Workpapers CS Release User Bulletin v.2018.2.1 - July 19, 2018

Alerts and notices
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  • If you are looking for a specific update, but it doesn't appear in this bulletin, try checking the Workpapers CS  Alerts & notices article. 

Trial Balance

  • We have addressed the following issues.
    • Certain issues occurred with the Color and Separator fields in the Account Mask tab of the Setup > Clients screen. Details
      • Workpapers CS froze when you attempted to click or TAB into the Color field.
      • Workpapers CS required you to make a selection when you clicked or TABBED into the Separator field.
    • In certain circumstances, Workpapers CS incorrectly cleared values in the Year End Close dialog. Details

      If you closed accounts by individual segments and navigated back and forth between each segment code, Workpapers CS cleared the values in the Distribution of Balance Sheet Accounts grid in the Year End Close dialog.

    • In certain circumstances, the Multiple Selection dialog accessed from the Segment Selections dialog displayed extra rows. Details

      This issue occurred if you filtered by segment code in the Segment Selections dialog (accessed by clicking the Ellipsis button next to the Segment field in the View Maintenance dialog).

    Import of client data from QuickBooks Pro

    • We have addressed an issue that caused Workpapers CS to import some, but not all, transactions within a specified date range from QuickBooks Pro.

    Reports

    • We have made performance improvements to the speed of previewing and printing balance-based reports and financial statements. These improvements mainly impact performance for larger client records that have a significant number of GL accounts and account segments.
    • We have addressed the following issues.
      • Workpapers CS closed during attempts to preview or print the Tax Reconciliation Worksheet - Detailed accounting report.
      • In certain circumstances, the Multiple Selection dialog for segment code selections displayed extra rows. Details

    Report Designer

    • We have addressed the following issues.
      • In certain circumstances, the Multiple Selection dialog accessed from the Segment Selections dialog displayed extra rows. Details

        This issue occurred if you filtered by segment code in the Segment Selections dialog (accessed by clicking the Ellipsis button next to the Segments field in the Cell Properties or Column Properties pane).

      • In certain circumstances, report data was incorrect for reports using row conditional expressions. Details

        With multiple condition tabs:

        • The If false, test next condition logic sometimes skipped ahead to test subsequent conditions.
        • The If false, print logic printed only the beginning row, instead of the entire range of rows, when a row range was specified.
      • In certain circumstances, Workpapers CS closed during attempts to refresh the preview window if more than one preview window was open for the same report.

    Related articles

    Prior release user bulletins

    Support Contact Information page on our website

    Finding answers in the Help & How-To Center

    Accounting CS Ideas Community

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