Release updates

Content in this topic requires OnPoint PCR.

To get the latest compliance content in your engagement files, update your template to the latest version of OnPoint PCR. For more information, see Update your firm template.

Summer 2024 changes

Release Date Content Version Updates
July 31, 2024 v.1.3458.0 Content and functionality updates to the primary template. To learn more, see What's New.

Fall 2022 changes

Release Date Content Version Updates
December 14, 2022 v.1.3300.0 New features and enhancements added. To learn more, see What's New.

Summer 2022 changes

Release Date Content Version Updates
October 26, 2022 v.1.3300.0 Fixed a technical error that prevents certain documents from downloading when you select Download reference copy.
August 10, 2022 v.1.3300.0 New features and enhancements added. To learn more, see What's New.

Spring 2022 changes

Release Date Content Version Updates
July 21, 2022 v.1.3210.0 Fixed a technical issue in the 2-155 Financial groupings assignment tool form that prevented accounts from displaying.
June 16, 2022 v.1.3210.0 Fixed an issue in the Balance Sheet with the note references where the Equity attributable to the parent formula was broken.
June 8, 2022 v.1.3201.0

New features, enhancements and fixes added. To learn more, see What’s New.

Winter 2021 changes

Release Date Content Version Updates
March 16, 2022 v.1.3020

  • Fixed an issue where assigning an account to Other Comprehensive Income/Loss financial groupings in a consolidation engagement would result in the Data page not balancing.

  • Fixed an issue affecting the workflow in checklist 1-120 - Compilation - Engagement acceptance and conclusion.

  • Changes added to the visibility settings for Financial Statements and Presentation and disclosure checklists folders to improve the workflow logic.

To learn more, see What’s New.
February 2, 2022 v.1.2950 Enhancements and fixes added to the queries documents. To learn more, see What’s New.
January 26, 2022 v.1.2900 The tax export feature in OnPoint PCR has been updated to incorporate the updated 2021 tax exports. To learn more, see What’s New.
December 22, 2021 v.1.2900 New features, enhancements and fixes added. To learn more, see What’s New.

21.0.0 changes

Release Date Content Version Updates
June 2, 2021 v.1.2527.0 Fixed a minor issue for Revenues and Cost of Revenues analysis graphs.
April 28, 2021 v.1.2527.0

New features, enhancements and fixes added. To learn more, see What’s New.

20.8.0 changes

Release Date Content Version Updates
February 22, 2021 v.1.2421.0

Fixed an issue with Rounding in Financial Statements.
January 27, 2021 v.1.2393.0

The tax export feature in OnPoint PCR has been updated to incorporate the updated 2020 tax exports. To learn more, see What’s New.
January 13, 2021 v.1.2393.0

New features, enhancements and fixes added. To learn more, see What’s New.

20.7.38 changes

Release Date Content Version Updates
November 18, 2020 v.1.2360.0

New features, enhancements and fixes added. To learn more, see What’s New.