This article is applicable to the Troika product only.
The following issues were addressed in the release of Troika, version 2.09.018.
New Features
[Support #27547]
Shortcut links to WealthWorks+ have been added onto Troika module main menus, to assist with easy access to WealthWorks+ when required, without having to return to the Troika Desktop.
Fixes and Changes
[Support #27676]
An issue has been corrected to ensure the Excel export option within 'Reports - WIP' correctly exports both the WIP amount, and WIP amount (including billed) where selected on the Work in Progress by Staff report.
[Support #27438]
Current LP1H and LP1F forms are available within Troika Administrator for Lasting Power of Attorney clients. More information on using these forms can be found on our Support Portal.
[Support #27845]
The new 04/22 version of the R185 (Statement of income from trust) released by HMRC is now included within the Wealth Management product.
The following probate specific issues were addressed in the release of Troika, version 2.09.018.
New Features
[Support #27441]
Users requiring Microsoft Office 64-bit are now able to run standard probate Troika Accounts from Troika itself, without the requirement of needing Microsoft Office 32-bit installed in addition. Please refer to the Support Portal article here for further guidance, or contact support for any further information.
[Support #27792]
You can now collect Assets by Executors. This uses codes 59300 to 59310 which will need to be setup and will require changes to the Estate template. Please contact support for further assistance.
Fixes and Changes
[Support #27484]
An enhancement we made with regards to the sort order on IHT403 gift Load Data entries, caused an error on some probate cliens when entering Load Data. This issue has now been corrected.
[Support #27509]
An issue where the total exemption/relief for IHT403 Question 12 was populating with the exemption/relief from Question 7 in error, has been corrected.
[Support #27844]
The new 04.22 version of the PA1P released by HMRC is now included within the Wealth Management probate product.
[Support #27846]
The new 04/22 version of the R185 (Statement of income from estates) released by HMRC is now included within the Wealth Management probate product.
The following issues were address in the release of Troika, version 2.09.018B.
Fixes and Changes
[Support #27945]
A script error referencing an invalid column name 'ManagedEntity' when advancing Troika from any version prior to 2.09.017, up to 2.09.018, has been corrected.