January 2024
- Human resources information system integrations with Merge 🏢
- Personal ID field renamed to National identification number 🪪
- Default currency when adding an UMV or AMV valuation 💱
- Compliance centre 🚓
- Cap table view 🪟
- Preview documents 📃
Human resources information system integrations with Merge 🏢
Integrate your HR system with Capdesk to keep employee data in sync. We partnered with Merge to support a maximum number of HR systems and make sure you can integrate with your system.
You can find all the relevant information about this in this support guide.
Personal ID field renamed to National identification number 🪪
The Personal ID field under each stakeholder has been renamed to National identification number. This number is needed for filing with HMRC and the term National identification number is one of the generic terms used for citizens tracking.
Default currency when adding an UMV or AMV valuation 💱
When adding a new AMV or UMV valuation, the default currency will be set to Pound Sterling (GBP) which means there is now one less step to perform in the workflow of adding the valuations on the platform.
Compliance centre 🚓
Administrators can now easily keep track of actions they need to take towards their equity grants in the Compliance centre.
Your Compliance centre shows you how healthy your company is in terms of legal requirements for your tax advantage schemes. Find more information about this in this support guide.
Cap table view 🪟
The Cap table views on the administrator dashboard now includes additional categories such as Share class, Stakeholder category, Security type and Country.
You can now analyse the Cap table from different perspectives without having to export several reports to obtain the data. You can find more information about the new Cap table view here.
Preview documents 📃
It is now possible to preview the documents added to an Online Document Set without having to download them from the platform.
Simply click on the Preview button on the side drawer of a document set.