The latest release of the ISR software products was released in April. A lot has happened since then and the Information Office has been enhanced with some exciting features and functions.
The clear and centralized management of files and processes has long been the heart and superpower of the Information Office.
THE NEW MODULES IN THE isr iNFORMATION oFFICE - Now covering even more processes
With the new Information Office 13.1 release, four additional new modules are now available to map as many business and operational processes as possible in one place and in one system.
THE QUOTATION PROCESS - CENTRALIZED AND CLEAR
In order to map the quotation creation process in the Information Office in future, the quotation approval process for creating, approving/rejecting and sending quotations has been implemented in version 13.1. Quotations can be created centrally and clearly in the quotation file. This is the collection point for all information, files and processes related to the creation and dispatch of a quotation. The quotation file contains the metadata for the quotation and can be edited directly. Any quotation approval processes can be carried out and controlled transparently in the system. An order can be generated directly from the quotation file by automatically linking the quotation file and the new order process module.
THE ORDER PROCESS - TRANSPARENT AND FAST
With the new order process module, new orders can be created, searched for and continued in the order process within the system. Corresponding output management with automated order confirmation dispatch has also been implemented. By linking the quotation file and the order file, orders can now be created directly based on quotations already in the Information Office.
THE ORDERING PROCESS - AUTOMATIC AND DIRECT
This module introduces the possibility of processing order
order processes in the Information Office. Orders can be
create, search and store all important information in the respective order file.
file. Automatic order dispatch is also available, as is a direct
direct file link to Accounts Payable Flow. This means that the respective
invoice file in Accounts Payable Flow can also be assigned to the correct order.
can be assigned to the correct order.
THE BUSINESS PARTNER FILE - EVERYTHING AT A GLANCE
The new Business Partner File module was introduced in this new release
and is used to manage the various types of documents (contracts, orders, invoices, etc.) relating to a customer, supplier or partner,
orders, invoices, etc.) for a customer, supplier or partner in one file.
summarized in one file. The master data of the business partner is also stored in this
partner are also stored in this file and can be called up via links in other files
(for example a contract file).
Accounts Payable FLow - Now even smarter
In the new release of Accounts Payable Flow 9.1, the SmartCodingSmartCoding is an intelligent algorithm that supports the clerk on the basis of... More extended by an AI-based recognizer determination. The recognizer is determined on the basis of historical values using a frequency analysis. In addition, up to 5 recognizers (per item) are displayed in the history, each with the percentage probability.
Another improvement concerns the interface to Buildsimple. This has been expanded and improved, so the reading and creation of individual items from imported invoices has been improved.
In addition to the display of open invoices, version 13.1 of the Information Office offers the option of displaying new invoices or credit notes in compact form. This invoice receipt book is only visible to accountants, specialist administrator accounts payable flow and administrators. The existing invoices or credit notes are sorted chronologically by date of receipt. They can also be sorted, filtered and exported as a CSV file.
Interface updates with new possibilities
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Buildsimple
Buildsimple is used to read incoming documents and make them available for further digital processing. Buildsimple therefore forms the basis for Accounts Payable Flow and digital invoice processing, among other things. The interface between artificial intelligence and Accounts Payable Flow has been expanded with the new release to include new options. For example, the Invoice Client can now be configured. This makes it possible to transfer the individual invoice items for incoming FI invoices that have been read by Buildsimple or to combine or merge them with existing ones.
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Datev
Since ISR Information Office Release 13.1, there is now a Datev standard interface for Accounts Payable Flow. Posting data is transferred to the Datev system via the interface. The confirmations from Datev are processed automatically and the posting data (including the posting number) is reported back.
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CENIT ECLISO
Another new feature is the integration of Accounts Payable Flow invoices in Ecliso. This allows information such as status, invoice number and supplier name from cost (FI) and purchase order (MM) invoices to be reliably synchronized as document properties in an IBM FileNet Content Manager. Ecliso creates an invoice file based on this data and parameters.
Cross-product innovations
In addition to the respective software-specific new features, we have also made a few cross-product innovations. These include, for example, an optimization of the display on mobile devices (including tables) to improve readability on small screen sizes. The design and clarity of the e-mail notifications have also been revised.
Do you have any questions? Please feel free to contact us!
If you would like to find out more about ISR Software products, please visit our website or contact us directly.
Joachim Wrzeciono
Head of Product Development
Application Management
joachim.wrzeciono@isr.de
+49(0)151 422 05 462
