As a SaaS company specializing in bank reconciliation, we aim to provide our users with robust features for managing different banks and the nature of their operations. This epic focuses on developing and enhancing these features to ensure efficient and accurate bank reconciliation. The key areas of development include:
Bank Management: Develop features for adding, updating, and removing banks. This includes integrating with various banks' APIs to fetch and update account information.
Operation Nature Management: Implement features for defining and managing the nature of operations (e.g., deposits, withdrawals, transfers, fees). This includes creating operation categories, setting rules for automatic categorization, and allowing manual categorization.
Reconciliation Process: Enhance the reconciliation process to accommodate the management of multiple banks and operation natures. This includes matching bank statements with accounting records, identifying discrepancies, and generating reconciliation reports.
User Interface: Design a user-friendly interface for managing banks and operation natures. This includes creating intuitive forms for adding and updating information, and clear, informative displays for viewing and analyzing data.
Acceptance Criteria:
Successful integration with multiple banks' APIs.
Efficient management of different operation natures.
Accurate and efficient bank reconciliation process.
User-friendly interface for managing banks and operation natures.
As a SaaS company specializing in bank reconciliation, we aim to provide our users with robust features for managing different banks and the nature of their operations. This epic focuses on developing and enhancing these features to ensure efficient and accurate bank reconciliation. The key areas of development include:
Bank Management: Develop features for adding, updating, and removing banks. This includes integrating with various banks' APIs to fetch and update account information.
Operation Nature Management: Implement features for defining and managing the nature of operations (e.g., deposits, withdrawals, transfers, fees). This includes creating operation categories, setting rules for automatic categorization, and allowing manual categorization.
Reconciliation Process: Enhance the reconciliation process to accommodate the management of multiple banks and operation natures. This includes matching bank statements with accounting records, identifying discrepancies, and generating reconciliation reports.
User Interface: Design a user-friendly interface for managing banks and operation natures. This includes creating intuitive forms for adding and updating information, and clear, informative displays for viewing and analyzing data.
Acceptance Criteria: