Insolvency Release notes 2019.03 – Aryza Australia

A minor software update was released for version 2019.03. Details of this update can be found here.

The main system release contained the following enhancements and fixes:

BAS lodgement via SBR

You may now lodge business activity statements via SBR
See: Lodging business activity statements via SBR

Home Page

The home page now displays a graphic indicating when a system update is available for download.
Appointment metrics relating to ongoing and new appointments are now displayed on the home page.

Jobs

All internal references to the RATA have been updated to refer to the ROCAP.
The job details sheet report now contains a section detailing the approved disbursements.

Job Setup

If a practice has created their own security roles and stopped using the inbuilt system roles, a warning would be given during job setup that no security roles had been configured even if they had been. This warning now no longer occurs.
Two new personal job types have been added: Statutory Trustee and Other(Personal).
A new personal appointment method "by court" has been added.
District and Magistrates courts have been added to the court types.

Document Production

Inline replace fields for addresses with a country entered no longer return a surplus space character after the post code.
When emails are generated through the document production wizard, a user can now add additional (different) documents to each recipient email. This can be done after the email has been generated, but before the email has been sent.

Document Approvals

The application sends emails to users requesting authorisation and despatching of documents linked to tasks. Previously these emails invoked a Windows batch file which opened the Insolvency application and displayed a list of documents in the task for user action. This functionality has been changed as follows:

The mail now contains a link to a Uniform Resource Identifier (URI) for a new standalone Insolvency Authorisations application which displays the task with the documents to be actioned. The task will display on its own and all actions available to the user will be clearly presented without the need to locate a specific task and drill down to view it. The task will load faster and will consume less system resources.

Additionally there is now the ability to configure these approvals to work through remote application deployments such as Citrix or Microsoft Remote Application. For further information on this, please contact us.

Document authorisation was not being checked when lodging the Form 5602.
If you have document authorisation turned on you will not be able to submit the Forms 5602, 5603 or BAS until it has been authorised.

Document Template Management

If the name of a document template is changed, the name of the template will also be updated into all tasks where the document has been linked as an action.

Document Management

All documents that have been produced as either a sub document of a main document or as an attachment to an email now display as linked documents under the main document or email. The user has the ability to expand or contract the display of the linked documents.

Adding a document to an accounts payable or accounts receivable transaction did not update the paperclip data for the related payment transaction. This issue has now been resolved.

Document Management Integration

Integration with external document management systems can be enabled or disabled on a per practice basis.

Creditors

An issue where adding documents to one creditor reset the paperclip display on the creditor register for other creditors has been resolved. Note that the paperclip only displays documents that have been linked directly to the creditor record, not documents that have been sent to the creditor (see next point below).
The document list for creditors has been enhanced and now provides a display that distinguishes between those documents that have been added to the creditor record and those documents that have been sent to the creditor by mailouts.
Creditors can now nominate to always receive a hard copy of correspondence in addition to any electronic form of communication they have nominated. They may also specify that all future communications are to be via hard copy only. These options can all be set in the creditor record, and the corresponding options are available to creditors on the portal.
The "Creditor Claim Type Summary" report produced an error "columns do not match table definition". This has been resolved.
The "Creditor Listing By Claim Type" report now includes the memo/notes field in the creditor listing.

Importing Creditors

Two counterparties that had the same name and address body text, but were in a different state were being flagged as exact matches when imported. This error has now been fixed.
Importing creditors with a comma in the name caused an application error which has been fixed.
When importing creditors as individuals, a red warning is now given if the creditor does not have at least a last name entered.

Deleting Creditors

When creditors are required to be deleted, quite often they have dependant records in the database which prevents their deletion. A new report in Reports and Forms --> Creditor Reports --> Creditor Linked Records will display the dependant records for a selected creditor.

Employees and Payroll

Child support withheld accounts now permit allocation to the employee. Previously the allocation could only be made when processing payments through the pay wages function.
A bug whereby clicking cancel when exiting the employee record would reset the tax calc method to auto system calc has been fixed.
Previously, if a wages period and wages rate was entered for an employee, when calculating a dividend, the system would do a marginal rates calculation to determine the amount of tax to be withheld. This has now been deprecated and tax will be withheld at the mid rate as per ATO advice.
Improved validation has been added to prevent the tax free component of a claim being entered as greater than the taxable value of the claim. The specific validation methods are as follows:
- Wages - tax amount cannot exceed admitted amount - on employee form and also proposing/finalising dividend.
- Compensation - tax amount cannot exceed admitted amount - on employee form and also proposing/finalising dividend.
- Compensation - tax amount cannot exceed admitted amount - on employee form and also proposing/finalising dividend.
- Leave - tax amount cannot exceed admitted amount - on employee form and also proposing/finalising dividend.
- Leave - Lump sum A cannot exceed admitted amount - on employee form and also proposing/finalising dividend.
- Retrenchment - tax amount cannot exceed admitted amount - on employee form and also proposing/finalising dividend.
- Retrenchment - tax amount cannot exceed the admitted amount less the tax free amount - on employee form and also proposing/finalising dividend.
- Retrenchment tax free amount cannot exceed the admitted amount - on employee form and also proposing/finalising dividend.
- Excluded employee rejected - tax amount cannot exceed admitted amount - on employee form only.

Employee Reporting

The account transaction listing report now includes details of employees allocated to any transactions.
With employee wages batches, the employee transaction summary and detail reports would only report on posted entries. When run against an unposted batch, the reports would not contain any data and were therefore not suitable for reconciling the batch. These reports now report correctly whether run from posted or unposted batches.

Shareholder Reporting

The shareholder listing report was including the city and post code fields in the main address body.

Receipts and Payments - Forms 5602 and 5603

Forms 5602 and 5603 now support pooled group lodgement. If the pooled group option is selected at the start of the wizard, the data to be submitted to ASIC will be in the correct format and the information will be saved for the next R&P.
Various issues whereby the date ranges for the R&P detail reports did not match the R&P lodgement period and the summary reports did not report the correct dates have been resolved. All the issues were with the labels on the supporting internal reports, all data submitted to ASIC was correct.
A flag can now be set at an account level to suppress the names of payees in any data submitted to ASIC. This works in the same manner as the existing ability to suppress employee names. For example, you now suppress the names of all pre-appointment debtor recoveries simply by setting the flag in the appropriate pre-debtor account.

Entering the word "update" into the reasons for delay in the 5602 wizard caused an application error which has now been resolved.
At least one reason delaying completion must be entered into the 5602 wizard.
In forms 5602 and 5603 you are only required to submit details of dividends paid to creditors for certain job types. The R&P wizard was correctly preventing the entry of dividend information for these job types, however, was incorrectly stating the job type in the reason. For example in a VA job that had transitioned to CVL, when you prepared the 5603 for the VA, the wizard would display "Not applicable for CVL" when it should have stated "Not applicable for VA".
In forms 5602 and 5603, the rate of dividends paid to secured creditors is not required to be reported to ASIC. The summary reports have now been amended to report N/A instead of the number 0. All data previously submitted to ASIC was correct.
Forms 5602 and 5603 are no longer created directly into the lodgements document management folder. Sub folders to the lodgements folder named 5602 and 5603 are now used.
If you have document authorisation turned on you will not be able to submit the form 5602/5603 until it has been authorised.

Receipts and Payments Entry

A superfluous warning regarding overdraft limits being exceeded when entering receipts in to a bank account has been removed. Only payment entries will potentially trigger a warning.
Users entering EFT payments were denied the ability to copy EFT details from the counterparty when ticking the EFT payment option. The application was incorrectly applying the edit bank details permission. This issue has been resolved.
An issue where entering receipts and payments directly through the bank account reconciliation screen occasionally caused the application to lock up has been resolved.

Receipts and Payments Reporting

The account transaction detailed listing report did not correctly report GST and duplicated some coding lines when reporting accounts receivable credit notes. This issue has been resolved.
A report allowing multiple jobs to be combined into a single R&P report has been added. the report has been added to Reports and Forms --> Financial Reports --> Receipts and Payments Reports --> Receipts and Payments Summary Pooled. Up to 10 jobs with the same "Group of Coy Code" entered into corporate info will be reported. All jobs must be of the same job type.
The paying in slip report button now reports the parent and sub account description where a receipt has been allocated to a sub account. Previously it only displayed the sub account description.
The receipt and detailed receipt vouchers now contain a field for the job short name.

Billing Entry

The billing and write-offs form now has an option for <<none>> to be selected. When you select this option, no tax amounts will be calculated when entering net amounts into the grid.

Cheque Printing and EFT Ouputs

An additional field "PayeeAndAmount" has been added to all cheque outputs. This outputs in the format *Payee Name***XXX.XX***ONLY.
EFT output files are no longer created in a dated sub directory of the main output directory.
New BPAY outputs have been added for Macquarie and CBA CommBiz.
For ABA files, the DE User ID is now saved at the bank account instead of the job level. This allows multiple DE User ID's to be saved rather than the single one previously allowed.

Assets

Any asset ERV adjustment now presents an adjustment as-at date dialogue instead of defaulting to the current date. This was causing issues when asset ERV's were being adjusted post the 5602/3 reporting end date and the adjustments were not being picked up in the 5602/3. Note that clicking on the assets toolbar in the 5602/3 wizard and working on the assets from the asset register that pops up will automatically default the adjustment date to the 5602/3 end date.

Batches

Previously, an error occurred in the situation where a batch was split and posted immediately. This error no longer occurs.
Some clients have reported that posting a batch does not physically post all items in the batch. This seemed to occur when accessing a batch via the source batch toolbar button in a transaction and then posting the batch. Although this issue could not be replicated in testing, steps were taken to ensure that the transaction was not updated as unposted when saving and exiting the transaction after posting the batch.
When viewing an entry in a posted batch, if an amendment was made to the transaction total, the batch running total did not update. This has been resolved.
The batch detail listing report was reporting debits and credits in their absolute direction which reported as negatives for payment batches.

Receipts and Payments Approvals

The application sends emails to users requesting authorisation or posting of a batch. Previously these emails invoked a Windows batch file which opened the Insolvency application and displayed a list of batches for user action. This functionality has been changed as follows:

The mail now contains a link to a Uniform Resource Identifier (URI) for a new standalone Insolvency Authorisations application which displays the batch to be authorised. The batch will display on its own and all actions available to the user will be clearly presented without the need to locate a specific batch and drill down to view it. The batch will load a lot faster and will consume less system resources.

Batch approvals can also be configured to be available to practice users on the Insolvency Web Portal. This allows secure approvals to be done externally on handheld devices for example. For further information on this, please contact us.

Help and Support

The application now has a feature on the home page which will notify users of the availability of a new system release.
The application now has a new Support toolbar item:

What's New will open a browser page providing details of the latest software release as well as any known software issues that have been reported and resolved since the last system release.
Search the Knowledge Base provides a quick link to insolvency's searchable knowledge base.
Lodge a Support Ticket provides a quick and easy method to lodge a support ticket.
Request a Callback for a Support Issue opens a email populated with the user's phone number (if entered into insolvency) and requests a brief description of the user's issue for the callback. This is the quickest way to speak to a support consultant and avoids the need to wait in a support queue.

NOTE: Options 3 and 4 will contact Insolvency support directly. If a client has implemented an internal support resource as the first point of contact, please enter their email address into Application Settings --> Help and Support Settings --> Local Support Email. If an email address is entered here, that mailbox will become the target for options 3 and 4 above. The support resource can then deal with the query internally before escalating the call to Insolvency support if necessary.

Meetings

All issues regarding being unable to enter and update votes for proposals without meeting have been resolved.
The meeting resolution form has been made resizeable to make viewing longer resolutions easier.
Standard resolutions can now be edited. Previously you had to copy, delete and re-enter them to make changes.
The visibility of resolutions has been improved. Anywhere a resolution appears in a list you can drill down to view the full text of the resolution.
A button has been added to allow auto admit for the purposes of voting for all POD's submitted for the meeting.
A button has been added to allow the meeting resolutions to be updated with the results of the voting. In a proposal without meeting, a resolution will only be updated as passed if greater than 50% in number and value have voted for, and 25% or less in value have objected to the proposal being resolved without a meeting.
For meetings of type committee of creditors or committee of inspection, the attendance register will only be populated with creditors who are flagged as committee members

Superannuation

A wizard has been added to allow the automatic generation of payments for superannuation amounts withheld. More on this here.
An account for voluntary superannuation contributions has been added. Any amounts posted to this account will flow through to the appropriate section in any Superstream SAFF file that is produced.

System Rates

An enhanced dialogue is now displayed when the system rates require updating. The dialogue contains a hyperlink to a location from which the rates update file can be downloaded directly.

Practices

The practice now has the ability to balance the ledger for any practice accounts. This is equivalent to the option available in the job and can be actioned from practice settings.
The practice now has a report to list the user definable corporate info fields. This can be accessed in Practice --> Practice Reports --> Job Reports --> Customisable Job Info Field Listing.
Deleting an unused practice was not deleting the associated security matrix. This has been resolved.

System Users

System users can now reset their form startup positions individually by clicking this icon on the bottom left hand side of the application screen

Application General

The issue where the mouse cursor displayed as a black square when accessing the application via Citrix has been resolved.
An error reported under Citrix "Cannot access hDc outside of event sub" when opening the document production wizard has been resolved.
The application now supports TLS 1.2 connections to the database server.
All application executable and dynamic link library files are now digitally signed.

Other

This link details all issues that were made available to clients as hotfixes for version 2017.07 if they experienced the specific issue. If you are upgrading directly from 2017.07 (version 5.1.32), these may be relevant to you.