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VISMA DOCUMENT CENTER AND VISMA APPROVAL

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Presentation on theme: "VISMA DOCUMENT CENTER AND VISMA APPROVAL"— Presentation transcript:

1 VISMA DOCUMENT CENTER AND VISMA APPROVAL
News in version 8.00 and Recertification 2013 Recertification 2013

2 Agenda System requirements News for administrators or system owners
News data collection News workflow News Archive Smaller changes Recertification 2013

3 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

4 Visma Document Center version 8.00
Recertification 2013

5 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 Visma Contracting 5.20 Visma Nova 8.5 AccountView 9.3 Recertification 2013

6 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

7 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

8 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

9 The Process = mest tid spart Visma Document Center Bilag Mottak
OCR/Tolk Kontroll/ kontering Godkjenning/ kontering Oppdatere og arkivere Scanning = mest tid spart

10 The Process Data Collection Workflow Archive = mest tid spart
Visma Document Center Bilag Mottak OCR/Tolk Kontroll/ kontering Godkjenning/ kontering Oppdatere og arkivere Scanning = mest tid spart

11 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

12 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

13 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

14 The process Data collection Workflow Archive Visma.net Approval
Visma.net AutoInvoice Visma.net Approval Visma* Reporting Visma Document Center Invoice Reception OCR/interpr. control/ accounting Approval/ accounting Updating and Archive Scanning Recertification 2013

15 Recertification 2013

16 OCR Recertification 2013

17 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 Recertification 2013

18 The Process Data Collection Workflow Archive = mest tid spart
Visma.net Approval Visma Document Center Bilag Mottak OCR/Tolk Kontroll/ kontering Godkjenning/ kontering Oppdatere og arkivere Scanning = mest tid spart

19 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

20 Visma Approval – Video of news and improvements
Recertification 2013

21 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

22 Post and pay PurchaseOrder Supplier Recival of goods
Recival of invoice Recertification 2013

23 The Process Data Collection Workflow Archive = mest tid spart
Visma* Reporting Visma Document Center Bilag Mottak OCR/Tolk Kontroll/ kontering Godkjenning/ kontering Oppdatere og arkivere Scanning = mest tid spart

24 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

25 Smaller changes No need to logon when changing client
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

26 _Respect_Reliability_Innovation_Competence_Team Spirit_
Recertification 2013


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