Product Changelog
Product updates, new capabilities, platform improvements, and release notes for the Client Management Application.
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EMS Support
This document outlines how to enable Extended Modification Solution (EMS) support in the CMA. Add Hardship Indicator to Creditors A new EMS Hardship Indicator with a value of “M” has been added to System Management/System Codes table: This hardship indicator should be added to participating…
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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
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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.
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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.
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New Debt Type ClientCredit field
There is a new field in the ClientCredit records that allow selecting a Debt Type
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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…
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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.
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Add Previous Payment Date field to Client/Admin
The date that a Client was last batched via the Payment Batch now appears in the Client/Admin tab.
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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…
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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.