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Please join us as we return to The Allerton Hotel for the 13th Annual Vision Conference!
This year will be the best ever. The conference dates are September 17th-18th. Join us on September 16th for the Vision Workshop to get "hands-on" experience
with the latest CAA Release.
More details will be released soon, but to get a head start you can register now
for the conference and workshop. You can also make hotel arrangements by clicking here.
This year's hotel rate is $169/night.
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Phoenix-Hecht Announces Bank Charges Up 3.5%
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The Blue Book survey by Phoenix-Hecht organizes pricing information for 84 cash
management services. Image replacement document clearings and retail lockbox multiple payments experienced the largest price
increases in 2008, rising 14.1 percent and 13.2 percent, respectively.
Image exchange was the preferred method of check clearing at banks; lockbox paper
photocopy service was the only service to average more than a 9 percent increase from 2005 to 2008, underscoring banks'
eagerness to switch to image-based information exchange.
CAA customers will receive a $100 discount on the Blue Book of Bank PricesTM if 'Weiland' is
mentioned during the ordering process.
CAA™ 3.06 Enhancements Now Available
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Quickly move between Recurring Fees, Copy / Move Volume exceptions, and Perm / Temp waives
with the improved view of the All Account Exceptions form:
(Click to enlarge)
New CAA Print Program
WFG has created a stand-alone printing program that prints statements without opening CAA.
With this new program you can print your entire spooled file
using the normal text printing or a graphical statement that can be sent to your printer or .pdf. You will also have the ability
to automatically create a file name for each statement.
The New Print Window:
(Click to enlarge)
Currently this program is not delivered with the CAA installation. If you are in need of
this printing tool please contact WFG and we will make this available to you. For more information, please call 847.735.0577, ask for CAA or Banking support.
SUF Report Naming option
Many of you using the CAA v3.04 or higher may not be aware of the option in R:40 and R:41 design
options to use the file description / header record to name your reports.
Here's how:
- In the report design options for R:40 or R:41 click on the Miscellaneous tab, there are 2 options
- Use This Reports Title for Report Output
- Use the File Description (Default From File Header) for Report Output
(Click to enlarge)
Your Report Output list would then look something like this:
(Click to enlarge)
If you have any questions about any of the items in this newsletter, please feel free
to contact anyone in our Banking Support team for assistance 847.735.0577:
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