May 13th 2020
For AAC this is a major release as we introduce features to ensure that we comply with GDPR legislation and move away from sending key/private information to clients via email. We have also consolidated many extra minor features from a number of previous releases to call it this version 3.0.
The main feature is to introduce the transfer of sensitive information for clients into the online system, where clients will need to login in order to see this information (reports, statements, notifications etc). In addition to greater security, it makes it much simpler to retrieve old reports.
Main updates are as follows:
A. In some cases these reports can already be produced within our online system with more information and more flexibility, however, clients have asked to see these ready-made documents
B.When we have assessed the way these statements have been used by our clients, we may use this concept to stop sending the monthly “statement delivery by email”.
The reports are prepared and available in PDF format on the ‘Reports’ page when the ‘Office’ tab is selected. Monthly statements are available on both desktop and mobile devices.
Cosmetic updates and bugs fixed from v2.10
We’re looking for more users to help with beta testing of future releases. We are also looking for your ideas on how to improve our service – either way, please be in touch with us at email@example.com