Release Notes – v1.13.18 – 13/01/2023

  • When adding any documents to a Document Store on a case with joint applicants, you can now choose which of the Clients should see and acknowledge the documents if required.
  • Added a floating icon on Suitability Letters to show how many tokens are remaining to be accepted.
  • Added ‘%’ character on relevant Suitability Letter tokens
  • ‘Republic of Kosovo’ added as a Nationality

 

Reports

Protection Written and Completed reports, added:

  • Case ID
  • Client Fee
  • Client Fee Paid Date
  • Product Commission Paid Date
  • In Flight or NPW (Protection Written report only)
  • Total Fees
  • Total Fees Paid
  • Total Fees Outstanding

Mortgages Written report, added:

  • In Flight or NPW
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