Latest Release Notes

New Features

Reconciliations

The look and feel of the Amount Based Reconciliation window is now similar to the Value Based Reconciliation window
Coming soon: You can now add new columns to an existing Value Reconciliation
Coming soon: Added a new Value-Based rec configuration option, allowing for the selection of the MIN and MAX numeric values for informational columns (previously only the "sum" default was possible)
Coming soon: You can now reorder columns during the initial setup
Coming soon: Removed Value Reconciliation Queueing so multiple Value Reconciliation instances can be created at the same time

Data Retention

Is your list of historical instances getting a bit lengthy? Would you like to clear out some history without losing the ones that are most important to you? If so, take a look at the Data Retention feature on ASI data sets and reconciliations – recently updated to include advanced configurations so that you can make sure to only remove what you don’t need.

Assignments

The Assignments feature continues to improve. If you haven’t started using ASI Assignments, please feel free to reach out to bandrews@aggregatesingularity.com to learn more.

“Explain” assignments set to “Manually Reviewed” will no longer be updated to “Closed” when the associated reconciliation results are Auto-Reviewed. This will help with confusion around manually reviewed reconciliation results that move from Auto-Reviewed back to Open
Coming soon: Added 1-click navigation from assignment details window to underlying Value Reconciliation
Clicking an assignment in the Assignment List window will open in a new tab rather than using the current tab
Assignments can now have .msg type file attachments
Enhanced daily assignment email control to allow end user to choose specific days of the week to receive automated morning email. Click your name at the top right of the ASI window to set your email preferences
Coming soon: Added a Create/View assignments button from the Value Reconciliation results drilldown window

Excel Integration

Keep an eye out for an upcoming Excel Integration training to learn how to supercharge your utilization of Excel by integrating it with ASI workflows.

You can now load data different Excel templates into a single data set instance
It is now easier to select which tabs can be used in Excel integration
ASI can now write Amount Reconciliation data to Excel workbook tabs in a workflow via the Excel Integration feature
When ASI writes data to a Microsoft Excel table, the number of rows in that table will increase to fit all of the rows from the ASI reconciliation
Excel templates can now be renamed

Additional Updates

Reconciliation issues can now be added in the same context as adding new reconciliation items
Check out the new statistics screens in the Admin menu for data on how you’ve used ASI over time
Coming Soon: .Zip files can now be loaded in the “Load File (Local)” workflow step. Choosing a .Zip file will load all files in the .Zip file to a single data set instance
Coming Soon: Added link to ASI online Help Center and Community Forum
Coming Soon: Added configurations to the front-end that were previously only available to ASI implementers, such as Data Set->Master Data column mapping and usage of the BAT table
Coming Soon: Added Terms of Use window that details Service Agreement with ASI