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February 2024 | Workflows 2.0
February 2024 | Workflows 2.0
Bart Van Remortele avatar
Written by Bart Van Remortele
Updated over a week ago

On February 14th ❤️, we released our heavily improved workflows.

The core updates are:

  • During setup, apply filters to easily select the entities you are looking for

  • More customization when creating tasks, setting multiple reminders, selecting both specific users and tax responsible as assignees, a more flexible way to set up an approval flow

  • Get a comprehensive overview of missing data before the workflow is started

  • You can edit an ongoing workflow

You can find more information about the new workflow functionality here:


Improvements and bug fixes

Workflows

  • Workflows V2 Release

Withholding tax

  • Entities now has a new WHT tab.

  • Moved WHT documents from CORPORATE TAX tab to the new WHT tab

  • Renamed WHT returns to Event-based WHT returns and also moved them to WHT tab

  • WHT returns now have additional datapoints

  • Added Withholding tax to custom role entity details section

DAC6

  • Added DAC6 legislation documents for 2024

Group info

  • ETR trend analysis chart now renders from left to right instead of sliding in from the right

Compliance

  • Fix search of missing ETR rates

Tasks

  • You are now able to clear a task due date

  • When you change a task due date you no longer need to refresh to see the change

  • We introduced a new notification: A notification will be sent to the current assignee and task creator when a task is overdue

General

  • Made some tweaks to our database which should increase loading times in the app

  • Updated copy on cards of add-ons page

  • IBFD page now shows actual dates instead of {formatDate}

Audits

  • Removed Risk level exposure findings from dashboard

LOC

  • Updated spacing between entities on LOC to provide more visibility

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