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 tabWHT 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