unit4 business world...•rest api for currency exchange rates •rest api for purchase order...
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Page 1 Proprietary and Confidential
Unit4 Business WorldRecent and planned deliveries
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Disclaimer
Page 3 Proprietary and Confidential
Unit4 Business World evolution and innovation
Unit4 Business World ERP
Recent deliveries
Planned deliveries
2020 and beyond
Page 4 Proprietary and Confidential
Extending the ERP
Recent deliveries in 7.3 and 7.4
Unit4 Business World
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Information on unit4.com
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People Experience• Workspaces
• Set a workspace as your home page
• Information Browser integration
• Information Browser
• Analysis add-on
• Project Management
• Manage changes on projects
• Timesheet app enhancements
• Procurement enhancements
• Requisitions / GRNs
• Smart Automation Services
• Service Order scheduling - EA
• Invoice Registration (GL-accounting) - EA
• Wanda
• New languages: French, German, Spanish and
Dutch
• Extension Kit - EA
• Credit rating, Calendar integration, US Watchlist
• Subcontractor Management - EA
Extensibility and Integration• New public REST API Information Browser queries
Recent deliveries | Unit4 Business World
16-Oct-19
7.3 7.4
People Experience• Expense Management
• Full expense claim entry in the mobile app*
• Cost distribution on each transaction
• Make receipts mandatory
• Project Management
• Reference Projects
• Project closure
• Information Browser enhancements
• Modeler enhancements
• Revenue Recognition enhanced POC calculation
• Requisitions entry enhancements
• Report Engine new version
• Field Service Mobile enhancements
• HR & Payroll P&D code marco’s
Extensibility and Integration• Credit card transactions - Expenses API
• New public REST API Employees
Compliance• eOrder with response and Goods receipt to support Peppol
format
Compliance • GDPR
• Partial anonymization• Document retention
Webification• Financials area
• VAT Statement (GL04)• EU Sales report (EU04)• Opening balance (GL01)• Opening balance transfer (AG05)• Import of invoices (EI02)• Payment files processing (SU11A -
SU11B - SU11S)• Update general ledger with payments
(SU09)• Clearing Report (SU12p)• Cheque processing (SU11C)• Reprint cheques (SU11D)
• Projects area• Enquire on historical invoice information• Charge code setup for timesheet entry
Quality• 198 Service Cloud tickets solved through 68
product enhancements
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Automation: Smart Invoice Registration
What is it
End-to-end automation of the incoming invoice process
• Automated ledger transaction registration & workflow automation
• Self-learning ML Invoice Processing service (AP + GL)
• Exception based Invoice approval app (Purpose built app)
• Wanda (Digital Assistant) to manage approvals
Benefits
• Significant cost savings on processing and faster payments.
• Free up time to work on things that really matters
People Platform
ERP
Purpose
built app• Workflow• Invoice Approval• (Payments)
• Data integration & Mapping• Business rules & Flows
Integration Kit
Access points(e.g. Pagero)
Smart AutomationServices
Azure Storage
OCR and data
extraction service
ML micro
service
Client invoice
processing model
Data export server
process
H1 2020
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Planned deliveries 7.52020 and beyond
Unit4 Business World
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Themes• APIs
• Open banking
• Integration for Avalara VAT Reporting
• Configuration Manager
• NextGen Financial Document Entry
• NextGen Invoice Approval experience
• NextGen Statement Processing
• New UI
• Grant Management
• Extensions Kit (Release to market)
Services companies• Managing Global Projects (WP02)
• Tasks based Project Planning
• Timesheet narratives
• Project financing
• Project Contracts, Performance Obligations
and billing
• Reserves management (prevero)
• CPM dashboard (prevero)
People Experience• Mobile apps
• Workflow approval of Forms and
Masterdata (Q2 2020)
• Purchasing on mobile (Q2 2020)
• Information templates on FSM
mobile (Q1 2020)
• Expenses XP enhancements
• Requisition XP enhancements
• Information Browser enhancements
• Modeler enhancements
• Invoice proposal at header level
• PEPPOL compliance improvements
• Managing global projects (WP01)
• Commitment accounting enhancements
Extensibility and Integration• REST API for Currency Exchange rates
• REST API for Purchase order
• REST API for Good receipt
Webification Financials (AR)• Payment Plans on web
• Incidental billing on web
• SEPA payment scheme countries
• Customer payments confirmation (CP02)
• File processing Direct Debit (CP03)
• File processing Direct Debit (CP03)
• File processing - BACS (CP03)
• Update GL with payments (CP04)
• Clearing (CP14)
• Clearing SEPA (CP14)
• Import of direct debit mandates (CU08)
• Direct mail (CP05)
• Match payments (CP10)
• Period end balance specification (CU05)
• Batch input of credit card information
(CU20)
• Batch input of payment plans (CU21)
• Payment plan specification (CU25)
Quality• Increased focus on product quality
Product roadmap | Unit4 Business World
16-Oct-19
Planned for 7.5 2020 and beyond
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Global projects
16/10/2019
RESOURCE in
India
PROJECT in
Germany
What is it?
• Projects allocated to a team working for different legal entities
• Project owning company is in the lead
• Resource owning company provides support
Why?
• No more double entry of the project, timesheet or expense
• All time details available in the leading company
• Less inefficiencies in intercompany charging
• More accurate invoicing to end customer
H1 2020
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Configuration Manager
16-Oct-19
What is it?
• A stand alone cloud app to manage
configuration of functionality within UBW and
facilitate deployment of configuration.
Why?
• Eliminate manual configuration:
• between environments, for example from
test to production
• between clients / companies / legal entities
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Page 15 Proprietary and Confidential16 October 2019
All, layout and components, are created to be fully responsive.
User Interface
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Extension Kit can be a seamless connection to a vast application landscape
16 October 2019
Extension Kit
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Extension to Office 365 Outlook calendar
0. Extension Kit captures the workflow approval
event
1. Retrieves the authorization token from Microsoft APIHR
2. Creates a calendar event on behalf of [email protected] calling the Microsoft
Graph API
HR
The action is triggered only
when:
The workflow has finished
It’s an Absence
The task is approved
Page 18 Proprietary and Confidential16-Oct-19
Page 19 Proprietary and Confidential
Themes• APIs
• Open banking
• Integration for Avalara VAT Reporting
• Configuration Manager
• NextGen Financial Document Entry
• NextGen Invoice Approval experience
• NextGen Statement Processing
• New UI
• Grant Management
• Extensions Kit (Release to market)
Professional Services Organisations• Managing Global Projects (WP02)
• Tasks based Project Planning
• Timesheet narratives
• Project financing
• Project Contracts, Performance Obligations
and billing
• Reserves management (prevero)
• CPM dashboard (prevero)
People Experience• Mobile apps
• Workflow approval of Forms and
Masterdata (Q2 2020)
• Purchasing on mobile (Q2 2020)
• Information templates on FSM
mobile (Q1 2020)
• Expenses XP enhancements
• Requisition XP enhancements
• Information Browser enhancements
• Modeler enhancements
• Invoice proposal at header level
• PEPPOL compliance improvements
• Managing global projects (WP01)
• Commitment accounting enhancements
Extensibility and Integration• REST API for Currency Exchange rates
• REST API for Purchase order
• REST API for Good receipt
Webification Financials (AR)• Payment Plans on web
• Incidental billing on web
• SEPA payment scheme countries
• Customer payments confirmation (CP02)
• File processing Direct Debit (CP03)
• File processing Direct Debit (CP03)
• File processing - BACS (CP03)
• Update GL with payments (CP04)
• Clearing (CP14)
• Clearing SEPA (CP14)
• Import of direct debit mandates (CU08)
• Direct mail (CP05)
• Match payments (CP10)
• Period end balance specification (CU05)
• Batch input of credit card information
(CU20)
• Batch input of payment plans (CU21)
• Payment plan specification (CU25)
Quality• Increased focus on product quality
Product roadmap | Unit4 Business World
16-Oct-19
Planned for 7.5 2020 and beyond
Page 20 Proprietary and Confidential