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2021 Release Notes

Updated over 2 months ago

Version 2.5.2.26 Release date: 15th December, 2021

Enhancements

  • ATO SmartDocs - File name is included in the audit report while deleting files in ATO SmartDocs.

  • ATO SmartDocs - File name is included in the audit report while importing files to the Document management system (FYI, SuiteFiles, HowNow).

  • ATO SmartDocs - Mobile number is included in the audit report if the SMS fails.

  • ATO SmartDocs - Updated report based on the save Email/Letter status when exporting to SuiteFiles.

Bug Fixes

  • ATO SmartDocs - Sending SMS to the users when the iBriefcase SMS switch is off (Processing mydoc files through ATO SmartDocs).

  • ATO SmartDocs - Audit report is updated when AdHocing a document for a letter client.

  • ATO SmartDocs - Organization logo on the preview screen is fixed.

  • ATO SmartDocs Configuration - Single Quotation is allowed while creating a new Document Identifier.

  • iBriefcase - Sending SMS to the user when the iBriefcase SMS switch is off.

  • iBriefcase - Transfer files/folders buttons in iBriefcase are fixed.

  • iWorkflows - Custom Form list for workflows is fixed.

  • iWorkflows - Notes icon appears correctly.

  • iWorkflows - Special character validation is fixed in the Progress notes.

  • Dashboard - Edit in the To-Do List is fixed.

  • Manage - Single Quotation is allowed while creating a new Application.

  • Manage - Document profile list refreshing issue is fixed.


Version 2.5.2.19 Release date: 12th August, 2021

Enhancements

  • iWorkflows - Preview Email\Letter is now visible in the IWorkflow list (temporarily removed)

Bug Fixes

  • iWorkflow - Blank workflows fixed

  • ATO SmartDocs - MyDoc, Manual Send emails now editable before sending


Version 2.5.2.18 Release date: 4th August, 2021

Enhancements

  • ATO SmartDocs - Bulk Scan has been modified so that FinYear & Document Profile are not compulsory

  • ATO SmartDocs - Additional validation on duplicate clients for the AdHoc function

  • ATO SmartDocs - Just the Email template Subject Line can be copied to other Document Profiles

  • iWorkflows - Preview Email\Letter is now visible in the IWorkflow list

Bug Fixes

  • iBriefcase - Moving signed documents has been fixed

  • iWorkflow - Completed date fixed

  • iWorkflow - Validation that the user exists in iPracticeHub before sending the Task Allocation email has been added


Version 2.5.2.17 Release date: 19th July, 2021

Bug Fixes

  • ATO SmartDocs - Validation of the document saving location before email is sent

  • ATO SmartDocs - FinYear is now being allocated correctly when using the Bulk Scan


Version 2.5.2.15 Release date: 12th July, 2021

Enhancements

  • ATO SmartDocs - Bulk Scan is now available

  • iWorkflows - Completed date is now in the export workflow items .csv

Bug Fixes

  • ATO SmartDocs - The Send for Signature setting within the Document Profiles has been fixed


Version 2.5.2.14 Release date: 10th June, 2021

Enhancements

  • ATO SmartDocs - The ability to not save sent Emails or Letters to your Document Management sytem

  • ATO SmartDocs - All PDFs for Letter clients are now added to the Letter folder when downloaded for easy printing

  • ATO SmartDocs - Document Profile screen now shows Manual Send, Save Email & Save Letter

  • ATO SmartDocs - If more than 150 documents are selected to download an estimated time will appear in the progress bar

  • ATO SmartDocs - Ability to skip the OCRing option in Bulk Import if the scanner has already OCRed the document

  • ATO SmartDocs - Documents will now go red if the client is duplicated in Hubdata

  • iBriefcase - Colour changes to Timeline-Green = Signed, Yellow = Pending, Red = Rejected

Bug Fixes

  • iBriefcase - Signature date now correct

  • ATO SmartDocs - Download issue fixed

  • ATO SmartDocs - Blank email issue fixed

  • ATO SmartDocs - HowNow X can now use ExportCodes from Xero

  • ATO SmartDocs - HowNow X validated for maximum filename of 80 characters

  • Configuration - Multi Factor Authentication issue for Main Administrator has been fixed

  • iTools - Date display is now correct


Version 2.5.2.12 Release date: 2nd May, 2021

Bug Fixes

  • Configuration - Multi Factor Authentication now works for the Main Administrator

  • iTools - Push Notifications fixed


Version 2.5.2.11 Release date: 28th April, 2021

Enhancements

  • ATO SmartDocs - Identification of documents working in order

Bug Fixes

  • Dashboard - Various typos fixed

  • iBriefcase - Signed documents moving to Signed Document folder

  • iBriefcase - Select all in Archive Documents fixed

  • iBriefcase - Bulk archive from Signed Documents fixed

  • iBriefcase - Bulk download from Signed Documents now marks documents

  • iBriefcase - Multiple documents sent for signature now moving to Out for Signature

  • ATO SmartDocs - Black boxes when sorting documents fixed


Version 2.5.2.10 Release date: 1st April, 2021

Enhancements

  • Manage - Last update date for the Xero Sync now appears in Hub Data

  • ATO SmartDocs - Email Subject can now have the same fields available in the body of the email

Bug Fixes

  • iBriefcase - Issue with documents that have a comma in the name fixed

  • iBriefcase - Black boxes when deleting documents fixed

  • ATO SmartDocs - Black boxes when deleting documents fixed

  • ATO SmartDocs - Validation added to stop frozen screen when there is an empty record

  • Configuration - Multi Factor Authentication now remembers for 30 days


Version 2.5.2.9 Release date: 26th March, 2021

Enhancements

  • Manage - HowNow X API integration is now available (contact us if you are transferring to HowNow X)

  • iBriefcase - Ability to send multiple documents for signature, review & archive

  • iBriefcase - Ability to download & delete multiple documents

  • iTools - App CMS now has https security

  • Help - Knowledge Base now has https security

Bug Fixes

  • iBriefcase - Out for Signature sorting issue fixed

  • ATO SmartDocs - Ad hoc documents fail to populate [FileName] in SMS message fixed

  • ATO SmartDocs - Duplication of records from Contact Custom fields in Xero fixed


Version 2.5.2.5 Release date: 12th February, 2021

Enhancements

  • ATO SmartDocs - Customised Email subject wording for both ATO SmartDocs & iBriefcase

  • ATO SmartDocs - Ability to search for Alphanumeric codes on documents for matching to Hubdata

  • ATO SmartDocs - Ability to copy the Email subject to other Document Profile templates

  • ATO SmartDocs - If there are no App links in iBriefcase the mydoc email template will not include the footer

  • iWorkflows - Bounced & Replied emails to/from iPracticeApp's Emailing System will now create an Outstanding Workflow in iWorkflows as notifications to the Practice

Bug Fixes

  • ATO SmartDocs - Empty SMS message now fixed

  • ATO SmartDocs - Blackboxes when hovering will now disappear once the mouse is moved

  • ATO SmartDocs - ClientCodes can now have single quotes in them


Version 2.5.2.4 Release date: 1st February, 2021

Bug Fixes

  • Configuration - Integration name now appears

  • iWorkflows - ClientCodes with single quote validated

  • ATO SmartDocs - new validation of special characters in letter/email templates

  • ATO SmartDocs - Resend PIN now recorded in Audit report


Version 2.5.2.3 Release date: 22nd January, 2021

Enhancements

  • ATO SmartDocs - Resend PIN option now available to the client when they click on the link in the email

  • ATO SmartDocs - Customised SMS wording for both email & mydoc (Setup>Configuration>SMS Tab)

Bug Fixes

  • Hubdata - Removal of " for iFirm report clients

  • ATO SmartDocs - New Document Profiles can now be created

  • ATO SmartDocs - [AssessmentType] in emails no longer adds extra spaces

  • ATO SmartDocs - FYI integration can now handle one level eg. Permanent

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