Tuesday 21 June 2011

Suggest Release

I am very excited to present the new Suggest functionality. I truly believe it is going to add value to Bank Recon and make it a more dynamic product.

Thank you to Anand, Ameet and Amol for the fantastic development work done; and to Franz and Carien for the usability guidance and design input. A special thanks to all the users who made themselves available for the prototype testings and provided the feedback to ensure we are delivering what you need.

Please download Version from http://www.twenty57.com/twenty57/BankRecon/Download.aspx?product=BankRecon

What is Suggest?
Users are presented with possible matches based on common words, date ranges and amounts which they can either reconcile or ignore.  Matching words are highlighted and the user can decide whether words give useful matches and should be used for future suggestions or not.

Franz's post gives more information on how Suggest works and the usablity testing and the Bank Recon webhelp also includes information on using the Suggest functionality.

Installation Notes:
If you are upgrading from a previous version '4.1.xxx' of Bank Recon, the following needs to be added to the config files:
    appSettings section of web.config:
        <add key="ConfigManagerURL" value="tcp://localhost:8087/ConfigManager"/>
    service secion of App.config of ProcessService:
        <wellknown type="Twenty57.BankRecon.API.ManualReconSuggestions.ConfigManagerProxy, Twenty57.BankRecon.API" mode="SingleCall"objectUri="ConfigManager" />

Microsoft Distributed Transaction Coordinator must be installed on the application server and the Database server.

Setup Notes:
You need to have Site Administrator rights to access the Suggest Configuration Setup screens. The default settings applied when the version is installed are optimised for most environments. Simply make the process active. You may want to add additional match criteria according to the business needs.

I recommend running the process for the 1st time outside of core business hours because a large dictionary of keywords is loaded and the initial run may process a large number of unreconciled transactions. Thereafter it will run in the background continually while activated.

If you experience performance degradation, adjust the config settings as described in the webhelp. Additional setup information is also available on the page.

The 'Suggest Reconciliation' Menu right will need to be given to the appropriate user groups so that they can see the screens.

I am looking forward to hearing about your experiences using Suggest and all ideas on extending the functionality. Please let me know about any issues you experience and thoughts you have 

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