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

DASHBOARD

• In local charts from spotlight tool tip do not show complete data and when user clicked in view more data do not work

PROPERTIES

• Properties > History > modified by column not showing accurate information
  • Under Properties > History, the information is not displaying correctly

BILLS

• Allow users to adjust column width on Bills > Pay bills, Banking > Reconciliation, and Sales > Add Payment
  • Bills Pay bills (default and expanded version)
  • Banking Reconciliation ​(default and expanded version)​
  • Sales Add Payment (default and expanded version)
• Bills>Pay bills: Loading takes too long
  • When the users click on the Pay bills section under Bills, it takes about 1-2 minutes before the screen shows the search results of unpaid vouchers for a certain company.
• Cannot change the check number in Edit Payments without unposting in darwin cloud
  • functionality exists in Citrix darwin to edit the check number field in Edit Payments but this functionality doesn't exist in darwin Cloud

BANKING

• Banking > Reconciliation: Unable to search amount with ".00" in the check amount filter
  • When users try to filter the bank reconciliation by entering the amount with decimal
  • (example: .00 - it's not working only if you search for .00) in the check amount filter, the system doesn't pull any records. It is not showing anything
• Bank stream issue - cannot connect to AMEX using both Plaid and MX servers

SECURITY

• darwin Cloud login: Unable to login, keeps going back to the login screen
  • When user logs in to darwin Cloud, the screen just keeps going back to the login screen

REPORTS

• Reports > REP Cubes: Which cubes updates realtime and what are the other changes in REP Cubes
  • When a transaction closes, one of the cubes that updates real time is the propertiesByAgent to capture any updates from the Closed transaction.
  • other cubes were also updated realtime after a transaction was closed which prevented the user from running the cube when needed since the closing happened
• Changes and fixes in Manage Report Screen
  • Column and Parameter labels - split REGEX in Columns and parameter (include 'ID')
  • Limit groups to have only 2 default values- not 0 nor 1 or 3 (if the report have groups, this is mandatory)
  • Modify search input to allow search IDs
• Agent Production by Month not showing all closings for a selected date range
  • When running the report Agent Production by Month report for date range 01/2023 - 12/2023, the report only shows closings as far as 09/2023 even when the agent has closings for December. 

DROPDOWNS

• Terminated agents don't show in red texts on the Dropdowns > Peoples > Agent Teams screen
  • When viewing the Agent Teams screen under the People submenu in Dropdowns, terminated team members do not show in red. 
  • There is no way to know if a team member is terminated other than to click into the record.

COMPANY

• disable the emoji button in the notification editor
• Darwin Dashboard report link sent to "employees" showing as blank
  •  shows as blank even though the dashboard items in the Dashboard>Overview has information showing
• Email Campaign: Quarterly Commission Statement Team Leader - not showing team members production

SETTINGS

• Settings > Setup (UI) Update forte setting names for clarity
  • Add missing word "to":
    • "Allow agents and vendors enter ACH information" -- "Allow agents and vendors to enter ACH information"
    • "Allow agents and vendors enter CC information" -- "Allow agents and vendors to enter CC information"
  • Fix wording:
    • "Enable Forte for payments by account" -- Allow multiple forte accounts within companies