New Features and Release Notes
Guidance on new features in WealthWorks and Release Notes.
Summary Further Accounting features are available in this release of WealthWorks+ allowing users to maintain the investment library, add new inves...
Wed, 23 Oct, 2024 at 3:08 PM
Summary Further Accounting features are available in this release of WealthWorks+ allowing users to maintain their chart of accounts and the nomina...
Mon, 8 Jul, 2024 at 1:45 PM
New Features in WealthWorks+ 4.15 Summary Core Accounting features are now available in WealthWorks+ allowing users to setup accounting nominal ledgers...
Tue, 11 Jul, 2023 at 9:49 AM
New Features in WealthWorks+ 4.14 New Directors Register Address records for Malaysian companies Alerts for Compliance items and Tasks New Create Doc...
Tue, 21 Feb, 2023 at 10:22 AM
New Features in WealthWorks+ 4.13 New 'Alerts' for meetings and key entity dates LexisNexis Sanctions Screening integration UK Government Gat...
Mon, 13 Feb, 2023 at 9:57 AM
New Features in WealthWorks+ 4.12.1 New Contact Security Groups New record type for Non-Managed Entities Individuals Occupation - history records ...
Mon, 5 Jun, 2023 at 10:18 AM
New Features in WealthWorks+ 4.11.0 Generate statutory company forms for the Companies Commission of Malaysia. Contact fields for Company Secretaries...
Thu, 13 Jul, 2023 at 4:02 PM
New Features in WealthWorks+ 4.10.0 New Source of Funds and Source of Wealth records Accounting Transaction types for Bank Payments and Receipts B...
Tue, 5 Oct, 2021 at 8:31 AM
New Features in WealthWorks+ 4.9.0 Adding Accounting Transactions - Multi-sided Journals Updated Passport records for individuals New Passports Due t...
Tue, 27 Apr, 2021 at 3:12 PM
New Features in WealthWorks+ 4.8.0 Email login and Additional Security Verification Trial Balance exchange rates and currency analysis Change approva...
Tue, 26 Jan, 2021 at 11:04 AM