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
