ALTUS ALLIANCE 2016Technology Premiere:What’s New in ERP Finance

Introductions

• James Faw• VP Product Innovation,

Founding Partner• Dynamics NAV Product

Specialist

• Alex Abelev• Solution

Architect/Senior Developer (NAV)

• Dynamics NAV Solution Developer

• Teodora Buhteva• Product Manager• Dynamics NAV Product

Specialist

Session Agenda1. About this session2. Introductions3. What’s New in ERP Finance• Dynamics NAV• Employee Web Apps

4. What’s Next for Altus Dynamics ERP5. Questions

What’s New

Platform Enhancements• Cumulative Hotfixes • Dynamics NAV - French Language Support Finance

features (08.04)

General Ledger• Fund Accounting & Self Balancing• Ability to establish a relationship between dimensions

calculate and post due to/from entries•Dimension Combination & Validation Enhancements• Dimension Combination Validation by Dimension and

Document Type• Dimension Combination Code posted to G/L Entry

• Bank Rec Import - Standard File• Attachments Indicator General Journal Entries  (08.04)

Let’s have a look:• Dimension Commination Setup• Fund Accounting

Accounts Payable Enhancements• Accounts Payable T4A• EFT Email Remittance – User defined email • Ability to enter user defined email body text for

electronic fund transfer• Blank Posting Description on Purchase Lines (08.04)

Purchasing Enhancements• Auto Purchase Order Creation Enhancements• Auto Purchase Order creation by Amount Threshold• Purchase Order Approval with Auto Purchase Order

generation (08.04)• Purchase Order Signing Authority Validation• Amount Validation on Creating Purchase Orders from

Purchase Requisitions• Purchase Order Emailing using Order Address

Purchasing Enhancements• Automatic Closing of Purchase Orders on Final Invoice (08.04)• Posting Receipt Date Purchase Receipts

Let’s have a look:• Auto PO Enhancements

Asset Enhancements• Support for Purchase Credit Memos & Integration to Asset Management• Users can now use the TCA Expense Posting option on

the Fixed Asset page with credit documents

2016

Announcing…

Platform Enhancements New User Interface and Architecture to support:

AODA Compliance Responsive design for Desktop and Tablet devices

IE and Chrome support for the new pages Updated Terminology Improved Main Menu and Navigation Multi-company Updated Authentication

Users can now select the authentication method on the log in page

Let’s have a look:• Authentication• Main Menu and Navigation• Multi-Company

Requisition, PO & Finance Approvals Terminology Changes

“Purchase Requisition” from “Purchase Requests” “Items” from “Lines”

User Interface Changes Finance Approvals Purchase Order & Receiving List and Purchase Order Page

Let’s have a look:• Requisitions• Finance Approvals

Financial Analysis Improved Look and Feel Advanced Filtering Options Dimension Value Filters Multiple Columns Search Presentation and Drilldown More Info on Drilldown

Let’s have a look:• Financial Analysis

What’s Next

Product Themes FY2015-2018

• Full support for all cloud deployment options

• Multi-Tenancy• Rapid Time to Value with rapid Cloud-based deployment and maintenance

• CRM, NAV, Office 365, SharePoint and Azure working together to provide exponential value to our customers.

• Broad support for access on any device or platform (responsive design)

• Features that support high productivity and eliminate clerical tasks

• Feature framework that reduces customization

• Faster setup and implementation

• Validation and error reduction High

Productivity

Customer Value

Cloud FirstBetter Together

Altus Dynamics: ERP Roadmap

Platform Enhancements• NAV 2016 Support• Employee Web Apps Responsive

Design Improvements Customer Value• NAV 2016

Platform Enhancements• Employee Web Apps Responsive

Design Improvements Customer Value• Advisory Panel Features High Productivity• HR Analysis Charts• Purchasing Productivity

EnhancementsCloud First • Cloud Multi-Tenant ReleaseBetter Together• Power BI & Analytics Enhancements

08.04 09.01

03/2016

01/2016

Platform Enhancements• Employee Web Apps Responsive

Design ImprovementsCustomer Value• Attendance Management

Enhancements• Multi-currency support Web Apps

RequestsHigh Productivity• Expense Claims EnhancementsBetter Together• Office 365 Authentication

Integration Enhancements for Web Apps

• Certified for Microsoft Dynamics NAV 2016

09.02

06/2016

Questions & Answers

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Thanks for coming!@altusdynamics

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