Palace: Bank Import Changes - Recorded Video

A demonstration of the improvements made to the bank import workflow.

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About this course

This release video is going to demonstrate improvements to the Tenant Match screen which will provide a more seamless workflow when matching Tenant payments to Tenant Invoices.

This new table will display the most relevant invoices by due date so you can easily allocate payments without accessing the Options area for less relevant invoices.

Duration: 9min 28sec

Curriculum

  • Bank Import Changes
  • Survey

About this course

This release video is going to demonstrate improvements to the Tenant Match screen which will provide a more seamless workflow when matching Tenant payments to Tenant Invoices.

This new table will display the most relevant invoices by due date so you can easily allocate payments without accessing the Options area for less relevant invoices.

Duration: 9min 28sec

Curriculum

  • Bank Import Changes
  • Survey