Version Update 18th April '18 : InvestWell Helpdesk

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Version Update 18th April '18

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Anuj Jain

started a topic over 6 years ago

Hi,

We have released some updates for InvestWell Software with some bug fixes and delivered on some suggestions.

Type	Module	Description
Bug Fix	SIP Mining	Sub broker code is now shown in Excel Export as well.
Suggestion	Transmission folio for Multiple Clients	Transmission of a Folio can now be split into 3 existing folios as per unit share.
Suggestion	Unrealized Gain Report	Remove Abs Ret and Show column Purchase Amount and Separate Price as on 31/01/2018 in the report
Bug Fix	AMC Bill	Invoice Name not Print in 2018-19 FY.
Suggestion	Capital Gain	Provide Grand Father Gain calculation in Excel file also
Bug Fix	Capital Gain	Summary Total was inaccurate for Grandfathered gain.
Suggestion	Rejection File Import	Sundaram and Franklin File are imported Now.
Suggestion	Contract Note Import	SMC contract note is imported now.
Suggestion	Online Sync	Cancelled Sync Jobs are retried for the selected clients when Online Sync is clicked again.

Regards

Team InvestWell

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