Sage Insights 2015 Peresoft 2016 Release. Agenda Sage Vision 2014 1.New Features in Cashbook 2.New...
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Transcript of Sage Insights 2015 Peresoft 2016 Release. Agenda Sage Vision 2014 1.New Features in Cashbook 2.New...
Sage Insights 2015Peresoft 2016 Release
Agenda
Sage Vision 2014
1.New Features in Cashbook2.New Features in RecXpress
Cashbook 2016
Fixed Percentage Distribution Set Allocation. Specify the percentage of the total amount to allocate to
each distribution set line.
Sage Insights 2015
Inactive Bank Option. Option to set the bank as inactive to not print on the bank
summary report and prevent batch entries or reconciliation.
Sage Insights 2015
Inactive Bank Security. An inactive bank cannot be selected as the default bank in
Bank Security.
Sage Insights 2015
Inactive Bank C/B Options. An inactive bank cannot be selected as the default bank in
C/B Options.
Sage Insights 2015
Inactive Bank Batch Entry. An inactive bank cannot be selected in batch entry.
Sage Insights 2015
Bank Reconciliation Inactive Bank. Bank reconciliation for inactive bank opens in read-only
mode.
Sage Insights 2015
Bank Summary Inactive Bank Option. Option to display Inactive Banks in Bank Summary.
Sage Insights 2015
Inactive Bank in RecXpress. An inactive bank cannot be selected in RecXpress import.
Sage Insights 2015
Default Tax Method by Bank. Option to set Default Tax Method to Calculate, Enter or Tax
Line by bank.
Sage Insights 2015
Show All Marked Entries. Option to show all marked entries in bank reconciliation.
Sage Insights 2015
Adjust All Marked Entries. Option to adjust marked entries range in bank reconciliation.
Sage Insights 2015
Reconcile Adjustment Entries During Posting. Option in posting to reconcile adjustment entries.
Sage Insights 2015
RecXpress 2016
Match With Error Option. Option to select whether entries should be matched with
error or not during bank statement import.
Sage Insights 2015
Reconciliation Match Options. Option to match entries by Reference and/or Description
during bank statement import.
Sage Insights 2015
RecXpress Statement History. History of posted bank statement reconciliations.
Sage Insights 2015
RecXpress Transaction History. History of posted reconciliation transactions.
Sage Insights 2015
Cashbook Transaction Detail Drill Down. Drill down to detail in transaction or history file.
Sage Insights 2015
