Presentation by James Faw on February 4th, 2016. View this presentation to see what is new since last Alliance in ERP Finance. We will highlight new features and talk about what we are working on next.

1. ALTUS ALLIANCE 2016
Technology Premiere:
What’s New in ERP
Finance

2. • James Faw
• VP Product Innovation,
Founding Partner
• Dynamics NAV Product
Specialist
• Alex Abelev
• Solution
Architect/Senior
Developer (NAV)
• Dynamics NAV
Solution Developer
• Teodora Buhteva
• Product Manager
• Dynamics NAV Product
Specialist

3. Session Agenda
1. About this session
2. Introductions
3. What’s New in ERP Finance
• Dynamics NAV
• Employee Web Apps
4. What’s Next for Altus Dynamics ERP
5. Questions

4. What’s New

6. Platform Enhancements
• Cumulative Hotfixes
• Dynamics NAV - French Language Support Finance features
(08.04)

7. General Ledger
• Fund Accounting & Self Balancing
• Ability to establish a relationship between dimensions
calculate and post due to/from entries
• Dimension Combination & Validation Enhancements
• Dimension Combination Validation by Dimension and
Document Type
• Dimension Combination Code posted to G/L Entry
• Bank Rec Import - Standard File
• Attachments Indicator General Journal Entries (08.04)

8. Let’s have a look:
• Dimension Commination Setup
• Fund Accounting

9. Accounts Payable Enhancements
• Accounts Payable T4A
• EFT Email Remittance – User defined email
• Ability to enter user defined email body text for electronic
fund transfer
• Blank Posting Description on Purchase Lines (08.04)

10. Purchasing Enhancements
• Auto Purchase Order Creation Enhancements
• Auto Purchase Order creation by Amount Threshold
• Purchase Order Approval with Auto Purchase Order
generation (08.04)
• Purchase Order Signing Authority Validation
• Amount Validation on Creating Purchase Orders from
Purchase Requisitions
• Purchase Order Emailing using Order Address

11. Purchasing Enhancements
• Automatic Closing of Purchase Orders on Final Invoice
(08.04)
• Posting Receipt Date Purchase Receipts

12. Let’s have a look:
• Auto PO Enhancements

13. Asset Enhancements
• Support for Purchase Credit Memos & Integration to
Asset Management
• Users can now use the TCA Expense Posting option on the
Fixed Asset page with credit documents

15. 2016
Announcing…

16. Platform Enhancements

New User Interface and Architecture to support:

AODA Compliance

Responsive design for Desktop and Tablet devices

IE and Chrome support for the new pages

Updated Terminology

Improved Main Menu and Navigation

Multi-company

Updated Authentication

Users can now select the authentication method on the log
in page

17. Let’s have a look:
• Authentication
• Main Menu and Navigation
• Multi-Company

18. Requisition, PO & Finance Approvals

Terminology Changes

“Purchase Requisition” from “Purchase Requests”

“Items” from “Lines”

User Interface Changes

Finance Approvals

Purchase Order & Receiving List and Purchase Order Page

19. Let’s have a look:
• Requisitions
• Finance Approvals

20. Financial Analysis

Improved Look and Feel

Advanced Filtering Options

Dimension Value Filters

Multiple Columns Search

Presentation and Drilldown

More Info on Drilldown

21. Let’s have a look:
• Financial Analysis

22. What’s Next

23. ProductThemes FY2015-2018
• Full support for all cloud
deployment options
• Multi-Tenancy
• Rapid Time to Value with rapid
Cloud-based deployment and
maintenance
• CRM, NAV, Office 365,
SharePoint and Azure working
together to provide
exponential value to our
customers.
• Broad support for access on
any device or platform
(responsive design)
• Features that support high
productivity and eliminate
clerical tasks
• Feature framework that
reduces customization
• Faster setup and
implementation
• Validation and error reduction
High
Productivity
Customer
Value
Cloud FirstBetter
Together

24. Altus Dynamics: ERP Roadmap
08.04 09.01
Better Together
09.02

25. Questions & Answers

26. ALTUS ALLIANCE 2016
Altus Ideas
Thenewwayforyoutosubmitfeature
requeststous.

27. ALTUS ALLIANCE 2016
Altus Advocates
Membershiphasitrewards.
Enrolltoday.

28. ALTUS ALLIANCE 2016
Submit your
evaluations to win!

29. Thanks for coming!
@altusdynamics
altusdynamics.com
linkedin.com/company/altus-dynamics