This release brings an important enhancement to our cash reconciliation functionality with reporting through Data Platform, and more.
- Building reports for cash - Data Platform now includes all the data from your cash reconciliations, including comments added to transactions
- Performance improvements in cash reconciliations
- Data Prep enhancements - to improve user experience in process change management and manual file submissions
Building reports for your cash reconciliations
You can now create reports and dashboards for cash reconciliations by connecting the BI tool of your choice to Data Platform. It gives you near real time updates of the account proofing and exception statuses, statement and transaction details, and more.
Sample dashboard built using Tableau Desktop
For more information, login to your Duco app and go to More > Data Platform documentation. Or check out the Data Platform Quickstart Guide.
Cash Performance improvements
Over the coming months Duco will be rolling out changes to improve the experience and scalability when reconciling cash..
This release includes improved performance when launching, filtering and sorting the Submissions screen as well as the time to complete Allocate to group actions.
Data Prep enhancements
Improvements in process configuration change management
Based on feedback from the last release, we have made a number of user experience improvements around staging copy, to make it easier to use and to show information more clearly. This includes how staging copies and change requests are listed, page layouts, and how changes are shown.
Manual snapshot and reconciliation run
When creating a reconciliation run manually by picking a specific Data Prep snapshot, that snapshot will now be recorded as used and will not be used again in subsequent runs with other data coming submitted automatically. This is a change to an existing behaviour which confused our users. Of course, you can still create another run and use that snapshot again manually.
Bug fixes
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Issues addressed |
Description |
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Processes can become invalid after unrelated changes are made due to run notification configurations |
When a user to notify in Run notifications becomes suspended or deleted, the whole process settings become invalidated after any configuration update is made, causing runs cannot be started and user confusion. |
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Run results XML export fails |
If an XML export is requested for a run while it is processing, the export will fail instead of returning an error. |
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Not possible to unblock invalid process configuration if Change control is enabled |
If process configuration is locked with Change control enabled, and an element used in the configuration gets deleted (e.g. a label used in workflow rule has been deleted), the process becomes invalidated and user has no option to fix the problem. With this release you can now create a staging copy if the process is invalidated. |
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Issue with opening record details page |
In some rare cases when a record was manually matched in the past, Duco may fail to render the record details page and 500 error is shown. |
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Statements can stay in 'pending matching' status and do not get processed automatically |
In some cases in a cash process, statements can be stuck in 'pending matching' status and not get processed automatically. In such cases matching needed to be triggered manually. |
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MT535 files are not parsed correctly if don't contain a FIN message |
The MT535 files are not parsed correctly when the first block of the MT535 files doesn't contain any FIN message. |
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Requesting excel export from UI makes Duco unresponsive for several minutes |
In some rare cases when a user clicks on Export run results of a two-sided reconciliation, the UI becomes unresponsive for minutes. |
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Triggers selection panel is not fully shown |
In Data Prep the snapshot triggers selection panel is hidden under other elements on the page and is not fully visible. |
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Leaving field name as empty makes the process configuration invalid and locked |
In Data Prep if an input field name is saved as blank value, the data inputs settings page becomes invalid and cannot be changed by the user. |
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Permissions tab is not fully shown |
In Data Prep the permissions panel is hidden under other elements on the page and is not fully visible to users without User Admin permissions. |
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Run notification emails are not sent in some specific scenarios |
In case of a failed run caused by a rare combination of factors, email notifications were not sent to the indicated recipients which slows down investigation. |