What do users think of version 3.0

[BankTree Support]

Hiya,

Just to gauge some views, what do people think of version 3.0 ?

Features they like ? not like etc ?

[Lilleybelle]

I previously used the 2.0 software for a long time and as I am trying to transfer the information I am currently trialling the 3.0 version. I liked on the previous version that you could see in advance in week/months and even years what your potential balance will be. I have changed the dates on this version to try and achieve a similar thing so I can see in advance what my balance will potentially look like, but I cannot seem to see past approx. 3 weeks on the reminders. Is there anyway I can view in advance my balance other than reverting back to pen and paper?

Thanks

[BankTree Support]

The way future transactions are shown has changed, this used to be done with the account transaction screen. This is now done via the forecasting date selection under reports.

You would set up the schedule for your payments (normally without the need to add to the account way into the future). Go to reports (for any report) and click on the Customise button, you can then select the forecasting option from the date drop down allowing you to put a start and end date for the forecast range.

[wilkoevans]

BankTree Support wrote:
> The way future transactions are shown has changed, this used to be done with the
> account transaction screen. This is now done via the forecasting date selection
> under reports.
>
> You would set up the schedule for your payments (normally without the need to add
> to the account way into the future). Go to reports (for any report) and click on
> the Customise button, you can then select the forecasting option from the date drop
> down allowing you to put a start and end date for the forecast range.

I don't want to have to load a report to see future transactions, I like to see how they are affected by non scheduled payments on the account in real time.

I think in the end I would just insert all of the schedule payments manually into the account for a period of time and then just hide the schedule screen.

[Dobigator]

Pleased with it so far, but I have just tried to "reconcile" and now can no longer see a cumulative balance for any of my accounts? Although the reconciliation worked when I select "finished reconciliation" I just go back to the reconcile button ???

[BankTree Support]

Right click on the column headers and select reset columns / or just check the balance column to show it.

[Dobigator]

Many thanks, all back to normal.

[Buster]

Pity there doesn't seem to be any way of personalising entries with colours. V2 allows a choice of colours for uncleared and cleared funds, V3 doesn't seem to allow this. Am I missing something?

[BankTree Support]

The status column shows the transaction as uncleared (U), Cleared (C) and Reconciled(R). You can move the column from its current position by dragging the column header to the new position.