- 4 min read

Our June upgrades are live!

Updated: Jun 30, 2023

Here is a list of what they are:

New Additions

We have split the Process table into a Process table and an Emails table. These can both be found under the Setup Department.

The process table will contain processes such as the 'generate invoices' process. While the Emails Table will contain all automated emails. All of our emailsnow have rich text that you can edit yourself and all emails now integrate with Microsoft 365.

Each user must allow access and log in with their email account for their emails to be sent from DataGrows to their clients for the tasks they are assigned to.

To do this, in the left-hand navigation, select Settings.

Then click on Microsoft Integration.

This will take you to the Microsoft Login Screen and you need to enter in the same details as your Microsoft 365 account. Check out this blog post for more assistance or email support@mydatagrows.com - Automated Emails (mydatagrowsblog.com)

We have introduced an Income Tax Individuals email as well, which will send an email informing your Income Tax Individuals Clients of the upcoming Income Tax Season.

We have added a Budget selection dropdown on Audit tasks to select between Budget Amount & Budget Hours. This will then pull through to audit subtasks and you can budget for an audit as a whole and per section, allowing you to measure the performance of each clerk.

You can now add a line to an invoice generated through DataGrows manually by clicking on an invoice, then going to the Invoice lines subtab and clicking on Add Record. This will then pull through to the invoice.

When the "SARS Verification" checkbox is checked in the Provisional Tax Returns table or in the EMP501 Bi-Annual Recon Table, a corresponding SARS task will schedule in the SARS Tasks Table.
An Amount Column has been added to the Included Services tab that can be accessed through your Rate Groups Table. This allows you to give a breakdown of the structure of a retainer by adding a separate amount for each task within the retainer. If you need assistance setting this up, please contact support@mydatagrows.com.

Columns have been added to the Share Register Table "Beneficial Owner" and "Beneficial Owner ID". We are working on expanding the required details for the new declaration requried by CIPC and this will go live in July.

The CIPC Annual Returns Table now has a Penalty Fee Calculator. If the Task is 30 days overdue and you start work on the task, the penalty fee will be calculated when you save the record.

Error Corrections

If multiple team members worked on one record at the same time, the system would override one of the records and only save one of the two. We have introduced an error message to show when someone else is working on the same record. If this message pops up, please take note of your changes, then refresh your page to get the latest version of the record and keep working.

The Comment column in the Clients table has been changed to long text to give more room when capturing notes.

Downloading a table with a filter on: There was an issue when navigating from the Client table to the Share Register table for example, then trying to download that table. It would not download with the appropriate filter on. This issue has been resolved and it will now download correctly.

Once an invoice is generated through the Generate Invoice Process in the Process table, the Invoiced checkbox will be checked on the applicable task table, and the invoice nr and invoice line will be inserted.

Introducing!

An Info icon has been introduced to each table next to the table name. This icon will take you to a blog post describing the table in detail.

A Required Documents Tab has been introduced. This will populate a list of required documents for each Client entity type. The table can be accessed by clicking on any client and then clicking on the Required Documents tab.

An expiry date can be selected where applicable so you will know when a document needs to be renewed. The documents can also now be directly attached to the record.

To add more/ edit the required documents for a specific entity type, you can go to Setup and select the T_Required Documents table and click on ADD RECORD. This will pull through to the required documents tab for that entity type. Or edit our existing examples if you require.