Product Update

NEW FEATURES

Binder Export Stamp for a Clearer Audit Trail

To improve transparency and provide a clearer audit trail, we've introduced an export stamp for your binders. It's now easy to see if a binder has been previously exported, with a clear record of who performed the export and when. This ensures better version control and visibility over your finalised work.

IMPROVEMENTS

Streamlined Document Version History

We've completely overhauled the document versioning interface to make tracking changes effortless. You can now easily view and manage the complete version history for all document attachments in a binder. This also applies to Financial Reports linked from Active Ledger & Reporting, where each refresh now creates a new, clearly labelled version, giving you full confidence in your historical data.

Further Improvements to Checklists

We're rolling out two significant enhancements to our checklist functionality:

• Binder Type Specificity: Firm administrators can now configure checklist items to only appear for specific binder types, ensuring your team is always presented with the most relevant and targeted compliance questions.
• Conditional Item Export/Import: We've updated our checklist export/import functionality and templates to fully support conditional logic, making it easier than ever to manage and deploy your firm's complex, intelligent checklist templates.

Binder Type Specificity: Firm administrators can now configure checklist items to only appear for specific binder types, ensuring your team is always presented with the most relevant and targeted compliance questions.

Conditional Item Export/Import: We've updated our checklist export/import functionality and templates to fully support conditional logic, making it easier than ever to manage and deploy your firm's complex, intelligent checklist templates.

Enhanced Balancing Journal Reporting

We’ve improved how balancing journals are displayed by introducing a new Balancing Journal tab within the Journal tab. The new summary view combines journals by account, clearly shows split accounts, and highlights the entries awaiting export along with their balancing amounts—making it easier to review and push journals back to your source system.

IMPROVEMENTS

Auto-Load Data on Dataset Creation

We’ve improved the dataset workflow by automatically loading data as soon as a new dataset is created. This reduces context switching and ensures you can start working immediately without having to manually load the dataset first.

Working with Consolidations

• You can now select a primary entity to designate as the head of a consolidation group. A new icon will appear next to the selected entity, making it easy to identify the consolidation head across your workspace.
• Users working in consolidated datasets can now easily drag and re-order entities to suit their preferred structure. Additionally, the dataset list now supports independent vertical scrolling, making it easier to review and manage large datasets without losing context.
• These enhancements streamline navigation and give users greater control over how data is viewed.
• We’ve enhanced the Assets module to better handle disposals across the year. When monthly depreciation journals are enabled, disposal amounts are now automatically spread into the relevant months. If you switch back to annual depreciation, the totals remain consistent for accurate reporting
• Users can now select the tab they want to import if uploading a Trial Balance file with multiple tabs
• Customising reports is now easier with fixed page headers in the Reports engine. No more scrolling back and forth — you’ll always see which section you’re working on, making navigation clearer and faster