Current WIP priorities
The following table summarises Mclowd’s current product development targets. They reflect the following selection methodology:
- Based on feedback from active Practitioner and Trustee users
- Prioritised on the basis of those items which offer the highest benefit (relative to effort / cost)
If you have any feedback on these targets / priorities, feel free to reach out at firstname.lastname@example.org.
|1||Improved editability (Part A)||The ability to edit (rather than reverse) expense transactions|
|2||Improved editability (Part B)||The ability to edit (rather than reverse) income transactions|
|3||Allocation rules||The ability to create allocation rules|
|4||Tax Return Report||At present the draft tax return can only be generated from within LodgeIT. This report will be made available within the Reports tab|
|5||ECPI calculations||Automation of ECPI calculations as part of the year end process|
|6||Managed fund upgrade||Apply holding / parcel architecture to managed fund assets|
|7||Bonds upgrade||Building on the 2020 upgrade to the holding / parcel architecture for bonds, this project will be focused on the further improvements required in order to enable integration with third party platforms such as FIIG|
|8||Cryptocurrency assets||Update the asset architecture for alternative assets in order to provide improved support for this asset class (including crypto currencies)|
|9||Year-end screens||Enable XLS / PDF export from the revaluation screen|
|10||Disposing of assets with tax deferred amounts||Tax deferred amounts from distributions are not being retained in Mclowd for the subsequent calculation of CGT on sales of those assets (thereby requiring manual workaround). |
In addition, the capital gains calculation worksheet needs to allow for the manual input of these values (with the eventual goal being to automate these calculations)
|11||Direct property||Improve the disposal function for direct property investments such that buildings, fixtures and fittings and plant and machinery can be disposed of separately.|
Add the ability to enter direct property adjustments other than depreciation.
|12||Payments processing||The ability to pay via direct debit from a fund bank account (rather than credit card) for both software subscriptions as well as Marketplace purchases|
|13||Interim periods||Simplify interim period processing by leveraging / applying the simplified year end screens|
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