Written by We realized the Transaction section of the Utilities menu was a little jumbled. The point of these utilities is to save you time, so it just doesn’t make sense for you to spend extra time trying to find the utility you’re looking for! That’s why in version 6.0.9, which is coming out in just a few short weeks, we’ve reorganized the transaction utilities to make them easier to navigate.
Check out the changes:
In the “Posting” subsection, we’ve placed the utilities related to posting transactions:
- Bank Fee Posting
- Client Fee Posting
- Interest Posting
- Client Balance Payout
In the “Scheduling” subsection, you’ll find the utilities related to scheduled transactions:
- Create Scheduled Deposits
- Create Scheduled Payments
- Update Scheduled Deposits
- Update Scheduled Payments
Below that, we’ve left the Receipts Required and Reset Transactions screens out for easy access.
Finally, in the “System” subsection, you can access the utilities related to system maintenance:
- Clear Check Printing User
- Archive/Balance Forward
- Purge Data
You might also notice that we’ve slightly altered the names of some of the screens (e.g. Scheduled Deposits Create will now be called Create Scheduled Deposits) to make them easier to interpret.
There are only a few upgrade changes left to reveal! Stay tuned next week for an exciting change that has to do with transfers in RPM.