This article is applicable to the Troika product only.


The following issues were addressed in this release of Troika, version 2.09.007.


New Features


[Support No. 10446] Administrator - The ability to record partly paid shares has been implemented into Troika.  To allot shares users must first setup calls and once completed they can then allot shares.  This will allow the recording of the history of a number of calls on shares so that partly paid shares can be correctly reported.  For further guidance on how this impacts on the processing of shares, please contact us.

[Support No. 22938] Administrator - The ability to add a Nominee shareholder when transferring shares has been added.


Fixes and Changes


[Support No. 22803] Wealth Management - An issue seen when closing off accounting period ends has been resolved.

[Support No. 22814] Wealth Management - A problem showing accumulated income dividends when received has now been resolved.

[Support No. 22818] Wealth Management - A problem displaying income on investment ledgers has now been resolved.

[Support No. 8226] Wealth Management/Time & Billing - An issue with the output for VAT has been resolved.

[Support No. 22955] Time & Billing - A correction has been made to the WIP reporting, ensuring the information reported on the report no longer differs between users.


The following probate specific issues were addressed in this release of Troika, version 2.09.007.


New Features


[Support No. 22953] The new IHT436 form released by HMRC (version 06/19) has been incorporated into Troika.  Data should be completed using the 436_1, 436_5, 436_15 and 436_22 Load Data subsections and should now pull through correctly.

[Support No. 22924] The new Estate status report allows users an overview of estates with the following statuses: IHT Due Date, Awaiting Grant, Creditors Notice, Expiry Date and Time Limit Expiry Date.  The user has the option to select various combinations of the status dependent on what they need an overview on.  The report is available within Wealth Management > Global tab > Reports.