General Enhancements
• Custom Reports integrity improved by maintaining with VPDBMGT
• Reciprocal Relation option to automatically appoint a reciprocal relation to the corresponding MF
• Additional filtering / select options using Admin Group & Team including restriction options have been added.
• An additional Master File coding convention has been added – manual numeric
Administrator
• There are now 4 different Custom Reports available for Officer / Relations
Practice Manager
• The sales invoice reference value is now available for viewing in the Settlements screen
• When settling multiple invoices the number of displayed outstanding invoices has been increased from 50 to 250 invoices.
Client Accountant
• Exchange Rate and Security current value & history interface updated to improve usability
• For an improved user experience the data entry interface for Journal Scripts has been revised.
• Exchange and Value Revaluations have been improved for enhanced with Capital/Income segregation journal posting
Document Manager
• The ability to edit and exist Document Holder has been enhanced
• Now possible to search for objects in DocStore and in user in-trays tray information
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