2024

R 24 - February 2024

Feature Enhancements

Moves rows / columns
A new feature that allows users to move rows / columns within the sections of a sheet was introduced. This feature can be accessed through new menus introduced.
  • This newly introduced functionality is applicable to all sheets/blocks where template sort configuration is not specified.
  • Users have the flexibility to move rows or columns within these blocks. Blocks that allow the insertion of rows support the moving of rows, while those permitting column insertion facilitate the moving of columns.
  • Moving of multiple rows / columns in a block is also possible.
  • Robust validations and error messages are implemented to inform users of incorrect selections or instances where moving rows/columns is not feasible due to the specified reasons.
Calculation URL property
A new calculation property was introduced which returns calculation URL. The following is the formula and its usage.
GETPROPERTY(“Calculation URL”)
It returns the following text, and the highlighted represents the calculation ID, it is unique to a calculation.
https://apac1.onesourcetax.com/platform/apps/modern/oct/workbook/f5b0ba36-0e6f-4fe4-9097-b6f5e258c4c1
The formula can be written in a cell or if you want this calculation URL printed as a footer in the printout, you can configure it in print style.
Target based import - Drilldown
Data imported via target-based import mechanism can now be drilled down.
Pushdown improvements
There have been improvements in this area in such a way that when a group pushes down the updates to its children, only the relevant child entity which needs this update will get the
“Data updates available”
 notification. Earlier, group was sending the
“Data updates”
 to all the children irrespective of whether that child needs an update. This improves the stability and performance of the pushdown functionality.
Reset Sheet Name
Users can reset the sheet name to the template name by selecting
Tools
Sheet Settings
.
APIs
  • Import payload (JSON) can be downloaded from the records in Import Details screen.
  • New end point added allowing users to edit datasets.
  • New end point added allowing users to edit/delete entities.
  • New end point added allowing users to add/export notes/queries.
  • GET templates end point changes.
    • Now only returns licensed templates.
    • Client template has its own GUIDs now in the response (Earlier it was taking the GUID of the standard template with which it was created).
  • Create Dataset end point changes.
    • Removed
      clientTemplateName
       as can fetch client template information from
      templateId
       supplied.
    • Made both
      templateId
       and
      templateFamilyName
       optional, but any one of the two is mandatory.
    • If both
      templateId
       and
      templateFamilyName
       are supplied, there will be a validation to verify this combination is correct.
    • If only
      templateId
       is present, will create
      Dataset
       using the supplied templateId.
    • If only
      templateFamilyName
       is present, then will create
      Dataset
       using the latest standard
      templateId
       available in the Database for the supplied
      templateFamilyName
      .
Highlight notes / errors / queries
  • A new review functionality added allowing users to highlight errors or notes or open queries or closed queries across the calculation. Cells will be highlighted with yellow color for quick review and this highlighting can cleared.
  • ✓ indicates whether currently highlighting or clearing and what is being highlighted.
Line Items
Renaming of line items in use (via Configuration > Line Items) now prompts the user for a confirmation.
Insert Excel Sheet
The formulae in Excel which are not compatible with the application will be added as open queries on the cells to make it easy for users to cycle through / highlight those cells which will help with the review process.
E-Filing Manager – Auto polling (UK specific changes)
  • Returns submitted to HMRC will be auto polled for latest status.
  • There will be a notification indicating when a polling request has successfully obtained latest information from HMRC.
  • An audit record for each polling attempt gets added to the following screens.
    • Calculation History
    • eFile, Exports
    • History tab in the E-Filing Manager application

Notable Defects Remediated

User formula
  • Dynamic formula building referring to a cell which has hyperlinks (if it has import/brought forward values) was failing as clicking on the link taking the user to the target cell rather than completing the formula.
  • User formulae were not retaining on roll forward.
Imports
  • Apply changes in the Mapping screen was not working intermittently.
  • Data was not being imported into analysis sheets created for custom line items if the line item has a trailing space.
  • Data was not being imported into line items created in analysis sheets if the line items have the same descriptions as descriptions of the mapped accounts.
Recently Viewed Calculations
Duplicate calculation records were shown in this view mode.
Save to Excel
Date format for Period field was not respecting the language settings.
Calculations
If a note added in a calculation has non-printing characters, the calculation was not opening.
E-Filing Manager
Efiler Wizard
 – Save to XML permission was not working and thus allowing the users who did not have this permission access the functionality which is now corrected with a user information message.

Issues to be remediated in a future release

Mapping
We are conducting an analysis of mapping issues that have been reported in instances where line items are either renamed or duplicated, and we are assessing their implications on the import process.
Our recommendation is to refrain from duplicating line items based on identical text or with variations in letter casing. Additionally, it is advised to refrain from adding line items with names identical to standard or default line items.
Imports
We have noticed drilldown issues for Code based imports if both Code based and Target based imports are run on the same calculation. We are investigating these issues. Please refrain from using the imports this way until we have fixed these issues.
note
We have noticed an issue where deleting the associated journal does not delete the data from a few sheets in calculation if data was imported using Target based import.
Prints
We are investigating an issue with prints where underlines are not printing if the Calibri font is used in the print styles.
We have updated Modern print style with Arial font.
If you are printing using custom print styles, make sure you are not using Calibri font in those styles. Update print styles with a different font so the lines get printed.
APIs
  • We are investigating issues with
    Edit Dataset API
    ; It is not allowing users to add new calculations using client templates. New calculations can be added to the dataset using standard templates.
  • We are investigating an issue with Export Notes/Queries API where it is listing out notes/queries from the deleted datasets.
Consolidation
We are investigating an issue with values not consolidating in the copied datasets created using Australia New Markup templates.
E-Filing Manager
In History tab
  • Disabled sorting / filtering on the following column(s) is impacting the performance.
    • Return
    • Submitted Time
  • Disabled Filter by Condition on the following column(s) is impacting the performance. Sort, Filter by Value work on these columns.
    • Amended Return
    • Status
    • Jurisdiction
    • Source
  • Filtering does not work on the following column(s). Sorting still works.
    • Submitted Date/Time
    • Queued Date

This article applies to:

  • Product: ONESOURCE Trusts