Welcome to Visma ppt template

Report
VISMA DOCUMENT CENTER AND
VISMA APPROVAL
News 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 menu
Tools | 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 menu
Tools | System Status
Recertification 2013
The Process
Bilag
Scanning
Visma Document Center
Mottak
OCR/Tolk
Kontroll/
kontering
Godkjenning/
kontering
Oppdatere og
arkivere
The Process
Data Collection
Bilag
Scanning
Visma Document Center
Mottak
Workflow
OCR/Tolk
Kontroll/
kontering
Godkjenning/
kontering
Archive
Oppdatere og
arkivere
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
The process
Invoice
Workflow
Archive
Visma.net AutoInvoice
Visma.net Approval
Visma* Reporting
Scanning
Visma Document Center
Recertification 2013
Data collection
Reception
OCR/interpr.
control/
accounting
Approval/
accounting
Updating and
Archive
987654321@autoinvoice.no
Recertification 2013
Orgnr@autoinvoice.no
Recertification 2013
OCR
Servive name
Price per transaction
Send scanned invoice or pdf and have 8,00 nok
them OCR interpreted, validated and
quality assured
Send paper invoice and have them
scanned, OCR interpreted, validated
and quality assured
12,00 nok
Post to be returned - pr. Transmission 65 nok
- (post that are not invoices eg. Credit
cards etc
Recertification 2013
The Process
Data Collection
Workflow
Archive
Visma.net Approval
Bilag
Scanning
Visma Document Center
Mottak
OCR/Tolk
Kontroll/
kontering
Godkjenning/
kontering
Oppdatere og
arkivere
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
Post and
pay
Purchase
Order
Recival of
goods
Supplier
Recival of
invoice
Recertification 2013
The Process
Data Collection
Workflow
Archive
Visma* Reporting
Bilag
Scanning
Visma Document Center
Mottak
OCR/Tolk
Kontroll/
kontering
Godkjenning/
kontering
Oppdatere og
arkivere
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
_Respect_Reliability_Innovation_Competence_Team Spirit_
Recertification 2013

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