Version 2.61

Feature Focus - Document Generation from Fact Find

Users will now have the ability to generate Templates from the Fact Find screen. This will allow users to easily generate non-advice templates from iff e.g. a Reverse Fact Find. To access this functionality:

• Select the ellipsis from the top-right of screen and select Generate Document. 

• Select the Template. ℹ️ Only non-advice templates should be generated from this location!
• Select Merge
• Your Document will be downloadable from the Documents Tab. 

Enhancements

Fact Find & Goals

• Remove mandatory requirement of Account Number / Member ID in Superannuation

Strategy Builder

• A new row has been added to the Cashflow Summary table to show Concessional Contributions
• Within Adjustments, when selecting the Frequency of 'Doesn't Repeat', the indexation field is no longer showing as it is not relevant

Fixes

Fact Find & Goals

• Once Account Based Pension was selected within Superannuation, users couldn't de-select it,

Strategy Builder

• The Income/Expenditure Chart was inadvertently showing a negative figure for Tax