Release 22.9.0.0 - Limited Release

Product Area 

Type

Summary

Release Note

Configuration - Staff

Improvement

Resolved Issue with Routing Numbers on eFinancePLUS Direct Deposit Form

Previously, when using the Direct Deposit Authorization form used in Employee Records for eFinancePLUS customers, routing numbers did not appear in order. Routing numbers now appear in order, making the form easier to use.

Configuration – Staff, Files

Improvement

New Security Resource - Impersonate Staff

A new security resource has been added, Staff - Impersonate. This enables you to separate the functionality between staff who can edit information from those who can impersonate others. Note that by default, anyone with Staff - Edit security will also have Staff - Impersonate security. This gives the flexibility to change the security resources at your convenience.
Note: To maximize the security of the application, only system admins will have the ability to impersonate other system admins. Other security levels will not be able to impersonate a system admin even with this new security resource.
The new security resource affects the following areas of the application:

• Configuration > Staff: The Impersonation buttons now appear only for users with the new security resource.
• Files (for a Staff member): The Impersonate link now appears only for users with the new security resource.
• Files > (sleeve name for a Staff member): The Impersonate link now appears only for users with the new security resource.

E-Forms

Issue

Expanded Size of Phone Number Fields

Previously, the size of phone number fields was too small, making it difficult to read the values. The size of the fields has been expanded so that the entire field can be easily read.

Form Builder

Improvement

Second Address Field Now Supported in Form Builder

It is now possible to add a second address field to forms created with the PDF Form Builder. This second address field is also supported within the Custom Report for export purposes.