Workpapers CS Release User Bulletin v.2018.3.1 - October 18, 2018

Alerts and notices

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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
    This new option will filter out core accounts and show all segmented accounts.
  • 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
    When Workpapers CS detects a non-supported transaction type that is linked to a bill payment, it displays a dialog that provides transaction details and an alternate method for importing the transaction.

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.

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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