19 Mar Release – 24 March 2015

Posted at 12:19h in Recent Updates by

The following new functionality and enhancements were added in this week’s release:

Fund Class Mergers
When instructions need to be changed so that the allocations on a specific fund (instrument class), should change to another fund (eg. from class A to class X), this new functionality will allow the user/s with the required permission (Bulk instructions) to change the new recurring instructions, for the investors currently in class A.
See Fund Class Mergers in the System Guide for more details on the steps.

Contribution Certificates
Continued from last week’s release with initial work that was done, the feature to generate the certificates per financial year has now been completed, as well as the ability to download the certificates, that have been generated before, from the investment view. For screen views and samples, see more details on Contribution Certificates.

Improved performance on bulk processes, namely:
bulk authorisation (Instructions -> Bulk authorisation) and
bulk matching (Banking -> Matched Deposits).

 

* Refer to your online PIvotal Tracker Project for a full list of changes and enhancements for the release.

Last Updated on 10 years ago by Walther