Conversations
Have check copies available to view in FinanceWorks; members can view all transactions inside FW instead of having to switch between FW a...
Through Incident #910‐17155, I was informed that
FW nicknames need to be maintained manually and will not sync with changes made
on the...
Currently, if a user does not access their FinanceWorks profile
after 6months, FW will stop updating the users accounts until they log i...
Members have requested the ability to upload historic date from
Quicken to FinanceWorks to facilitate the transition from one system to ...
We would like to be able to allow members to add
additional email addresses for the alerts in FinanceWorks. This will allow spouses and...
Prior to
converting to NTP when FW was a website instead of a widget, we used to be able
to toggle back and forth from My Account to FW...
Occasionally,
we have to change member numbers due to fraud.
When this happens, our staff must submit a request to purge the previous
...