Current add-in version: 3.2.1.15
8 August 2022
(Add-In version 3.2.1.15)
Improvements and Enhancements
- Improved the stability of XPA connections to prevent Excel from crashing
4 July 2022
Improvements and Enhancements
- New tax return templates (ledger balances only available to Active Ledger and Reporting users)
15 June 2022
Improvements and Enhancements
12 May 2022
Add-In 2.3.1.1
Improvements and Enhancements
- Removed the requirement for 'CurrentCell' references in Named Ranges for multiple Go_ actions in the same template when customising (see knowledge article: Template Formulae and Coded Actions)
28 February 2022
Website 1.0.190 - API 2.3.0.155
Improvements and Enhancements
- Improved template searching. Now able to search across all products or filter by a specific product
- Expanded the template management area, allowing multiple versions of a template to be uploaded with the ability to set which version is currently active
- Added the ability for custom templates to track Business Fitness templates and get notified when updates to the Business Fitness templates occur
2022
January 2022
Add-In 2.3.0.49
Resolutions
- Reconciliation fields and status names and updates now available when linking to an existing worksheet | BF-1070
Add-In 2.3.0.48
Improvements and Enhancements
October 2021
Website 1.0.133 & API 2.3.0.122, Add-In 2.3.0.36
Improvements & Enhancements
- Upgrade to Workpapers website | BF-97
- Version number is now available when hovering over the Workpapers Icon | BF-562
- Security improvements | BF-494
July 2021 Website & API 2.3.0.106, Add-In 2.3.0.33
Improvements & Enhancements
- Add general ledger feature to Xero connection | COM-051
- Balance, comparative and Variance column will now scale to display the amounts correctly | COM-53
- New 'Actioned' status added to workpaper items | COM-55
Resolutions
- Workpaper items are now displayed in dashboard when resolved | COM-6
- Dashboard now sorts by preparer correctly | COM-4
June 2021 Website 2.3.0.101
Resolutions
- Fix bug where templates failed to update | COM-48
- Resetting passwords from Workpapers are now working correctly | CORE-36
April 2021 Add-In 2.3.0.31
Resolutions
- Fixed an issue where Xero debtors and creditors were calculating credit notes incorrectly | SWP-1241
- Fixed a small issue in Reportance where a Trial balance wouldn't refresh from a Subsidiary Ledger in a Consolidated file | REP-298
April 2021 Website 2.3.0.76
Resolutions
- Enhanced Xero API Endpoint for Debtors and Creditor overpayments data import | SWP-1231
- Improved API security for user accounts | SWP-1236
March 2021 Website 2.3.0.48, Add-In 2.3.0.29
Improvements & Enhancements
- Created new Xero API Endpoint for improved Debtors and Creditor data import | SWP-1209
- Index titles remain consistent upon workpaper rollover | SWP-900
- Ability to record if workpaper contains data from Rollover event | SWP-961
- New Rollover option to either download a new template or copy existing template from prior period | SWP-883
- Add enable/disable configuration variable for XPA browser | SWP-1211
Resolutions
- Developer add-in update - reset as starter option now removes firm details from homepage | SWP-1212
- Updated logging to track rollover events | SWP-1204
- Update administrator users ability to edit invited users details before the invitation is accepted | SWP-1039
- Update error messages when entering duplicate email address in BF Identity | SWP-1172
January 2021 Website 2.3.0.23, Add-In 2.3.0.24
Improvements & Enhancements
- Logo Updates in Excel | SWP-1106
- Update QuickBooks Connection Messages | SWP-887
- Workpaper Items marked as Items Forward will rollover to new workpapers | SWP-977
- Implement subscription check when adding new users | SWP-984
- Connected workpapers index page now contains an option to show % movement from comparative year | SWP-1090
Resolutions
- Update Xero error messages on invalid tokens | SWP-1198
- Updated sheet protection on right-click option for 'Paste SmartLink' | SWP-1153
- Fixed a buy where pasting a SmartLink would change the protection properties of the worksheet | SWP-1195
December 2020 Website 2.3.0.33, Add-In 2.3.0.22
Improvements & Enhancements
- Added a new refresh option for Xero and MYOB from Cirrus | SWP-1146
- Can now import Debtor and Creditor Ageing details | SWP-869
- Added a status filter to the Workpaper Items menu | SWP-1091
- The Firm name now auto-populates on the index page | SWP-1014
- Journal Link added for Reportance | SWP-1145
- Added a new right-click option and keyboard shortcut for 'Paste Smartlink' | SWP-1153
Resolutions
- Accommodation of updates to Xero's Authorisation process - users will need to reconnect their files on the website and in the Add-in also | SWP-1099, SWP-1116
- All Workpaper Items now remain collapsed after a refresh | SWP-1048
November 2020 Website 2.3.0.27
Resolutions
- Improvements to the login process and messaging | SWP-1066
- Logging updates with Cirrus connection | SWP-1070
November 2020 Add-in 2.3.0.18
Resolutions
- XPA Accounts 500, 501 & 502 are now in liabilities with 503 | SWP-992
- Side panel now restores from mimimised consistently | SWP-994
September 2020 Website 2.3.0.25
Improvements & Enhancements
- Employee emails can now be updated - sends an email to the Employee to confirm | SWP-1041
- Increase Audit Logging for ATO Security requirements | SWP-1021
Resolutions
- Resolved error message on logout | SWP-1004
- Report Settings functionality is now working as designed again | SWP-1046
September 2020 Website 2.3.0.16, Add-In 2.3.0.17
Improvements & Enhancements
- Introduction of Two-Factor Authentication
- Website Version number removed to simplify the version numbers for user support requests of the add-in | SWP-970
- Updates to accept changes made by QBO regarding Auth versions | SWP-1001
Resolutions
- Resolved an issue where Active users were shown to have an expired invite in the Admin area | SWP-1006
- Class and BGL files now display correctly in Add-In | SWP-1029
June 2020 Website 2.2.3.7, Add-In 2.2.3.11
Improvements & Enhancements
- Option to show or hide subaccounts for XPA imports | SWP-889
- Logo update on password reset email | SWP-905
- Improved error message for BGL and Quickbooks connections time out | SWP-906
- Update BGL API Endpoints | SWP-912
- Updates to License error messages | SWP-914
- New connection for Reportance Cirrus added as 'coming soon' | SWP-923
- Update error handling for Xero API for unregistered connections | SWP-942
- Update add-in for automatic update feature due to changes in Excel | SWP-944
- Updated rollover function Copying template status bar | SWP-945
- New product feature - Ability to print workpaper items to workpaper template | SWP-866
April 2020 Website 2.2.3.2
Improvements & Enhancements
- Smart Suite Trial extended to 28days | SWP-921
February 2020 Add-In 2.2.2.15, Website 2.2.1.16
Improvements & Enhancements
- Minor Branding updates | SWP-837, SWP-867, SWP-797, SWP-808, SWP-835, SWP-838
- Terminal Server Add-in wording updated to 'MYOB AE & AO users only | SWP-877
- Display the time the trial balance was last refreshed | SWP-890
- New Show/Hide button for columns | SWP-302
- Trial Balances that are superseded are now available in the workpaper. Workpapers will now keep your original TB plus the next two versions including the original and the last two versions you have imported. An unhidden worksheet is additional. | SWP-862
- Added the ability to import a Trial Balance into a Super-Connected SMSF Workpaper | SWP-895
Resolutions
- Resolved RCW errors in Excel
- When changing the status Hyperlinks now remain available | SWP-884
- Cursor now defaults to correct cell when adding a Comment row | SWP-881
January 2020 Add-In 2.2.2.13
Improvements & Enhancements
- You are now able to connect to Class Super for Investment Trusts using our Connected Workpapers | SWP-861
December 2019 Website 2.2.2.0
Improvements & Enhancements
- Upgrade QBO authentication scheme from OAuth 1.0 to OAuth 2.0 | SWP-874
September 2019 Website 2.2.1.12
Improvements & Enhancements
- Class Comparatives now come into the Workpapers | SWP-859
Resolutions
- Can now add a Class File if you are using Consolidated Entities | SWP-540
August 2019 Website 2.2.1.7, Add-In 2.2.1.47
Improvements & Enhancements
- Brand new opening balance feature that provides greater customisation and performance improvements | SWP-803 See a short video here.
- Optimisation of conditional formatting | SWP-827
- New 'edit mode' to help when customising workpaper templates | SWP-662
Auto Insert, Auto Populate and Reconcile Assist features are now available to all Connected clients | For a more detailed article and video on the new features navigate here.
Access to Starter Files has been improved | SWP-659
When Importing an XPZ Trial Balance it will only import the Control Account Names and Balances | SWP-826
Resolutions
- Resolved an issue where chat boxes can become active disrupting the entering of information | SWP-824, SWP-848
- No longer shows multiple status update logs when a status changes for a sheet which has multiple references | SWP-825
- Resolved COM error that occasionally appears when connecting | SWP-851
- Resolved an issue where some users were having trouble adding comments to Workpaper items | SWP-832
- Reference numbers should now appear on subsequent sheets | SWP-839
- Improvements to resolve Excel exception errors | SWP-847
June 2019 Website 2.2.0.105, Add-In 2.2.0.163
Improvements & Enhancements
Resolutions
- Resolved an issue where a double login box would appear | SWP-710
- All worksheets with checklist items and the named range Tm_ChecklistItems populates on the index page | SWP-743
May 2019 Website 2.2.0.104
Improvements & Enhancements
- Website login access changed 18hours | SWP-778
- Website branding update | SWP-752, SWP-748
May 2019 Website 2.2.0.102, Add-In 2.2.0.162
Improvements & Enhancements
- Improved the auto-update process so that it should reduce start-up time. This should help with the add-in becoming disabled and requiring re-installation | SWP-527
- Add-In and Workpaper Branding update | SWP-752, SWP-748
- Connection limits for SMSF and Connected Workpapers should work separately. Only requires the word 'SMSF' in the name of the product set to distinguish it | SWP-557
- Improved the speed when changing the Status on the Index page | SWP-711
- Add-In performance improvements | SWP-679
Resolutions
- Refreshing trial balance should not show any Excel interaction at all, it should just show the 'loader' and then once finished instantly show the end output | SWP-777
- Modified BGL connection to work as per Class connection, now giving a friendly message rather than a server error message | SWP-640
March 2019 Hotfix Website 2.2.0.94
Resolutions
- Resolved an issue were users were getting an error when changing the assigned staff, Preparer, Reviewer, etc. | SWP-682
March 2019 Add-In 2.2.0.141, Website 2.2.0.92
Improvements & Enhancements
- Improved the auto-update process so that it should reduce start-up time. This should help with the add-in becoming disabled and requiring re-installation | SWP-527
- BGL Connections now available for all firms | SWP-636
Resolutions
- The Add-in panes are now "remembered" so users don't have to resize continuously | SWP-560
- Stability Improvements | SWP-546
- Login screen fixes for mixed DPI scaling settings | SWP-509
- Fixes to the Workpaper status | SWP-478
- Fixed an issue where certain characters in the workpaper item title would break the cell styling and hyperlink; Two workpaper items with the same title are now able to be created on the same sheet | SWP-598
- Templates with long names that cause sheets to have names longer than 31 characters will now truncate instead of breaking | SWP-593
- Fixed an issue where the connection message does not clear after adding a connection on the website and then refreshing the list | SWP-570
January 2019 - Website 2.2.0.85
Resolutions
- Small system update required for new version of Reportance
December 2018 - Website 2.2.0.84 / Identity Service 1.0.0.76
Resolutions
- Added a link to the password reset page back to Smart Workpapers. Corrected the logo on the password reset screens | SWP-512
October 2018 - Website 2.2.0.77 / Add-In 2.2.0.71 - hotfix
Resolutions
- Fix for BGL Connections | SWP-525
- Fixed a problem with the new LinkReferences command that would cause problems when the template is protected | SWP-529
October 2018 - Website 2.2.0.76 - hotfix
Resolutions
- Fix for BGL Connections | SWP-517
October 2018 - Website 2.2.0.75 / Add-in 2.2.0.68
Resolutions
- Fixed an issue where pasting Smart Links in from HowNow Online doesn't link correctly | SWP-416
- Fixed a bug where hiding the rates pages before adding worksheets causes unexpected results | SWP-429
- Fixed the connection status of Xero on the connections page | SWP-472
- Fixed error message for Xero | SWP-454
- Fixed the removal of all entity types SWP-441
- Fixed the opening balance import message | SWP-447
Improvements & Enhancements
- Added BGL Simple Fund 360 connection (currently in limited beta) | SWP-392, SWP-393, SWP-395, SWP-396
- When using Class workpapers, on connection user will now be greeted with Connections Selection pane (In preparation for BGL) | SWP-397
- Removed the headers on the connections table to make the UI cleaner | SWP-452
- Separated the SMSF connections from the Accounting connections to make administering easier | SWP-477
- Fixed the page title so users can more easily see which tab in their browser is the page for Smart Workpapers | SWP-479
September 2018 - Website 2.2.0.70
Resolutions
- Resolved the connection status of Xero on the connections page | SWP-472
- Made the Trial Signup a little more friendly | SWP-448
July 2018 - Add-in 2.2.0.52
Resolutions
- Add-in - Opening balance roll-over now optimises sheets for 2018+ to prevent doubling up sheets that already exist in the new file | SWP-263, SWP-267, SWP-269, SWP-270, SWP-324
- Add-in - Resolved errors when a Connected Workpaper is linked to a and MS Excel General Ledger | SWP-332
- Add-in - FixedList named range working for rollover | SWP-264
Improvements
- Add-in - Home page items roll-over | SWP-236
- Add-in Protection of worksheets allows format cells, format rows, format columns, insert rows, insert columns, sort | SWP-265
- Add-in Copy Worksheet from Another File now uses the GL fields | SWP-362
- Add-in Users can now copy and paste multiple times when inserting on the Index page | SWP-335
June 2018 - Website 2.2.0.62
Hotfix
- Fixed an issue with connecting to Class | SWP-402
June 2018 - Website 2.2.0.60
(new Add-in release due 02/07/2018 - release date still to be confirmed)
Improvements- Inactive Employees are now shown by default | SWP-353
- Updated to include support for Xero API changes | SWP-333
- Privacy Policy updated | SWP-360
December 2017 - Website 2.2.0.50
Resolutions
Resolutions
- Eliminated the problem where the cursor was jumping to the top of the worksheet when adding a new workpaper | SWP-286
- Updates to fields such as status or Partner/Manager/Preparer should now flow through to the dashboard consistently | SWP-291
- UI Connections Screen Updates | SWP-295
- Add QBO endpoints for Reportance | SWP-303
- Remove show password button on login | SWP-301Update Intuit connection | SWP-297
August 2017 – Add-in 2.2.0.27
Add workpaper templates list shows full titles and sorts by reference number
- Allow references to be four characters
- New install mode optimised for terminal server
- Installer adds our add-in to trusted locations automatically
- Workpapers based on the ‘spare’ worksheets will be copied over in their entirety on roll-over
- Remove duplicate login requests after failure to login
- Functionality added to hide unused cells on a particular worksheet
Bug Fixes
- Hyperlinks will roll-over to correct row
- Connected and Reportance workpapers will now import reference codes into sheet title
June 2017 – Website 2.2.0.13
Bug Fixes
Bug Fixes
- Corrected issue viewing Workpapers when the new Office identifier had not been initialised.
May 2017 – Add-in 2.2.0.16, Website 2.2.0.6
Major Features
- New referencing system that creates a consistent reference number for each worksheet.
- New generate index feature that generates a list of all available worksheets for that starter file into the index tab.
- Manage firm feature on the website, allows a firm to organise users by office and/or team.
- Ability to automatically prepare a draft query email in Outlook from outstanding workpaper items.
- Roll over opening balances from already open Excel workbook.
Connected Workpapers
- Excel import for connected workpapers allowing accounting files to be used as the index without a cloud based accounting file.
Minor
- General bug fixes and stability improvements.
- Opening balance button will now allow you to select an already open file to import from
- Privacy Policy and T&Cs added to login screen of the website.
- Email address is remembered after an attempt to login to Smart Workpapers.
- Link for forgotten password added on login screen
- Search function when adding a workpaper
March 2017 – Add-in 2.1.0.9
Major Features
- New authentication system to improve login speed, automation of user login and user ability to manage account and reset passwords.
Connected Workpapers
- Connection to QuickBooks Online.
- Xero Beta connection – does not expire after 30 minutes.
Minor
- General bug fixes and stability improvements.
- Cell Review to quickly apply standard cell formatting indicating reviewed, rework required or ready.
- 'Repair Formulas’ button - forces Excel to recalculate all formulas when broken referencing appears.
October 2016 - Web 2.0.2.6
Major Features
Dashboard
- View and filter all Workpaper records.
- Review outstanding Workpaper items that require attention.
- Review, manager, add and edit Workpaper items for individual Workpapers.
- Change the status of Workpapers.
Minor
- General bug fixes and stability improvements
October 2016 - Add-in 2.0.2.19
Bug Fixes and Improvements
- Workpaper Item chat will now wrap large chat messages and let you click on web links
- Stability improvements with asynchronous calls to prevent OLE exceptions
Major Features
- Xero Beta
- Filter Workpapers by Entity Type
August 2016 - Add2.0.1.32
Bug Fixes and Improvements
- Fix issues with multiple requests for logins
- Link worksheet Titles to the 'Notes' section in Trial Balance based Workpapers so they can be edited
- Update method for writing dates to allow for different cultures
- Ensure backwards compatibility for the new Workpaper Items feature with Windows 7
- Minor bug fixes to Workpaper Items screen to prevent duplicate messages being posted
August 2016 - 2.0.1.23
Major Features
- Query Management
- Track Workpaper data including select Partner/Manager/Preparer
- Manage global status of workpaper
Class
- Right-click drill down
- Pre-population of Investment Report
MYOB Connected Workpapers
- Live
Minor
- General bug fixes and stability improvements
August 2016 - Compliance Release
Features
- Addition of query management
- Addition of the flag icon on the home page
- Track workpaper data including selecting the Partner/Manager/Preparer
- Manage the global status of a workpaper
- MYOB connected workpapers are live
- Class Connected workpapers - right-click drill down
- Class Connected workpapers - prepopulation of investment report
Improvements
- General bug fixes and stability improvements
July 2016 - Compliance Release
Features
- Ability to select starter templates from HowNow Smart Workpapers (to allows for 2016 starter file release)
- 'Search' function in the Chart of Accounts screen to make it easy to find accounts
- Can view and export consolidated trial balances
- Calculation column to show variances
- Home page no longer shows in reports so you can one click export from Excel into PDF
Improvements
- Formatting/Grammar fixes in Reports
- Appropriation Statement now shows correct version for distributions
- Excel stability improvements
- Hide irrelevant fields when setting up a new entity (based on entity type)
- General bug fixes and stability improvements
May 2016 - 2.0.0.45
Improvements
- Workpapers.hownowhq.com now points to the new website
- The latest version of the add-in has been deployed
May 2016 - 2.0.0.43
Improvements
- Improved layout
- General stability improvements
- Added the ability to name the spare worksheets in the index page to flow through to the title of the spare worksheet
- Added the ability to use a worksheet across multiple products
- Added the ability to search within products to the website
- Added the ability to add different versions of worksheets based on dates
- Added the chat function on the index page
- Added the ability to rollover smart workpapers from prior years
Workpapers added:
- 2016 FBT
- 2017 Salary Sacrifice
December 2015 - 1.5.1.70
Improvements / Bug Fixes
- Backstage view in Office 2016 now shows as expected
- A series of minor bug fixes
November 2015 - 1.5.0.17
Features
- Support for Office 2016 with the latest version of Add-In Express
Improvements / Bug Fixes
- Key configuration data moved to .config file rather than based on compile time scripting
- Build Server Setup
- Stop Refresh Summary action from bailing out if an invalid sheet reference was found
- Ensure file name is copied on inserting hyperlink in Reportance workpapers
September 2015 - Add-in version 1.4.0.9
- Login/logout button available in backstage view
- Opening balance functionality fully implemented
- Improvement to the speed of calculation
- Improved error handling
July 2015
- Implemented a vertical scrolling bar to accommodate small screen resolutions
- Added the ability for a firm to activate/inactivate worksheets supplied by Business Fitness
- Added the ability to edit a section title and reference
- When editing a starter file, uploading a new file will now override the existing starter
Workpapers added:
- 2015 SMSF Compliance
- 2015 Primary Production
June 2015
- Corrected the handling of template selection when a prior year workbook is also open
- Fix 'cancel' hyperlink scenario so that workpaper record is removed
- Correct handling of GL Code and SubAccount in imported worksheets
- Set default status for workpaper records to "Select Status”
- Change index shortcut Ctrl-Shift-Z (this is to enable one hand to be used to select these keys)
Workpapers added:
- 2015 Accounts & Tax
- 2015 Personal ITR
March 2015
Workpapers added:
- 2015 BAS & IAS