ERP Portal-Forms
Customisation free, real time interaction with your standard Unit4 ERP or ERPx setup forms on the web for anything, anyone, anywhere
Open up forms to the world wide web by letting people fill them in from anywhere. Used with Unit4 forms and integrated with ERP workflow and document archive
Access
Cloud based means secure access from anywhere.
ERP Forms
ERP Forms but better, format your titles and headings, add text, show documents and even enable bank details checking.
Optimised
Optimised to work on any device with a web browser.
Save time and money
Save time and money by getting rid of forms which have to be manually entered into ERP
Out of the box
Reduce manual input by putting your forms online, but with the power of ERP workflow
✓ Create unlimited number of forms available on the web
✓ Dynamically hide and show fields or sections
✓ 390+ excel style formula to automate input (coming soon)
✓ Modulus checking of bank details and upload of verification documents to document archive
✓ No portal login required, anyone can fill out the form if they have the right link
✓ Workflow Integration
✓ Document Archive Integration
✓ No customisation required
✓ Documentation to self deploy avoiding consultancy costs if you have in house skills
✓ Your organisations branding
✓ Production and Test Systems
✓ Admin logging
✓ Regular updates and improvements
(ERP forms license required if you wish to use that, as well as ERP 7.8+):
Feature Packs
Our functionality is provided in packs so you can choose the features you like and not have to pay for those you don't. We're also constantly improving our existing packs, not just releasing new ones. We are always more than happy to discuss any specific requirements you may have.
Open Banking Verification
When changing bank details users will be redirected to a secure open banking provider who will then verify them with their own bank
*available in some countries and only for certain banks