Here is a list of what they are:
CIPC Tasks Table
New CIPC Tasks for:
· Conversion from Close Corporation to Company
· Share Transfer/ Share Allotment
· Share Certificate/Replacement Certificate
Additional Accounting Frequencies
You now have the option to select Bi-Monthly accounting or Weekly accounting under services in the Client table.
SARS Task Table
A new SARS task has been added for Dividends Tax.
A column has been added to the Corporate Tax table to keep track of accumulated assessed losses brought forward at SARS.
Improvements & Error Corrections
We have made improvements to the weekly overview report and moved it out of the Firm Reports table to the Reports table so the entire team can access it.
The error on the Services not Used table has been resolved, and the Client names should display correctly again.
Odd VAT returns were scheduled for 30/04/2023, which isn’t a working day. The due dates have been adjusted to the nearest working day of 28/04/2023.
Financials: Non-CIPC registered entities didn’t schedule for financials, the error has been corrected, and they will now schedule correctly when the financials tickbox is selected in the Client table.
Some Roles in the Accountant table have been renamed
The old role checkboxes have been removed and replaced by a role dropdown. The old Admin role has been renamed to Super User and is the highest-ranking role in DataGrows. The Bookkeeper role has been renamed to Accountant.
The note fields on all task tables have been increased to 2000 characters instead of 200 to give you more room for notes.
Under the Role dropdown in the Accountant table, you will find an Audit Rights dropdown. This can be used to switch on the Audit feature for each team member with the option for them to delete tasks or not.
After activating the feature, the Audit Table can be located under the Financials group.
We will share a video early next week to show you how this new feature works.
The Simple View
Some clients have asked for the option to remove the various checkboxes on the task tables to give them a more streamlined view. In the Accountant table, you now have the option to choose between a simple and complex view. The simple view gets rid of all the checkboxes and steps that you might know off by heart and that you do not need reminders for. This simplifies your view for faster workflows. The Complex view is the default view and shows all columns and checkboxes.
We would like to invite you to our first Managers webinar.
This webinar will occur on the third Monday of every month from 09:00 - 10:00 from now on.
This month’s webinar will focus specifically on management tools within DataGrows. We recommend that all Partners and Super Users attend this webinar. There will also be a Q&A at the end and an opportunity for you to ask any questions. An email will be sent out closer to the date with a link to join.
That’s all for now.
We hope you enjoy these updates. Please send us your feedback and any requests for additional changes to firstname.lastname@example.org
Thank you for your continued support!