Ascend Enhancements _ BankTEL User Conference 2019 AscendEnhancements

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Leveraging ASCEND Enhancements


Leveraging ASCEND Enhancements

• Download All Attachments • Expense Reimbursement Policies • Features control and visibility of employee expenses • Dashboard – Report Favorites • UI Overhaul • Final Scheduled Transaction Notification • OFAC Ignore Match Option • Expense Split by Date

2018 Feature Addition Highlights


Leveraging ASCEND Enhancements

• System Wide User Interface Overhaul

New for 2019: Feature Addition Highlights

• Flag Accounts Segments as Closed • 2018 Form 4562 • Remote Scan Item Removal • Search by Dollar Amount • Attachment Rotation • Disposal for Non-GL Assets


Leveraging ASCEND Enhancements

User Interface Overhaul

• Auto-hide/pop-out menu bar provides better use of screen real estate

• Cleaner lines for faster screen transition

• Mobile experience optimization


Leveraging ASCEND Enhancements

• Disable user’s ability to assign account segments to new objects

• Maintain historical research capability

• Reactivate at any point in the future

Close Account Segments


Leveraging ASCEND Enhancements

Remote Scan Item Removal

• Applicable to ALL ASCEND Apps

• Search is capable with exact amounts only


Leveraging ASCEND Enhancements

Attachment Rotation

• Why – Items scanned/uploaded from Vendor Invoices, Remote Scanners, Expense Reimbursements, and Requisitions may not be oriented properly

• Think of this feature similar to image rotation you might see in other popular applications such as Adobe Acrobat.


Leveraging ASCEND Enhancements

• Some Fixed Asset Items may be void of book/internal data (typically resulting from data conversions • ASCEND is now capable of disposal of these items for Tax Purposes • Record all necessary gain/loss and maintain Audit History

Disposal of Non-GL Assets


Leveraging ASCEND Enhancements

Enhancement Roadmap • Fixed Assets Construction In-Progress • Expense Reimbursement Mileage Trips • Surrogate Expense Report Reimbursement • Account Names Visible in Invoice Detail Views


Leveraging ASCEND Enhancements

Elements of Engagement

• Is your institution taking full advantage of the enhancements released for 2018? • If No, would a brief training webinar prove helpful for your staff?

• Which field was added to ASCEND’s search capability in 2019? • What benefits did the User Interface to ASCEND in 2019 introduce? • Which items on the Future Enhancements Roadmap will most benefit your institution?


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