Release 2025.4
Member Experience Changes
Accounts
Added a separate section on the Accounts screen for Capital Share Accounts.
Provided an Export to PDF and Export to XLSX function to the Accounts screen allowing users to produce reports of the account detail that appears in the Accounts module.
Corporate Checking
Enhanced the search capability on the Item Processing (Member Drafts) screen by adding the Deposit Account Number as a searchable column in the list.
Documents
Added a filter on the Policies screen to view policies by a specific corporate service.
Corporate Only
Investments – Corporate Certificates
Adjusted processing to ensure that the Pending Approval notification for a corporate certificate request is generated when the request could not be automatically approved due to insufficient funds.
Adjusted the availability amount calculation for a certificate purchase to be based on the primary settlement share’s available balance and the available credit amount.
Security Safekeeping
Added the ability to reopen an ignored exception to allow an action to be performed to resolve the exception.
Corporate – Setup
Added the ability for a corporate User to Import Reports for Bond Accounting.
ABS Setup
Fixed an issue with deleting a record in the ABS code setup.