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8.1.0

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)”

Posted on November 10, 2017 •

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Things You Should Know

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  • EVP Office 9.1.0: Now Available, Featuring Name Preview on January 8, 2024
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  • Good to Know: The Grid on August 23, 2023
  • Announcing Fee Changes for 2023 on October 7, 2022
  • "Single Broker Quotes" Available Again on April 14, 2022
  • EVP Systems Prepared for Russia / Ukraine Conflict on March 14, 2022
  • Expat and Open Source at EVP Systems on March 1, 2022
  • EVP Office 9.0.1 Offers Built-In Calculator, More Crypto, New Export on February 8, 2022
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  • EVP Office 9: Something Big! on October 13, 2021
  • EVP Office 8.5.3: Secure by Default on July 13, 2021
  • Ready for Windows 11 on July 2, 2021
  • EVP Office 8.5.2: Native Excel Export, Better Copy-and-Paste, Mailing Lists on April 8, 2021
  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
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  • A Brief Introduction to EstateVal

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