Jiblink Release Notes 1

RELEASE 3.7 – JUL 2013

GENERAL:

Menus & Navigation Buttons:

§  The JIBLink menus and navigation buttons have a new look and feel.

§  Users can now click on blank areas of a menu option and menus will work better on tablets.

Performance Enhancements:

§  Accounts were upgraded to improve performance.

§  Excel Reports under the “Reporting” menu were upgraded to improve performance. Red Dog Systems will be trialing running excel reports on demand, rather than queuing some overnight, to determine if it is feasible to do so long-term.

FULL SERVICE PARTNERS (FSP):

Inbound & Outbound

Excel Reports:

§  “Invoice Type” selection checkboxes have been added to the parameters screens for all Excel Reports under the “Reporting” menu.

§  This will allow users to run Excel Reports for JIBs only, Land only, etc.

Inbound Only

Profile:

§  “Account Xref Count” and “Property Count” columns have been added to Profile > Acct Xref Control. These columns will allow companies to see which Xref Types are being used most and assist with cleanup (for example, companies may want to delete Xref Types with less than 10 accounts / properties).

§  All columns in “Account Xref Control” are now sortable.

Xref Admin:

§  A “view history” hyperlink has been added to the Major and Minor Account edit screens under Xref Admin > Inbound Acct Xrefs. Clicking this link will open a flyout window that displays changes to the account code including the last update user and date.

Outbound Only

Outbound Files:

§  A warning has been added to prevent releasing duplicate invoices.

§  JIBLink will look at the accounting month, invoice number and dollar amounts to determine if invoices are duplicates and provide a warning on screen.

Xref Admin:

§  An “Account Class” drop-down search has been added to both Major Accounts and Minor Accounts under Xref Admin > Outbound Acct Xrefs.

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