Support

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Activity overview

Latest activity by Support
  • Support created an article,

    Chart of Account Mapping

    The Chart of Accounts Mapping feature enables you to map unclassified chart of accounts codes by dragging and dropping them from unclassified to the correct chart of account code. Unclassified char...

  • Support created an article,

    12 December 2018 (V4.25)

    New features: The Upload Agent will no longer need to uninstall and reinstall to update its configuration. Choose whether to have auto-update on/off upon installation of the Upload Agent. Improved...

  • Support created an article,

    27 November 2018 (V4.24)

    New features: User Security Administrators can now import & export all users in a CSV to edit existing users or bulk upload new users. This is designed to save time when multiple new users suc...

  • Support created an article,

    Product Mapping for Banking Performance

    Loan and deposit data needs to be mapped using Product Mapping to configure the Banking Performance application or to add new loan and deposit products to the reports in Banking Performance. There ...

  • Support created an article,

    7 November 2018 (V4.22 & V4.23)

    New features: Report Viewers will now receive an email notifying them when new reports are available. The email is sent when generate results is completed and new data is available. If Financial P...

  • Support created an article,

    2 October 2018 (V4.21)

    New features: The ability to translate report menus, report labels & columns into a preferred language e.g. from English to Spanish. The ability for users to select their default report langua...

  • Support created an article,

    29 June 2018 (V4.19)

    New features: Finance Administrators can now make adjustments to actual and average balances through the web user interface within the administration area. Finance Administrators can now make add ...

  • Support created an article,

    31 August 2018 (V4.20)

    New features: Data Management Administrators are warned if an integration hub file date is older than 3 months old or in the future when they upload a file. Data Management Administrators are warn...

  • Support created an article,

    Manage Actual & Average Budget Figures

    You can manage actual or average balance budget figures by clicking Publish/Budgets in the administration area.  The screen will show all the budgets for the financial year. You can double click an...

  • Support created an article,

    Make Adjustments to Actual or Average Balances

      You can make adjustments to an actual or average balance by clicking Publish/Adjustments in the administration area.  The screen will show all the adjustments that have previously been made in th...