2021
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)