30 Sep Release – 29 September 2016

Small changes including:

• Allow the linking of a company / trust as a beneficiary
• Source of funds changes
• Directors and shareholders changes
• Tax details changes
• Filter on Deposit and Upload recon screen
• Notification messages changes
• Add actual asset allocation to all shares, bonds and ETF’s instruments
• Changes to forex and bank accounts
• Ability to remove a distribution category
• The withholdings tax needs to be moved to a country
• Distribution categories must be moved to country level

Late payment process

Developed a report to help with late payments of employers on monthly group contributions. The functionality allows the user to follow up and send emails to administrators as reminders to submit and pay for the monthly contributions of members.

* 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 Walther