The Extranet now supports drawing the Client signature either with a mouse or touch based device. To enable the custom signature on an Extranet Phase, edit the phase and set Wet Signature Required to Y.   When set to Y, a drawing rectangle appears on the Extranet…

A Creditor Minimum Finance Charge field has been added to the Creditor record. When a value is provided, the greater of the monthly computed interest or this amount is used when estimating current ClientCredit balances.   Field as it appears in the Creditor record:  …

Support for Equifax Credit Reports functionality has been added. Pulling/Merging/Display of Credit Reports for Clients and their CoApps is now supported from: Equifax TransUnion

The mechanism to compute Monthly Fee rules has been rewritten to provide support for computations based on a Client’s LMA Start date (clientDateStarted). When no date is specified for a rule, it applies from the beginning of time. There is a new System Permission called…

A new optional Task field Creation SQL will only automatically create the ClientTask when the specified SQL statement returns a positive number. The SQL statement is evaluated in the same manner as the Expire Time SQL field. In the example below, the Task is only created when…

When a value is specified for a Task’s Default Note, that text appears in the ClientTask note when it is created. Support has been added to use Smarty syntax to provide support for conditional logic and dynamic text. In the example below, the text “Check…

The following changes have been made when setting a Client Phase to Incomplete. The Disposition Code and Creditor Drop Reason are hidden until the phase is changed to Incomplete ClientCredit accounts with an Accepted Proposal Status are updated as follows: Proposal Status is set to Queued,…

The logic for Positive Pay file and Void Check file creation has been refactored and unified. Bank records have a new field: Positive Pay File Format.  If generating Positive Pay files or Void Check files from the CMA, select one of the available formats.   The…

Add new Setting value: NSF_RETURN_CODES When importing ACH failures, the Return Codes listed in this Setting will generate an NSF Payment/Creditor record. If no value is specified, the system automatically uses return codes R01, and R10. An example value for this Setting is: R01,R08,R09,R10

System Permissions enable customization of default access Groups to specific functionality within the CMA. System Permissions are available under System Management. In this sample view, the name of the permission is listed along with the Default Groups specified by the System. The AreaCode permission has been customized to…