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Updated v9.4 released

Today, we released an update to v9.4 of MProfit although the version number has stayed the same many new features were added. v9.4 (1013.007) contains all the goodies mentioned below:
– Import of other ledgers in Accounting (if you have any bank ledgers you would like added please email them to us at and we’ll create a template)
– Automatic copy of portfolio data to a cloud folder for multiple license holders
– Recording of events of adding voucher entries to PMS from bank import (similar to macros). For example, a PMS entry of dividend pay-out or interest income from a particular asset can be automated during the bank import process
– Sync feature optimised,  the sync will only upload data for those clients whose data has changed
– Advisors can send message to each family separately
– Negative interest amount allowed in PMS to take care of debit by banks in case of premature withdrawals
– Auto archiving of your data on your computer at regular intervals
– Feature for Switch-in/Switch-out and FD Renewal handling changed for accounting purpose to take care of 2-3 days gap between two transactions. Now all the entries are posted in the ledger called ‘Asset Switch/Renewal’
– Better handling of duplicate entries during bank import

18 November, 2014