Here is a list of what they are:
New Additions
We have split the Registration Date and Registration Number fields in the Client table into the following based on the entity type:
Date of Birth
ID/Passport/ID Number
Registration Date
Registration Number
Agreement Date
Trust Dead Number
We have adjusted your current clients to match these fields.
Automated emails: You can now test an automated email and draw a list of clients that will be emailed before sending the email. This video will show you more.
ATT AUDITORS!! If you haven't seen it yet, we have an audit module in-app that you can switch on - at no extra charge. You can now schedule client audits from the Client table with a custom due month and date! We have also added a budget selection column to the audit tables, and we will introduce reports in the next month to track the time spent and money made on them! Please email support@mydatagrows.com for a free demo!
The Data Audit report that can be found in the Reports Table now indicates duplicate clients as well as duplicate primary contact information. If the primary contact information in the Client table is duplicated for multiple clients, you might want to add them to a group. We have a report focusing on Group work in progress to make consolidations easier!
New SARS task
Provisional Tax Verification
Individual Income Tax Auto Assessment
Turnover Tax Registration
Turnover Tax Assessment
Customs Renewal
New CIPC Tasks
Share Register
Request of Disclosure Certificate (MoI)
Enterprise Enquiry (Excluding MoI)
Conversion from PTY To Listed Company
New Firm & Adhoc Tasks
Trust Registration
ROE Letter of Good Standing
ROE Verification
Joint-Venture B-BBEE Affidavit
Training
Management Accounts
NHBRC Registration
National Credit Regulator (NCR) Registration
Accountant Letter
Budget Preparation
Variance Analysis and Re-forecasting
Monthly Business Reviews
Finance Director Services
Internal Control Processes
Error Corrections
If you press enter on a filter, the filter will now apply.
Internal Control Processes
Once you check the Verification checkbox under Provisional Tax, a SARS task will schedule in the SARS Tasks table automatically.
Any task table with a Verification checkbox will now schedule a SARS Task once checked.
You are now able to lock any column so the column will freeze.
If you are still onboarding and want to do another bulk upload of clients, please download the latest upload template here.
That's all for now!
If you have any questions or feedback, please send them to support@mydatagrows.com