Changelog

Product Changelog

Product updates, new capabilities, platform improvements, and release notes for the Client Management Application.

  • Changes – 2022 Q2

    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! 📦…

  • New Feature: Waive NSF Fee based on Client’s Creditor

    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…

  • New Feature: Custom SQL Reports

    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…

  • New Module: HUD Approved CMS

    We are excited to announce that Client Support Software’s CMS for housing counseling agencies, has been approved by the U.S. Department of Housing and Urban Development (HUD) as a HUD certified Housing Counseling CMS, compatible with the Agency Reporting Module version 6 (ARMv6) specification. This…

  • New Feature: Auto-link Clients with a Marketing Campaign based on CallerID

    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,…

  • Default Bank Algorithm and NSF Fees

    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…

  • Accounting Enhancements

    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…

  • ACH File Generation Updates

    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…

  • Automated Reconciliation

    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…

  • Extranet Packages

    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…