This release focuses on transparency, data portability, and the refinement of complex corporate actions. Whether you are managing multiple tax compliance portfolios or navigating intricate multi-party share transfers, Version 24.8.12 introduces the tools necessary to ensure your records are as portable as they are accurate.
Entity Management: Data Portability and Complex Resolutions
We’ve heard your feedback regarding the need for "raw" data and the legal complexities of multi-party transactions. This update delivers on both.
Export to Excel
While our PDF reports are designed for professional presentation, we understand that you may sometimes need to manipulate raw data. Our Export to Excel feature provides a seamless way to extract your data into a spreadsheet for custom analysis, manipulation or internal auditing.
Advanced Resolutions: Many-to-Many & Round Robin
To support our powerful many-to-many transfer utility, we have introduced Ordinary Board and Special Shareholders Resolutions specifically designed for these transactions. These resolutions automatically list all transferors and transferees involved, ensuring your legal paper trail is as efficient as the software transaction itself.
Additionally, we have added Round Robin Resolutions for all Officers and Share Activity. This provides a formal reporting mechanism for managing Auditors, Company Secretaries, Directors, and Public Officers without requiring a physical meeting.
Visibility and Trust Refinements
- Trust Data Depth: We’ve added Appointed Representative ID/Passport numbers to the Trustees tab and Guardian ID/Passport numbers to the Beneficiaries tab. No more jumping between screens to find vital identification data.
- Nominee Transparency: When editing a Nominee Shareholder, the dialogue box now displays the Beneficial Shareholder linked to them, providing a holistic view of ownership during edits.
- Visual Auditing: Cancelled Share Certificates are now highlighted in red on Share Certificate reports, allowing for instant identification of inactive records.
Maintenance
• Precision Updates: Total Consideration values are now stored with up to 10 decimal places, eliminating rounding issues and ensuring absolute financial accuracy.
• PDF Polishing: We’ve cleaned up layout bugs in Share Certificates and resolutions to ensure your exports are perfectly presentable.
• Workflow Fixes: We resolved a "hanging" page issue when deleting Company Changes and fixed a bug where Trustee resolutions were incorrectly appearing on the Director screen.
• Allot-To-Many Reliability: Several saving bugs were addressed to ensure your bulk allotment data is committed to the database perfectly every time.
Tax Management: Enhanced Visibility and Collaboration
For our tax professionals, this release focuses on the "traceability" of your communications and the stability of your reporting environment.
Multi-User Validation for SOA
To prevent conflicting updates in collaborative environments, we’ve added multi-user validation to the Statement of Account (SOA) configuration. If multiple users attempt to update configurations simultaneously, the system will provide a real-time indicator to prevent accidental overwrites and improve team coordination.
Stability
We have tackled several technical hurdles to ensure a smoother, faster experience.
- Large Account Optimisation: We resolved a timeout issue on the Compliance Report for high-volume accounts, ensuring that even our largest practices can load their data without delay.
These updates continue our commitment to making Konsise the most reliable and user-friendly platform for professional tax and secretarial services.