Hello Centerbase Family!
I hope you are having a great summer and enjoying the Olympics! We have been doing some sprints of our own and have an exciting release for you focused on checks and reporting.
For checks we are happy to announce the release of exportable ACH files! This will allow you to export ACH checks in Centerbase to a Nacha-compliant file to be uploaded to your bank. For reporting we found and fixed several issues that have been impacting our customers; see the release notes below for more details.
Banking
- New Feature: Export Nacha-compliant files to upload to your bank for ACH payments to vendors.
- Added functionality to collect and export ACH payments in the Nacha-compliant format, so that users can import to their bank for payment.
- Fixed an issue where "Print Check Later" was getting unchecked when edits were made to trust transactions linked to checks.
Reporting
- Fixed an issue that was causing an error to display while loading Advanced Reports.
- Fixed an issue that was causing inactive matter and records linked to inactive matters to not appear in Standard reports and queries.
- P&L Comparison report: Fixed an issue where "Change" amount was calculating incorrectly when totals were negative.
- Updated Excel exports to download time fields in local time instead of UTC.
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