General Enhancements
• The scope of Admin Group within the security configuration has been extended
• More features added to Right mouse click context menu
• Improved Caption customisation cascading
• Hide available Information within a Grid
• Revised Custom Report screen and report design methodology Updated more user friendly Grid Customisation interface
• Excel Statements – new library screen layout and separate menu items by statement type
• New ‘Batch Document & Report Queue’ option to queue reports for subsequent scheduled generation
• Secure ‘External’ database option to maintain confidential database outside of primary environment.
• More third party application interfacing capabilities
• Export of ViewPoint Data Grid

Administrator
• Entity cloning now includes officers

Practice Manager
• The selection criteria for Disbursement Custom Reporting has been improved

Client Accountant
• The ability to define sub-ledger type has been added to the Client Accountant import feature.
• The valuations interface has a new NAV Valuation column
• Automatic Exchange Rate variance reasonableness check
• New Analyses screen for noinal and / or sub ledger account to show ‘movements by type’, ‘security/investments valuation details’ and ‘reconciled balance’ review.

Document Manager
• Automated store for tagged documents batch import documents