The main changes are:
1. Commission – commission
received by the SIPP operator on bank accounts (and investments) can be stored
2. Internal Transfers – funds can
now be transferred internally from vested of one member to another etc
3. Archiving Stocks – investments can be
archived from the main Stocks
4. Investment Transactions – a list of all
transactions across all schemes for a specific investment/fund can be obtained
5. Death Benefits and Taxes – bank
transactions and benefit payments can be categorised as LTA charges, USP tax
charges or death benefits
6. Reviving invoices – if an invoice
has been finalised and is later amended, a record of the invoice prior to the
amendment is stored.
7. Settings. Extra settings have been added for
Commission and Archiving Stocks.
8. Scope for Pension – a list of all
pension payments paid so far in a pension year, plus the scope for additional
payments this year.
Minor changes include a new bank transaction
category for ‘New Borrowing’.
… and, for those firms subscribing
to the Payroll module, the
additions are: