5.1 Release Notes

Modified on Tue, 28 Jun 2022 at 12:26 AM

This release comes with some key highlights, including managing your anti-money laundering (AML) risks, streamlining your prospect management, and conflict search saving.

Revision 1 - 5.1.2006.907

Accounting

CRE-1211 | Added the Resident Withholding Tax (RWT) Certificate for New Zealand

CRE-1212 | Added the Resident Withholding Tax (RWT) Certificate summary report for New Zealand

CRE-1214 | Added transaction labels for CMA/Investment transactions

Accounting options now support custom labelling of CMA/Investment transactions

CRE-1322 | Save completed bank reconciliation as PDF and render it if a reprint is requested

CRE-1383 | Resolved issue with retrieving billing rates that resulted in appearance of a "Red X" on some screens

CRE-1386 | Safe custody register report to include client address on default templates and available for customisation

Documents

CRE-1383 | Resolved issue with document preview that resulted in appearance of a "Red X" on some screens

CRE-1393 | Resolved error when user opens the Directory without reporting permissions

Launch - 5.1.2005.1411

Launch version

Release notes

Access the official release notes below: