This article is applicable to the Troika product only.
The following issues were addressed in this release of Troika, version 2.09.002.
Fixes and Changes
[Support No. 22250] Administrator - A number of cosmetic changes have been made to the minutes functionality.
[Support No. 22324] Wealth Management - It is no longer possible for two clients to share the same client reference. This field should be unique, and a warning will warn users if the reference you have used is already in use elsewhere.
[Support No. 22363] Wealth Management - An amendment has been made to all the Trial Balance - All Funds Excel export option to accommodate large fund quantities. This function now accommodates up to 1140 funds.
The following probate specific issues were addressed in this release of Troika, version 2.09.002.
New Features
[Support No. 22070] The new IHT403 form released by HMRC (version 10/18) has been incorporated into Troika.
[Support No. 22091] The IHT100 form is now available for estate clients under the IHT Form menu option.
[Support No. 22218] The new PA1P Probate Application form is now available within Troika. Please refer to the Support Portal for further guidance on its population.
Fixes and Changes
[Support No. 22160] A correction has been made to the C4 to ensure all correctives/additions report correctly.
[Support No. 22323] An issue with 'Power Reserved' personal representatives appearing incorrectly within the IHT205 Declaration has been resolved.