1: When exporting the Investor Details from the Partnership window the email addresses are now included.

2: When exporting the Investor Details from the Partnership window historical data is now not exported.

3: A new feature has been added so that Quarterly Statements can be created. Click here for instruction.

4: There is a new Invoice Reference column when viewing transactions on the Company Transactions tab.

5: There is a new feature that allows a distribution to be performed based on a pre-set percentage. Click here for instruction.

6: There is a new facility to print Payment Receipts. Click here to see how to set this up.

1: When a Distribution is performed with Multiple Items, only 1 invoice is created instead of 1 invoice for each item.

2: The Company Transaction tab and the Contact Transaction tab now look similar to avoid any confusion.

3: Creating an Action that Schedules itself no longer creates an error.

4: Creating a document to send to multiple contacts no longer creates an error.

1: When a new User is created, a blank line appears until the screen is refreshed.