What's New

What's New includes monthly updates to Cash Workflow. Information will be provided if a monthly release includes updates. If a month does not include updates, a monthly entry will not display.
Note:
This CASH Workflow application help is available for download in PDF format as the CASH Workflow User Guide.

June 2025

Security Enhancements - Virus and Threat Protection: As part of our commitment to security, we have updated the application to ensure that all imported files are processed through our enterprise antivirus and malware detection systems prior to entering the application as file attachments. This effort is aimed at reducing the risk of potentially malicious files from entering the network.

October 2024

File Upload Validation: Updated the file upload feature to enhance application security and protect against vulnerabilities that can be introduced through files uploaded to the application. You can now upload only supported file types (listed here) and the file size for each uploaded file cannot exceed 20 MB.
  • Supported Document File Types
    • pdf (Portable Document Format; Adobe Acrobat)
    • .doc, .docx (Microsoft Word Document)
    • .xls, .xlsx (Microsoft Excel Document)
    • .ppt, .pptx (Microsoft PowerPoint Presentation)
    • .dwg (CAD software)
    • .rtf (Rich Text Format)
    • .txt (Text files)
  • Supported Image File Types
    • .bmp
    • .png
    • .jpg / .jpeg
    • .gif
    • .ico
    • .psd
    • .tiff

June 2024

  • User Records Not Found: Corrected an issue causing user records to not properly display in cases where the account was deleted and then subsequently added under the same user.

May 2024

  • User Account Data Synchronization: Corrected an issue preventing user account changes in CASH Suite from properly updating to the CASH Workflow application. This issue resulted in certain user accounts (for example, account representatives) not appearing or not being found in CASH Workflow.

September 2023

  • Data Synchronization:Corrected an issue in the CASH Workflow integration with CASH Suite. The issue prevented the successful transmission of data between CASH Workflow and the CASH Dashboard and prevented the syncing of data across systems.

April 2022

  • Support Discontinued for Internet Explorer 11 (IE11): Wolters Kluwer will no longer support Internet Explorer 11 effective June 2022. Our recommended browsers for accessing the application(s) will be Google Chrome and Microsoft Edge (Chromium-based, current two versions). Wolters Kluwer does not anticipate prevalent issues for users accessing the application(s) via IE11. However, Wolters Kluwer will no longer remediate problems that are specific to the IE11 browser.

April 2021

  • Product Release Schedule Added: We have added the Product Release Schedule to Help. You can find the Product Monthly Release Schedule tile next to the What's New tile after you open Help or as a topic in the left pane in the What's New section. (Select Product Monthly Release Schedule.) This information provides the monthly dates when a product is released so you can plan accordingly.

April 2020

  • CASH Workflow now supports the use of Groups and Locations in CASH Suite. After upgrading CASH Suite to 2020.1 or later, data segregation will be effective in CASH Workflow. If an organization uses groups and locations in CASH Suite, a user will see only the processes and their related information (dashboard, tasks, alerts, notifications) in Workflow that are tied to the groups and locations where they have access in CASH Suite. If an organization does not use groups and locations in CASH Suite, all the users will continue to have access to all the processes.

January 2020

  • Dashboard alerts will now display only for the last 7 calendar days so only recent and relevant alerts show for a user. This change also helps the dashboard to display more quickly.

September 2019

  • Session Timeout Message: If a user is inactive for 15 minutes, an 'Inactive Session' message will now display to warn a user their session is about to expire. A user must select Continue to continue the session and avoid logging in again. If a user does not select Continue prior to the session timeout at 20 minutes, the 'Session Expired' webpage displays, the session is ended, and a user is logged out.

  • Process Type added to Pipeline Report: The Process Type has been added to the Pipeline Report and downloaded Excel reports.

August 2019

  • View Dispositions: This version of CASH Workflow adds the ability to view dispositions on the Process Grid, Pipeline Report, and downloaded reports. The ability to filter by dispositions has also been added to the Process Grid and Pipeline Report. Dispositions are a way of categorizing stop/end/pause states of a process.

  • Saved Last Search: Search behavior for Tasks, Processes, and Process Templates grids has been updated to remember the last used search term during a session. Select x in the search box to clear the last saved search and show all items in the list.

  • Updated New Gate Default Setting: The default setting for the Ignore Unreachable Paths on any new Gate node has been changed to unchecked by default. With this default, a Gate opens only when all incoming paths to the Gate are complete. Existing Process Templates are unchanged.

July 2019

  • New Gate Behavior: CASH Workflow now supports two different behaviors for the “Gate” node. A new setting on this node will block the gate and prevent the process to mover further until either all the incoming paths are complete, or all the reachable incoming paths are complete. When the user selects a particular conditional choice, all remaining choices and paths originating from them become unreachable. By default, the unreachable incoming paths will be ignored for existing custom and default templates.

  • Import/Export of Process Templates: CASH Workflow now supports importing and exporting of process templates. A user can create a process template, export it, and another user can import this template in a different account and/or environment. This allows for efficient sharing of process templates. Both the default (predefined) as well as custom process templates can be imported/exported. Please note that templates can be exported and imported only one at a time (bulk operations are not supported).

May 2019

  • Improvements to shared grid and report views: This version of CASH Workflow further enhances the Shared Views and Shared Reports functionality. If a user is removed from the system, any views shared with others will remain available. Any recipient of those views can assign a new owner. Only the individuals with Shared Report Views and Shared Grid Views permissions will be eligible to become new owners. As a reminder, an owner can update, rename, or delete a shared view, and those changes are propagated to all recipients of the view automatically.

April 2019

  • Shared Grid and Report Views: This version of CASH Workflow introduces the ability to share grid and report views with other users or roles. Users with appropriate permissions can share views for reports (Pipeline & Performance) and grids (Processes & Tasks). This functionality will allow managers and supervisors to create common views for grids and reports for their team members, so everyone is looking at a consistent set of data.

  • IP Filtering Support: CASH Workflow now supports IP (Internet Protocol) filtering capabilities that allow you to limit access to the application only from specific IP addresses specified in Security Administration. IP addresses that are not white-listed will be blocked from the accessing CASH Workflow application. This is an optional capability; Financial Institutions who choose not to use this functionality will not be impacted. For more information, refer to the IP Filtering section in Security Administration Help.

March 2019

  • Updated Pause Behavior: This version of CASH Workflow adds the option to continually update the due dates and keep the SLA unchanged while a process is paused. Previously, the due dates did not update automatically while the processes were paused. As a result, the processes, their tasks and phases could become critical or late while paused. Users can now configure a template level setting to update due dates and keep SLA unchanged while the process is paused.

  • Active Tasks on Process Grid: CASH Workflow now provides users an easy way of viewing active tasks of a process directly from the process grid. A user can click on the process state and SLA icon to view the list of all active tasks including the assignee, due date, and status for each. Additionally, a new optional “Active Tasks” column is now available on the process grid that displays the names of all active tasks for each process. The data in this column can also be downloaded to Excel through the Download action on the process grid.

  • Manage saved views: CASH Workflow introduces a more streamlined user experience for creating, updating, renaming and deleting views for Process and Task grids and Pipeline and Performance Reports. Users can now perform all these actions from a single menu. Additionally, users can now specify self-created views as defaults for the grids and reports. When user goes to a particular grid or report after login, the data will load using the default view. The system provided default view is still available and has been renamed as “Standard” view. After the first-time login, the grids or reports will load with the “Standard” view, but user can change that any time they want.

January 2019

  • Updated CASH Workflow Onboarding and Setup for new customers: This version of CASH Workflow streamlines the new customer on-boarding process by installing sample process templates. The templates are automatically installed when a new customer is granted a CASH Workflow license. New customers receive the CRE (Commercial Real Estate) Loans template and the C&I (Commercial and Industrial) Loans template. New customers can use these templates as is or as a starting point when creating their own.

December 2018

  • Management of Dispositions & Document Categories:CASH Workflow now provides users the ability to create, modify and delete dispositions (i.e. various end states such as ‘Approved’, ‘Denied’, ‘Boarded’ etc.) and document categories. Users with appropriate permissions can manage these entities themselves without the need to involve Wolters Kluwer personnel. Newly created or updated dispositions and document categories will be immediately available for use.

  • New Integrated Task (Enter Rent Roll): This release of CASH Workflow improves integration further with CASH Suite with the introduction of another integrated task (Enter Rent Roll). Users can now define tasks in the templates to enter rent rolls for income generating properties by using dynamically generated links. After completion of work, the tasks can be marked done either directly from CASH suite or through CASH Workflow.

  • Max. Number of Columns in Grids: CASH Workflow now supports the addition of any number of columns to the Processes and Tasks grids. Previously, users were not allowed to add more than 8 columns at a time to the grids, but that restriction has now been lifted.

November 2018

  • New Integrated Tasks: This release of CASH Workflow introduces two new integrated tasks: Spread Tax Returns and Spread CRE Operating Statements. The introduction of these tasks further improves the integration between CASH Workflow and CASH Suite. Users can add tasks to their process templates, and assignees can use the links provided within these tasks to automatically load appropriate files in the CASH CRE or CASH Insight modules. After the work is complete, assignees can mark the tasks complete directly from CASH Suite as well.
    Note:
    To user Integrated Tasks functionality, you must upgrade to version 6.3.

  • This release resolves an issue where the claim, assign and reassign actions executed from the Tasks grid were not working for tasks with a sticky assignment (same assignee for specific roles).

June 2018

  • The June release of CASH Workflow adds the ability to include working links to other websites (i.e. URLs) to tasks and moves the What's New information to a more visible location in the Help menu.

February 2018

  • Process Visualization: This release introduces a new way of looking at processes. Process Visualization provides a complete visual history and progress of an active process to date. This live view, accessible from process or task detail pages, shows the path(s) taken, including previously completed, currently active, and upcoming future tasks. It helps a user understand exactly where they are in the process and how they got there. Color coded tasks and phases provide a complete SLA status of the process. A user can also go directly to specific tasks by using actions available within the live view. Several filters let a user highlight relevant parts of the diagram by focusing on their own tasks or tasks for one particular role or roles within the process. Process Visualization provides a high level view of the overall process for managers and an easy way to dig deep into specific parts of the process for team members. In addition, the historical view of completed and stopped processes will be valuable from an audit and compliance perspective.

  • Improvements: Several small improvements are included in this release. Users now have the ability to overwrite previously saved views for grids and reports. New search capability helps users find the right documents within the process or any of its tasks quickly. All grids now have a reload option available plus tool tips have been added to column names for process and task grids. Lastly a manage link is now available on profile screen so users can easily change their password and or challenge questions.

January 2018

  • Performance Report: This release introduces a new report to analyze and compare the work performance of employees based on how they are doing against their assigned workflow tasks. Managers can review the performance of a particular employee or compare multiple employees against each other. The assigned task and hour count together provides a complete picture of employee’s workload. The graphical view helps identify the bottlenecks quickly, and tabular view with filtering and sorting options provides further details so appropriate actions can be taken to address those problems. Managers will easily be able to see the unassigned/late and critical tasks for each job function and take actions to get those tasks completed. Users can save multiple customized views of this report to quickly access relevant data in the future. Additionally, tabular data from these reports can be exported to Microsoft Excel format for further use.

  • Bulk Actions for Documents: Users can now work more efficiently and take actions (upload, download, move or delete) against multiple files. Previously, these actions had to be performed one file at a time. Users can choose one or more files within a placeholder and download, move or delete those with a single click. Users also have the ability to download all the files from a process itself or all the files within a placeholder through a single action. When multiple files are selected for download, a zip archive is created. During upload, if some of selected files are invalid (due to their format or size), the rest will still be uploaded. User can retry or cancel selected or all the erroneous files in one go as well.

December 2017

  • Pipeline Report: Users will now have access to a pipeline report that shows all the active processes/loans/transactions in the system. Users will be able to view the total dollar in the pipeline with respect to different time horizons. They can also toggle between graphical and tabular data. Users can apply various filters and create custom views for the report as well.

  • Enhanced Search and Filters on Grids: Both tasks and processes grids now have advanced filtering and improved searching capabilities. Filters allow users to quickly get to most relevant data while enhanced search works not just on the name column but on all visible columns in the grid. Several optional columns are also available for both grids and user can pick and choose the most relevant ones for each. Users also have ability to download all or selected data from a grid as Microsoft Excel files. Lastly, users will be able to create multiple custom views of each grid including filter and column selection. These views will be useful to quickly get to most relevant data in the future.

November 2017

  • Integrated Task (CASH Spread Financial Statements): This version introduces first integrated task to improve integration between CASH Insight and Workflow. Users will now be able to define tasks in Workflow to ‘spread financial statements’ in CASH Insight. When such tasks are executed, assignees can use the links provided within the tasks to automatically open up CASH Insight with appropriate spreads loaded. After spreading is complete, users will also be able to mark their spreading activities or workflow tasks complete directly from CASH Insight. Future versions will contain support for more such integrated tasks.

  • Multi-Account Support: Any user that belongs to more than one account will now be presented with a selection screen at the time of login to choose the appropriate account. Once successfully logged in, such users will have an option to switch to one of their other accounts during the session.

October 2017

  • Email Notifications: Workflow can now send email notifications to users for various activities. This is in addition to standard desktop notifications for task assignments. Emails can be generated for various process and task specific activities and not just for assignment activities. By default all the email notifications are turned off for users but those notification preferences can be set up by users through ‘My Settings’ page. Once set up, users will receive email notifications to their registration email address when appropriate task and process specific activities take place in the system.