Craig

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Activity overview

Latest activity by Craig
  • Craig created an article,

    BankBI Chart of Accounts - How to Edit Descriptions

    The BankBI Chart of Accounts table allows users with Administrative rights to edit descriptions displayed within BankBI reporting and dashboards.  This can be performed when GL lines have been mapp...

  • Craig created an article,

    Your Chart Of Accounts - Map New / Unclassified GL Accounts

    Your Chart Of Accounts - Add/Edit New GL Lines in BankBI - Please note there is a full PDF guide with additional information available for download at the end of this article.   Customers can manag...

  • Craig created an article,

    Editing Branches

    BankBI has a function that enables users to perform on screen editing of tables held.  This allows users to edit descriptions, branch descriptions, product groupings and even map newly used GL line...

  • Craig created an article,

    Exporting Data to Excel

    There are now a number of options for exporting reports and data from BankBI to a number of different sources.  These include PNG image files, PDF files, Word, Excel and all the data to a .ZIP fold...

  • Craig created an article,

    Exporting Reports

    There are now a number of options for exporting reports and data from BankBI to a number of different sources.  These include PNG image files, PDF files, Word, Excel and all the data to a .ZIP fold...

  • Craig created an article,

    Adjusting Page Width and Aligning Reports

    Reports are displayed in BankBI in 'Full Width' which intuitively makes use of the full display you are using to view any given report. However you can adjust the view by clicking the 'Fixed Width...

  • Craig created an article,

    Report Filters

    Many of the Reports in BankBI provide options to filter various data options in the report.  These filters include selections of different time periods of data, budgets, actual or average balances ...

  • Craig created an article,

    Help & Support

    For Help and support please click on the ‘Help’ tab pictured. This will take you directly to our client support area, offering user support and guidance. You can also contact us from this area shou...

  • Craig created an article,

    Administration in BankBI

    To go to the Administration area within the BankBI application please click on the ‘Admin’ tab pictured. This will take users to an administration area within BankBI where a range of tasks can be...

  • Craig created an article,

    Log Out of BankBI

    To Logout of the BankBI application safely click on the ‘Logout’ Tab pictured.   If there has been no activity in a browser for 30 minutes, you will be timed out and will be required to log back ...