[AU] May Product Update

This month's release introduces Periodic-to-Annual Rollover (Part 1) with secondary source binder selection, auto-repair of workpaper links on sheet rename, and ad-hoc worksheet preview from the Index. Content updates include direct drill-through from L06 General Ledger Analysis into Xero transactions, and a range of worksheet fixes across tax reconciliations and returns.

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NEW FEATURES

Periodic-to-Annual Rollover (Part 1)

When rolling over a binder, you can now select a secondary source binder to include in the rollover. Workpapers, documents, and notes marked for rollover are surfaced from both binders, and you can choose exactly which records to bring into the new binder before inserting them.

Use this when you want to combine content from two prior binders into your new annual binder - for example, rolling forward a prior-year Accounts & Tax binder as your primary source while also bringing across relevant queries, documents, or workpapers from a recent Activity Statement binder.

This is the first stage of a broader rollover enhancement. We're continuously refining and expanding this flow - more to come in future releases.

What this means for you:

• Content (worksheet/documents/notes) from both your primary and secondary source binders is available in a single rollover action.
• Choose which workpapers and documents to insert into the new binder - only what you need carries forward.

Auto-Repair Workpaper Links on Sheet Rename

Renaming a worksheet no longer breaks navigation buttons or causes mismatched names between Excel and the Index.

Two changes ship together:

• When you manually rename a worksheet tab in Excel, navigation buttons that linked to that sheet are automatically repaired. You'll also be prompted to update the corresponding Workpaper Record name in the Index.
• When you set a Record Title via a template feature (e.g., G31 Div 7A), the Excel tab now renames automatically to match. If your title exceeds Excel's 31-character limit or contains invalid characters, a Tab Name override field appears so you can supply a valid sheet name.

What this means for you:

• No more broken navigation buttons after a rename.
• The Excel tab and the Index stay in sync without manual intervention.
• Cleaner, more consistent workbook navigation.

IMPROVEMENTS

Ad-Hoc Worksheet Preview from the Index

Right-click any worksheet in the Index to preview it without opening Excel. The preview opens in the browser, so reviewers and managers can scan a worksheet's content without launching Excel or interrupting their review flow.

What this means for you:

• Faster review cycles for partners and managers.
• Quickly verify worksheet content before opening Excel.
• Less context-switching during binder review.

Loan Matrix

• A Debit/Credit indicator pill now appears next to each account in the inter-entity loan matrix, making the direction of each balance unambiguous at a glance.
• Fixed an issue where the loan matrix incorrectly displayed balances as reconciled when both sides displayed the same sign.

Single Sign-On for Excel Add-In (Microsoft Sign-In)

We've streamlined the authentication experience for users signing in with the 'Sign in with Microsoft' option. Once you're signed into Active on the web, the Excel Add-In will recognise your session automatically - no need to sign in a second time when you open it.

We've also made broader improvements to the authentication flow to make it faster and more reliable overall.

What this means for you:

• One fewer interruption when switching between the web app and Excel.
• A quicker, smoother start to your binder work.

Please note:

This is being rolled out in stages and will take effect over the coming days. If you sign in using your email address and password, you'll still need to enter your credentials separately in the Excel Add-In.

Binder Export

• When Audit log option is unticked, the audit time zone is removed from the binder export for cleaner output.
• Supporting documents now appear in the order in which they are listed in the index.