< back

Software Release Crosswalk

BalanceAAP/BalanceHub 3.9.1 Transition to Balance AAP 4.0

Berkshire has consolidated the balanceHUB reporting portal into balanceAAP plan preparation software to enhance interactivity between the two functions. This consolidation also supports Berkshire's efforts to apply more granularity and control for Administrators in assigning user permissions through software and plan Profiles for improved security.

Differences between Version 3.9.1 and 4.0 are outlined in the table below:

Function 4.0
Login Screen and Software Access
  • Updated look
Security Settings
  • Previously not required, Security tabs for Password and Security Questions are available for the user Account, by clicking on [user name] in the software header.
Navigate between Applications
  • For software subscribers who have access to multiple balanceWORKS applications, the previous Applications drop-down in the software header has been replaced with circular icons.
Plans List
  • The Plans bar in the software header has been relocated to the side navigation menu.
  • Visually, this better helps orient the user to (locating, creating, or accessing a plan on) the Plans list. In addition, the user can quickly identify how to return to Plans from within an individual AAP.
Side Navigation Menu
  • The menu is now collapsible and expandable, providing more workspace.
Plan Home Captions
  • Update look and verbiage