Workpapers CS Release User Bulletin v.2021.2.0 - June 24, 2021

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

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. 
  • New features and new reports that are released in this version might be protected by security privileges. If your firm has enabled firm security, please evaluate all enhancements and update your security groups as needed.

This release includes Microsoft Visual C++ Redistributable 2019. If your computer does not already have this installed, it will be included during the update process and your computer may automatically reboot. If you're using Workpapers CS on Virtual Office or Software as a Service (SaaS), this does not affect you.

General

  • We have added the ability to delete clients en masse in the Edit Multiple Clients wizard of the Setup > Clients screen. For more information, see Editing multiple client records.

Reports

We have added the following financial statements.

  • Balance Sheet - 12 Month Comparison
  • Balance Sheet - 12 Month Rolling
  • Balance Sheet - Current Period - Current Year
  • Balance Sheet - Current Period - Prior Period - Current Year - Prior Year

Was this article helpful?

Thank you for the feedback!