AdvanceFlow: Alerts and notices

Alerts and notices
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This topic compiles important information related to your software, such as the status of known issues, recently corrected problems, and answers to common questions.

Related topics

User bulletins

IT checklist for AdvanceFlow

Contacting our Support team

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Reported Date Category Reported Version Status Modified Date Fixed Version Synopsis
10/31/18 Platform Notice Notice 10/31/18 N/A Certificate error on a Thomson Reuters site

Thomson Reuters' certificate vendor has changed. As a result, you may receive a certificate error on a Thomson Reuters site. To clear the error and view our sites, work with your IT professional to complete the following steps:

  1. Apply any outstanding Windows updates to the machine(s) experiencing the issue.
  2. If your firm restricts automatic root certificate updates, add COMODO RSA Certificate Authority to your trusted root.

As a workaround, you can click the option in your browser to continue to the site after receiving the certificate error. The wording and location of this option varies depending on the browser.

11/02/18 Journal Entries 2018.2.1 Fixed  11/02/18 Pending Release Incorrect journal entry deleted when filtered

On the journal entries tab if you filter a journal entry and delete that filtered journal entry it may delete the incorrect journal entry. It may delete the first journal entry on your list of journal entries.

10/02/18 Export 2018.2.0 Fixed 10/02/18 2018.2.1 Excel documents exported to PDF are formatted incorrectly

When exporting Excel workpapers to PDF hidden columns and cells are being included as well as merged cells. If the text is longer than the length of the cell it will extend the entire column that cell is in and cutoff other information.

09/13/18 Release N/A N/A 09/13/18 2018.2.1 2018.2.1 release of AdvanceFlow
The v. 2018.2.1 release of AdvanceFlow is tentatively scheduled to be available on September 21, 2018.  Here is a link to the interim User Bulletin: 
08/27/18 Notification Rules 2018.2.0 Fixed 08/28/18 N/A Notification Rules are not populating properly

When a designated alert event is triggered based on the setup of a notification rule the alert is correctly saved to the AdvanceFlow database. But, the alert does not show up in the My Alerts portlet. Also, an email notification is not sent.

08/16/18 Integration 2018.2.0 Open 08/23/18 TBD Menus not working properly when opening GoFileRoom from AdvanceFlow

When in AdvanceFlow and a user clicks Links | GoFileRoom, in the GoFileRoom that window opens, the menu options do not work or display oddly. This is currently being investigated by our Development team. As a workaround, open a new tab in the browser and log into GoFileRoom directly.

08/02/18 Platform N/A Notice 08/02/18 N/A August 10th release will require an update to the GoFileRoom Add-in

As part of Thomson Reuters' ongoing monitoring of security best practices, GoFileRoom will be upgraded to use Transport Layer Security (TLS) v.1.2. This upgrade is scheduled to occur from Thursday, August 9th from 11:00 PM until 4:00 AM (ET) on Friday, August 10th. Because AdvanceFlow integrates with GoFileRoom for document management, AdvanceFlow users must install the GoFileRoom add-in version 18.0.4 in order to work with AdvanceFlow documents. Information regarding the AdvanceFlow release can be found in this user bulletin. Information regarding the GoFileRoom release can be found in this user bulletin. Information on obtaining and deploying the new add-in can also be found within this H&HTC topic.

06/14/18 Conversion Utilities N/A N/A 06/14/18 2018.1.3 Updated Conversion Utilities
With v. 2018.1.3 of AdvanceFlow we updated the Creative Solutions Accounting conversion utility (updated to v. 3.6) and the Caseware and ProSystem fx conversion utility (update to 18.1 OR The reason why we updated the conversion utilities is for a TLS update. TLS is a web communication security protocol and we updated from 1.1 to 1.2. We had to update the utilities because they communicate with our site which was also updated to 1.2. If users are getting a 400 communication error when converting and using the conversion utilities please make sure they have installed the updated conversion utility. 
03/27/18 Tax Export ProSystem fx 2018.1.1 Fixed 06/13/18 2018.1.3 Subcodes not exporting correctly to ProSystem fx

AdvanceFlow is not calculating subcodes correctly when you export trial balance data to ProSystem fx.

01/29/18 Administration 2017.4.2 Verified 02/01/18 TBD Issues attempting to import tax codes/sub-codes for ProSystem FX Tax

When attempting to perform a tax code import in Administration/Tax Codes for ProSystem FX codes, a user may not be able to choose the year and/or the import will appear successful but no codes will import.

To successfully import the tax codes:

First, the three columns of data in the spreadsheet being imported must be formatted as TEXT. Note that any trailing zeros on a tax code must still be included. For example, tax code 115 must be imported as 115.00. Excel does not easily format these types of numbers as TEXT. To achieve this, the user can highlight the cells with the tax codes, copy and paste them into a Notepad file. Then, change the format on the column to TEXT. The user can then highlight the data in the Notepad file, copy it and paste it back into the Excel spreadsheet in the Tax Code column. Repeat this process for the column of sub-codes if they have leading or trailing zeros.

Once the spreadsheet is formatted properly, go into the import window and choose UltraTax as the tax vendor. This will populate the year field. Then change the tax vendor to ProSystem FX Tax and continue with the import, choosing the proper entity, year and options.

01/23/18 PPC Integration 2017.4.2 Verified 01/25/18 TBD While using a remote Citrix Session, PPC Checkpoint Tools is crashing when attempting to add a document into AdvanceFlow

If a user is running AdvanceFlow in a Citrix session (with a published desktop or application), when they attempt to add a document from PPC's Checkpoint Tools, the framework launches but then crashes before the user can select a document.

This has been verified as an issue within the PPC Checkpoint Tools program. To work around this, the user must launch Checkpoint Tools outside of AdvanceFlow, save the specific document to location on their machine and then manually add it into the AdvanceFlow engagement as an external file.

The AdvanceFlow and PPC Development teams are working to resolve this issue. It is important to note that this specific issue has only been duplicated in a Citrix environment. There are no reported issues when a user is working locally with Checkpoint Tools installed on the machine and the machine is setup properly. To verify machine setup, please review the AdvanceFlow IT Checklist for the appropriate settings.

12/04/17 CPE Certificate N/A Notice 12/04/17 Notice How to access your CPE Certificate(s)

Did you know you can view or download your CPE Certificates for Thomson Reuters courses by logging in to your CS Web Account? For instructions, see Obtaining your CPE Certificate(s) via the My Account page.

06/29/17 Security ALL Notice 06/29/17 Notice Phishing email scam

We have been made aware of a phishing email scam that has been sent to some CS Professional Suite customers. The phishing email asks for a 'Re-Validation of Login Credentials'. This was NOT sent by Thomson Reuters. It is an attempt to trick practitioners into revealing their login information. Please do not click on the 'Login' button in this email.

If you receive a call about this from a user send the Firm ID, contact name, email address, and details of the message received including the email address the email address was sent from to the Command Center.

06/28/17 Platform N/A Notice 06/28/17 N/A Responding to questions regarding Petya ransomware

For users asking questions about this, here is the approved Thomson Reuters customer statement regarding Petya ransomware.

"Thomson Reuters takes the security of its global systems seriously. We are well aware of the latest, highly publicized, Petya ransomware attack that has impacted a number of organizations around the world, and our systems continue to function normally.

We are continually monitoring our systems to ensure the protection of our customers’ information and achieve consistent reliability of our products and services.

In the event customers experience any difficulties, they should contact their customer representative as usual.

04/12/17 Add-in 11.2 Verified 04/13/17 TBD Provided link to the AdvanceFlow IT Checklist is incorrect during add-in installation

If a workstation does not have Visual Studios 2010 Runtime for Office installed a prompt will display during the installation of the add-in which points you to the AdvanceFlow IT Checklist. The link is inaccurate. Please use the below link instead:

AdvanceFlow IT Checklist

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