This article is applicable to the Troika product only.
The following issues were addressed in the release of Troika version 2.09.015.
New Features
[Support #25819] If an edit has been made to a transaction, the basic details of the last change made (details of when and by whom) will show on the transaction edit screen. Further details of what was changed can be found on the Audit Trail report in Global reports, if required.
[Support #25575] The R185 form for trust income is now available, and populates with the basic trust administration details.
[Support #26070] It is now possible to create a client review which is available for all entity types, as opposed to having to narrow down to only Company/Trust/Individual/Foundation or Estate.
Fixes and Changes
[Support #25791] An amendment has been made to ensure a warning message will appear when deleting a transaction on a billing entity, if that transaction has already been submitted on a VAT return.
[Support #25872] A correction has been made to ensure the import of library template documents within Accounts Production works without error.
[Support #25881] A correction has been made to avoid an error on opening Trial Balance, where a client period has not already been pre-selected.
[Support #25985] An issue where deleted Directors/Secretaries continued to display within Client Details - Edit > Registers/Lists tab has been corrected.
The following probate specific issues were addressed in the release of Troika version 2.09.015.
New Features
[Support #25820] The new 04/21 version of IHT436 released by HMRC is now included within the Wealth Management probate product.
[Support #25575] The R185 form for estate income is now available, and populates with the basic estate administration details.
[Support #25924] The new IHT400 Notes released by HMRC June 2021 are now included within the Wealth Management probate product.
[Support #25922] The new IHT417 form released by HMRC in June 2021 (version 05/20) has been incorporated into Troika.
[Support #25927] The new IHT401 form released by HMRC in June 2021 (version 05/20) has been incorporated into Troika.
[Support #25971] The new IHT206(2020) 205(Notes) form released by HMRC has been incorporated into Troika.
[Support #26009] The new 06/21 version of IHT38 released by HMRC is now included within the Wealth Management probate product.
[Support #26008] The new 06/21 version of IHT35 released by HMRC is now included within the Wealth Management probate product.
Fixes and Changes
[Support #25406] A correction has been made so that any transactions showing income received on an investment within the administration period, will show correctly with a 'DIV [INVESTMENT NAME]' label, as opposed to 'Income - Client Account'.
[Support #25912] Some work has been undertaken to ensure all exemptions and reliefs entered into Load Data are now showing correctly on the Exemptions tab, even if entered as part of an asset entry (405_7, deceased's main residence, for example).
[Support #25747] The IHT30 is now populating with basic information held in Troika about the estate.