Support

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Activity overview

Latest activity by Support
  • Support created an article,

    BankBI Release on 25 November 2019

    New Features A user interface for Upload Agent configuration and installation. Enhanced line chart visualisations. Enhanced table visualisations. New horizontal bar chart visualisations. New pop u...

  • Support created an article,

    Initial Upload Agent Installation

    A user with the Data Administrator role can download and install the Upload Agent. To install the Upload Agent, there must be a valid security certificate setup on the local machine that the Upload...

  • Support created an article,

    Initial Upload Agent Configuration

    Users with the Data Administrator role can configure and install the Upload Agent from within the administration menu within the BankBI application: To configure the data source files that the Upl...

  • Support created an article,

    BankBI Terms and Conditions

    BankBI UK Limited Terms and Conditions   1. DEFINITIONS The following definitions apply to this Agreement (unless expressly provided otherwise or the context requires otherwise): 1.1 “Application” ...

  • Support created an article,

    15 August 2019

    New features What if strategic planning tool Credit union merger analysis and planning tool Regulatory reporting automated template population Export all data on a dashboard to a single Excel file...

  • Support created an article,

    8 July 2019

    New Feature New tile visualisation dashboard now available. Performance Improvements Chart of account mapping data dictionary loading improvement.

  • Support created an article,

    9 April 2019

    New Features Chart of Accounts Mapping tool to drag and drop unclassified / new GL lines. Board Pack upload and view within web application.        Performance Improvements: New web app te...

  • 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 such as...