This article is applicable to the Troika product only.
The following issues were addressed in this release of Troika, version 2.09.024.
New Features
[Support #31491]
We have enhanced the posting of dividends where there are group 1 and group 2 shares and equalisation through dividend batches. It is now possible to post the dividend as one batch but each element i.e. group 1 dividend, group 2 dividend and equalisation will be posted separately. When you create a dividend for group posting there is a equalisation tab on the batch. Fill in the group 1 and group 2 shares and click on the sum button, then add in the equalisation and click on the sum button. This will create the split. The report has also been changed to show the split.
[Support #31971]
The Consolidated Balance Details report in Wealth Management > Global tab > Reports has now had a previous day movement column added.
Fixes and Changes
[Support #31929]
The new 04/25 version of the IHT100A released by HMRC is now included within the Wealth Management product.
[Support #31930]
The new 04/25 version of the IHT100B released by HMRC is now included within the Wealth Management product.
[Support #31931]
The new 04/25 version of the IHT100C released by HMRC is now included within the Wealth Management product.
[Support #31932]
The new 03/25 version of the IHT100D released by HMRC is now included within the Wealth Management product.
[Support #31933]
The new 04/25 version of the IHT100E released by HMRC is now included within the Wealth Management product.
[Support #31934]
The new 04/25 version of the IHT100F released by HMRC is now included within the Wealth Management product.
[Support #31935]
The new 04/25 version of the IHT100H released by HMRC is now included within the Wealth Management product.
[Support #31940]
The new 04/25 version of the IHT100B (Death) released by HMRC is now included within the Wealth Management product.
[Support #31996]
An issue with transaction display within Transactions - View has been corrected.
[Support #32039]
A correction has been made to ensure the correct information populates within the Bank Reconciliations - All Funds option for reconciliation.
The following probate specific issues were addressed in this release of Troika, version 2.09.024.
Fixes and Changes
[Support #31928]
The new 04/25 version of IHT435 released by HMRC is now included within the Wealth Management probate product.
[Support #31924]
The new 04/25 version of IHT401 released by HMRC is now included within the Wealth Management probate product.
[Support #31927]
The new 04/25 version of IHT418 released by HMRC is now included within the Wealth Management probate product.
[Support #31925]
The new 04/25 version of IHT402 released by HMRC is now included within the Wealth Management probate product.
[Support #31926]
The new 04/25 version of IHT417 released by HMRC is now included within the Wealth Management probate product.
[Support #31965]
The new IHT401a form released by HMRC is now included within the Wealth Management probate product.
[Support #31923, #31965]
The new 04/25 version of IHT400 released by HMRC is now included within the Wealth Management probate product.
[Support #31517]
Enhancements have been made to the Report of Beneficiaries and Report of Beneficiaries 2, to ensure larger residuary shares assigned to beneficiaries can be displayed in full.
[Support #32153]
The new 04/25 version of IHT400 Notes 2022 (for dates of death on or after 1 January 2022) released by HMRC is now included within the Wealth Management probate product.
[Support #32242]
An amendment has been made to ensure all IHT400_82 items are included on the IHT Summary Report, not just the first.