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 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…

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…

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…

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…

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…

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.

Creditors where payments are fixed, (i.e. Percent of Debt = No) such as Line of Credit and some Credit Union Loans now display the APR in the LMA. Previously, the APR was ignored and the value N/A was displayed in the Creditor table. Since some…