| Version | 100030 | Planned for 15.05.2024 |
|---|---|---|
| General | As Microsoft has deprecated Outlook automation we have removed the corresponding function in MyPrivate | |
| We have integrated a new, more robust library for document scanning | ||
| We have deprecated the integrated backup function. You must know use the integrated Windows backup utility or similar | ||
| The DUO client has been integrated, allowing you to work from a second wokstation. Note: wired local netword required. | ||
| The summary form for addresses has now alternate colors to facilitate the merge of addresses | ||
| The home page miniatures are now taken automatically from the family, animals and residence modules | ||
| We have improved the management of the attachments | ||
| Family | We have added the possibility to show or hide passwords and PINs | |
| Residence | For rented properties, rent paid entered in the cash flow tab will be shown in the Rent column of the TCO analysis | |
| The calculation speed of the total cost of ownership has been greatly improved | ||
| Equipment | We added the possibility to mark objects no longer in inventory directly from the insurance tab | |
| Pension fund | We corrected a bug whereby the pension fund contributions would not print on the report | |
| Accounts | We have added the possibility to upload bank statements from Excel | |
| We have added the capability to allocate bank statement entries in the same way as for invoice processing | ||
| We have deprecated the automatic loading of CAMT files and invoices from Outlook, Folder or Office Lens | ||
| We have unified the processing of bank statements from Excel and CAMT.053 in a single form | ||
| Statements | We have added the possibility to copy the adjustments from another year | |
| Adjustments for the account statements can now be made by entity | ||
| Portfolio | We have added support for crypto currencies including fractional management | |
| Events | Documents that need to be attached to the eMail invite can be marked with a checkbox | |
| Version | 80360 | Planned for 15.05.2024 |
| General | Following an update to Microsoft Office 365 documents no longer display correctly. This version temporarily remediates this issue until we get a permanent solution from Microsoft. The fix requires Adobe Reader to be installed and set as default for PDFs. | |
| Health | We enabled the possibility to delete lab value tests | |
| We added sort order capabilities for sections and measures allowing close control over the lab values sheet and export | ||
| Operations | We corrected an error in the entry field for the value of produced energy | |
| Power BI | We released the customizable reporting analytics deck (available for Family Offices only) | |
| Version | 80352 | Released 05.02.2024 |
| Version | 80350 | Released 31.01.2024 |
| General | We partnered with Aquarius to provide MyPrivate on MacOS platform via Parallels | |
| We fixed an issue whereby the document manager would not show the document after scan | ||
| Pension fund | When entering a new account statement the currency is automatically set | |
| Ecology | We corrected an issue whereby the CO2 emissions for travel were not calculated correctly | |
| Accounts | We improved the performance of the module | |
| Statements | We improved the performance of the statements module | |
| We fixed an issue with the calculation of property values on the balance sheet | ||
| Travel | We have improved the layout of the travel itinerary map | |
| We have improved the checklist functionality and added the possibility to copy the checklist from another trip | ||
| We added the possibility to override the number of travelers for a given flight | ||
| We added the possibility to enter the booking reference and membership number to a flight reservation | ||
| Version | 80342 | Released 30.12.2023 |
| General | A refreshed demo data set for 2024 has been prepared | |
| We fixed an issue whereby in some cases opening the document manager would result in a crash | ||
| We refeshed the icons for a number of modules | ||
| Family | We added the possibility to enter the origin of income, including employers and trusts | |
| Health | We added a progress bar during generation of the Excel file with laboratory values | |
| Talent | A brand new set of capabilities has been added to support and track the Family's philantropical objectives and actions | |
| We renamed the module "Talent" to "Development" to better reflect its functionality | ||
| Payments | We improved the sort order of allocations, and moved archived items to the end of the list | |
| Financing | We added the possibility to enter financing disbursements through the payments module | |
| Portfolio | We fixed a bug whereby the portfolio inventory would not render under certain conditions | |
| Version | 80320 | Released 26.11.2023 |
| General | We corrected a bug whereby in some cases pasting an image would not work | |
| Residence | We implemented the notion of transformation projects and WBS rollup for house improvements | |
| Operations | The follow-up date for a maintenance activity can now be entered and is included in the calendar | |
| We added the possibility to categorize maintenance on the residence, installation and garden as Corrective, Preventive or Enhancement | ||
| Personnel | We have added the possibility to enter directly company details if the household employee is paid through an agency | |
| If you delete accidentally a settlement period, it will now be recreated automatically for you | ||
| We added the gross salary on the Personnel Analytics | ||
| Version | 80315 | Released 01.11.2023 |
| General | We improved the layout of cashflow screens across the modules | |
| We fixed an issue where a class of PDF documents was not rendered correctly | ||
| Residence | We added the payment and return of rental deposits for rented properties | |
| Accounts | The new Account Insight Analytics measures to what extent spend is accurately accounted for | |
| Payments | We added the possibility to define filters on incoming external documents | |
| We adedd support for recurring payments | ||
| Version | 80300 | Released 01.10.2023 |
| General | We have completed the migration to the modern webview control for document managemen | |
| We added support for attachment of sound files (m4A, wav, mp4) | ||
| We improved french and german translations of the software | ||
| Accounts | We added the option to re-apply the business allocation rules to a loaded CAMT file | |
| Budget | We added the possibility to budget for the projected performance of each portfolio | |
| Mortgages | We fixed a calculation error in the summary view | |
| Version | 80290 | Released 25.08.2023 |
| General | We have improved the translations for French and German language | |
| We have published a refreshed and improved set of demonstration data | ||
| We have added the possibility to toggle checkboxes with the space bar, no longer requiring a mouse click | ||
| On image fields for selected modules, you can now automatically search suitable images from the internet through Bing | ||
| On image fields, you can now retrieve the last camera capture with a simple right-click | ||
| We have increased the number of attached documents by record from 10 to 20 | ||
| We have fixed an issue where a scan without paper in the feeder would crash the application | ||
| Residence | We have changed the sort order on the transformations tab for projects, showing budget items on top | |
| Tenants | The rental income summary will now also include entries without a due date set | |
| We have added a sophisticated rental analysis tab showing rental calendar, occupancy and average rates, consolidated, by property or by rental unit | ||
| We have added start/end dates on the rental income tab | ||
| We have corrected and error where the rental overdue amount was not shown correctly in foreign currency | ||
| We have improved the home screen for rental contracts | ||
| Legal | We have added a budget tab | |
| On a legal case the respective indicators for Plaintiff and defendant have been added | ||
| We have added a tab to track a threaded course of events providing detailed documentation for further action | ||
| We have added a tab allowing the tracking of reasoned and clean legal opinions | ||
| We have improved the automatic sorting of judicial procedure steps | ||
| We have added additional fields on the stakeholder tab | ||
| Budget | We have corrected an issue where the budget could sometimes not be created | |
| Taxes | We have added the year selector on the tax summary tab | |
| Version | 80280 | Released 30.07.2023 |
| General | We have implemented the new Edge Browser control in the document manager | |
| On image fields the user can now use the shortcuts Ctrl-C and Vtrl-V | ||
| Health | The tab showing Processed Invoices has the selector enabled for export | |
| On the tab "Addresses" the type of address is now visible | ||
| Accounts | We have corrected an issue where accents were not processed correctly during CAMT import | |
| Payments | We have corrected an error in the Top Allocation chart of the analytics | |
| Statements | The profit or loss from the Portfolio module is now added to the change in net worth calculation | |
| Taxes | The tax checklist supports now attachments, and can be copied to the following years | |
| We have added default values for the tax addresses | ||
| Version | 80240 | Released 30.04.2023 |
| General | The account holders now receive default values | |
| The default length for generated values is set to 14-16 and can be customized through 2 new parameters | ||
| The document manager has now a "save as" button, facilitating the export of documents | ||
| Residence | We added the insurance cost in the TCO calculation | |
| We refined the TCO calculation for maintenance and repair | ||
| Tenants | Variable rental charges can now be detailed using up to 5 different components per contracts | |
| We have added a notepad to the rental income tab | ||
| Pension fund | We corrected the calculation of the average 3 year contribution for private pensions | |
| Budget | We have corrected the sort order on the budget detail report | |
| Taxes | We improved the view on deductible invoices | |
| Portfolio | We have improved the stability of stock quote downloads | |
| Collectibles | We have corrected a bug whereby the item numbering was incorrect if multiple residences were selected | |
| A new tab "Benchmark" allows you to select the items to be included into the Benchmark report | ||
| The object properties translate now automatically when the language is changed | ||
| Cellar | We added the possibility to print a worksheet for the cellar to capture comments and consumption | |
| During first time installation, we download by default the full wine catalog | ||
| When adding new bottles, it is now possible to directly enter the years before/after/at the peak of consumption. | ||
| Version | 80220 | Released 20.03.2023 |
| General | We added an option to toggle between the regular tab menu and a drop down menu providing more screen real estate | |
| The document manager has been simplied and now supports single page scanners with document feeder | ||
| We added (partial) support for older scanners | ||
| We added the foreign currency values on the cash flow summary views | ||
| Health | We corrected display errors in the Insight Analytics graphs | |
| We improved the formatting of the Health Report | ||
| Residence | The Project field in the transformation tab has been converted to a simple drop-down | |
| We corrected a bug where the value of the transformations was not always correctly included in the valuation | ||
| We corrected an anomaly in the TCO calculation for the mortgage component | ||
| Talent | Printing of "competencies under development" has been disabled if there are none | |
| Payments | We corrected a bug in the [Payments] tab that did not allow you to change the bank account into a portfolio account | |
| We added a worksheet listing possible invoice allocations | ||
| We corrected an error in the BIC validation algorithm | ||
| The type for incoming external documents from Outlook or a Folder are now set by default to "supplier invoice" | ||
| For direct debits and card payments the payment date is now automatically set to the document date | ||
| We redesigned the supplier address entry form and supplied default values | ||
| If an IBAN is recognized and no QR is present the payment type will automatically default to IBAN | ||
| We corrected a bug whereby an attached document would not be immediately visible during detail entry | ||
| Statements | We added the analysis for the change in net worth | |
| We added 2 accounts on the balance sheets to capture incoming/outgoing liquidity on a date in the future | ||
| Collectibles | We added an inventory count list to support the periodic counting process | |
| We corrected a bug whereby some objects could not be deleted | ||
| We have added a field for the tag of an object | ||
| We added the Insights page to the module | ||
| Version | 80203 | Released 30.01.2023 |
| General | We have quadrupled the speed of conversion of scanned documents into PDF format | |
| We have added support for duplex scanners with manual feed | ||
| We have refreshed the icons for selected modules | ||
| We have added the possibility to leverage the FoxIt PDF reader for Document Management, providing a better user experience | ||
| Health | We have added a new "Hold" status for health invoices requiring clarification | |
| We have added the possibility to update the invoice processing status directly from the summary screen | ||
| We have streamlined the health invoice detail view | ||
| A new report allows you to print a weekly paper sheet to capture weight, pressure and pulse | ||
| Residence | We have corrected a bug with the TCO calculation whereby the equipment cost was counted twice | |
| The cost of personnel is now included into the overall residence TCO calculation | ||
| We have simplied the tracking of transformations | ||
| We fixed a bug related to the posting of transformation cost to the financial statements | ||
| Tenants | We added for single period rentals the possibility to enter the exact date range and to show the average daily rate | |
| We added the possibility on the rental tab to book prepaid rentals into actual rental period | ||
| We added a new tab to facilitate the entry of the tenant address and bank account details | ||
| We added a new tab to register tenant feedback, observations and testimonials | ||
| Talent | We have added worksheets in PDF format for the management of Lominger behavioral competences | |
| We have added the possibility to print playing cards for the Rokeach Family Values Game | ||
| Payments | We have added the possibility to print the payment protocol after ebanking instruction generation | |
| We have sped up by a factor of 10 the processing and analysis of QR invoices | ||
| We have added the application of OCR to PDF invoices with embedded images | ||
| Statements | We added a new worksheet to review actuals and set targets for the Griffith ratios | |
| Collectibles | We have added a field to register the location or tag of an object | |
| We have added the taxonomy for photographs | ||
| We have added subtotals by type in the valuation reports | ||
| Version | 60260 | Released 30.01.2023 |
| General | The 60000 build range has reached end of life and will only receive selected improvements from now on | |
| Version | 60254 | Released 20.12.2022 |
| General | Automatic backups are no longer suggested for auxiliary workstations | |
| We have fixed an issue where accentuated characters in the system parameters were not allowed | ||
| We have introduced many new default values during data entry | ||
| We have added the possibility to download and re-install a fresh set of demo data | ||
| We have implemented a recycle bin for deleted records | ||
| We have doubled the speed of generating reports in PDF format | ||
| Talent | We have added an entry in the chart of accounts to track personal development expenses | |
| Payments | In some cases for French and German installations the invoice was not recognized properly | |
| Statements | We have improved the reliability of insights captures and prefill now additional data fields | |
| We have improved the ergonomy of the Griffith Ratio sharing | ||
| Version | 60250 | Released 22.11.2022 |
| General | We have improved the ergonomy for screen sizes of the Surface Pro & Laptop family | |
| The full MyPrivate Family Office Handbook is now accessible from the Home screen | ||
| Residence | We have transferred the tenants and mortgages tabs to the new modules "Tenants" and "Mortgages" | |
| Tenants | We have corrected a bug related to rental contracts in foreign currency | |
| We have implemented new analytics for the the [Tenants] module | ||
| We have buillt & released the new [Tenants] module with increased ease of use | ||
| Vehicles | We have corrected the Vehicle analytics where lease and depreciation were double counted | |
| Accounts | We have further improved the processing speed of the module | |
| Payments | The payment types "Managed cash expense" and "Unmnagaed cash expense" have been deprecated | |
| Statements | We have added a toggle to show/hide the chart of account codes | |
| Mortgages | We have corrected an anomaly that occurred under certain circumstances during refinancing | |
| We have implemented new analytics for the the [Mortgages] module | ||
| We have buillt & released the new [Mortgages] module with increased ease of use | ||
| Version | 60240 | Released 30.09.2022 |
| General | We have added a tab in the control panel to view/manage the status of available scanner | |
| We have added the possibility to scan in duplex mode | ||
| Accounts | We have substantially improved the performance of balance calculations | |
| Taxes | We added the option to export all tax deductible invoices for one or all tax accounts to a single folder supported by an Excel index | |
| We added the possibility to assign the fiscal account to a tax deductible invoice | ||
| Version | 60230 | Released 31.07.2022 |
| General | We have improved the error correction flow including a traceability mechanism | |
| Mandatory fields are now marked with an asterisk (*) | ||
| We published the MyPrivate Family Office Handbook on the MyPrivate Website (Manuals, English only) | ||
| Residence | We have added a new tab showing the Total Cost of Ownership of a residence, a single unit or fully consolidated view | |
| Accounts | CAMT.051 entries are now also automatically matched against direct debits / card payments | |
| Payments | We have fixed an issue where under some circumstances the household expenses would not be posted | |
| We fixed an issue where sometimes the description of the QR code was not extracted | ||
| For Swiss domestic payments we supply the Clearing Number, eliminating the need to enter the BIC | ||
| Statements | The calculation of the Griffith ratios have been improved | |
| Events | We have released the brand new Event Planning module. | |
| Version | 60220 | Released 31.05.2022 |
| General | We have added a parameter to customize the date format on the reports | |
| We have improved the stability of the Document Manager | ||
| We have added the possibility to merge/harmonize user defined codes in the various modules | ||
| System | We fixed a bug whereby under certain conditions the synchronization would fail | |
| Residence | We have fixed a bug whereby the rental income creation would fail under some conditions | |
| The layout of the summary reports for mortgages and tenants has been improved | ||
| Accounts | We have improved the performance of account balance calculations | |
| Payments | When entering credit card invoices, it is now possible to specify the closing balance that will generate directly the period end statement in the Accounts module | |
| The ScannedMailFolder is now operational. When set, MyPrivate will load new scans in the database upon opening of the Payments module | ||
| A currency conversion bug has been corrected that occurred during entry of a credit card invoice in foreign currency | ||
| We have improved the error management in case the OCR handler cannot be found during bill analysis | ||
| Users of a manual QR reader (eg pay-eye) can scan the QR code manually if needed | ||
| We eliminated screen flickering during the retrieval of messages from Outlook | ||
| When attaching a document to a payment MyPrivate will default automatically to the last folder | ||
| Portfolio accounts can now be selected to register payments in the various modules | ||
| Taxes | The notion of tax deduction codes has been deprecated and replaced by a simple checkbox | |
| Version | 60210 | Released 31.03.2022 |
| General | Captions have been improved across all modules and the translations in german and french have been completed | |
| A new progress bar has been introduced; additional screen real estate has become available | ||
| Attachments are now accessible directly from the summary view | ||
| A new, improved document manager has been implemented | ||
| The new MyPrivate Family Office Handbook is now available for download | ||
| Temporary files created during OCR/QR analysis are now immediately cleaned up upon completion | ||
| Residence | The leasing installments and payyments are now directly accessible from the main tab. A new option has been added to toggle between installments/payments | |
| A total has been added on the lease payments summary screen | ||
| Transformations can now be rolled up into a master project. A new option has been added providing consolidated totals for the project | ||
| Rental income and payments are now directly accessible from the main tabs; in addition an option has been added to switch between tenants and toggle between payments/income | ||
| The mortgage installments and payments are now directly accessible from the main tabs; in addition an option has been added to switch between mortgages and toggle between payments/installments | ||
| On the mortgage summary screen the interest rate is now shown with 2 decimals | ||
| Consumption totals are now shown, provided that the same unit of measure is used | ||
| Personnel | The payslip calculation engine has now also access to the detail of hours reported, as well as IBAN and BIC | |
| Due to a bug, in some cases the time on a time card would not display correctly | ||
| The sort order of the tax return drop down in the posting tab has been improved | ||
| Pension fund | Due to a bug, an account number could not be entered into the Inpayments tab | |
| Ecology | The layout of the main screen has been improved and the images have been refreshed | |
| Accounts | CAMT053 files can now be imported automatically from a folder | |
| Payments | A new parameter MP_MAX_OUTLOOK_DOCUMENTS (default 10) limits the number of new documents that will be retrieved by MyPrivate in one time | |
| If a Swiss QR code cannot be read, MyPrivate will now automatically apply OCR to retrieve Creditor Reference, IBAN and BIC | ||
| The payment reconciliation form sorts now by date | ||
| New parameters MP_RECONCILE_DEBIT_CARD and MP_RECONCILE_CREDIT_CARD have been added (default value is FALSE). If set, payments by Credit Card and Debit Card can be reconciled explicitly through the payment reconciliation form | ||
| During payment reconciliation, an aoption has been added to filter on a specific account | ||
| An issue was fixes where Swiss IBAN accounts with a letter at the end would not be recognized | ||
| The performance of the OCR/QR analysis has been substantially improved | ||
| During payment posting, if an object is required, a clear description is now displayed | ||
| Support for UTF-8 (accents) has been added | ||
| Possibility to use a QR code scanner (e.g. Pay-Eye) | ||
| During OCR/QR analysis it is no longer needed to specify the type of search (IBAN/ESR/QR) | ||
| Version | 60180 | Released 05.10.2021 |
| General | The navigator control status is now restored during opening of a module | |
| After installing an update the program no longer switches automatically to demo mode | ||
| Residence | One-off rental with manually entered period and rent can now be managed | |
| Pension fund | Projections can now also be made by manually specifying monthly contributions | |
| Talent | 0 | |
| Family values can now be analyzed graphically | ||
| Payments | On non-english Office Installs the BVR and QR codes were sometimes not recognized | |
| The formatting of the analytics screen has been improved | ||
| The list of invoices to be paid is now always sorted by due date | ||
| Version | 60170 | Released 16.08.2022 |
| General | MyPrivate can now be installed on Windows with different system languages | |
| The performance of list views has been improved, as well as the analytics | ||
| Operations | Totals have been added for consumption on gas, water, wood and heating oil | |
| The type and manufacturer field list selection has been improved | ||
| Credit card accounts could not be selected in some screens of the equipment module | ||
| Payments | Bank account and identifier entered on a payment are now copied automatically to the address record. | |
| The performance of the Payments module has been improved | ||
| In some cases, invoices were posted to the wrong module tab. A screen to review and correct errors has been added. | ||
| The performance of the Payments module has been improved | ||
| Taxes | A new setup table has been added to categorize tax deductible invoices | |
| Version | 60160 | Released 07.07.2021 |
| General | Improved color scheme for write-enabled fields | |
| The user now gets a warning if the screen resolution is too low | ||
| Under certain conditions credit card spend was not visible in the modules | ||
| System | The synchronisation engine has been written and is now 10x faster and no longer requires SQL Server to be installed | |
| Operations | A new tab in the equipment module reports on the household value for insurance purposes | |
| Vehicles | It is now possible to mark a car as company-car, allowing to manage the information without being added to the family assets | |
| Personnel | The german template for salary payments has been added | |
| Ecology | The Ecology module now provides access to the year selector | |
| Accounts | The sort order and year selection on closing statements have been corrected | |
| The account to account transfer has been split into a Transfer In and a Transfer Out screen for ease of use | ||
| Payments | Under certain conditions changing the allocation filter would crash the program | |
| The US bank and check payment methods have been merged into a single Bill-Pay method | ||
| Collectibles | Support for the Hovercam slingshot function | |
| The collectibles module will show only categories that contain at least one item | ||
| Version | 60150 | Released 24.04.2021 |
| General | The account movements were not propagated correctly | |
| Added option to open the installation folder from the homepage | ||
| Deprecated the rotating panels on the home screen | ||
| Health | The drop-down field for Illness/Accident did not filter correctly | |
| Vehicles | Marking a vehicle as "commercial vehicle" caused a crash | |
| Statements | Added capability to compare financial ratios against an external sample population | |
| Budget | Added a new tab with the chart of accounts | |
| Portfolio | Improved the error handling during the download of stock prices | |
| Collectibles | Added a collectibles report without prices for benchmarking purposes | |
| Added the possibility to assemble a reporting book | ||
| Version | 60135 | Released 12.03.2021 |
| General | This release includes the capability to import version 5 data | |
| Residence | The summary view layout has been optimized, with increased search speed | |
| Accounts | CAMT.053 statements without IBAN indication (e.g. Credit Suisse) can now be loaded using an alternate account number | |
| Payments | The UK eBanking format (BACS) has been added | |
| Budget | The "reset values" option on the budget is now operational | |
| Financing | The drop-down list with suggested descriptions was incorrect | |
| Portfolio | There is no longer the need to manually configure stock price retrieval parameters | |
| Cashflow transactions can now be applied against portfolio accounts as well | ||
| If you create a limit order without a date the screen does no longer open | ||
| Nutrition | Print option has been added to the planning tab | |
| Steps have been added to the recipes | ||
| Line numbers have been added to the recipe ingredients | ||
| Version | 60125 | Released 02.02.2020 |
| General | All document tabs have the year selection disabledConfiguration parameter values are kept during updates | |
| The credit card account has been moved to the right category | ||
| Various stability issues have been fixed | ||
| After installing/reinstalling different scanners the listed names are now updated | ||
| A new parameter has been added allowing to choose the preferred location for temporary files | ||
| Closing the application through [X] allows the user to bypass the automatic backup | ||
| Added panel with database health indicator and compact/repair function | ||
| The setup procedure allows the user to change the default installation folder | ||
| Residence | Tenant email address used for rental receipt can now be entered directly | |
| Pension fund | In some cases the closing balance of a statement was not taken into account | |
| Ecology | Emissions related to nutrition are calculated | |
| Accounts | Disable possibility to rename or delete account categories | |
| Payments | Corrected an issue where BVR/ESR codes were not recognized correctly if not on last page | |
| Credit card payment restrict the account to a list of credit cards | ||
| The program no longer crashes when Outlook parameters are incorrectly set | ||
| When credit card payment is selected, object does not contain credit cards | ||
| Collectibles | Enabled possibility to add documents | |
| Version | 60120 | Released 19.01.2020 |
| General | Bug fix related to missing screen translation | |
| Added 200+ translations | ||
| Payments | Credit card payment restrict the account to a list of credit cards | |
| After selecting a new document type the object selection is no longer erased | ||
| Payment date will default to spend date if not set | ||
| Version | 60118 | Released 18.01.2020 |
| General | During installation the check on the Microsoft Access Versiion is no longer performed | |
| A number of missing primary keys have been added | ||
| A parameter is now available to avoid rotating display of module highlights | ||
| Obsolete equipment can now be hidden or shown in the Sports, Leisure and Pets modules | ||
| Health | An address created in the [Address] tab is now immediately available in other tabs | |
| Accounts | Add cash transfer, then tab "cash [G] -> not updatabed balance | |
| Payments | The PAIN.001 payment file has been adjusted to meet Swiss Postfinance requirements | |
| Document icons are now added imemdiately for files created by MyPrivate | ||
| Posting of mortgage payments in the Paymemts module has been corrected | ||
| Taxes | The checkboxes Submitted and Accepted can now be changed | |
| Portfolio | Missing translations in the Portfolio module have been added | |
| Version | 60112 | Released 04.01.2020 |
| Version | 60000 | Released 09.01.2020 |
| General | New home screen layout with direct access to all modules | |
| View on 4 major exchange rates on the home screen with manual refresh option | ||
| Screen layout resdesigned according to modern standards | ||
| New home screen offers 4 customizable images to better distinguish between "own data" and "demo data" | ||
| Anonymous submission of modules/tabs accessed to support a more foucsed development process | ||
| Foreign currency rates are now automatically updated | ||
| Expenses entered directly in the modules have now an expense date as well as a payment date | ||
| Core engine rewritten for faster response times | ||
| Filter by keyword capability on summary screens | ||
| Implementation of a new, fresh orange/gray color scheme | ||
| Redesigned reports with better rendering | ||
| Integration of the calendar with important dates/events into the home screen | ||
| Redesigned document manager with support for flatbed and automatic feeder | ||
| Analytics accessible directly from within the modules | ||
| Expenses entered directly in the modules can be allocated to a bank account | ||
| System | Redesigned engine leveraging SQL Server instead of File-based copy | |
| New synchronization engine allows for full and incremental inbound and outbound sync | ||
| Family | Integration of the addresbook into a new tab | |
| Insignt analytics directly accessible from within the module | ||
| Health | New tab allows you to track observations over time (e.g. moles) | |
| Insight analytics directly accessible from within the module | ||
| Pets | New tab allows you to manage equipment related to your animals | |
| Insight analytics directly accessible from within the module | ||
| Residence | Mortgage payment allocation redesigned from Open Item to Balance Forward for greater ease of use | |
| Insight analytics directly accessible from within the module | ||
| Rental income redesigned from Open Item to Balance Forward for greater ease of use | ||
| Operations | Aligment between all types of equipment | |
| Capability to allocate any type of equipment to a collectibles category | ||
| New link between Equipment and the new Collectibles Module | ||
| Insight analytics directly accessible from within the module | ||
| Simplified data entry screens for electricity, heating oil, water, gas and wood | ||
| New capability to track and account for electricity produced (e.g. from solar panels) | ||
| Vehicles | Simplified data entry screen for tracking of consumption | |
| Insight analytics directly accessible from within the module | ||
| Insurances | Redesigned 12-month rolling forecast of insurance premiums | |
| Insight analytics directly accessible from within the module | ||
| Coverage, inclusion and exclusions are now accessible from the home screen | ||
| Pension fund | Insight analytics directly accessible from within the module | |
| Redesigned projected revenue at retirement for ease of use | ||
| Ecology | Insight analytics directly accessible from within the module | |
| Accounts | Transaction history collects movements from across all modules | |
| New Transfer Tab combines Account-to-Account movements and Manual Transactions | ||
| Deprecated functionality to create payment file for account-to-account movements | ||
| Payments | New single page design for invoice processing, with data on the left and original document on the right | |
| Rebranded module from "Payments" to "Transactions" | ||
| Support for the new Swiss QR Bill | ||
| Reading of QR code by the software without need for extra equipment (e.g. Pay Eye or QR bar code reader) | ||
| Capability to retrieve bills automatically from Outlook or a Folder | ||
| Automatic extraction of IBAN and Swiss Reference Numbers from eBills in PDF format | ||
| All types of spend are now easily classified through 4 main types and 8 subtypes | ||
| Replacement of the 4 allocation drop downs by a single, multi-select list of all possible allocations | ||
| Extensive error checking prior to posting combined with record lock after post | ||
| Reconciliation tab has new capability to view all invoices and unreconcile | ||
| Automatic extraction of IBAN and Swiss Reference Numbers from scanned documents through OCR | ||
| Statements | Option to share Griffith Ratios anonymously and benchmark own position | |
| Insight analytics directly accessible from within the module | ||
| Possibility to enter adjustments with audit trail | ||
| Griffith Ratios are now calculated leveraging numbers from the financial reports | ||
| Redesigned Griffith Ratio Analysis report | ||
| Redesigned Balance Sheet report | ||
| Redesigned Income & Expenses report | ||
| Redesigned chart of accounts | ||
| New Chart of Accounts tab | ||
| Budget | Redesigned budget leveraging the new chart of accounts | |
| Merging of the old Annual and Monthly views into a single Quarterly/Annual View | ||
| A new tab shows detailed budgeted change in Net Worth | ||
| Insight analytics directly accessible from within the module | ||
| Taxes | An extensive tax preparation checklist is now included | |
| A new tab enables the review and selection of deductible invoices | ||
| Insight analytics directly accessible from within the module | ||
| Financing | Capability to track multiple loans in multiple currencies to family members or third parties | |
| Insight analytics directly accessible from within the module | ||
| Complete redesign of the module to better suit the needs of interfamily financing | ||
| Allocation of reimbursements redesigned from Open Item to Balance Forward for greater ease of use | ||
| Optional setup of a reimbursement schedule | ||
| Portfolio | New capability to manage cash portion in multiple currencies for a single portfolio | |
| Redesigned conversion from limit orders into transactions for greater ease of use | ||
| New tab allowing the management of Materials, in addition of Stock/Bonds/Funds | ||
| Replacement of the stock quote provider by a new, free stock service with high performance and access to 50 stockmarkets | ||
| Insight analytics directly accessible from within the module | ||
| Collectibles | Taxonomy for household objects marked as "collectibles" can be refined in this module | |
| New evaluation worksheet for inventory takes | ||
| Access to appraisal reports (succession, tax, insurance) available as standard report | ||
| Improved management of stones, colored stones and pearls for jewelry objects | ||
| Refreshed taxonomy for 29 main categories of collectibles and 230+ predefined attributes | ||
| Replaces the deprecated "Collections" module | ||
| Improved management of custom attributes | ||
| Sport | Insight analytics directly accessible from within the module | |
| Leisure | Insight analytics directly accessible from within the module | |
| Travel | Insight analytics directly accessible from within the module | |
| Checklists now supports both generic and trip specific items | ||
| Nutrition | The previous "Recipes" module is now renamed to "Nutrition" | |
| New capability to establish a meal plan based on your recipes for one or more weeks and review calorific values | ||
| New capability to produce a single shopping list with required ingredients for the meal plan | ||
| Cellar | Insight analytics directly accessible from within the module | |
| Screen layout and transactions redesigned for greater ease of use | ||
| New capability to manage cellar properties and capacity | ||