Epic Description:
As a SaaS company specializing in bank reconciliation, we aim to provide our users with a seamless and automated reconciliation process. This epic focuses on developing a feature that can execute reconciliation using two Excel files - one from the bank and one labeled as '502'. The key areas of development include:
Excel File Upload: Develop a secure and efficient feature for users to upload their Excel files. This includes validating the file format and size and handling any upload errors.
Data Extraction: Implement a feature to extract and validate data from the uploaded Excel files. This includes mapping the data fields correctly between the bank and 502 files.
Reconciliation Process: Develop an automated reconciliation process that matches records between the two Excel files, identifies discrepancies, and generates reconciliation reports.
Error Handling: Implement robust error handling to deal with any issues during the reconciliation process. This includes providing clear and informative error messages to the users.
User Interface: Design a user-friendly interface for uploading Excel files and viewing reconciliation results. This includes progress indicators for the reconciliation process and intuitive displays for viewing and analyzing reconciliation reports.
Acceptance Criteria:
Successful upload and validation of Excel files.
Accurate extraction and mapping of data from Excel files.
Efficient and accurate reconciliation process.
Robust error handling during the reconciliation process.
User-friendly interface for executing reconciliation and viewing results.
Epic Description: As a SaaS company specializing in bank reconciliation, we aim to provide our users with a seamless and automated reconciliation process. This epic focuses on developing a feature that can execute reconciliation using two Excel files - one from the bank and one labeled as '502'. The key areas of development include:
Excel File Upload: Develop a secure and efficient feature for users to upload their Excel files. This includes validating the file format and size and handling any upload errors.
Data Extraction: Implement a feature to extract and validate data from the uploaded Excel files. This includes mapping the data fields correctly between the bank and 502 files.
Reconciliation Process: Develop an automated reconciliation process that matches records between the two Excel files, identifies discrepancies, and generates reconciliation reports.
Error Handling: Implement robust error handling to deal with any issues during the reconciliation process. This includes providing clear and informative error messages to the users.
User Interface: Design a user-friendly interface for uploading Excel files and viewing reconciliation results. This includes progress indicators for the reconciliation process and intuitive displays for viewing and analyzing reconciliation reports.
Acceptance Criteria: