Monthly Archives: December 2016

Small changes including: Add Cash Account Instrument This model creates a cash account instrument that money is paid to, via its linked bank account as with Unitised Instrument. Cash is therefore an instrument that can be bought or sold. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the […]

Small changes including: Improve design of transactions for sell units and transfer units out This improvement creates a clean model of “available units” versus “booked units” when adding a new instruction while there are other active instructions at that point in time on the account. * Refer to your online Pivotal Tracker Project for a full […]