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What's new - Working Papers 2018: Update 1

The following describes the features and fixes between versions 2018.00.111 (Release 2) and 2018.00.196 (Release 4).

Note: Review on the Go has been discontinued with the release of CaseWare Cloud 28.0.

Working Papers

Features

Automatic documents

The Graphs view now includes ratios for the opened leadsheet so you can easily compare them to your balances. Ratios are calculated from the Analytical Review automatic document.
You can now display the breakdown of calculated map or group numbers in Leadsheet/Grouping automatic documents without drilling down. To display the breakdown, click Show Calculated Map/Group Breakdown in the Automatic Document Properties dialog.
Materiality in automatic documents is no longer included when printing or exporting a document.

Compatibility

Fixes

Fixed an issue that caused the Sage One Accounting import dialog to only display the first 100 entities.
Fixed an issue that caused the file name of documents containing special characters to become corrupted when dragged from the internal web browser to the Document Manager.
Fixed an issue where importing data to an offline Cloud sync copy would cause Working Papers to stop responding.
Fixed an issue where upgrading to Working Papers 2018 from an earlier version required users to restart their computer twice.
Fixed an issue that caused a script error to display when opening automatic documents with a name containing a single or double quote.
Fixed an issue that caused a "local string variable" error to display when opening a Leadsheet/Grouping automatic document that had a blank grouping/mapping mask.
Fixed an issue with Excel imports where account descriptions were appended to the account number.
Fixed an issue where importing a trial balance from CCH caused Working Papers to stop responding.
Fixed an issue where the Browse button did not display in the Copy Components dialog if the user had a custom Windows theme.

Features

Cells

Added the SDATETOJ function for cell calculations. This function returns a CaseWare date in numeric format from a date string in Windows format.
You can now copy and paste Conditional Formatting rules from a cell using the Copy Formatting command.

Performance

Improved load times of Print Preview for CaseView documents containing external documents. Previewing the document for the second time or more will load significantly faster.
Improved dialog load times when comparing a document using Version History.

XBRL

Added XBRL footnote support to document tagging and export. You can now associate tags with a footnote based on document content.

Fixes

Fixed an issue where using an embedded link in a CaseView document to open another CaseView document caused both documents to lock if the client file was set to lock down at a future date.
Fixed an issue where opening the Conditional Formatting dialog on some workstations would cause CaseView to stop responding.
Fixed an issue where exporting to Inline XBRL incorrectly added tags to various data elements.

Features

Compatibility

Data Store Administration Tool now supports:
- Microsoft SQL 2017
- TLS v1.1, v1.2 (when using SQL Server 2012-2017)

Fixes

Fixed an issue that prevented importing more than 1500 users from an Active Directory group.

Features

File management

You can now delete the local synchronized child copy of a file from the Tracker interface, similar to the Delete Copy option in Working Papers. A final synchronization occurs prior to deletion to ensure no data is lost. You can also select multiple files to delete local child copies in bulk.
You can now abandon a specific child copy or all child copies of a SmartSync Server file from the Tracker interface.
SmartSync Server files are now organized into groupings based on their host server. You can filter the list of files to a server by selecting the server name in the Views pane.

Interface

Fixes

Fixed an issue that prevented users from converting SmartSync parent files in Tracker. SmartSync Server parent files were unaffected by the issue.
Fixed an issue that caused the Location column to display incorrect information for grouped sync copies.
Fixed an issue where various actions falsely reported a success if Remember my password was unchecked in the SmartSync Server Login dialog.
Fixed an issue that caused slow performance when scanning for SmartSync Server files.
Fixed an issue where Tracker did not inform you if a connected SmartSync Server required updates.
Fixed an issue where the Compressed: No grouping displayed twice.
Fixed an issue where the option to enable or disable protection for multiple files incorrectly displayed as unavailable.
Fixed an issue where Tracker did not detect that a year-end close had been performed on a file.