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
Recertification 2013
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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