February 11th, 2025 Release
The following features were added or improved in this release:
- New Cumulative Amounts Graph visualization
- A third visualization has been added to the system. This can be accessed via the visualization selector on the Visualizations tab.
- A third visualization has been added to the system. This can be accessed via the visualization selector on the Visualizations tab.
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- The graph shows per account the total amount of inflows and outflows per day. It is a cumulative view of the activity across accounts per day.
- The following filters are supported - transaction flow amounts and dates, and accounts. Filtering by dates is also available by using the data zoom section at the bottom of the graph, or alternatively using the track wheel on your mouse.
- Hovering over any data series will indicate the account and total amount for that day.
- All 3 Visualizations now export a scalable vector graphics (SVG) file when the
button is selected. - The total number of unique labels for a the 3 custom Vis Category's is now shown on the Manage Data Viz Columns dialogue. This helps you maintain that number under the 100 allowable unique labels.
December 17th, 2024 Release
The following features were added or improved in this release:
- New Balance Graph visualization
- A new visualization has been added which shows the account period balances over time.
- This new chart is accessed on the Visualizations tab.
- The graph can be filtered by accounts (either via the left hand side filters, or via the legend).
- Filtering by dates is also available by using the data zoom section at the bottom of the graph, or alternatively using the track wheel on your mouse.
- Hovering over any data point will indicate the account name, date and amount.
- A new visualization has been added which shows the account period balances over time.
- Multi-currency screen changes
- Multi-currency engagements are where you have one (or more) accounts that are for a currency different from the Engagements base currency. Now only the Statement Currency and Base Amount fields are added to the Transactions and Statement Reconcile screens for multi-currency engagements.
- Any changes to the columns in a multi-currency engagement (hiding or showing columns, or re-ordering) is now persisted. Note, to refresh the grid to the default recommendation, right click anywhere in the grid and select the Reset Columns option.
- Counterparty Update
- The dialogue that shows the counterparty fields has been updated so the size shown is uniform for every counterparty.
November 18th, 2024 Release
The following features were added or improved in this release:
- A new Sequence column has been added to transactions so they can be sorted exactly as they appear on bank statements.
- New imported statements (from November 19th 2024 onwards) will populate a new sequence field. Each imported document restarts the sequence from 1.
- Extension of Balance Sparkline
- Users can now click directly into the detailed statements page from the Balance Sparkline
- Users can now click directly into the detailed statements page from the Balance Sparkline
- Two new columns added to Excel Exports
- Stories (Column AU) - Comma separated list (sorted alphabetically) of the Story Names associated with each transaction.
- Sequence (Column BY) - The sequence (starting at 1) of the transactions as they appear per document.
- Improved navigation on the Counterparty dialogue allowing you to move up and down through the records
- The Statement Reconciliation screen has been improved to show all the fields that the Transactions screen shows. The following columns now show on both screens:
- Story - showing the stories associated for each transaction
- AI Categorization Columns (data will show if AI Cat has been run):
- Counterparty - indicating the other side of the transaction
- V8 Default Main and V8 Default Sub - columns used for the summary or detailed visualization.
October 29th, 2024 Release
The following features were added or improved in this release:
- The Statements status page has been modified to include 3 new columns:
- Inflows and Outflows which indicate the total money in and out of each account
- Balance sparkline which graphically represents the closing balance of each account period over time.
- Transfer Matches now default to the Match Best option. Performance has also been improved in running the Find New Matches with this option. The previously available Match First has been removed as an option for Engagements.