Access Legal OneOffice & Financial Director version 16.4.1.0

Full release notes can be found here.

Release 16.4.1.0 is a planned release addressing a cluster of document bundling issues, a Probate data-entry error, and an Inheritance Tax calculation issue, alongside a significant rollout of updated HMRC Inheritance Tax form templates across seven forms.

Several bundling issues have been resolved: hyperlinks (including links to files stored in OneDrive) no longer stop working once a document is bundled into a PDF, an incorrect “you must select at least 2 documents to merge” message no longer appears after saving a bundle, and the “Include letters after index numbering” and “Include letters before index number” options are now correctly applied and preserved when bundles are created and reopened.

In Probate, adding an asset under “Household and personal gifts donated to charity” no longer produces an error on save. The IHT402 form has also been corrected so it no longer displays an invalid (NaN) figure where a calculated value should appear.

This release also delivers HMRC's latest revisions to seven Inheritance Tax forms – IHT400, IHT403, IHT404, IHT405, IHT410, IHT412, and IHT418 – so OneOffice generates each form to the current HMRC layout, with existing case data mapped correctly to the revised field structures. Cases already completed on a previous version of a form retain that version rather than being automatically upgraded.

This release also introduces persistent column customization for the Admin Tasks > e-Chit Requests tab. Column widths and column visibility are now saved automatically per user and restored across tabs, sessions and workstations, and a new "Column Display" toolbar group lets users show or hide columns via the standard column chooser and reset the layout to system defaults, replacing the previous "Hide Bank Account" checkbox.

Finally, this release includes a small number of internal-only engineering items – an investigation into a Claims Portal integration approach, build infrastructure improvements, and a build pipeline reliability fix – with no customer-facing impact, listed here for completeness.

Summary: When bundling documents that contain hyperlinks – for example, links to files stored in OneDrive – into a single PDF, those hyperlinks stopped working in the resulting PDF, even though the same links worked correctly in the original Word document.

Fix: Hyperlinks are now preserved correctly when documents are bundled, so links that work in the original document continue to work in the bundled PDF.

Summary: After saving a bundle and then immediately selecting “Send to Bundle” without clicking elsewhere on the screen first, users saw an incorrect message stating they needed to select at least two documents to merge, even though a valid bundle had just been saved.

Fix: The document selection state is now correctly refreshed after saving a bundle, so this message no longer appears incorrectly.

Summary: When bundling documents and unticking the “Include letters after index numbering” option, the generated bundle still included letters in the index numbering, ignoring the user's selection.

Fix: The bundling process now correctly respects this setting, so letters are only included in index numbering when the option is ticked.

Summary: When saving a bundle with “Include letters before index number” unticked, reopening that saved bundle showed the option as ticked, even though it hadn't been selected when the bundle was originally saved.

Fix: The “Include letters before index number” setting is now correctly saved and restored, so a reopened bundle reflects the options it was originally saved with.

Summary: In a Probate matter, adding an asset under “Household and personal gifts donated to charity” and selecting “Left as Legacy” in the Dealt By section produced an error on save, preventing the asset from being recorded.

Fix: The data handling for this asset type has been corrected so the asset can now be saved successfully without triggering an error.

Summary: The IHT402 form could display “NaN” instead of a calculated figure in some circumstances, meaning the form's calculations weren't producing usable values for users completing it.

Fix: The calculation issue has been corrected so the IHT402 form now displays valid calculated figures.

The IHT400 form has been updated to HMRC's April 2026 (04/26) version, which includes renumbered fields, consolidated date fields, expanded grids, and new questions. OneOffice's field mapping has been rebuilt for the new structure, and existing case data carries across correctly to the restructured fields. Cases already completed on a previous version of the form retain that version rather than being automatically upgraded.

The IHT403 form has been updated to HMRC's April 2026 (04/26) version, which adds a new “percentage of relief claimed” column to the gifts tables, reflecting the new cap on 100% Agricultural and Business Relief, and restructures the Earlier Transfers table. OneOffice now supports the new fields and layout, and existing case data carries across correctly. Cases already completed on a previous version of the form retain that version rather than being automatically upgraded.

The IHT404 form has been updated to HMRC's April 2026 (04/26) version. OneOffice's field mapping has been updated to match the new form structure, with existing case data carrying across correctly to the restructured fields. Cases already completed on a previous version of the form retain that version rather than being automatically upgraded.

The IHT405 form has been updated to HMRC's April 2026 (04/26) version. OneOffice's field mapping has been updated to match the new form structure, with existing case data carrying across correctly to the restructured fields. Cases already completed on a previous version of the form retain that version rather than being automatically upgraded.

The IHT410 form has been updated to HMRC's June 2026 (06/26) version, which consolidates the Date of Death field from eight single-character entries into three multi-character fields. OneOffice now maps to the new field structure automatically, and existing case data carries across correctly to the restructured fields. Cases already completed on a previous version of the form retain that version rather than being automatically upgraded.

The IHT412 form has been updated to HMRC's April 2026 (04/26) version. OneOffice's field mapping has been updated to match the new form structure, with existing case data carrying across correctly to the restructured fields. Cases already completed on a previous version of the form retain that version rather than being automatically upgraded.

The IHT418 form has been updated to HMRC's April 2026 (04/26) version. OneOffice's field mapping has been updated to match the new form structure, with existing case data carrying across correctly to the restructured fields. Cases already completed on a previous version of the form retain that version rather than being automatically upgraded.

Column widths in the Admin Tasks > e-Chit Requests tab are now saved automatically as soon as a user resizes a column, and are restored whenever the tab is revisited – including after navigating to another Admin Tasks tab, logging off and back in, or moving to a different workstation. Preferences are stored per user, so each user sees only their own saved column widths.

A new “Column Display” group box has been added to the Admin Tasks > e-Chit Requests toolbar, replacing the previous “Hide Bank Account” checkbox. Its “Show / Hide” button opens the standard column chooser already used elsewhere in Financial Director (for example on the bank reconciliation grid), letting users tick or untick any of the available columns to show or hide them immediately. Internal and action columns are not offered in the chooser. Column visibility choices are saved per user and persist across tabs, sessions and workstations.

A “Defaults” button has been added alongside “Show / Hide” in the new “Column Display” group box on the Admin Tasks > e-Chit Requests toolbar. After a confirmation prompt, it restores column widths, visibility and order to the system defaults for the current user only, clearing their saved layout so the grid appears as it would for a first-time user. Other users’ saved layouts are unaffected.

This update 16.4.1.0 should be downloaded by your trained DPS Supervisor\Developer who can apply it to your system. The update will be made available on our Customer Portal.

PLEASE NOTE: If you are a hosted client this will automatically be applied to your system by one of our technicians, if you are a non-hosted client and have an SLA, we will be in touch to arrange an update at a convenient time.

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