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Greetings BRM™ and BRMEdge™ Clients:
All of us at The Weiland Financial Group, Inc., wish you a happy and prosperous New Year! We have exciting news for all BRM clients, from updates to upgrades:
Current BRM Clients:
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We encourage you to upgrade to BRMEdge™. The benefits are numerous, such as the ability to automate your monthly tasks, dynamic reporting flexibility, and error tracking.
Call today to schedule your upgrade to the Edge: 847.735.0577.
NEW BRMEdge™ Updates: ...................
To all BRMEdge™ users, we recommend upgrading to the latest version, 3.08.05, due January 15th, 2007.
Why should current clients of BRMEdge upgrade to 3.08?
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The Budgeting module has been added, which allows forecasting from historical statement data. This module also allows for variance reporting (budgeted statements against actual).
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Flagging Options have been added to control whether a service will appear on a Case Manager price violation report.
- Flag the service based on expected price or volume (Default)
- Flag the service only if actual price is greater than expected
- Flag the service only if actual price is lower than expected
- Don't flag the service, no matter what
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BRMEdge™ Case Manager has been enhanced to identify several new types of cases, including the ability to automatically identify unwanted services.
- Services can be marked at the bank level or AFP Code level as unwanted, and will automatically notify you whenever that service has activity
- You may build a SPAM list of service descriptions that are unwanted
- Automatically be notified any time that a “miscellaneous” service appears or any other term that you deem undesirable.
Immediately find out what you are being charged for “repair” services, or “notice of change” or any other number of valid services that are undesirable
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An option has been added to MultiView where data is either grouped under a single field or duplicated in each row:
- When previewing the MultiView, the check box “Merge same data when exporting” is selected
- If you clear the check box, row duplication is allowed
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A new case type, File Posting Failed, has been added to 822 Processing. This option is especially useful when processing multiple 822 files.
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The Account Multi-Edit tool now includes the ability to mark multiple accounts as closed. Cost Center Group can now be assigned to multiple accounts. GL Code, Expense Company Code, Branch Code, Parent Account and Account Currency can now be added using account multi-edit.
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Payment History can be tracked from either the bank screen or in Case Manager. Entries made in one module are viewable in the other.
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Last, but not least, Global Electronic Bank Services Billing Standard (BSB) provides detailed balance, service charge, tax, currency and adjustment data from international banks to their customers. This file format was defined within the TWIST XML Open Standards Environment, the global standard that Steve Weiland helped define. BSB files can now be processed in BRMEdge™.
BAWeb™ News .........................
The much-anticipated release of BAWeb™ is here! BAWeb™ dynamically tracks signatory management by systematically relating bank accounts, bank agreements, signatories, signatory
limits and authorities with each parent company or subsidiary. This system will revolutionize how you monitor multiple bank relationships. See how BAWeb™ will make your life easier by scheduling a
demo or call 847.735.0577 for more information.
If you know someone else in your company
that should be receiving these newsletters, please let us know at: info@weiland-wfg.com.
www.weiland-wfg.com
© Copyright 2007 The Weiland Financial Group, Inc. All rights reserved.
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January 2007
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