New Features


Please see the new features article for further information about new features in this release.

  1. A new Contacts menu group and Contact directory to give easy access to all your contacts.
  2. Meeting Minutes and Meeting Agenda schema administration menu option to design and maintain the document structure and content.   The option to clone an existing schema is also now available.
  3. Two sample minute and agenda templates with differing styles have been provided.  Contact support if you wish to create new templates or edit the samples.
  4. Meeting Minutes and Agendas can now record proposed and actual changes to Trustees.  
  5. The contact and entity record now display editable potential roles and client control level roles under the classification tab.
  6. The status of an an entity or contact can now be changed between Active, Closing, Former and Other from the names portlet in the general tab.


Other Changes


[TN-614]  - The Add Activity Action menu is now also available in the Organiser menu option

[TN-1998]  - The Currency drop down lists now allow you to type ahead entry to jump to record

[TN-1533] - Generate Minutes and Agenda display a choice of template and schema as selections.  

[TN-1871] - Implement the fully paid check box when creating a share capital to automate call payment schedule

[TN-1874] - Display Partnership Registration Date in Partnership Details Portlet

[TN-2170] - Display Partnership Incorporation Date in Partnership Details Portlet

[TN-1885] - Include entity name, entity reference and as at date in the print options and excel export

[TN-1953] - Implement the ability to flag a share issue record as unlimited and not require No. of shares to be input

[TN-1955] – Company share transactions add and edit to allow zero certificate number

[TN-1957] - Nil Par Value shares should allow split of cash to kind to be entered

[TN-2161] - For Par Value, where no call schedule the allotment status is now displayed as "Unpaid"

[TN-2001] – Share Capital records have a separate Cash Precision for financial values and a Unit Precision for the authorised and issued shares.


Fixes


[TN-1880] - Company Secretarial Comments field on Forfeitures and Redemptions isn't expandable

[TN-1929] - Company Secretarial badge count of transactions on the share capital corrected

[TN-1960] - Categories data not being displayed on edit

[TN-1965] - Share Capital - Badge with number of share capital record not refreshing after new record

[TN-1980] - Company Secretarial badge count of transactions on members register incorrect

[TN-2004] - Onboarding Entity Memos are wrong after the contact is created

[TN-2006] – Sub Fund and Asset Custom Data correction after edit

[TN-2021] - VAT portlet fails to load on some contacts

[TN-2030] – Correction to FATCA details portlet saving the portlet when data is complete

[TN-2062] - Reports dependent on -none- not available in list of reports

[TN-2127] - FATCA Classification portlet can't be saved after editing record

[TN-2133] - Changing the report style not updating the report preview

[TN-2136] - CRS Reportable Accounts and FACTA Controlling person – Correction to display joint persons

[TN-2137] - Automatic Exchange of Information Report shows dates in US format

[TN-2140] - AEOI CRS Reportable Accounts Export shows incorrect FI Status

[TN-2157] - Register of Redemptions, Forfeitures, Allotments and Transfers filters not working

[TN-2158] - Custom field order on edit not the same as displayed

[TN-2173] - Registers for some Partnerships failing to load

[TN-2174] - CRS Reportable Accounts portlet edit screen - empty Nominal Account Codes not handled

[TN-2188] – Edit of a share allotment doesn't allow certificate number zero