CSP Multi-Tier Support

There is a new System Setting: IS_CSP_SUPPORTS_MULTIPLE_TIERS

If enabled:
– when sending a Lead package, the same tier is no longer required for CSP accounts
– any hardship indicator linked with the Creditor can be selected

Billed FairShare for Transmitted Disbursements

There is a new System Setting variable: IS_GENERATE_BILLEDFS_FOR_TRANSMITTED

Typically, Billed FairShare is only generated for Cleared Disbursements. When enabled, Billed FairShare is also generated for Transmitted Disbursements.

Update CSP Stats

Stats for CSP Creditors displayed in the Standard Budget now include a total of Accepted Proposals with a first disbursement during the current month. This provides a more accurate percentage of accounts enrolled in a CSP Tier.

Creditor Disbursements via ACH

Disbursements to Creditors can be made via ACH instead of a check file. To enable ACH Disbursements:

  • Add a Bank record with the Creditor’s Bank ACH information
  • Update the Creditor record and link it with the new Bank
  • When this is done, a new drop down appears in the (DS) Check view that allows selection of Creditors with ACH disbursements.
  • Select the Creditor and generate an ACH file instead of a Check file

CoApp Alias not displayed on Budget

CoApps with a Relationship of Alias are no longer displayed in the Standard Budget. This removes the net income fields for the CoApp from appearing in the Budget computations.

Ability to set default Disbursement Bank

There is a new field in the Company record that allows selection of a default Disbursement Bank that is different from the Bank that is used to draft Payments and transmit Client ACH files. If no Bank is selected, the Default Bank is used for Disbursements.

Tasks can inherit Client Assigned To

Tasks can now be assigned to the User its Client is associated with. In the LMA, the Task will inherit who the Lead is assigned to. If this is a backend task, then it inherits who the Client is assigned to.

Add ability to assign Client records to Users

Similar to how Leads can be assigned to Users, Clients can now be assigned to Users.

Assignment can be performed via the Admin tab in the Client record or in bulk via the Manager Report.

Filters and columns have been added throughout DMA Reports including: All Clients, Client Balances, Search, Client Docs, Client Messages.

There is a new Assignment Report that displays the number of assignments per User by Client Phase.

There is a new DocumentTemplate variable called $UserBackend that contains the information of this user.

Task functionality remains unchanged for the DMA.