Release Date: November 9
Notification for Bank Account Changes
To keep users informed of when an Organization’s bank account details are added, updated, or unverified, staff can now enable their preferences for three new bank account notification settings in My Profile. Receiving a notification when bank account details are added or updated will help foundations maintain up-to-date bank account details for processing payments. Request level primary staff, secondary staff and followers of the Organization will receive notifications.
For more information on notifications for bank account changes, please visit here.
To update your notification preferences, click on your user name in the top right corner, then click “manage my profile.” From there, click on the “notifications” tab on the left sidebar. On the notifications page is a section called “bank account notifications” where you can update your preferences to receive the notifications by checking the box or unchecking the box to not receive the notifications. The Knowledge Base article linked above has a step-by-step guide on updating user notification preferences.
Bank Account Re-verification
To help establish an audit trail for bank account changes, we are adding logic that will prompt a verified bank account to be “re-verified” after any edits are made to bank account required fields. This logic will be implemented when the payment setting “Require bank account verification before setting payments as Paid” is enabled. Upon editing a required field for a verified bank account, a warning message will appear on the edit modal prior to saving the change. The bank account will then become unverified, and will need to be reviewed and verified by the necessary staff prior to making a payment.
For more information on bank account verification, please visit here.
External Review Management additional Batch Actions
Additional batch actions are now available on the External Review Management page. Now available as a batch action is the ability to update the Review Form Properties, such as the open date and time, the due date and time and preference for viewing the form prior to the form open date. Also, now a batch action is the ability to update the Review Form Status from open to completed. These functions are also available on the External Review Management page for a single applicant, rather than a bulk action.
For more information on external reviewer management batch actions, please visit here.
Notable Bug Fixes
With every new release, we address bug fixes that may affect your user experience. If you have any queries or concerns about bugs, feel free to contact our support team for assistance.
- An issue of a new contact record not being created when a new contact is added via an interaction has now been resolved.