Alliance 2017 - What's New and Coming Up in Manage (ERP) - Finance
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Transcript of Alliance 2017 - What's New and Coming Up in Manage (ERP) - Finance
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What’s New and Coming Up
Manage (ERP) - Finance
# A L L I A N C E 2 0 1 7
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YOUR PRESENTERS
Teodora BuhtevaProduct ManagerJoined Sparkrock in ‘12
James FawVP Product Innovation, Founding PartnerJoined Sparkrock in ‘03
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WHAT’S NEW AND COMING UP IN MANAGE (ERP) - FINANCEC E O & F O U N D E R
Attend this session to understand new features released by Altus since last Alliance. This session will focus on Finance features and we will highlight and demonstrate key features released. We will also provide attendees with insight into the roadmap for next year.
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AGENDA
INTRODUCTIONS
WHAT’S NEW
WHAT’S NEXT
Q&A
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WHAT’S NEW
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83Features & Enhancements+ 4 Entirely New Modules
3Releases and Two
Service Packs
417Pages of Documentation Published over 16 Guides
11+Dedicated
Product Staff Members
MANAGE (ERP)Highlights since Alliance 2016
F E AT U R E R E L E A S E PA G E S / G U I D E S T E A M
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December 2016 – SERVICE PACKExpense Claims Approver Print View
Vendor Order Address on RequisitionsAttachments to HR Tasks
Cross browser issues on reports
October 2016 – SERVICE PACKTax OverrideUsability ImprovementsKwikTag Update
July 2016 – EXPENSE CLAIMS & ABSENCE MANAGEMENT
Expense Claims New User Interface and ProcessAbsence ManagementAbsence Confirmation
09.02
09.0201
09.02 02
Nov 2016 – STABILIZATION & LOCALIZATION K12 ReportingFrench Canadian LocalizationExpense Claims Enhancements
09.03
Releases 2016 April 2016 – NAV 2016 NAV 2016 SupportNew WebApps structure and pages
09.01
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General Ledger
Cash Management
Budget Management
Accounts Payable
Accounts Receivable
Inventory Management
Purchasing Asset Management
Advanced Financial Reporting
Employee Management
Position Management
Benefit Management
Online Requisitions
Online Expense Claims
Project/Grant Accounting
Budget Planning
Financial Analysis
Advanced Document Imaging
Workforce Business
Intelligence
Time Entry Training Management
Employee Scheduling
Absence Management
Collective Agreement
ManagementPayroll
Administration
Employee and Manager Self-
Service
Advanced Workforce Reporting
Applicant Management
MAN
AGE
FOU
ND
ATIO
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ANAG
E M
OD
ULE
S
Finance Workforce
Appraisal Management
Financial Business
Intelligence
Manage
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GENERAL LEDGERGENERAL JOURNALS• Journal Approvals & Workflows (9.01)• Standard Journals support for Details, Dim
Combo & Dimensions (9.01)
ACCOUNTS PAYABLEAT TACHMENT FLOW • Request Attachments on Purchase Documents
(9.01)
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PURCHASINGWEBAPPS NEW U I CONVERSION• Payment Requests (9.01)• Purchase Order (9.01)• Purchase Receiving (9.03)• Purchase Invoice (9.01)
MULT I -CURRENCY SUPPORT • Purchase Requisitions (9.02)• Payment Requests (9.02)
COMMITMENTS• Commitments enhancements (9.01, 9.02)
USABIL ITY• Email Body Formats for Financial Requests (9.01,
9.03)• Order Address Enhancements (09.03)
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LET'S HAVE A LOOKDemonstration: Multi-Currency Purchase Requisitions
Teodora
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FINANCIAL ANALYSIS
ENHANCEMENTS• Export to Excel with Separate
Columns (9.01)• Enhanced Drill-Down (9.01)
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ONLINE EXPENSE CLAIMS
REDES IGN• Expense Claim redesign to 2016 (9.02)
MAIN NEW FEATURES• Multi-Currency Support (09.02)• Line Level Attachments (09.02)• Split between Expenses and Expense Claims
(09.02)• Special Approver Report (9.02 SP2)
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LET'S HAVE A LOOKDemonstration: Expense Claims
James
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EXPENSE CLAIMS PROCESSING
ENTER EXPENSES
CREATE CLA IM
APPROVE VAL IDAT ION & PAYMENT
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16PLATFORM / ADMINISTRATIONNAV• NAV 2016 Platform Update (9.01)
WEBAPPS 2016• New User Interface Introduction (9.01)• New Login Page, Navigation(9.01)• ADFS Authentication Support (09.02)• Base Portals – Load Standard WebServices
(9.02)• Delegation Management enhancements
(9.01)
KWIKTAG• KwikTag Build Update (9.01, 9.02, 9.03)
French Canadian Local izat ion• Finance Support NAV (9.02)• Finance Support WebApps (9.03)
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ONLINE CAPABILITIES (WEB APPS)FINANCE & PURCHASING• Purchase Requisitions (8.03)• Finance Approvals (8.03)• Financial Analysis (8.03)• Expenses & Claims (9.02)• Payment Requests (9.01)• Purchase Invoice (9.01)• Purchase Order & Receiving (8.03)
• Purchase Receiving (9.03)
ADMINISTRATION• Change Password (9.03)• Delegates (9.01)• Notifications (9.03)
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LET'S HAVE A LOOKDemonstration: New Page Highlights
• Financial Analysis• Receiving
Teodora
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WHAT’S NEXT
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February 2017 – SCHEDULINGScheduling high & med priority items
April 2017 – PLATFORM AND MOBILENAV 2017WebApps Security EnhancementsIntegration with Engage Products (Applicant Tracking)Mobile optimized pages for specific web apps areas
Aug 2017 – SIMPLIFICATION, SCHEDULING & INTEGRATION
Simplification across the application including additional mobile optimized pages
Scheduling Time-ClockIntegration with Engage Products (Donor Management)
10.02
10.01
09.04
Nov 2016 – STABILIZATION & LOCALIZATION K12 ReportingFrench Canadian LocalizationExpense Claims Enhancements
09.03MANAGE (ERP)
Dec 2017 – DYNAMICS 365 SOLUTION APPSolution App for Dynamics 365
10.03
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LET'S HAVE A LOOKDemonstration: Mobile Pages Design
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QUESTIONS?
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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .
WIN ME!One lucky survey will take home a
Ecobee Smart Wi-Fi Thermostat
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THANK YOU FOR LISTENING
@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O
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