Released

Toolbox

• Benefits Tool - with Open Enrollment upon us we released a new tool to see your current benefit selections
• Reimbursements - Fund-based reimbursements are now visible to staffers under their reimbursement section
• Bug Fixes
  • Percent current was not aligned with the newer timeframe of when promises are non-current
  • Max retirement match for goals with a FICA Bonus
  • DataSync (post CRM to cloud)

Reliant.org

• Bug Fixes 
  • Wrong profile being returned on overlapping aliases
  • One-time ach through Iats failing

CRM

• We completed our long-term project to migrate our backend CRM system from a self-hosted installation to our provider's cloud solution. This was an intensive process that touched nearly every aspect of our custom applications like reliant.org and Toolbox. The end result should be a more stable, secure, and scalable system to support our ministry!

Current

Toolbox

• Display fund number on dashboard
• Direct Deposit Tool for managing direct deposit accounts and preferences
• Support goal minister's improvements (automation of FICA Bonus and opt out from Business Central data)

Reliant.org

• New one-time gift processing

Upcoming

Toolbox

• Field Manual displayed in Toolbox

• Reimbursement Submission Tool