August 2024 (Q2online 4.6.0.7)

  • Updated

This release includes the following updates:

Consumer

What's new

  • Added the ability for FIs to configure merchant logos, if available, for transactions instead of the category icons for Contextual Personal Financial Management (CPFM) users. (UUX-26801)

  • Updated buttons on the Stop Payment page to use shared components. (UUX-42768)

Fixes

  • Fixed an issue with the legacy Transaction Dispute workflow where disputes couldn't be submitted when the dispute form was configured to display and require the "Optional text field question," and users instead received the following error: Please fill out all required fields. (UUX-45858)

  • Fixed an issue where the Request stop payment button on the Stop Payment page didn't work after entering the required fields. (UUX-46242)

Business/Corporate

What's new

Information Reporting for non-Corporate business users

To enable business of all sizes to more easily access their financial data, Q2 now provides Information Reporting to businesses that do not otherwise have access to Corporate features. Previously, non-Corporate businesses could view their transaction history, but only up to a certain point. Businesses then had to manually locate the required data, which potentially restricted automating accounting operations (such as entering data into accounting software). In order to solve this issue, Q2 now supports Information Reporting features for businesses of all sizes.

Note

The option to share reports is not available for non-Corporate (business) users using the Q2 UUX user interface. However, reports can be downloaded and shared as needed.

Prerequisites

To access the Information Reporting feature, FIs must meet the following requirements:

  • The FI must request a configuration in their environment be made to have access to Information reporting for non-Corporate users.

  • The FI must be using the following minimum versions:

    • UUX version 4.6.0.7

    • Information Reporting version 2.23.0

    • Policy Module version 2.1.2

    • HQ version 4.6.0.7012A

Entitlements

The Information Reporting entitlement can be managed using the Information Reporting feature flag, which is available in the Rights section of the User Policy feature page. You can select specific reports from the dropdown list to grant access to customers.

business info reporting

The following reports are available:

  • Previous Day and Current Day Reports

    • Balance and Activity Statement

    • Cash Position Report

    • ACH Activity Report

    • Checks Paid Report

    • Wire Activity Report

    • User Defined Report

    • ZBA Activity Report

  • Online Banking Reports

    • Online Wire Originations

    • Online ACH Originations

    • Company Transactions Report

    • ACH File Upload Report

Note

Non-Coporate business users can be entitled to a maximum of 10 reports.

After enabling the Information Reporting entitlement, the Reports option in the left navigation menu will be available for non-Corporate users.

reports in left nav

Entitled business users can create new reports for any accounts to which they have view access, and then download them as PDF, CSV, and BAI files.

Note

To access reports in BAI format, users must have an additional, separate entitlement enabled. Use the Enable BAI report files toggle in the Features tab on the Company Policy page to enable access to the BAI format. By default, the toggle is Enabled when Information Reporting is enabled, and BAI outputs will be available for the applicable reports. Information Reporting Entitlements can also be set using Q2 Console User Management.

(UUX-45142)

Added support for displaying the default subsidiary

FIs that have licensed the Subsidiary Management Module can now view the default subsidiary within the Manage Subsidiaries page. The default subsidiary is displayed for all CSR users and Customer Admin users who have the entitlements to manage subsidiaries.

Note

To use the feature, you must have a PTE environment that includes the following Q2 products:

  • Subsidiary Management Module 2.0.0

  • HQ version 4.6.0.7002 or later

(UUX-39209)

Additional changes

  • Added the ability to disable reporting features for retail accounts. Now, accounts that have the DDA, SDA, and RES host product type codes can be set to no longer display any information reporting options.

    Note

    If you would like to configure this functionality for your FI, submit a case using the Q2 Customer Portal.

    (UUX-46239)

Fixes

  • Fixed an intermittent issue within the Tax Payment module where, when a user tabbed to the Draft or Approve button and then used the Enter key to submit the payment, if the Enter key was used more than once, duplicate requests were sent. (UUX-46345)

  • Fixed an issue where the UI elements at the top of the Funds Transfer page were not aligned when creating a multi-account transfer. (UUX-46184)

  • Fixed an issue for mobile devices where, when editing a template within the Funds Transfer > Multi-Account Transfers workflow, the displayed total amount to transfer was partially cut-off.

    funds transfer template amount cutoff

    (UUX-45470)

  • Fixed an issue where FIs that were not using foreign exchange rates were unable to create wire payments in a foreign currency.

    When set to false, the EnableInternationalWireForeignExchange system property does not return the state of the customer feature flag that controls the option for foreign currencies to display. Therefore, FIs that are not using foreign exchange rates can't control the foreign currency entitlement at the Customer level.

    However, when the EnableInternationalWireForeignExchange system property is set to false (no rates) and at least one Currency Code isValidforIntlWire property is set to true in the Q2_Currency table, all customers will have the option to select from available, configured foreign currencies when creating an International Wire payment.

    Note

    When a customer selects a foreign currency, the Enter Amount In field will be read-only and set to the selected currency.

    FIs that are only offering International Wire origination in USD currency must ensure that they do not have any foreign currencies with the isValidforIntlWire property set to true or the system will treat the user experience as if those foreign currencies are available.

    FIs that are using foreign exchange rates can grant the Customer permissions to select foreign currencies by enabling the Foreign Exchange International Wire Access feature and can revoke the selection of foreign currencies by disabling the same feature.

    No changes were made to the user experience workflow when the EnableInternationalWireForeignExchange system property is set to true and an FI is using a foreign currency rate adapter for International Wires.

    Note

    This issue was fixed during the 4.6.0.7 timeframe, but backported to the 4.6.0.3 release. This text was also added to the 4.6.0.3 release notes, but is included here for visibility.

    (UUX-45272, UUX-46293, UUX-46130)

  • Fixed an issue for Information Reporting where, when viewing a deposited check within the Balance and Activity Report, the Deposited Check overpanel did not consistently display both the check image and deposit slip. (UUX-45845)

Shared Features

What's new

Validation error message changes for adding contacts on the Security Preferences page

UUX has made the following changes for the Add Email Address, Add Voice Number, and Add SMS/Text windows, which are accessed through the Add Contact button on the Security Preferences page:

  • Updated validation messages to more consistently indicate if the contact method already exists in the database. Now, users encounter an "[contact method] already exists for this User" error when they provide an already established contact number or address. (UUX-45901)

  • Added validation messages to indicate if a required field is empty or not selected. Now, leaving the required field empty results in the following field-dependent errors:

    • "Please enter a valid Email Address"

    • "Please enter a Voice Number"

    • "Select a Country"

    • "Enter a valid SMS Text Number"

    • "Agree to SMS/Text Terms and Conditions"

    (UUX-38180)

Fixes

  • Fixed an issue where the bottom I Accept and I Do Not Accept buttons in the Real-time Alerts disclaimer window were misaligned for mobile devices. Now, these buttons are centered and have additional spacing from the bottom of Android and iOS device screens. (UUX-45014)

  • Fixed an issue where the Reply reply button.png and Delete DeleteTemplateIcon.png icons on the Messages > Conversations page didn't use shared components for their labels, resulting in inconsistent labeling across online banking. (UUX-41250)

  • Fixed an issue where the Submit button wasn't enabled until the user edited their Work Phone field response, even when changes weren't made to the field. Now, the Submit button functions as expected. (UUX-45571)

  • Fixed an issue where the United States wasn't set as the default option in the Country field for voice phone or SMS/text alerts on the New Account Alert page. (UUX-45558)

  • Fixed an issue where, after selecting the Remember me option on the I am a new user or Forgot password pages, the Login page didn't automatically populate a user's username. (UUX-45686)

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