Unified Experience for Counterparties and Transactions

Managing counterparties in nBanks is now more intuitive than ever. The transaction editing form has been enhanced with a unified experience that removes the need to switch between multiple windows or contexts.

You can now manage counterparties directly within the same transaction editing window. Counterparty suggestions are seamlessly integrated into the selector, enabling quick and accurate associations. When needed, new counterparties can also be created without leaving the transaction editing flow, ensuring continuity and focus.

This unified experience is reflected across all contexts where counterparties appear: Statement, Portfolio, Inflows/Outflows, and Cards.

The transaction editing modal has also been enhanced. Previously limited to editing notes, tags, and counterparties, it is now possible to edit the category directly, making the process more complete within a single interaction.

During counterparty association, suggested counterparties are now displayed, allowing users to confirm or reject suggestions directly within the modal. Once a counterparty is confirmed, only the option to remove the association is shown, simplifying the interface.

Users can also manually associate a counterparty, edit its details, or remove it, all without leaving the transaction editing context.

Finally, multiple counterparty editing is now supported, enabling faster and more efficient data management at scale.

Benefits:

• Unified and smoother editing experience;

• Edit transaction categories directly in the modal;

• Manage counterparties without opening additional windows;

• Integrated smart counterparty suggestions;

• Create new counterparties without leaving the transaction;

• Multiple counterparty editing for improved efficiency;

• Consistent experience across all nBanks modules.

Available in all geographies.

You can try this feature here.