ZSuite Product Release Notes

ZSuite Product Release Notes: April 2024

 

Beneficiary & Organization Interest Now on Subaccount Activity Report

This matters ONLY if there is an interest rate split configured. 

The subaccount reports now shows the interest rate going to the beneficiary, in addition to the organization's interest. The accrued interest also shows only the dollar amount portion to the beneficiary.

To see what the organization(client's) portion of the interest is, one can use the Subaccount Activity Report:

SubActivityReport

 

If the interest was configured to split between the organization and the subaccount(beneficiary), then only the beneficiary's portion will now be displayed on the subaccount dashboard. 

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Other Features

  • The release also includes some minor bug fixes and enhancements.

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