2022
March 22
- Profit & Loss / Balance Sheet: Initial and Adjustment columns have been added. Users will be able to view “Interim” figures by selecting the “Display Interim Values” from the settings cog icon.
- HAT ATOL released
- Mercia Registered Social Housing manual released
- Mercia Solicitors (NI) released
- Mercia Clubs (NI) released
2021
November 21
- [AU]: Class Super Client Import
- Merge and link is now available on existing clients
- Trustees and Members import clean ups
- Members’ AU resident column Yes/No
- Trustee Structure will be set accordingly (i.e. Individual or Corporate)
- GST Details import enhancements
- [AU]: Class Super Trial Balance / Reports Pack Import
- Minor UI updates on previews
- Quantity pulled into Lead Schedules/Summaries – now displays the Market values
October 21
- Supporting documents can now be attached to document type workpapers.
- External Firms – Users can now attach External Firms when creating new files from the Workflow Manager.
- Client import – Clients can now be imported into MyWorkpapers using a default template.
- [AU]: Class Super Client import – Class clients can now be imported manually into MyWorkpapers (without the use of the Class API integration).
- [AU]: Class Super Trial Balance / Reports Pack import – Users can now import Class Trial Balance and Report Packs manually into MyWorkpapers (without using the Class API integration).
October 21
- Trial Balance: Users will now be able to export Trial Balance to excel/csv from a Trial Balance workpaper marked as complete
- Periodic firm templates will now be available to copy within the Year-End template files
August 21
- Sage two-way integration – Journals can be pushed back to Sage from MyW (UK)
- Embedded hyperlinks
- Xero Export permissions – update to restrict users who can export journal to third party products
- Import clients – users can now bulk attach an External Firm to the clients being imported via API (BGL, Class, SuperMate)
- HAT Corporate Audit released
July 21
- Sage Trial Balance can be imported from Sage Accounting (UK)
- .docm supporting documents can be imported
- Mercia FCA released (both DIF and MGI)
May 21
- Completion statistics can be viewed at a folder and file level
- PDF annotation now retained when files are rolled forwards
- PDF annotations no longer change names in the working paper index when edited with PDF editor
- Materiality – now calculates with decimal point value
April 21
- Firm portal available for Audit and SMSF file types that enable Auditors to communicate and collaborate with external firms
- SMSF Administrator portal feature renamed to External Firm Portal to reflect expanded use
- Digital Document Transfer added to enable External Firm (Administrator in Australia for SMSF) to transfer documents from their own MyW client to the firm Portal
- Reports pack – UI/UX improvements for bulk send documents and Report Type (AU)
- New Class Super Reports (AU)
- PDF Annotation – colour of Workpaper references added can be changed
March 21
- PDF Annotation – upgraded features – for search files/comments and annotation time stamps
- Firm templates – firm template names can be edited from “manage templates” page
- Office Online Datafields – new fields now available
- New accounting structures available – 2020 and AU – Reckon XPA APS (UK)
- Completion reports section for Key Accounting Estimates enabled for Mercia templates (UK)
February 21
- New datafield – SMSF Fund trustee added to template (AU)
- Users can create copies of the QAE Accounting Estimate programmes (UK)
- All QAE Accounting Estimate programmes will be added to the Audit Plan for risk assessment (UK)