Engagement Manager 23 August, 2024 release notes

Miscellaneous issues resolved

  • We've corrected an issue that impacted tax integration with UltraTax CS, GoSystem Tax, ProSystem fx Tax, or Lacerte Tax, in situations where no tax subcodes were assigned to accounts in the trial balance. In this case there would be no export file and nothing would be exported.
  • We've corrected an issue where tax code reports or tax code custom Excel documents were not properly populating with all accounts on consolidation type engagements.
  • When a new account has been added to the child engagement of a subsidiary with a tax subcode assigned, then the parent is consolidated, the consolidation process will now add the accounts properly, and the yellow banner will clear.
  • With the GoFileRoom release on Monday August 26, an issue will be resolved that impacted firms that had the GoFileRoom version control enabled. Previously, when a workpaper was replaced, it was possible the document would revert to the previous version of the document upon editing. This problem has been resolved.