Changelog
Get the latest feature updates in Truv
- The Orders page filtering has been updated. Now, with the “Created by” filter, users can filter the results by users who were declined or had their access revoked.
- Order managers (OM) now have access to the Home page (aka Native reporting charts) where they can view metrics regarding order volume, conversion rate, turnaround times (TAT), and error histograms.
- We added a warning after 30 minutes of inactivity in the Truv Dashboard. Users can now press a confirmation button to extend their session and avoid an automatic logout.
- For orders workflow we’ve added a histogram with order turnaround time (TAT), which can be viewed by order notification method (Email and SMS, Email, SMS).
- Export functionality for reporting: users can now download any native report from the dashboard to a CSV file, allowing for easy data filtering and one-click export.
- Partial order canceling: now, after placing an order, one or more selected employers can be canceled for a borrower without canceling the entire order, providing greater flexibility in functionality.
- We’ve introduced the option to obtain the borrower report with the latest task details for users. Now, users can access the download button on Truv Users -> User page for this purpose.
- Templates update: users can now customize all returned documents for payroll income and employment, selecting the most recent paystub from the last 6 and obtaining any of 3 years for W2 form, to reduce unnecessary data retrieval.