Highlights Brokerage files that contain second-level income splits now complete correctly and show as fully distributed The import total shown against those files is no longer overstated Unticking a payee on the Distribution Preview now also excludes their fees from the run – previously the fees were still applied Payees with no revenue this period …
We’re pleased to announce a new update which includes several improvements aimed at enhancing accuracy, performance, and operational reliability. Highlights Improvements in startup speed Distribution emails now zip and encrypt attachments Email template has been split out to two fields, to allow easier update of email content Brokerage file imports will now fail if either …
We’re pleased to announce a new update which includes several improvements aimed at enhancing accuracy, performance, and operational reliability. Highlights General performance enhancements for smoother operation Various bug fixes to improve stability and reliability UI refinements for a more intuitive interface Backend optimisations to support faster response times Better compatibility across supported platforms Updated automatic …
Highlights Fix: Fixed multiple issues Files Download Setup Download Patch
Highlights Fix: Fixed multiple issues in distribution process Files Download Setup Download Patch
Highlights Feature: Ability to export to CommPay Feature: Added Payment Type as a separate field Fix: Fixed issues with masking for split payments Maintenance: Updated internal components and licensing. Files Download Setup Download Patch
Highlights Maintenance: Updated internal components and licensing. Files Download Setup Download Patch
Highlights Feature: Splits have been expanded to 4 decimal places Fix: Fixed issues with default assignment of Second Level Advisers Fix: Added missing data sets for some of the default reports Maintenance: Miscellaneous bugs and fixes Files Download Setup Download Patch
Highlights Fix: Resolved issue with client bookmark in brokerage report Maintenance: Miscellaneous bugs and fixes Files Download Setup Download Patch
Highlights Fix: Resolved issue with account creation and default client assignment Fix: Resolved issue with client bookmark in brokerage report Maintenance: Miscellaneous bugs and fixes Files Download Patch