Online Banking Updates

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

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