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Unit4 Business WorldRecent and planned deliveries

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Disclaimer

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Unit4 Business World evolution and innovation

Unit4 Business World ERP

Recent deliveries

Planned deliveries

2020 and beyond

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Extending the ERP

Recent deliveries in 7.3 and 7.4

Unit4 Business World

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Information on unit4.com

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People Experience• Workspaces

• Set a workspace as your home page

• Information Browser integration

• Information Browser

• Analysis add-on

• Project Management

• Manage changes on projects

• Timesheet app enhancements

• Procurement enhancements

• Requisitions / GRNs

• Smart Automation Services

• Service Order scheduling - EA

• Invoice Registration (GL-accounting) - EA

• Wanda

• New languages: French, German, Spanish and

Dutch

• Extension Kit - EA

• Credit rating, Calendar integration, US Watchlist

• Subcontractor Management - EA

Extensibility and Integration• New public REST API Information Browser queries

Recent deliveries | Unit4 Business World

16-Oct-19

7.3 7.4

People Experience• Expense Management

• Full expense claim entry in the mobile app*

• Cost distribution on each transaction

• Make receipts mandatory

• Project Management

• Reference Projects

• Project closure

• Information Browser enhancements

• Modeler enhancements

• Revenue Recognition enhanced POC calculation

• Requisitions entry enhancements

• Report Engine new version

• Field Service Mobile enhancements

• HR & Payroll P&D code marco’s

Extensibility and Integration• Credit card transactions - Expenses API

• New public REST API Employees

Compliance• eOrder with response and Goods receipt to support Peppol

format

Compliance • GDPR

• Partial anonymization• Document retention

Webification• Financials area

• VAT Statement (GL04)• EU Sales report (EU04)• Opening balance (GL01)• Opening balance transfer (AG05)• Import of invoices (EI02)• Payment files processing (SU11A -

SU11B - SU11S)• Update general ledger with payments

(SU09)• Clearing Report (SU12p)• Cheque processing (SU11C)• Reprint cheques (SU11D)

• Projects area• Enquire on historical invoice information• Charge code setup for timesheet entry

Quality• 198 Service Cloud tickets solved through 68

product enhancements

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Automation: Smart Invoice Registration

What is it

End-to-end automation of the incoming invoice process

• Automated ledger transaction registration & workflow automation

• Self-learning ML Invoice Processing service (AP + GL)

• Exception based Invoice approval app (Purpose built app)

• Wanda (Digital Assistant) to manage approvals

Benefits

• Significant cost savings on processing and faster payments.

• Free up time to work on things that really matters

People Platform

ERP

Purpose

built app• Workflow• Invoice Approval• (Payments)

• Data integration & Mapping• Business rules & Flows

Integration Kit

Access points(e.g. Pagero)

Smart AutomationServices

Azure Storage

OCR and data

extraction service

ML micro

service

Client invoice

processing model

Data export server

process

H1 2020

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Planned deliveries 7.52020 and beyond

Unit4 Business World

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Themes• APIs

• Open banking

• Integration for Avalara VAT Reporting

• Configuration Manager

• NextGen Financial Document Entry

• NextGen Invoice Approval experience

• NextGen Statement Processing

• New UI

• Grant Management

• Extensions Kit (Release to market)

Services companies• Managing Global Projects (WP02)

• Tasks based Project Planning

• Timesheet narratives

• Project financing

• Project Contracts, Performance Obligations

and billing

• Reserves management (prevero)

• CPM dashboard (prevero)

People Experience• Mobile apps

• Workflow approval of Forms and

Masterdata (Q2 2020)

• Purchasing on mobile (Q2 2020)

• Information templates on FSM

mobile (Q1 2020)

• Expenses XP enhancements

• Requisition XP enhancements

• Information Browser enhancements

• Modeler enhancements

• Invoice proposal at header level

• PEPPOL compliance improvements

• Managing global projects (WP01)

• Commitment accounting enhancements

Extensibility and Integration• REST API for Currency Exchange rates

• REST API for Purchase order

• REST API for Good receipt

Webification Financials (AR)• Payment Plans on web

• Incidental billing on web

• SEPA payment scheme countries

• Customer payments confirmation (CP02)

• File processing Direct Debit (CP03)

• File processing Direct Debit (CP03)

• File processing - BACS (CP03)

• Update GL with payments (CP04)

• Clearing (CP14)

• Clearing SEPA (CP14)

• Import of direct debit mandates (CU08)

• Direct mail (CP05)

• Match payments (CP10)

• Period end balance specification (CU05)

• Batch input of credit card information

(CU20)

• Batch input of payment plans (CU21)

• Payment plan specification (CU25)

Quality• Increased focus on product quality

Product roadmap | Unit4 Business World

16-Oct-19

Planned for 7.5 2020 and beyond

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Global projects

16/10/2019

RESOURCE in

India

PROJECT in

Germany

What is it?

• Projects allocated to a team working for different legal entities

• Project owning company is in the lead

• Resource owning company provides support

Why?

• No more double entry of the project, timesheet or expense

• All time details available in the leading company

• Less inefficiencies in intercompany charging

• More accurate invoicing to end customer

H1 2020

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Configuration Manager

16-Oct-19

What is it?

• A stand alone cloud app to manage

configuration of functionality within UBW and

facilitate deployment of configuration.

Why?

• Eliminate manual configuration:

• between environments, for example from

test to production

• between clients / companies / legal entities

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All, layout and components, are created to be fully responsive.

User Interface

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Extension Kit can be a seamless connection to a vast application landscape

16 October 2019

Extension Kit

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Extension to Office 365 Outlook calendar

0. Extension Kit captures the workflow approval

event

1. Retrieves the authorization token from Microsoft APIHR

2. Creates a calendar event on behalf of wanda@u4pp.com calling the Microsoft

Graph API

HR

The action is triggered only

when:

The workflow has finished

It’s an Absence

The task is approved

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Themes• APIs

• Open banking

• Integration for Avalara VAT Reporting

• Configuration Manager

• NextGen Financial Document Entry

• NextGen Invoice Approval experience

• NextGen Statement Processing

• New UI

• Grant Management

• Extensions Kit (Release to market)

Professional Services Organisations• Managing Global Projects (WP02)

• Tasks based Project Planning

• Timesheet narratives

• Project financing

• Project Contracts, Performance Obligations

and billing

• Reserves management (prevero)

• CPM dashboard (prevero)

People Experience• Mobile apps

• Workflow approval of Forms and

Masterdata (Q2 2020)

• Purchasing on mobile (Q2 2020)

• Information templates on FSM

mobile (Q1 2020)

• Expenses XP enhancements

• Requisition XP enhancements

• Information Browser enhancements

• Modeler enhancements

• Invoice proposal at header level

• PEPPOL compliance improvements

• Managing global projects (WP01)

• Commitment accounting enhancements

Extensibility and Integration• REST API for Currency Exchange rates

• REST API for Purchase order

• REST API for Good receipt

Webification Financials (AR)• Payment Plans on web

• Incidental billing on web

• SEPA payment scheme countries

• Customer payments confirmation (CP02)

• File processing Direct Debit (CP03)

• File processing Direct Debit (CP03)

• File processing - BACS (CP03)

• Update GL with payments (CP04)

• Clearing (CP14)

• Clearing SEPA (CP14)

• Import of direct debit mandates (CU08)

• Direct mail (CP05)

• Match payments (CP10)

• Period end balance specification (CU05)

• Batch input of credit card information

(CU20)

• Batch input of payment plans (CU21)

• Payment plan specification (CU25)

Quality• Increased focus on product quality

Product roadmap | Unit4 Business World

16-Oct-19

Planned for 7.5 2020 and beyond

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