April was an exciting month with our new Xero integration and advanced search features both being released. We also implemented more branding options for investor communications. And that’s not all, read our full list of new features, improvements and fixes below.
Xero integration
- We released the new Xero integration feature. With this integration enabled, when key events happen in Registry Direct — like applications, capital calls, distributions, or redemptions — the corresponding accounting entries are automatically created in Xero. That means less manual work, cleaner reconciliation, and greater confidence that your investor registry and your financials are always in sync.
Search
- We released the new advanced search feature. Along with holders, Issuer users can now search for contacts, users, applications and capital calls, payments and security certificates. Searches can be performed across clients or limited to the current issuer or client. In addition, a new advanced search page allows further filtering of results.
- When searching holders, the Issuer name is now included in the search result.
Branding
- Users may now add more client branding to emails to investors. Email branding can be set up in the Client and Issuer profile pages and allows you to include custom text, button and background colours, as well as custom disclaimer copy.
- For certificated securities, if an issuer brand colour has been selected, the brand colour will be used for the certificate border and title colour.
Communications
- Custom messages to investors now support adding Word documents as attachments, as well as pdfs.
- The salutation for communications to read-only investors who are copied-in to emails to the primary holder has been changed – it now addresses the read-only user who is the recipient of the communication, rather than the primary contact of the holding.
Applications
- Issuers now have the option to add a free text Note field to the application form submission step.
- If an application is submitted with missing documents, issuers now can check a checkbox on the Application details page to mark they are satisfied all documents have been supplied. This is useful when documents have been added separately to an applicant’s contact detail page.
- The Application details ‘Submitted details’ tab and the application transcript will now show tax declaration responses when the answer is No, for a full record.
- Fixed a bug in the application transcript pdf execution clause resulting in the trust and the corporate trustee displaying in the wrong order in the holder name.
- Fixed a bug in the application details ‘Submitted details’ tab and pdf transcript which resulted in the ‘Reason for not supplying ABN’ row displaying when the ABN had been supplied.
- Fixed a bug in the application form Applicant profile step which resulted in the user not being able to enter the advisor name and company.
Holder details
- Updates to bank account details which only add or remove spaces or dashes will no longer register as a change to bank details.
- The Holder details page ‘Communications tab’ table columns have been reinstated to the previous version to provide the same functionality as the Communications Outbox table.
- Fixed a bug which allowed a user to add non-existent tags to a holder, resulting in an error. Tags can now only be added to a holder if they have been first created in the holder tag management page.
Contacts
- Added ‘Unit trust’ to the trust type selection when editing or creating contacts, and when applying as a trust in the application form.
- The Contact details page ‘Activity log’ tab has now been fully implemented in the Issuer centre, so now when viewing an activity log detail in the Issuer centre, the user is no longer routed to the client centre.
Performance and useability
- Large tables will now fit within the window height, with a fixed header and scrolling rows, so that header, pagination and horizontal scrollbars are always visible on screen.
- The loading speed when moving from the Payment setup screen to the Payment draft screen has been improved.
- The loading speed of the Client centre All issuers page has been improved.
User access
- Client centre read-only users can now view the AML/CTF verification section.
- Client admin and read-only users can now see Client centre messages in the Issuer centre on the Holder details page Communications tab.
Billing
- You can now assign and edit a billing issuer for contact verification charges.
Capitalisation table
- Users now have the ability to hide securities with a zero balance in the capitalisation table.
CRS report
- The CRS report will now report controlling persons with foreign indicia even when tax declarations are missing. This addresses potential under-reporting to the ATO.
Activity logs
- An activity log is now created when a user requests a GreenID verification.
VIP summary
- HIN/SRNs are now displayed in the VIP summary table.
Accrual securities
- Accrual securities now default to 2 decimal places for unit calculation and display.