We are super excited to release The All Tasks Due Detail table and our app's new look!
The All Tasks Due Detail Table
This table gives you a list of all your tasks, with the client's name, from one active dashboard! Log time and make notes right where you are. If you’re done working, you can mark the task as completed. The hotlinks will quickly take you to the relevant table where you can add more detail to the tasks.
*If you have any users in your accounting table with a custom role, you will need to click on their record in the Accountant table and resave it for the All Tasks Due Detail table to display correctly on their view.
The New Look Beta Version!
The new look is finally here, and it is beautiful! You can try it out by clicking here or clicking on try the new look button when you log into DataGrows. You can hop back to the old look at any time by clicking the “Back to the old look” button when you log in. Please remember, this look is still under development and might still contain a few bugs. If you see anything on the new look that doesn't look quite right please let us know, or send your feedback to support@mydatagrows.com or WhatsApp +27 63 426 0080. We would love to hear what you think!
Coming very soon: our SARS eFiling Plug-In!!!
Our plug-in has been submitted for review to the Chrome App Store, and we cannot wait to release it to you! This plug-in will import your taxpayers and allow you to submit bulk provisional tax returns, all from within DataGrows. The best part is live and real-time feedback from SARS because no one has 6 hours to wait for a possible response. Stay tuned. We hope to have this ready before the bulk of your returns need to be filed for August.
Other upgrades
Fixes
Xero integration – creating contacts in Xero from DataGrows is now more robust. Please contact us if you haven’t done your Xero or Sage integration yet
The small business tax records now schedule for the current (2025) tax year. Please start checking all your clients in preparation for our IRP6 module as we will be calculating the tax for you in DataGrows – no more excel tax calc templates!!
Accountant Hours Per Client Report
A new report has rolled out called "Accountant Hours Per Client".
This report will show the total time you have worked for the week to date per client. Easily meet your targets by viewing this report.
New tasks in the Adhoc tasks Table
(thank you to users who submit their requests)
Vehicle finance application
Loan application
Home loan application
New Client Migration
Accounting System Setup
Payroll System Setup
Make sure to assign your rates for these, so you can get paid!
Reports Revamp
We have added a lot more filters to the reports, to ensure that you can see the information you need. We are very keen to update the look of our reports – if you have any suggestions – please email specific notes and screenshots if you can, to support@mydatagrows.com
Accountant table changes
In the Accountant table there is a new dropdown called Employment Status with options for: Employed, Dismissed, Resigned, End of Contract.
This has the following impact:
When someone leaves the firm, if you set their status to Dismissed, Resigned or End of Contract – their names or the "no licence" disappears from the task and client dropdowns for Accountant/Manager/Partner.
It also displays their names correctly under the archive tables, so you can still refer to the historical work of former employees.
SARS Tasks
The SARS Internal Due Date on a SARS task will no longer be flagged in red on the tasks due, once the Uploaded Date has been added, removing clutter from the reports and ensuring that the focus is on getting a response from the Receiver of Revenue.
New Progress statuses
Every task table now has two new options in the Progress dropdown, "Client Delayed" and "Backlog". "Client Delayed" will display with an Orange highlighted due date in your All Task Due tables while "Backlog" will be highlighted in Green. This will ensure the correct responsibility is assigned to tasks that are overdue or coming up. A backlog client 5 years overdue, is lower priority than missing a June VAT deadline, for example.
Reminder of the custom user rights you can assign in DataGrows
Have you set up your user templates and user access yet? DataGrows is fully customizable for each team member, and ensures that sensitive information is kept confidential, and that their user journey is tailored to their role.
Please note, that if you chose a user as a Custom role, in order for them to see new tables or for you to assign access to new tables, you just need to save their user record in the accountant table again, so that their rights refresh.
Please pop us a WhatsApp if you have any questions regarding this.
That’s all for now. If you have any suggestions, questions or feedback, please let us know by emailing support@mydatagrows.com. Have a fantastic day!
The DataGrows team.
Comments