Release Notes for Working Papers and SmartSync - November 2016
The following describes the features and fixes between versions 2016.00.115 and 2016.00.152.
Note: The update is applicable for the 32-bit and 64-bit Working Papers and SmartSync versions.
Enhancements
CaseWare Cloud
CaseWare Cloud Integration
- Renaming of Cloud-integrated files is now supported. Users will also be given the option to update the file name in Cloud.
SmartSync
SmartSync Server
- Improved performance when downloading a new sync copy from SmartSync Server/Cloud.
Trial Balance, Write-up and Accounting
Working Trial Balance
- The Map No Description, L/S, and L/S Description columns are now available in the Type Letters for Quick Lookup dialog.
Work Papers
Automatic Documents
- The Include Other adjusting 3 Adjustments and Include Other adjusting 2 Adjustments options are now disabled for unadjusted automatic documents.
Imports and Tax Integration
Imports
Import support is now available for the following products:
- QuickBooks 2017 US edition
- QuickBooks 2017 Canadian edition
- ProFile 2016
- ProSystem fx® Engagement 7.5
- Sage 50 Accounting Canadian Edition (Version 2017)
Tax Integration
- Updated tax codes for CCH ProSystem fx®. Click here for more information.
Template Development Including CaseView
Knowledge Library
- The Visual Compare and Visual Merge panes now have a new improved interface. In addition, a new Reject and Exit button that can be used to exit the pane without updating the content is now available in the Visible Merge pane.
Fixes
CaseWare Cloud
CaseWare Cloud Integration
- Fixed an issue where layout pages would not load in files that were using CaseWare Cloud security when Working Papers was unable to connect to CaseWare Cloud.
SmartSync
Synchronization
- Fixed an issue where performing a SmartSync repair in the 64-bit version would cause Working Papers to become unresponsive.
- Fixed an issue where applying sync changes on large files would cause significant performance lag. This change applies to files that have:
- more than a hundred external documents
- several document property change events in the sync log.
Engagement Management
- Fixed an issue where the temp folder size information was missing in the Help | Collect System Information report.
Copy Components
- Fixed an issue where the Issue Description appeared as the File Name when copying components.
Imports and Tax Integration
Imports
- Fixed an issue where multiple custom opening balances could not be selected for Excel or ASCII imports.
- Fixed an issue where a “Could not find Retained Earnings account number, please retry by entering one” error would appear when importing from QuickBooks 2016.
Paperless
- Fixed an issue where scanning a document in the 64-bit version would cause Working Papers to become unresponsive.
Outlook Support/ Email Functionality
- Fixed an issue where Working Papers would become unresponsive when sending Microsoft or CaseView documents using the Send to mail recipient as PDF option.
Trial Balance, Write-up and Accounting
Adjusting Journal Entries
- Fixed an issue where the document number reference would not populate correctly when creating an adjusting journal entry from an automatic document drilldown report.
Work Papers
Automatic Documents
- Fixed an issue where changing the document number would revert the Include in index checkbox to its default state (selected).
- Fixed an issue where inputting characters using ALT + Number pad in the commentary section of automatic documents did not work.
Template Development Including CaseView
Printing and Print Preview
- Fixed an issue where printing to PDF in a locked down file with changes could cause CaseView to become unresponsive.
Interface
- Fixed an issue where CaseView would stop auto-scrolling after selecting a number of instances from the Spell Checker dialog.
- Fixed an issue where cells with no spacing between them would cause justified paragraphs to wrap incorrectly.
- Fixed an issue where backspacing in the body of a CaseView document sometimes did not work.
Exports
- Fixed an issue where exporting a document containing display-only tabs to RTF would cause CaseView to become unresponsive.