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Hello everyone, thank you for taking the time to visit to our new Consulting Services Blog. I am Andrea White, the Manager on Porte Brown's consulting services team.

 

The team and I would like to welcome you and look forward to sharing helpful information on the topics of managerial consulting, strategic consulting, and technology solutions, such as ERP Solutions, CRM, and custom software solutions.

 

Welcome to Our Consulting Services Blog!

 

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Consulting Services Blog

TRAVERSE Tip: Bank Reconciliation Bonanza

- Thursday, September 01, 2016
TRAVERSE developers have been hard at work adding new functionality to Bank Reconciliation. You are now able to print the activity log under purged cleared transactions. A new Register View function has been added to the Reconciliation menu that allows you to view bank account transactions for a specified date range. A new business rule has also been added to allow you to choose to audit bank reconciliation transactions.

For additional recent enhancements to TRAVERSE, check out the TRAVERSE Build History page.

TRAVERSE Tip: Make a Statement with Bank Reconciliation

- Wednesday, June 29, 2016
The TRAVERSE version 11 reconciliation process now includes statement and transaction history. You can now retain and utilize Bank Account Statement information beyond the basic act of closing out reconciled transactions. This also provides a stronger audit to the primary ledger.

For additional recent enhancements to TRAVERSE, check out the TRAVERSE Build History page.

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