Version 2.5.2.53 - Release date: 16th December 2022
Enhancements
iWorkflow - Can now edit/update custom fields in a custom workflow.
Integration - Added GreatSoft API integration.
Audit - Added changes made in Document Profile to the audit log.
Bug Fixes
ATO SmartDocs - Fixed automatic delete functionality.
ATO SmartDocs - Fixed PO Box Address when some documents are auto set to file only while processing.
Editor - Removed spell checker in the editors except in configuration SmartDocs template.
Version 2.5.2.52 - Release date: 9th December 2022
Enhancements
ATO SmartDocs - Added Helvetica font in the templates area.
iBriefcase - Updated users permissions and added Transfer option to the list.
Bug Fixes
Account - Fixed inability to click the sign-in button.
ATO SmartDocs - Added date format information in ATO SmartDocs settings.
iBriefcase - Fixed users cannot access archive documents.
Version 2.5.2.51 - Release date: 25th November 2022
Bug Fixes
ATO SmartDocs - Fixed not saving custom date format and not navigating to the help section when clicking the 'i' icon.
ATO SmartDocs - Fixed when Adhoc'ing documents, it will allow you to proceed even though Assessed Amount field is empty.
iTools - Removed attachment(s) column in Email notification lists.
Version 2.5.2.50 - Release date: 11th November 2022
Enhancements
ATO SmartDocs - New P O Box address checking on documents.
ATO SmartDocs - Added Extract Date and Extract Dollar in Copy Master Profile.
ATO SmartDocs - New ability to compare estimated tax amounts for previous years (Not available for Xero sites at this stage).
iBriefcase - Added ability to not send notifications if documents are revoked or void.
iBriefcase - New feature to see reject reasons after archiving.
Login - New validation in MFA if SMS is running out of credit.
HubData - GreatSoft - Added limit for data sync.
Bug Fixes
ATO SmartDocs - Fixed letters folder that doesn't appear once download.
ATO SmartDocs - Document file structure fixed to cater for field names with numbers .
iBriefcase - Fixed error when downloading documents once exported from app.
HubData - Fixed duplicate records when there are no client custom fields.
Version 2.5.2.49 - Release date: 31st October 2022
Enhancements
ATO SmartDocs - New Portal method wording with email notification.
ATO SmartDocs - New validation for SMS credits (Manual Send, ATO SmartDocs lists).
ATO SmartDocs - Option to update and refresh data from ATO SmartDocs.
HubData - search box - New ability to search with horizontal scrolling.
Audit - New validation search and spinning wheel report.
Bug Fixes
Account - Two factor authentication - Expiring verification code error fixed.
iWorkflows - Fixed instructions that no longer appear when you hover over Approved workflow.
iWorkflows - Fixed inability to view or download png files from workflow.
iWorkflows - Fixed exporting that retrieves blank records.
iWorkflows - Fixed push notification and sms buttons that were disabled for other users.
Manage - Fixed bulk Edit - extract year not saving once Save All button was clicked.
Version 2.5.2.47 - Release date: 15th September 2022
Enhancements
Account - Two factor authentication enforced - mobile number and 3rd Party Authenticator App must be provided and verified before users can continue.
ATO SmartDocs - New option to have document types automatically deleted, as they are processed (please contact support to discuss this option if you are interested).
ATO SmartDocs - New configurable [FormattedFinYear] token available for filenames and folders.
ATO SmartDocs - Export to SuiteFiles - option to skip export for files where the destination folder does not exist.
iWorkflows - Export feature now includes ClientCode.
ATO SmartDocs - Bulk send notification - provides the ability to easily send outstanding notifications in batches of 50 (only available if using the Office 365 API).
Bug Fixes
Account - Improved validation to ensure email addresses are valid and belong to a single user.
iBriefcase - Sorting lists by date have been fixed.
ATO SmartDocs - Fixed issue providing progressive feedback during the import process.
Manage - Repeated clients after HubData sync has been fixed.
Workflows - Fixed an issue that affected the 'Send Email' button.
Version 2.5.2.46 - Release date: 5th August 2022
Bug Fixes
Account - SMS Two factor authentication validates for mobile number.
Configuration - Validation added for Office365 when the connection to the API is incorrect.
ATO SmartDocs - Validation added for mobile numbers with a single quote.
iBriefcase - Sorting date in Archive has been fixed.
ATO SmartDocs - Validation when updating SmartDocs & the workflow has been deleted.
ATO SmartDocs - Black boxes disappear once the mouse is moved.
Version 2.5.2.45 Release date: 1st August 2022
Enhancements
ATO SmartDocs - Improved multiple documents delete process using a progress bar.
ATO SmartDocs - PINs can be sent to countries that don't allow Alpha Source.
iWorkflows - Emails to the noreply email now show the body of the email received in the workflow.
iPracticeApps - Search option has been added to search documents by document name.
Version 2.5.2.44 Release date: 18th July 2022
Enhancements
ATO SmartDocs - Method footer can be customised for email and mydoc.
Account - Two factor authentication now has the option to use 3rd Party Authenticator App.
Configuration - Company logo validation added (Maximum size 3 MB).
iWorkflows - Estimated tax amount will be displayed in the notes section.
iBriefcase - An alert message now shows who has locked the document.
Bug Fixes
ATO SmartDocs - document preview icon background colour bug fixed.
Manage - Applications edit image dropzone issue fixed.
Version 2.5.2.43 Release date: 30th June 2022
Bug Fixes
ATO SmartDocs - A validation has been added for documents dragged & dropped into the Bulk Scan tab. The limit has been set at 30 MB per pdf.
Manage - Updated date for workflows in the audit trail has been fixed.
iTools - Speed improvements in loading SMS page.
Version 2.5.2.42 Release date: 7th June, 2022
Bug Fixes
ATO SmartDocs - Company logo sent as an attachment in emails from ATO SmartDocs has been fixed.
ATO SmartDocs - FYI & Suitefiles Progress bar has been fixed.
ATO SmartDocs - Speed improvements in loading documents.
iWorkflows - Incorrect Assessed Amount for matched NOA in Notes of workflow has been fixed.
iTools - Speed improvements & Incorrect email sent date fixed.
Enhancements
Configuration - Format of the Email & Letter name can now be modified eg. _email & _letter.
Configuration - Custom Fields are included in the Document Profile wizard.
Version 2.5.2.41 Release date: 20th May, 2022
Bug Fixes
iWorkflows - Email Subject appears for all Task Allocation emails (Keywords must be used in the template).
ATO SmartDocs - Adhocing client search without client code issue is fixed.
ATO SmartDocs - Import from ATO API progress dailog issue fixed.
Enhancements
ATO SmartDocs - Ability for all NOAs to go for approval with [AssessmentType] in the template.
(If Extract & Send for Approval are both ticked the NOA will always go for approval. If just Extract is ticked then it will only go for approval if it doesn't match.)
Version 2.5.2.40 Release date: 18th May, 2022
Bug Fixes
ATO SmartDocs - Custom field validation updated for special characters for ATO SmartDocs.
iBriefCase - Send Reminder icon will not display after the document is rejected.
iWorkFlows - Crashing due to the iWorkflow Status option is fixed.
Enhancements
Manage - HubData last updated date & time is displayed for .csv reports eg. MYOB, APS & Handisoft SQL sites.
iWorkFlows - When sending an email from within the workflow the Email subject prefills.
Version 2.5.2.39 Release date: 9th May, 2022
Bug Fixes
ATO SmartDocs – Delete tooltip will disappear after deleting a document.
ATO SmartDocs – Select All dropdown list will show the Completed option straight after downloading documents.
ATO SmartDocs - The ATO Import tab will only show pdf documents and the importing documents number has been fixed.
iTools - DateTime has been changed from UTC time to AEST in the Email tab.
Enhancements
ATO SmartDocs – Blue spinning star stops after reading the Approved/Not Approved instructions.
ATO SmartDocs – Improved styling of the Adhoc dropdown for Client data.
Configuration – Document Profile Wizard now has the FYI configurations where applicable.
iTools – Improved resend functionality with labels for Resent & Has been resent.
Manage – List of Users that have enabled 2 Factor Authentication.
Manage – Audit Trail updated to show where the email is sent from (iWorkflows or ATO SmartDocs).
My Setup - Additional paging configurations for iBriefcase and iWorkflows.
Version 2.5.2.38 Release date: 26th April, 2022
Bug Fixes
iWorkflows - Due Date is displayed when opening a workflow.
iBriefcase - Reject icon has been changed to a cross (X) instead of a minus (-).
Enhancements
ATO SmartDocs - Background color for Completed documents is now darker than Processed documents.
ATO SmartDocs - File Name has been added to the audit trail when ad-hocing a document.
ATO SmartDocs - Client Code and Client Name appear on the pop-up window when manually sending.
ATO SmartDocs - Resend email option has been added for ATO Smartdocs emails in the iTools section.
ATO SmartDocs - Confirmation pop-up message has been added when deleting documents from ATO SmartDocs.
Version 2.5.2.37 Release date: 20th April, 2022
Bug Fixes
iWorkflows - Approved/Not Approved instruction bug fixed.
Enhancements
ATO SmartDocs - DateTime & Email Address Sent to stamp of sending will be added to the email pdf when downloading/exporting to the Document Management System.
iWorkflows - Validation of Due date field format has been added.
Version 2.5.2.36 Release date: 14th April, 2022
Bug Fixes
iWorkflows - Workflows can be moved to the completed tab after Approval.
Enhancements
ATO SmartDocs - FullName Column added to the ATO API Import Page.
Configuration - Hubdata error message when there are any missing columns in Reports at the drag & drop stage.
iWorkflows - Workflows can now be Bulk Deleted.
iWorkflows - Workflows can now be Bulk Approved/Not Approved.
Notifications - The Notification pops up even if the client has already logged in-it will pop up when moving to another module with the hub.
Manage - Administrators can unlock a Users' locked account.
Version 2.5.2.35 Release date: 8th April, 2022
Enhancements
ATO SmartDocs - Push Notification can be customised.
Configuration - Lucida Handwriting Font added to email\letter templates
Configuration - Document Profile wizard introduced to make copying from the Master Profile much easier.
Version 2.5.2.34 Release date: 31st March, 2022
Enhancements
iBriefcase - Push Notification and SMS messages can now be customised.
Version 2.5.2.33 Release date: 23rd March, 2022
Enhancements
ATO SmartDocs - The ability to add a Page Break in the letter or email templates.
Bug Fixes
ATO SmartDocs - Validation added for the Sorting filter.
ATO SmartDocs - Manually unchecking the checkboxes will now be validated on the Select all Dropdown.
ATO SmartDocs - Dropdown issue has been fixed.
iWorkflows - Dropdown issue has been fixed.
Version 2.5.2.32 Release date: 21st March, 2022
Enhancements
Configuration - The Letter folder can be turned off so that the additional Letter folder is not created in the archive.zip.
ATO SmartDocs - Select options have been expanded to include Approved & Not Approved.
ATO SmartDocs - Sort options have been expanded to include method options.
Configuration - Open Sans Font added to email\letter templates.
Version 2.5.2.31 Release date: 4th March, 2022
Enhancements
ATO SmartDocs - A download message is now displayed when clients enter the PIN. This ensures the client knows where to look for the document.
Bug Fixes
ATO SmartDocs - Validation on the preview icon has been fixed.
Configuration - Bullet points for templates has been fixed.
Version 2.5.2.30 Release date: 21st February, 2022
Enhancements
ATO SmartDocs - Icon Color changes after the Document is previewed-hovering over the icon will show Preview Letter: Seen.
Configuration - Sans Serif Font added to email\letter templates.
iBriefcase - Email now lists the documents with bullet points when multiple documents are sent for Signature/Review.
Bug Fixes
ATO SmartDocs - Error Message updated while processing the document automatically.
ATO SmartDocs - Added Validation for send for approval.
iWorkflows - Advanced Filter Dropdown list Validation updated.
iWorkflows - Assign to filter validation updated.
Configuration - Assessment Type after the document type title change issue fixed.
Configuration - Extra spaces removed while updating the document profile.
Version 2.5.2.29 Release date: 11th February, 2022
Enhancements
iWorkflows - The dropdown in Advance Filter (Received from) has been made searchable.
Configuration - Additional fields available -[Type], [TaxDate], [FinYear], [AssessAmount] [Date] [Time] in SMS template.
Configuration - [Addressee] field has been added to the subject of the email template.
Bug Fixes
iWorkflows - Users in Assign to now in alphabetical order.
Manage - Users in Permission tab now in alphabetical order.
Configuration - Only available Document Profiles list in template dropdown list.
Configuration - Copying text from a word document with a different font into an email or letter template now saves.
ATO SmartDocs - Document no longer turns green if the client code is not in hubdata while processing the document automatically.
ATO SmartDocs - Additional spaces in the letters & emails is fixed.
Version 2.5.2.28 Release date: 18th January, 2022
Enhancements
iWorkflows - Adding the username, accessed date & time to the user comments when the workflow is updated.
Bug Fixes
ATO SmartDocs - Mobile field validation for manual send documents is fixed.
Configuration - Validation for Bulk edit document profiles is fixed.
iWorkflows - Adding the username, accessed date & time to the Audit Report when the workflow is updated.
Version 2.5.2.27 Release date: 12th January, 2022
Enhancements
iPracticeApps - The reason for the signing being rejected has been added to the email notification.
iPracticeApps - Signatures are now visible when previewing the document with Appendix.
Bug Fixes
ATO SmartDocs - Validation added if manual send & sending SMS when the mobile field is empty for Mydoc method.
ATO Smartdocs - Ad-hoc when no Client code the document turns orange instead of red.
Manage - Editing document identifier bug is fixed.
iPracticeApps - Refreshing issue in archived documents fixed.
iPracticeApps - Company logo has been centered.
iPracticeApps - Signature button fits any screen size.
iPracticeApps - Download a document after signing has been fixed.
iPracticeApps - Printer button has been removed.
iPracticeApps - Broken image does not display if there is no company logo.
