t-recs product update and feedback
DESCRIPTION
T-Recs Product Update and Feedback. Kelly Darren, Jonathan Haynes, Shannon Parker, Gayla Steiner, Kaki Wynn. New versions. Version 7.0 – Released July 2, 2014 Version 7.1 – Targeted for late September release. Reconciliation (7.0). Workflow parameters moved to Web client - PowerPoint PPT PresentationTRANSCRIPT
Solutions Summit 2014
T-Recs Product Updateand Feedback
Kelly Darren, Jonathan Haynes, Shannon Parker, Gayla Steiner, Kaki Wynn
Chesapeake System Solutions, Inc. • Proprietary and Confidential
New versions
• Version 7.0 – Released July 2, 2014
• Version 7.1 – Targeted for late September release
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Reconciliation (7.0)
• Workflow parameters moved to Web client• Flexibility to associated different configurations with different accounts within
the same workflow
• Time tracking
• Account description entered on recon
• Reference field values as of the recon date are retained
• Comment tracking and suppression
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Reconciliation (7.0)
• Override for completing reconciliations
• Ability to purge workflow generated reconciliations
• New template: Balance to Detail Comparison
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Journal Entry Initiation (7.0)
• Not tied to reconciling items
• Automated import of GL accounts into active/inactive groups
• JE Structures
• Approval workflows, including conditions for auto approval
• Recurring templates
• Import of batches entered on spreadsheets
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Process Manager (7.0)
• “Snapshot” feature
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Miscellaneous (7.0)
• SmartMatch: Add a note to multiple transactions at one time
• Executive Dashboard:• Saved filters• New aging options
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Reconciliations (7.1)
• Automatic Account Assignment• Rules based• Current and/or future reconciliations
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Process Manager (7.1)
• Mobile device support
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Archive (7.1)
• Version 7.0 features supported by archive
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Future Development
• SAP integration and certification• Move of admin client features• Recon “snapshot”• Recon re-certification changes• Variance Analysis dashboard• Spreadsheet import • Merge of JE features for workflow approvals• Mass update capabilities on transactions