Asynchronous account look up for customers with up to 3000 accounts
Transaction level details for ACH originated via ACH Pass Thru
Improved file mapper for ACH upload
Fixes
Corrected display for long transaction names
Corrected recipient search using special characters
Corrected in-field validation for IBANs on Android devices
Corrected errors when using a split to categorize transactions using Financial Tools
Added accessibility
December 2021 (4.4.0.93)
New Features for All Users
Updated menu for managing grouped accounts
Additional fields in "Quick Transfer"
Ability to link to external financial institutions using authorization through Financial Tools (ex. Capital One & Chase Bank)
Ability to upload and download attachments from mobile app
New Features for Business Users
Transaction file mapper can be set as Fixed Widths or as Delimited
Create "Payment from File" without entitlement to manage recipients
Fixes
Exporting with filters will now only include filtered transactions
"Last Update" date at "Account Details" display the correct date
Clarification of multifactor authentication (MFA) time out error for linked accounts
Allows multiple MFA attempts within a single session
Corrected "Error Aggregating" message when authenticating multiple MFA for linked accounts at once
Screen reader improvements
Fixed profile page error for new business users
Added a confirmation step after the user deletes SAC delivery method
Corrected the issue where, after a user created a new recurring transfer series and attempted to authenticate it with a Secure Access Code, the user received an error and the transaction remained in Drafted status
Fixed transfer issue where some accounts only displayed in "To Account" or "From Account" dropdown after amount was entered
February 2021 (4.4.0.75)
New Features for All Users:
Wire ABA look up within the online wire form
Account details listed in two columns
Images of memo posted checks
The ability to nickname the account from within the account details
Improved subcategorization tools within Financial Tools
Ability to unlink entire linked financial institution with one button within Financial Tools
New Features for Business Users
Global account nicknames
It allows a single user to set an account nickname for all users
Recipient dual control
Adds approval step for updating ACH/Wire recipient information for an added layer of security
Improved ACH email alerts
Fixes
Check images print to scale
Customers can download larger amounts of online banking history at once
Our site uses cookies so that we may improve its functionality to give you the optimum browsing experience. While these cookies are not required, if your browser settings do not allow our site to use cookies, certain functions of the site may become unavailable.