If you have delete permissions in the client's drawer in GoFileRoom, you will no longer receive incorrect prompts about missing permissions when finalizing an engagement. An error message will appear during the finalize wizard only if you lack delete permissions.
Any user with
Lookup List
permission in GoFileRoom will now be able to add clients directly in Engagement Manager during the
Add engagement
wizard or
Reindex client information
wizard without needing administrator permissions.
Duplicate recycle bins no longer appear in the
Workpapers
tab of an engagement when creating engagements.
Engagements with the same name and different current period ending dates will have a secondary option to sort by the current period end date.
Email notifications from engagement date rules now display the correct date format for United Kingdom users.
You can set up consolidations for more than 103 child engagements, with successful testing for up to 500 child engagements.
You can now import or copy engagement level tax subcodes between engagements when the year-end date is 2022 or earlier.
The completion date and deletion date now appear correctly in the properties widget of the status dashboard after using the reset button in engagement properties to calculate the dates.
The splitter panels in the workpapers, notes list, and journal entries screens no longer stick to the mouse cursor after resizing them.