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Released
Release Notes
Historical release notes can be found here.
Newly Released Features and Updates
- "Xero Invoices Sync Status" now displays when syncing a capital call to Xero
- "Xero Invoice Name", "Xero Sync Status", and "Xero Sync Errors" fields added to Capital Call Detail
- "Xero Last Reconciled On", "Xero Sync Status", and "Xero Sync Errors" fields added to Capital Call Parent Detail
- "Xero Last Reconciled On" is the date and time of the last successful communication of payment details from Xero
- Capital call payment details from Xero now update hourly (increased from updating daily)
In Progress
SalesForce Lighting
Migrate all FundPanel Apps to Native Lightning and Improve the Lighting user experience to be better than Classic: (Investor Relations, Portfolio, Deal Flow)
Specific Permission Sets for different types of General Partners to make it easier for Support to add GP Users with limited access
Import Wizards
Improve the number of commitments supported to be > 1000 commitments for Capital Call/Distribution/Capital Account creation wizards
CSV file data can now contain Commas, Negative Dollar Signs, and Parentheses
Stock Distributions
Improvements to Stock Distributions, Stock Distribution Allocations, and Company Summary Associations
Support for In-Kind Coin based distribution that allows for decimal shares
Communications
Update Fund and Client Communication creation wizards to allow selection of different Templates and Contact Roles, and better Filter out Vehicles you do not wish to be part of the communication
Improvements to “Mass Delete Recipients” button
Capital Calls
Capital Call Paid Receipt Email
Performance Capability Enhancements to manage Funds with up to 3,000 Commitments
Late Admission Interest and Expenses outside of a commitment included in Amount Due Calculations
Portfolio
Improve performance and reliability of re-calculating Valuation Snapshots to mitigate user being required to manually re-calculate Valuation Snapshots
Validation Rule to Round Details so that the Round Date can not be after the Transaction Dates to reduce issues with Valuation Snapshots not calculating
LP Portal
Create an Overview Tab with a basic dashboard for the LP User
Create a new “Update Request” object that is a history of all LP submissions from the LP Portal to update the LP Vehicle and Contact Details
Create an Approval Process for all LP Portal updates requested by an LP so that no updates are processed without a review and approval
Add a Verification Phone field to Wire Instructions
Support customization of field names on the Wire Instructions Update form on the LP Portal
Update language from “Originator to Beneficiary Instructions:” to “Originator to Beneficiary Instructions/For Further Credit To:”
Up Next
Investor/Contact/Contact Role/Commitment Import Wizard to help import a large number of new or Historical Investors
Commitment Allocation Solutions for Capital Calls/Distributions/Capital Accounts
Creation of a new “General Partner” app in the Client Org specifically for General Partners for clients you want to give limited access to the Client Organization instead of the LP Portal
Fund Accounting Workflow Management tool that works like an advanced customizable checklist to ensure no steps are skipped in processes, such as creating new Capital Calls
This tool will allow customization so each workflow can match a Client’s unique requirements
Incentive Allocation Field on the Capital Account Objects to mirror the Contingent Loss field
Up Next: LP Portal
Support for “Read Only” documents on the Documents or Fundraising tabs that restricts the LP User from downloading the document and allows them to preview only in a browser
Download CSV Button for the Capital Call, Distributions, Fund, Commitments, Portfolio Tab and Documents
Ideas
Ideas for new features are hosted on: https://fundpanel.ideas.aha.io/
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