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What's new - Cloud 29.0

The following describes the new features, enhancements, and improvements for Cloud 29.0.

Validation of entity information

Cloud can now determine when some entity fields (such as Business Number) should contain unique information. If duplicate information is found, Cloud will display an appropriate warning. Validation helps ensure that administrators assign unique identifiers when they are required. To learn more about entities, see Create client workspaces.

More customization options for outgoing emails

Administrators can now include their organization’s logo to all outgoing emails and add a unique welcome message to onboarding emails. Including a logo in outgoing email increases trust, and a customized welcome message helps ensure new staff members and contacts get any extra information they need. To learn about system-generated emails, see Email (Settings).

A welcome email to a new staff member with a custom logo and welcome message.

Upgraded sharing options for entities and files

Administrators can now share entities and files in bulk with staff and contact groups. Sharing multiple groups and files at the same time enables administrators to grant permissions to group members more efficiently. To learn more about file and entity sharing, see Share reports and documents and Grant entity access to users and groups.

Better address formatting for entities

When a staff member creates an entity, address fields will now display based on the country of registration selected. This change helps ensure that data submitted to the local tax authority is correctly formatted.

An entity with region-appropriate address fields.

Improved email notifications for file requests

Administrators can now limit the amount of information about entities and Cloud users included in file request notifications to help control access to potentially sensitive data. To learn more, see Notifications.

General Improvements

Several improvements have been made for the latest release.

Activities

  • Fixed an issue where a user with access to a single entity would only receive a warning message when attaching a file to an activity.

  • Fixed an issue where users could not attach files to entities when the entity selector was set to All Entities

Staff

  • Fixed an issue where exporting a view from the Staff or Contacts page after a large import of new users could result in duplicate entries being included in the exported CSV file.

  • Fixed an issue where navigating away from the Staff page with the Edit Staff dialog open resulted in an error.

Miscellaneous

  • Fixed an issue where setting the Start Date or the End Date of an engagement to the distant past or far future could result in a misleading error message.

  • Fixed an issue where the Full Name column was incorrectly labeled in the Create File Request dialog and the Email Activity dialog.

  • Fixed an issue where some exported user data (such as an Entity view) containing special characters displayed incorrectly in Microsoft Excel and other spreadsheet software.

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