Product Updates

Product Updates

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

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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.

  • 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.

  • 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…

  • 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:…

  • Payment Change Fee Action Shortcut

    In order to improve the process of creating a Payment record for payment date change requests, a new shortcut has been added to the Client/Accounting/Payment tab. The shortcut can be enabled if Payment Change fees are used by setting to System Setting variables: PAYMENT_CHANGE_FEE_AMOUNT PAYMENT_CHANGE_EXCLUDE_STATES…

  • PaymentTypes can be Inactive

    PaymentTypes can now be made inactive. Doing so will remove them from Payment Type drop downs in the CMA. Payment records linked with Inactive types will still display the correct Payment Type.

  • Credit Score storage change

    All Credit Scores are now stored in a central location for both Clients and CoApps under a Client tab labeled FICO. Previously Credit Scores were stored in three different locations: Client Budget section CoApp record Housing tab All previous scores have been moved to the…

  • Support for ACH WEB Transactions

    Payment records can now specify the use of the WEB ACH SEC type. WEB can be manually selected when a Payment record is created. This helps facilitate pulling for one time transactions authorized via the extranet. If no selection is made, Payment records default to…

  • Override RPPS CDA Program APR

    Some Billers like Citi return a 0% Program APR with accepted proposals via the RPPS CDA record. The actual Program APR may be a non-zero value like 9.9%. This requires manually updating the Program APRs for relevant ClientCredit records. A new field in the Creditor…