May 2024 CereTax Portal Release

Transactions

Sales & Purchases

Enhancements

• Enabled all address types on a line-item to be visible in the Situs panel.

Fixes

• Fixed an issue where opening tax details on invoices with hundreds of lines was causing the portal to become unresponsive.
• Fixed an issue where paging between lines on an invoice was not working as expected.
• Fixed an issue where the Reverse Transaction options were not visible on the Sales and Purchase context menu.
• Fixed an issue that was preventing transaction reversals from being processed as expected.

Import Transactions

Enhancements

• Added the ability to archive a previously run transaction import. A transaction import can be archived by selecting the archive icon on the row of the import you wish to archive. Archived imports can be viewed by selecting “Show archived batches” in the top right-hand corner of the Import Transactions page.

Tools

Taxability

Enhancements

• Added new columns for displaying and filtering taxability information.
• Added the ability to view historical and current taxability data.