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For smoother bank transaction data management, we’ve totally revitalized our Bank Direct Connect feature. In this video, we’ll give you a sneak peek of the new features coming to you this November 2020 in the Jasmine Release. We’ll take you through several of the upgrades you won’t want to miss out on including:
- Updated UI/UX user interface/user experience
- Automatically matched and added bank transactions
- User defined transaction matching rules
- Works with both the bank to AS connection and the Financial File Import functionality
- And more!
Stay Tuned for Jasmine
We’ll be pushing Jasmine to production in November so look out for emails in our updates. You’ll receive more information on how to prepare for the push. In the meantime, check out our recent blog showcasing the benefits of our bank direct connect feature. You’ll also see other Jasmine upgrades you can expect! In addition to new Bank Direct Connect updates that are going to make life so much easier, we improved many other core features.
We are returning to our standard practice of automatically pushing out our releases, so Jasmine will first arrive in your sandbox org on September 27th. Then, a few weeks later, Jasmine will be pushed to your production org starting on October 25th. Stay tuned for further emails and information!
If you’re not already up to date on your bank transaction mapping, now is a great time to do it so you are ready for the new tool! If you’re interested or need assistance, please reach out to our support team, here.
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Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.
