what's new in anytime collect 2.0.4
TRANSCRIPT
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
WHAT’S NEW IN ANYTIME COLLECT VERSION 2.0.4.4
January 2, 201211:30 AM to 12:00 PM EST
by James Mallory
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
The Future Is Now
• Technology Upgrade – ASP.NET• Replaces antiquated Silverlight platform• Future of 100% web-based application
• Dashboard/Portal• New Dashboard Home with Anytime Collect News• New Dashboard with More Information• New Customer Portal• Days Sales Outstanding (DSO) Trending• More Information Online• New Site Configuration Options
• Semi-Automatic, Rules-Based Communication• Windows 8 Executive Dashboard
http://portal.anytimecollect.com
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Technology Update
• Microsoft Silverlight• Silverlight 1 Released in 2007• Application framework for rich Internet apps• Silverlight 5 Released in 2011• Limited Browser Support (IE Only)• XAML – Extensible Application Markup Language• Foundation for Windows Presentation Foundation (WPF)• Windows 8 XAML/Jupiter Version
• Anytime Collect Dashboard 2.0.4.4• 100% ASP.NET Dashboard & Customer Portal• Supports All Browsers (IE, Chrome, Firefox, Safari, Opera, Android, etc.)• Future platform for 100% web-based Anytime Collect application• Client Application currently requires Silverlight (IE or Other with Plug-In)
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Anytime Collect Timeline
2008Accounts Receivable
Management for Sage 500 ERP
2010Anytime Collect
rebranding. Application ported to MS
Azure
2012OEM with Epicor
Windows 8 Executive Dashboard.
MS Dynamics Integrations.
-Payments from Customer Portal -Credit reports /credit management -Improved Ease of Use-Metro 2 Reports / Agency Market -Sales Order & Invoice Detail sync -All-In-One Customer View-Windows 8 Development -Additional Integrations -Improved workflow & reporting
2013-2014 Development Priorities
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal - Home
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal - Dashboard
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
DSO Trend
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – My Accounts
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Inquiries - Statement
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Inquiries - Communication
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Inquiries - Invoices
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Inquiries - Payments
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Site Configuration
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Windows 8 Executive Dashboard
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Windows 8 Executive Dashboard
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Windows 8 Executive Dashboard
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Windows 8 Executive Dashboard
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Sales Order & Invoice Detail
• Currently Available for Sage 500 ERP• Available for Other ERP by Request or Future Release
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Automated Communications
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Email Signatures
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Email Signatures
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Assign Tasks in Communications
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Tagged Invoices to Activities in Accounts Grid
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Open Task from Tasks & Activities View
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Search from Views
You can now select customers and drill-down into information from views on the My Collections screen.
1. Go to My Collections2. Select a view (e.g., payments or invoices)3. Double-click on any customer record4. The customer selected navigates to the account record in the accounts grid
This is useful if you want to use any data in the views to select a customer. For example, filter by invoice information to see who you should call. Filter by recent payments to find out which tasks you can cancel. Etc.
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
We also…
We also develop other business to business solutions for the cloud and resell ERP and CRM software. Some of our applications include:
And More!
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e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Summary
• e2b teknologies is dedicated to embracing new technologies to improve Anytime Collect for current and future customers
• We are moving Anytime Collect to a technology platform that is open and accessible to anyone, anytime, anywhere via secured browsers on any device
• Future development plans call for expanded capabilities including online customer payments as well as improved workflow, reporting, and access to more information than ever before
Questions?
James [email protected]
440.352.4700 x229