The last release for ISR software products was in April. Since then, significant developments have occurred, and the Information Office has been enhanced with several exciting features and functionalities.
The intuitive and centralized management of files and processes has long been the core strength and key capability of the Information Office.
THE NEW MODULES IN ISR INFORMATION OFFICE – Now Covering Even More Processes
With the new Information Office 13.1 release, four additional modules are now available, designed to consolidate and manage all operational business and internal processes within a single, unified system.
THE QUOTATION PROCESS – CENTRALIZED AND INTUITIVE
To streamline the quotation creation process within the Information Office, version 13.1 implements a comprehensive quotation approval workflow for the creation, approval/rejection, and dispatch of quotations. Quotations can be managed centrally and intuitively within the dedicated quotation file, which acts as a central repository for all information, documents, and workflows pertinent to quotation generation and dispatch. The quotation file also stores and allows direct editing of the quotation's metadata. Any associated quotation approval processes can be executed and monitored transparently within the system. Furthermore, an automatic linkage between the quotation file and the newly introduced order process module enables direct order generation from the quotation file.
THE ORDER PROCESS – TRANSPARENT AND EFFICIENT
The new Order Process module facilitates the creation, searching, and internal progression of new orders within the system. A robust output management system, including automated order confirmation dispatch, has also been implemented. Furthermore, by linking the quotation file and the order file, orders can now be directly generated from existing quotations within the Information Office.
THE PURCHASE ORDER PROCESS – AUTOMATIC AND DIRECT
This module introduces the capability to manage purchase order processes directly within the Information Office. Users can create and search for orders, storing all critical information within the dedicated purchase order file. The system also provides automated order dispatch and a direct file linkage to Accounts Payable Flow, ensuring that the correct purchase order is accurately assigned to its corresponding invoice file in Accounts Payable Flow.
THE BUSINESS PARTNER FILE – ALL AT A GLANCE
The new Business Partner File module, introduced in this release, is designed to consolidate various types of documents (such as contracts, purchase orders, and invoices) pertaining to a customer, supplier, or partner into a single, comprehensive file. This file also stores the business partner's master data, which can be accessed through linkages within other relevant files (e.g., a contract file).
Accounts Payable Flow – Now Even Smarter
In the new Accounts Payable Flow 9.1 release, SmartCodingSmartCoding is an intelligent algorithm that assists the clerk based on... More has been enhanced with an AI-based approver determination. The system identifies the approver through frequency analysis of historical data. Furthermore, the history now displays up to 5 potential approvers per item, each with their calculated percentage probability.
A further enhancement has been made to the Buildsimple interface. This interface has been expanded and refined, specifically improving the extraction and generation of individual line items from imported invoices.
In Information Office version 13.1, beyond the display of open invoices, there is now an option to view new invoices or credit notes in a compact format. This invoice receipt ledger is exclusively accessible to accountants, Accounts Payable Flow specialist administrators, and system administrators. Existing invoices or credit notes are chronologically sorted by their receipt date and can be further sorted, filtered, and exported as a CSV file.
Interface Updates with New Capabilities
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Buildsimple
Buildsimple extracts incoming documents and prepares them for digital processing, thereby forming the foundation for Accounts Payable Flow and digital invoice processing. With this new release, the interface between Artificial Intelligence and Accounts Payable Flow is enhanced with new capabilities. For example, the invoice client can now be configured. This enables the system to adopt individual line items from incoming FI invoices extracted by Buildsimple, or to combine/merge them with existing items.
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Datev
With ISR Information Office Release 13.1, a standard Datev interface is now available for Accounts Payable Flow. This interface facilitates the transfer of booking data to the Datev system. Feedback from Datev is automatically processed, and relevant booking data (including booking numbers) is reported back to the system.
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CENIT ECLISO
A new feature is the integration of Accounts Payable Flow invoices into Ecliso. This allows for the reliable synchronization of information such as status, invoice number, and supplier name from both cost (FI) and purchase order (MM) invoices as document properties into an IBM FileNet Content Manager. Ecliso then utilizes this data and these parameters to create a comprehensive invoice file.
Cross-Product Innovations
In addition to the respective software-specific new features, we have also implemented several cross-product enhancements. These include, for instance, an optimization of the display on mobile devices (including tables) to improve readability on smaller screen sizes. Furthermore, the design and clarity of email notifications have been revised.
Do you have any questions? Please feel free to contact us!
If you wish to learn 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
