Focused on the experience
Empowering the end user is the core focus for 2021A, which features over 408 enhancements to streamline the way you do business.
2021A launches the first general release of our evolutionary Digital Experience Platform (DXP) and aligns our powerful Ci Anywhere with more supporting features, functionality and documentation than ever before.
More than 78 per cent of new features and enhancements were requested by our customers.
In this release
e-Invoicing
Automate the way your organisation receives and processes invoices electronically.
DXP Meetings
Create a modern meeting experience with powerful features to revolutionise the way your organisation conducts meetings.
Guest Portal Shopping Cart
Simplify the way your guest users make multiple payments with a single credit card transaction.
ECM and IntraMaps integration
Discover new ways to view your documentation with Map View functionality.
Records Transfer
Prepare and transfer digital records in accordance with VERS 3 standards for long-term preservation.
e-Invoicing
Seamlessly receive and process e-Invoices automatically between suppliers' and buyers' financial systems without the need for translation.
- Receive invoices in compliance with the industry standard PEPPOL format
- Validate and intelligently match data direct to mapped fields within Financials
- Automate the approval process for documents, with the option to match to Purchase Orders and Contracts
- Achieve faster payment timeframes in line with the Australian federal government's e-Invoicing initiative
DXP Meetings
Streamline the meeting lifecycle using a simple interface to reduce administration effort and provide a seamless meeting experience.
- Create and manage meetings with standard templates and powerful workflow capabilities
- Capture, store and manage agendas, submissions and minutes in a centralised location
- Easily track decisions and report on all meeting action items to improve governance
Guest Portal Shopping Cart
Support payment for guest users or agents with a new shopping cart experience to make paying bills quicker and easier.
- Pay for multiple bills and outstanding debts with a single credit card transaction
- Automatically generate direct payment links to customers
- Validate payment reference numbers
ECM & IntraMaps integration
Locate and visualise documents in Map View to gain a new perspective and greater insight on your organisation's information.
- View map information relating to Properties, Assets, Land, Streets and Applications
- Identify related documents with information tags
- Automate geotagging of photos captured with Exif location information
Records Transfer
Ensure documents remain accessible for the future with the ability to create, capture and preserve business records digitally and prepare them for transfer in accordance with VERS 3.
- Identify records that are ready for transfer to archive authorities
- Manage the approval process through Retention and Disposal
- Prepare digital records for transfer in VERS 3 acceptable formats
*Based on VERS 3 self-certification criteria
Other enhancements
Here's a snapshot of the customer-led usability enhancements we've developed for 2021A.
Product Enablement
Alerts
View Ci Centralised Alerts in Ci Anywhere.
Smart Folders
Automate actions on selected file types using Smart Folders.
Workplace enhancements
Leverage usability improvements to the Workplace including links to related functions and responsive Workplace design.
Outlook 365 email integration
Create, send and manage correspondence from within Outlook 365.
Web Content Accessibility Guidelines (WCAG) enhancements
Leverage continual improvements for web content accessibility.
Security enhancements
Leverage continual improvements on security in Ci and Ci Anywhere.
Intelligent invoice processing enhancements
Improve automated transaction processing with the ability to perform two-way invoice matching directly to Purchase Orders in Ci Anywhere.
Data Entry
Improve data entry with the ability to default display the attachment and easily view and action documents in use.
Chart accounts
Streamline the creation of chart accounts with the introduction of templates and user interface enhancements.
Payment Processing
Enhanced Payment Processing includes Proposed Payment reports, reselecting accounts in Payment Worksheets, simple access to attachments and flexible remittance transmission.
Business Reference Numbers
Capture multiple business numbers on accounts for improved record keeping.
Purchase Card enhancements
Match pre-approved expenses to Purchase Card transactions, reverse statements when necessary and leverage new standard enquiries.
New Zealand Business Number (NZBN)
Pre-populate and validate account details against the Central Register and utilise new bulk validation capabilities.
Reconciliations
Automate the statement load process with scheduling and wildcard functionality.
Supplier Portal enhancements
Allow suppliers to view Contract Claims via the Supplier Portal.
Stock Transaction Entry
Issue stock and process bin transfers in Ci Anywhere and streamline processing with barcode scanning support.
Request Stock Transfers
Submit a Stock Transfer Requisition to transfer and replenish stock from a centralised location in Ci Anywhere.
Purchasing enhancements
Reassign ownership of purchasing documents in bulk to another user in an organisation with a full audit history.
Stock Usage enhancements
Support for shortcut keys and streamlined barcode scanning.
Requisition enhancements
Support for editable grids, improved navigation and ability to hide fields for users.
Stock Requisition enhancements
Support bin level processing of serial and batch products in Ci Anywhere.
Contracts enhancements
Allow bulk importing of Party Qualifications and matching of Credit Notes to Contracts in Ci Anywhere.
Device enhancements
Extend integration of SaaS EFTPOS devices, with support now available for Linkly.
System administration enhancements
Easily review and monitor key system metrics and transactions in a powerful new Summary Enquiry.
Payment file enhancements
Streamline the processing and correcting of External System Payment Files in Ci Anywhere.
Payment gateway enhancements
Payment gateway support has been extended to include the Reserve Bank of Australia.
Asset Contacts integration
Record and link details of external contacts from Stakeholder Management to Assets, Projects and Work Orders.
Asset Spatial Processing Performance enhancements
Leverage performance improvements on Spatial and text synchronisation.
Revenue contracts
Manage revenue Projects and Work Orders with Contract Rates in Ci Anywhere.
Asset security
Provide security for assets based on asset classification.
Field App enhancements
Leverage asset improvements including handling multiple registers, barcode and QR code support and Work Order navigation using integrated GPS.
Improved synchronisation performance
Utilise technical enhancements including data synchronisation improvements and enhanced diagnostic logging.
IntraMaps – Embedded MapBuilder
Create a simplified MapBuilder configuration to allow a map to quickly be embedded into a website.
IntraMaps – Information Panel Styling
Styling options have been extended to highlight important data including font size, colour and typographical emphasis with conditional formatting available.
IntraMaps Public in Ci Anywhere
Create and deploy an entire Public Maps project from within Ci Anywhere.
Reporting enhancements
Create all Leave and Employee entitlement reports in Ci Anywhere.
Property to assets associations
Relate records within Property & Rating to their corresponding asset record for seamless navigation and reporting.
Map View on inspections
Visualise inspections in real time in Map View.
Name options
Streamline the lodgment of compliance applications using Name Option configuration to set certain name fields to be optional, mandatory or hidden.
Entity Custom Fields
Picklists are now available on compliance entities including referrals and inspections.
Tertiary Collection of Student Information (TCSI) reporting
Meet TCSI obligations using Active Data Collections to integrate data with the TCSI data lake.
Teacher and student security enhancements
Access improved controls to ensure users can view and modify information on a need-to-know basis.
Staff learners
Associate a user's staff and student records with the ability to access both profiles from a single Workplace.
Reporting enhancements
Expose additional ECM Analysers for XLOne and Analytics for greater insight.
ECM Search
Share search results via a simple URL in ECM within an organisation and maintain document security.
Saved searches for indexes
Create and save tailored search builder expressions on indexes to simplify the search process.
Cloud rendering
View and search your migrated documents faster with the new, highly-scalable cloud rendition process.
Analytics & Data Models
Access powerful criteria options for designing Data Models, new ways to access data results via a web service and improved performance on Dasboard and Reports.
Budget pack access enhancements
Schedule the generation of new budget packs, simply copy access from another user and delete user access In bulk.
Budgeting configuration
Create conditional entry fields to provide an intuitive budget entry experience.
Enhanced budgeting entry
Quickly add a new account as necessary in financial and project budget packs.
Business ETL enhancements
Enhancements to assist with accessing, submitting, monitoring and handling errors in ETL processes, plus a new feature to help manage the upgrading of ETL processes from Ci to Ci Anywhere.
Performance Planning
Configure Component Types, Component Codes and Worksheet Types in Ci Anywhere.
XLOne
Enhancement to XLOne including support for offline transaction and commitment drilldown, report groupings, crosstab functionality and workbook protection in Ci Anywhere reporting.
Ready to learn more?
Complete the form to speak to a 2021A expert about how TechnologyOne can help you.
