Support
- Total activity 157
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 112
Articles
Recent activity by Support Sort by recent activity-
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...
-
Run a Trial Balance Report
After mapping any new GL accounts or loading budgets or adjustments within BankBI it is advisable to verify the changes are as expected in the BankBI financial reports. This can be performed by ru...
-
Upload Agent Diagnostics
File in watchpoint folder renamed to .failed This indicates that the Upload Agent attempted to upload the file to the BankBI API but failed. To aid BankBI in diagnosing the problem, find the error...
-
Initial Upload Agent Installation
Install the Upload Agent Software Log into BankBI using a user with the Data Administrator role. Navigate to the Bank Admin site by clicking the cog icon in the top right corner. Choose Upload Age...
-
Liabilities Analysis
Basic description This report presents four charts analysing Liabilities Uses This report is designed to show the current snapshot, and recent trends, Asset growth at a glance. These results are co...
-
Assets Analysis
Basic description This report presents four charts analysing and measuring Asset growth Uses This report is designed to show the current snapshot, and recent trends, Asset growth at a glance. These...
-
Lagging Indicators
Basic description A Lagging Indicator is a type of measurements used when assessing performance in a business. A lagging indicator is an output measurement. Uses A lagging indicator can only record...
-
Asset Growth
Basic description This report presents four charts measuring Asset growth, Investment Growth, Loans as a % of Assets and Loan Growth. Uses This report is designed to show the current snapshot, and ...
-
Performance Ratios - CU vs CU
Basic description This report presents comparative results against other Credit Unions; as well as other credit unions in different states for various reporting quarters, and recent trends. • Balan...
-
Performance Ratios
Basic description This report presents comparative results against Credit Unions/Peer Groups for various reporting quarters, and recent trends.• Balance Sheet Growth (Asset & Liability growth)• Ear...