31 Jan Release 31 January 2020 – Attachment to statement jobs

Attachment to statement jobs

In this release, functionality has been created to add additional PDF documents as an attachment to the statement Jobs. See Add attachment to statement jobs for more detail.

More changes include:

• Create an Application Program Interface (API). See link
• Add additional fields to s3 files and add a timestamp to the file names. See link
• Add retirement age to Needs Analysis Defaults and move Retirement Age from Additional Details to Needs Analysis Details on an account
• Split Balance Sheet table in FNA into Balanced Sheet, Income or Insurance
• Add the ability to delete a line item on a balance sheet, income or insurance list in FNA
• Add functionality to choose which sections to display on the FNA document. See link
• Add functionality to import combined statements for multiple trading accounts. See link
• Add new statement formats for Bank of New York and FNB normal online statements
• Make changes to ensure that a debit order on an inactive account does not get added to a new debit order batch
• Add functionality to allow the addition of attachments to notification messages sent from the Bulk Processes->bulk exit screen. See link
• Create a default instruction group on a product. See link
• Move minimum cash transfer to Defaults section on System -> Configuration

Last Updated on 6 years ago by Antoinette Van Meyeren