July 2023

Enhancements

To speed up processing time for Lump Sum events, Class will now prefill details when a Lump Sum event is matched from the Match Transaction screen. Now, the payment date, description, and gross amount will automatically prefill from the cash transaction, further removing manual data entry. More details of the change can be found here

We have streamlined the login experience, making it more efficient by improving keyboard shortcuts. With the latest update, the cursor will automatically focus on the authenticator code field. From there, you can easily select the ‘Remember Me’ checkbox using the Spacebar. Finally, pressing Enter will instantly log you in. More details can be found in the article here

To assist users in setting up SMAs (Seperated Managed Accounts) for Macquarie Wrap and BT Panorama, we have added the ability to auto link holdings. Providing a way for users to recognize each individual managed account. For more information on linking Managed Accounts, please read more

Corrected contribution warning message: The contribution warning message will now show 28 days after the end of the month when a member turns 75, instead of 28 days after they turn 75
Class Investor Mobile App update: We have resolved an error message issue in version 1.0.27 of the Class Investor Mobile App. Users will no longer receive an error message prompting them to contact support once they update to the latest version
Address mapping issue in Fund Details report: The address mapping issue affecting corporate trustees in the Fund Details report has been resolved
Portfolio Fee window scrolling: The inability to scroll within the Portfolio Fee window in the New Class Experience has been rectified
Class Trust: The Balance for properties that have been sold will now show as nil in the Notes to Financial Statements.
Corporate Actions: An additional 20 Corporate Action have been added in this month, more details can be found here