IntelliMatch NextGen UI

Post feedback and ideas about the NextGen UI

1 Vote

Ability to filter snapshot recons by Recon Date in Homepage

Many clients do not approve daily recons but still perform recon so that can get an idea which ones are In-Proof and which ones need to undergo Exception Management. Additionally, not always Out of Proof recons are approved after exception managem...

Created 25 Jun 05:49 by Parikshit Bhanu

Consumer - Home Page

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1 Vote

Export to CSV missing in Homepage

In the classic IntelliMatch version, we were able to export to csv from recon WS, which works as homepage in that version. In NG, there is no such feature available where users can export recons assigned to them in homepage

Created 25 Jun 05:32 by Parikshit Bhanu

Consumer - Home Page

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1 Vote

Ability to Select the Group for Dashboards in a Cont. Rec

Currently for Cont. Recs all groups are combined in the Pivot table. These could be several different saved desktop searches. Idealy you would be able to select the Group that you want to do a pivot table on and not have all saved groups be combin...

Created 24 Jun 15:31 by Clay Park

Home Page - Summary

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1 Vote

Pivot table order

Being able to sort the results is vital to presentation of the data for it to be of any use.

Created 22 Jun 13:58 by Jonathan Atkins

Consumer - Home Page

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1 Vote

Task Automation - Bulk Notification Emails

Notification message - Notifications where one message is sent for bulk number of transactions

Created 28 Apr 12:31 by Tolu Akin

Tasks

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1 Vote

Exception Count Should Reflect the Items when you Drill into Recon

We have noticed that there is a descrepency between the Exception Count and the actual outstanding items (or Proposed, Write-Off or Unbalanced) when you drill into the Recon. Since Exception Count is so promedent in the screen this creates some co...

Created 02 Apr 15:40 by Clay Park

Home Page - Summary

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1 Vote

Submitted, Reviewed and Approved on in Local Time and not GMT

Currently the Submitted, Reviewed and Approved on is in GMT. This needs to be converted to the local time

Created 26 Mar 15:38 by Clay Park

Home Page - Summary

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1 Vote

Ability to Asssign Dashboards to Users (Or at least save favorites for repeated use)

As we get into larger clients with multiple databases and lots of users there will be a lot of Dashboards. At current time the dashboards are just listed and to access them you have to select which one you want to see. If there are many dashboards...

Created 25 Mar 18:16 by Clay Park

Home Page - Summary

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1 Vote

Recon sort by name to include Security Id

This is related to 'IM-I-82' there is an option to sort Recons on the home by name which works for for cash recons (see screenshot 1 in the attached document) but when Securities recons are displayed sorted by name they are sorted by the base reco...

Created 21 Feb 13:30 by Jonathan Atkins

Consumer - Home Page

1 Additional information requested
1 Vote

Add Latest Comment to Main Screen of Recon

We have feature to include comment in Recon Summary window of Individual recon by clicking on I icon of corresponding reconciliation row. If manager wants to check comments before approve then manager need to click on I icon to see comment for tha...

Created 21 Jan 10:10 by Anshuman Mishra

Home Page - Summary

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