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