FITS 4.03a and FITS Data Interface Modules 2.12.0 have been released
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
TRG Screen has released the latest version of FITS and its Data Interface Module (DIM). Some of the key features in this release are detailed below. Also be sure to take a look at the release notes for further information.
Below are some of the latest key features in the FITS 4.03a and FITS Data Interface Modules 2.12.0 releases by TRG Screen.
Upload Directly Assigned Service Inventory
Now upload Directly Assigned Service Inventory into FITS via the Inventory Upload module. See 14.3 of the release notes for full details.
Track renewal dates and receive notifications for Vendor Due Diligence Questionnaires (“DDQs”)
The Vendors module has enhanced functionality to allow you to track how frequently you need to conduct due diligence on a vendor; store details of when the last DDQ was performed and when the next one is due; designate the person responsible for conducting the DDQ and get reminders when a vendor DDQs is due. See section 26.1 of the release notes for full details.
Automated Invoice Reconciliation, Allocation, and Approval Submission Rules
Functionality has been added to define reconciliation costs and % thresholds and automate invoice reconciliation, allocation, report generation and submission for approval. Coupled with the Accounts Payable DIM or TRG Screen’s Managed Services this provides the opportunity to provide seamless straight-through processing of invoices from receipt through to approval and payment. See section 15.19 of the release notes for full details.
Accounts Payable DIM integration with Sage Intacct API
The FITS Accounts Payable DIM now integrates with Sage Intacct via its web services API. See section 15.21 of the release notes for full details.
Timestamped Notes field in Task records
Task records now retain a timestamped audit trail of notes. See section 24.7 of the release notes for full details.
Other features now available is the ability to apply the same reason code to all pricing changes in Compute Prices. You can also select multiple invoices and set them to ‘processed’. Date & number formats in the business user interface have now been localized and a new “Run Now” button is available for Scheduled Jobs. Furthermore, you can now create tasks linked to Contracts and Invoices.
The DIM release includes the new Generic Inventory Upload for Directly Assigned Services DIM. This is available to all licensees of the Generic DIM. The DIM also includes an enhancement to upload invoices files into Document Storage as part of the Invoice Import feature of the AP DIM.