Significant performance improvements have been applied to accounting reports endpoints including the operating statement, general ledger account movement descriptions, and financial position statement. Response times have been reduced from approximately 6 seconds to around 1 second, improving the experience for partners processing large volumes of reports.
Resolved a performance issue that caused the Business Contacts API to time out after 100 seconds for businesses with a large number of contacts. The endpoint now returns results reliably within expected response times.
Introduced the Portfolio Balance Service, which provides real-time and historical holding balances and market values of entities to offer a single view of wealth. This service enables partners to retrieve consolidated portfolio data across holdings for reporting and reconciliation purposes.
Introduced the Business Contacts API, which allows partners to retrieve a list of Class business users and contacts. This is useful for mapping users across workflow systems and practice management platforms, enabling seamless integration of user data between Class and third-party applications.
Introduced the DMS API v1 with 8 new endpoints that enable partners to search for documents by date, title, and tags, list all documents for a fund, edit document details including tags, tag documents, and download documents from the Class Document Management System.
Introduced the Tax Lodgment Status API v1 with six endpoints that allow partners to check the tax lodgment status for a business or an entity, either for a particular year or for a range of years. Supported statuses include SubmittedToTaxAgent, SubmittedToATO, and LodgmentSucceeded, among others.
Introduced the trust income schedule endpoint, which enables retrieval of detailed trust income allocations for reporting and compliance purposes. Supports filtering by financial year and entity ID, making it straightforward to extract trust distribution data for tax reporting workflows.
Updated Tax Report API endpoints to include new data fields that align with financial year 2025 requirements, ensuring compliance with the Australian Taxation Office. Affected endpoints include Annual Return, CGT Schedule, and Statement of Taxable Income.