26 Jun Release – 24 June 2017
Posted at 09:46h in Recent Updates
Small changes including:
- Add the ability to remove an account owner from an account if there is another account owner for the account.
- Contribution certificates changes
- Expand variables for email templates – investor Title, initials, first names and Surname
- Add Retail Type column to instrument list
- Make buy / sell cash & units dates the same
- Add paid dealer but not confirmed (buys) and waiting for payment from dealer (sells) to cash liability
Create the concept of a Distributor
Create the ability to add a company as a Distributor with the option to link it to a Brokerage
* Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.