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Monday, August 19. 2024

New Release (5.23b) for the GoFiler Family of Products

Version 5.23b of all applications in the GoFiler Suite has been released. This release contains improvements and corrections to Form N-PX as well as support for the IFRS and SBS 2024 taxonomies. Additionally, this release contains improvements and corrections for EDGAR Submission View, Form N-MFP3 View, the Fee Exhibit Editor, and XDX. See the release notes for more information.


Please use the Check for Updates function to update your software to the latest version.


GoFiler Complete 5.23b

General Items

–  As mentioned in the previous release, a 64-bit version of the software is available as an install image (which requires unzipping into a folder). A regular installer will be available with version 6.0a. The transition to 64-bit is scheduled for late 2024.

General EDGAR Updates

–  Added more lenient processing of text entered into date fields.

–  The “Is Fee Table Included?” option has had the language changed to better match the SEC’s “Is Fee Table/Exhibit Included?”

–  Improved support for XML character encodings.

–  Corrected an issue that caused a series not to be selected when selecting classes under the series when using the Lookup Series/Classes function.

–  The application will now properly detect EDGAR XML documents with namespaces that are not from the EIS schemas.

–  Corrected an issue in the Refresh Project Dependencies tool by adding logic to detect schemas that are a URL and skipping such links.

Form N-MFP3 Updates

–  Corrected an issue that caused the application to use the older XML elements (N-MFP1/2) for some fields when saving data.

–  Corrected an issue that would prevent Item C.9 from being saved. Item C.9 is also now properly marked as required when validating.

–  Corrected one of the options in C.6 to have language that matches the XML specification instead of the accompanying PDF.

–  Corrected an issue that caused Item B.9.a to not appear on the proof.

N-PX Updates

–  Importing CSV into the PROXY VOTING RECORD will now automatically reformat the data and remove all invalid characters from multiple fields.

–  Improved support for special characters.

–  Corrected an issue when editing fields in the PROXY VOTING RECORD table that would result in previous data being retained.

–  Added auto formatting of data entered into various columns on the PROXY VOTING RECORD.

–  The Type of Amendment field will no longer have the values reversed.

–  Corrected an issue that could cause an internal error while doing operations after items were deleted from the PROXY VOTING RECORD and the screen was scrolled.

–  Corrected the display of the last page of the PROXY VOTING RECORD.

–  The application will now enforce the size limits for repeatable items. For example, only three email addresses can be added to the notifications list.

–  Improved validation, such as enforcing size limits for repeatable items.

–  Made corrections to the proof.

–  The PROXY VOTING RECORD table will now be broken every 1000 rows when proofing to help browser performance.

–  The application now opens files properly when a file’s contents are over 1MB and has no line endings.

Page View and HTML

–  Added better logic preventing improper data to be entered as a font name in the CSS Font Dialog.

–  Added conversion support/font substitutions for fonts “Aptos” and “Aptos Display”.

–  Added a warning when exporting to MS Word that appears if there are basic HTML or CSS errors within the document.

XBRL View

–  Added a preference to control how the application orders presentations when there are SEC standard presentations included in the report.

XDX

–  Added support for IFRS 2024.

–  Added support for SBS 2024.

–  The Create Extensible List function will now support extensible enumerations in the IFRS Taxonomy.

–  Corrected an issue where the apply button on the Edit Labels dialog would edit the wrong item in the list if a custom element was selected.

–  The application will again allow any dates in the “Mark Column with Context” for OEF-RR.

–  Corrected an export issue that resulted in duplicate presentation links for ECD filings.

–  Corrected an issue that prevented the application from exporting the proper presentations for SEC taxonomies when more than one additional disclosure type taxonomy was used.

–  Added a preference to control how the application orders presentations when there are SEC standard presentations included in the report.

–  Improved the performance for files with large amounts of contexts (5,000+).

iXBRL

–  Corrected a problem with the reporting of bad presentation linkbase arcs that resulted in the program seemingly hanging and eventually running out of memory.

EDGAR iXBRL Fee Exhibit Editor

–  Changed the title to “Filing Fee Exhibit” from “Filing Fees”.

–  Add “id” attributes to all fields.

–  Improved validation and usability of both Table 1 and Paragraph (a)(7) (proxy forms).

–  Added an exception to testing “Total Fees Previously Paid” if there is final prospectus data present.

–  Corrected an issue with Table 1 export of tags and data for Rule 457(r) and Rule 457(s).

 

GoFiler 5.23b

General Items

–  As mentioned in the previous release, a 64-bit version of the software is available as an install image (which requires unzipping into a folder). A regular installer will be available with version 6.0a. The transition to 64-bit is scheduled for late 2024.

General EDGAR Updates

–  Added more lenient processing of text entered into date fields.

–  The “Is Fee Table Included?” option has had the language changed to better match the SEC’s “Is Fee Table/Exhibit Included?”

–  Improved support for XML character encodings.

–  Corrected an issue that caused a series not to be selected when selecting classes under the series when using the Lookup Series/Classes function.

–  The application will now properly detect EDGAR XML documents with namespaces that are not from the EIS schemas.

–  Corrected an issue in the Refresh Project Dependencies tool by adding logic to detect schemas that are a URL and skipping such links.

Page View and HTML

–  Added better logic preventing improper data to be entered as a font name in the CSS Font Dialog.

–  Added conversion support/font substitutions for fonts “Aptos” and “Aptos Display”.

–  Added a warning when exporting to MS Word that appears if there are basic HTML or CSS errors within the document.

 

GoFiler Lite 5.23b

General Items

–  As mentioned in the previous release, a 64-bit version of the software is available as an install image (which requires unzipping into a folder). A regular installer will be available with version 6.0a. The transition to 64-bit is scheduled for late 2024.

General EDGAR Updates

–  Added more lenient processing of text entered into date fields.

–  The “Is Fee Table Included?” option has had the language changed to better match the SEC’s “Is Fee Table/Exhibit Included?”

–  Improved support for XML character encodings.

–  Corrected an issue that caused a series not to be selected when selecting classes under the series when using the Lookup Series/Classes function.

–  The application will now properly detect EDGAR XML documents with namespaces that are not from the EIS schemas.

–  Corrected an issue in the Refresh Project Dependencies tool by adding logic to detect schemas that are a URL and skipping such links.

 

Go16 Complete 5.23b

General Items

–  As mentioned in the previous release, a 64-bit version of the software is available as an install image (which requires unzipping into a folder). A regular installer will be available with version 6.0a. The transition to 64-bit is scheduled for late 2024.

General EDGAR Updates

–  Added more lenient processing of text entered into date fields.

–  Improved support for XML character encodings.

–  The application will now properly detect EDGAR XML documents with namespaces that are not from the EIS schemas.

–  Corrected an issue in the Refresh Project Dependencies tool by adding logic to detect schemas that are a URL and skipping such links.

 

Go16 5.23b

General Items

–  As mentioned in the previous release, a 64-bit version of the software is available as an install image (which requires unzipping into a folder). A regular installer will be available with version 6.0a. The transition to 64-bit is scheduled for late 2024.

General EDGAR Updates

–  Added more lenient processing of text entered into date fields.

–  Improved support for XML character encodings.

–  The application will now properly detect EDGAR XML documents with namespaces that are not from the EIS schemas.

–  Corrected an issue in the Refresh Project Dependencies tool by adding logic to detect schemas that are a URL and skipping such links.

 

Go13 5.23b

For users who have added the N-PX module to their application, please see the N-PX section of the GoFiler Complete release notes for information on the changes that apply to Form N-PX with this release.

General Items

–  As mentioned in the previous release, a 64-bit version of the software is available as an install image (which requires unzipping into a folder). A regular installer will be available with version 6.0a. The transition to 64-bit is scheduled for late 2024.

General EDGAR Updates

–  Added more lenient processing of text entered into date fields.

–  Improved support for XML character encodings.

–  The application will now properly detect EDGAR XML documents with namespaces that are not from the EIS schemas.

–  Corrected an issue in the Refresh Project Dependencies tool by adding logic to detect schemas that are a URL and skipping such links.

 

GoFormD 5.23b

General Items

–  As mentioned in the previous release, a 64-bit version of the software is available as an install image (which requires unzipping into a folder). A regular installer will be available with version 6.0a. The transition to 64-bit is scheduled for late 2024.

General EDGAR Updates

–  Added more lenient processing of text entered into date fields.

–  The “Is Fee Table Included?” option has had the language changed to better match the SEC’s “Is Fee Table/Exhibit Included?”

–  Improved support for XML character encodings.

–  Corrected an issue that caused a series not to be selected when selecting classes under the series when using the Lookup Series/Classes function.

–  The application will now properly detect EDGAR XML documents with namespaces that are not from the EIS schemas.

–  Corrected an issue in the Refresh Project Dependencies tool by adding logic to detect schemas that are a URL and skipping such links.

 

GoXBRL 5.23b

General Items

–  As mentioned in the previous release, a 64-bit version of the software is available as an install image (which requires unzipping into a folder). A regular installer will be available with version 6.0a. The transition to 64-bit is scheduled for late 2024.

Page View and HTML

–  Added better logic preventing improper data to be entered as a font name in the CSS Font Dialog.

–  Added conversion support/font substitutions for fonts “Aptos” and “Aptos Display”.

–  Added a warning when exporting to MS Word that appears if there are basic HTML or CSS errors within the document.

XBRL View

–  Added a preference to control how the application orders presentations when there are SEC standard presentations included in the report.

XDX

–  Added support for IFRS 2024.

–  Added support for SBS 2024.

–  The Create Extensible List function will now support extensible enumerations in the IFRS Taxonomy.

–  Corrected an issue where the apply button on the Edit Labels dialog would edit the wrong item in the list if a custom element was selected.

–  The application will again allow any dates in the “Mark Column with Context” for OEF-RR.

–  Corrected an export issue that resulted in duplicate presentation links for ECD filings.

–  Corrected an issue that prevented the application from exporting the proper presentations for SEC taxonomies when more than one additional disclosure type taxonomy was used.

–  Added a preference to control how the application orders presentations when there are SEC standard presentations included in the report.

–  Improved the performance for files with large amounts of contexts (5,000+).

iXBRL

–  Corrected a problem with the reporting of bad presentation linkbase arcs that resulted in the program seemingly hanging and eventually running out of memory.

  


Download the release notes for version 5.23b


 


Posted by
The Novaworks Team
in GoFiler Updates, Novaworks News at 17:45
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