unit4 financials version 13info.unit4.com/rs/900-szd-631/images/uki-all-gen...page 2 proprietary and...

In business for people.

Unit4 Financials

version 13

In business for people. Proprietary and Confidential

Version 13 new functionality summary

17-Mar-16

Unit4 Financials V13 delivers more than ever before, thanks to its

unique capabilities:

• Analyzer - improve your reports with Analyzer and present your data in

a clear and concise way

• Flexi-fields - capture more information in your system with Flexi-fields

and do away with external sources

• V13 has the flexibility to support unusual processes, enabling you to

make sharper business decisions through enhanced reporting

capabilities and quicker access to relevant information

• A great user experience - Unit4 Financials V13 is now actively using the

Unit4 People Platform, which allows Unit4 Financials to utilize new

mobile capabilities and an intuitive interface


Benefits of upgrading to V13

17-Mar-16

• It's faster, easier and more intuitive to use than ever before.

• More credit management power - take more control of your credit management by

simplifying and integrating functionality even for organisations with complex needs.

• Seamless Unit4 technology - embracing Unit4 People Platform Metadata for enquiries,

which gives greater flexibility on what can be viewed.

• Element group maintenance, which gives the ability to see all the codes that are

attached to the group and add or remove codes.

• Document completion workflows, where you can now specify that a document

completion workflow should be invoked when an incomplete document is saved during

input.

• Bank Statement, where it is now possible to set up a repository so no access to the

server is required.

In business for people. Proprietary and Confidential17-Mar-16

Reasons to

Upgrade

Common reasons include:

• To remain under Support

• To utilise new functionality/enhancements

• Operating Systems

• Database Versions

• Financials Applications

• Upgrading Hardware / Network

• Business Needs eg Acquisitions or Restructures

• Corporate IT strategy

In business for people. Proprietary and Confidential17-Mar-16

Application

Considerations

• Which products are you upgrading?

• Do you want to take advantage of new features?

• Consider new features for each version (V11.3/v12 – V13)

• Who is impacted by the upgrade?

• Users – any changes to screens or process

• Other systems – interfaces

• Users of Finance information


Planning an upgrade?

17-Mar-16

The process:• Identify the objectives and timescales for the upgrade

• Identify the impact areas

• Identify and plan the tasks that need to be performed

• Allocate suitable resource

• Obtain the relevant skills

• Start work and monitor against the plan


Financials V13

new

functionality

17-Mar-16

In business for people. Proprietary and ConfidentialThursday, March 17, 2016

People Platform

• Enriched Experience

• Tabbed menu in addition to traditional

• Favourites

• Recently Used

• Alerts

• Add current screen to favourites

• New Help

Up to the minute with more delivered to your fingertips


Output

• Email templates

• Printing options master

• Inclusion of attachments in output

Enhancements that transforms process

efficiency


Analyser integration

• Full Integration with Unit4 Analyser

• Freeform analysis from ANY enquiry

• Graphical or Textual Analysis

• NO implementation

Powerful analysis of anything


Workflow

• Completion workflow

• Attachments

• Workflow task list

Works better - flows faster


Repository

Repository Folders for upload• Eg – Link, Bank Browses

Repository Folders for Output• Eg - Invoices, Customer Browses,

Remittances

A store for processing or retrieval at your

fingertips


Browser transactions

• One Click Sort / Sub total

• Dynamic Side Panel for extra information

• Breadcrumb trail for ease of use

Next generation browsing all in one screen with

click throughs for more


Aged Analysis

Do more and see more in one screen

• One Click & Drag Filtering Sorting & Sub Total

• Toggle Values and item count

• Dynamic Side Panel for extra information

• Breadcrumb trail for ease of use

• Aged ‘As At’


Diary

• Selector / presenter has access to all vocab

• Once click sorting, grouping and dragging

• Comprehensive click throughs

Better visibility, more interaction


Element attachments

Business related documents safely shared

• Available to all Elements

• As many attachments as you like

• Element Master or Assisted Element


Credit manager maintenance

Speedier assignment of responsibilities

• Maintain en-mass

• Re-assign from one user to another


Cloud enrichment

The last mile, ready to fly

• Statement Loading

• Link Integration

• Local and Remote Printing

• Security enhancements


Thursday, March 17, 2016

Flexifields

Dates, Text, Values, Quantities,

Check boxes, Elements and Tables

Assisted Elements and Account Summary

Browse Balances & Details, Generic Browse

All available in analyser

Total flexibility to expand in any direction


Flexifields

Deployment into any Scenario

delivers ongoing flexibility

• Integration, Upload or Enter

• Catalogue based through Billing

• Direct Entry in Financials


17-Mar-16

Next Steps• Download the upgrade questionnaire, complete it and send to

[email protected]

• Request more detailed information on the new functionality –[email protected]

• Unit 4 will provide an upgrade proposal based on your use and requirements for Unit 4 Financials

• We have upgraded many customers before and have experienced consultants who can work with you to help to achieve the benefits that an upgrade can provide

mailto:[email protected]



unit4 financials version 13info.unit4.com/rs/900-szd-631/images/uki-all-gen...page 2 proprietary and...

Documents