New Features


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

  1. Improved access to entity Finances and sub funds.
  2. Accounting Trial Balance
  3. Timesheet posting and approval 
  4. Timesheet rate maintenance
  5. Non- roman fields for HK forms
  6. Hong Kong Statutory forms NAR and NR1
  7. Qualified Persons register for Trusts
  8. Changes to the global search option


Other Changes


[TN-947] – Contacts can now be deleted from the Contact Directory where they are not in use

[TN-1970] - Share Certificate report parameters now display nominee and joint members names

[TN-2167] – Creating a share issues has been improved with clearer screen layout and field descriptions

[TN-2247] – Meeting attendees are no longer restricted to those with a current relationship with the entity

[TN-2452] – A new Reserve Director sub type has been added to the Register of Directors and Register Search/List

[TN-2591] - Onboarding entities now include the reporting currency of the entity

[TN-2619] – Export to Excel is now available on all registers and associated register tabs

[TN-2623] – Meeting registers now have the option to add the capacity in which the attendee is at the meeting

[TN-2627] – The Registration Number and Nature of Business fields are now available on a contact only record

[TN-2805] – Meeting register entries are now displayed over a number of tabs 

[TN-2758] - Additional column Premium per Share has been added to all company share register tabs

[TN-2621] – A new Company Secretarial notes field has been added the company secretarial portlet

[TN-2617] – When adding share capital from a list of types, the description can now be edited. The description is unique to the entity

[TN-2618] – The column "% of Shares Issued" has been added to the register of members

[TN-2759] – An option has been added to the System Admin to show the call status of company shares at the date of the transaction

 

Fixes


[TN-2467] -  Very long entity names are now displaying correctly on the entity details page

[TN-2525] – A correction has been made to the display of the FATCA Registration Details 

[TN-2607] – Correction to the bulk reassigning of addresses not displaying all selected addresses

[TN-2645] – Correction to the entity onboarding to ensure the entity full name is fully populated

[TN-2749] -  Correction to the custom date range on the Time, Fees and Billing WIP search