Member Experience Changes
Money Movement
Wires
- Added the ability to print the OFAC scan page for a wire with a Failed OFAC status
- Provided an Export to Excel button to the Outgoing Wire and Incoming Wire list screens
- Improved the filtering ability on OFAC potential matches for wires with a Failed OFAC status
- Ensured that wires that were imported into Beastro (from Corporate Café) are included in the Outgoing Wire report
Member Transfers
- Added an Export to PDF button on the success page for a completed Account to Account transfer
General Navigation
FI Lookup Utility
- Improved the indicator identifying a financial institution as "Settlement Only" within the FI Lookup Utility by displaying the "Yes" in Red
- Added help text above the Settlement Only column to provide more information on its meaning
Home Page Counts
- Improved the usability of the Home Page transactional counts by making the box a hyperlink to the page that provides detail
Corporate Cash
- Modified weekend processing for cash orders that will be pulled on Mondays so updates can be made
- Updated the Create Deposit page to ensure selection of a deposit date does not include a date within the lead days and after the cutoff time
- Added a new Corporate Cash subscription, Cash Order Requested, to notify subscribers when an Off Cycle cash order is requested and submitted for approval
- Updated the daily process that manages cash order defaults and delivery scheduling to:
- Automatically cancel default or one-time cash orders for dates that are no longer tied to the standard delivery schedule in effect for that date
- Automatically cancel deposits for dates that are no longer tied to the deposit pickup schedule in effect for that date
Corporate Only Changes
The following are changes that only affect corporate Users:
Corporate Cash Delivery Setup
- Adjusted the Upcoming Delivery Schedule card to show the appropriate start date on the calendar when setting up a new delivery schedule
- Modified the Order Review page to show orders with the appropriate vendor when a new schedule has been added to replace an existing schedule
- Adjusted the daily processes that pull cash orders and deposits for vendors to manage situations where a vendor was switched with a new delivery schedule
Corporate Checking
- Addressed the display of a processed or completed draft that displayed multiple times on the Returns page so that it will only display once
- Addressed Corporate Checking permissions within the System Administrator role to be inclusive, allowing for access to all pages within the module
Maintenance
The following are changes affecting background processes and integrations supporting Beastro:
GL Transactions to Accounting System
Improved the accounting system integration to automatically retry processing of a GL Transaction to the accounting system up to three times. This will reduce errors associated with network connectivity to the accounting system.