Featured Updates

Enterprise Dashboards with New Look as of Sep 28

Try the "New Look" for dashboarding. Use filters to aggregate by multiple locations, adjust views by column grouping and review new data points.

Dynamic Safety Stock (Data Driven) as of Jun 6

Dynamic Safety Stock automatically adjusts a denomination's Safety Stock based upon the actual Safety Stock usage over the past 90 days. 

Knowledge Base Articles

Dynamic Safety Stock

Coming Soon

Central Vaults: Updated Configurations to ignore cash in transit In QA
Coming: Q4, 2023

When forecasting a Central Vault, there are scenarios where the user does not want the Guidance to include any money previously ordered to vault (in transit) when seeing a recommendation.

Loomis Order Confirmations In Planning
Coming: Q1, 2024

Orders sent to Loomis will generate notifications of success and errors to clients within 15 minutes of transmission

Order and Deposit Enterprise Dashboard In Planning
Coming: Q1, 2024

Summary of  global expected system orders and deposits, variances, orders sent to third parties, expected orders and pickups......

Client driven branding/color association In Planning
Coming: Q2, 2024

Add enterprise logo as well as assign color scheme to the application.

Recent Updates

2023 | Q4

Performance Dashboard as of Oct 24

A new dashboard that may be assigned to a role to show concepts to monitor engagement and performance. Days of cash on hand, safety stock actual versus system recommend, variance reasons applied, variance that exceeds target threshold, actual cash versus guidance levels.

Residual Report (Updated) as of Oct 24

Report is now filterable by denomination

Update to Dynamic Safety Stock as of Oct 20

A deposit may be as low as 65% based on observations over previous 90 days.

Warning of Orders Created after Vendor File Sent as of Oct 20

User will see a message advising of any new order created on the ORDER DATE but AFTER the File Run time. 

Enterprise Dashboards with New Look as of Sep 28

Try the "New Look" for dashboarding. Use filters to aggregate by multiple locations, adjust views by column grouping and review new data points.

Vault Hunter - Advanced Configurations as of Sep 28

Configuration options to account for multiple scenarios for how a Central Vault may operate.

Knowledge Base Articles

Central Vaults - Vault Hunter
Auto Approve Updates with Orders to 3rd Parties as of Sep 28

If a location is set up for auto approve feature AND it belongs to an order integration THEN any order in a Submit status will be marked to approve and sent to vendor at first eligible opportunity.

Knowledge Base Articles

Auto Submit & Auto Approve
Central Requisitions - View Approval Cut Off Time as of Sep 28

Central Requisitions - View Order File Time as of Sep 28

Any location that belongs to an active integration will now display its system established file transmission time.

Help Menu/Ticket/Feedback Submission as of Sep 28

Create a support ticket request, request a feature, submit a testimonial

New Entity Type "Recycler" as of Sep 28

Central Requisitions - Filter/View by Vault as of Sep 28

Filter locations by the Central Vault that they are associated to. Requires a Central Vault entity in the application.

Cash Breakdown Report - Suggested Mins and Maxs as of Sep 28

New columns for suggested location minimums and maximums based on delivery schedule and observed demand.

Order Date added to Requisition pages as of Sep 12

Client Admin- User Table Updated as of Sep 12

Each column in user table is searchable via selection of ellipsis. 

Order Adjustments (Calendar Rules) as of Jul 13

Users can increase/decrease denomination guidance, update a minimum, ceiling or order condition for a date in the future.

Knowledge Base Articles

Calendar - Create New Event Order Adjustment
Report Subscriptions - Period Specific Ranges as of Jul 13

Updated Report Subscriptions for user selected date ranges.

Knowledge Base Articles

Report Subscriptions
Allow Carry Cost for Decimal Entry as of Jul 13

Reports calculate benefits using a carry cost that is kept in the Institution settings. This carry cost supports two decimal entry.

Knowledge Base Articles

Institution - Details
Dynamic Safety Stock (Data Driven) as of Jun 6

Dynamic Safety Stock automatically adjusts a denomination's Safety Stock based upon the actual Safety Stock usage over the past 90 days. 

Knowledge Base Articles

Dynamic Safety Stock
Davis Carrier Integration as of Jun 6

Clients that work with "Davis" as armored carrier can generate file based orders.

Knowledge Base Articles

Map - Integration
Cash Point Carry Forward Rules as of May 18

A LP Admin can set a rule for the # of consecutive days before a cash point stops carrying forward

Knowledge Base Articles

Cash Point Carry Forward - Limit # of Days
Corporate America Order File Integration as of May 18

Auto Fulfill Deposit Feature as of Mar 16

When enabled and assigned to a location any deposits not in Fulfill status will be incremented as such on the expected service date.

Knowledge Base Articles

Auto Fulfill
OKTA SSO - New Identity Provider as of Mar 16

Knowledge Base Articles

Okta Single Sign-on Set-up Guide (SSO)
Report Menu Categories as of Mar 16

Reports are grouped by logical categories to make report searching more logical.

Warning for Order Creation after Approval Cut Off time as of Jan 19