Peter Wen

Peter Wen

70 posts
2023
members

3.1.17

Peter Wen
Peter Wen
Our sticky Account Type headers were interfering with drag and drop, so we fixed drag and drop but had to remove the sticky headers. Don't worry, we'll bring them back!…
2023
members

3.1.15 & 3.1.16

Peter Wen
Peter Wen
We fixed a templating bug in which account numbers were not being assigned to groups and when duplicate account numbers were assigned to tax groups and tax only accounts.…
2023
members

3.1.14

Peter Wen
Peter Wen
Alrighty! We now can serve CCH ProSystem fx.…
2023
members

3.1.13

Peter Wen
Peter Wen
Backend & CI improvements.  Whee!! Ask us if you are curious.…
2023
members

3.1.12 & 3.1.12-hotfix

Peter Wen
Peter Wen
Worklesspapers steath release. Shhhh. Fixes: If you tried to rename and account and then deleted the name, you would be left with a blank name. Your JE dropdown would also…
2023
members

3.1.11

Peter Wen
Peter Wen
Prep release, rolled back.…
members

3.1.18

Peter Wen
Peter Wen
Introducing Tallyfor Connect for Intuit ProConnect.Let Tallyfor fill out Intuit ProConnect 1120s and 1065 forms for you! No more typing! Get it here. Tallyfor Connect: Auto-fill tax formsAuto-fill tax…
2023
members

3.1.10

Peter Wen
Peter Wen
All about Templating!We've honed our templating feature.  If you serve a vertical, or a have common chart of account across clients, (or even a somewhat-common COA across clients) Tallyfor's…
2023
members

3.1.9 & 3.1.9-hotfix

Peter Wen
Peter Wen
Oops. Bug fix. Nothing to see here! We forgot to show reclass totals.…
2023
members

3.1.8

Peter Wen
Peter Wen
This release is a fun one. We're starting to make things more beautiful! Check out our new Trial Balance row shading. Sticky Account Type headers make it easier for you…
2023
members

3.1.7

Peter Wen
Peter Wen
The Net Income section on the Balance Sheet now breaks out Schedule K and 8825 Income onto separate lines. Bug fix preventing PY Trial Balances to be displayed.…
2023
members

3.1.6

Peter Wen
Peter Wen
An efficiency improvement for Xero users.If you have many Xero Orgs connected to Tallyfor, the Tallyfor Org Picker allows you to filter your list so you can easily find…
2023
members

3.1.5

Peter Wen
Peter Wen
Schedule K Improvements. Schedule K is now below the Income Statement.  More details to be published.…
2023
members

3.1.4

Peter Wen
Peter Wen
Several additions to tax categories across several tax products. More detailed article to follow.…
2023
members

3.1.3-hotfix

Peter Wen
Peter Wen
Maintenance release.…
2023
members

3.1.3

Peter Wen
Peter Wen
You can now select Intuit ProConnect Tax (aka ITO) as a tax product choice.…
2022
members

3.1.2

Peter Wen
Peter Wen
Rollforward import fix.  (Certain rollforwards were not accepting an import) CCH Axcess create ATB fix. (CCH API created clients couldn't create an ATB) Empty synthetic account fix. (Sometimes a group…
2022
members

3.1.1

Peter Wen
Peter Wen
QBO and QBD report imports now exclude Inactive accounts. Sage50 date picker fix. Worklesspapers URL fix.…
2022
members

3.1.0

Peter Wen
Peter Wen
Holiday release!🎁 Notes, Links and Attachments Widget! (feat. Drag and Drop)Upload supporting documentation to a Client, Adjusting Trial Balance and an Account Line! Click on the paperclip to launch.…
2022
members

3.0.12

Peter Wen
Peter Wen
CCH Axcess - Schedule K - Section 179 expense added…