Summary

July 2026 deepened Atomic's cash, trading, and workflow capabilities. The headline releases include Payment Request Tasks (Workflows v3), which applies the right review steps to each payment automatically based on its details, an Expanded Cash Planner, Security Journals for Fidelity, and Manual Transaction Reconciliation for matching activity yourself when no automatic match is found. Cash and margin funding details now appear directly on the payment request, SLOAs refresh every 30 minutes for accounts with upcoming payments, and you can now sell mutual funds through Schwab. Rounding it out: transaction CSV export, custodian External IDs, sortable and customizable columns across most tables, and a deep round of reliability work on Fidelity and Schwab submissions. Several of this month's capabilities are rolling out firm by firm — reach out and we'll enable them for you.

Payment Request Workflow

Payment Request Tasks (Workflows v3) (gradual rollout)

Payment Request Tasks replaces the old model of manually toggling between separate workflows. Condition-based task groups now apply automatically based on each payment request's details — payment type, custodian, or whether a SLOA is on file — so the right review steps always appear without anyone having to pick a workflow. Tasks can be checked off automatically when Atomic detects the underlying condition (for example, confirming a required SLOA attachment when one is present), and task groups can be assigned to specific people or teams and reassigned automatically as each group completes. This is rolling out firm by firm; reach out to your Atomic contact and we'll work with you to build out your firm's payment request tasks.

Required-Text Input on Workflow Tasks

Workflow tasks now support an optional required-text field. When configured, users completing the task must enter a text response before the task can be marked complete, giving you more structured data capture during payment request workflows. Look for the new required-text prompt on tasks that have it enabled.

Cash and Margin Details when Creating Payment Requests (gradual rollout)

For accounts with margin available, payment requests now show key funding details up front: Cash Available, Margin Available, and Securities, so you can see at a glance how a payment can be funded. A new optional "Use margin for this payment request" checkbox indicates that margin should be used to fund the payment — helpful when available cash is short. These details appear in the account section when you create a payment request; accounts without margin available will note "Margin not available for this account."

Payment Party Selection Under "To"

The first- vs. third-party payment party toggle has moved directly under the "To" account selection. When the selected "To" account is governed by a SLOA, the party is set automatically for you; if there's no SLOA in play, you can tell us whether the payment is first- or third-party. The field also waits for the SLOA lookup to settle before showing options, so you won't see a stale choice.

Add Dependencies Directly from the Row Menu

You can now add dependencies to a payment request straight from the row menu on the payment requests table, without opening the full detail view. Click the ellipsis menu on a row and choose "Add Dependencies" to open a quick modal — useful when you're linking related requests while working through a list.

Created Date Column on the Active Table

A new "Created Date" column has been added to the Active payment requests table, placed just after "Process Date," making it easier to see when each request first entered the system when triaging your queue.

Distribution Withholding on Payment Request Details

Payment request detail pages now show distribution withholding amounts, so you have full visibility into what will be withheld from each distribution alongside the other payment details.

Account Number Masking on PDF Payment Instructions

When preparing PDF payment instructions, you can now choose to mask account numbers so full numbers are hidden on the generated instructions. The option appears in the Send Instructions dialog.

Editing Moves to the Detail Page

The "Edit" action has been removed from the row-level menu on the payment request table. To edit a payment request, open its details page and use the inline editing there — every editable field is available directly on the payment request itself.

Cash, Treasury & Trading

Expanded Cash Planner

The Cash Planner has been expanded into a fuller view showing your Total Account Value, a cash analysis panel, a cash trajectory chart, pending transactions, and a transactions list — all in a larger, scrollable drawer. Open it from the Cash and Treasury pages or from within payment request workflows, and start a Move Money action directly from Cash and Treasury.

Redesigned Treasury Filters and Column Visibility (gradual rollout)

The Treasury page's sidebar has been replaced with a modern filter menu and column visibility menu that appear as buttons above the grid. You can filter by scope, account, or attribute more quickly and manage which columns are shown from a single dropdown, keeping the workspace uncluttered.

Trading and Cash Workflow Polish

The raise and sweep modals and the order modal now show expected trade-timing, so you know when a trade is likely to execute. The Orders page has a new filter menu, you can shift-click to select a range of accounts in Cash, and your preferred cash-equivalent ticker is now saved in uppercase so it's recognized and matched correctly no matter how you type it.

Transactions & Reconciliation

More Reliable Matching

Reconciliation got more accurate this month on several fronts. When there's only one candidate match, it's now selected automatically, saving you a click. Account-to-account payments generate correctly signed pending transactions on each side so they reconcile against one another, and cash reconciliation now matches to the correct next-day custodian posting — together reducing manual cleanup on internal transfers and cash movements.

Manual Transaction Reconciliation

You can now manually match and reconcile activity directly on the Transactions page, choosing the best candidate when an automatic match isn't found. Redesigned candidate cards make it easier to compare options and confirm the right match, and a reconciled row updates instantly across your open tabs. Look for the match and reconcile action on the Unmatched PRs tab.

Transaction Export

You can now export the transactions table to CSV. Choose a date range in the export modal and download all matching transactions for reporting or audit purposes — look for the Export button on the transactions page toolbar. For firms with the newer export enabled, exports now also include security details, matching the security information already shown in the table.

External ID on Payment Requests and Transactions

Payment requests and transactions now display the custodian's transaction identifier as a column, giving you a direct reference for tracking submissions with the custodian. The External ID column appears on both the payment request and transactions grids, and is included in transaction CSV exports.

Pinned Date Range on the Transactions Table

The Transactions table now has a pinned settled-date range control at the top, giving you a clear, always-visible way to set the window you're reviewing. Transactions views and exports are scoped to a rolling 90-day range, which keeps the table fast and responsive as your history grows.

Custodian Integrations

Security Journals for Fidelity (gradual rollout)

You can now create and submit security journal payment requests to move positions between accounts. A single journal can include multiple positions from the source account, with a tax-lot method chosen for each and the estimated value shown per position before you submit. Look for the "Journal - Positions" type when creating a payment request. This is rolling out gradually — reach out to us to enable it for your firm.

Faster SLOA Updates for Upcoming Payments

Atomic now checks for new Standing Letters of Authorization every 30 minutes for accounts that have an upcoming payment request, on top of the existing overnight refresh of all accounts. A SLOA added today is picked up within about half an hour, so you can process a payment request against it the same day instead of waiting for the next-day update. It runs automatically in the background during business hours.

Fidelity Reliability Updates

Several submission paths were hardened this month. Fidelity wire transactions are now polled until the fed reference number lands, so the reference consistently appears in reconciliation and transaction records without manual intervention. Fidelity ACH submissions automatically retry with a swapped standing instruction type when the initial submission fails validation, and third-party ACH transfers using standing instructions now submit correctly instead of failing with a validation error. Check payment requests that were failing despite a standing letter being on file now flow through reliably, and Not In Good Order (NIGO) checks — which had stopped processing correctly — have been restored.

Schwab Reliability Updates

When a Schwab ACH payment is submitted with a same-day process date, Atomic now automatically sets the process date to the next business day, since Schwab does not accept same-day ACH submissions. The Schwab process-date warning banner on the detail page now appears only for ACH requests, where the timing guidance is actually relevant. Prompts to reconnect a Schwab connection now distinguish an expired session from other causes, so you always see the right next step.

Beneficiary Address on Non-SLOA Payments

Beneficiary address details now transmit to the custodian on non-SLOA payments, matching how SLOA-backed payments already behave. The full beneficiary record reaches the custodian regardless of how the payment is routed.

Recipients, SLOAs & Vendors

Expanded Filtering on the SLOA and Recipients Pages (gradual rollout)

The new filtering experience has rolled out to more tables. The SLOA page has been flattened into a single unified table view with a transaction-type column and a refreshed set of filter menus, and the Recipients table now has per-tab filter menus as well. On the SLOA page, the Validity and Expired filters have also been merged into a single Status filter that matches how status is displayed in the table's columns.

Beneficiary Name Required on Vendor Records

Beneficiary name is now a required, first-class field across the vendor UI, ensuring payments have clear beneficiary information. A dash appears in the beneficiary column when a vendor doesn't have one yet.

Warning When Deleting a Vendor with Active SLOAs

Deleting a vendor that has active standing letters of authorization now shows a warning listing them, so you can make an informed decision before removing the vendor.

Duplicate Vendor Prevention

Saving a new vendor now disables the submit button and shows a pending label while the save is in flight, preventing duplicate vendor records from repeated clicks.

Capital Calls & Document Processing

Capital Call Notices Without Attachments

Notices that arrive by email without a PDF attachment now generate a document from the email body, so the corresponding draft payment request is still created. Previously, a notice with no attached document could fail to flow into Atomic.

Arch Ingest Task Assignment

When capital calls are ingested from Arch, related workflow tasks are now automatically assigned to Atomic Insights, giving you clear visibility into when capital calls have been received.

Tables, Filters & UX

Sortable, Customizable Columns on More Tables

Sort and column-visibility menus now appear on Transactions, Recipients, Standing Letters, Client Hierarchy, User Groups, Users & Roles, Data Groups, and the Cash and Orders tables. Click a column header to sort, use the column menu to choose which columns appear, and your choices are remembered the next time you return to the page. Column order and sorting now also persist as you move between pages and refresh, and saved table filters reliably reapply after a reload.

Multi-Select Date Filters

Table date filters now let you select more than one option at once — for example "Is Empty" and "Today" together — instead of building a separate view for each. This makes it much faster to see which payment requests still haven't been submitted today.

Client Hierarchy — Filter by Level

The Client Hierarchy Overview can now filter by node level, with the available levels listed at the top of the filter menu, so you can narrow the view to just the tier you care about.

Filter and Table Polish

A steady stream of smaller refinements landed this month: the Data Groups and User Groups tables now use the redesigned filter experience for consistency; deleting a saved view shows a confirmation modal instead of the previous hold-to-delete gesture; long saved-view names are truncated so the edit and delete controls stay reachable; row action and column menus align precisely to their trigger and cap at viewport height so they don't open off-screen; export buttons share a consistent look with tooltips describing each control; the assignee dropdown on payment request details no longer gets clipped behind adjacent panels; clicking the copy icon no longer shifts surrounding page content; and transaction number columns now use a consistent monospaced font for easier scanning.

Bug Fixes & Stability

July's fixes included: bulk submit now correctly loads all payment request IDs and enforces the selection cap, resolving a crash when selecting 100 or more payment requests; filtering and sorting the Transactions table by Amount now works correctly for security journal entries, which previously behaved as if their value were zero; and clearing and changing the "To" account on a payment request's detail page now lets you search for and select a new account as expected.

Questions or feedback? Reach out to us at support@atomicinsights.io.

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