Release Notes for Working Papers and SmartSync - September 2017
The following describes the features and fixes between versions 2017.00.154 and 2017.00.225.
Authentication
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Working Papers now supports smart card authentication. Organizations utilizing smart card technology can now use it as an alternative to a username and password.
Data Store Administration Tool
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Added a setting in Data Store to enable smart card authentication in Properties | Active Directory. Note that Data Store version 2017.00.225 or higher is required.
Engagement Management
Filters
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The Filter Manager now includes a Ready to Review option. Enabling this option sets the filter to display only documents ready to review.
Year End Close
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A new Auto-Publish feature is available for existing Cloud integrated files when performing a year-end close (YEC). Running the YEC function from either Working Papers or Cloud will now automatically publish the new engagement in the same entity as the previous year’s file, simplifying the transition to a new year.
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Performing a year-end close will now remove the due date from any documents tagged as deliverables.
Imports and Tax Integration
Imports
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The Portuguese XML import has been updated to adhere to current standards. When importing a file, content will populate based on the standard required by the version of the file.
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Added support for 1C:Enterprise version 8.3.
Registration
Maintenance
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Added a repair prompt on program launch to correct registration issues that may be present after an operating system update. See Registry repair for upgraded operating systems for more details.
SmartSync
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Expanded the Exclusive Lock function for Word and Excel documents. When enabled, modifications to the opened document are exclusive to the user.
This can be used to prevent changes to the document from other SmartSync copies for the duration of the lock.
Other users may modify the document once the locked session is closed.
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SmartSync Server and CaseWare Cloud environments now support client files greater than 4GB.
Synchronization
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SmartSync child copies now automatically check for, and transmit any missed synchronization events before they can be deleted. This will help prevent data-loss when clearing out child copies. Depending on the file size, the delete may take longer to execute than in previous versions.
SmartSync Server
Maintenance
To better serve our SmartSync Server users, the following back end changes were made to help diagnose and resolve issues in client files:
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Improved error checking processes when flushing a File Service Server.
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The File Service log now provides more comprehensive detail on file request processing.
Template Development Including CaseView
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Added a label that displays when editing headers and footers in CaseView. Custom header and footer names are included in the label to help you keep track of your content.
Knowledge Library Index (KLI)
Significant improvements have been made to KLI Preview Chooser.
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When comparing sections, your selection and the current section in the document will display side-by-side. Differences between the two are highlighted for your convenience. Selecting the Compare icon will display the comparison in a separate window to improve visibility.
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A customizable icon field is now available. Add custom icons and statuses to help track the status of various sections.
CaseWare Cloud
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Fixed an issue where clearing the sync info on a Cloud file would not fully clear the file’s association with Cloud.
Data Store Administration Tool
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Fixed an issue where synchronizing Data Store with Active Directory could cause the program to stop responding.
Engagement Management
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Fixed an issue where attempting to create a username that is already in use would display an incorrect error message.
Imports and Tax Integration
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Fixed an issue that caused some users to receive an access failure message when importing an Excel file to Working Papers.
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Fixed an issue where Working Papers would freeze if it was unable to successfully import a Sage file.
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Fixed an issue with Sage authentication where an incorrect username or password could cause Working Papers to stop responding.
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Fixed an issue where some imports would display the following error message incorrectly when an error occurred.
Installation
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Fixed an issue where installing Working Papers 2017 (French) over an existing 2016 version would not completely remove 2016 components.
Interface
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Fixed an issue where dragging a tab (e.g. the Trial Balance tab) off of the Working Papers window would cause Working Papers to stop responding.
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Fixed a performance issue when creating a new issue on a document with file protection enabled.
Search
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Fixed an issue where the Search filter would not display results if the search was based on an entity number in the Assign Entity dialog.
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Fixed an issue in the Assign Mapping Numbers dialog where the use of spaces, wildcards, or special characters in a search would return varied results. Overall performance has also been improved.
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Fixed an issue where the real-time search function in the Assign Mapping Numbers dialog would not recognize Chinese characters.
Registration
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Fixed an issue where installing the Windows 10 Creators Update caused Working Papers to appear unregistered.
SmartSync
CaseWare Cloud
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Fixed an issue where Working Papers would stop responding if a sync copy could not successfully connect to Cloud.
Synchronization
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Fixed an issue with locked documents in sync copies.
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Fixed a number of issues where network problems could result in missing sync events that the software was unable to repair automatically.
SmartSync Server
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Fixed an issue where creating a new sync copy from a SmartSync Server file containing out-of-order sync events could result in missing data.
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Fixed an issue that could cause SmartSync Server to stop responding when multiple users attempt to open files simultaneously.
Template Development Including CaseView
Cells
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Fixed an issue where blank note number references would display due to hidden or skipped paragraphs in sub-documents.
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Fixed an issue where the Change Password dialog would not display when launched from a CaseView cell.
Interface
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Resolved various issues with CaseView documents when Multiple Document Windows mode is enabled:
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Fixed an issue preventing documents from being closed through the interface.
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Fixed an issue where CaseView background processes would not terminate after the document was closed, preventing functions in Working Papers that require exclusive access (e.g. Repair File, Consolidation).
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Fixed an issue that prevented users from maximizing a minimized CaseView window while the Multiple Document Windows setting was enabled.
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Fixed an issue where attempting to print a locked down file while Multiple Document Windows mode is enabled would cause CaseView to stop responding.
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Fixed an issue where copying and pasting text between cells would display incorrectly if the user’s input language was different from the default system language.
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Restored missing pagination options on the ribbon for versions of CaseView that have Background Pagination disabled.
Tracker
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Fixed an issue where special characters were not recognized in filenames when performing a conversion backup then attempting to restore the backup in an earlier version of Working Papers.
Trial Balance, Write-up, and Accounting
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Fixed an issue where adding tickmarks to unassigned accounts or groups would not function properly.