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| 3.7 Service Pack 3 (Build 3.7.7437.*) |
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| 3.7 Service Pack 3 (Build 3.7.7437.*) |
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The Cash Recycler Integration now detects empty cassette and automatically posts a correcting
overage transaction. |
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The collateral entry behavior for an extension of a single-payment cash advance is now
consistent with the collateral entry behavior for a new cash advance. |
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Introduced a new extensibility point in Cash Advance collateral entry to allow required
collateral value to be determined by a stored procedure. |
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| Refund transactions can now be performed historically through the Cash Advance Manager. |
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The right for adding a debtor pool is now checked when we create a pool from the Manage
Collector browse and edit forms. |
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Introduced the ability to calculate single-payment cash advance rate-based fees based on the
total amount due of the cash advance, rather than the principal advanced. This feature is
available as a new calculation method in the Single Payment Cash Advance Fee Type setup. |
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Made several performance improvements to Cashwise, including OFAC point-of-sale checking
and Hardware Service Provider polling performance. |
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Added the DPT Deferred Presentment Tracking (Veritech) report event. This event is fired
whenever an action is performed for a Loan Type that is configured to use DPT Tracking. |
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| The RowGUID column has been removed from the Working Debtor Browse. |
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Added support for No Interest Installment Loans. To configure an installment loan type to use
this feature, do not add any fee types on the loan type. The loan type can still be configured
with charges, if necessary. |
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| 3.7 Service Pack 2 (Build 3.7.7399.*) |
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| Revised Text Export to enable filename designation on the command line. |
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| Fixed several reported issues with the OMRON ABIO Cash Recycler Integration Module. |
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Changed capture device setup to be location specific. All capture devices will have to be
reconfigured for each location. |
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The Veritec DPT integration now handles mulitple pieces of collateral. Cashwise will not send
the close action until the last piece of collateral has been deposited. |
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The Customer Check History viewer now allows both front and back images of the check to be
displayed. |
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| 3.7 Service Pack 1 (Build 3.7.7344.*) |
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The 2.6 to 3.4 location-specific import now supports setting the Location_ID of the session
running the import, resulting in data generated during the import having the same ID prefix as
data generated at the location being imported. |
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The Wisecard module has been upgraded to support the 3.1 version of the Galileo processing
API. This update does not include the PayXone processing extensions. |
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| Enhanced the merge utility scripts to enable database merges. |
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California state regulatory report for customers with check cashing transactions of $10,000 or
more per year. |
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| Payments in the collector now display payment breakdown before processing the payment. |
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The stock debtor letters have been updated to provide debtor role-based information in
collection letters. |
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| Modified the GL export with Go statements |
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| Added hints to device provider edit form |
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| Added right to protect Administrative Rollforward |
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Added a new form that allows the user to search for a customer and view and select collaterals
and then move the selection to the collateral manager. |
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| Added "sample only" warning to default loan and other legal agreements. |
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| Updated the text import documentation to reflect the structural changes made in the 3.7 version. |
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| Changed the text of the AllowRefinance check box to Allow Refinance of Loans. |
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The address on the schedule letter form is now defaulted to the primary address of the primary
contact method for the contact. |
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| Fixed several problems with the Debtor Payment processing forms. |
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| Address Status now correctly defaults to NEW when adding a Contact or Customer. |
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| Fixed incorrect fees calculated on Installment loans. |
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| Fixed several sizing issues in the various system setup forms. |
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| The replication scripts have been updated to work with the structural changes introduced in 3.7. |
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| Added a report event for external cash transactions, as well as internal cash transfers. |
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| Certified with Veritec in Oklahoma. |
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| The Courtesy Call Browse has been adjusted to display more log items by default. |
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| Added the ability to edit the customer directly from the Courtesy Call Browse. |
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| Expanded ACH returned-item import to handle more return codes, including R63. |
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Debtor payments from Point-Of-Sale have been enhanced to allow the selection of amounts to
be paid on individual debts, as well as the application of any credit outstanding for the debtor. |
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| The system now prevents modification of certain reserved reversal and return reasons. |
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| Vertiic certification for regular loan in Illinois |
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Added Rule of 78 interest calculations and balloon payment handling features to the installment
loan module. For more information on these features, see the Cashwise Administrator's Guide. |
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Added a right to protect the process of copying and moving debtors to different pools in the
Debt Collector. |
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| Veritic Integration in Illinois and Michigan |
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| The Courtesy Call Browse now displays the most recent call first. |
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When choosing to use an existing contact during a contact add, the system will now populate
the existing contact with any information entered on the new contact that was not present on the
existing contact. |
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The Cashwise Software now supports a direct integration with OMRON ABIO Cash Recycler.
The ABIO is a 5 casette safe/ATM quality cash recycler. There is a new cash type (Recycler)
that can be used in addition to safes and drawers. The integration also allows a single recycler
to be shared among multiple tellers. This feature requres the 2.0 version of the Microsoft .NET
Framework. |
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Labor Transaction Report - Made it an option to choose a location or run the report for all
locations. |
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The system no longer allows a user that is currently assigned to an open drawer or safe to be
terminated. |
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| Filters for browse forms are now required to have unique names. |
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| Added the ability to revert the icons for Cashwise commands back to their default icon. |
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| Removed the Add and Delete buttons from the Cash Types browse. |
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Added the ability to print a specific letter immediately from the Working Debtor View, rather
than having to schedule it and then print it. |
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| Added the ability to select all in the user location assignment screen. |
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| Added a Customer Debt History Report to the stock report library. |
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| Check Deposit Report - Added the option to limit to a single location or show all locations. |
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Updated the General Ledger Export documentation to include a description of the transaction
granularity of the exported data. |
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| The procedure IsHoliday will now raise an error if the date passed is null. |
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Fixed a problem with loan inventory history generation on roll forward only keeping one day of
history in the snapshot. |
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The email address for a contact can now be selected when it is viewed from the point-of-sale
screen, or Working Debtor View to allow it to be copied without having to edit the customer
information. |
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Fee schedules for debts and installment loans are now correctly built using the loan or debt
origination date, rather than the date of the proposal. |
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| Updated some of the icons used throughout the system to improve usability. |
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Improved the overall performance of the debt import by eliminating unnecessary snapshot data
imports. |
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| Added the ability to mark specific items non-bankable in the Banking module. |
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Added the ability to transfer the outstanding balance of a Cash Advance Loan to the debt when
returning a specific proposal for a Cash Advance. |
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Added the ability to customize the default information for cash advance collateral. This will
allow for more flexibility in configuring the system for multi-collateral loan types. |
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Cashwise now supports an ACH AutoPay module for Installment Loans which will allow
scheduled payments against installment loans based on configurable thresholds for principal
and interest balances on the loan. For more information, refer to the Cashwise Administrator's
Guide. |
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Added the ability to prevent a user from adjusting the amount of a loan based on the amount
type being adjusted. |
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Added the ability to recalculate loan accumulators from the Working Debt View and the Cash
Advance Manager. |
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Added the ability to filter bankable items by type (Check, Cash Advance Collateral, Check
Debt, and Cash Advance Debt). |
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Added the ability to limit the Days To Warn setting to affect only deposited loans, rather than
any payments against a loan. |
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Improved error reporting in the Cashwise import if the structures in the source database have
been tampered with. |
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| Added a list to select employment position for a contact. |
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Fixed several import issues surrounding balancing the fee days accrued for imported cash
advances. |
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The system now uses the server date and time consistently to record the EntryDate for
transactions. Previously, the fiscal date was used, which would not have a timestamp if the
physical and fiscal dates were different. |
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| Changed the error message for a bad product license key to include the location ID. |
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Changed the import to use the check return date in the old system when importing manual
debts. |
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ACH collateral in the Cash Advance module will now produce ACH transactions directly
without having to configure a Cash Advance Bank to create the transactions. Note that the
addition of this functionality will require that installations using the Cash Advance Bank feature
to generate ACH transactions based on ACH collateral will have to be re-configured to avoid
creating duplicate ACH transactions when depositing the cash advance. |
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| Added a Debt Criteria for an installment loan debt. |
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| Cash advance extension transactions can now be rescinded. |
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Cashwise now includes a system requirements checker that will verify the hardware and
software environment in which Cashwise is running. For more information, refer to the
Cashwise Administrator's Guide. |
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If a cash advance validation does not have an override group set, an error with the message
from the validation is now raised. This makes it clear that the validation cannot be overridden. |
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The system now uses the waiting period setting for the CHK debtor payment type to exclude
debt deposit transactions when building debt warnings to be displayed for a debtor during a
point-of-sale transaction. |
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| Added a report event that is invoked when transactions on a given day have been authorized. |
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| Michigan state required Loan Type with a variable percentage rate per 100 dollars loaned. |
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Fixed a problem with overrides for cash advance validations applying for the duration of a
transaction, instead of being reset if the information causing the validation to be checked is
changed. |
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| The Security Override Screen now displays more information about the right being requested. |
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| Increased the size of the description field on the new cash advance debt form. |
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Changed the text of the upgrades pending dialog box to make it clear that the application will
not be upgraded and to contact a system administrator to perform the upgrade. |
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Expanded the capabilities of the Export Settings module in System Setup. For more
information, refer to the Cashwise Adminstrator's Guide. |
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| Added Customer Name to the Cash Advance Deposit Collateral form. |
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The Cash Advance Module now allows additional principal to be added when extending or
refinancing a loan. |
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| Warnings now display the user responsible for creating each warning in point-of-sale. |
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Converting an installment loan into a debt now accrues interest on the installment loan through
the current debt before transferring the balance to the Debt Collector. |
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Debtor payments can now be made by inactive debtors through the Point-Of-Sale Debt
Payment module. |
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| We now issue a warning when editing a loan type that has outstanding loans. |
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The Debt Collector now records prepayments as seperate debts, rather than accumulating all
prepayment amounts on the same debt for each debtor. In addition, application of credit
amounts has been made explicit, rather than requiring the user to make a $0 payment. |
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| Added the ability to issue interest only installment loans. |
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| Registered the General Ledger Export Module with the Export Settings subsystem. |
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| Subject calculations in the loan engine now ignore reversed and reverse operations. |
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| Minimum payment procedures will now work when refinancing a cash advance. |
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| Changed the order of the cash advance fee schedule tables. |
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| We no longer default the value of Direct Deposit when creating a contact employer record. |
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| Added an additional import validation for Cash Advance fee transactions. |
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| Changed the way retroactive fees are calculated in the cash advance engine. |
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| Added the ability to add a recurring fee to a debt after it has been created. |
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The replication configuration scripts have been updated for the 3.6 branch, as well as for use
with SQL Server 2005. |
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| Fixed the right types tree not showing certain rights in the security module. |
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| Added the ability to calculate a payoff amount for debts in the Debt Collector. |
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The Working Debt View can now be launched (subject to security) directly from the Debtor
Payment Edit. |
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Created location specific settings for the DPT Tracking system. You can now override the
login information for each location using a tracking module. |
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The Returned Item Payment sale item module button has been replaced by the Debt Payment
module button in all point-of-sale configurations. |
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| Updated the deletion of a cash advance proposal to be more replication friendly. |
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The description of the relationship of a reference to a debtor is now displayed in the Call Task
Phone lookup. |
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Debtor payments are now required to apply to some debt if the debtor making the payment has
any outstanding debts associated with them. This will prevent pre-payments from being made
while the debtor has outstanding debts. |
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The system now has an option to require a security override to reverse a loan transaction on a
day other than the date of the loan transaction. |
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The session ID for the current Cashwise session has been added as a parameter to all report
events. |
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Added the ability to indicate the results of a call task in the Debt Collector, as well as the
Courtesy Call Browse. |
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The bankable items lists now exclude any item that has a last banked result of Stopped Payment
or Account Closed. |
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Added the ability to issue simple interest installment loans as an option on the installment loan
type setup. This new option determines whether interest is accrued through the scheduled
payment date when a payment is made (the default, non-simple interest behavior) or through
the actual payment date (the new simple interest behavior). |
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Devices configured in the Hardware Service Provider are now location-specific, allowing
multiple locations to have devices with the same ID. |
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The Due Date column for installment loans in the various Cash Advance management and
selection screens is now the next payment due date for the installment loan, rather than the last
payment due date. |
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| Added a State_ID field to Title Loan collateral for Cash Advances. |
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| Improved the selection capabilities of the copy settings screen. |
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The Daily Closeout Report now shows a breakdown of principal and fees for outstanding cash
advance inventory. |
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The system now saves the full text of the response from all Tele-track loan approval requests,
rather than just the score and approval code. |
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Prevented certain deletions or modifications of debt types that would leave debts or that type
orphaned. |
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The Customer Cash Advance History screens now have a Pending column to allow the user to
quickly determine whether or not a loan is pending. |
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The Check record now stores the cash date explicitly. This allows replicating enterprises that
don't necessarily replicate sale detail information to access the check cashed date from other
locations. |
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| The system now prevents the creation of a debt from a loan that has been refinanced. |
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Added confirmation dialogs to several potentially long-running processes in the Working
Debtor Browse and View. |
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| Added a custom script for Cottonwood's custom form to be used in the state of Illinois. |
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Reversed and Reversal proposals are now red on the Cash Advance Select, History, Browse,
and Manager forms. |
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Collector Productivity Report - Added POS Payments Only and Collector Payments Only
filters. |
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Reversed operations were not being excluded correctly in some cases when applying payments
to installment loans. |
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The Debt Collector setup is now accessed through the System Setup, rather than as menu items
from the collector menu. |
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Added Loan level tracking tables to allow historical reporting to be based on amount types,
rather than total outstanding. |
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Updated the Teletrack integration to support changes made to the Segment 35 to support loan
and fee amounts with cents. |
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Added the ability to configure whether or not debts are automatically selected when making a
debtor payment. |
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Disallowing transfers to closed locations is now exposed as a configuration setting for cash
drawers. |
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Warnings now store the date the warning was created, allowing stale warnings to be
distinguished from new ones. |
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The utility bill payment module now supports the configuration of a processor's fee that will
automatically be added to the amount collected for bill payment transactions. |
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Added the ability to specify the role on a turndown reason to show who the turndown is
associated with. |
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Fixed a problem where a phone number would be set to a blank string when cleared instead of
null. |
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Added an administrative roll forward button to the roll forward form. If the day has not yet
been opened for business this new feature allows you to change the date without running any of
the closing procedures. |
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| The system now prevents the deletion of a debt fee type if there are debts that use it. |
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| Added a report event for loans deposited via the Cash Advance Collateral Manager. |
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| Added the ability to capture an image when adding title loan collateral. |
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| Added the option to use SASL authentication when sending email with the reporting engine. |
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| Added the ability to filter reversed transactions on the Working Debtor and Debt Views. |
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End-of-day processing is now performed using the OWN user rather than the user rolling
forward. |
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Added the ability to auto-apply outstanding credit for a debtor when a new debt is created. This
is configurable as an option per debt module. For more information, refer to the Cashwise
Administrator's Guide. |
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Added a button to license all locations to the registration setup form. It lists all locations that
were successfully registered upon completion. |
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Added the ability to maintain the set of recurring fees for a debt in the Debt Collector. Also
added the ability to disable an existing recurring fee. |
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| Added collection plan points for all the legal operations available in the Debt Collector. |
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| Added the ability to change the return reason for a debt. |
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The data and image capture subsystems have been merged into a single, more flexible module
that is capable of capturing both data and images together. This allows for the integration of
more sophisticated capture devices such as the MagTek Excella STX. For more information on
how to configure the new capture system, refer to the Cashwise Administrator's Guide. |
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Added the ability to specify whether or not cash transfers are allowed to unassigned cash
locations. |
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Added the ability to track multiple addresses for each Contact. One of the addresses may be
designated as primary, and historical tracking is maintained for all addresses. In addition,
collection plans and debt collection letters have been modified to work with the new structures,
allowing letters to be sent to and returned from specific addresses. |
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| 3.7 Service Pack 3 (Build 3.7.7437.*) |
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