MyWorkpapers is pleased to announce the following updates made on our platform.
Enhancements
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Personal Tax: Trial Balance features are now enabled for Personal Tax files
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Journal Drill Down: Users will be able to see the details of journal adjustments made against each account within the Trial Balance
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Copy Workpapers: Workpapers and documents can now be pulled into a year end file from the linked monthly and quarterly files.
Improvements/Bug fixes
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Materiality: Some clients were facing issues with the benchmark figures being un-editable. Issue has now been resolved, however, existing files will not be updated to prevent loss of information.
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My Files: pagination issue has now been fixed.
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Xero Trial Balance: Re-importing Trial Balance with updated account details (i.e. Account code or name) were failing to pull in the figures. This has now been resolved.
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[UK] Limited Companies templates/files: Completion report workpaper sign offs were affecting the sign off within the Audit Plan workpaper. This has now been resolved and workpaper has been added back into the relevant templates.
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[AU] Class csv import: Importing Trial Balance failed to display new accounts within the previously applied Class Accounting Structure. We have resolved this by automatically re-applying the Class Accounting Structures for Class TB imports.
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