Show Hide

 

Feedback

  • Contents
 

Latitude

Latitude 10.0 SU 9 includes the following new features and changes.

Addresses

Added the Choose Bank Accounts to Sync Address Change dialog box for syncing bank account addresses when modifying a debtor's or co-debtor's address. This dialog box also appears when modifying an address for an ACH wallet item.

Interest

Added the Interest Accrual Tracking panel for viewing accrued interest for an account.

Letters

  • Added ability to modify pending letters using Microsoft Word to the Account Letters window. You can use this feature if your organization enabled the Merge Using Microsoft Word permission and you have Microsoft Word installed.

  • Changed the format for saving letter images from RTF to PDF to save space.

Payment arrangements

  • Added ability to change the check number for an active ACH payment in an arrangement in the Change Wallet Item dialog box.

  • Added ability to change the payment instrument for multiple payments in the Arrangements panel.

  • Added ability to select a payment instrument from the wallet on the Select Payment Type page in the Enter New Arrangements window.

  • Added ability to view payment arrangements for linked accounts in the Arrangements panel.

  • Added ability to add a payment to an arrangement in the Payment Arrangement Wizard.

  • Added ability to renegotiate a payment arrangement in the Payment Arrangement Wizard.

  • Changed the functionality for making up a declined payment in the Arrangements panel so that it doesn't ask whether you want to add or reuse a wallet item. Instead, it uses the existing payment instrument.

  • Changed the functionality for real-time credit card processing in the Arrangements panel to either post transactions immediately or save them in a batch for posting later, depending on how your organization set the Process Real-time Credit Card Transactions permission.

  • Added an option to the Select Settlement Arrangement and the Calculate Arrangements pages to allow you to calculate an arrangement on demand. If you have the appropriate permissions, you can calculate an arrangement on demand. If you don't have the appropriate permissions, Latitude calculates the arrangement as you change values in the arrangement, which decreases performance.

  • Removed ability to add the remaining amount due (deficit) as a trailing payment from the Review Payment Arrangement page when tweaking an arrangement. Instead, Latitude adjusts the last payment amount accordingly.

Payment instruments

  • Changed the process for adding payment instruments to the wallet in the Add Payment Instrument dialog box.

  • Added ability to look up a payment instrument in the Look up Payment Instrument dialog box that is available during the current Latitude session only.

  • Added ability to delete a payment instrument in the Wallet Maintenance dialog box.

  • Added ability to change the address for a payment instrument in the Payment Instrument Contact dialog box.

Permissions

  • Removed Access Promises permission as Latitude no longer requires it.

  • Added "Default_AccountWithAIM" option to the Account View Customer Code Override Policy permission for displaying AIM details on the Account page in Web Access.

  • Added "Post Real Time Credit Card transactions processed from the Arrangements panel" policy to Enable Real Time Credit Card Processing permission for specifying whether to post credit card transactions to debtor accounts immediately or save them to a batch file for processing later.

  • Added Merge Using Microsoft Word permission for specifying whether users can modify pending letters in Latitude and letter templates in Letter Console using Microsoft Word. You must have Microsoft Word installed to use this feature.

  • Added Add Payments permission for specifying whether users can add payments to non-settlement payment arrangements.

  • Added Add Payment Instruments permission for specifying whether users can add payment instruments to a person's wallet.

  • Added Auto Calculate permission for specifying whether the system calculates arrangements as a user change values or whether the user notifies the system when to calculate the arrangement.

  • Added Delete Payment Instruments permission for specifying whether users can delete payment instruments from a person's wallet.

  • Added Edit Payment Instruments permission for specifying whether users can modify payment instrument addresses.

  • Added Look up Payment Instruments permission for specifying whether users can look up payment instruments that are available during the current Latitude session only.

  • Added Use Payment Instruments permission for specifying whether users can select a payment instrument in a person's wallet to use in a payment arrangement.

Queue levels

  • Added queue level 014 - Incomplete Link Arrangement for linked arrangements that don't contain all the linked accounts.

  • Changed description of queue level 019 from "Bounced Check (NSF), still has PDCs pending" to "Bounced Check (NSF), with PDCs pending."

Status codes

Added status code ILA - Incomplete Link Arrangement for linked arrangements that don't contain all the linked accounts.

System codes

Added Letter Type dialog box for maintaining user-defined letter types for Letter Console.