Featured Updates
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 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
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.
Coming: Q1, 2024
Orders sent to Loomis will generate notifications of success and errors to clients within 15 minutes of transmission
Coming: Q1, 2024
Summary of global expected system orders and deposits, variances, orders sent to third parties, expected orders and pickups......
Coming: Q2, 2024
Add enterprise logo as well as assign color scheme to the application.
Recent Updates
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.
Report is now filterable by denomination
A deposit may be as low as 65% based on observations over previous 90 days.
User will see a message advising of any new order created on the ORDER DATE but AFTER the File Run time.
Try the "New Look" for dashboarding. Use filters to aggregate by multiple locations, adjust views by column grouping and review new data points.
Configuration options to account for multiple scenarios for how a Central Vault may operate.
Knowledge Base Articles
Central Vaults - Vault Hunter
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
Any location that belongs to an active integration will now display its system established file transmission time.
Create a support ticket request, request a feature, submit a testimonial
Filter locations by the Central Vault that they are associated to. Requires a Central Vault entity in the application.
New columns for suggested location minimums and maximums based on delivery schedule and observed demand.
Each column in user table is searchable via selection of ellipsis.
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
Updated Report Subscriptions for user selected date ranges.
Knowledge Base Articles
Report Subscriptions
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 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
Clients that work with "Davis" as armored carrier can generate file based orders.
Knowledge Base Articles
Map - Integration
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
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
Knowledge Base Articles
Okta Single Sign-on Set-up Guide (SSO)
Reports are grouped by logical categories to make report searching more logical.