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Version History
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LOAN VISION 365
RELEASE NOTES

V1.0.583.0
Update 1.0.673.0
Includes all updates since version 1.0.667.0

Released 2/11/2025

  • Fixed bug in V2 Financial Reports where date filters were not accepting close date formats (e.g., C12/31/2024)
  • Fixed bug where Debt Log Worksheet in LV Compensate was not pulling in data
  • Remapped Draws & Debts Loan Officers Page under LV Compensate Navigation
  • Fixed bugs in Compensation Profiles preventing LO names and descriptions from displaying properly
  • Fixed pagination bug in Compensation Profiles preventing correct data from displaying whenever switching to the next Profile Card

Update 1.0.667.0
Includes all updates since version 1.0.660.0

Released 2/6/2025

  • Fixed bug in Interim Servicing where service orders created from construction statements were not updating Servicing No. Series to the latest number.
  • Fixed number formatting for number columns in Compensation Worksheet in LV Compensate
  • Updated Journal Review Page in LV Compensate
  • Updated ToolTips in LV Compensate Pages
  • Fixed bug in LV Compensate where Debt Log Worksheet page was not filtering to the selected period

Update 1.0.660.0
Includes all updates since version 1.0.647.0

Released 1/31/2025

  • Fixed bug with File Import Schemas where the Account Type setting was being ignored whenever selecting the Vendor Account Type
  • Fixed bug with loan processing for sold loans that was ignoring the Total Wire Difference Threshold set on the schema
  • Fixed bug with Use Tax Payable Report displaying entries pulled through the Concur Extract that had Delivery State field populated, but Use Sales Tax field set to "No"
  • Added new document number code in Recurring Journals. Entering %6 in the document number field will now populate the Current Year in that field whenever posted
  • Updates and enhancements to LV Compensate Module
Update 1.0.647.0
Includes all updates since version 1.0.612.0
Released 01/21/2025
  • Fixed Commission Worksheet Layouts that were defaulting to LVCompensate Layout
  • Fixed bug preventing Period Performance Worksheets from displaying correct values when filtering to totaling dimensions
  • Fixed bug in Financial Reports by Period V2 that was only taking the last dimension value in a filtered range when filtering by dimension
  • Fixed bug in Branch Portal allowing users to export reports when the “Disable Print/Export Button on Performance” box in Brach Users is checked
  • Updates and enhancements for LV Compensate Module
Update 1.0.612.0
  • Fixed bug in Check Ledger Entries not showing Bank Statement No. and Statement Date on entries closed through Bank Reconciliation
  • Fixed bug in File Import Schemas preventing the schema from using Dimension Hierarchy when Use Dimension Hierarchy toggle was enabled
  • Fixed bug in Interim Servicing that was including entries to principal amount with reason code LF in YTD summary on Mortgage Statements
  • Fixed bug preventing Dimension Totaling from properly calculating totals in V2 Financial Reports
  • Fixed bug preventing drill down capability on Period Performance Layouts using custom date ranges on V2 Financial Reports
  • Fixed bug on setting exclusions for Positive Pay in Loan Vision setup
  • Exposed Expression Header and Expression Lines tables to create API endpoints in Web Services page. This will allow the ability to pull conditions tables from the system via API
  • Increased allowed number of columns to be run on Dimension Column Layouts for V2 Financial Reports
  • Made the Expressions (AKA Conditions) searchable in Loan Vision by searching “Expression List”
  • Added a “Force File Dimensions” option in File Import Schemas to, if necessary, override Dimension Hierarchy settings on a file import.
  • Added Dimension Name to display along with Dimension Code on the banner of the landing page to the LV Accountant Role
  • Created Access Control Page to allow retrieving, viewing and exporting user access control data
Update 1.0.583.0
  • Fixed bug in Payment Journal preventing the user to change the Account Type on a batch with “Skip Approval” enabled
  • Fixed bug in Excel Worksheet printout of Commission Worksheets causing Adjustments and Overrides to be carried over from one tab to other tabs
  • Fixed bug in File Import Schemas preventing the import from skipping empty rows or 0 amounts when both Skip Empty Row and Skip 0 Amount are checked
  • Updated Condition Editor to allow scrolling when several conditions are filling the page
Update 1.0.575.0
  • Updated Automated Imports Page to show more detailed errors
  • Fixed bug where Financial Report by Dimension (V2) reports were not showing correct budget values on the Dimension Value
  • Fixed bug in Interim Servicing preventing the Servicing Document No. updating Last No. Used in the No. Series to advance when pulling new servicing documents.
Update 1.0.565.0
  • Updated Loan Vision App to run on wave 2 of Business Central
  • Fixed bug where “And” was not populating between two payee names on 203K checks.
  • Fixed bug where units column was not populating totals on Financial Reports by Dimension (V2)
  • Updated Loan Level Value Reports to allow filtering on all Dimensions
  • Changed Loan Officer Type Code to Employee Type Code in Commissions Module
  • Changed Commission Loan Schema to File Based Calculation in Commissions Module
Update 1.0.559.0
  • Fixed bug where Outstanding Principal Balance on Mortgage Statements was doubling amount.
Update 1.0.558.0
  • Fixed bug where Bank Account Statement was pulling outstanding transactions as of current date, set to pull as of statement date.
Update 1.0.556.0
  • Updated Concur list API call to V4
  • Added option to File Import Schemas to skip lines with $0 amounts on files.
Update 1.0.555.0
  • Fixed bug on posted bank reconciliation reports where Outstanding Amounts were not being calculated correctly
  • Fixed bug in QuickPay that was not allowing filtering on vendor name and number.
  • Fixed bug where the column alignment was off for Performance Dimension Layout reports that were exported to Excel.
  • Fixed bug preventing drilling down on values in Financial Report by Dimension (V2) reports.
Update 1.0.551.0
  • Updated Loan Vision application to run on BC23
Update 1.0.548.0
  • Fix issue with the Bank Statement printing blank pages and the historical transactions are showing as not cleared
Update 1.0.546.0
  • File Import from the General Journal is not properly updating the Servicing Field from the File Import Schema
  • Added functionality to utilize Dimension Switch on File Import schema for the Deposit and Purchase Line Imports
Update 1.0.544.0
  • Add ability to Drill into budget entries in the Performance Worksheet V2
  • Address issue with Interim Servicing - Issue with Principal G/L on Excess Amount
  • Fixed issue with the Trial Balance Detail / Summary (LV) not displaying the correct totals
  • Added the batch processing report called Delete G/L Grouping Entries. This will delete the entries in the G/L Report buffer
  • Fixed issue with the Payment Journal Breakdown not displaying the correct totals
Update 1.0.542.0
  • Fix issue with Commission printouts not showing Net 0 Adjustment section
Update 1.0.541.0
  • Update to allow Vendor Dimensions to populate in the Purchase Invoice Lines
  • Update to copy the Posting Group on the Payment Journal from the Vendor Ledger Entry’s Vendor Posting Group
  • Fix issue with Voiding EFT Transactions
Update 1.0.539.0
  • Fix issue with Borrower Name in the Gen. Jnl. Line does not clear on a new line
  • Add migrator permissions to read/write ledgers for cloud migration
Update 1.0.537.0
  • Increase Drag and Drop limit from 10 to 100Mb
Update 1.0.536.0
  • Added the ability to skip Loan No. Validation during the One Off Check Import
  • Added Quick Delete Lines in the Payment Journal
  • Add vendor posting group from VLE to QuickPay screen
Update 1.0.535.0
  • Added Closed by Amount to the Vendor Ledger Entries page
  • Added Loan Amount and System Created to the Commission Value Entry API Page
Update 1.0.534.0
  • Fixed Issue Post Import Schema - not opening to the code shown in the field for upgrades
  • Fixed issue with attachments cannot be seen from performance report, on either branch or accounting logins
  • Added document Exchange page/factboxes to the Loan Funding, sold and servicing documents
  • 1099 Excel Export - Added vendor posting group
Update 1.0.532.0
  • Added Field Delimiter to the Concur Expense Extract Definitions
Update 1.0.530.0
  • Fixed issue where when a branch users are able to see corporate data, such as loan funding amount, and Net Income while the system is loading
Update 1.0.529.0
  • Added Approver Role Center Page
  • Fix Commissions Report Layout
  • Update to have the External document print in the Document # field on the check stub, and Check description field print in the description detail field on the check stub
Update 1.0.527.0
  • Fixed issue with branch purchase quote not properly applying the Default Document Line Type setting from the Purchases & Payables Setup
  • Added Approval Request Entries (All) page to allow users to view all approval requests
  • Fixed issue with Account type on File import schema ignored, needing to add columns to file for account type
  • Added Warehouse Line Code from Loan to bank ledger and Bank rec/statement page so it can be sorted by, to group them together on right side to one line on left side
Update 1.0.525.0
  • Fix issue with Concur Expense Document no. bug when using Payment method
  • Fix issue when importing extract from Concur trim description field to meet character limit
Update 1.0.523.0
  • Add Source Names to Purchase Journal Line and Recurring Journal Line
  • Hide the Performance Data group in the LV Accountant Role Center
  • Add Description 2 field to the Fixed Assets list and card pages
Update 1.0.521.0
  • Update SaaS token for Azure Blob Storage connection
  • Fixed issue with “Skip Checking Old Docs” still looking for the old loans sold documents
  • Update the Dimension Hierarchy logic in the Purchase Quotes to get the and assign the Main Hierarchy Dimension values
Update 1.0.518.0
  • Additional field “Disable From Date” added to Commissions Profile. This field is not visible by default
  • Additional fields “Identifier 5” and “Identifier 6” added to the Commissions Setup. These fields are not visible by default
  • Fixed issue with new Purchase Quote lines not defaulting to the default line type value specified in the Purchase & Payables Setup
  • Fixed issue with “Unrecognized field name: xxxxx” error when running Financial Reporting
Update 1.0.511.0
  • Update General Ledger Export to show the beginning and the ending balance for the date of the report
Update 1.0.510.0
  • 1099 Payments Export Report (to Excel) - Add E-Mail address from Vendor Card to last column of report.
  • Check Vendor Invoice No. for Duplicate is checking ALL Ext Doc. on ALL posted invoices, driving error when an invoice number exists for different vendor has been corrected
  • Corrections to the 1098 form
  • Record both Property and Mailing addresses
  • Impacts True/False in the Property same as mailing field (Box7) & what address is to be populated in Box8
  • Compare address line data on loan card: IF Property=Mailing then: Populate Address or Description of Property securing Mortgage with address information (Box8) and Box7 set to True
  • Compare address line data on loan card: IF Property <> Mailing: Populate Mailing on left of form, and Property address from Loan Card to Box8, Box7 set to False.
  • Fixed Asset G/L Journal now contains the Loan No. column
  • The total performance percentage column in the Financial Status V2 reports is now showing the correct value
  • Update to the Financial Performance Report by Periods (V2): The Prev YTD col now shows the value of the previous year to date total up to the month selected
  • When importing invoices using the Vendor Invoice Import, the AP default dimensions on the Purchase Invoice Headers are now set from the Vendor’s default dimension values
  • Fixed issue with Loan Level reporting where when the field set to %, in view, the Total line shows average, when exported to Excel, it shows as Total
  • Add Source Name field in front of Description field on G/L Entry by Loan Number report
  • When loading multiple tiles for the Branch Users V2 role, multiple tiles show was as loading only and does not load. They now load as expected

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