Featured Updates
  • Expansion of Loomis Order Workflow Tracking as of Jun 6

    Tracking of all Loomis orders from submission to fulfillment. Is the order packed out? On the route? 

    Knowledge Base Articles

    Loomis - In Transit Order Details


 Coming Soon
  • Service Schedule Configuration Enhancement In Progress
    Coming: Q1, 2025

    Clients may have a different schedule for creating orders or deposits. Furthermore, clients may have unique rules and schedules for ordering and depositing coin. This enhancement will support multiple schedules by event type which in turn, allows all scenarios to be automated.

  • Order Integration to Midwest Independent Bankers Bank (MIB) In Progress
    Coming: Q1, 2025

    Order file integration to Midwest Independent Bankers Bank to eliminate manual order entry.

  • Forecasting Enhancement In QA
    Coming: Q1, 2025

    Deepening the abilities to forecast and train numerous models to account for client and location specific events.

  • Custom Dashboard Creation In Planning
    Coming: Q4, 2025

    Users can build their own dashboard(s) using an available menu of widgets.

 Recent Updates
  • 2024 — Q4
    Integration of C3 Financial to Loomis Direct as of Oct 22

    Loomis users can navigate to Loomis Direct applications from within C3 Financial and vice versa from Loomis Direct to C3 Financial

    Client Created Notifications as of Oct 22

    Admins of the application will be able to create System Notifications with start and end dates that will be viewable within the application in a notification panel.

     

    Central Vault Deposit Guidance Enhancement as of Oct 22

    When forecasting demand for a vault to prepare a deposit, guidance will account for orders to the vault.

    Guidance Period Selection as of Oct 22

    Admins may configure any location in the application to define the service period for guidance as service date through next service date (inclusive) or service date thru next service date (-) 1 day (current default). 

  • 2024 — Q3
    Empyreal Order File Integration as of Sep 5

    Central Requisitions Page: Enforce User Permission as of Sep 5

    The Central Requisitions page will enforce the users permissions to view locations. If a user does not have permission to view a location, then they will not see it on the Central Requisitions page.

    What is Changing Video

    Admin teams to review user permissions to ensure profiles agree to work duties

    Order and Deposit Enterprise Dashboard as of Jul 25

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

    Knowledge Base Articles

    Dashboards - How to Access

    Closure Factor by Specific Holiday as of Jul 25

    A location may have a different delivery schedule based on the closure date. Configuration options allow for flexibility in adjustment based on the closure.

    Loomis Central Vault integration of commercial/retail orders as of Jul 25

    A Loomis Branch Vault currently satisfies  the funding needs for a branch that is predicted within C3 Financial using Vault Hunter feature. This feature is expanded for Loomis vaults to allow for configuration to include commercial/retail orders created in other Loomis applications such as ICO in order to create a Vault Fed order.

  • 2024 — Q2
    Expansion of Loomis Order Workflow Tracking as of Jun 6

    Tracking of all Loomis orders from submission to fulfillment. Is the order packed out? On the route? 

    Knowledge Base Articles

    Loomis - In Transit Order Details

    Descriptive Detail Enhancement - Display Details of Cash Endings as of Apr 29

    A user can view the details of the cashpoints and activity date for the last cash ending balance within descriptive detail

    New Variance Reason 'Device Fill' as of Apr 29

    Added Columns on Central Requisitions for sorting as of Apr 29

    Added Logistics and Regions as columns that can be added to Central Requisitions table for grouping

    Vault Hunter Feature forecasts Deposits while Aggregating Orders for Vault as of Apr 29

    When feature is enabled, a Vault will look for all associated children for orders, but it will forecast Deposits.

    Knowledge Base Articles

    Vault Hunter - How to Set Up

    Order and Deposit Forecast Audit Report: Columns show Dynamic Safety Stock as of Apr 29

    Users can see what the calculated dynamic safety stock percentage and amount for any order/deposit by denomination would have been, had user enabled the feaure of dynamic safety stock.

    Alert: Cash Ending Balance Greater then Order for ATM/ITM cassette swap as of Apr 29

    Alert to assist with data quality for devices that are cassette swaps. If the cash ending balance is > then the swap (Order) then there is a data quality issue.

  • 2024 — Q1
    Client driven branding/color association as of Mar 15

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

    Knowledge Base Articles

    Page Search by Location as of Mar 15

    Users can search for locations without having to set a region filter.

     


    Central Requisitions: Save user specific filter and view as of Mar 15

    Central Requisitions page will auto save your last filter settings  and table views/groupings. A reset page will let a user return to default settings. 

    Group and sort Central Requisitions based on how you want to work and view items.

     

    Knowledge Base Articles

    Central Requisitions - Saved Filters

    New Order +Deposit File Transmission to Southern Cash Solutions as of Mar 1

    Auto Submit Feature - Schedule Run Time as of Jan 25

    Schedule Auto Submit to run at 6:30am, 8:00am, 9:00am or 11:30am EST

    Knowledge Base Articles

    Bulk Action - Auto Submit, Approve, & Fulfill

    Auto Approve Feature - Update to run as part of 3rd party integration as of Jan 25

    A user may have submitted an order, however they neglect to approve the order before the order is swept for transmission to a 3rd party vendor.

    If a location has auto approve feature enabled and an order is in submit status, but user has neglected to approve, the process to sweep the file to the vendor will place the order in approve status.

    Knowledge Base Articles

    Service Schedule - Auto Submit & Approve

    On Hover User Notes as of Jan 25

    If a note is entered on an order or deposit, a user can now hover on the note icon to preview the note.