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

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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

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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

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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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