Features
- Added spiffy logo and program icons
- Added the ability to select composite, primary or default pricing
- Added dividend notes, to describe any special status of a dividend, such as non-standard tax rates or capital gains
- Added a security note, to describe any special status of the entire security
- Added adjustment for dividends in currencies other than the currency in which the security is traded
- Added conversion and report of exchange rates for all foreign securities
- Added Schedules F and H to the GEMS export
- Improved the compatibility of ProBATE export
- Added settable default options for second and third title line
- Added the ability to set a last-page disclaimer
- Added the ability to set default Portfolio Endnotes
- Removed the “EPScom” and “ProBATE (Before)” exports, renamed the “ProBATE (After)” export to “ProBATE”, and renamed the “Fast-Tax FPS” export to “ONESOURCE”
- Added the ability to skip a header line (rather than parsing it in one of several formats) to “Custom (Fixed)” and “Custom (Field)” imports
- Added each title line to exported monthly billing records
- Added a “First” button to Print Preview, to return to the first page
Fixes
- Fixed PgUp, PgDn and ESC on Print Preview
- Fixed a too-long line in EstateVal Research Reports that would truncate some CapWatch item reference number
- Fixed the CapWatch window size, so it doesn’t have a scroll bar, no matter the screen resolution
- Fixed the busy dialog during CapWatch queries
- Fixed defaulted municipal bonds to say so, in certain, rare circumstances
- Fixed the EVP Office Setup Wizard to allow installation directory selection
- Fixed aborted Research Reports so they are no longer added to the list of available reports
- Fixed a circumstance where importing a file and then exiting the program would create a directory with the name of the file, preventing it from being saved
- Fixed the header import preferences for “Custom (Fixed)” and “Custom (Field)”