CMA Changelog

Many minor changes and enhancements have been made to the CMA during Q1. Details are available in the internal CMA Changelog. 

The following is a highlight of changes:

🔧 Improved check handling and money-matching magic, making your financial tasks a breeze!

🌐 PHP 8.2 is here to stay, future-proofing for the next 2 years.

🧹 Data cleanup just got smarter, keeping your information fresh and tidy.

🔍 New dynamic filters for SQL Reports make your documents more versatile than ever.

⏱️ Track your breaks alongside your sessions with enhanced Session Log Calendars.

🔎 Dig deeper into client balances with new filter options.

🎨 Out with the old, in with the new Bootstrap Icons for a sleeker look!

📅 Task views now come with a handy Calendar view for a fresh perspective.

📈 Visualize your Task workflow like never before with our directed graph layout.

⏳ Customize Imported Lead waiting times with ease.

💰 Take control of extra funds allocation with our new customizable settings.

• – add Setting::DISBURSEMENT_EXTRA_FUNDS_ALLOCATION_LIMIT to allow customization of the amount of extra funds that are automatically allocated when generating Disbursements
• – add Setting::DISBURSEMENT_EXTRA_FUNDS_ALLOCATION_ALGORITHM to allow customization of the order in which extra funds are allocated if an account is not explicity set.
  Avaiable options are:
  • 1=Lowest APR,
  • 2=Highest APR,
  • 3=Lowest Original Balance,
  • 4=Highest Original Balance,
  • 5=Lowest Payment,
  • 6=Highest Payment.

📞 Transcribe Call Log recordings using OpenAI’s Whisper API.

😀 Call Log records with Transcriptions now display the sentiment of the conversation with top 3 emotional tones to save you time when analyzing calls!

Many minor changes and enhancements have been made to the CMA during Q4. Details are available in the internal CMA Changelog. 

The following is a highlight of changes:

🌐 PHP 8.1 compatibility achieved, setting new standards for the CMA!

📊 HUD reference data now updated to May 2022 for even better accuracy.

🚩 Client address changes are now clearly marked with a CHANGED tag.

👋 Farewell ZipWhip integration, you’ll be missed!

🔶 HUD validation leveled up with orange highlights for required 9902 fields.

📱 Twilio SMS reporting gets a boost with added error codes.

💳 Client-focused payment records now match their preferred Payment Type by default.

🗓️ Keep track of ClientCredit due dates with new Original Due Day field.

📞 Call Log Detail Report now includes Campaign fields for better Lead Source insights.

💡 Dynamic Monthly Payment calculations made easy with Lead-specified details.

🔍 Credit Report pulls now offer even more valuable information.

📝 Automatic Budget item population from Credit Report pulls—saving you time!

Many minor changes and enhancements have been made to the CMA during Q3. Details are available in the internal CMA Changelog. 

The following is a list of relevant changes:

🤖 Daily Task creation made easy with our new automated Task Job and SQL magic!

📏 HUD module updated to meet the fancy ARM6 V15.2.6.1 spec.

💼 Payroll PTO rule entry streamlined for your convenience.

📃 Document Template Management views now reveal connections to other docs—no more guesswork!

🔍 AuditLog expands its horizons with additional tables.

🏢 Even more HSCP goodness added to the HUD module.

✅ HUD 9902 Report submission now comes with extra validation logic for accuracy.

🎡 Creditor-level FairShare logic is now simpler and more efficient. Enjoy!

Many minor changes and enhancements have been made to the CMA during Q2. Details are available in the internal CMA Changelog.

The following is a list of relevant changes:

📍 US zip code database now up-to-date with the 2022.03 release, keeping you on track!

📦 Extranet Package Management got a makeover, making your job way easier.

📄 LMA Paperwork Report now buddies up with Task Status report for extra insights.

🏠 Housing Mean Data leveled up to 2022 values for accurate reporting.

🔒 Remote logins to CMA will now auto-update PBX firewall rules for security.

🎉 More Federal Holidays added to our Holiday table, so you never miss out!

📞 Twilio integration: now better than ever!

🖋️ Digital Signatures on Extranet get a sleek update.

📑 Fee Schedule summaries made easy when a Lead’s address state changes.

🔍 RPPS Code descriptions updated to keep you in the know.

🏢 HSCP fields added to HUD module for extra functionality.

👥 User management views are now packed with more helpful info.

🚀 General report cleanups & optimizations for a smoother experience!

There is a new System Setting: NSF_FEE_EXCLUDE_CREDITORIDS that allows listing CreditorIDs for which NSF Fees should not be charged.

When importing the ACH failures, if a Client has an OPEN account that is associated with one of the CreditorIDs specified in NSF_FEE_EXCLUDE_CREDITORIDS, the following message is displayed “An OPEN Creditor prevents NSF Fee” and no NSF Fee is generated.

We are excited to announce a new feature enhancement that will allow you to create custom SQL reports in our system. This feature will enable you to query data from various sources and generate reports that suit your specific needs.

What is a Custom SQL Report?

A custom SQL report is a report that you can create by writing your own SQL queries. SQL stands for Structured Query Language and it is a standard language for accessing and manipulating data in databases. By using SQL, you can select, filter, sort, group, and aggregate data from different tables and views.

A custom SQL report can be useful when you want to:

• Analyze data that is not available in the predefined reports
• Combine data from different sources or applications
• Perform complex calculations or transformations on data
• Customize the layout or format of the report

How to Create a Custom SQL Report?

To create a custom SQL report, follow these steps:

1. Go to System Management/Document Template Management
2. Select Type = SQL
3. Write your SQL query in the Query box. You can only use SELECT statements. Do not use INSERT, UPDATE, DELETE, or other commands that can modify data as they will generate an error.
4. Click Save

How to Access a Custom SQL Report?

To access a custom SQL report, follow these steps:

1. Go to the Navigation pane
2. Select the name of your saved your report under Custom Reports
3. Click on your report name
4. If your report has filters, enter values for them and click Filter
5. View your report on the screen or export it as a CSV file

How to Limit Access to a Custom SQL Report?

To limit access to a custom SQL report, follow these steps:

1. Go to System Management/Document Template Management
2. Select Type = SQL
3. Find your report and click Edit
4. In the Access Groups box, enter the permission groups that are able to view the report
5. Click Save

Only members of those groups will be able to see and run your report.

We hope this feature enhancement will help you create more powerful and customized reports in our system.

Thank you for using our system!

We are excited to announce a new feature enhancement for the CMA: Campaign Phone Tagging. This feature allows you to specify a phone number for each campaign you create in the CMA. A campaign tracks the source of Leads.

If you set a campaign phone, when a CallLog record is imported, the CMA will look up the most recent campaign whose phone matches the CallLog DID (Direct Inward Dialing). When the CallLog is linked with a Client, if the Client Campaign is empty, the Client’s campaign is updated.

This feature will help you track and measure the performance of your campaigns more easily and accurately. You will be able to see which campaigns are generating more calls, leads, sales, or revenue. You will also be able to segment your clients by campaign and tailor your communication accordingly.

To use this feature, you need to create a new campaign or edit an existing one in the CMA. You will see a new field called Campaign Phone where you can enter a valid phone number that you own or have access to. You can also use a 10-digit long code phone number (10DLC).

The CallLog Detail report and the Campaign report have been updated to display new columns related to this feature. You can now see the Campaign Phone, CallLog DID, and Client Campaign fields in these reports.

We hope you enjoy this new feature enhancement and find it useful for your business goals. If you have any questions or feedback, please contact us.

There is a new Setting key: NSF_FEE_STATE_FIELD which allows specifying which field is used to determine NSF fees that are applied when importing an ACH Failure file. Either clientAddressOrigState (the contract state) or clientAddressState (the client’s current state) can be specified.

There is a new Company field that allows selection of the Default Bank Algorithm to use when determining which Bank payments should be linked with.

Default Bank Algorithm	Description
Default	The State Default Banks rule is ONLY applied if both the clientAddressOrigState and clientAddressState match. (If the Contract state matches the Client’s current address)
OriginalState	Apply rules based on clientAddressOrigState (the Contract Address State)
CurrentState	Apply rules based on clientAddressState (the Client’s current Address State)

Based on feedback, several small changes have been made to improve the Accounting experience. Many of the smaller changes are listed within the CMA internal Changelog.

Notable changes include:

• The Client Payment and Disbursement tabs can be exported to a CSV file.

• Filters have been added to the Disbursement tab for dates and to collapse fairshare. Collapsing fairshare displays gross, fairshare, and net columns for the primary Disbursement record.

Default view:

Collapsed FairShare view:

• In addition, when a failed Disbursement is imported via a Check Return file or RPPS Return file and it is associated with a Cleared FairShare record, the system now automatically creates a Payment record of type Operating Account Credit in the amount of the Cleared FairShare. This allows the Client funds to be balanced and simplifies the process of dealing with this scenario.

ACH files now support batching multiple sub-accounts within the same Financial Institution (Bank) in one NACHA file. Sub Accounts can be linked with a Parent Bank under System Management/Banks.

The DMA ACH Batch can now include LMA Payments so that only one ACH file needs to be created. This is accomplished by setting the Company filter to Any and the Include LMA filter to Yes.

Support to mark Cleared Payments and Disbursements as Reconciled has been added. A Reconciled transaction is no longer editable through the CMA.

There is a new Setting key: RECONCILE_ACCOUNTING_TRANSACTIONS_AFTER_N_DAY which is used to specify the number of days after which a Cleared Payment or Disbursement should be marked as Reconciled by the CMA’s daily job. To disable this job, set the value of the Setting key to 0.

Filters and columns have been added to the Payment and Disbursement reports. An R appears prior to the Status column for Payments and Disbursements when that transaction has been marked as Reconciled.

Video Overview of Extranet Packages

An Extranet Package is a collection Extranet Phases arranged in a specific order. It is used to provide a sequence of pages that are displayed to the Client through the Extranet.

New functionality has been added to allow simpler management of multiple Extranet Packages. Previously, Extranet Steps were defined either at the Agency or Company level. If multiple packages were desired, they would be combined into the existing extranet steps and a new start step would be selected by the User under the Client/Admin tab.

Extranet Packages simplifies this by creating system level packages similar to Document Transactions. Multiple Extranet Packages can be associated with either an Agency (so that they appear under the LMA Paperwork) or a Company so they appear in the Backend Paperwork.

When adding a new Lead, there is a new field next to the Lead Source that facilitates stating the ClientID of the Client that referred this Client. In addition, there is a new report under LMA/Client Referrals that displays all Leads that have referred and have been referred by other Clients.

The RPPS DMP File format has been updated work with the new Client Budget architecture. In addition, the Student Loan budget item is passed as a separate category. The computation of Total Debt to Income Percentage has been updated to be more accurate. Max repayment period for Hardship indicators A & C have been increased from 60 to 72 months to support Less than Full Balance indicators going live in October.

The Creditor fields are now grouped into different sections to make it easier to locate specific information. Fields have been added to track Creditor Policies/Benefits.

A new CSP stats table to more accurately display number of enrolled CSP Clients for the month has been added to the Standard Budget. The table is automatically displayed when at least on account linked with the Client participates in CSP.

A new Report has been added under DMA/RPPS & Checks/Possible FS Matches.

The report displays ClientCredit records that may be missing FairShare based on the Creditor they are linked with.