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Release Notes April 2020

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1. Calendar PPF Download

An issue that was preventing the calendar from downloading as a pdf has been resolved.

2. Individual Clients Page Loading Time Improved

We have introduced pagination for the individual clients page to improve the loading time, particularly for business accounts with more than 100 clients.

3. Client Snapshot Report

A calculation error in the Client Snapshot report has been resolved. All values in this report will now correctly match the budget figures.

4. Goals Summary

An issue that was preventing the goals summary chart to load for some clients has been fixed. The chart now displays again for all goal types.

Posted 5 years ago by Moneysoft Sales Less than a minute to read

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New budget overview

Overview The budget page has undergone a significant re-design. Check out our walk through video by clicking here.

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