Category: Reports

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Syncrofy 101: Setting Up a Report

By: Joe Mandato | March 8, 2018 | Comments

We want to make it simple for you to learn about the power of Syncrofy’s features and all the ways it can help you get the most out of your EDI data. That’s why our “Syncrofy 101” series of posts will highlight a specific task in Syncrofy and illustrate how easy it is to carry out. In this post, we’ll examine how to work with Reports, when you would want to use one, and how to set up a template and run the report.

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Categories:Syncrofy, EDI, Reports

It’s no secret that maintaining regulatory compliance is a top concern for firms in the financial industry. In fact, according to research, spending on regulatory technology (regtech) will grow by an average of 48% per year over the next five years, as banks seek to avoid costly regulatory fines (1). Tasks like effective record keeping, document and record retention, and analysis and reporting are so vital and any discrepancy, no matter how minor, can result in significant financial ramifications.

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Categories:Syncrofy, EDI, Dashboards, Reports, Timeline, Data Security, Compliance

We know how much your business relies on interaction with your trading partners. That’s why Syncrofy allows you to invite your partners to use Syncrofy at no charge to them, enabling you to collaborate and give them access to the features you deem necessary. By inviting your partners, you will be able to securely share information, compare data, and solve problems.

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Categories:EDI, Syncrofy, Dashboards, Exceptions, Reports, Trading Partners