Climatesuite - Future 1.6 Release
Posted in Administration, Inventory Management, Pool Management, Uncategorized on November 30th, 2009The next major release (1.6) for the ClimateSuite Application will focus on features to process renewals in 2010 and transaction integration and reconciliation with the CCX. The following functionality is planned for this release:
- Renewals - We will be enhancing the renewal process within Climatesuite to provide additional visibility within the parcels. The renewal process had been designed to be a ‘one click’ renewal. Within this process, we are enhancing the changes that can be made in the renewal process, the communication features to the provider and the aggregator views to renewal status.
- CCX Transaction Integration and Reconcillation - The objective of the integration is to provide an automated method to reconcile your transactions from the CCX to ClimateSuite – on-screen trades, bilateral trades and registration. There will be two options to reconcile your CCX account(s): manually or systematically. There is a cost to use the automated integration (see your CCX representative on pricing).
- Option 1: Manually Update to Transactions: Within ClimateSuite, you will manually update the transaction(s) with the required data to reconcile the transaction with transaction type or trade type, price, costs, etc. Recommended for low volume registration and trade partners.
- Option 2: Automated Transaction Updates: Via an automated daily feed from your detailed account statements at the CCX, transactions will be automatically matched. This service will require an estimated $500.00 monthly fee or a $5,000 yearly fee to be negotiated directly with the CCX. This fee applied by the CCX to your CCX account. If you would like to have this service, you will need to negotiate and sign directly with the CCX. This is recommended for high volume registration, complex sub-account usage or micro-trading.
If you have feedback on the priority of the features in releases, please let me know. Any questions, please give me a call or drop me an email - support@climatsuite.com.
Chris Carl
314.480.5886
