Home > Introduction > Release History > Changes to Help Manuals > Release 4.4.2
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC333 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Expenses |
Within the section headed "Scheme expense rule", the screen image and wording has been changed in the definition of "Formula Applied to" in the table of fields. Within the sections headed "Associate membership groups to expense rule", "Listing scheme membership group expense rules", "Premium factors" and "Expense scale", the "Scheme Global Rules List" screen images have been replaced. A section headed "Associate rule to income type" has been added. |
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CC331
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Scheme Launch Process |
Scheme Update |
Scheme Update Type: Financial Period Calendar |
The "Financial Period Calendar Details" screen image has been changed and wording in the table of fields has changed accordingly. |
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CC339 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Investments |
Within the section headed "Distribution", the "New Distribution" screen image has been changed, and relevant wording has been changed in the table of field descriptions below it. |
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CC333 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Income |
Section headings have been inserted in relevant places. Within the section headed "Scheme income rule", the definition of "Calculation Type" in the table of fields has been reworded. Within the sections headed "Associate membership groups to income rule" and "Listing scheme membership group income rules", the "Scheme Income Rules List" screen images have been replaced. A section headed "Associate rule to income type" has been added. |
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CC337 |
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
A change has been made in the table of benefits within the section headed "Benefit product". |
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CC328 |
Scheme Launch Process |
Additional Menu Options |
Interest |
The screen images and names have been changed. |
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CC339 CC342
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Scheme Launch Process |
Additional Menu Options |
Investments |
Within the sections headed "View distribution detail", "View bonus rate", and "View annual bonus allocation", the "Scheme Portfolio List" screen images have been changed. Within the section headed "Create new distribution detail", the "New Distribution" screen image has been changed, and relevant wording has been changed in the table of field descriptions below it. Sections headed "Investment statement capture", "Investment reconciliation" and "Investment date correction" have been added. |
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CC339 |
Scheme Launch Process |
Additional Menu Options |
Reserve Distribution |
Within the section headed "View distribution type", the "Scheme Distribution Details" screen image has been changed. Within the section headed "Define new distribution type", the "Scheme Distribution Details" screen image has been changed, and relevant wording has been changed in the table of field descriptions below it. |
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CC344
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Scheme Launch Process |
Web Set-Up |
Company Structure Setup |
Wording and a file layout has been added within the section headed "Setting up the company structure via a file import". |
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CC345 CC351
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Scheme Launch Process |
Web Set-Up |
Initial Load |
A note has been added at the end of the section headed "Pay centre reference numbers and payment method". The "Fund Details List" screen images have been replaced. A section headed "Alternate fund code" has been added at the end of the topic. |
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CC345 |
Monthly Member Data and Contribution Cycle |
Payroll Processing and Field Conversion |
Loading the Payroll File |
A cross-reference has been added near the end of the topic. |
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CC334 |
Monthly Member Data and Contribution Cycle |
Underwriting |
Underwriting |
Within the section headed "Update the EOH report details screen", the "Evidence of Health Report Details" screen image has been changed, and relevant wording has been changed in the table of field descriptions below it. |
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CC346
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Monthly Member Data and Contribution Cycle |
Income Administration > Income |
Authorising Batches |
The first screen image has been changed, and wording has been inserted below it. |
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Monthly Member Data and Contribution Cycle |
Income Administration > Income Billing |
Process Expected Income |
Wording in the opening paragraph has been corrected. |
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Monthly Member Data and Contribution Cycle |
Income Administration > Income Billing |
Authorise Expected Income |
Wording in the second paragraph has been corrected. |
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CC328
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Monthly Member Data and Contribution Cycle |
Income Administration > Income Billing |
Late Interest |
This new topic has been added. |
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CC355
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Monthly Member Data and Contribution Cycle |
Income Administration > General |
Upload Files |
Content has been added to this topic. |
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CC340 |
Monthly Member Data and Contribution Cycle |
Reports |
Amendments |
Within the section headed "Employee Details", an error has been corrected in the list of fields.
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CC342 |
Capturing Bonus Rates and Unit Prices |
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Capturing Bonus Rates |
The "Scheme Portfolio List" screen image has been changed. |
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CC322 |
Switching Process |
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Switching (web) |
The "Investment balances per Portfolio" screen images have been changed. |
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CC337 |
Benefit Payment Processing |
Capturing of Exit Notifications |
Overview |
A paragraph has been inserted after the second paragraph. The heading "Resignation" has changed to "Resignation / Retiral". A section headed "Death of Spouse / Death of Child / Death of Family Member" has been inserted. |
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CC337 CC350
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Benefit Payment Processing |
Claims Administration |
Overview |
A column has been inserted within the table of exit and update types, and the list above it has been changed accordingly. Wording has been added within the section headed "Claim details report". |
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CC349 |
Benefit Payment Processing |
Defined Benefits |
Benefit Payment Update Type: DB Calc |
The "Defined Benefit Retirement Calculation" screen image has been changed, and relevant changes have been made to the list of columns below it. |
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CC353
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Annuities |
Annuity Payments |
Web Processes |
The "Scheme Selection" screen image has been changed, and relevant wording has been changed below it. |
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CC330 CC337 |
Accounting |
Transactions |
Manual Accounting Transactions |
The "IN.pensions Main Menu" screen image has been changed. |
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CC330 CC338 CC337 |
Accounting |
Transactions |
Allocations |
Wording has been added after the first paragraph, and a heading "Bank account allocations" has been inserted. Various screen images have been changed, and relevant wording has been changed accordingly. Within the section headed "Create an allocation", a Note has been added to the definition of "Allocation Activity Process" in the table of fields. Sections headed "Delete an allocation", "Income allocations" and "Expense allocations" have been added. |
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CC330 CC337 |
Accounting |
Transactions |
Bulk Payments |
The "IN.pensions Main Menu" screen image has been changed. |
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CC337
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Accounting |
Transactions |
EFT Rejections |
This new topic has been added. |
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CC330 CC331 CC337
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Accounting |
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Closing a Financial Year |
Wording has been removed from the Note within the section headed "Provisionally close the financial period / year". The "IN.pensions Main Menu" screen image within the section headed "Post the retained earnings amount" has been changed. |
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CC324 |
Member |
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Member Investment Enquiries |
The "List of Members for a Scheme/Pay Centre" screen images have been replaced. A section headed "Member bonus allocation balances" has been added. |
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CC349 |
Member |
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Member Benefit Payment Enquiry |
The "Defined Benefit Retirement Calculation" screen image has been changed. |
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CC354
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Member |
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Annuity Details |
The second "Annuity Update" screen image has been changed, and relevant wording below it has been changed. A section headed "Annuity transactions" has been added. |
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CC328 CC342 |
Reporting |
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Overview |
Additional items have been added to the listing (Disinvestment Date Change, Late Member Interest). |
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CC342
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Reporting |
Financial |
Disinvestment Date Change |
This new topic has been added. |
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CC353
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Reporting |
Accessing the Reports |
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The "Scheme Selection" screen image has been changed, and relevant wording has been changed below it. |
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CC335
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Reporting |
Financial |
Upload Bulk Journal File |
Additional fields have been included in the file layout. |
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CC334 |
Reporting |
Exits |
Insured Cover |
The "Insured Cover List" screen image has been replaced, and relevant changes have been made to the list of columns below it. |
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CC329
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Reporting |
Member |
Benefit Statements |
The screen image within the section headed "Investments" has been changed. |
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CC328
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Reporting |
Member |
Late Member Interest |
This new topic has been added. |
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CC340 |
Reporting |
Payroll |
Amendments |
Introductory wording has been changed. A heading "Amendments" has been inserted. A section headed "Amendments by Type" has been added. |
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CC341 |
Reporting |
Management |
Contribution Reconciliation Status |
Within the section headed "View", the Report Selection screen image has been changed, and relevant changes have been made to the list of columns and explanation below it. |
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CC343 |
Reporting |
Management |
Trustee Report |
The last two screen images have been changed. |
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CC353
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Preservation Funds |
Preservation Funds |
Product and Scheme Selection |
The "Scheme Selection" screen image has been changed, and relevant wording has been changed below it. |
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CC353
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Preservation Funds |
Retirements Funds |
Product and Scheme Selection |
The "Scheme Selection" screen image has been changed, and relevant wording has been changed below it. |
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CC327 |
Contribution Collection |
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Intermediary |
Wording has been added to the opening paragraph. The heading "Add new intermediary" has been changed to "Associate intermediary to participating employer", and wording from the opening paragraph has been moved into this section. The "New Group Allocations" screen image has been changed and wording in the table of fields has changed accordingly. A section headed "Associate intermediary to pay centre" has been added. The "Group Allocations Details" screen image has been changed. |
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CC353
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Contribution Collection |
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Member Update |
The "Scheme Selection" screen image has been changed, and relevant wording has been changed below it. |
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CC348 CC353 |
Contribution Collection |
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Debit Orders |
The "Scheme Selection" screen image has been changed, and relevant wording has been changed below it. Within the section headed "Add new debit order", the "Payment Method" screen image has been changed, and a heading "Method 1 – display pay centres" has been inserted below it. A section headed "Method 2 – do not display pay centres" has been added. Wording has been added within the sections headed "Processed" and "Authorised". |
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CC333
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Auxiliary Activities |
Adding a New Income Type |
Add a new Income Type to a Scheme (GUI) |
Section headings have been inserted in relevant places. Within the section headed "Scheme income rule", the definition of "Calculation Type" in the table of fields has been reworded. Within the sections headed "Associate membership groups to income rule" and "Listing scheme membership group income rules", the "Scheme Income Rules List" screen images have been changed. A section headed "Associate rule to income type" has been added. |
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CC351 |
Auxiliary Activities |
Adding a New Income Type |
Add a new Income Type to a Scheme (Web) |
The "Fund Details List" screen image has been replaced. |
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CC332 |
Auxiliary Activities |
Data Conversion Utility |
Overview |
Wording has been added at the end of the section headed "Purpose". |
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CC353
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Auxiliary Activities |
Data Conversion Utility |
Accessing the Conversion Monitor |
The "Scheme Selection" screen image has been changed, and relevant wording has been changed below it. |
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CC332 |
Auxiliary Activities |
Data Conversion Utility |
Uploading Files |
The name of this topic has been changed to "Uploading Files and Documents". Wording at the start of this topic has been changed, and a heading "File upload" has been inserted. A section headed "Document upload" has been added. |
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CC324 |
Auxiliary Activities |
Data Conversion Utility > Annexures |
Annexure C: Member Financial |
Within the section headed "Investment enquiry", the "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
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CC336
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Auxiliary Activities |
Document Customization |
Customization |
Information has been added to the Note at the end of the section headed "Benefit Statement". |
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CC351
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Supplements |
Interfaces |
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This new sub-book has been added. |
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CC351
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Supplements |
Interfaces > Administration System Interfaces |
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This new sub-book has been added. |
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CC351
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Supplements |
Accounting Interfaces |
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This sub-book has moved and now appears in the sub-book "Interfaces". |
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CC342 CC352
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Supplements |
Batch Programs |
Output Jobs |
A new job has been inserted as Job no. 4 and the jobs and dependencies following have been renumbered accordingly. |
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CC351
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Supplements |
Bank Interfaces |
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This sub-book has moved and now appears in the sub-book "Interfaces". |
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CC328 |
Supplements |
Projections on Member Web Site |
Parameters |
Within the section headed "Scheme level", the "Scheme Percentage Maintain" screen image and name has been changed. |
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CC356 |
Client Specific |
Metropolitan |
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This new book has been added. |
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CC340 |
Monthly Member Data and Contribution Cycle |
Reports |
Amendments |
Within the section headed "Employee Details", an error has been corrected in the list of fields.
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CC337 |
Benefit Payment Processing |
Capturing of Exit Notifications |
Overview |
A paragraph has been inserted after the second paragraph. The heading "Resignation" has changed to "Resignation / Retiral". A section headed "Death of Spouse / Death of Child / Death of Family Member" has been inserted. |
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CC334 |
Reports |
Exit Reports |
Insured Cover |
The "Insured Cover List" screen image has been replaced, and relevant changes have been made to the list of columns below it. |
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CC313 CC329
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Reports |
Member Reports |
Benefit Statements |
The second screen image within the section headed "View statements via the browser" has been changed, and additional wording has been added at the end of that section. The screen image within the section headed "Investments" has been changed. |
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CC340 |
Reports |
Payroll Reports |
Amendments |
Introductory wording has been changed. A heading "Amendments" has been inserted. A section headed "Amendments by Type" has been added. |
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Index |
Book |
Sub-book |
Topic |
Details of change |
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CC347
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Member Web Site |
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Overview |
The "Investment balances per Portfolio" screen images have been changed. |
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CC347
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Member Web Site |
Investments |
Investment Balances |
The "Investment balances per Portfolio" screen image has been changed. |
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CC329
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Member Web Site |
Investments |
Investment Transactions |
The second "Investment Transactions" screen image has been changed. |
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CC347
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Member Web Site |
Investments |
Allocations / Switches |
The "Investment balances per Portfolio" screen images have been changed. |