Member Requested Enhancements - ACH
Money Movement - ACH
Created a new setting to allow Members to set the ACH Incoming File cut-off time. If a file comes in after the cut-off time, the system will set the File Date for that ACH Incoming File to be the next business day. This setting is in the Member > Services > ACH Solutions Settings page.
Example would be the ACH “D” file comes in around 7:30 p.m. CT. If a credit union processes files up until 6:00 p.m. CT each day, the Settings Manager could set the ACH Incoming File cut-off time to 6:00 p.m. CT to force all ACH incoming files processed after 6:00 p.m. CT to have the File Date set to the next business day. In this scenario, the “D” file would have the File Date set to the next business day. This allows the credit union to better align their Beastro ACH Incoming Files list with the files they want to see per their credit union’s staff working hours.
Note: This does not impact when the files are processed or when files are sent through automated FTP. The only impact is the File Date stamped on the ACH File within the Beastro screens.
Added the Review Changes button to the ACH Template List page for a Pending Approval template. This allows quicker access to review changes and approve, reject, or cancel changes on a template from the List page.
Provided a quick toggle to filter the Errored batch and entry records on an uploaded file on the ACH File Upload page. The screen will automatically filter to show errors if errors are found on an imported file.
Added the Settlement Summary Report to the zip file output of the Extract By Day “report”.
Improved the usability while performing ACH searches by enabling the <Enter> key to initiate the search on the ACH Search, ACH Templates, and ACH Template Schedules pages. Previously, you had to click the Search button using the mouse.
Added the following three columns to the ACH Incoming Files list page: Returns Exist, Corrections Exist, and Created By columns. These will also appear on the ACH Incoming Files list page exported report.
Added the Settlement Date to each Entry in the ACH File Transaction List report along with the Total Count and Total Dollar Amount by Settlement Date at the bottom of the report. This will be helpful in balancing incoming ACH files.
Added Excluded Entries to the exported pdf report that is generated from the ACH Template Detail screen.
Changed the ACH Return creation process to require population of the Date of Death field if the Return Code is R14 (Representative Payee Deceased or Unable to Continue in that capacity) or R15 (Beneficiary or Account Holder (other than a Representative Payee) is Deceased).
Member Experience Changes
Member Details - Reports
Updated the Access Change Audit report to show Old and New values as Yes or No instead of 1 or 0 for an Authorized Signer change to improve clarity.
Renamed the pdf’s title for the Access Change Audit report to Access Change Requests Audit to more clearly identify it as the audit report since its previous title was the same as the Access Change Request report.
Enhanced the Access Change Audit Report to add filtering for specific Member Contact Field, Member Role and Monetary Limit changes. Additionally added the ability to Include (default) or Exclude data changes for an entire Change Area when specific filtering for that area is not being used and the changes in that area are not being reviewed or audited.
Member Details – Access Requests
Fixed the User Access Request page to require the First and Last names fields to avoid clearing out these necessary field values.
Adjusted the handling of the Date Requested and Date Approved fields on the Access Requests list page.
Date range values entered will still be applied to the list when returning to the list after view the detail page of a specific access request
Access requests for the entire day of the To Date when used in a date range will be included in the list.
Member Details – Sites
Fixed the Tax Area selection list on the Site detail page to remove duplicate Tax Area values.
Corporate Only
Cash Letters
Fixed the time displayed for the imported file date on cash letter imported file detail page to accurately reflect the time based on the User’s time zone.