recertification 2013 visma document center and visma approval news in version 8.00 and 8.00.1...

Recertification 2013

VISMA DOCUMENT CENTER AND VISMA APPROVALNews in version 8.00 and 8.00.1

Recertification 2013

Recertification 2013

Agenda• System requirements

• News for administrators or system owners

• News data collection

• News workflow

• News Archive

• Smaller changes

Recertification 2013

Visma Document Center version 8.00• Released 28th June, together with Visma Business Product line

• Visma application compatibility

Application Version

Visma Global 7.80

Visma Business 8.00

Visma Contracting 5.20

Visma Nova 8.5

AccountView 9.3

Recertification 2013

Visma Document Center version 8.00

Recertification 2013

Visma Document Center version 8.00.1• Released 26th August

Application Version

Visma Global 7.70 or 7.80

Visma Business 5.21.x, 5.31.x, 5.32.x or 8.00.0

Visma Contracting 5.20

Visma Nova 8.5

AccountView 9.3

Recertification 2013

Visma Document Center version 8.00 - New features

• Branding• Consistent appearance throughout the product lines

• Technical• .Net 4.5, W8, SQL Server 2012, W2012

• Visma help viewer• Online help

• Release Notes in various languages

Recertification 2013

New Interface for System Configuration• Change configuration settings in GUI instead of configuration files

• Requires Administrator privileges

• Can be accessed by menuTools | System Settings

Recertification 2013

System status and log file handling• Information of system status in GUI

• Integration status for Visma Approval

• Requires Administrator privileges

• Can be accessed by menuTools | System Status

Visma Document Center

Bilag Scanning Mottak Kontroll/kontering

Godkjenning/kontering

Oppdatere og arkivereOCR/Tolk

The Process

Visma Document Center

Bilag Scanning Mottak Kontroll/kontering

Godkjenning/kontering

Oppdatere og arkivereOCR/Tolk

Data Collection Workflow Archive

The Process

Recertification 2013

New scanning and OCR component• New version of OmniPage scanning and OCR component• Support for a larger range of PDF documents.• The Auto-Import interface now supports import of PDF files• Import of PDF attachments from Visma AutoInvoice• Improved OCR performance and quality• Handles import of larger PDF documents.

Recertification 2013

New shortcut keys• The new shortcuts :

• Ctrl+1 - Shortcut key for move focus to the current document in the document list.

• Ctrl+2 - Shortcut key for selecting a row in Accounting tab.

• Ctrl+3 - Shortcut key for copying a row in Accounting tab.

• Ctrl+Alt+PageUp - Move to the top of the current page of the document in the Image viewer.

• Ctrl+Alt+PageDown - Move to the bottom of the current page of the document in the Image viewer

Recertification 2013

Cross Reference

• For customers using Visma Document Center for manually entering incoming and outgoing payments

• Possible to perform lookup on open incoming and open outgoing invoices in Document Center without setting a supplier or customer.

Recertification 2013

Visma Document Center

Invoice Scanning Reception control/accounting

Approval/accounting

Updating andArchiveOCR/interpr.

Visma.net AutoInvoiceVisma.net Approval

Data collection Workflow Archive

The process

Visma* Reporting

Recertification 2013

987654321@autoinvoice.no

Recertification 2013

OCROrgnr@autoinvoice.no

Recertification 2013

Servive name Price per transaction

Send scanned invoice or pdf and have them OCR interpreted, validated and quality assured

8,00 nok

Send paper invoice and have them scanned, OCR interpreted, validated and quality assured

12,00 nok

Post to be returned - pr. Transmission - (post that are not invoices eg. Credit cards etc

65 nok

Visma Document Center

Bilag Scanning Mottak Kontroll/kontering

Godkjenning/kontering

Oppdatere og arkivereOCR/Tolk

Data Collection Workflow Archive

The Process

Visma.net Approval

Recertification 2013

Automatic company registration for Visma.net Approval

•When activating workflow for Visma.net Approval, the process of creating a the company in Visma On Demand is done automatically

• The process can take some minutes

Recertification 2013

Visma Approval – Video of news and improvements

Recertification 2013

Improved order match for Visma Business• An “order matched” purchase order in Visma Business is not possible to perform “invoice receive” until the invoice is approved in Visma Document Center

• Possible to overrule by changing «Invoice received» parameter in order status1 in Visma Business

Recertification 2013

Supplier

PurchaseOrder

Recival of goods

Recival of invoice

Post and pay

Visma Document Center

Bilag Scanning Mottak Kontroll/kontering

Godkjenning/kontering

Oppdatere og arkivereOCR/Tolk

Data Collection Workflow Archive

The Process

Visma* Reporting

Recertification 2013

Lookup (F12) when filtering on cost centers• Document list filters now support lookup on cost units (department, projects etc) from the ERP.

•Makes i easier to identify and list all invoices related to a department, project or other cost center.

Recertification 2013

Smaller changes• No need to logon when changing client

• E-mail improvements

• Flip/rotate and add page

• XML interpretation

• Cost unit responsible name in search forms

• Search on column R7 to R12 (Visma Business)

• Shortcut keys fixes

• See more details in release notes

Recertification 2013

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