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
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