Sage XRT Solution

Sage XRT Solution now integrates AI, in the form of a Chatbot, available on the Help Center (...)

You can now create and manage Counterparty Categories on Sage XRT Solution platform (...)

User Defined Fields linked to database parameters (Account, Counterparty, etc.) are now displayed directly in module grids (...)

Data-related Security Policies are now separated from functional Security Policies (...)

Additional security measures have been implemented for the accounts used in Treasury Transfers (...)

The Use for Treasury transfer option is now active by default upon all bank account creations (...)

You can adapt the dates associated with the cash flows resulting from your transactions (Treasury Payments and Transfers) (...)

For each transaction type (SEPA Payments, Treasury Transfers or Direct Debits), you can transmit to the bank a transaction description taking up a user reference (...)

A new centralization method for payments enables you to group transactions (...)

You can now generate and delete in a single action the flows of several transactions of Debts & Investments module (...)

For each transaction subcategory, the display of data in the schedule has been improved (...)

For more legibility, the Currency Code is now displayed for all mutual funds in the MF Rate grid (...)

You can now use the WAUP method (Weighted Average Unit Price) to calculate the sale results of MF (...)

New pieces of information are available in the Outstanding, Balance Sheet Note, Fin./Inv. Line, Accrued Interests portlet reports (...)

From this version on, the report presents up to date and for each period, the outstanding, the paid interests of the transaction, the amortizations and the interests (...)