| Released |
Version |
Feature |
Description |
| Jan-11 |
2012.0.1
build 204 |
Encryption |
Encrypt key fields to prevent tampering to transactional data. In addition, enables you to store account numbers in an encrypted format to avoid unauthorized access. |
| |
2012.0.1
build 202 |
Command line access for QuickBooks users with /QB |
Trigger an import and ACH file creation automatically and unattended from Windows Task Scheduler or any batch routine. |
| |
2012.0.1
build 202 |
Direct integration to QuickBooks (qbw) data files |
Now run single or multiple origination accounts even when QuickBooks is not running. |
| Nov-11 |
2012.0.1
build 202 |
QuickBooks - Multiple Origination Accounts |
Enables users to directly integrate to any number of QuickBooks accounts and batch them separately, if needed, within the ACH file. Perfect for payroll processors, or any any other processor or fiduciary. |
| |
2012.0.1
build 202 |
QuickBooks - Payroll Direct Deposit to multiple accounts |
Make payroll to an employee's primary - and an unlimited number of secondary accounts - whether they are savings, brokerage, settlements, Christmas Club, etc... |
| |
2012.0.1
build 202 |
Categorize profiles |
Categorize your Customers vs. Employees vs. Vendors whether you are importing, running reports - or editing individual records. |
| |
2012.0.1
build 202 |
Remote Desktop Services |
Remote Desktop Services now includes support for clustered servers.
New Migration wizard enables you to easily install any of our SQL Express or SQL Server products in a remote desktop environment. |
| |
2012.0.1
build 202 |
QuickBooks 2012 support |
Support for QuickBooks 2012. Better integration with QuickBooks demo companies for testing. |
| Sep-11 |
2011.0.4
build 142 |
Migration Wizard |
Migrate from desktop to SQL Express or SQL Server platforms effortlessly with this wizard. Copies any/all settings and data that you select. Perfect for upgrades. |
| Aug-11 |
2011.0.4
build 138 |
Software Integration Kit -
Windows Task Scheduler |
Software Integration Kit upgrade includes direct integration to Microsoft Windows Task Scheduler to run events unattended. Also, new 'Run' button for testing, as well as full command line script display. |
| |
2011.0.4
build 138 |
SQL Insertion |
Now part of the 'shrink-wrap' package, insert transactions directly into an ACH Universal SQL Server table. Requires SQL Server platform, Processor edition. |
| Jul-11 |
2011.0.4
build 134 |
QuickBooks - filtered 'Other names' (critical update) |
Filters out transactions from QuickBooks 'Other names' list. Transactions will not be displayed in the integration window. |
| |
2011.0.4
build 133 |
QuickBooks - filtered ABA numbers |
Filters out transactions with invalid ABA numbers and now provides a detailed pop-up with the filtered records |
| |
2011.0.4
build 133 |
Quick Pay and Recurring report |
New Quick Pay report - grid like functionality to pay multiple customers, employees and vendors at one time.
Recurring report - new interface - fully editable |
| Jun-11 |
2011.0.4
build 132 |
New tutorial videos |
Two new videos posted - QuickBooks |
| May-11 |
2011.0.4
build 130 |
Dynamic naming FTP files with WS_FTP |
Sending FTP files to your bank with WS_FTP and need dynamically created file names? Now you can - automatically. |
| Apr-11 |
2011.0.4
build 124 |
Tax Payment - TXP update |
TXP 2.0 - Additional settings to accommodate non-standard governmental agency formats. |
| |
2011.0.4
build 124 |
ACH-Merge |
Previously only available as an add-on module, now access directly from the user interface. Merge files automatically/unattended, or in a one-click user trigger. Includes advanced header protection. |
| |
2011.0.4
build 123 |
Embedded video tutorials for QuickBooks |
QuickBooks getting started videos now in the 'Getting Started' page of ACH Universal. |
| |
2011.0.4
build 122 |
New batch creation options |
Setting to create one transaction per batch. Excellent for when you need to see each transaction on your bank statement. |
| Mar-11 |
2011.0.4
build 120 |
Speed enhancement on QuickBooks integration |
Faster. Period. Need to create pre-notes or a setting update? System no longer needs to load transactions for default period. |
| |
2011.0.4
build 120 |
Enhanced email capabilities with QuickBooks |
In addition to sending 'mail merge' style emails to customers, employees and vendors - emails to vendors can now include bill payment stub for each invoice included in payment. |
| |
2011.0.4
build 118 |
New QuickBooks Integration Wizard |
Easier setup wizard - confirms settings and prepares QuickBooks for integration. |
| Feb-11 |
2011.0.4
build 117 |
Pre-notes in QuickBooks integration |
Ability to mass create pre-note transactions for direct deposit and other applications. |
| |
2011.0.4
build 117 |
QuickBooks integration using QuickBooks profiles |
Stores banking information within QuickBooks customer, employee and vendor profiles. |
| Jan-11 |
2011.0.4
build 117 |
Edit unimportable records |
Ability to correct unimportable records and re-send them. |
| |
2011.0.4
build 111 |
Reversals |
Enhancement - Added main menu selection to easily select multiple records for reversals. Now added same interface as used for Recurring and Pre-note transactions. |
| |
2011.0.4, build 109 |
QuickBooks integration |
New integration module enables users to easily import their data directly from QuickBooks. Enables 'one-click' transfer and creation of records. |
| |
2011.0.4 |
Recurring transactions |
New feature for recurring transactions with Customers, Employees and Vendors. Unlimited grouping of transactions. Also allows for second recurring amounts for each entity. |
| |
2011.0.4 |
Pre-note transactions |
New feature for pre-notes. Create pre-notes one at a time, or simply highlight Customers, Employees and Vendors and create many at a click. Also enables you to specify whether a debit or a credit pre-note. |
| |
2011.0.4 |
Testing mode |
New feature for testing. Enables deleting of all history-to-date data, including transaction listing, import and transmission logs. |
| Nov-10 |
2011.0.2 |
Annual release |
2011 edition |
| |
2011.0.2 |
Subscription licensing (SaaS) |
Added subscription licensing, now available on a month to month basis. Using the Software as a Service model, subscription licenses can be started/ended at any time without penalty or start-up fee. |
| |
2011.0.2 |
Video tutorials |
Video tutorials - both 'Overview' and 'Getting Started' are now available in each module. |
| |
2011.0.2 |
Quick Start and Help |
New Quick Start pages for each modules. Streamlined Help files for 2011 edition, including third party integration. |
| |
2011.0.2 |
SQL Express bundle |
Installing ACH Universal SQL Express edition?
Everything included in one download, plus auto-migrates to SQL Express. Just click to install - no options or wizards to set or run. |
| |
2011.0.2 |
2011 Security |
2011 security includes automation of setup, anti-lockout features, and default visibility from main menu structure. |
| |
2011.0.2 |
ACH Setup upgrade + new utilities |
Streamlined ACH Setup wizard, plus automation utilities for new customers. Reads and extracts ACH header information from ACH files and populates setup. Excellent for IT staff and other non-ACH knowledgeable staff. |
| |
2011.0.2 |
Custom Reports and export options |
Customize any report and save layouts/filters/groupings for future use. Auto-loads reports with your customizations. New report headers and footers added for printing and exporting. |
| |
2011.0.2 |
Software Integration Kit (SIK) |
Now available in the Corporate edition (formerly Pro and Pro Plus) |
| |
2011.0.2 |
Remote Desktop Services |
Updated and now available on all SQL Express and SQL Server versions |
| Aug-10 |
2010.0.4 d3 |
Corporate and Processor product lines |
Introduced two new product lines, enabling non-bank customers a simpler selection, and overall reduced product cost. |
| Jul-10 |
2010.0.4 d |
Checking/Savings flag |
Intelligent flag, now auto-recognizes common formats. No longer have to set values. |
| May-10 |
2010.0.4 c |
Advanced FTP integration |
Integration with Ipswitch's WS_FTP. Enables users to transmit via SSH, SSL with certificates and OpenPGP. |
| Mar-10 |
2010.0.4
b4 |
SQL Express 2005 64 bit |
SQL Server Express now also available in 64 bit. |
| Feb-10 |
b3 |
Integrated with Online store |
Completely new redesign of our online store - and integrated with our software to provide you with a hassle free process. |
| |
b2 |
New ACH reversal engine |
Now, point and click to an ACH transaction, and simply 'reverse it'. Couldn't be easier. |
| |
b2 |
Pre-note screening |
Zero dollar amounts were used as either debit or credit pre-notification transactions. Now, you can choose to suppress these transactions. Excellent for Excel style 'template' imports. |
| |
b1 |
Bank notification of change utility |
Easier access to features - separate tab in ACH Setup. Enables banks to import an ACH file and notify the originators of a new ABA number. |
| |
- |
Automation of profile importing |
Import customer, employee and vendor profiles - as well as client profiles - directly from the command line interface. |
| |
- |
Excel-style filtering of reports |
Advanced filtering for all reports. Checkbox selection of values desired. |
| Dec-09 |
2010.0.2 |
Concurrent installations
Netbook support
Global access for Software Integration Kit (SIK)
Re-transmit ACH files |
For testing and migration purposes,
run two different versions on the same workstation.
Run on a NetBook at a resolution of 1024 x 600
Software Integration Kit (SIK) now with multi-account access.
Run advanced processes without the need for batch jobs. Directly
control automation from the user interface.
Need to transmit or re-send an ACH file? Easy access directly
from the main menu. Perfect for web portal transmission. |
| Oct-09 |
2009.1.6d |
Windows 7 Support |
Full support for Microsoft
Windows 7. |
| Oct-09 |
2009.1.6d |
Upgraded Microsoft SQL Express 2005
|
Microsoft SQL Express 2005, now on Service Pack 3. |
| Sep-09 |
2009.1.6c |
Quick Start tutorial page
Software Integration Kit (SIK)
'Push' integration with SQL Server |
Includes embedded tutorial
videos, quick tips and shortcuts to main setup options.
SIK now spans across multiple accounts and includes the ability
to import ACH, ACH Return and BAI files. SIK also equipped to
handle nonstandard dates on a trigger by trigger basis.
In addition to 'Pass-Thru' files (Excel, csv, etc...), data
can now be placed directly within a secured SQL landing table
within Treasury Software. |
| Jun-09 |
2009.1.5d |
Multiple Origination
Accts
CTX
IAT - International |
Major enhancements to
Multiple Origination Accts including two (profile) and three
(override) column importing and filtering of exceptions during
import.
CTX - SQL upgrades plus updates to Vendor profiles
IAT - Includes Foreign Correspondent Bank selection, inbound/outbound
sensitivity. |
| Jun-09 |
2009.1.5c |
Quick links and tutorial
videos |
Ease of use redesign
and embedded tutorial video for getting started.
Enabled use of verification field (TXP10) for use at transaction
level, not just profile-level. |
| Jun-09 |
2009.1.5 |
IAT - International
format |
New NACHA/ACH format
for International transactions |
| Apr-09 |
2009.1.3 |
Report automation |
Added report automation
to our Software Integration Kit (SIK). |
| Mar-09 |
2009.1.2 |
Addenda record builder |
Typically used with child support
and garnishment payments to governmental agencies. |
| Feb-09 |
2009.1.1 |
Advanced Security |
Enhanced both account level and User
Level Access Control (segregation of duties) security through
added control points and a new user-interface. |
| |
|
64-bit/SQL upgrades |
Cumulative core updates include 64-bit
Vista and SQL Server 2008 compatibility. |
| Nov-08 |
10.12.4 |
ABA Number Directory |
Enables searching, grouping, exporting,
and filtering on an updated listing of ABA numbers and the associated
Bank Information |
| |
|
Quick Find |
Provides an interface to specify
search parameters (Date, Amount, Account #, Name, ID) to instantly
pinpoint records in databases. |
| Oct-08 |
10.12.3 |
CTX 820 Enhancement |
Includes vendor specific formatting
to hide/display N1 fields
Added free form control to major 820 elements/segments |
| Aug-08 |
10.12.1 |
International Reporting |
User enabled switching for UK date
formats |
| Jul-08 |
10.11.9 |
PGP Enhancement |
Both transmittal files (encrypted)
and non-encrypted files saved in archive directory |
| May-08 |
10.11.8 |
Digital dashboard
|
Redesigned homepage to increase usability.
Includes last files imported and transmitted information and
direct links to untransmitted records. |
| Apr-08 |
10.11.6 |
Excel Add-in |
Provides read-only queries outside
of the application to commonly accessed records. |
| Mar-08 |
10.11.3 |
Vista update - Sample data |
Redirected sample data files to the
Vista appropriate directories |
| Feb-08 |
10.11.2 |
.NET Reporting |
New 'State of the Art' NET reporting grid:
-Search, filter and Outlook-style grouping
-Enhanced export to Excel and csv capabilities
-Enables user defined layouts to be saved
-Date specific queries
|
| |
|
Vista update - SQL Server |
Full Vista compatibility with Microsoft
SQL Server. |
| Nov-07 |
9.50.3 |
Email notification |
Editable message body to include
key fields for personal information |
| |
|
CTX Profile Lookup |
Added profile lookups by name or
ID |
| |
|
CTX2Excel |
Utility to allow parsing of ACH CTX files and
Addenda information |
| |
|
Ease of use - Mapping |
Renamed mapping fields |
| |
|
Custom Import Menus (R2)
|
Added the ability to create and transmit
an ACH file after the automated import
Introduction of the command line interface
Full automation through the use of the command line with Microsoft
Windows Scheduled Tasks |
| |
|
Revised Sample Data |
Updated Sample data sets to include
QuickBooks and other 'real-world' scenarios |
| Oct-07 |
9.50.2 |
TXP builder |
Provides an interface to generate
entity specific TXP addenda formats for municipal, state, and
federal payments |
| |
|
Automated Authentication |
Allows for automatic retrieval of Authentication
Code (firewall permitting) during registration process |
| |
|
License Deallocation |
Enables deallocation of license from an existing
workstation in order to release the license for migration to
a new workstation |
| Aug-07 |
9.50.1 |
SQL Server Express 2005 |
Replaces MSDE for small group platform
of ACH Universal |
| Jun-07 |
9.50.0 |
ACH Return files
|
Includes return file processing
and resubmission for R01 records (Insufficient Funds) |
| |
|
ACH2Excel Update |
ACH2Excel parsing utility expanded to include
Return files. |
| Mar-07 |
9.49.9 |
Security upgrade for multi-user platforms
|
Includes locking down transmitted
ACH records from being deleted. |
| Dec-06 |
9.49.6 |
Disaster Recovery Licensing |
Enables an existing user to install
the software and use their data on a new machine for 30 days
without a license |
| |
|
Vista compliant release |
Manifest and signed files included
in Install Shield for Vista compatibility |
| Sep-06 |
9.49.3 |
Custom Import Menus
|
Import multiple files from a single
directory
Append each file name with a date/time stamp (YYMMDD_HHMMSS),
Move each file to an archive directory,
Provide a Notepad summary report (receipt) of activity |
| Apr-06 |
9.49.0 |
PGP Update |
Accommodates new PGP (9.x) Desktop
interface |
| |
|
Manual Entry of Transaction Codes |
Allows for manual entry of Transaction
Codes in addition to Demand and Savings accounts - including
Financial Institution General Ledger and Loan Account codes
(codes 30+) |
| Mar-06 |
9.48.9 |
Email Notification |
Send personalized emails, notifying
Customers, Employees and Vendors of pending transactions |
| Jan-06 |
9.48.6 |
Updated Licensing System |
New licensing system to streamline
Authentication Requests via email |
| Pre 2006 |
|
|
Version history archived for releases
before 2006 |
