New Features


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

  1. Support for uploading MS Outlook emails to WW+ running in the Chrome browser.
  2. Add new tasks from anywhere in WW+.
  3. Edit and delete existing tasks from the Organiser or Entity Details.
  4. New compliance records - Compliance item administration and compliance lists.
  5. New compliance records - Entity Compliance and Item Verification.
  6. Organisational Charts - New Features.
  7. Read only WealthWorks+ security groups.


Other Changes


[TN-1199] – A new optional display banner can be displayed at the top of the screen.   This is defined in System Admin > Other Settings.

[TN-1873] – The Beneficial Owners register has been enabled for partnership entities.

[TN-2155] – The Last Accounts filed field has been enabled for a company, partnership and foundation.

[TN-2164] - A company can now be flagged as a Public Company, and these can be filtered in the entity list.

[TN-2177] - A company can now be flagged as Listed or Regulated and these can be filtered in the entity list.

[TN-2216] - Share redemption transactions can now record proceeds.  

[TN-2218] – Share certificates can now be text and/or numbers.

[TN-2220] - Comments on Redemptions, Forfeitures & Transfers can now be edited.

[TN-2480]  - Recently viewed entities and contacts has an improved layout and also loads faster.

 

Fixes


[TN-1962] - Error message displayed saving LEI Number using enter key instead of clicking save.

[TN-2202] - FATCA & CRS Controlling Persons - Edit to joint person not saving record correctly.

[TN-2205] - New address type record not available to be used against an entity.

[TN-2252] - Register of Members report correction made to a problem where results were not returned.

[TN-2295] - Nominee shareholders not displayed in members ledger of share transfers.

[TN-2352] - View addresses portlet required System, Address Admin view permission in error.

[TN-2358] - Members Add button requires Organiser > Activities > Activities List view permission in error.

[TN-2461] - Members register row left after share class deleted has been corrected.

[TN-2463] - Error saving long Entity name and Entity File Names.

[TN-2492] - Entity Memo updated details text overlaps delete button.

[TN-2496] - If you edit an entity with no Entity Currency it defaults to the first one in the list.

[TN-2507] - CRS Classification missing from report when set to Not subject to CRS reporting.