Omni Version 12.8 – 2009

The main changes are:

1.       Commission – commission received by the SIPP operator on bank accounts (and investments) can be stored

2.       Internal Transfers – funds can now be transferred internally from vested of one member to another etc

3.       Archiving Stocks – investments can be archived from the main Stocks

4.       Investment Transactions – a list of all transactions across all schemes for a specific investment/fund can be obtained

5.       Death Benefits and Taxes – bank transactions and benefit payments can be categorised as LTA charges, USP tax charges or death benefits

6.       Reviving invoices – if an invoice has been finalised and is later amended, a record of the invoice prior to the amendment is stored.

7.       Settings. Extra settings have been added for Commission and Archiving Stocks.

8.       Scope for Pension – a list of all pension payments paid so far in a pension year, plus the scope for additional payments this year.

 

Minor changes include a new bank transaction category for ‘New Borrowing’.

 

… and, for those firms subscribing to the Payroll module, the additions are: