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# What's New 2018

## 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. Select Dispositions and Document Categories for more information.

- 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. Select Enter Rent Rollfor more information.

- 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.