New User Roles
User administrators can now assign the following new roles to member Users:
Audit View Only
Users assigned to this role are allowed access to view contacts and Users as well as generate User reports. Access is related to the Member Details module.
Investments View Only
Allows Users to view a list of the Letters of Credit under the Investments module and to subscribe to the new notification for a letter of credit expiring soon.
Member Experience Changes
Money Movement - Wires
Confirm Multiple Incoming Wires
Users now have the ability to select and confirm receipt of multiple wires at once on the Incoming Wire screen. This makes the process of confirming receipt of incoming wires more efficient in that Users no longer have to navigate to each wire.
Corporate Checking
Corporate/Member Cleared Drafts Export to PDF Report
We added a new report on the Cleared Drafts screen that provides a PDF of the data shown on the Cleared Drafts list view screen.
Fix Last Modified Date Display on Stop Requests
We fixed the formatting on the year for the Last Modified Date display on the Stop Requests screen.
Corporate Cash
Select a Site Before Entering Cash Order or Cash Deposits
Users now have to choose a site before entering a Cash Order or a Cash Deposit to ensure that they are creating the cash order/deposit for the correct branch (and not just the one listed at the top of the screen).
Account Dashboard
Transaction List Report Shows Negative Numbers in Red
We improved the Transaction List Report by showing negative numbers in red text. We also added the member routing number in the header/filter area at the top of the report.
Member Details
Group Email Notifications
Members can now set up a contact with a group email address and then subscribe that group to the system notifications.
Investments
New Role for Viewing and Receiving Notifications for Letters of Credit
There is now a new User role called "Investments View Only" that allows Users to view the Investments module. From the Investments module, Users with this role can view the member's Letters of Credit information. This User role also allows Users to sign up for the notification warning the member that they have a Letter of Credit expiring in seven days.
Documents
Policy Document Bug Fix
The situation causing a document from page 1 of the Policies grid to open when selecting a link from page 2 of the grid has been resolved. Now, the correct document related to the link is displayed regardless of the grid page.
Corporate Only Changes
The following are changes only affect corporate Users:
Remove Account Transfer Rules When Closing a Certificate
The certificate closing process has been updated to remove related account transfer rules, so the closing of the primary settlement account is not prevented due to active rules related to a closed account.
General Ledger Account Setup
Management of the general ledger account numbers available within Beastro has been added to a new Setup tab in the Corporate module. Authorized corporate Users can add, inactivate, and modify general ledger accounts.
Error Log Viewing
Beastro and job error logs have been added to a new Error Logs tab in the Settings module. Authorized corporate support staff will have faster access to information captured when an error occurs for troubleshooting a potential issue.
New Member Invoice Settlement Failure Subscription
The new Member Invoice Settlement Failure subscription will provide a notification of a failed member settlement for a monthly invoice when a corporate User subscribes.
Maintenance
The following are changes affecting background processes and integrations supporting Beastro:
File Processor Updates
- Adjusted the processing of incoming files from our partners while Beastro's end of day is processing.
- Modified duplicate draft checking to only look at corporate check files received in the last 14 days to avoid potential false positives from months old files.
- Modified processing of the SimpliCD file to switch from limit checks to member available funds improving postings and reducing manual review.
Cash Order Integration Updates
- Removed temporary files created during the cash order and cash deposit file processing with our vendors.
- Modified processing to ensure cash order and cash deposit files are generated on business days only.