QCash Next is the next-generation QCash platform designed to provide a more modern, intuitive experience for credit union administrators. The platform includes streamlined navigation, enhanced reporting capabilities, centralized customization tools and an improved dashboard experience.

Will all credit unions be required to migrate to QCash Next?

Yes. QCash Next will replace the current version of QCash, and all clients will ultimately be migrated to the new platform.

What are the primary benefits of QCash Next?

Key enhancements include:

• Simplified navigation with a persistent side menu.
• Enhanced reporting capabilities and report scheduling.
• A centralized location for member interface text customization.
• Improved management of Adverse Action Notice (AAN) reasons.
• An updated user interface designed to improve efficiency.
• Improved pre-approval campaign management features.

Will my members notice any changes?

There are no changes to the member-facing application associated with the upgrade to QCash Next. The upgraded platform will enable faster delivery of new features in the future that your members will benefit from.

 

When will my credit union be migrated to QCash Next?

Migration timing will be communicated directly to each credit union. The QCash Next microsite serves as the central location for migration communications, updates and resources leading up to Migration Day.

Will there be any downtime during the migration?

What should my credit union do before Migration Day?

Credit unions should:

• Review migration-related communications.
• Participate in available training sessions.
• Review available guides and resources.
• Work with their migration specialist if any testing, connectivity or migration preparation activities are required.

Will my existing configurations and settings be transferred to QCash Next?

Yes. Existing credit union configurations, including underwriting rules and business settings, will be copied into the QCash Next environment and reviewed to help ensure consistency with your current setup.

Will historical data be available in QCash Next?

The migration process includes copying certain historical data into QCash Next to support business rules validation and setup accuracy.

What is different about the QCash Next administration portal?

The administration portal features a modernized user interface, streamlined workflows, improved navigation, centralization of member interface text options and enhanced reporting capabilities.

How has navigation changed in QCash Next?

QCash Next introduces a static side navigation menu, allowing users to move between areas of the application more efficiently without repeatedly returning to a main menu.

What reporting enhancements are available in QCash Next?

Enhancements include:

• Improved report descriptions on the report menu.
• Easy-to-follow loan application dashboard with summary level transaction data to supplement detailed application log.
• Report scheduling improvements.
• Time zone awareness for scheduled reports.
• Simplified report data presentation.

What changes have been made to member interface customization?

Member interface customization is now centralized in a single location, making it easier to find and update messaging, product text and other member-facing content.

How are Adverse Action Notice (AAN) reasons managed in QCash Next?

Credit unions can customize the order in which AAN reasons appear, helping ensure the most meaningful explanations are displayed to members.

What will stay the same after the migration?

• Your credit union's existing business configuration, product settings and underwriting rules will be migrated to QCash Next. While the platform's appearance and navigation will be updated, the fundamentals of how your QCash program operates will remain the same.
• The member-facing application will remain unchanged.

Will my user permissions and roles carry over to QCash Next?

User permissions and access settings will be reviewed as part of the migration process to help ensure the appropriate staff retain access to the areas of the system they use today. Please work with your migration specialist to verify any role-specific requirements prior to Migration Day.

What training opportunities are available?

QCash will offer live training sessions, open forums and on-demand training resources to help users prepare for the migration.

Will training sessions be recorded?

Yes. Training sessions will be recorded and made available for on-demand viewing after the live event.

Where can I find user guides and other resources?

Migration-related guides, manuals, reference materials and support resources will be available on the QCash Next migration microsite.

Can multiple staff members attend training sessions?

Yes. Credit unions are encouraged to invite additional staff members to attend training sessions as needed.

Will integrations with our core and other systems continue to work?

The migration plan includes connectivity validation and testing with existing core integrations. Testing activities are designed to help ensure that current integrations continue to function in the QCash Next environment.

Will Single Sign-On (SSO) functionality change?

The migration plan includes activities related to establishing and validating SSO connections. The current SSO experience is expected to remain unchanged.

Who should I contact if I experience an issue after migration?

Contact your QCash Next migration specialist, Client Relationship Advisor or submit a HubSpot support ticket for assistance.

Got Questions? Connect with your QCash Next migration specialist, Client Relationship Advisor or open a HubSpot support ticket and our team will be ready to assist!