CoFi Software Release Notes | April 3, 2023

NEW FEATURES:

Setting A Discrete Retention Amount:

Lenders may now set a discrete retention amount, in addition to expressing retention as a percentage. 

How to Use the Discrete Retention Amount Feature:

• Click on the Project Profile you wish to set a discrete retention amount on
• Click Settings, then scroll to Job Configuration
• Click Amount under Retainage Type, then click Save
• Important Note: Retainage Type can be toggled back and forth between Percentage and Amount throughout the duration of the project, and from Draw to Draw
• Navigate to the Draw Request that requires a discrete retention amount
• Click EDIT to open up Lender Tools within the draw request, then click the pencil icon next to the category you wish to set a discrete retention amount on
• Enter in the discrete retention amount, then click Save 

-----

IMPROVEMENTS:

• Small visual and functional UI improvements 
• Lenders may now identify Project Type in Job Settings
• The full Project Name is now displayed while viewing the project profile
• Users may now copy the Project Name to their clipboard by clicking on the name 
• Lenders will now receive an error message when trying to pull more funding than what is available in a Line Item Transfer on the Budget tab. 

-----

BUG FIXES: 

These were the bugs detected and they have now been fixed.

Payment Requests:

• In some use cases, the default funding source was not appearing first when trying to pay a draw.
• Users were unable to replace or delete a lien waiver uploaded into the designated lien waiver field.
• Payment requests including a retainage release request was not accurately reflected on the budget tab. 
• The Funding Source Selection dropdown when marking a draw PAID was not allowing users to select a funding source and autofilled a source. 
• The Type-to-Search feature was not working when selecting a category in a payment request.
• In some use cases, users using the bulk standard option were unable to submit their bulk payment request. 
• In some use cases, users who accidentally clicked out of the Line Item Transfer popup prior to saving lost their entered data. 
• In some use cases, borrowers were unable to see a pending transfer funds request attached to a payment request.
• Users adding a line item transfer to a payment request were not notified if they did not select a budget category. 
• Borrowers using the Bulk Standard payment option were unable to toggle on soft cost access. 
• Users trying to edit their payment request were unable to edit a category amount. 

Organizations:

• Owners and admins were unable to change a users role type on the manage users page.

Page Routing:

• Users clicking a link in the Job History tab were redirected to a blank page. 

Inspections:

• Users were unable to save a PDF copy of an inspection report.
• Categories on the inspections tab were not in the same chronological order on the budget tab. 
• In some use cases, inspection photo notes were not being saved.