Member Experience Changes
ACH Solutions
Added two new ACH Solutions roles:
ACH Solutions Risk Authority – allows for the management of a Member’s company origination limits
ACH Solutions Document Viewer – allows for the downloading of ACH Quarterly Archive files from the Documents screen
Expanded the ACH Settings Manager Role by allowing users to manage the following three parameters on the ACH Solutions screen:
Incoming ACH – Separate IAT Files
If set to Yes, the IAT entries will be separated into their own incoming file when received and further, the incoming file will be suffixed with “IAT”
Require Dual Approval Exposure Limit Requests
If set to Yes, the ACH Settings Manager must approve a temporary exposure limit request before Corporate will receive it for review.
Allow Editing of Uploaded Files (only applies to files imported through the Beastro website “Upload File" function).
If set to Yes, the user is allowed to delete batches or entries.
If set to Yes, the user is only allowed to edit batch or entries that have failed validation.
Removed the system forcing dual approval on an ACH Template change when the change is just to set the Exclude field to yes or no.
Added the logic for Electronic Federal Tax Payments to the period ending month selection field based on the selected tax form.
Reworked and improved the ENR standard entry class edit/entry form per NACHA specifications to allow easier data entry.
Improved the ACH Template change review screen and report by highlighting the changed data in yellow.
Fixed the created and approved timestamp on the Report PDF for the ACH Files List.