Gravity has undergone a comprehensive transformation of the Bank Matching Screen, a pivotal tool for managing bank transactions sourced from both our bank feeds and Bank imports. The revamped Bank Matching screen not only boasts enhanced user-friendliness but also significantly boosts processing efficiency.
Frequently, users rely on bank feeds as the primary source for initiating transactions within Gravity. The upgraded Bank Matching screen introduces a streamlined method for seamlessly converting bank transactions into Gravity transactions through the utilization of transaction rules.
Access to the Bank Matching screen is readily available through either the Bank Reconciliation screen or within System Settings. Some of the notable new features encompass:
- Auto Match: Seamlessly pair bank transactions with corresponding Gravity transactions, automating the matching process.
- Investigate: Safeguard the ability to isolate bank transactions for subsequent review and evaluation.
- Create: Experience improved transaction creation capabilities, particularly when dealing with transactions spanning multiple entities.
- Process: Efficiently process transaction rules in bulk, streamlining repetitive tasks and reducing manual intervention.
- Ignore: Exercise the option to disregard individual or multiple transactions, affording flexibility in managing transaction data.
In conclusion, the overhaul of the Bank Matching Screen in Gravity Software Version 6.5 marks a significant stride toward enhancing user experience and streamlining transaction management. This update empowers users with a more intuitive, efficient, and feature-rich toolset, ensuring that their banking transactions seamlessly integrate with Gravity's robust financial ecosystem. As we continue to innovate and improve, we remain committed to delivering cutting-edge solutions that simplify your financial processes and drive greater productivity. Stay tuned for more exciting developments from Gravity Software.
