Version 2023.4.0 release notes

We released version 2023.4.0 on December 19, 2023 with the following changes.

General

  • To help our Support team better assist you, we added a Configuration Information screen. Select Help, and then hold the Shift key when you select About. Then, select the Configuration Information button.
  • We updated the Accounting CS Library portlet (available in the Home, Firm, Staff, and Client dashboards). When you download a ZIP file, you'll need to manually unzip it to add the contents to Report Designer. We plan to automate this process better in a future release.

Trial Balance

  • We updated the tax codes in the Chart of Accounts and Enter Trial Balance screens for integration with the 2023 version of UltraTax CS and GoSystem Tax RS.
  • We updated the Tax Code Listing PDF for the 2023 tax year.

Report Designer

We added new options to the
Period
field in the Cell, Row, or Column properties for accounting reports, workpaper reports, and financial statements. The new options are
1PCustom
through
9PCustom
, and will calculate balances according to the prior years of the date selections you make at the time you print the report (including the
Single
and
Range
date options, which are based on transaction dates instead of posting period dates). (Idea Incubator #5207)