2025
September 19
Enhancements
- Bank transaction data now displays dates in a consistent DD/MM/YYYY format for improved readability and data management
- Enhanced data filtering capabilities have been implemented for bank reconciliation workflows to help organize transactions more effectively
Bug fixes
- Resolved an issue where users with names containing special characters experienced difficulties with email notifications during the login process
- Improved login security validation to ensure proper protection mechanisms are consistently enforced
- Corrected errors that occasionally occurred when accessing certain application settings, improving overall system reliability
- Resolved an issue that could occur when exporting journal entries, ensuring more reliable data export functionality
September 5
Enhancements
- (AU Only) SMSF Dashboard improvements have been implemented with enhanced status tracking, notification improvements, and a new “Queries with Auditor” section for better workflow management
- Journal functionality has been significantly enhanced with configurable support levels, modal creation options, and streamlined dropdown menus based on template settings allowing users to now create journals from anywhere
- Show incomplete procedures functionality has been introduced allowing users to filter workpapers to only show outstanding work
Bug fixes
- (AU Only) SMSF notification system issues have been fixed including proper status updates and default notification team functionality
- Trial balance import issues with Xero integration have been resolved
- Client creation process now properly allows apostrophes in client names during new file setup
- Website links in workpaper comments now properly copy during workpaper copying and roll forward processes
- Trial balance import from Bright AP no longer incorrectly applies change tracking on first import
- Various system errors and database-related issues have been resolved for improved stability
- Workpaper copying and navigation functionality has been improved for better user experience
- SMSF Dashboard favicon has been added for better user recognition
August 29
Enhancements
- Automated workpaper functionality has been significantly enhanced with improved data processing for fixed assets, trade debtors, and trade creditors
- Fixed asset data integration from Xero has been expanded to include disposal information and enhanced filtering capabilities
- Data field application process has been improved with better validation and user feedback when importing general ledger data
- Invoice data processing has been enhanced with improved date formatting and additional data fields for both customer and supplier invoices
Bug fixes
- User list sorting has been restored to alphabetical order when adding members to engagement teams, replacing the previous creation order display
June 27
Enhancements
- (AU Only) Client query interface has been redesigned with improved layout and more intuitive controls for better user experience
- Version history is now automatically hidden when workpapers are marked as complete, providing a cleaner interface
- User-friendly error messages have been added to provide clearer guidance when integration issues occur
Bug fixes
- Justification column entries in group risk assessment workpapers now save properly
- Review point filters now correctly display only review points and exclude client queries
- An issue preventing files from being added to read-only users has been resolved
- Supporting documents marked as complete can no longer be accidentally overwritten
- Monthly and quarterly files can now be successfully copied into Year End/Exempt files
- Materiality figures in completion risk assessment reports now display on print preview
- Various system stability issues have been resolved for a more reliable user experience
May 23
Enhancements
- Tracking changes when re-importing the trial balance. This feature will allow users to see what has changed between uploads of the trial balance.
- BrightID improvements, and a more prominent button on the login page
- Improvements have been made to how workpapers are copied between files in the system
- Review points have been enhanced to allow the changing of the reference after creation, and to allow multiple references on a review point
- (AU Only) Date Received column has been added to the External Firm page to show when queries were last received
- Various security related issues have been improved
Bug fixes
- When changing the name or reference of a workpaper, editing it again will now hold the original edit without needing to refresh the page
- a bug meaning that the integration with Bright Accounts Production could unexpectedly delete journals has been resolved
- An error allowing materiality to become stuck on an amount has been resolved
April 25
Enhancements
- AMY has had improvements to provide links to the help centre within answers and a small UI update.
- Conclusion building blocks have been added to the completion statistics of a workpaper, making it easier to see where a conclusion may have been missed within a workpaper.
Bug fixes
- Completion report will now correctly display the materiality figure when in print view and downloaded.
- Accounting structure performance has been improved, editing accounting structures will now be faster and more accurate.
- Conclusion on the A71 workpaper within pension files will now work as expected
- Review points will now correctly display the staff list depending on permissions
April 11
Enhancements
- Bright Accounts Production integration – Release of an improved integration with Bright Accounts Production for two way integration of trial balance and journals
- Exclusion of old templates – Old templates will no longer show up on the list of files when creating a new file or rolling a file forward
- Copy workpaper updates – improvement where it will now be possible to select folders from both the source and target when copying workpapers between files, negating the need to create folders before copying anymore.
- Administrator queries – improvements to the administrator queries to show if no response is required and additional filters
Bug fixes
- Audit Plan tool tips fixed to not disappear on scrolling the page
- Improvements to speed of large files
- Review point permission changes
- Bright Accounts Production prior year import will now import correctly
March 21
Enhancements
- Improvements to customiser in some templates including the ability to hide folders no longer required
March 5
Enhancements
- BrightID will be released as an optional way to log in and allow our users to migrate their login to BrightID ahead of it being switched over in the future.
- The status column on the working paper index has now been changed to show the completed sign off on a workpaper, allowing used to more easily see who has signed off a workpaper and when.
- Old templates will be hidden from the new file creation menu, meaning only relevant and up to date templates will show.
Improvements/Bug fixes
- Fixed a bug that could cause materiality to get stuck on the Group Materiality workpaper
- Regional settings will now apply as expected
- Conclusion on A71 on some templates has been fixed to work as expected
February 13
Enhancements
- Content resources – The way that resources related to our content is provided has been overhauled making it easier than ever to view and copy example letters, reports, and other content-related resources.
- Clone template – we have added the ability when creating a firm template to clone an existing industry template as a starting point for your custom template
- Conclusion UI change – to make it clearer when a conclusion is required in a workpaper, the answer will now be blank until an answer is selected instead of defaulting to the top response. The conclusion drop-down has also been moved consistently to the left side of the workpapers in all places
- Audit plan headers – the audit plan headers are now sticky, meaning as you scroll down the audit plan the headers will remain in place
Bug fixes
- Customiser hiding folders has been fixed, this mainly affected the PF folder in some audit files
- Copying workpapers speed has been improved
January 23
Enhancements
- AU Only: SMSF Dashboard full release with further improvements and status mapping capabilities
2024
December 12
Enhancements
- TB import improvements
- Journal improvements
- New audit exemption building blocks and tables
- AU only: Further SMSF dashboard improvements
November 14
Enhancements
- AU only: Optimisation and improvements to the SMSF dashboard
October 26
Enhancements
- We have revamped our system emails, all emails will now look different and have less irrelevant information
- SMSF Dashboard has been released in Beta, we will gather feedback and will fully release the dashboard soon
- We have made improvements to the copy workpaper functionality, it now allows you to select which folder you wish copy the workpaper into when using the functionality. It will also now show a list of linked files when using the copy functionality
- AMY is now smaller, and when used the chat will be retained until you log out
- We have added logging in the activity feed for when a journal is deleted
- We have also added logging in the activity feed to the removal of a sign off on workpapers
- Bright integration is now available in Australia
- An upload button has been added to the client queries page making it easier for client users to upload supporting documents
Improvements/Bug fixes
- Fixed a bug that caused references on the trial balance to duplicate on refreshing the page
- Fixed an issue where when the trial balance was downloaded the & symbol would result in additional characters
- Bulk sending documents from BGL report pack has been fixed
- Role filter in the user access page has been fixed and will now sort staff users by their role as normal
- When opening the advanced options on the roll forward page, the prior years file will now be selected automatically
- Fixed an issue that stopped accounts with an “&” symbol being mapped on the dual code mapping page
- Fixed an issue that was causing some document uploads to be duplicated
August 12
- AMY – We have launched our own AI assistant AMY, which is helping firms make more of our platform.
- [UK & EU]: Bright Integration – We have introduced in this release integration with BrightBooks and BrightAccountsProduction. This will allow users to import a trial balance into MyWorkpapers, as well as exporting journals from MyWorkpapers to those products.
- Dual Codes – Improvements have been made to the mapping of dual codes, meaning that users should find that more codes are now mapped automatically when creating a dual code file. The UI on the trial balance page has also been improved to include information about where, how, and when a TB was imported.
- [UK & EU]: Payroll – We have brought the functionality of our cloud-based working papers to the payroll process, helping firms to better manage this regular work in their practice.
August 10
We have made a number of useful enhancements including:
- We have revamped our system emails, all emails will now look different and have less irrelevant information
- [AU]: SMSF Dashboard has been released in Beta, we will gather feedback and will fully release the dashboard soon
- We have made improvements to the copy workpaper functionality, it now allows you to select which folder you wish copy the workpaper into when using the functionality. It will also now show a list of linked files when using the copy functionality
- AMY is now smaller, and when used the chat will be retained until you log out
- We have added logging in the activity feed for when a journal is deleted
- We have also added logging in the activity feed to the removal of a sign off on workpapers
- [AU]: Bright integration is now available in Australia.
- An upload button has been added to the client queries page making it easier for client users to upload supporting documents
June 5
- Dual code – Our Dual Codes feature allows firms to import data from any system via integration or spreadsheet and maintain each system’s Chart of Accounts. This allows firms to map their Trial Balance with whatever financial statements system.
- 2FA app – Functionality for linking 2FA to an authenticator app instead of email implemented.
April 10
Dual Codes – Added elements of our upcoming Dual Codes feature to the system, these are intended as a placeholder for the time being and not intended for general use at this time, these include:
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- Selecting the account production system within the firm settings
- Selecting the bookkeeping system for the client within “Advanced options” when creating or rolling forward a file
- Selecting the source bookkeeping system during CSV import.
March 4
We have made several enhancements to the platform, including:
- Preparation for moving over to the login page with multi-firm and SSO
- Updates to Materiality page for Audit