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Extensions week 50 2021 - Release notes

These features, improvements and bug fixes have been released in FA AppStore during week 50 / 2021, allowing you to update the extensions you are using to the latest version from the FA AppStore.

Accounting

Fixes

  • Fixed an issue in Deferral of other securities process to handle accrual with multiple purchase lots correctly.

FA Front

Fixes

  • Fixed an issue in Monthly investments/divestments process so that it no longer occasionally times out.

Fund Management

Features and improvements

  • Improved Settlement date offset field description in the Fund settings profile on the portfolio.

Market Data Connector

Features and improvements

  • New integration with Morningstar OnDemand APIs that returns an extensive set of security information including ESG data.

Fixes

  • Continuous price updates process no longer triggers unnecessary recalculations.

  • Fixed an issue so that Infront connection is properly initialized when configured in Market Data Connector.

  • Fixed a potential and rare issue with market data connectors returning wrong dates.

Payments

Features and improvements

  • General outgoing payments process now supports preventing the initiator from approving/sending the file.

Reporting

Features and improvements

  • Realized profits report now uses data from Analytics+, standard header & footer, new chart library and standard styles.

Tax reporting

Finnish tax reporting

Fixes

  • Fixed an issue in the VSULKOSE report to include field 048 "Software application that produced the file".

  • Fixed an issue in the VSTVERIE report to fill field 010 "Payer id" correctly.

Norwegian tax reporting

Features and improvements

  • Performance improvements in Verdipapirfond report and ASK report to make reports generate faster.

Utilities

Features and improvements

  • Synchronize FA process now supports synchronizing profile values from one FA instance to another.