Jan. 20 2025
Arcari web v2.18.0, Argentari v1.13.0
Support for Schedule C and E clients
Denari now supports an additional two types of clients for sole proprietorships. In order to determine what type of entity you should select, make sure to check Practice CS. Tax mappings for sole proprietorship projects will be for the appropriate schedules on form 1040.
Improvements on hiding zero balance accounts
Your preference to hide or show zero balance accounts will now be remembered on each project. This setting will be synced up between the trial balance and chart of accounts page, and is specific to the project.
Additionally, if a parent account has a balance of zero but with child accounts with non-zero balances the parent account will now show up even when "hide zero balance accounts" is enabled.
Move documents between workpapers and other documents
You can now move documents between the workpapers and other documents tabs. To do so, open a document, click "...", and then click "Edit document settings". Then, edit the "Document type" field. Note that if the document is used in any reconciliations you will be warned that the reconciliations will be removed before the document is moved.
Journal entry improvements
Journal entries now have debit and credit columns. When you enter values into the "value" column, the debit and credit preview balances will populate.
Note that we are aware of an issue where the "Totals" amounts are off by a factor of 100x. Please know that this is a display issue on this form, and will not effect the actual journal entry.
Additionally, journal entries that impact the income statement will now also impact the "Net Income" account on the balance sheet!
Blurry calculations
Certain users were experiencing issues with calculator tapes appearing blurry. This should now be resolved.
Map accounts to tax codes before reconciliation
You can now map accounts to tax mappings before the account is reconciled!
Roll forward original document type
Previously, if a document was rolled-forward from a prior period, and that document was a Word or image file, you would not be able to download the original file type. You are now able to do this!
Other changes
The following additional changes were made:
For users on light mode, you can now see the "Document Editor" button easier
All of the document related pages were sped up, with some pages being improved by a factor of ~14x!
The new project form will now show better error information if details are missing
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