Engagement Manager 9 August, 2024 release notes
tip
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Miscellaneous issues resolved
The following issues have been resolved in this release:
- We've corrected an issue when attempting to import a trial balance spreadsheet and including a tax subcode column in the imported data.
- We've corrected an issue where tax code reports or tax code custom Excel documents created before the August 1 update wouldn’t reflect new trial balance accounts or changes to the tax code assignments on existing accounts.
- The help and support icon in the toolbar of the application will appear consistently.
- When a trial balance spreadsheet is imported and duplicate account numbers are being corrected (with overrides on the column mapping screen), the data will import successfully now.
- We've corrected an issue when adding an engagement level subcode and then changing the tax vendor or entity in engagement properties.