ZSuite Product Release Notes: October 2022

Feature Releases

Upload Documents to Subaccount

There is a new feature on the "Account Documents" section that allows for uploading of multiple documents in addition to the current compliance documents.

Coming Soon

Updates on Statements

1. On the summary statement layout there are a few changes as shown in the template below. You will now be able to see the statement folder name and totals at the top of each folder level.
   
   
2. The organization section will include a second line for name and address on the statement. Changes also include the statement formatting to able to use a two-window envelope.

Minor UI Changes Around Transactions

1.  Order same day txns in the UI using date time
2. Change historical transaction descriptions