Member Experience Changes
Money Movement - Wires
Print Wire Detail
While viewing the detail screen for an Incoming Wire and/or Outgoing Wire, there is now an Export to PDF button next to the wire status, which allows you to generate a PDF of the wire detail.
Notification of Effective Date Change When Creating a Wire After the Cut-Off Time
If you create an Outgoing Wire after the cut-off time (usually, 4:00 p.m. CT), the system now informs you that the Effective Date has been advanced to the next business day.
Limit the “Member Contact For Verification” List to Only Those Contacts Who Can Verify Wires
When you are creating a new Outgoing Wire, the list of people to choose from for the “Member Contact for Verification” will now only include member contacts that have the permission to verify wires.
Corporate Cash
New Cash Order Listing / Cash Deposit Listing pages
There are two new features available on the Cash Order and Cash Deposits menus which provide a list view of all Cash Orders and Cash Deposits respectively. This provides the ability to view orders or deposits for multiple sites through flexible filtering of information such as status or effective dates. Additionally, the Cash Orders and Cash Deposit listings can be exported to PDF or Excel.
Default Cash Orders Created for Five Weeks (previously two weeks)
The default cash order process has been expanded to create orders for five weeks instead of two weeks. This allows members with bi-weekly or monthly delivery schedules to see the next default order at a minimum.
Default Cash Order Exclusions
- A default cash order will not be created for a delivery date that is within the order lead time when creating a default order template.
- A default cash order will not be created for a delivery date where a Completed order already exists. Other statuses such as, Open or Pulled, are already verified.
Account Dashboard
Show Separate Balances for Capital and Loan Accounts
The Summary cards on the Account screen now show balances separately for Capital accounts and Loan accounts.
Show Hold Type for Credit and Deposit Holds
The Deposit and Credit Holds views now identify the types of holds.
Member Details
Utilization Report Now Shows Login Timestamps in the User’s Time Zone
The Utilization Report previously showed all timestamps in the Universal Time Zone. Now, the time is shown in the time zone for each user listed in the report.
Member Contact List – New Filter by Role and Filter by Authorized Signer
On the Member Details module – Contacts screen, you can now filter the list by user role so that you can see everyone within your membership that has a specific role. In addition, you can now filter the list to show only the Authorized Signers within your membership.
Prevent Duplicate Whitelisted IP Address
We have added validation when adding a new IP Address that will prevent duplicates from being created.
Member Site ID Added to Member Site pages
We have added the Member Site ID to the Site listing page under the Member Details module.
New Subscription for User Access Request Needs Approval
You can now subscribe to notifications when there is an Access Request that needs approval.
Home Page Alert and Notification Improvements
Distinguish an Alert vs Standard Notification via Exclamation Mark
The Alerts on the Home Page are now displayed with an exclamation mark next to the heading. Alerts require your acknowledgement to disappear.
Show alerts at top of notification list
To better distinguish Alerts (which must be acknowledged) from general Notifications, Alerts will now be displayed at the top of the list.
Home Page Counts
The counts on the Home Page for each Module’s scenarios have been improved and should now reflect the current number of transactions.
Corporate Only Changes
The following are changes that only affect Corporate Users:
OFAC
- Added a manually initiated OFAC Search feature to allow corporate Users to search any word or name against the latest OFAC file.
Account Creation
- Added a default transfer instruction for Share Dividend Transfer when default Dividend Posting value is Transfer
- Added default transfer instructions for Certificate Dividend and Maturity Transfers when default Dividend Posting and Maturity Posting values are Transfer
- Added a default transfer instruction for Loan Payment Option Transfer when default Payment Method value is Auto Transfer
- Changed the default for “Allow Settlement to go Negative” to Yes for the primary settlement account
Billing
- Remove Settlement Export required on Month End processing
- Show Transaction ID for invoice settlement for member
- Fix sorting on Billing Preparation list screen
General Navigation
- Show member office phone number in header (corporate user only)