BANKING

New enhancement feature "filtered selection" is being added to the Reconciliation screen. This feature will enable users to see calculated totals that reflect only the records currently displayed in the grid, based on the filters they have applied. This improvement enhances user experience by providing more relevant and precise data insights, facilitating easier reconciliation processes. 

• Add new totals for "filtered selection"
  • total deposits (amount)
  • total deposits (number)
  • total checks (amount)
  • total checks (number)

REPORTS

• Change the filter label "Recalculate Totals" to "Filter Custom Totals"
  • change the parameter label from "recalculate totals" to "filter custom totals"
  • replace the "yes" option on the dropdown with "Filter total by report dates"
  • replace the "no" option on the dropdown with "Use total from agent or prop"

FORMULAS

• Deduct Types (UI) Update column labels for clarity
  • Change "company" to "company $"
  • Change "track company" to "track co $ percent"

COMPANY

• Notifications (UI) Make format of schedule module more user-friendly