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A Message From Our Team
A little history, a lot of progress!
Twelve years ago, I started as a design intern in the Banno cave office. It’s incredible to think how far we’ve come since then. We’re now turning some major corners with the Jack Henry Platform, with Exception Manager playing a pivotal role in Rapid Transfers exceptions, Jack Henry Wires earning “seasoned resident” status in the Statement, and even Jack Henry Insights prepping for rollout as the next generation of reporting for Banno. Read all the latest below!
Kevin Casey
Advisory, Technical Product ManagementJuly 31, 2026
Rapid Transfers: CSV Export for Settlement Reports
As you hopefully read in the Release Notes published on July 14 (on For Clients Portal), your authorized administrators can now export comprehensive Settlement reports as CSVs that include the same data displayed in Banno People.
They can also pull the exported CSV into whatever tool or process your financial institution uses to manage settlement. In short, now people can skip the time they used to spend manually copying and pasting that data!
While working with these reports, your staff will be glad to see that we expanded the reporting window from 7 days to 90 days. That change is intended to help you address less-common cases that require reviewing data that’s more than a week old.
No additional contract or support ticket is required for either of these feature updates. Both are already live and available for use.