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2008R1 Enhancements Overview: Key Features and Improvements

Discover the comprehensive improvements introduced in the 2008R1 enhancement release presented by Trip Higginbotham. This summary covers significant upgrades, including the redesign of My Site and client file interfaces, enhanced print templates for ETA and WDA, the ability to create and print “on behalf of” documents, and user-friendly annual ledgers. Additional features like the loan calculator, email address inclusion on cover pages, and updated QPDA functionalities streamline operations, providing users with a more efficient experience.

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2008R1 Enhancements Overview: Key Features and Improvements

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  1. 2008R1 Enhancements Presented by Trip Higginbotham 2008R1 Enhancements

  2. Summary of Enhancements 2008R1 Enhancements

  3. ETA Print Template Help Screens 2008R1 Enhancements

  4. ETA Print Template Help Screens 2008R1 Enhancements

  5. ETA Print Template Help Screens 2008R1 Enhancements

  6. ETA Print Template Help Screens 2008R1 Enhancements

  7. WDA Print Templates 2008R1 Enhancements

  8. WDA Print Templates 2008R1 Enhancements

  9. My Site and Client File Redesign 2008R1 Enhancements

  10. Create/Print “on behalf of” 2008R1 Enhancements

  11. Create/Print “on behalf of” 2008R1 Enhancements

  12. Create/Print “on behalf of” 2008R1 Enhancements

  13. Create/Print “on behalf of” 2008R1 Enhancements

  14. On-Screen Annual Ledgers 2008R1 Enhancements

  15. On-Screen Annual Ledgers 2008R1 Enhancements

  16. On-Screen Annual Ledgers 2008R1 Enhancements

  17. On-Screen Annual Ledgers 2008R1 Enhancements

  18. QPDA Stretch – Amortization Added 2008R1 Enhancements

  19. QPDA Stretch – Amortization Added 2008R1 Enhancements

  20. QPDA Stretch – Amortization Added 2008R1 Enhancements

  21. Income Amount for FLPs 2008R1 Enhancements

  22. Freebies 2008R1 Enhancements

  23. E-mail Address on Cover Pages 2008R1 Enhancements

  24. E-mail Address on Cover Pages 2008R1 Enhancements

  25. Loan Calculator 2008R1 Enhancements

  26. Loan Calculator 2008R1 Enhancements

  27. Client B’s Last Name 2008R1 Enhancements

  28. Remove IRA in QPDA 2008R1 Enhancements

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