Release – 29 June 2016

Small changes including:

  • Mark all invoices paid
  • Partner fee calculations
  • Segregate mandate structures
  • Changes to the switch screen
  • New look for all the instructions screens

 

Export all transactions

Ability to export all transaction in the system. This export runs in the backend with a downloadable file of all the transaction history on all the investor accounts.

* 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