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In business for people.Page 2 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
In business for people.Page 3 Proprietary and Confidential
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.Page 4 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.Page 5 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
In business for people.Page 6 Proprietary and Confidential
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
In business for people.Page 8 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
In business for people.Page 9 Proprietary and ConfidentialThursday, March 17, 2016
Output
• Email templates
• Printing options master
• Inclusion of attachments in output
Enhancements that transforms process
efficiency
In business for people.Page 10 Proprietary and ConfidentialThursday, March 17, 2016
Analyser integration
• Full Integration with Unit4 Analyser
• Freeform analysis from ANY enquiry
• Graphical or Textual Analysis
• NO implementation
Powerful analysis of anything
In business for people.Page 11 Proprietary and ConfidentialThursday, March 17, 2016
Workflow
• Completion workflow
• Attachments
• Workflow task list
Works better - flows faster
In business for people.Page 12 Proprietary and ConfidentialThursday, March 17, 2016
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
In business for people.Page 13 Proprietary and ConfidentialThursday, March 17, 2016
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
In business for people.Page 14 Proprietary and ConfidentialThursday, March 17, 2016
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’
In business for people.Page 15 Proprietary and ConfidentialThursday, March 17, 2016
Diary
• Selector / presenter has access to all vocab
• Once click sorting, grouping and dragging
• Comprehensive click throughs
Better visibility, more interaction
In business for people.Page 16 Proprietary and ConfidentialThursday, March 17, 2016
Element attachments
Business related documents safely shared
• Available to all Elements
• As many attachments as you like
• Element Master or Assisted Element
In business for people.Page 17 Proprietary and ConfidentialThursday, March 17, 2016
Credit manager maintenance
Speedier assignment of responsibilities
• Maintain en-mass
• Re-assign from one user to another
In business for people.Page 18 Proprietary and ConfidentialThursday, March 17, 2016
Cloud enrichment
The last mile, ready to fly
• Statement Loading
• Link Integration
• Local and Remote Printing
• Security enhancements
In business for people.
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
In business for people.Page 20 Proprietary and ConfidentialThursday, March 17, 2016
Flexifields
Deployment into any Scenario
delivers ongoing flexibility
• Integration, Upload or Enter
• Catalogue based through Billing
• Direct Entry in Financials
In business for people.
17-Mar-16
Next Steps• Download the upgrade questionnaire, complete it and send to
• 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