News - September 2024 RecXpress Automation Making Waves in the Industry Peresoft's True Automation for RecXpress with SFTP has been a game-changer for customers, driving improved accuracy and saving time in bank reconciliations. Since launching less than a year ago, RecXpress SFTP has transformed the way businesses manage their accounts. This innovative solution automatically retrieves bank statements, checks for duplicates, and consolidates data, allowing users to reconcile transactions in minutes instead of weeks. Security is also enhanced with two-factor authentication, eliminating the need for employees to log into bank accounts. Customers can now focus on high-value tasks instead of manual reconciliation, increasing both productivity and accuracy. Read the full ITWeb article here: Peresoft's Journey of Innovation
Product Tip of the Month In RecXpress, creating a robust Rules Template is essential for accurate bank reconciliation. With the ability to create an infinite number of rules, you can define exactly how transactions should be categorized based on your specific needs. The more rules you add, the more precise and streamlined your reconciliation becomes. You can allocate transactions to specific accounts, customers, or vendors, reducing manual work and increasing efficiency over time as RecXpress adapts to your preferences. Thursday Training Sessions Join us every Thursday at 10 AM SAST for our Peresoft training sessions. The next session on Mastering RecXpress Rules will be held on 26 September. Don’t miss it!
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News - September 2024

RecXpress Automation Making Waves in the Industry

Peresoft's True Automation for RecXpress with SFTP has been a game-changer for customers, driving improved accuracy and saving time in bank reconciliations. Since launching less than a year ago, RecXpress SFTP has transformed the way businesses manage their accounts.

This innovative solution automatically retrieves bank statements, checks for duplicates, and consolidates data, allowing users to reconcile transactions in minutes instead of weeks. Security is also enhanced with two-factor authentication, eliminating the need for employees to log into bank accounts. Customers can now focus on high-value tasks instead of manual reconciliation, increasing both productivity and accuracy.

Read the full ITWeb article here: Peresoft's Journey of Innovation

Product Tip of the Month

In RecXpress, creating a robust Rules Template is essential for accurate bank reconciliation. With the ability to create an infinite number of rules, you can define exactly how transactions should be categorized based on your specific needs.

The more rules you add, the more precise and streamlined your reconciliation becomes. You can allocate transactions to specific accounts, customers, or vendors, reducing manual work and increasing efficiency over time as RecXpress adapts to your preferences.

Thursday Training Sessions

Join us every Thursday at 10 AM SAST for our Peresoft training sessions. The next session on Mastering RecXpress Rules will be held on 26 September. Don’t miss it!