Enhancements Based on the Asset Reconciliation Configuration

Feature released in SummitAI Asset Management (Sierra)

What's New?

Following enhancements are made related to Asset Reconciliation (see: Asset Reconciliation):

Now, the Administrators can configure the Asset Reconciliation to escalate the Reconciliation to the reporting manager after specified no.of days/reminders and also can schedule the Reconciliation as one-time or recurring.

Category Wise Reconciliation Settings on the APPLICATION SETTINGS BY TENANT page

Now, the Administrators can configure the Category-wise Reconciliations settings on the APPLICATION SETTINGS BY TENANT page. The following changes are made related to the configured Reconciliation name on the ASSET RECONCILIATION CONFIGURATION page:

On the ACTIONS panel of the FIXED ASSET page, the RECONCILIATION icon is added with RECONCILIATION pop-up. Using this, the Analysts can reconcile the group of Assets by selecting the specific Reconciliation Name.

Figure: Fixed Assets List page
On the FILTERS pop-up of the RECONCILIATION ASSET REPORT page, new multi-selectable filters, such as Reconciliation Name, Reconciliation Execution Name, and Category are added to filter the reports.

Figure: FILTERS pop-up page
On the Reconciliation History tab of the ASSET DETAILS page, new Reconciliation Name and Reconciliation Execution Name columns are added to display the Assets based on the Reconciliation names.

Figure: ASSET DETAILS page - Reconciliation History tab
On the CUSTOM ACTION page, under MAPPING tab, new Reconciliation Name field is added to map and send bulk Assets for Reconciliation.

Figure: CUSTOM ACTION page - MAPPING tab