The release note contains details of the changes included in Platinum release v28.4.

Ever wondered how to seamlessly prepare and join data tables for your reports in Report~Pro? This course provides clear instructions and practical examples, you'll gain the confidence to prepare your own datasets and streamline your reporting workflow.

Batch processes and invoice chaser letters for customer fee invoices

Detailing the process to pay benefits to beneficiaries as Death Benefit Lump Sums.

Create and manage SIPP Asset Groups.

Processes to upload all feed files from external providers.

Create, manage and monitor worklogs.

Manage user access rights for Platinum.

Create and manage cash and in-specie transfers out.

Create and manage cash and in-specie transfers in.

Manage System Parameters & Drop-Down lists.

Create and manage SSAS schemes.

Create and manage SSAS members.

Create and manage SIPP True Groups.

Create and manage SIPP schemes.

Create and manage SIPP members.

Access custom features such as the address lookup service or add a company logo.

Reverse & Refund cash transactions.

Manage and run regulatory and management information reports.

Run batch processes to issue property rental invoices and chaser letters in bulk.