Enhancements February 2009
27 Feb 2009
 
General Enhancements
When inactive MF’s are hidden they are also excluded from export.
Relation and Ownership screen can now optionally display KYC and Incorporation details.

Administrator
The To-Do list review feature operation has been made more efficient.
Dividend Register added to record dividends declared and paid.
Tag Values can now be added to Entity Types to enable entity specific characteristics e.g. form generation.

Practice Manager
Two additional fields added to ServiceMaster - new field SalesTaxCode and ReferralGroup.
Now possible to import invoice and receipt lines from Excel.
The posting control options for T&D have been enhanced.
New service class "Time at Fixed Price" to record chargeable time for fixed fee jobs.
VAT processing and reporting has been enhanced on the Purchase Ledger.
Unicode characters now supported in Settlements screen.

Client Accountant
Security prices batch update enhancement.
Account Naming configuration has been enhanced to allow more flexibility.

Document Manager
Improved MS Explorer integration for easier document storage.