Did you know...?

• You can search for specific information in this article. Details

  Follow these steps.

  1. Expand the text for the applicable sections or click the Show expandable text link at the top of this article to expand all text in the article.
  2. Press CTRL+F on your keyboard to open a search field above the toolbar.
  3. Enter the search term in the search field. As you type your search term, the Help & How-To Center highlights all instances of the term in the body of the article.
• 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 added the Segment Only option in the Custom Excel page of the Add Workpaper Wizard for clients that have segmented accounts. Details
  This option filters out core accounts and shows all segmented accounts.
• We have addressed an issue that prevented the application from transferring selected accounts (via the Selected method) for the Chart of Accounts data type in the File > Transfer Client Information dialog.

Trial Balance

• We have addressed the following issues.
  • In certain circumstances, the application closed during attempts to save client records in the Setup > Clients screen. Details
    This issue occurred for client records that had a non-default current fiscal year end date or period frequency in the Accounting Information tab of the Setup > Clients screen.
  • In certain circumstances, the application closed or used amounts that were off by one cent during the year-end close process. Details
    This issue occurred for client records using multiple distributions with atypical percentages for the distribution of net income.

Reports

• We have addressed an issue that prevented the All date option from being honored on accounting reports and financial statements.

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