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.
