2024
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This article applies to:

  • Product: ONESOURCE Trusts

R 26 September 2024 release notes

Feature enhancements

Unsaved changes alert

This alert helps to protect your work by alerting you when you have unsaved changes in an open browser tab. If you accidentally attempt to close the tab or the entire browser, you'll get a
'Leave site?'
 notification. From this notification window, you can either leave the tab or cancel the action and return to save your calculations. This ensures that you won't lose any unsaved changes by mistake.
  • Choose
    Leave
     to close the browser tab or window.
  • Choose
    Cancel
     to cancel the action and do any of the following:
    • Save and Close
       the calculation.
    • Close
       the calculation without saving.
    • Cancel
       to refresh and continue working on your calculation.

Insert rows and insert columns in bulk

  • We've added
    Insert Rows
     and
    Insert Columns
     to the menu items so that you can insert more than 1 row or column in bulk.
  • You can choose a number of rows or columns to insert.
  • You can use the
    Insert
     menu or the right-click menu.
  • You can insert a maximum of 1,000 rows at a time.
  • Validation messages will tell you if you're inserting rows where you can only insert columns and vice versa.

Update sheet type in bulk

To use this new function, select
Tools
,
Sheet Settings
, then
Update Sheet Type
. Use it to update the sheet type for multiple sheets simultaneously. For example, to change between a
Computation Sheet
 and
Working Paper
. This also creates an audit entry in the calculation history for the sheet type change.

Save parameters for batch reports

You can now save parameters for re-use and easily run batch reports. These parameters include values for filters to apply to a report.

Delete exchange rates

You can now delete an already configured exchange rate. This will delete the exchange rate and clear its associated usage.

New keyboard shortcut to paste values

There's a new keyboard shortcut
Ctrl + Shift + V
 to paste values. This is a shortcut for right-click,
Paste
, then
Value
.

Highlight XBRL facts

You can now use the
Review
 function for XBRL Facts.
  • Highlight cells with XBRL properties in yellow for quick review.
  • Clear this highlighting when needed.
  • The menu indicates whether you're currently highlighting or clearing and what you're highlighting.
  • Use the
    Review
     button on the toolbar to open a new browser tab to show a list of all cells in the calculation with associated XBRL details.

Entities API

  • A new API helps you add, edit, and delete entity hierarchy.
  • Create
    ,
    edit
    , and
    get
     end points have a new
    aggregateMemberEntity
     parameter. Use this to mark an entity as an Aggregate Member Entity.
  • Edit entities end point
     has a new
    active
     parameter to mark an entity an active entity or make it inactive by setting to
    false
    .
note
For more details on how to use Entities API, refer to the ONESOURCE Corporate Tax Master Data API page on the developer portal.

Datasets API

  • The
    type
     parameter in the period section (period type) is now an optional parameter for the
    create dataset
     end point. The dataset creation routine disregards the value for this parameter even when included.
  • The
    periodType
     parameter in the
    get datasets
     end point is updated to reflect the period length of the dataset based on the start and end dates used in creating a dataset. The possible values are: Weekly, Monthly, Quarterly, Annual, and Custom.
note
For more details on how to use the Datasets API, refer to the ONESOURCE Corporate Tax Datasets API page on the developer portal.

Notable changes

Roll forward datasets with client templates

We've turned off
Roll Fwd
 on the toolbar for Datasets with client templates.
We recommend the following way to create client templates for the subsequent year.
  1. Copy the dataset which has the client template to the next year.
    note
    The client template will still be associated with the same year/version template after this step.
  2. Upgrade the client template to the next year template.
  3. Customize and save it.

Notable defects remediated

Calculations

  • Right-click on a cell and paste value intermittently pasted the wrong values.
  • Users with no permission were allowed to override imported / brought forward values.
  • Import override
     on text cells gave errors.
  • Users couldn't delete their own attachments unless they had the
    Enhanced access
     permission.
  • Save to Excel
     was failing to generate valid Excel files when the client, dataset, or calculation name included a comma.
  • Changes to sheet references were reset to what was defined in the template during a template upgrade.
  • While building a formula, pressing
    Return
     completes the formula creation and returns to the cell being edited as expected. However, pressing
    Enter
     on the numeric keypad doesn't complete the formula in the same way.
  • Flat view
     option didn’t show the sheets in alphabetical order according to the sheet reference when viewing hidden sheets.

Edit datasets

Refreshing entities while editing a dataset didn’t show the up-to-date entity hierarchy according to the Entity Manager.

Import

  • The map didn't open when the import included large decimal numbers.
  • Drill-down on the imported values didn't work on a few sheets when the import was done by a target-based import.

Print

  • Notes added with multiple lines in the calculation were causing the print to fail.
  • The
    Print
     routine intermittently failed with a
    'Formula contains a reference to a cell which is beyond the boundaries of the spreadsheet'
     error when forms were included.
  • Notes with special symbols (words wrapped with double quotes in the middle of a note) were printing with incorrect alignment.

Issues for remediation in a future release

Mapping

We're continuing to analyse mapping issues reported where line items are renamed or duplicated and assessing their implications on the import process.
We recommend that you don't duplicate line items by using identical text or variations only in letter case. We also advise that you don't add line items with names the same as standard or default line items.

Rolling forward calculations to client templates

We've noticed issues with rolling forward calculations to the client templates where a few of the optional multi-instance sheets are duplicated (for example,
Business – Trade or property
 and
Accounting period
 sheets in UK templates).
A solution is to review and delete the duplicate sheet.

Batch report editing

We've identified an issue with batch reports. When attempting to edit a batch report by removing an existing report from its definition, the reports are not successfully deleted. However, adding additional reports to the batch report definition works as expected.