03/2023 - v23.2.0 Release notes

MyWorkpapers is pleased to announce the following updates made on our platform.

Enhancements

• Email layout updates: External Firm users' “Welcome” and “Notification” emails will now display the Firm’s details (Firm name, website, Company Telephone and Street Address).

• External Firm (Admin) Query notifications: Users will now be able to include a personalised message when sending notifications to their External Firm (Admin) users.

• New Activity Feed logs:

  • Log will be recorded within a file when a workpaper is deleted.

  • Log will be recorded within a file when a workpaper is restored.

  • Log will be recorded within a file when a recycling bin is emptied.

  • Log will be recorded in the Dashboard when a file is deleted. This includes the file number in case users might want a deleted file to be restored.

• Labels update:

  • “Workflow Diagram” menu icon has been renamed to “Workflow”

  • LMS option in the help dropdown has been renamed to “MyWorkpapers Academy”

  • Roles and permission’s section “Workpaper Index” has been updated to “Working Paper Index”

  • “Add risk” window now displays tooltips for “W/P ref” and “Schedule” fields to help users understand the use of each section

• Journal Entries: “Add new section” has been added to the top of the page to allow users to add sections without having to scroll to the bottom of the page.

Improvements/Bug fixes

• Zip export was failing for some files which included LiveDoc workpapers. This has now been resolved.

• Monthly files: Changing the year end (parent) file’s period affected the Trial balance links between the monthly files. This has now been fixed.

• Unadjusted Journal entries with custom accounts were failing to display the amounts within the “Summary of Unadjusted Misstatements” table due to missing Account Type attributes. The amounts will now display once the custom accounts are mapped to a Lead Schedule within the Trial Balance. Users may have to update their mappings on an existing custom accounts to apply the fix.