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- You can search for specific information in this article. Details
- If you are looking for a specific update, but it doesn't appear in this bulletin, try checking the Workpapers CS Alerts & notices article.
General
- We have addressed the following issues.
- Workpapers CS closed if you tried to add a new custom filter on the fly by entering it into the filtering field.
- An error occurred in the Client Dashboard if you tried to select a different client before data for all of the portlets had finished loading for the currently selected client.
Trial Balance
- We have added the Segment Only option in the View Maintenance dialog in the Actions > Enter Trial Balance screen. (Accounting CS Ideas Community #1707). Details
- We have addressed an issue that caused an error to occur in the Setup > Chart of Accounts screen if you tried to change the classification code and/or subcode of a core account for a client with a segmented chart of accounts.
Import of client data from QuickBooks Online
- Workpapers CS now displays a message during transaction import from QuickBooks Online when it detects a non-supported transaction type that is linked to a bill payment. Details
Data conversion from Creative Solutions Accounting to Workpapers CS
- We have addressed an issue that caused several conversion errors and missing data after the conversion of a client with a segmented chart of accounts.
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