SU 9

SU 9 introduced the following changes and enhancements to Latitude 10.0:

• Addresses

• Interest

• Letters

• Payment arrangements

• Payment Instruments

• Permissions

• Queue Levels

• Status Codes

• System codes

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. For more information, see Modify a Debtor's or Co-debtor's Address and Change the Address for an ACH Wallet Item.

Interest

Added the Interest Accrual Tracking panel for viewing accrued interest for an account. For more information, see View Interest Accrual.

Letters

• Added ability to modify pending letters using Microsoft Word to the Account Letters window. For more information, see Modify a Pending Letter Using Microsoft Word.

• Changed the format of saved letter images from RTF to PDF to save space. For more information, see View a Letter Image.

Payment arrangements

• Added ability to change the check number for an active ACH payment in an arrangement in the Change Wallet Item dialog box. For more information, see Change the Check Number for a Payment.

• Added ability to change the payment instrument for multiple payments in the Arrangements panel. For more information, see Change Payment Instrument for Multiple Payments.

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

• Added ability to view payment arrangements for linked accounts in the Arrangements panel. For more information, see View Payment Arrangement for Linked Accounts.

• Added ability to add a payment to an arrangement in the Payment Arrangement Wizard. For more information, see Add a Payment to a Payment Arrangement.

• Added ability to renegotiate a payment arrangement in the Payment Arrangement Wizard. For more information, see Renegotiate a Payment Arrangement.

• 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. For more information, see Make Up a Declined Payment.

• 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 permissions. For more information, see Process a Real-time Credit Card Transaction.

• 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. For more information, see Auto Calculate Permission, Select a Settlement Arrangement, Calculate the Arrangement (Normal Mode), and Calculate the Arrangement (Simple Mode).

• Removed ability to add the remaining amount due (deficit) as a trailing payment when tweaking an arrangement. Instead, Latitude adjusts the last payment amount accordingly. For more information, see Tweak a Payment Arrangement.

• Added ability to add a credit card that expires before an arrangement ends. For more information, see Negotiate a Payment Arrangement.

For more information about payment and arrangement changes in this release, see Linked Accounts Payments and Arrangements.

Payment instruments

• Changed the process for adding payment instruments to the wallet in the Add Payment Instrument dialog box. For more information, see Add a Credit Card and Add a Checking or Savings Account.

• 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. For more information, see Look up a Payment Instrument.

• Added ability to delete a payment instrument in the Wallet Maintenance dialog box. For more information, see Delete a Payment Instrument.

• Added ability to change the address for a payment instrument in the Payment Instrument Contact dialog box. For more information, see Change the Address for a Payment Instrument.

• Added ability to prevent adding an expired credit card to the wallet and to add duplicate credit card. For more information, see Add a Credit Card.

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.

• Added Validation Notice Tracking for

• Added Prevent Credit Bureau Reporting for

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."

For more information, see Standard Queue Levels.

Status codes

Added status code ILA - Incomplete Link Arrangement for linked arrangements that don't contain all the linked accounts. For more information, see Standard Status Codes.

System codes

Added Letter Type dialog box for maintaining user-defined letter types for Letter Console. For more information, see Letter Type Codes.