This article is applicable to the Troika product only.


The following issues were addressed in this release of Troika, version 2.09.006.


New Features


[Support No. 10446] Administrator - The ability to record partly paid shares has been added to the system.

[Support No. 22594] Wealth Management/Time & Billing - The ability to view the VAT rates in the Invoices Add screen has been added.

[Support No. 22646] Wealth Management/Time & Billing - An Excel Export has been added to a number of WIP Reports.


Fixes and Changes


[Support No. 22387] Administrator - Users are now able to link documents to a meeting within the Trust/Company Meetings register, and the Directors Meetings register.

[Support No. 22674] Administrator - An issue with Client Linking in AEOI - CRS Reportable Accounts has been resolved.


There were no probate specific issues addressed in thise release of Troika, version 2.09.006.