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Discussions InvestWell Corporate - SQL What's new in InvestWell?

Version Update 16th Oct '17


Hi,


We have released updates for IW Corporate Version with some bug fixes and deliver on some suggestions.


Date Type Client Module Description
10/10/2017 Bug Fix Aditya Sethi Client Portfolio - 1A Report Annualized Return not Same in Single Transaction and for respective sub Total
04/10/2017 Suggestion Self Division By Zero If MF Nav Not Found then we download automaticlly Fill Latest Date Nav from NAv_Tran Table and Fill in NAv Last with Proper Message of Percentage.
11/10/2017 Bug Fix Self XIRR Report(5 Yr) Excel Export Error, Handle 2016 office compatibility issue
11/10/2017 Bug Fix Self Bill Excel Export should be Bill No wise.
11/10/2017 Bug Fix Dalal Brocha Investr Data Mining-Report Tab Investor Data Mining, RM Filter Should work on "Unrealised LT/ST Gain and ELSS Units > 3 Yrs" in Excel File option also
11/10/2017 Bug Fix Jain Wealth Manager Error in DailyFeed Xls File import error of some Driver (1), Remove some update of window then it work, See detail on Freshdesk Link:
https://investwell.freshdesk.com/solution/articles/19000069832-error-in-excel-file-import-in-daily-feed-insurance-share-fd-asset-class-nj-rta
12/10/2017 Bug Fix Vijay Bhawri Client Bill Save Remark in Client Bill Grid.
14/10/2017 Bug Fix KFIC Client Portfolio Give Scheme Recommendation In Next Page, Page Break before Start Recommendation.
12/10/2017 Bug Fix Rajesh Jain CAS File Import CAS Import, Handle Junk Data that comes in Scheme and Type mapping.
12/10/2017 Bug Fix Care Wealth Bank Master Bank Master Error, When we enter incorrect MICR/IFSC then gives Error.
13/10/2017 Suggestion Self Client Portfolio - 1A Report Set the Purchase Date after Div Rein Flag, and First column start with Tran Type.
11/10/2017 Suggestion Naik W Client Watch - MIS Menu Add column for PAN in Client watch Grid list/Excel/Report also.


Best

Team InvestWell


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