CapitalTemplates and draftingOperations

Record a bond redemption as its own movement

On the drafting side, you can create a derived snippet from a template editor without losing your unsaved changes. The movement form also shows the selected account's balance before you save.

In the registre des mouvements de titres, you record the redemption of bonds and convertible bonds as a movement of its own, without going through a cancellation. The redemption removes the bonds from the holder's account. The price comes prefilled with the nominal value and the interest accrued at the redemption date, and you can change it. Cancellation is still available when that is what applies.

The editor of a custom template, with the create and open button of a snippet block ringed and enlarged.
Highlight

A derived snippet from your template

From the editor of a custom template, you create a derived snippet when no copy exists yet, and its editor opens in a new tab. If a copy already exists, that one opens, without creating another. Your original template stays open with your unsaved changes, so there is nothing to redo when you come back. It all happens in Templates and drafting, from the template editor.

The new securities movement dialog, with the redemption movement type ringed and the unit price prefilled.

All changes

The full list for this release, fixes included. Only changes our customers can see are listed.

New

Improved

  • OperationsReorder clauses in your operation files without a full-screen loading state.
  • Interface and navigationSee the current Alex icon in your browser tab.
  • CapitalCheck the selected account's balance before you save a movement.
  • Templates and draftingRead full variable names in the editor's variable picker.
  • BillingYou are warned three weeks before a late invoice cuts off access.
  • Templates and draftingVariable template labels and format examples show in your language.

Fixed

  • Templates and draftingThe footer window joins toolbar and text.
  • Templates and draftingBullets stay inside text blocks in templates.
  • OperationsOperation files stay readable in dark mode.

Maintenance

  • Templates and draftingAutomation notices name the resolutions or decisions produced.