Expert1 News

News relating to Expert1's Products and Services

For more information on our Loan Origination and Management products visit our Product Page.

For updates and product downloads visit our Support Files Page.

Tango32 V4.24 Released

BUGS

  • TAN-364     XML Import matches on incorrect company when existing company client has no address details
  • TAN-363     Add clustered index to IV_HeldBatches
  • TAN-361     Improvements to Posting Transactions
  • TAN-358     REST API not linking client to automatically generated duplicates of IV_Accounts
  • TAN-352     Asset Register "Exclude accounts without depreciation rate" excludes detailed assets as well.
  • TAN-350     Custom Addressline2 - not setting the value on Client screen
  • TAN-348     Process_New_Investments improvements
  • TAN-346     Search SP fails when Column search using GP1 is selected
  • TAN-344     Month End Improvements
  • TAN-341     Issue with import from Phoenix and incorrect client being linked to account
  • TAN-330     Principal and Interest Report doesn't include drawdowns and credit reductions


IMPROVEMENTS

  • TAN-343     Delinquency reports limit account number display to 10 chars
  • TAN-224     LOC - Remove unpaid scheduled when balance goes from zero to credit
  • TAN-345     Search SP - add business code filter or new Search based on Business code
  • TAN-349     Change status of Creditors to Active when first transaction posted
  • TAN-351     Hide State where state is not needed
  • TAN-353     Cleared Funds bit and date

Tango32 V4.23 Released

BUGS

  • TAN-299 - Fix error when checking for a new version
  • TAN-330 - Principal and Interest Report doesn't include drawdowns and credit reductions
  • TAN-331 - Incorrect interest calculation when date range spans several months and there is a rate change in one month
  • TAN-333 - Unable to post payout transaction to account prior to "Defer Interest Until" date
  • TAN-336 - Error in creating debtor void transaction via API
  • TAN-338 - Creditor statements fail with error - Error Preparing IV Statement
  • TAN-341 - Issue with import from Phoenix and incorrect client being linked to account
  • TAN-342 - Cannot generate bulk Form Letters when Exclude Arrears less than option is set


IMPROVEMENTS

  • TAN-178 - Improvements to Loan Repayment Calculator
  • TAN-294 - Statement and Formletter filter and logo merge for statements
  • TAN-327 - Direct Debit Due report
  • TAN-328 - “Account type” Filter on Loan Summary Report
  • TAN-329 - Modify Daily Job SP to be able to charge a monthly fee based on the anniversary day of the loan
  • TAN-332 - New Interest Method = % of Amount Financed
  • TAN-335 - Log Client email address changes

Tango32 V4.22 Released

BUGS

  • TAN-315 - Variations with precedence set

IMPROVEMENTS

  • TAN-292 - Pre Activation GL and Transaction Summary
  • TAN-314 - Business code change schedule
  • TAN-316 - Check if client exists when importing applicants from Phoenix
  • TAN-324 - Allow Monthly nominal interest charge to be Anniversary cycle
  • TAN-325 - New Interest Method = % of Loan Limit, % of Purchase Price

Tango32 V4.21 Released

BUGS

  • TAN-258 - Failed Import still creates client record
  • TAN-296 - Statement signature message incorrect arrears
  • TAN-299 - Error on Check for New Version
  • TAN-301 - Branch Copy not copying all information
  • TAN-303 - Diary Reminder Report Screen
  • TAN-319 - Incorrect Total Dr and Total Cr in CSV output of Statement



IMPROVEMENTS

  • TAN-102 - Partial Discharges of Linked Investments - Check Available funds
  • TAN-178 - Loan Repayment Calculator / Quick Quote - restrict interest rate to two decimal places.
  • TAN-233 - Unit Testing Scripts
  • TAN-294 - Allow Customer Statements and Form Letters to filter by Logo associated with "Classification 3"
  • TAN-297 - Charge with Payment setting should include Payout transactions
  • TAN-302 - Diary Reminder Report Improvement
  • TAN-304 - Include ODI in Payouts over month end
  • TAN-309 - Add default value for OpenForEditing when editing Form Letter Definitions.
  • TAN-317 - When Interest charge are linked to a Subledger - ensure the interest narrative uses the Subledger Description
  • TAN-318 - Loan Summary Report to select by Business Code based on Historical (not current) Data
  • TAN-321 - New Simple Interest method based on closing monthly balance.
  • TAN-323 - Add a security log entry when a variation is deleted



DATABASE / API Changes

  • TAN-320     Adjust GetArrearsBalance and GetArrearsBase functions to refer to "Adjust arrears when it exceeds the net balance" flag on Business Code
  • TAN-312     Create new "Interest Types" table to allow better description of Interest Methods for Investments
  • TAN-311     Add AccountHash Filter to Clients API
  • TAN-310     Investment SP to return the account details when passed an AccountNumber
  • TAN-308     Implement Client-based Notes and Tasks - DB only
  • TAN-307     Additional and Breakdown of held status
  • TAN-306     Duplicate settings on IV Diary reminders to match FM Diary reminders - DBonly
  • TAN-305     Add new  "EmailTest" Security log Entry Type
  • TAN-298     Customer Statement SP improvements
  • TAN-293     Search to Use SP rather than in-line SQL


Tango32 V4.20 Released

Release Notes - Tango - Version 4.20

NOTE. Currently the minimum server requirement to run Tango is SQL Server 2000.  We will
soon change this to SQL Server 2008 so that we can take advantage of the more modern
features of the newer version of SQL.  If you have an older version of SQL, Tango will
display a warning message and ask you to contact us.  Please do not ignore this message.


Bug

  • [TAN-251] - Simple interest - double in first period
  • [TAN-261] - Deadlock Issues in high-intensity environment with many connections.
  • [TAN-267] - Issue with CC expiry date validation
  • [TAN-268] - Footer message for Statements persistent even after deletion
  • [TAN-277] - Add GrossSummaryTotal to Loan Statement CSV output
  • [TAN-280] - Recovery wizard not populating some fields from original account
  • [TAN-287] - Menu item "Libaries" spelt incorrectly
  • [TAN-288] - Receipt Allocation does not show fees for some accounts



Improvement

  • [TAN-233] - Unit Testing Scripts
  • [TAN-254] - Formletter templates to be stored in database
  • [TAN-260] - Add menu option to view Export log
  • [TAN-264] - Display warning for any systems running on SQL2005 or earlier
  • [TAN-265] - Improvements to GetClientLoanAddress Function
  • [TAN-269] - REST API should create IV SubAccount when required
  • [TAN-272] - Improve formatting of dbo.GetClientNames function
  • [TAN-273] - Additional Fields for API
  • [TAN-274] - Charge interest as Special Charge type 2
  • [TAN-275] - Reversing payments on Same day when one split to Special PMT
  • [TAN-276] - Customer Statement Stored Procedure API
  • [TAN-278] - Add Classification Filters to Clients API
  • [TAN-281] - Payout quote on Accounts where interest charged as Type 2
  • [TAN-282] - Add SendStatementsViaEmail to Select_Formletters SP
  • [TAN-283] - Improvements to dbo.Update_From_XML API