Solutions Summit 2014 T-Recs Product Update and Feedback Kelly Darren, Jonathan Haynes, Shannon Parker, Gayla Steiner, Kaki Wynn.

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Presentation transcript:

Solutions Summit 2014 T-Recs Product Update and Feedback Kelly Darren, Jonathan Haynes, Shannon Parker, Gayla Steiner, Kaki Wynn

Chesapeake System Solutions, Inc. Proprietary and Confidential New versions Version 7.0 – Released July 2, 2014 Version 7.1 – Targeted for late September release

Chesapeake System Solutions, Inc. Proprietary and Confidential Reconciliation (7.0) Workflow parameters moved to Web client Flexibility to associated different configurations with different accounts within the same workflow Time tracking Account description entered on recon Reference field values as of the recon date are retained Comment tracking and suppression

Chesapeake System Solutions, Inc. Proprietary and Confidential Reconciliation (7.0) Override for completing reconciliations Ability to purge workflow generated reconciliations New template: Balance to Detail Comparison

Chesapeake System Solutions, Inc. Proprietary and Confidential Journal Entry Initiation (7.0) Not tied to reconciling items Automated import of GL accounts into active/inactive groups JE Structures Approval workflows, including conditions for auto approval Recurring templates Import of batches entered on spreadsheets

Chesapeake System Solutions, Inc. Proprietary and Confidential Process Manager (7.0) “Snapshot” feature

Chesapeake System Solutions, Inc. Proprietary and Confidential Miscellaneous (7.0) SmartMatch: Add a note to multiple transactions at one time Executive Dashboard: Saved filters New aging options

Chesapeake System Solutions, Inc. Proprietary and Confidential Reconciliations (7.1) Automatic Account Assignment Rules based Current and/or future reconciliations

Chesapeake System Solutions, Inc. Proprietary and Confidential Process Manager (7.1) Mobile device support

Chesapeake System Solutions, Inc. Proprietary and Confidential Archive (7.1) Version 7.0 features supported by archive

Chesapeake System Solutions, Inc. Proprietary and Confidential Future Development SAP integration and certification Move of admin client features Recon “snapshot” Recon re-certification changes Variance Analysis dashboard Spreadsheet import Merge of JE features for workflow approvals Mass update capabilities on transactions