Enhancements May 2009
28 May 2009
 
General Enhancements
11 new screen views added to ViewPoint Enquiry
User security for Custom Report generation has been strengthened
Display parameters for automated To Do List now status relevant
Address Card Configuration now possible a jurisdiction level to cater for local regulatory requirements

Administrator
Beneficiaries screen: can now link grid lines to specific documents in Document Manager
Interests screen is now available for non-managed entities

Practice Manager
The AR & AP approval process now records who and when approval actions were undertaken.
Pro-Rating Recurring Fees can now optionally auto prorate fees daily, weekly or monthly.
Additional Document Queue filtering options
Purchase Invoice multicurrency settlement capabilities enhanced

Client Accountant
Create Journal: ‘Clear the Reconcile and Line Dates’ option
Possible to single line journal e.g. Bonus Issue journal
Enquiry interface screen improved by adding (sub)totals
Exchange Revaluation can now be optionally performed on select account types
Nominal Account Tag Values can now enable automated Warning or Alert messages

Document Manager
Archive to old data separate database
When scanned image processing can now rotate all pages at once
Document Manager Document Search now has unlimited returned results capability
Scan Batch Management image & batch sortability has been enhanced.