Release History

BETA RELEASE 1.8.3.9

November 2019

RESOLUTIONS

  • Consolidate previously disposed pooled assets into one line item for reporting purposes.


RELEASE 1.8.3.4

September 2019

RESOLUTIONS

  • Greater Account Details will come into Reportance now from Class  | REP-164
  • Improvements to Formatting for Interest Paid or Received. If just one it will appear Black. If Interest Received is Greater then it will be Black.  If Interest Paid is Greater then the final figure will be Red | REP-162
  • You are now able to print all of your Journals in a Dataset | REP-81
  • If an Assets CDW now falls below $1 in a year it will been written off | REP-165



RELEASE 1.8.2.4

June 2019

RESOLUTIONS

  • Fixed a bug enabling the user to add a matching rule if all rules had been deleted | REP-132
  • Fixed a bug when adding a custom accounting policy | REP-133
  • Depreciation reports will keep DPI settings from profit and loss statement when produced in a report | REP-100



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

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