Release Notes

Release Notes

March 2, 2022

Contacts for Debt Management

TAGGED: 
Reporting

You can now add your contacts to Debt issues. Adding anyone associated with the issue–your FA, bond counsel, bank or trustee, just to name a few–allows you to maintain a system of record of who is responsible for inquiries and ongoing operational support of the debt obligation.

Debt contacts are especially helpful in the common occurrence of reconciling incorrect invoices with the app’s calculated totals. You no longer need to shuffle through spreadsheets, address books or ask around your department to figure out who to reach in order to resolve an invoice discrepancy. You can simply go to the Issue and its contacts directly from the payment to identify who to reach for resolution.