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2023 Release Notes

Release notes for 2023

Updated over 2 months ago

Version 2.5.3.16 - Release date: 27th November 2023

Enhancements

  • Vault - New changes to the Vault

Bug Fixes

  • ATO SmartDocs - Introduced a workaround for duplicate records in Hubdata for Xero databases.

  • ATO SmartDocs - Fixed empty template issue when copying from Master.

  • ATO SmartDocs - Fixed the issue with the SMS configuration & added a validation.

  • iWorkflow - Issue with missing templates in configuration emails has been fixed.

  • iPracticeHub - The Auto Complete issue with multiple emails & mobiles has been fixed.


Version 2.5.3.15 - Release date: 30th October 2023

Enhancements

  • ATO SmartDocs - Integration to myprosperity API has been added (Xero & GreatSoft databases).

  • ATO SmartDocs - New functionality allows for the export of ATO API documents to a .csv format report.

  • ATO SmartDocs - The ATO Channel has been added to the document details.

  • ATO SmartDocs - Multiple images can now be added to email & letter templates.

  • iWorkflows - The order of the tabs has been updated for consistency & usability.

  • Audit - Updated to track single document downloads more accurately.

Bug Fixes

  • ATO SmartDocs - Fixed the issue with Bulk Scanned documents not processing.

  • Dashboard - ATO SmartDocs graph count issue fixed.

  • iPracticeApps - Signed documents missing footer fixed.


Version 2.5.3.14 - Release date: 9th October 2023

Enhancements

  • Dashboard - Updates & Modifications including ATO SmartDocs Graph.

  • ATO SmartDocs - Integration to SharePoint API has been added.

  • iBriefcase - Sender column has been added to the Signed Documents tab.

Bug Fixes

  • ATO SmartDocs - Exchange emails not being sent has been resolved.

  • ATO SmartDocs - Fixed the issue where multiple emails couldn't be sent due to spaces.

  • ATO SmartDocs - Resolved the issue where Send for Signature documents were still being sent for non mydoc clients


Version 2.5.3.13 - Release date: 18th September 2023

Enhancements

  • ATO SmartDocs - Manage - Custom dates are added in 'General Configuration' for email & letter templates.

  • ATO SmartDocs - Audit Trail- Added information to the audit trail when a Hubdata refresh is done and when a user adds in an integration.

Bug Fixes

  • iBriefcase - Fixed an issue where a document was locked.


Version 2.5.3.12 - Release date: 4th September 2023

Enhancements

  • ATO SmartDocs - Relocated 'Assessment Type Editor' to a separate tab.

  • ATO SmartDocs - Improved the error text information when a processed document has no text.

  • ATO SmartDocs - Added validation in email method wording if a secure URL link is not present.

Bug Fixes

  • Integration - Resolved the issue of creating identical duplicate API integrations.

  • Reset Password - Fixed the issue with the reset password email not working.

  • Manage - Resolved issue where user lists were not visible to certain users.

  • Vault - Fixed an issue when not able to email multiple recipients using the Office365 API.


Version 2.5.3.11 - Release date: 18th August 2023

Enhancements

  • ATO SmartDocs - The pop up notification "Please update the Letter/Email template" will now only be displayed when the master template has not been added.

  • ATO SmartDocs - Introduced the option to include a PO Box when using the 'Adhoc' and 'Merge documents' features - when enabled in the specific document profile.

Bug Fixes

  • iTools - Addressed the issue where Emails/SMS pages were not appearing in iTools.

  • Audit - Added the details of downloaded SmartDocs documents to the audit trail.

  • Vault - Resolved issues related to emails not displaying the correct vault link.

  • ATO SmartDocs - Updated the date and time for the last data sync date when multiple files are imported.

  • ATO SmartDocs - Fixed the problem of the white-green star icon not appearing on a document when there is no email or mobile data in hubdata.

  • ATO SmartDocs - Implemented validation for templates to detect incorrect URL images when uploaded.


Version 2.5.3.10 - Release date: 17th July 2023

Enhancements

  • ATO SmartDocs - New feature: New 'Master Templates' for emails and letters.

Bug Fixes

  • iTools - Fixed a special character issue in the email body when sending out emails.

  • HubData - Fixed the last updated 'Sync Data' date for all integrations.

  • iBriefcase - Fixed an issue that caused the browser to lag when loading iBriefcase.

  • ATO API - Fixed an issue when deleting TAN's from the ATO API settings.


Version 2.5.3.9 - Release date: 3rd July 2023

Enhancements

  • ATO SmartDocs - New feature: 'Document date' is now added to the processed document label, email & letter templates and in the document profile.

  • ATO SmartDocs - Updated export button icon for clients using Suitefiles, FYI, & HowNow.

  • App - Sending to the desktop should now show the download button permanently when accessing the link.

  • Configuration - IntelliSMS login credentials that are incorrectly saved will now have a pop-up error message informing the user.


Bug Fixes

  • ATO SmartDocs - Fixed an issue where the 'Send for Signature' option was not showing in the app.

  • iPracticehub - Fixed an issue with the missing close (x) button in certain pop ups.

  • iWorkflow - Added 'From' and 'Status' fields when creating a new custom workflow.

  • IntelliSMS - Fixed an issue in order to support special characters in passwords.

  • ATO SmartDocs - Fixed the 'Bulk Send Notifications' not showing the document list, if documents have been approved.

  • Password - Fixed an issue with the 'Reset Password' link when users attempted to access the link.

  • Integration - Fixed an issue with the ATO API not being able to add in an additional TAN.


Version 2.5.3.8 - Release date: 13th June 2023

Enhancements

  • ATO SmartDocs - Enhancement on the colour of the text in the title of green processed documents from blue to green.

  • Audit - Improved wording for bulk status changes from iWorkflow.

  • Audit - Improved wording for bulk edits in Document Profiles.


Bug Fixes

  • ATO SmartDocs - Fixed the Bulk Send Notifications not showing for documents that were approved.

  • ATO SmartDocs - Fixed an issue that was showing the tag 'Client Not Notified' for other delivery methods.

  • ATO SmartDocs - Fixed the tick box button to determine if other users are approving or not approving Smartdocs workflows.

  • ATO SmartDocs - Fixed HowNow X not showing a pop-up window when successfully exporting documents.

  • ATO SmartDocs - Fixed HowNow X not exporting documents with Greatsoft.

  • Email - Fixed an issue when resending the confirmation email to a new user and the resend confirmation email link.

  • Integration - Fixed an issue where the dropdown lists were showing duplicate values.


Version 2.5.3.7 - Release date: 22nd May 2023

Enhancements

  • ATO SmartDocs - Added pop-up prompts confirming deletion of a "Client Not Notified" document.


Bug Fixes

  • Email - Fixed an issue with images in Outlook email.

  • iBriefcase - Fixed an issue with documents not showing in iBriefcase for deleted users.

  • Audit - Fixed audit trail log for 'File to sign'.

  • iTools - Fixed an issue in iTools regarding SMS and Push notification user permission settings.


Version 2.5.3.6 - Release date: 1st May 2023

Enhancements

  • Dashboard - Removed the 'In Progress' status tab, and replaced it with the 'Approved' tab.

  • ATO SmartDocs - Removed the 'Special instructions' in SmartDocs, the blue star icon, and the 'private message' option in document profiles.

Bug Fixes

  • Restricted clients - Access restored to the restricted clients page.

  • Configuration - Issue with Xero API and ATO API not saving the ticked checkbox is now fixed.


Version 2.5.3.5 - Release date: 17th April 2023

Enhancements

  • ATO SmartDocs - Introduction of Restricted clients for the ATO API.

  • ATO SmartDocs - SMTP Exchange is now available for emailing.

Bug Fixes

  • iBriefcase - Missing sign & reject button for iOS devices has been fixed.

  • ATO SmartDocs - Special characters are now supported in Document Identifiers.


Version 2.5.3.4 - Release date: 3rd April 2023

Enhancements

  • ATO SmartDocs - Streamlining of the labels, only necessary labels will now appear eg Archive will no longer appear.

  • ATO SmartDocs - Estimated Tax for the appropriate year will now appear.

  • Account - A password confirmation box & the ability to show or hide the password has been added.

  • iWorkflows - Unassigned has been added to the filter dropdown.

  • iWorkflows - Notes area will auto adjust dependent on the amount of text.

Bug Fixes

  • ATO SmartDocs - Garamond font is now visible in the Method & Assessment Type areas.

  • ATO SmartDocs - Merge & AdHoc filter refresh has been fixed.

  • ATO SmartDocs - Logic for the 24 hour PINS has been fixed.

  • ATO SmartDocs - Filename can now include the word 'Error'.

  • iWorkflows - Preview Email is now visible for Portal method.


Version 2.5.3.3 - Release date: 20th March 2023

Enhancements

  • ATO SmartDocs - Enhanced SmartDocs filtering.

  • ATO SmartDocs - Search Option added.

  • ATO SmartDocs - Ability to Extract an additional date from documents (Add [DocumentDueDate] in the email\letter template after configuring the Document Profile).

  • ATO SmartDocs - Added Garamond font in the templates area.

  • iWorkflows - Restrict status change options for SmartDocs workflow (Once actioned to Approved or Not Approved, status cannot be changed).

  • iBriefcase - Adjustments made to work with the beta version of PWA.

Bug Fixes

  • Account - Fix change password to have minimum of 8 characters.

  • ATO SmartDocs - Fix on PO Box Address.

  • Configuration - Fix letter template to accept 'dot' in the filename.


Version 2.5.3.2 - Release date: 6th March 2023

Enhancements

  • ATO SmartDocs - Added Merge Documents functionality.

Bug Fixes

  • iWorkflows - Updating workflow with special characters is fixed.


Version 2.5.3.1 - Release date: 20th February 2023

Enhancements

  • ATO SmartDocs - Added option to turn ON the 24 hour daily pin.

  • ATO SmartDocs - Added the company logo to the Access Document Page.

  • iWorkflows - Added text in preview email/preview letter button.

  • iWorkflows - Renamed 'Send' to 'Send & Approve' in preview email.

  • iWorkflows - Removed print button in preview letter.

  • iPracticeHub - 'x' icon is now visible for some pop-ups throughout the system.

Bug Fixes

  • iPracticeHub - Reset password error message now appears in the form rather than on a different page.

  • iPracticeHub - Reset password has been fixed to the minimum length of 8 characters.

  • Audit - Fixed misaligned in audit user login field.

  • ATO SmartDocs - Fixed issue for multiple mobile numbers on the Resend Code button.

  • HubData - Removed records that should no longer be part of the contact for GreatSoft.

  • Configuration - System now supports special characters for IntelliSMS API passwords.

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