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September 2023 | Enhanced Flexibility and Performance
September 2023 | Enhanced Flexibility and Performance
Kasparas Aleknavičius avatar
Written by Kasparas Aleknavičius
Updated over a week ago

This month, we released significant improvements to key platform modules. These updates are hyper-focused on improving our platform's usability, flexibility, and performance.

  • Reports now offer multi-year data exports for your specific tax needs.

  • Indirect tax module has been refined to make VAT group management simpler.

  • Risk Management app now allows custom roles to have "view" and "edit" access.

For the full list of improvements see below.

These changes are the result of the feedback provided by our user community, for which we are grateful. We love building together with our users.

If you haven't yet discovered our platform's capabilities, we invite you to schedule a demo. Experience for yourself how we can assist your organisation in advancing its tax maturity.

All improvements and bug fixes

Reports

  • You can now export a report without the need to select additional fields, such as exporting a list of VAT registration numbers.

  • Reports now support the export of financial and tax loss data.

  • Entity status filtering now functions as expected.

  • VAT/GST reports now encompass all entities, periods, and registrations.

  • Fixed an issue to ensure complete export of all financial data.

  • Capability to export data for multiple years in a single report.

  • Bug fix related to custom roles.

  • Bug fix concerning indirect tax exports.

Compliance Dashboards

  • If a return is filed without a due date, it is now labelled as "Filed without a due date" rather than "Late Filing."

  • In the review step of workflows, the assignee and approver columns no longer overlap.

  • UI fix applied to the table.

  • Resolved an issue where the transfer pricing dashboard was incorrectly calculated.

  • Bug fixes related to tooltip content.

  • Tooltips on the map now appear in the correct position.

Indirect Tax

  • Enhancements to VAT group functionalities.

  • No need to designate registrations as 'main' for inclusion in a VAT group.

  • Improved logic for joining and leaving VAT groups.

  • Added tooltips to clarify states.

  • The button for creating a VAT group is now always visible.

  • EC listings and Intrastat are now hidden for VAT groups.

  • Enabled editing of VAT group names.

  • Bug fix related to document uploads.

  • Page speed improved; uploading a VAT return is now faster.

  • Fixed an issue where changing the periodicity of a VAT registration was not possible.

Risks

  • Custom role settings now allow for risk access configuration.

  • Fixed the calculation of total gross exposure.

  • Completed tasks are now relocated to the bottom of the list.

  • Fixed an issue where the probability of loss was incorrect in the export.

  • Introduced a new tab for tasks.

  • Bug fix for incorrect total exposure calculations on the main risk dashboard.

Workflows

  • Custom roles now include view access to workflows.

  • Bug fix: previously uploaded WHT documents are now visible in data gathering tasks.

  • Introduced toggles for fixed review chains and related fixes.

  • Bug fix related to setting up due dates for tasks.

Legal Org Chart

  • Introduced a new entity type, "unit trust," represented by an oval shape.

  • Bug fix: completed tasks no longer appear in the sidebar.

Tasks

  • Implemented new back-end architecture.

  • Fixed an issue where repeating tasks couldn't be completed if assigned.

  • Fixed to display only tasks for which you are the current approver in the "tasks for approval" section.

Other Improvements and Bug Fixes

  • An error message will now appear in the form if inviting a member fails.

  • Added a Tasks tab to the Controversy app.

  • Disabled users will no longer receive notifications.

  • PPT documents can now be opened using Office for the Web (WOPI).

  • Resolved an issue related to re-inviting a previously deleted member.

  • Fixed a loading issue with the VAT periodicities table.

  • Fixed an issue where some users were omitted from user exports.

  • Introduced a new type for essential-to-monitor assets: Retail, student accommodation.

  • Bug fix for editing home page cards.

  • Bug fix related to invitation emails.

  • Bug fix for custom roles with view access to the legal tab.

  • Fixed an issue where uploading a pre-existing document to the Document Repository caused a problem.

  • Improved the copy for labels and buttons in Transfer Pricing.

  • Added a new Transfer Pricing agreement type: equity charge.

  • Fixed the Controversy map for better visualisation.

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