April 2024

Greetings and welcome to the April 2024 edition of Woodcore product updates! In this edition, we are excited to share our latest improvements to Woodcore over the past month.

Let's get started.

Improvements 🚀

Update Active Loans Report

We have improved the layout and presentation of the Active Loans Report by adding loan provisioning classification (Loan Provisioning Status) based on performance criteria—Performing or Non-Performing.

To generate an active loans report, navigate to Reports >> Loans >> Active loans >> Input Required Parameters >> Run Report on the CBA.

Update Portfolio Summary Report

The Portfolio Summary Report now includes date parameters that allow for customizable reporting periods, giving users more flexibility in generating tailored reports.

To generate a portfolio summary report, navigate to Reports >> Financial >>Portfolio Summary >> Input Required Parameters >> Run Report on the CBA.

Update Loan, Customer, and Savings Notes

• Users now have the capability to incorporate paragraphs within their notes, facilitating more detailed documentation.
• Additionally, we have enabled the addition of bullet points to enhance the structure and readability of notes.
• To improve user experience, we have implemented a default collapsing feature for lengthy notes. Users can now click on a See More option to expand and view the full content, ensuring easy access to important information.