An update has been released, and here is an overview of what was improved in Bankfeed version 15.0.
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Product updates in version 15.0
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Intelligent and automated approach to payment management
Check out the features of Bankfeed.
Skipped posting reversal
In some cases, users use the “Skip Posting” function not on the entries they wanted to use it on, and they need to reverse the action. In this release, there is a possibility of doing it.
Open “Posted Statement Lines (Bankfeed)”, find and select the necessary line.
Click “Reverse Skip Posting” in the action pane.
Confirm your selection with a “Yes”.
As a result, “Skipped Posting” is removed from the line, and the line is transferred from “Posted Statement lines (Bankfeed)” to “Statement Lines (Bankfeed)”.
"Transaction Domain Code" and "Transaction Subfamily Code" in "Document Recognition Setup (Bankfeed)"
From this release, filling “Document Recognition Setup (Bankfeed)” table is easier, as you do not have to enter values in the fields “Transaction Domain Code” and “Transaction Subfamily Code” in such cases when they do not have any values, or if they have values but the document recognition formulas are the same for all value combinations. If you leave these fields black, the recognition process will search for all available value combinations.
So we recommend filling values in the fields “Transaction Domain Code” and “Transaction Subfamily Code” only if you want to specify the combination to which the recognition formula should be applied.
Once you’ll try it,
you’ll think it’s magic
TRY FOR FREE
STEP 1
Install Bankfeed from Microsoft AppSource
STEP 3
Go make yourself some tea. You deserve it.
HURRAY!