We were busy in September!  We added a bunch of new functionality for our users, as well as many usability tweaks, and general spit and polish work to our application.  Thanks for all the feedback and suggestions from our users - you rock!

  • Added the ability to filter reports based on Responsible Office.
  • Added the ability to filter reports based on Responsible Professional.
  • Added the ability to duplicate share class definitions within an Entity.
  • Added the ability to import a share class definitions from one Entity to another Entity.
  • Added the ability to replace Principals across all Entities.
  • Improved user interface contrast for lower quality monitors.
  • Added the ability to configure signature blocks on documents to appear in a grid format so you can automatically create signature sections that make use of all of the page space instead of just one columns. 
  • Added the ability to also assign any team member as the Responsible Professional.
  • Added the ability to create customized Company Groups and assign an Entity to that group.
  • Added Records Office address to Entity overview screen.
  • Added the ability to exchange shares with the Entity's treasury.
  • Reconfigured notes for Entities for a better overall user experience.
  • Expanded the number of currencies available within the application.
  • Plus many refinements designed to make our users more efficient.

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