ATO SmartDocs - The ability to bulk update settings in the Document Profile (Caution needed if using the Save All button-speak to Support before using)

ATO SmartDocs - Auto enables new document profiles for any users that have a document profile already enabled

ATO SmartDocs - The Xero API has the ability to pick up Contact Custom fields if needed

ATO SmartDocs - Multiple emails & SMSs can now be sent if the email addresses & mobile numbers are seperated by a ,

iWorkflows - Clicking on the Binoculars in a SmartDocs created workflows now allows downloading of the pdf

Audit - User list is now in Alphabetical order

iBriefcase - Send documents to clients not marked as MyDoc no long hangs

Hubdata - Multi file import with , in the Salutation field now works correctly

ATO SmartDocs - Documents set as Not Appoved or File Only now show as Completed when downloaded

Manage - A Super User can now be created without Applications attached

iBriefcase - Send for Archive does not send a notification if the tickbox is not ticked

ATO SmartDocs - [Date] field is now appearing correctly on the file naming of letters

ATO SmartDocs - Not Approved workflows now delete the letter/email

iWorkflows - Task Types dropdown list is now in Alpha order

iWorkflows - Emails can now be sent from the Workflow

Messages - Introduction of our new Messaging System to keep all users up to date with important information

ATO SmartDocs - Subject line changed for MyDoc email from Review to View

ATO SmartDocs - If [Addressee] field is blank the line will be removed

ATO SmartDocs - If the document was white & then AdHoc'd the 'Manually Send Email" option was ignored & the email sent

Manage - Xero API transferred to the new OAuth2.0

ATO SmartDocs - Emails & Letters can be edited & sent from iWorkflows if sent for Approval

ATO SmartDocs - If Manually Send is turned on Emails can be edited from ATO SmartDocs before sending

iBriefcase - Archive default email template is now correct

ATO SmartDocs - blank letters produced if AdHoc'd & sent for Approval fixed

ATO SmartDocs - letterhead is no longer cutting off at the bottom

ATO SmartDocs - spelling mistake in AdHoc screen fixed

iBriefcase - additional signatory names now appearing on Appendix

iBriefcase - Confidential watermark removed

iBriefcase - Certified wording changed to DDS powered by iPracticeApps

ATO SmartDocs - letter is no longer empty when AdHocing for a client without a TFN or ABN

Audit - email message added

ATO SmartDocs - custom fields now appear when a document is adhoced

ATO SmartDocs - bulk download when letterhead is setup fixed

ATO SmartDocs - export to FYI, SuiteFiles or HowNow when letterhead is setup fixed

ATO SmartDocs - if method equals email the validation on mobile number was missing

ATO SmartDocs - swirling green star bug fixed

iBriefcase - Rejecting a document issue fixed

iWorkflows - Filter icon is now yellow if an Advanced filter has been applied

ATO SmartDocs - File Size has been replaced by Processed Date & can be sorted on

ATO SmartDocs - Letterhead if applied will now be added to the letter document when downloaded

iWorkflows - Advanced filter bug fixed

iBriefcase - Transfer to new email address bug fixed

ATO SmartDocs - AdHoc-Document Profile field is blank unless ATO SmartDocs is able to identify the Document Profile

ATO SmartDocs - [FinYear] is Financial Year not Calendar Year

ATO SmartDocs - Improved date format reading

Dashboard - Links are working correctly

Manage - Task Types refresh

iBriefcase - Signature is applied correctly for landscape, letter & A4 paper format

iWorkflows - Assessed Amount appears in the Notes section of the iWorkflow

ATO SmartDocs - Fixed missing Custom Fields when the document is AdHoc'd

ATO SmartDocs - Fixed the error when sending a SMS after a document has been AdHoc'd & Approved

Manage - Data is refreshed after drag & drop so that searching works immediately

Manage - The main file is now selectable when dragging & dropping multiple files to Hubdata

iBriefcase - Download issue when client sends to desktop has been fixed

iWorkflows - The email is now sent when a document is sent for signature, review or archive from iWorkflow

iBriefcase - Fixed the colour of the signing button on IOS devices

iBriefcase - Fixed the downloading of documents

ATO SmartDocs - Fixed a typo in the word sent in the email footer

Configuration - Multi Factor Authentication

ATO SmartDocs - Additional Letter folder created when downloading for easy printing

ATO SmartDocs - Additional selection of Permanent when using the Ad Hoc feature

ATO SmartDocs - When Ad Hocing a document a preview of the document appears on the same screen

ATO SmartDocs - When documents are sent for Approval they now appear in the Outstanding tab making the process of Approvals much easier

ATO SmartDocs - Date format changed to long month format

ATO SmartDocs - Time added to Emails

ATO SmartDocs - Email & Letter templates can now pick up any field in HubData

iBriefcase - Ability to transfer all documents from one email address to another

iBriefcase - Client Name is now searchable in all tabs

iBriefcase - Sender of documents can be filtered on

ATO SmartDocs - Fixed font sizing & carriage returns in templates to be the same as Microsoft Word

ATO SmartDocs - Fixed the logo not appearing correctly when exporting the letters

ATO SmartDocs - SuiteFiles & FYI, both the pdf & doc appear in the export report

ATO SmartDocs - SuiteFiles word document issue fixed

ATO SmartDocs - Removal of empty fields once the letter or email is created

ATO SmartDocs - Intermittent issue of files not naming during the profiling process

ATO SmartDocs - Clearer SMS wording when the PIN is sent

iBriefcase - Fixed issue with previewing pdf in the App

iBriefcase - Signature icon colour change to be more relevant

iBriefcase - Intermittent issue of opening & signing documents on the App

iWorkflows - Assigning workflows to another user does not update the ATO SmartDocs status unless changed on purpose

ATO SmartDocs - Multiple file uploads to work for Handisoft Classic & Xero

ATO SmartDocs - Renaming of Xero Column Headings no longer required

ATO SmartDocs - New [Addressee] field for letters

ATO SmartDocs - Email will not be sent if there is no Mobile number

ATO SmartDocs - Introduction of Emails & Letters

iBriefcase - Unlock button for documents in Archive

iBriefcase - Only shows unlock button in Out for Signature & Review if document is locked

Manage - Increased the no. of Applications to 200

SuiteFiles Integration

FYI Integration

ATO SmartDocs - Select All for Completed items working

ATO SmartDocs - Progress bar fixed

ATO SmartDocs - Items added to the Audit report

Manage - Issues with change password

iBriefcase - Tooltip refreshes when mouse is moved

iBriefcase - Progress bar fixed

iBriefcase - Salutation is correct when field contains ,

SMS - can handle special characters

Dashboard - improved loading of Notice Board, To Do List, Messages

ATO SmartDocs - Introduction of customised MyDocs email templates including keywords [SpecialInstructions]

ATO SmartDocs - Sorting & Filtering

iBriefcase - Salutation field will pick up Salutation from Hubdata, if empty will pick up FirstName

iBriefcase - Change to email footer wording-"Please use our App to view the documents under MyDocs."

Hubdata - Xero Client Custom Fields are now pick up via the API

iBriefcase, ATO SmartDocs & Xero Hubdata - Improved Progress bar for data uploading

Simplified link to Help

HowNow Integration

ATO SmartDocs - Adhoc now working for all data types

Manage - New Task Type list refreshes correctly & shows new items

Audit trail now shows correct spelling-Archive

ATO SmartDocs - Select & Unselect button fixed

iBriefcase - Validation of Mobile numbers that are missing 0 at the front

iWorkflows - Long name Custom Form fields are now catered for

iBriefcase - Template email phase 1

iBirefcase - Progress Bar when uploading files

ATO Smartdocs - Adhoc adding 5 years to dropdown list for future filing

iBriefcase - Counting numbers of files added fixed

iBriefcase - Unable to upload .PDF(upper case) documents

iWorkflows - 3 dots not available when .PDF(upper case) documents where upload

ATOSmartdocs - If an NOA has 2 assessed text identifiers, the system will use the first one that has a value

ATOSmartdocs - Folder not filing correct when year is different than current one

ATO Smartdocs - New labels and buttons.

iWorkflows -Modification of the custom forms

iWorkflows -Sorting Received Date fixed

iWorkflows - Sorting Due Date fixed

iWorkflows - Sorting Full Name

iWorkflows - Users can update their own workflows

iWorkflows - Users can delete their own workflows

iWorkflows - Users cannot Update or delete workflows if they did not create them, but they can still view

iWorkflows - Super Users, workflows that are assigned to Super users and created by Super users can be update or delete them

iWorkflows - Received date fixed when creating an automatic workflows from Smartdocs for approval

iWorkflows - New custom form views with backward compatibility

iWorkflows - Export All functionality added

ATO SmartDocs - Uploading documents box does not disappear until all documents are uploaded

iWorkflows - Speed Improvements

iWorkflows - All User types can see workflows

iWorkflows - Task types fixed in csv export

iWorkflows - Preview attached images within workflows

General - Searching for clients in iWorkflows, HubData, ATO SmartDocs & iBriefcase

Configuration - Users can be deleted regardless of assigned applications

ATO SmartDocs - Ad Hoc search displays company names

ATO SmartDocs - Ad Hoc not assigning workflows to approver fixed

ATO SmartDocs - Broken image link in the emails fixed

ATO SmartDocs - Added functionality to cater for multiple NOA assessment amount wording searches, add multiple assessment wording searches with semicolon

iWorkflows - .png &.jpg files now appearing when attached to a email sent into iWorkflows

iBriefcase - upper & lower case in emails now catered for when documents signed

Hubdata - Uploading of .csv now working

ATO SmartDocs - random stopping of AdHoc process now fixed

iWorkflows - ability to email from workflow fixed

iTools - removal of error message when sending a Push Notification

ATO SmartDocs - Improved data import routine which advises of any errors in the data

iWorkflows - Custom Forms now working

ATO SmartDocs - XPM API integration

ATO SmartDocs - Ability to set a variance on the comparison of NOA Estimated Amount to the Assessed Amount

ATO SmartDocs - Improvement of AdHoc function (enter the first 3 characters)

iWorkflows - Improvement of screen refresh speed when items are updated

iWorkflows - Ability to search client details when updating a workflow if Hubdata has been uploaded (enter the first 3 characters)

ATO SmartDocs - NOAs are now turning the correct colour & being notified in certain circumstances

ATO SmartDocs - Removal of the space added to the last column in the Hubdata when a .csv is dragged & dropped

ATO SmartDocs - The swirling star now appears if an approved document doesn't have a comment

Audit - Time stamp is now correct

ATO SmartDocs - Due to timing out uploading of documents has been limited to 50 documents at a time

iWorkflows - Send emails from workflow automatically prefills user's email address

iWorkflows - Ability to customise custom fields in workflow email eg. Firstname, Lastname, Fullname

iBriefcase & ATO SmartDocs - Counter to show number of documents in the tabs

iBriefcase - Missing documents appear again

iWorkflows - Printing workflows now working correctly

iWorkflows - Ability to filter on received from email

iWorkflows - Completed workflows list in completed order

iWorkflows - Enabled print functionality

iBriefcase - Permissions to super user to download documents

iBriefcase - Permissions to super user to unlock documents

iBriefcase - Pagination on signed documents

ATO SmartDocs - Custom Fields to show processed documents for specific document profiles

iWorkflows - Speed Improvements

Setup - Applications to stay in order while updating task types

iBriefcase - Speed Improvements

iBriefcase - Review to archive (bug fix to be able to download reviewed documents from archive without any errors)

iWorkflow - Ability to delete attachments with ' in the name of the attachment

iWorkflow - Export to .csv

iWorkflow - Ability to delete attachments

ATO SmartDocs - FinYear can now be picked up from a 4 digit text

ATO SmartDocs - over 40 documents downloading now possible

My Account - 2-step Authentication can be set per user

ATO SmartDocs - Ability to Ad Hoc documents when the document does not have a TFN, ABN or ACN

ATO SmartDocs - Document Identifiers & Profiles now list in alphabetical order

ATO SmartDocs - Improved import data speed

ATO SmartDocs - Ability to send Documents for Signature

iWorkflow - My Setup under Setup allows users to specify the number of entries per screen

iWorkflow - Practice Ignition integration

iWorkflow - Client search within Task now working

iBriefcase - Improved speed when opening iBriefcase (applies to sites with large numbers of documents in Archive)

ATO SmartDocs - push notification when a document is sent to MyDocs is now working

ATO SmartDocs - Select All now working

ATO SmartDocs - Select All then Delete no longer deletes documents waiting for Approval

ATO SmartDocs - Multiple search values not longer displaying

ATO SmartDocs - Push Notifications now sending

ATO SmartDocs - Copy Master Document Profile now working

ATO SmartDocs - Assessed & Estimated Amounts now comparing refund & payable signs

iWorkflow - no longer errors if Lastname field is not entered on Custom Forms

iWorkflow - date fields are now showing AUS date format when editing

iWorkflow - date time stamps now showing AUS date format

iBriefcase - VOID reason is now compulsory

iBriefcase - correct wording "Reviewed and rejected by" is now in the footer

iBriefcase - User folder on the Documents tab will reload to the current folder

iBriefcase - Ability to send a reminder to clients that haven't signed documents

iBriefcase - email is now sending to the practice when a document is signed (issue only affected sites without a logo added to their iPracticeHub configuration)

iBriefcase - archive Signed Documents now working (issue only affected sites without a logo added to their iPracticeHub configuration)

iBriefcase - Archiving from Signed Documents tab now working

iBriefcase - Refresh after sending a Document for Signature now working

iBriefcase - Improved ability to preview documents

iBriefcase - Ability to preview document from Out for Signature tab has been added

iBriefcase - Ability to Delete documents from the Archived tab

ATO SmartDocs - introduction of multiple phrase searches on the Document Identifier to make it more acurate

iBriefcase - Document History download now works on databases with + in the name

iBriefcase - Introduction of Desktop Signing, Reviewing & Download

iBriefcase - Introduction of Document Rejecting (Client does not want to sign\approve a document & can give a reason)

iWorkflow - Filter can now be set to show tasks that are Unassigned

Dashboard - If the order number is not allocated to each Launch Control item the order will default to Alphabetical

iBriefcase - Full address now shows in MyDocs on the app

iWorkflow - New table view to enhance sorting options

Smart Inbox - Addition of the ability to automatically assign Teams

iBriefcase - Removal of Pop ups for signed documents as this was not working correctly

iBriefcase - Full name spelling corrected on the signing screen of MyDocs

iBriefcase - Date/time on the appendix of a signed document now showing in local time

iBriefcase - Appendix\Footer was intermittently missing when a document was signed

iBriefcase - Practice logo is now showing on all iBriefcase emails to clients

iBriefcase - Ability to add reference to a video in all iBriefcase emails to clients

iBriefcase - Documents can now be sent directly to Document History (Archive) with a notification to the client if required

iBriefcase - Ability to drag & drop multiple documents

iPracticeApps - Sign button on Documents for Signing can now be hidden for better document review

iWorkflow - Update button is now accessible directly from the Job Progress screen

iWorkflow - Details completed on Default & Custom forms now easier to read

iWorkflow - Documents can be sent for Signature, Review or Archive directly from the task

iWorkflow - Subject line of the task now included in the Notification emails - [Subject] needs to be added to the email template

iWorkflow - unable to remove a due date on a task

iWorkflow & iTools - unable to send a one on one push directly from iPracticeHub

iWorkflow - number of tasks in Outstanding & In Progress not updating on the iWorkflows icon

iBriefcase - wording adjustments to all emails to clients

iBriefcase - Signed Document timeline was not showing details correctly

iBriefcase - when Archiving a document from Signed documents the document needed to be archived twice for the process to work

iBriefcase - all documents in Documents for Review were showing as being reviewed now

iBriefcase - Appendix page on Certified documents now wrapping text

iBriefcase - Reviewed Documents can now be downloaded

iPracticeApps - document download now working for IOS phones

Dashboard - To Do List now lists in date order

Introduction of ATO SmartDocs

Introduction of Teams to Assign To

iWorkflow items on the Dashboard are now buttons that open the appropriate tabs

Drag & drop documents into an iWorkflow item to attach them

Addition of Unassigned filter for iWorkflow items

iBriefcase - Validation of PDF document when sent for signature or review. PDF document cannot be locked or protected.

Verification of users local date & time

iWorkflow - Assign to Users listing in Alphabetical order

iWorkflow - Custom forms listing in Alphabetical order

iWorkflow - Custom forms time issue (now allows for Day Light Savings)

iWorkflow - Fix for slow refresh on filtering

"+" character catered for through out iPracticeHub

iBriefcase - Timeline dates issue

Documents in the Archive screen now available to be viewed in Document History in the App

iWorkflow - Alert emails not being sent if iWorkflow Alert Email in the main Configuration screen is blank

Introduction of Notifications for Signed & Reviewed documents

Introduction of Archive screen within iBriefcase

Description field added for Applications

Drag & Drop function to order Applications within a Task Type

iWorkflow - Screen refresh

Introduction of Smart Inbox

Introduction of Digital Signature

Introduction of Send for Review

Introduction of Task Types

Send Push Notifications from iWorkflows if you have an iPracticeApp

Send Text Messages from iWorkflows

Send Emails from iWorkflows

The amalgamation of iApprovals into iWorkflows

The amalgamation of Portal into Launch Control

The Launch Control is now editable & Users can customise their own views

iPracticeApps renamed to App CMS & moved to iTools

iTools incorporates App CMS, Email, Text Message & Push Notification

The ability to turn off iWorkflow notifications

The ability to edit iWorkflow email wording

iWorkflow - Progress percentage was incorrect if a number of percentages were added for one application

iWorkflow - Audit time for job progress was out by an hour

iWorkflow - Search functionality added.

iWorkflow - Page numbers enlarged for easier navigation.

iWorkflow - Some further email formats where not previewing correctly.

iWorkflow - Approved & Not Approved status removed to avoid confusion when filtering.

iWorkflow - Custom form name will prefill in the Subject line (this can be typed over).

iWorkflow - Some emails where not previewing correctly.

iWorkflow - Workflows/Tasks can now be filtered by Assigned To field.

iWorkflow - Emails with Microsoft Word attachments - word documents can now be viewed & downloaded.

iWorkflow - Emails with Microsoft Excel attachments - excel documents can now be viewed & downloaded.

iWorkflow - Sorting by any of the date fields