Cash Management Upgrade

On September 21, 2012 First State Financial will release a new and improved version of our Cash Management product. The system has been updated with a new look and feel, creating an exciting new customer experience!

While much of the application content remains the same, the style of the screens has been improved to enhance your experience. We have also updated the system terminology to be more intuitive.  The first change you’ll see is that the main menu has changed.  Below you will find some additional screen shots to demonstrate other changes that are happening in the application.

If you have any questions or require additional assistance, please contact us at (606) 248-5950

New Main Menu Design

Resting the cursor on the main menu bar displays the sub-menu options for that section. When the cursor rolls over one of the sub-menu options, the text changes color to match the main menu bar. The sub-menus that will show are based on your permissions.

A number of sub-menu options have been renamed to be more intuitive. Others have been re-organized into more appropriate menu groups. The new main menu is divided into the following four sections:

Administration (formerly known as : Admin)

Account Activities & Reporting (formerly known as Account Services and Balance Reporting)

Payments & Transfers (formerly known as Funds Transfer)

Online Requests (formerly known as Online Services)

*Note: Balance Alerts and Sweeps are no longer under administration. Balance Alerts is now located under the Account Activities Reporting. Sweeps is now located under Payments & Transfers.

Page Design

There are two main page designs used throughout Cash Management Table Style and Form Entry. You will see these two styles used with minor variations to adapt the style to the content of the page. The basic functionality on the pages has been retained; however, some field labels and positioning have been changed to improve the usability and workflow.

First State Financial is excited about the changes coming in Cash Management and hope you will find these updates an improvement to our user experience.

Download a copy of the User Manual here.