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2008R1 Enhancements. Presented by Trip Higginbotham. 2008R1 Enhancements. Summary of Enhancements. 2008R1 Enhancements. ETA Print Template Help Screens. 2008R1 Enhancements. ETA Print Template Help Screens. 2008R1 Enhancements. ETA Print Template Help Screens. 2008R1 Enhancements. - PowerPoint PPT Presentation
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2008R1 Enhancements
2008R1 Enhancements
Presented by Trip Higginbotham
2008R1 Enhancements
Summary of EnhancementsVoted Enhancements Areas Affected Desktop Web
ETA Print Template Help Screens ETA Yes
WDA Print Templates WDA Yes Yes
My Site and Client File Redesign MySite/Client File Yes
Create/Print Presentations for Other Users Detailed Planning Yes
On-Screen Annual Ledgers Detailed Planning Yes Yes
Amortization Method Option for Stretch IRA QPDA Yes Yes
Specify Income Amount to FLPs Detailed Planning Yes Yes
FREE Enhancements Areas Affected Desktop Web
Advisor E-mail Address Option All Presentations Yes Yes
Paste Loan Calculator Results Detailed Planning Yes Yes
Default Client B’s Last Name Fact Finders Yes Yes
Remove “IRA” Naming in QPDA QPDA Yes Yes
2008R1 Enhancements
ETA Print Template Help Screens
2008R1 Enhancements
ETA Print Template Help Screens
2008R1 Enhancements
ETA Print Template Help Screens
2008R1 Enhancements
ETA Print Template Help Screens
2008R1 Enhancements
WDA Print Templates
2008R1 Enhancements
WDA Print TemplatesTemplate Name Description
Analytical Level I
Analytical Level II
Analytical Level III
Simple Open, Simple Close
Simple Open, Detailed Close
Detailed Open, Simple Close
Detailed Open, Detailed Close
PlanFacts
2008R1 Enhancements
My Site and Client File Redesign
2008R1 Enhancements
Create/Print “on behalf of”
2008R1 Enhancements
Create/Print “on behalf of”
2008R1 Enhancements
Create/Print “on behalf of”
2008R1 Enhancements
Create/Print “on behalf of”
2008R1 Enhancements
On-Screen Annual Ledgers
2008R1 Enhancements
On-Screen Annual Ledgers
2008R1 Enhancements
On-Screen Annual Ledgers
2008R1 Enhancements
On-Screen Annual Ledgers
2008R1 Enhancements
QPDA Stretch – Amortization Added
2008R1 Enhancements
QPDA Stretch – Amortization Added
2008R1 Enhancements
QPDA Stretch – Amortization Added
2008R1 Enhancements
Income Amount for FLPs
2008R1 Enhancements
Freebies
2008R1 Enhancements
E-mail Address on Cover Pages
2008R1 Enhancements
E-mail Address on Cover Pages
2008R1 Enhancements
Loan Calculator
2008R1 Enhancements
Loan Calculator
2008R1 Enhancements
Client B’s Last Name
2008R1 Enhancements
Remove IRA in QPDA
