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Release Notes - August 2023
Updated over 4 months ago

Release Notes - 17 August 2023

We made the following improvements in this release:

- In Buildings & Contents, a Status can now be changed after being set to Completed

- We made some user experience improvements to the Multi-Benefits section including renaming fields and improving placement

- We have addressed the issue with Demands and Needs where under ASU

- Preferred payment period was not saving

Release Notes - 24 August 2023

We have made the following improvements in the latest release:

- An outstanding mortgage amount of '£0' can now be added

- The Outgoings page now filters Clients based on the case dropdown

- We resolved an issue where different Income and Gross Salary details were being captured in the FactFind PDF and Adviser Portal

- We resolved an issue with the Data import where for Mortgages, there was an incorrect validation error on the 'Offer Issue Date' field

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