[AU] October Product Update

Improvements

Loan Matrix improvements

The Inter-Entity Loan Matrix is easier to maintain and work with this release.

What this means for you:

• Rolling over a binder with Loan Matrix records now carries them forward as rollover recommendations — accepting one links the binder to the matrix, automatically links any other entities in the group that have already been rolled over, and populates balances, so you’re no longer manually re-linking every entity each year
• You can now start a Transaction Comparison Tool directly from the Loan Matrix grid instead of opening each cell individually — a new toolbar option runs the comparison across every linked relationship for the current binder at once, with the choice to include relationships that have already been reconciled
• You can add an Internal Note directly from the matrix when reviewing a loan link — handy for recording why a particular link does or doesn’t exist — without leaving the matrix to find the account

New Trial Balance view: Debit / (Credit) - Single Column

The Index’s Trial Balance view now offers a third option alongside Financial Statement and Debit and Credit Columns: a single column showing debits as positive and credits in brackets, matching the format many firms are used to from legacy practice ledgers.

Further Improvements

Linking a PDF into a workpaper record from FYI or iManage now searches for the account balance and pre-fills the reconciliation field, as it does for an uploaded document. While the file is still being fetched, the record shows a downloading status instead of reporting the balance as not found.

• GST is now captured correctly against an invoice line in GL Workpapers, even when the underlying MYOB invoice has more than one line item.
• The GST prefill on certain worksheets no longer overwrites a formula you’ve already entered.
• Reconciliations involving sub-cent ledger balances now reconcile accurately, without the rounding mismatch that could previously appear.
• A journal posted from a worksheet now stays connected to its account when the binder’s column dates change.
• Importing a prior year binder into an already rolled-over binder now completes reliably.
• Firms can now use Troubleshoot Access to diagnose file access issues for a specific user.

Workpapers Content

Release date: September / October 2026

New Features

• 15 Business and Professional Items
• AS07 PAYG Withholding
• H39 Long Service Leave - BETA

Improvements

• B01 Summary
• 07 Super and Annuities (Prefill version)
• 09 Personal Services Income (Prefill version)
• 19 Foreign Income
• PHI Private Health Insurance Details (Prefill version)
• SP Spouse Details (Prefill version)
• C50 Income Tax Account
• H50 Integrated Client Account
• J50 BAS Lodgement
• J51 GST Reconciliation
• N75 Superannuation

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Improvements

Report template editor improvements

Grand Total and Subtotal for report table columns

• Auto-calculated report table columns can now be a Grand Total (the default, works as before) or a Subtotal that adds up only the columns since the previous total column. This allows grouped column totals — for example, separate Equity and Debt totals plus a final Total members’ interests. Column totals now also calculate the same way in the editor and in the generated report.

Formulas on a single table cell

• Custom report tables now support a formula on a single cell. Right-click a cell, choose Cell Options, and tick “Use formula for this cell” to calculate just that value from accounts, using the same formula syntax as row and column formulas. A cell formula takes priority over any row or column formula covering the same cell.

Turn a list of names into a sentence automatically

• Report formulas can now include a new tag that renders a list as a natural-language sentence — for example, a trust’s trustee names as “Jane Smith, John Brown, and Acme Nominees Pty Ltd” — instead of needing to be typed out and maintained by hand. Add it directly inside a formula in the Formula Editor.

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New Features

E-signature with Annature and FuseSign

Send documents for signature directly from Active and automatically receive signed copies.

Active connects to two e-signature providers, Annature and FuseSign. An admin connects your firm's account once in Admin Centre → Integrations, and sending becomes available to everyone who can see a client's documents.

What this means for you:

• Send documents for signature from Active
• See at a glance what is still waiting on a client
• Signed copies land back and are filed against the client, with the original and the sent copy kept alongside

Document search

Search finds every document you can access, no matter how long ago it was added.

Client Documents and Internal Documents now open on 'All dates' and show your 50 most recently modified documents straight away. Search covers everything you can see, regardless of when it was added or last changed, so a date range can no longer hide the document you are looking for. You can still choose a period to narrow the list. Next time you open the page, it returns to All dates. Search covers Document title, email subject, document ID, reference code, client name, code, keywords, and description. You can also search by file type on its own. Type pdf or .docx to see every document of that type.

What this means for you:

• The document you search for is the document you get
• Find what you need without setting a date range first
• The page opens faster
• Search by file type in one step
• See which fields a search covered, and change them

File notes

Record a file note as its own document, and find it later by searching for anything you wrote.

What this means for you:

• Keep records of calls, advice and decisions alongside the client's other documents
• Find a note using any word in it, not just the title
• Document naming conventions
• Consistent document names across your firm, without everyone having to remember the format.

Document naming conventions

Consistent document names across your firm, without everyone having to remember the format.

What this means for you:

• Documents are named the same way, whoever files them
• Less time typing and correcting names
• The right document is easier to spot in a list
• Apply your firm's naming convention to files and email attachments

Visibility settings for client cabinets

Choose who can see sensitive client cabinets.

Client cabinets now have the same Security and Visibility settings as internal cabinets, with two options: Everyone or Team, where you can choose one or more teams.

Every existing client cabinet is set to Everyone, so nothing changes until an admin restricts one. Once a cabinet is restricted, the setting applies everywhere its documents appear: the client's Documents tab, the Documents page, search, custom views, filing destinations, binder document pickers, and the Outlook and Office add-ins. It covers documents already filed there, not just new ones. Set visibility once for the cabinet, and it applies across every client.

What this means for you:

• Payroll, secretarial and partner-only material is seen only by the people who need it
• One setting controls visibility everywhere the documents appear

Separate permissions for deleting documents

Decide separately who can move documents to the Recycle Bin and who can delete them for good.

What this means for you:

• More control over who can delete documents
• Clear out or restore several documents in one go

Email templates

Write your standard client emails once and send them from Outlook.

Set up the emails your firm sends repeatedly: engagement follow-ups, document requests, lodgement confirmations. Each template has its own subject line and supports merge fields, so it fills in client details for you.

Email templates sit with your other content templates, so all your template wording is in one place.

What this means for you:

• Standard client emails are written once and worded the same way by everyone
• All your template wording is managed in one place