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T-Recs Product Update and Feedback

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

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T-Recs Product Update and Feedback

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  1. T-Recs Product Updateand Feedback Kelly Darren, Jonathan Haynes, Shannon Parker, Gayla Steiner, Kaki Wynn

  2. New versions • Version 7.0 – Released July 2, 2014 • Version 7.1 – Targeted for late September release

  3. 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

  4. Reconciliation (7.0) • Override for completing reconciliations • Ability to purge workflow generated reconciliations • New template: Balance to Detail Comparison

  5. 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

  6. Process Manager (7.0) • “Snapshot” feature

  7. Miscellaneous (7.0) • SmartMatch: Add a note to multiple transactions at one time • Executive Dashboard: • Saved filters • New aging options

  8. Reconciliations (7.1) • Automatic Account Assignment • Rules based • Current and/or future reconciliations

  9. Process Manager (7.1) • Mobile device support

  10. Archive (7.1) • Version 7.0 features supported by archive

  11. 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

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