LOAN VISION 365
RELEASE NOTES

New Enhancements:

1. Export to Excel – Users can now export their commissions and adjustments data directly to Excel for any available period.
2. Smarter Period Dropdowns – Period dropdowns now automatically filter out periods without commissions data for each user.
3. Exclude from Web Functionality – Admins can now use the Exclude from Web option in LV365 to simplify user profile management in the portal.

Your environment must be running Loan Vision version 1.0.849.0 or newer for these enhancements to be available.

Includes all updates since version 1.852.19.0

Released 11/25/2025

• APIs
  Note: New API objects may need to be added and published in Web Services to create the OData endpoint for integration.
  • Exposed the Loan Journal Lines page for retrieval via API.
  • Exposed the Posted Servicing Documents page for retrieval via API.
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• Branch Portal
  
  • Updated Loan Level Value reports to allow drilldown when Allow Loan Level Report Drilldown is enabled on the Branch Users (V2) page.
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• Commissions
  
  • Fixed a bug preventing Valid To/From dates from working in period-based calculations.
  • Added Cost Center Code to the Adjustments section of the Commission Journal. This allows users to specify a Cost Center Code on adjustments so they are included on the Commission Worksheet when filtering by Cost Center.
    
    • Note: When applying a Loan Number to an adjustment, the Cost Center Code will default to the code on that loan. This can be manually overridden in the Cost Center Code field if needed.
  • Updated the Adjustments Import to include Cost Center Code, positioned after the Loan No. field. The new import layout, in column order, is: LO Code, Description, Amount, Identifier, Loan No., Cost Center Code.
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• Interim Servicing
  
  • Updated the Servicing Statement Invoice to calculate the Maturity Date based on the First Payment Due Date instead of the Funding Date.
  • Updated loan retrieval for servicing (Retrieval Report ID 14135127) so it no longer relies on Sold Date, improving flexibility.
  • Added an option in Loan Servicing Setup to display a warning and count of loans that have a Sold Date but are missing First Payment Due to Investor when retrieving loans for servicing.
    
    • This is intended to give users better visibility into loans that may have finished interim servicing but risk still being retrieved after servicing ends.
  • Added a report listing all sold loans missing First Payment Due to Investor. This allows users to investigate these loans and promptly make any necessary updates. The report can be run from the Servicing Worksheet page by selecting Missing Servicing End Date in the action bar.
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• Payments
  
  • Fixed a bug to ensure check printing always honors configured approval requirements.
  • Updated check printing so batches are printed alphabetically by Payee; check numbers now follow this sequence instead of the order in the Payment Journal Lines.
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• Reporting
  
  • Added Business Unit as an available option under Performance Dimension Layouts.
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Includes all updates since version 1.0.849.0

Released 10/24/2025

• Version Number Format Update
  Our version number format has changed from 1.0.XXX.0 to 1.XXX.X.X
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• Vendor Invoice Import Fix
  Fixed a bug in the Vendor Invoice import preventing dimensions defined on the file from validating when Loan No. Validation was enabled
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• Loan Servicing - Construction Update
  Added a custom date range feature for construction loan interest calculations, allowing users to specify exact calculation periods instead of relying solely on automatic monthly calculations

• Commissions Worksheet Fix
  Fixed a bug preventing the Commissions Worksheet report from honoring filters on Branch/Cost Center Codes or Profile Codes
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• V2 Financial Reports Fix
  Fixed a bug in the column layouts of V2 financial reports causing percentage values to display incorrectly

• Expressions UI (BC 27) Fix
  Fixed a bug causing the header section of the Condition Editor to be cut off after updating Business Central to version 27

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Includes all updates since version 1.0.837.0

Note: This version of Loan Vision is not compatible with versions of Business Central prior to version 25.

Released 9/22/2025

• Document Grouping in Journals
  Added actions to General and Payment Journals that apply attached documents to:
  
  • All entries in the journal batch with the same Document Number
  • All entries in the selected journal batch
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• File Import Schemas fix
  Fixed a bug preventing the Document No. Prefix from working correctly
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• Commission Worksheet Printouts‍
  
  • Printouts (Both PDF and Excel) will now display in alphabetical order of name for improved readability
    
  • Fixed bug in the Excel version where running the report for a closed period only displayed a single tab with one Loan Officer instead of individual tabs for each Loan Officer
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• LV Compensate Job Queue update
  Created a job queue to run the "Update Region Branch Loan Officers" function in the background on a recurring basis
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• Performance Fix: Commission Setup Page
  Fixed a performance bug that caused the Commission Setup page to slow down when updating fields

• New Fields in LV Compensate
  
  • Added "Blocked" field to Commission Loan Officers and Commission Branches pages
  • Added "Exclude from Web" field to the Commission Loan Officers page
  • Both fields sync with values from the related Dimension Values
    
  • Added action to force-sync values if necessary
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• New Check Layout
  Introduced new JPMorgan Chase Check report layout

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Includes all updates since version 1.0.835.0

Released 8/15/2025

• Relocated LV Comp approvals pages in Commission Worksheet, under "Actions".

Includes all updates since version 1.0.830.0

Released 8/1/2025

• Updated Payment Journal Breakdown to include G/L Account Name when "Show Cost Center and G/L Account Details" is enabled
• Added Customer Name Column to Posted Funded Documents and Posted Sold Documents Page
• Added the ability to assign check reports to specific bank accounts
• Updated the General Ledger Details Report in the Branch Portal to include Dimension 3 balances
• Fixed bug with Flexible Import Schemas causing the No. Series to create a new document number for each entry line, rather than each balanced entry
• Updated the Commission Profile Card to validate when Commission Employee Codes are hand keyed in instead of using the lookup field

Includes all updates since version 1.0.821.0

Released 7/11/2025

• Fixed bug in the Commissions Module calculations preventing retroactive tiers from applying the tier difference to Last Month Calculations
• Fixed bug in Financial Reports by Dimension V2 preventing formulas from calculating correctly
• Fixed bug in Financial Reports by Dimension V2 showing incorrect G/L Entries when using drill-down
• Increased the character limit for Account No. and Balance Account No. from 20 to 50 for File Import Schemas
• Updated Loan No. validation on the backend for Continia
• Updated the Adjustments Import in Commissions to validate and error whenever importing to a blocked Loan Officer Dimension Value

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Includes all updates since version 1.0.807.0

Released 7/1/2025

• Updated the Vendor Invoice Import Template to include Vendor Remit-to Code. The new template file can be found in the ShareFile under the Loan Vision 365 Knowledge Base in the Loan Vision 365 Templates folder.
• Updated Loan No. validation on the backend for purchase invoices and credit memos
• Fixed bug in Commissions preventing Period Calculations that were based on a schema line number (in File-Based calcs) from calculating
• Updated Fixed Asset List and Fixed Asset Cards to include Dimension 3
• Updated Check Batch Approvals to send notification email to user whenever a batch is approved
• Updated Check Batch Approvals to source user email address from E-Mail field in User Setup instead of Approver Email field
• Fixed bug preventing Batch Approval email templates (configured in Loan Vision Setup, under Batch Approval) from populating email body when sending an email notification
• Updated the Purchase Invoice "Total Amount" field to refresh whenever updating the Direct Unit Cost field in the Purchase Invoice lines
• Added Investor Customer No. and Investor Customer Name as columns in Loan List page
• Updates and enhancements to LV Compensate

Includes all updates since version 1.0.799.0

Released 5/27/2025

• Updated Funded and Sold imports to pull dimension values that are not defined on a G/L Account from loan card when Use Defined Dimensions is enabled
• Fixed bug preventing Post Import Schema lines from following priority values
• Updated Job Queue for Process Mapping Files to no longer stop when processing a blank file. When the job queue receives a blank file, it will now change the status of the file in Automated Imports to "Failed" and notate that no entries could be found
• Fixed bug preventing Loan Level Value reports from exporting to Excel
• Updates and enhancements to LV-Compensate

Includes all updates since version 1.0.794.0

Released 5/9/2025

• Fixed bug where opening a table or variable field in Loan Import Schema and Post Import Schema was not opening to the selected field ID
• Fixed bug with count/units when using Amount/Units/Bps in V2 Financial Reports
• Fixed bug causing Loan Level Value reports to error immediately when running
• Fixed bug in sold loan processing preventing defined dimensions in the schema from working
• Fixed bug preventing Loan Amount from being copied to Commission Base Amount field on loans
• Fixed issue with how totals were displaying on Commission Worksheet Report and set to Landscape view
• Updated mass check void to include logic enforcing one bank account code to be populated. This will prevent checks from other accounts being accidentally voided
• Updated permissions for new data grid layout and management features
• Updates and Enhancements to LV-Compensate

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Includes all updates since version 1.0.790.0

Released 5/1/2025

• Fixed Loan import / Post Import issue
• Fixed Loan Value Excel Report Not Generating Excel Spreadsheet
• Fixed Mass Check Void issue
• Fixed Loan Total Amounts in Commissions Worksheet

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Includes all updates since version 1.0.787.0

Released 4/24/2025

• Fixed bug in Loan Journals applying post import lines to only one line
• Fixed bug with Concur Vendor Mapping manual sync preventing prefix from being added to the vendor address code
• Fixed bug with automated imports where blank file was stopping the job queue

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Includes all updates since version 1.0.770.0

Released 4/22/2025

• Optimized performance when creating and posting Loan Documents in the Loan Journals
• Updated loan processing schema to ignore dimension hierarchy whenever the dimension on the line is set to "Defined"
• Added the option to not validate dimensions from loan on funded and sold docs as well as purchase invoice lines
• Added Branch Portal Users (V2) and Branch Portal Setup (V2) pages to navigation dropdowns in LV Accountant role
• Added Bank Account Statement List and Posted Bank Deposits pages to navigation in LV Accountant role
• Fixed formatting of Bps value shown in Excel worksheet when running Export Raw Data report
• Fixed bug adding additional line to check stub when using QuickPay and not grouping by vendor
• Fixed misspellings of field captions on select pages
• Updates and enhancements to LV Compensate

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Includes all updates since version 1.0.766.0

Released 4/3/2025

• Updated Loan Dimension updates when creating transactions from the Loan File Reconciliation
• Updated Document Upload functionality
• Fixed bug with incorrect Funded Amount and Loan Counts in the Commission Worksheet

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Includes all updates since version 1.0.744.0

Released 4/1/2025

• Updated the search feature in Edit Loan Values page in the Loan Journal batches to search by field name
• Updated file import schemas to allow posting to default dimension values assigned to G/L accounts
• Updated servicing statements to include servicing contact email address on page 1 of the statement
• Updated flexible import schemas to allow posting to a single document no. when using a document no. from No. Series
• Updates and enhancements to LV Compensate

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Includes all updates since version 1.0.674.0

Released 3/20/2025

• Fixed bug on excluded items for Positive Pay in Loan Vision Setup
• Fixed bug affecting how data was displaying when exporting Financial Reports V2 to Excel
• Bug fixes and enhancements to LV Compensate

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Includes all updates since version 1.0.673.0

Released 2/12/2025

• Update Commissions Setup
• Update Dimension Value Insert trigger to update Commission Region, Branch, or Loan Officer records
• Update call to Region Branch Loan Officer to update Region, Branch and Loan Officer records before updating Region Branch Loan Officers
• Added menu items to update set up records in the Branch, Region, and Region Branch Loan Officer pages.

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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

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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

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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

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

Includes all updates since version 1.0.583.0

• 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

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Includes all updates since version 1.0.575.0

• 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

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Includes all updates since version 1.0.565.0

• 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

Includes all updates since version 1.0.559.0

• 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

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Includes all updates since version 1.0.558.0

• Fixed bug where Outstanding Principal Balance on Mortgage Statements was doubling amount

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Includes all updates since version 1.0.556.0

• Fixed bug where Bank Account Statement was pulling outstanding transactions as of current date, set to pull as of statement date

Includes all updates since version 1.0.555.0

• Updated Concur list API call to V4
• Added option to File Import Schemas to skip lines with $0 amounts on files

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Includes all updates since version 1.0.551.0

• 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

Includes all updates since version 1.0.548.0

• Updated Loan Vision application to run on BC23

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Includes all updates since version 1.0.546.0

• Fix issue with the Bank Statement printing blank pages and the historical transactions are showing as not cleared

Includes all updates since version 1.0.544.0

• 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

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Includes all updates since version 1.0.542.0

• 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

Includes all updates since version 1.0.541.0

• Fix issue with Commission printouts not showing Net 0 Adjustment section

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Includes all updates since version 1.0.539.0

• 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

Includes all updates since version 1.0.537.0

• 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

Includes all updates since version 1.0.536.0

• Increase Drag and Drop limit from 10 to 100Mb

Includes all updates since version 1.0.535.0

• 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

Includes all updates since version 1.0.534.0

• Added Closed by Amount to the Vendor Ledger Entries page
• Added Loan Amount and System Created to the Commission Value Entry API Page

Includes all updates since version 1.0.532.0

• 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

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Includes all updates since version 1.0.530.0

• Added Field Delimiter to the Concur Expense Extract Definitions

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Includes all updates since version 1.0.529.0

• 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

Includes all updates since version 1.0.527.0

• 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

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Includes all updates since version 1.0.525.0

• 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

Includes all updates since version 1.0.523.0

• 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

Includes all updates since version 1.0.521.0

• 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

Includes all updates since version 1.0.518.0

• 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

Includes all updates since version 1.0.511.0

• 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

Includes all updates since version 1.0.510.0

• Update General Ledger Export to show the beginning and the ending balance for the date of the report

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• 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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