AdvanceFlow: Alerts and notices

Alerts and notices

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

Online Product Status

User bulletins

IT checklist for AdvanceFlow

Contacting our Support team

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Reported Date Category Status Modified Date Synopsis
6/01/20 Edit Documents Investigating 06/01/20 Slow to open documents for editing
Some firms are facing issue where GoFileRoom and AdvanceFlow are slow when trying to edit documents. We are actively investigating this with urgent priority. We will update this alert when we have more information.
6/01/20 Edit Documents NOTICE 06/01/20 Some users unable to Edit Documents, getting error unable to open GFRLINK
Some firms are facing issue where they are unable to edit documents, getting error that they cannot open GFRLINK. This can be resolved by updating to latest version of the GoFileRoom Client Add-in. The latest add-in as of this alert is 20.0.3 - Uninstalling and reinstalling the GoFileRoom Client Add-In
05/29/20 Add Documents Fixed 06/05/20 Not able to drag and drop files into AdvanceFlow
We are currently investigating an issue that is preventing users from being able to drag and drop files into AdvanceFlow. You can still add files via the "Add Workpaper" function. We are currently working to resolve this issue as quickly as possible and will update the alert when we have more information.

Workaround: If you 'Open in new window' the Workpapers tab in AdvanceFlow, Drag and Drop functionality is restored.
03/30/20 ClientFlow Fixed 05/18/20 ClientFlow Notifications failing or extremely delayed
We are currently investigating notification issues for ClientFlow users. Notifications appear to be either severely delayed or do not arrive for the intended recipient. Please continue to return to the Alerts and Notices for updates.
03/06/20 Integration Fixed 05/18/20 UltraTax CS crashing when importing client data from AdvanceFlow
We are currently investigating reports of UltraTax CS crashing when attempting to import data from AdvanceFlow. This seems to be client specific, and we continue to investigate. We have found this can sometimes be addressed by importing into a new client in UltraTax, or creating an engagement from the existing engagement in AdvanceFlow and using that to import. It is important to note that these suggestions have worked in some instances, but not all. Some users have also found moving to a different workstation to perform the import has worked.
03/02/20 Add Documents Fixed 03/02/20 Error when adding documents to AdvanceFlow from GoFileRoom
When adding workpapers to AdvanceFlow and using the source of GoFileRoom, errors are occurring. The appropriate parties are actively investigating this issue.
12/30/19 Platform Verified 02/18/20 When rolling forward binder, unable to right click and change properties more than once
When rolling forward a binder, if you right click to change roll forward properties, you will not be able to right click again. You can still change the roll forward options one by one.
05/28/19 Edit Documents Verified 02/25/20 Additional ‘Edit Document’ tab opens when editing documents

When editing documents an additional tab opens in Internet Explorer called ‘Edit Document’. The tab is blank. After you save and close the document(s) the additional tab stays open. You must manually close the ‘Edit Document’ tab.

This will be addressed when AdvanceFlow becomes browser independent tentatively scheduled for 2020.

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