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Version 3.0.8Version 3.0.7Version 3.0.6Version 3.0.3Version 3.0.2Version 3.0.1Version 3.00Version 2.61Version 2.6Version 2.5Version 2.44Version 2.43Version 2.42Version 2.4Version 2.3Version 2.2Version 2.1Version 2.0Version 1.5Version 1.4Version 1.3Version 1.2Version 1.11Version 1.1

Version 2.44

Release Date 05.09.2024

Enhancements

Integrations

  • Xeppo Import
    • Primary Residence Mortgage in Xeppo required a Repayment Type for import to succeed
    • If there is only one address in Xeppo, map to Postal address in iff. 
    • Asset Sub-type of 'Stocks' is mapped to Investments within iff with the Category of Australian Equities
    • Date FSG Provided and FSG Version Number are imported to iff. 

Fixes

Integrations

  • Xeppo Import
    • Estate Planning > "Does the client have a Will mapping" has been improved
    • Estate Planning > "State documents prepared" now mapping
    • Marital Status of De Facto will now import
    • Employment Status of Self-employed now mapped 
    • Insurance Policy Start and End Dates are imported as blank if not entered within Xeppo
    • Clients with multiple insurance policies sporadically receiving errors in the modelling engine
    • Debt that had incomplete information was failing to import, it will now be imported and red flags will be present to flag missing data
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