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.
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