- Release notes v1.9.1, July 2017
- Release notes v1.9.0, July 2017
- Release notes v1.8, April 2017
- Release notes v1.7, February 2017
- Newly added accounts
Prior to this enhancement, the bank transactions were not being fetched retroactively for accounts that were mapped after the initial flow run. This issue has been resolved and now the connector can be used to fetch transactions for the accounts that were added even after initial flow runs.
- Batch Transactions
Batch transactions were being displayed along with the individual transactions that formed the batch, on the SVB dashboard. This issue was identified in the connector after the new release 2017.1 of Electronics Bank Payments module by NetSuite. The connector has been enhanced to resolve this issue that is only supported with 2017.1.4 or higher version of the Electronics Bank Payments module.
- SVB Dashboard
Prior to this enhancement, the SVB dashboard only showed three transaction records on each pane of the SVB dashboard due to restriction in the Global scrolling. With this enhancement, the connector has been enhanced to display upto five transactions records instead of three, on the UI, thus enhancing the user experience.
- New simple search functionality for the Bank Transactions and NetSuite Transactions pane
Other than the Sort option for Unmatched Transactions in the Silicon Valley Bank Dashboard for the SVB Bank Reconciliation Connector, a new search box has been added for both the Bank Transactions and NetSuite Transactions pane.
This search box allows you to effortlessly search for a string across all the transactions fields and filter through a list of transactions in order to match them. This simple yet helpful feature that allows you to quickly search for matching transactions and thus reduces manual effort and time invested in the process. One of the use cases would be to search for customer names, remarks or account numbers in the memo or description fields and match them. This feature leverages you to search through descriptions or memos present in transactions.
- Scroll Function
Prior to this enhancement, the Bank Transactions and NetSuite Transactions pane in the Silicon Valley Bank Dashboard for the SVB Bank Reconciliation Connector had a single scrolling option. Using this scroll, fields in both the panes use to move up and down.
With this enhancement, separate scrolling option for the Bank Transactions and NetSuite Transactions pane have been enhanced to make it more user-friendly by allowing you to maintain and track selections on either side while searching for matching transactions on the other pane.
The matched transactions will, in turn, be highlighted with a green vertical line. This provides the user, a quick visual indication of all the matched transactions relative to a selected Bank or NetSuite transaction.
- Enhanced the Hide a transaction feature
A new checkbox, Show Hidden, has been added as part of this enhancement in the Bank Transactions and NetSuite Transactions pane in the Silicon Valley Bank Dashboard for the SVB Bank Reconciliation Connector.
You can hide transactions by simply clicking on the Hide Transaction link on the transaction. When selected, this new checkbox allows you to view the hidden transactions. The hidden transaction records thus made visible are displayed with the Marked for Hiding label to distinguish them other transactions. You can simply click on Marked for Hiding to unhide these transactions.
In this update for the Silicon Valley Bank - NetSuite Connector we have introduced support for SVB Credit Card accounts in the Connector.
To add support for Credit Card accounts in the SVB - NetSuite Connector follow the following steps:
1. Login to integrator.io and go to the settings page for SVB - NetSuite Connector:
2. Within the settings page, click on General settings in the left hand column and the click on Map accounts:
3. Within the account mapping window, click on the refresh icon on the bank account column. This will bring all SVB accounts associated with the user credentials. Once the refresh is complete, the credit card accounts will show up in the dropdown. Select the one you want to map and map it with a NetSuite account in the second column and click Save.
4. The matching criteria set for ‘Others’ type of accounts will be considered for Credit card accounts.
5. When the import flow will run again, the Connector will also import the transactions associated with the mapped credit card accounts in NetSuite along with other mapped accounts. The flow will run as per schedule or you can run it on demand using the Play icon.
Note: The Connector will bring only new transactions i.e. from the date of mapping the credit card account. It will not bring any historical data to prevent creation of duplicates in NetSuite.
6. The credit card transactions will then start showing up in the SVB Dashboard:
In this update for the Silicon Valley Bank - NetSuite Connector we have enhanced usability and functionality of the Connector.
- Matching transactions across pages - In the Celigo SVB dashboard you can see up to 200 transactions in one page. However when the data volumes are high, it is possible that you need to match transactions across pages. We have now introduced ability to match a bank transaction with a NetSuite transaction across any page and vice-versa.
- Number of transactions imported on the integrator.io dashboard - In the integrator.io dashboard we will now show the number of transactions present in the bank file. This will give a better idea of bank transactions imported by the data flow.
- New alert messages - Sometimes you can select a wrong transaction and try to match it. The Connector will now show an alert message if the amounts do not match between the matched transactions and ask for confirmation before moving ahead.
In the last version of the Silicon Valley Bank - NetSuite Connector we introduced the functionality to match multiple NetSuite transactions with a single bank transaction. In this new release we have built on that functionality and introduced a number of enhancements which makes the Connector even more powerful and user friendly. The list of enhancements in this release are:
- Matching multiple bank transactions with one NetSuite transaction - The Connector now supports matching many bank transaction with one NetSuite transaction and the reverse i.e. matching many NetSuite transactions with one bank transaction. You can seamlessly choose the configuration you can want to use in the dashboard as often as you want.
- Hide a transaction from a dashboard - Sometimes you don’t want to see a transaction in the dashboard e.g. a void transaction. Now you have an option to hide a particular transaction for the dashboard by clicking the ‘Hide’ link.
When the “Hide’ link is clicked, the transaction is marked and will not be shown the next time the transactions are loaded on the dashboard. If the ‘Hide’ link is clicked again before saving, the selection is reset.
- Auto fill information in the create transaction form - For unmatched bank transactions there is an option in the dashboard to create a matching transaction.
When this linked is clicked, a NetSuite form is opened in a new tab for creating a transaction in NetSuite. The Connector will now populate helpful information in that form such as data, amount, account etc. from the original transaction automatically.
- Support for additional bank accounts - The Connector now supports additional bank account types such as savings account, loan accounts and credit card accounts.
ACH and batch transactions are becoming increasingly popular due to the efficiencies they offer. However they also pose a challenge during matching transactions between the bank statement and NetSuite since there would be only a single transaction on the bank statement for multiple transactions in NetSuite. Often there is no identifier in the bank statement which can be used to identify how a single bank transaction relates to a group of NetSuite transactions.
In the latest version of the Silicon Valley Bank - NetSuite Connector, we have introduced support for matching one bank transaction with multiple NetSuite transactions. After selecting the single bank transaction now you have the option to manually select multiple NetSuite transactions which make up the batch bank transaction. The amount difference between the bank transaction and the selected NetSuite transactions is calculated and shown in real time to prevent matching any unrelated transaction inadvertently.
Even if there is an amount difference due to incorrectly selecting a NetSuite transaction, the Connector will prompt the user about the discrepancy before saving.