The following features and fixes have been added to EVP Office, version 7.1.0.

EstateVal and CostBasis Features

• Rich Text Write Location: The default output directory for Rich Text is the same as for the portfolio file, instead of the desktop.

• CUSIP Sorting: The order of the symbols in the grid can be sorted by CUSIP, by Name and by Type, as well as the Symbol itself.

• Exchange Rate Format: Canadian exchange rates are printed with additional accuracy to match the internal calculations.

EstateVal Features

• Accrual Only Report: EstateVal, Version 7.1.0 offers a new Accrual-Only report in a PDF format. Please see http://www.evpsys.com/software/tutorial/accrual-only-report.html or call for information.

• Adjusted Inventory Re-Ordering: Adjusted inventory items can now be re-ordered manually, using up and down buttons.

• Additional Adjusted Inventory Actions: New adjusted inventory items are available. In addition to the old Held, Sold and Distributed, the program now includes: Held via Spin-Off, Held via Merger, Held via Name Change, Held via Transfer In, Held via Exchange, Redeemed, Called, Matured, Liquidated, and Transferred Out.

• Actual/365 Accruals: Users can manually change the accrual method from 30/360 to Actual/365, to accommodate certain Certificates of Deposit.

• New Import/Export Options: The following new import and/or export options are now available:
  U.S. Bank Import
  Sungard Global Plus Import
  GEMS Export
  EstateWorks
  Fast-Tax FPS
  BNA 706

  For a step-by-step guide, check out: http://www.evpsys.com/software/tutorial/index.html

• CMO Delayed Payments: New information is available to account for delayed payments on CMOs.