Release – 2 December 2016

Small changes including:

  • Changes to system documents list
  • Remove VAT from fee summary and invoice if not VAT registered
  • Create Next Review report between two dates
  • Changes to statement defaults

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 list of changes and enhancements for the release.

Last Updated on 9 years ago by Antoinette Van Meyeren