What's New
MAXMONEY Upgrade Information Version: NOVAMESH
MAXMONEY
Periodic Financial Summary Report - Receipts :
New summary report that reflects
Loan Receipts
per Receipt Event. Periodic Financial Summary
Report - Cancelled Receipts : New summary report that reflects
cancelled receipts per receipt event. Client Status : Additional setups to automatically change a client's status
.
Loan Instalment Detail
Report: Add a breakdown of the fees for South African
entities.
Affordability : Expand the affordability options
on Employer Classification
.
Periodic
Financial Summary Report - Bad
Debt Loans : New summary report
that
reflects loans
written
off per loan product.
Periodic Financial
Summary Report - Cancelled Loans : New
summary report
that reflects
cancelled
loans per loan product.
Affordability : Country affordability rules enabled for Malawi on the client's "Available for Instalment" feature.
Client Status: The workflow batch will no longer change the client status to Inactive on the day that the client is created.
Periodic Financial Summary Report - New Loans : New summary report that reflects loans granted per loan product in the reporting period.
Insurance : New monthly report for GroupsRUs users.
Budget: The default view displays a date range based on the client's repayment schedule: 90 days for monthly, 42 days for fortnightly, and 21 days for weekly repayments.
MAXUP : Enable SureSystems payment collection instructions.
Allps : Comply with TT3 eSign requirements.
XDS : Enhancement to non-client enquiries and PDF document.
NCR Desktop Audit: New button to view, download and email essential documents associated with a loan.
RealPay: New feature to collect arrears with a Retail Transaction (also known as an instant EFT). This is currently only available in Botswana.
Value Add Products : Enable Payment Collections via SureSystems.
CreditInfo: Alert the user if there is no matching client found at the bureau.
User Information: Choose how you prefer to receive communication.
Marketing Report : Update the filters.
SMS: New feature to send SMSs automatically to multiple clients when instalments are paid in full: "Automatic Payment Received".
Receipt Log Audit Report : Track receipts related to non-loan debt and change.
Budget: Expand the NCR standard budget to add and edit expenses and add notes. Values on NCR standard budget will display as monthly values for NCR audit purposes even if the payback frequency is weekly or fortnightly. The "new loan" feature will take the payback frequency into account when it calculates the Available for instalment.
FIC/AML : Allow configuration of the frequency of the forced checks.
Master Document: View will now display whether the master document is used.
Collexia: Enable electronic payouts through Collexia for Namibian entities.
Login : One user login for users of consortiums.
Loan and Repayment Report : New detail report for variable charges type loans.
Credit Control Workflow : Enhancement on the management of the loan application status workflow.
CreditInfo Credit Check Enquiries : Enhancement on the handling of empty values.
Loan Required Documents : The back button will return to the Loan Related Setup menu.
Client Control Setup : Addisional checks implemeted.
Financial Event: An error message will be displayed when the user tries to add a duplicate event attribute.
FIC Enquiries: Improve the workflow on the buttons.
Loan OTP Message: Enable customisation of the message.
Email Loan Documents: Add entity and branch email address to signature section.
Register payout account: Display error and warning messages from the service provider.
MAXAPP (Mobile phone application):
RealPay: Enable Payment Collection and Payout in Namibia.
Non-Client Credit Check : Enable VeriCred and XDS.
ID Type: Enable "Passport" as an ID Type. Along with this identification type, the passport expiry date, date of birth and country of origin must be completed.
Client Summary : Added the Late Payment Percentage.
Add/Edit eWallet: Enabling the edit and add of Amber Cash Access and Allps wallets.
Budget: Add signature to budget document.
Non-Client Credit Enquiry Namibia : Add ID Type for Namibia.
Credit Bureau Enquiry: Display error and warning messages if the setups are not complete.
Android Go: The app supports Android Go.
Third Party Payments: Enable third party payments on new loans.
MAXINTEGRATE (API):
Update Client Payback Information: Update the payment collection information on the client.
Create & Update Client : Add authorization indicator.
Experian Credit Check : Enable (Compuscan) credit checks via API.
XDS Credit Check: Enable XDS credit checks via API.
Create & Update Client: Add address ownership, marital status and highest qualification.
Create & Update Client: Update Type of Authorization.