The following features were added or improved in this release
- Updated Statements / Reconcile Screen:
- Moved the status bar showing all the statements for the account to be horizontally aligned at the top of the screen (rather than vertically aligned).
- Prior and Next statements only show for the same account (not across accounts).
- Check Images Changes:
- Displaying check and deposit images:
- Item amount hover over, where the image shows, now works on Transactions and Statements / Reconcile screens. Previously this was only available on the Check Image screens
- Check Image and check data field display now also showing on Matched chevron of the Check Images screen.
- Check Images Extraction:
- The check Memo field is now being extracted by default as part of the process.
- Check Matching:
- A new field Match Notes has been added to the system. This allows users to enter in match notes for each item.
- Displaying check and deposit images:
- Excel Exports
- Additional fields have been added to the Excel exports:
- Item Memo (now populating), Item Match Note, Item File Name, Item Page Number and Item Status.
- A new Export is available - which exports out Items that are not matched. The three available Excel transaction exports are now:
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Bank Transactions (Old Summary Export)
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Bank Transactions and Matched Item Details (Old Detail Export)
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Bank Transactions and All Item Details, Excel (New Export)
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- Additional fields have been added to the Excel exports:
- Statements screen listing the accounts and the Status display now includes additional Accounts fields. Fields like Account Type, Entity, Institution and Account Number can be unhidden and displayed on this screen.
- Improved persistence of filters when navigating between the Transactions and Visualizations tabs.
- Additionally this release includes various bug fixes and other improvements across the application.