User Roles - Introducing a new permission for Account Owners / Admins: "Connect Third Party applications." This permission allows/restricts users from turning on API integrations.
Bank Accounts - Users can now add multiple currencies within a single bank account.
Trust Deed - We have improved the document settings when uploading a Trust Deed, allowing you to select the document Status.
Declaration of Trust - In this update we have included an option to allow all representatives to sign the Declaration of Trust.
Compliance– Added the option to prepare a Compliance Report directly from the Company & Trust Compliance screens.
Compliance– A “Source of Funds” section has been added to the Company Compliance workflow.
Trusts– Users are now able to select a Document Status when uploading a Trust Deed
Annual Returns – A Client Reference Number column has been added as an option in the Annual Returns screen.
Shares - Declaration of Trust– An option has been added to allow all representatives to sign the Declaration of Trust document.
Compliance - The Compliance Report can now be generated within the Compliance Screen.
Significant Controllers - The relevant documents can now be prepared when entering in a new Significant Controller or selecting print Register of Significant Controllers.
Documents - The User's name will now display in the history of an imported document.