This article is applicable to the Troika product only.


The following issues were addressed in the release of Troika, version 2.09.021B.


New Features


[Support #00000]

It is now possible to configure the name seen as the sign-off organisation in the inbuilt MSAccess accounts, by populating the AccountsReportName setting within Troika Utilities > System tab > System Settings > Sundry Entries.


[Support #29441]

There are three new fields in Utilities > System tab > System Settings > Sundry Entries, to allow Troika Wealth Management to monitor network connectivity, if required.

  • NetworkCheckInterval - enter the time, in seconds. If this is blank or 0 the monitor won't run.
  • NetworkCheckServerName - enter the server to be pinged.  If this is blank the monitor won't run.
  • NetworkCheckFilePath - enter the file path to write the ping information to.  If blank or non-existent it will just write the output file (outnnn.txt, where nnn is the user id) to the program directory.

The users must have permission to write to the path specified.  All three settings will be blank, by default.  For more information on this, please contact support.


[Support #29582]

The new 04/23 version of R185 'Statement of income from trust' form released by HMRC is now included within the Wealth Management product.


[Support #30051]

It is now possible within the Trial Balance export option to output the consolidated fund nominal balances, when they exist in multi-fund clients.


Fixes and Changes


[Support #29736]

An issue seen when using the 'Email PDF' option in invoicing from the Time & Billing modules, specifically in installations where Troika utilises a MSOffice 64-bit installation, has been corrected.


[Support #29730]

An issue where page numbers were not being suppressed on account production, when additional reports, for example the Share Schedule, were merged with the account templates, has been corrected.


[Support #29792]

For those clients continuing to onboard new clients within Troika, as opposed to WealthWorks+, any new client will be automatically added to the 'Public' Contact Security Group in WealthWorks+ ensuring it is visible in WealthWorks+ from the outset.


[Support #30108]

A change has been made to exclude former clients from WIP reporting.


The following probate specific issues were addressed in the release of Troika, version 2.09.021B.


New Features


[Support #29580]

The new 06/23 version of C4 Corrective Account Form released by HMRC is now included within the Wealth Management probate product.


[Support #29583]

The new 04/23 version of R185 'Statement of income from estate' form released by HMRC is now included within the Wealth Management probate product.


[Support #29704]

The new 07/23 version of C4 Corrective Account Form released by HMRC is now included within the Wealth Management probate product.


[Support #29703]

The new 08/23 version of IHT435 released by HMRC is now included within the Wealth Management probate product.


[Support #29824]

The new 09/23 version of IHT409 released by HMRC is now included within the Wealth Management probate product.


[Support #30133]

The revised 03/23 version of IHT400 released by HMRC is now included within the Wealth Management probate product.


Fixes and Changes


[Support #29581]

The IHT206(2011) form 'Notes to help you fill in form IHT205(2011)' is no longer issued as pdf by HMRC, therefore the option to open this file from within Wealth Management > Client tab > an estate client > IHT & Other Tax Forms has been removed.  Instead users should navigate to HMRC's website, here.


[Support #30059]

An error seen when selecting a Destination in Document Link has been corrected.


[Support #30094]

An issue within the IHT400 Summary report not being available from the 'IHT & Other Tax Forms' option has been corrected.


[Support #30118]

An error seen when running multiple IHT423 forms has been resolved.


[Support #30125]

An issue with the page numbering shown in the 'Pages' field when running an IHT400 form for an estate has been corrected.


[Support #30122]

An issue with Question 56 on the IHT400 Calculation incorrectly populating 'Yes' when the date hasn't passed has been corrected.


[Support #30128]

A change has been made to ensure the question at the top of page 2 on the IHT403 form is now populating with the answer entered within Load Data, subsection IHT403_10.


[Support #30127]

The revised 03/23 version of the IHT400 has resolved an issue where the answers to Questions 44, 48a and 48b were previously shared.