e-sec software update g04 released

Thank you to all that attended the e-Sec workshops hosted by us earlier this year. It was great to meet you all and put faces to those people using our software.

Although expected in July 2010, the revised regulations for the new Companies Act have not yet been published. If the proposed implemention date for the New Companies Act remains as 1 October 2010, there will be very little time for feedback and training on the new regulations and even less time for vendors to develop the changes for the forms and rules.
I am pleased to announce the release of e-Sec 706g04.

This email provides information about the changes and enhancements. Please refer to the instructions below before loading this update.

Ref Details of changes 1. Directors Interest in Contracts • If a director is a member of a Trust, the percentage  held is now shown on the report • Note that the percentage needs to be manually added to the Trust Register 2. Register / Meetings Added 4 meeting types: • AGM: Annual General Meeting. • AM: Annual Meeting. • BDM: Board of Directors Meeting. • ACM: Audit Committee Meeting The feature has been added for the production of the Botswana forms. 3. Company Info Sheet • Fixed the calculation of the Share percentage when multiple registers are selected. • Fixed the layout of the report. 4. Company Register Report. • Added Auditors to Register of Officers. • Fixed the Register of Members Share Accounts and updated the layout to be more readable. 5. CM4 • Resigned directors no longer appear on the report . • Can now be printed for Section 21 companies. 6. CM25 • This report can now be generated without completing the name change first. • Added the option to select the company's reserved name on the report filter. • Report now shows the selected reserve name. 7. CM27 • After selecting to print the report for Alternate Director or Director, the selection list now shows the relevant Alternate Directors / Directors. 8. CM31 • Corrected the date next to the signature in part 1. • Resigned Auditors now sorted by the resignation date. • Fixed the printing of Removed auditors. 9. CM32 • Added a Director selection list on the report filter. 10. CM45 Form Filler • Extended the address fields on page 1 to allow longer lines of text. 11. CK1 Page1   • Increase the size of the Auditor Profession field. 12. Close Corporation Register / Members • Members displayed are now sorted by date. • “Resolution relating to” from the filter now displays over more than 1 line, enabling a longer description to be entered. 13. Client Maintenance Tax Tab: • PAYE/UIF/WCA fields have been added • Added “Deregistered for Sec” option. • Added “Sec Deregistration Application and Final Date” options. Details Tab: • NOTE: The “Do Not Lodge Annual Returns” check box has been replaced with “Lodge Annual Returns”. This will NOT affect existing client records. This is a visual change and NOT a data change. • Added the comments field from the Register to client maintenance. 14. Section 21 Register • Date of Certification added to the Detail tab. 15. Share Certificate • Added an option to flag the display of the shareholders ID number / Companies Registration Number. • This will show or hid the ID /Reg number after the shareholder name on the certificate. 16. Annual Returns Tracking Form: • Added a new menu link for Annual Returns on the Data Entry menu.  This function can still be accessed from the Maintenance menu. • Added a Mandate tracking option. • Added a field for the capture of the CIPRO Tracking Number and Penalty for late submission. • The Payment method has been changed to a drop down with the following options:  Cash / Cheque / EFT / Other. • Display a warning if Annual Return was not done the last year. Reports: • The report filters have been merged into 1 filter for easier access. • Display the Last Submitted year on the Annual Duty listing report • Added the report “Clients marked for AR” to show a listing of ALL clients that have been flagged for Annual Returns.  The report will show clients marked or unmarked as per the report filter selection. • Added the Mandate flag to the filtering options. • Filtering year is now between 2 years instead of a single year. Global Letters: • There are additional templates for Annual Returns Global Letters covering Mandate, Notice, Reminder, Overdue for Companies and Close Corporations separately. • Added the eMail address field for selection on the client cletters. This can be used with the Word Merge to Email feature. 17. Combined Company Register report • Modified the Year end listing to show all year ends sorted by the date. • Register of Allotments als also sorted by date. The release note can also be viewed in e-Sec under About | About e-Sec. Click on the Release Notes button.

IMPORTANT INFORMATION FOR THIS UPDATE 1. SQL Script - e-Sec v7.06g03.sql This script must be run on the eData database by your Administrator before you apply this e-Sec update. 2. New templates are included in the zip and these must be extracted into your templates folder. • You can find the templates folder by opening e-Sec | Maintenance | Control. • Note the “Word Template Folder” at the bottom of the form. 3.  The zip contains a document explaining how to edit the templates

Download Updates The latest releases can be downloaded from our ftp site http://ftp.greatsoft.co.za. Please note that you will need to be registered as a user first before you can access this site. To register as a user you can go to the same site and follow the instructions given there. Should you require a CD version of the software please contact the response centre with your shipping details and this will be mailed to you. Should you have any advice for future events please send an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it with your suggestions and we will follow these up. Thank You Regards Imtiaz Lorgat