EVP Office Releases https://www.evpsys.com The latest release of EVP Office, from Estate Valuations & Pricing Systems, Inc. Fri, 11 Feb 2022 00:00:00 -0800 en-US daily 1 https://wordpress.org/?v=5.9.3 https://www.evpsys.com/wp-content/uploads/2020/06/cropped-logo_square_white-32x32.png EVP Office Releases https://www.evpsys.com 32 32 EVP Office 9.0.1 https://www.evpsys.com/software EVP Systems Tue, 08 Feb 2022 00:00:00 -0800 EVP Office 9.0.1 EVP Office 9.0.1 is a minor release, and you probably don’t need to upgrade unless you want any of the features or fixes listed below.

[Download EVP Office]


Features

  • All numeric fields now support calculations; entering an arithmetic operator (+, -, * or x, /) while typing a number brings up a calculator that will put the result back into the field; the calculator obeys proper order of operations (PEMDAS)
  • The applications now support a dozen new cryptocurrencies: Cardano (#ADA), Avalanche (#AVAX), Binance Coin (#BNB), Dogecoin (#DOGE), Polkadot (#DOT), Chainlink (#LINK), Terra Luna (#LUNA), Shiba Inu (#SHIB), Solana (#SOL), Uniswap (#UNI), USD Coin (#USDC), Tether (#USDT)
  • A new Excel export named “Excel (XLSX, Simple)” exports a spreadsheet with each lot using only a single row
  • When data pasted into the grid has empty rows, a dialog appears asking if you want to preserve them or skip the blanks, and pastes the data accordingly
  • When a portfolio has a primary evaluation date over ten years old, a warning now pops up
  • For installations in C:\Program Files (x86)\EVP Systems\, adding an INI file for a program in that directory will cause its settings to be used as installation-wide defaults

Fixes

  • A double-memory free in the automatic proxy detection code would sometimes crash the apps on launch; this has been fixed
  • Exporting very large portfolios to Excel no longer corrupts the later entries
  • Fixed cryptocurrency evaluations on Appraisal Date reports
  • Fix the Identifier field in the lot-adjustment dialog to accept foreign currencies and commodities
  • Sorting securities now causes the grid to redraw correctly, and show the identifiers in the new order

EVP Systems fully supports each release of EVP Office until its end-of-life date, listed here.

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EVP Office 9.0.0 https://www.evpsys.com/software EVP Systems Wed, 13 Oct 2021 00:00:00 -0800 EVP Office 9.0.0 EVP Office 9.0.0 is a major release, and we encourage you to upgrade at your earliest convenience.

[Download EVP Office]

Features

  • All the applications have had a design refresh, including high-color toolbars, new icons, and a new about screen; on Windows 11, the applications reflect the new system-wide design
  • Put/Call Option, Foreign Currency, Cryptocurrency, and Commodity look-up icons have been added to the toolbar, replacing the User Identity and Web site buttons
  • Each application now obeys all OS-level scaling settings, including system dots-per-inch and text scaling percentages
  • Dialog text is 12.5% bigger and the grid is 25% bigger than previously
  • OpenSSL is now used for secure connections, replacing Windows’ built-in Schannel; this allows Widows XP and Vista to connect securely
  • Evaluation Status Icons are now on by default

Fixes

  • The weight of the font (both for “Normal” and “Bold” weights) has been increased, to make print-outs easier to read
  • Passthrough data can how handle very long filenames, and properly truncates ones that are over 256 characters
  • Passthrough data selection “Name, Account, Date, Report Type” now includes all those values, instead of just the Report Type
  • The Excel (XLSX) export now properly includes mutual fund daily dividend accruals as a line item
  • When in Demonstration Mode, the sample file is properly copied from the installation directory to the documents directory in all cases
  • The EVP Office installer deletes now-unused libraries from the installation directory, left over from previous versions and capable of causing problems with newer operating systems
  • The installer again requires administrative privileges to install; the non-admin option was removed after causing some confusion

EVP Systems fully supports each release of EVP Office until its end-of-life date, listed here.

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EVP Office 8.5.3 https://www.evpsys.com/software EVP Systems Tue, 13 Jul 2021 00:00:00 -0800 EVP Office 8.5.3 EVP Office 8.5.3 is a minor release, and you probably don’t need to upgrade unless you want any of the features or fixes listed below.

[Download EVP Office]

Features

  • The applications now default to the “Secure” evaluation method for new installations.
  • Tools → Find... now lists what was found rather than just indicating the lot, and does not include lots with “User-Defined Information” under the “Lots with any problems” search.
  • GiftVal and CostBasis can now search on lot statuses as well as names and warnings, including unpriced, user-priced, failed-price, and old-price lots.
  • On the Excel (XLSX) export from GiftVal, the Basis Value column now has a sum at the bottom of the report.
  • The default number of lots allowed in a portfolio has been raised from 500 to 1,000.
  • Modern “flat style” message box icons are now used on later versions of Windows.

Fixes

  • File associations (.EVP to EstateVal) are now properly set up at installation time, fixing a regression in 8.5.2.
  • HTML controls now always display their contents properly the first time.
  • When in Demo Mode, Put/Call options and import/export usage reporting now work successfully.
  • Import/export usage reporting no longer sends custom names, preventing unescaped XML entities from crashing the server-side HTTPS POST.
  • Very large portfolio notes no longer overflow memory when XML entities are escaped.
  • Evaluation status icons now properly show the state of lots with adjusted Alternate Date inventories.
  • The EstateWorks export can now export Common Trust Funds, CDs, and Savings Notes.
  • In GiftVal and CostBasis, the label “Estate of:” is now “Portfolio of:”.
  • GiftVal now shows basis values and dates on securities with user-defined values.

EVP Systems fully supports each release of EVP Office until its end-of-life date, listed here.

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EVP Office 8.5.2 https://www.evpsys.com/software EVP Systems Thu, 08 Apr 2021 00:00:00 -0800 EVP Office 8.5.2 EVP Office 8.5.2 is a minor release, and you probably don’t need to upgrade unless you want any of the features or fixes listed below.

[Download EVP Office]

Features

  • In EstateVal, GiftVal, and CostBasis, reports can now be exported as true Excel files (XLSX format).
  • The applications now allow automatic proxy detection (via the Windows system-level settings) and the use of system credentials to authenticate proxy connections.
  • Single columns can now be pasted into the grid, rather than requiring multiple columns at the same time and assuming that they’re in order.
  • GiftVal can now paste Basis Value and Basis Date into the grid along with Identifiers and Shares.
  • Users can now subscribe and unsubscribe from the EVP Systems mailing lists from inside the applications, by going to Tools → Update User....
  • The main-screen fields can now have input masks and minimum lengths, requiring that they be filled out with specific content before an evaluation can be run or a report generated.
  • In Training Mode, the identifiers CASH and $USD now “evaluate” as $1.00/share and with the name “Cash,” instead of invented values.
  • The reports can have added disclaimers at the top of the page, at the top of the content area (below the headers), and at the bottom of the content area (above the page number). Previously, they could only be at the bottom of the page, after the report total, and at the bottom of the last page (above the page number).
  • The hidden Support options pane now has the ability to reset the warning dialogs that appear before evaluations and research queries, but can be permanently dismissed.
  • The About dialog box how has a button to show the open-source licenses for each project that’s used in each application.
  • EVP Office has a new installer that allows for the programs to be installed for the current user, even if they don’t have administrative privileges. Installing for all users on the computer still requires an administrative password.
  • After nineteen years, EVP Office’s demo mode has a new sample portfolio, one that mirrors our latest marketing material.
  • HTTP proxy failures now offer more detailed error messages for response codes 300 and above.

Fixes

  • The top and bottom margin of the RTF report export were adjusted to paginate properly on a Mac as well as Windows.
  • When a CUSIP is entered as the security identifier and it is updated to a different CUSIP on the evaluation date, only the updated value now appears on the report, instead of both.
  • Appraisal Date reports can no longer be run before closing prices have been set for the day, and the evaluation of all reports is now disabled until after midnight Pacific Time, to allow for all data to load properly.
  • CapWatch will now properly show print-previews of billing records and write them to the local file, even if the application is closed with the X in the upper-right, Alt+F4, or the Close command from the upper-left icon.
  • CapWatch can now write word-processing documents and PDFs of billing records without crashing.
  • Shares and Basis Values pasted into the grid are now truncated to their minimum or maximum value, as appropriate.
  • GiftVal no longer shows Report Options for research reports, since it can’t actually produce them.
  • GiftVal no longer shows dividends with zero value as omitted; it just doesn’t show them at all.
  • The sample portfolio that appears when the programs are run in Demonstration Mode now successfully loads under any installation configuration.
  • The software can now successfully be installed by administrative accounts on Windows installations without access to per-user folders.

EVP Systems fully supports each release of EVP Office until its end-of-life date, listed here.

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EVP Office 8.5.1 https://www.evpsys.com/software EVP Systems Thu, 15 Oct 2020 00:00:00 -0800 EVP Office 8.5.1 EVP Office 8.5.1 is a minor release, and you probably don’t need to upgrade unless you want any of the features or fixes listed below.

[Download EVP Office]

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

EVP Systems fully supports each release of EVP Office until its end-of-life date, listed here.

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