RELEASE 1.8.1.17

March 2019

RESOLUTIONS

  • Fixed an issue where MS Office update caused an error when running Financials from Reportance | REP-147



RELEASE 1.8.1.11

January 2019

RESOLUTIONS

  • Fixed issue importing foreign currency amounts from Xero API | REP-97
  • Margin widths in reports are now consistent | REP-112
  • Automatically allocate Xero API rounding errors to the rounding account | REP-130
  • Fix bug with automatic depreciation journal missing tables | REP-134
  • Interest expense now shows as negative in reports | REP-145
  • Ability to customise report fonts, sizes and other formatting options in custom .xltx templates | REP-136
  • Adjusted report margins to remain consistent across page types | REP-138
  • Fixed issue with blank notes page appearing when there are no cross-referenced notes in the financials | REP-142
  • Ability to work with MYOB AR files on a local network server  REP-92
  • Automatic saving of last used MYOB server path | REP-125
IMPROVEMENTS/FEATURES
  • Accounting Policies will auto page break requiring at least one paragraph following a header | REP-143



RELEASE 1.8.0.31

October 2018

RESOLUTIONS

  • Fix issue preventing mass allocation of assets to a low value pool | REP-79
  • Exclude disposed assets from MAS Assets import | REP-93
  • Fix issues with file upgrades | REP-111
  • Improve line spacing for accounting policies in reports | REP-89
IMPROVEMENTS/FEATURES
  • Ability to import both journals and trial balances from Excel | REP-85
  • Updated default Reportance chart (for new files only) to change Trust Capital terminology to use Issued Units or Settlement Sum | REP-87
  • Removed signing dates from client declaration | REP-86
  • Ability to import assets from Xero Tax Depreciation Schedule | REP-36
  • Ability to import HandiLedger assets into Reportance | REP-102
  • Bug fix to prevent issues resulting in accounts going missing from the accounts view | REP-113
  • Add Grand Total Row to Excel depreciation reports | REP-115
  • Ability to work with MYOB AR files on a local network server | REP-92


RELEASE 1.8.0.14

June 2018

RESOLUTIONS

  • When saving report templates the current entity id is substituted | REP-82
  • Selecting Reportance does not cause the UI to jump to Class | REP-90

IMPROVEMENTS/FEATURES

  • Updated to include support for Xero API changes | REP-94
  • New calculated column in reports for percentage of sales | REP-97
  • Ability to set 'auto match' rules to automatically match accounts to the master chart based on their account number | REP-96



RELEASE 1.7.1.4

15 December 2017

NEW FEATURES

RESOLUTIONS

  • Assets can now be scrolled through when in the 'Allocate Assets to pool' screen | REP-39
  • Trading statements in Reportance reports now inherit firm branding colours | REP-52
  • Asset purchase date now sets default to today rather than 1 January 1900 | REP-60


RELEASE 1.7.0.1

10 August 2017

  • Optimise performance of assets module, including removing cap of 499 assets.
  • Optimise performance of report generation by up to 2000% (particularly for complex consolidations)
  • APS Trial Balance Import function and Assets Import automation
  • New ‘Save As’ function
  • Updated depreciation rates
  • Allow Reportance files to be access via UNC paths (for example with folder redirects)
  • Upgrade HowNow Smart Workpapers to Version 2.2.0.27, see Release Notes
  • Populate your email into Xero login by default
  • Ensure default division sets correctly on importing new accounts



RELEASE 1.6.2.1

31 May 2017

  • Upgrade HowNow Smart Workpapers to Version 2.2.0.16, see Release Notes
  • Fix addin registration button in Help Menu



RELEASE 1.6.1.12

10 March 2017

  • Authentication upgrade with performance enhancements
  • Automated balancing journal export to MYOB AccountRight Live and Xero
  • Automated MAS Trial Balance Importer
  • Improvements to the MAS Assets importer
  • Add date field to journals



RELEASE 1.6.0.20

11 October 2016

  • Firm Wide Accounting Policies – edit policies at a firm level using our online interface, while retaining the ability to customise at a client level.
  • Reporting Improvements, including
    • Firm Wide Layout Rules to get consistent report layouts
    • Set your firm brand colour so that it appears in the report
    • Create and deploy custom report templates. see customising report templates for more information.
  • General Ledger reports which can be presented from the context of either the client chart of accounts or the Reportance chart of accounts.
  • Improvements to the MAS Assets importer



RELEASE 1.5.7.2

15 August 2016

  • Introducing the Class API (in Beta)
  • Import utility for AST Assets (MAS)
  • HowNow Smart Workpapers Update with Query Management Feature



RELEASE 1.5.6.21

1 July 2016

  • Create workpapers from your list of online starter files
  • ‘Search’ function in the Chart of Accounts screen to make it easy to find accounts
  • Ability to view and export consolidated trial balances
  • Calculation column in reports to show variances
  • Home page no longer shows in reports so you can one click export from Excel into PDF



RELEASE 1.5.5.79

14 January 2016

  • Ability to roll opening balances from one dataset to another
  • Ability to import movement journals
  • Appropriation Statement in Financial Reports
  • Add Page Numbering to Financial Reports
  • Purge unused accounts function (in Source settings under Advanced)
  • Large number of UI Improvements and Bug Fixes




RELEASE 1.5.5.79

  • Opening balance roll-overs and movement journal capability
  • Partner sign-off field
  • Client Declaration sign-off details
  • Office 2016 Compatibility
  • Appropriation Statement
  • Terminal Server Installations


  • Improve appearance of reports
  • Added page numbering to reports
  • Database optimisations
  • Purge unused accounts function within sources
  • Assets Groups can be stored
  • Asset year drop down lists updates when new years are created
  • Data Maintenance check will fix missing current year earnings and other common
  • Increase size of debit/credit columns in journals and show out of balance amount
  • Prevent Level 1 headers being treated as 'include in notes'
  • Allow for improved scrolling in depreciation reports
  • Function in Reportance to automate registration of Excel addins if required (Help menu, 'Register Addins')


Bugs Fixed

  • Quickbooks Online imports will handle large files and gives you longer than one minute before timing out in the authorisation process
  • Remember API credentials (for all types) when importing from same source in an existing Excel session
  • Contents now updates on first report generation, as well as when pressing the button
  • Consistent date formatting on all 'sign' areas in reports
  • Classifications are determined from last account no/name combo, not just account no
  • Allow empty ABN strings
  • A range of other minor fixes