4.77.00 - Default Payday and Tracking Modification
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We've introduced two new default fields—Default Payday and Default Tracking—directly into the main Employer Selection table (found under Maintenance > Employer).
This update makes it easier to quickly view and update these key values without needing to open each employer’s detailed settings.
For more information - select the page link below :
Additionally, a new Summarize feature, accessible from the "New Employer +" button allows you to group and summarize employer counts based on specific attributes such as Blacklist Status, Payout Period, and Default Payday.
To make use of this feature- ensure that the following Maintenance Rights are enabled for your role in Setup Menu >> Role >> Maintenance Rights :
Insurance commission controls for "My Benefits" policies now include stricter validation, capping credit life commissions between 5% and 100%. All capital and age fields have added validation. Only admin users can add new insurance products—non-admins see a message prompting them to contact support, and the “Add” button is now disabled for them.
For more information - select the User Guide Link Below
Two new system-generated client hold statuses have been introduced to support automated Handover and Write-off actions, while preserving any existing manually applied hold statuses:
System Auto Hold– Automatically applied by the system when a hold is required during automated processes.
System Auto Write-off – Applied when a loan is flagged for automatic write-off
To activate or modify a client with an existing System Hold Status, the user’s role must have the appropriate Maintenance Rights enabled.
For related information on User Rights - select the link below :
AVS-R Requirement and Collection Exception Period
When the AVS-R (Account Verification Service - Real-time) rule is set to "Required once per bank account or any dormant loan," a new collection exception period must be established.
When this option is selected for the given category, Mobiloan checks if a successful collection has occurred on the same bank account within the specified timeframe. If such a collection is found, the AVS-R verification is not required again.
For more information on related Category Settings - select the link below:
To accurately determine affordability, similar to removing an active credit inquiry from your records by adjusting the active accounts table, we now display all system-active loans and their corresponding installments on the same table. This information can be modified to ensure the most precise assessment.
To learn more about Account Adjustments, click the link below:
All SkyQR-related features have been removed, including enquiry tools, account options, navigation links, and UI elements—streamlining the interface and eliminating obsolete functionality.
The "Print SASSA Annexure C Form" option is now located within the bank account menu for a more logical workflow.
Instant Payments now have smarter queue detection, better error handling, and a lock mechanism to prevent duplicate processing.
The SQL builder includes a toggle for including/excluding archived data in reports.
You can now view full user notes when changing a client's status via the client menu.
Expanded support for additional EFT response types to improve payment tracking and reduce duplicates.
Future-dated loans now appear in the client ledger, providing greater visibility into upcoming transactions. A new "Payout Date" column has been added to enhance clarity around scheduled disbursements. Additionally, improved visual styling makes it easier to distinguish between upcoming and lapsed due dates.
Added AVS-R compatibility for Grindrod and Tyme Bank.
Calculations are more stable and accurate. Cancellations are better linked, and disclosure mode now only triggers on user input. Recalculations preserve data more reliably.
Promissory note errors are clearer and more informative. Operations retain better context, and name validation now allows up to six consecutive consonants.
Resolved an issue where the "Include Archived Years" toggle was hidden in report filters.
Uploading bank statements is now easier with a cleaner, more intuitive UI. Debug logging has been removed, and the detail view features improved formatting for better navigation.
Fields like operator assignment and follow-up dates now clearly show they’re editable. Key fields (e.g., Payday Frequency) are styled for better visibility.
"Promissory ID" is renamed to "Promissory Number" across the UI for consistency. Status checks are more reliable, and display is improved with styling in loan summaries.
Users can now navigate by either loan or promissory number. Linked items and menus follow consistent styling for improved clarity.
