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VISMA DOCUMENT CENTER AND VISMA APPROVAL News in version 8.00 and 8.00.1. Recertification 2013. Agenda. System requirements News for administrators or system owners News data collection News workflow News Archive Smaller changes. Visma Document Center version 8.00.

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Presentation Transcript
slide1

VISMA DOCUMENT CENTER AND VISMA APPROVAL

News in version 8.00 and 8.00.1

Recertification 2013

Recertification 2013

agenda
Agenda

Recertification 2013

System requirements

News for administrators or system owners

News data collection

News workflow

News Archive

Smaller changes

visma document center version 8 00
Visma Document Center version 8.00

Recertification 2013

Released 28th June, together with Visma Business Product line

Visma application compatibility

visma document center version 8 00 1
Visma Document Center version 8.00.1

Recertification 2013

Released 26th August

visma document center version 8 00 new features
Visma DocumentCenter version 8.00 - New features

Recertification 2013

  • 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
new interface for system configuration
New Interface for System Configuration

Recertification 2013

Change configuration settings in GUI instead of configuration files

Requires Administrator privileges

Can be accessed by menuTools | System Settings

system status and log file handling
System status and log file handling

Recertification 2013

Information of system status in GUI

Integration status for Visma Approval

Requires Administrator privileges

Can be accessed by menuTools | System Status

the process
The Process

Visma Document Center

Bilag

Scanning

Mottak

Kontroll/kontering

OCR/Tolk

Godkjenning/kontering

Oppdatere og arkivere

= mest tid spart

the process1
The Process

Data Collection

Workflow

Archive

Visma Document Center

Bilag

Scanning

Mottak

Kontroll/kontering

OCR/Tolk

Godkjenning/kontering

Oppdatere og arkivere

= mest tid spart

new scanning and ocr component
New scanning and OCR component

Recertification 2013

  • 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.
new shortcut keys
New shortcut keys

Recertification 2013

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

cross reference
Cross Reference

Recertification 2013

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.

slide14

The process

Data collection

Workflow

Archive

Visma* Reporting

Visma.net AutoInvoice

Visma.net Approval

Visma Document Center

Invoice

Scanning

Reception

control/accounting

OCR/interpr.

Approval/accounting

Updating andArchive

Recertification 2013

slide15

987654321@autoinvoice.no

Recertification 2013

slide16

OCR

Orgnr@autoinvoice.no

Recertification 2013

the process2
The Process

Data Collection

Workflow

Archive

Visma.net Approval

Visma Document Center

Bilag

Scanning

Mottak

Kontroll/kontering

OCR/Tolk

Godkjenning/kontering

Oppdatere og arkivere

= mest tid spart

automatic company registration for visma net approval
Automatic company registration for Visma.net Approval

Recertification 2013

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

improved order match for visma business
Improved order match for Visma Business

Recertification 2013

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

slide22

Post and pay

Supplier

PurchaseOrder

Recival of goods

Recival of invoice

Recertification 2013

the process3
The Process

Data Collection

Workflow

Archive

Visma* Reporting

Visma Document Center

Bilag

Scanning

Mottak

Kontroll/kontering

OCR/Tolk

Godkjenning/kontering

Oppdatere og arkivere

= mest tid spart

lookup f12 when filtering on cost centers
Lookup (F12) when filtering on cost centers

Recertification 2013

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.

smaller changes
Smaller changes

Recertification 2013

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 keysfixes

See more details in release notes