This release includes a number of new features, including a key login method change and changes to the formats of accounts.
Trial Balance Import
This new feature will allow you to import your Trial Balance (current year + the last 5 years comparatives) from other accounting softwares, by way of a csv/excel file. For more details click here.
This new feature will allow you to send a Letter of Engagement, a Letter of Representation, Solicitors Letters and Bank Letters to your client for signing, printed and posted for wet signature or e-signed, similarly to e-signing the financial statements. For more details click here.
New MFA Secure Sign-in
We have implemented a new, improved and more secure Sign-in process. This new Sign-in process also includes an optional multi-factor authentication either using phone (message/call) or using the Authenticator app. For more details click here.
Bank Feeds and Dext Prepare Available for All Businesses
We have removed the restriction that displayed the Bank Feeds and DEXT Prepare functions for Bookkeeping businesses only. Now, you will be able to import Bank Feeds and use DEXT Prepare in Non-Bookkeeping businesses also.
Check Brought Forward Routine in Comparatives
We have added the Check Brought Forward routine to Comparatives, as it is usually during the edit of the comparatives that they are un-synced with the current year opening balances. Now, on closing the Comparatives screen, the check will be performed and any issues will be displayed.
New FAQ Section in Help
We have introduced a new FAQ section in the Help website, with the Top 10 frequently asked questions. For more details click here.
We have made changes in the Nominal Balances to greatly improve performance.
For details of the compliance updates click here.