Darwin Cloud

October 2024 darwin.Cloud Updates (10.18.24)

Updated on

What's New?

BANKING

  • Bankstream > Classify > Categorize Transaction (multiline) (UI) Add subtotal to bottom of screen
    • When users are categorizing a bankstream transaction into multiple line items, there should be fields on the screen that automatically show the total of the items added by the user to make the screen easier to use

COMPANY

  • Notifications > Override Notice - {agent Override side} merge field needed
    • merge field that would indicate the agent override's side of transaction {agent Override side}
  • Company > Notification > Log > add resend and print buttons
    • added the 2 buttons in notifications just like in the campaign
      • resend button
      • print button
    • Campaign & Notification: added link that agent/supplier/vendor etc can use to add their ACH/CC payment information without logging in to darwin.Cloud
      • add a merge field users can use to send to agents, vendors, buyer/seller for them to enter their ACH/CC without logging in to darwin.Cloud
    • Notification: added biweekly and custom date in the schedule and history tab
    • Notifications (Missing Feature) "View Recipients" feature needed for Notifications
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