What's New 2017

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.

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.

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.