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8.5.1

Features

  • Saving a PDF from print preview no longer exits the preview
  • Pasting into the grid in CostBasis will now set the basis-date column if it is included in the copied data
  • Putting an Account Information File (EVPS.DT0) in the installation directory will cause the applications to fall back to it if there isn’t one available for the user in their personal data folder; this is intended to make enterprise installations easier, where many users can share a single machine
  • The “Custom (Fixed)” import now allows for an implicit decimal place to be configured on the Shares field
  • TrustWare exports can now exclude the file-version number from the filename

Fixes

  • “Secure” evaluations can now price large estates without timing out
  • TrustWare exports now properly increment the file-version number in the filename if previous versions exist

Posted on October 15, 2020 •

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Things You Should Know

  • 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
  • Primary and Composite Exchange Pricing in EstateVal
  • A Brief Introduction to EstateVal

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About EVP Systems

Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 35 years.

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1531 Chapala St., #1
Santa Barbara, CA 93101
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