Release Notes 2024

ATO SmartDocs — New configuration option for Extra $ amount (whole number only) for Activity Statement amounts.

Vault — Fixed PDF viewing issue with bookmarks.

Vault — Fixed transfer functionality case‑sensitivity for email addresses.

ATO SmartDocs — Ability to export to Jobs for FYI.

Vault — Send for Signature and Archive Documents now accept emails and mobiles separated by a semicolon.

ATO SmartDocs — Norfolk Island SMS support fixed.

ATO SmartDocs — HowNow X validation for max length 80 fixed.

iWorkflow — Fixed missing notes on NOA when Assessed Amount or Estimated Tax was $0.

iWorkflow — Fixed unassigned filter.

Reporting — Fixed timezone display in frequency settings and Report tab.

Vault — Fixed sorting issue with last modified date.

Vault — Fixed fields not clearing contact details in Send For Signature and Archive Documents.

ATO SmartDocs — Custom fields added to Nimbus API configuration.

ATO SmartDocs — SmartBot will not allow Delete if Download or Export are not enabled.

ATO SmartDocs — Fixed document download failures.

Dashboard — Fixed dashboard graph issue.

iWorkflow — Emails: [AssignTo] and manual assigning now working when frequency is on.

iWorkflow — Fixed selecting 0 minutes in email frequency.

iBriefcase — Fixed download & delete issues.

Reporting — Fixed daylight‑savings issue.

Vault — Fixed emails not received when uploading via the Vault.

ATO SmartDocs — Additional fields for MYOB PM API (client salutation, business address, postal address).

Vault — Digital Signatures introduced.

ATO SmartDocs — Enhanced PDF formatting for downloads & exports.

HubData — Changes to Xero API for 25 September (removal of IsProspect and other fields).

Vault — If not enabled, redirects to a new ATO SmartDocs webpage.

ATO SmartDocs — Send emails with attachments (TFNs redacted). Contact support for details.

ATO SmartDocs — Manually update document name when using Ad‑hoc or Merge.

ATO SmartDocs — Roboto font added to email & letter templates.

ATO SmartDocs — SharePoint & Nimbus activities added to audit log.

Vault — Updating mobile numbers added to audit log.

Reporting — Email & Document Status added to Document Processing Reports.

ATO SmartDocs — Client override Send for Approval now working correctly.

Notification — Database notifications now support multiple notifications.

ATO SmartDocs — Ability to set a client override for all documents to go for Approval.

ATO SmartDocs — Additional $ amount setting in Document Profile.

Vault & iBriefcase — New PDF viewing interface.

Reporting — Partner/Manager report; AI‑generated report on staff usage.

Dashboard — Direct link to product Terms & Conditions.

Vault — Transferring multiple documents fixed.

Vault — Client Upload dropdown now shows practice users.

ATO SmartDocs — New date format for [FormattedFinYear] — YYYY/YYYY (FYI databases only).

ATO SmartDocs — Ability to bulk upload users (request enablement via support).

Vault — Added option to upload a special logo; expanded skin colour options to HEX #.

Vault — Clients can now upload documents for the practice (two‑way loading).

Configuration — Workflow Task Allocation notifications can be grouped & scheduled.

iTools — Loading automation for Email & SMS lists.

ATO SmartDocs — Fixed extra carriage returns when converting emails to PDF for filing.

ATO SmartDocs — Emails created prior to setting up SendGrid now send correctly.

ATO SmartDocs — Fixed special characters in Word documents.

ATO SmartDocs — Restored missing error when Office 365 API is not set up correctly.

Vault (browser) — Moved logo to the left to replace labels.

ATO SmartDocs — Nimbus API now inserts Category field.

iWorkflow — Server logging of Ajax error to pinpoint issue.

Vault — Additional configuration options.

ATO SmartDocs — Fixed checkbox unticking when other actions refresh.

ATO SmartDocs — SmartBot export fixed when all documents are not visible on current page.

Vault — Ability to update a client’s mobile number within Vault.

Vault — Basic skin colours: Blue, Green, Purple, Red, Yellow.

ATO SmartDocs — SSL & port configuration now available for SMTP setups.

ATO SmartDocs — SendGrid API available.

ATO SmartDocs — Invalid special characters in document names via ATO API fixed.

ATO SmartDocs — Fixed downloading ZIP files when email date stamp failed.

ATO SmartDocs — Fixed documents remaining white instead of red when error occurs.

ATO SmartDocs — Added paging to speed tab loading.

ATO SmartDocs — New HubData tab for easy access.

ATO SmartDocs — Access can now be turned off per user (via support).

ATO SmartDocs — SmartBot will only export/download if client has been notified.

iWorkflows — Spellcheck added in various areas.

ATO SmartDocs — Nimbus integration pop‑up now shows errors.

ATO SmartDocs — Documents no longer show as green if not processed correctly.

ATO SmartDocs — Outlook/Outlook 365 graphics handling fixed.

ATO SmartDocs — Introducing SmartBot (one button does it all).

ATO SmartDocs — Nimbus saving non‑portal documents to the client portal fixed.

ATO SmartDocs — Export to Directory Structure Letters folder including additional email documents fixed.

Vault — Option for 2FA using Authenticator App.

Export to Directory Structure — Letters folder included.

Audit — Added audit for HowNow Chrome and Directory Structure Export.

iWorkflows — Separate Approve and Not Approve buttons.

Dashboard — Updated support/sales emails under Contact Us and login page.

ATO SmartDocs — Fixed SuiteFiles and FYI not working when recreated.

ATO SmartDocs — Removed Stop button from Data Sync dialog in HubData.

HubData — Removed Import Data Fields pop‑up when dragging a CSV.

Vault — New Viewed column in Archive and client Vault screens.

iWorkflows — Bulk assign workflows from Outstanding screen.

Dashboard — Help menu moved to an icon; Feedback button added.

ATO SmartDocs — Fixed missing characters (e.g., backslash, forward slash) in filename and filing path.

ATO SmartDocs — Financial Year can be detected when located mid‑document.

ATO SmartDocs — Prevented saving of empty templates.

iTools — Fixed missing From and Content data for emails from Vault.

ATO SmartDocs — Export directly to a Directory Structure.

ATO SmartDocs — Nimbus API: send to Portal option.

iTools — Vault SMS are visible in the SMS list.

Vault — Default email includes the Practice logo.

ATO SmartDocs — “Not Approved” downloads no longer include email.pdf.

ATO SmartDocs — Reactivating ATO API auto‑imports prior‑day documents.

ATO SmartDocs — Updated failure message when importing fails.

ATO SmartDocs — Processing now handles HubData with tab characters.

ATO SmartDocs — Copying Assessment Type to another profile works.

Notifications — Appear after 2FA login.

Vault — [FullName] and [Method] keywords resolved correctly.

iBriefcase — Fixed alignment of buttons in Archive tab.

ATO SmartDocs — New button to Send for Approval once documents go green.

ATO SmartDocs — Nimbus API integration (beta).

iWorkflows — Added preview for Email/Letter in workflow list.

Vault — Mobile not required if Send for Notification is ticked.

iWorkflows — Fixed workflows remaining Outstanding after sending.

ATO SmartDocs — Fixed missing HubData keywords in template keyword info.

ATO SmartDocs — HowNow Chrome tags visible after export.

ATO SmartDocs — Bulk Scan allows 0 pages to mean “do not split”.

ATO SmartDocs — Bulk Send shows items when >50 documents.

ATO SmartDocs — Templates with two or more keywords no longer remove the entire line.