Member Experience Changes
Money Movement - Wires
Ready for Tag 8200
We made changes to the incoming wire logic in preparation for the new cross border payment Tag 8200 that FedLine plans to launch in March 2023.
Removed Print Button from Wire Templates
We removed the Export to PDF button on the Authorized Templates screen since this functionality was not needed and the button was not functional.
Corporate Checking
Duplicate Presentment Cleared Draft Status
The system had been showing a draft as Cleared in the Cleared Draft list while a correction request for duplicate presentment was being processed. Now, we have ensured the status of the correction remains “correction requested” during the process.
Corporate Cash
Additional Entry Validations
We added logic that prevents Users from being able to create zero-dollar amount cash orders or cash deposits to avoid duplicate entries. Additional logic was added for unfit cash deposits to ensure amounts are entered in the proper denomination.
New Currency No Longer Available for Ordering
We removed the calendar text about New Cash availability on Cash Order Entry screen as the Federal Reserve no longer supports ordering new currency.
Print Cash Detail
There is now an Export to PDF button on the Cash Order and Cash Deposit detail screens which allows a User to print individual cash orders and deposits.
Account Dashboard
New Export of Account Transactions with or without Rollup
The system now allows the export of Account Transactions with rollup or without rollup when rollups (Corporate Checking) exist in the search results.
Print Share and Loan Account Details
There is a new Export to PDF button on the Share Account and Loan Account screens which allows a User to print details on the accounts.
Member Details
New Report to Track User Record Changes
We added a new report that contains User role and monetary limit changes made in the system to show only what was changed with old to new values, where applicable.
Updates to the User Authority Report
The User Authority Report has been updated to limit records to Active Portal Enabled or Disabled Users, thus eliminating contacts or Users with no portal access.
Money Movement
Show Balances On Hold Transfers
The system now shows current balance information when a scheduled transfer could not be processed and has been placed on HOLD status account transfers. This will provide the User with more information to take necessary action to complete the transfer.
Loan Payoff Amount Display
The Loan Payoff calculation amount for Share to Loan account transfers where the transfer amount calculation was off by .01 under certain scenarios has been corrected.
General Navigation
Member Search by Name or Routing Number
We modified the default search field for Member Name to accept Routing Number and/or Name for filtering to a specific member in the site’s Member Selector. This only applies to member Users that are tied to multiple members.
Corporate Only Changes
The following are changes only affect corporate Users:
Wires
We fixed an issue for Outgoing Wires where blank lines in the following Reference fields caused errors when exporting data for FedLine Advantage.
- Originator To Beneficiary Reference
- FI to FI Info
- Service Message
ACH
We switched the order of the columns on several of the ACH screens so that ACH Debit is always in front of ACH Credit.
Wire
We fixed an issue where Member Services Users were not seeing the Reject Wire button on the Wire Detail screen when the wire was in the Corporate Hold status. Note, this affected Users who had the permission “Require Domestic Wire On Behalf of.”
Accounts
Added change history logging of the old to new values of the Account Type when a Share/Loan Type change occurs. General Ledger transactions moving the account’s balance and accrual values from the old Share/Loan Type’s GL setup to the new Share/Loan Type’s GL setup will automatically occur as well.
Fixed an error where Account Type was not showing when the User creates a PCC or NCA share for a member.
Investments
We now allow Users to make changes to the Collateral Accounts on Letters of Credit that are in active status.
Vendor
We added screens for corporate Users to maintain the following cross reference links:
- Member
- Site
- Product Records
We added a new field on the Vendor Branch Overview card for Corporate Cash email address.
Billing
We resolved an error during Step 4 of the Billing Month End process after invoice processing completed. This will ensure the Next button appears as expected.
We changed the system so that Users may now export Billing Item Detail records to Excel.
Corporate
We modified the GL Account Numbers in Share Type and Loan Type Setup to come from a selection list to ensure valid numbers are used. (Account Tables)
We added an Is Insured field to the Share Type setup screen to be used for reporting needs. (Account Tables)
We fixed the Cash Letter Mail Deposit issue in which the POST button did not show if there are only values entered into the Day 1 field. We also ensured that the system does not auto-Post when the User clicks the [Enter] Key after input in an amount field. (Import Transactions)