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by Jill Feiler on Sep 1, 2022 11:20:00 AM
Feature Releases
Audit Logging/Reporting
There is a new report available which shows a record of user activities that can be searched over a period for auditing and tracking purposes.
This report can also be exported to a csv and downloaded.
New Industry Types for Organizations
The following new industry/business types are now available to distinguish the various organizations/clients
- Health Care
- Title Company
- Real Estate Office
- Funeral Home
- 1031
- Non-Profit
- HOA
- Retirement & Assisted Living
Assign Configs at Subacct level
An organization/client can now have different interest rates at the subacct level. The interest configurator has a subaccount selection so that a custom config can be created at the subacct level.
Move subs between folders
On the organization dashboard subaccounts can be moved among folders (by selecting the “…” on the right of the name) so the parent folder for a sub can be changed as needed.
Org Tile on dashboard to include sub count and unassigned txn indicator (Optional)
The Home page can display the number of active subaccounts and alert for unassigned transactions if the FI chooses to see it.
The release also included some housekeeping items that would enhance the overall customer experience.
