ERP Portal-Customers

Customisation free, real time interaction with your standard Unit4 ERP or ERPx setup including card payments and income matching

Reduce your AR overheads

Customers can view their invoices and make card payments which are almost immediately matched against the transactions in ERP reducing any need for manual matching. Use our extended payment pack to centralise your payments and take advantage of automatic coding in your ERP significantly reducing the manual work AR need to do.

Out of the Box

Reduce AR overhead by allowing Customers access to:

✓ View and change their masterfile data
✓ View and search their invoice transactions by status, dates, amounts
✓ View open invoice transactions
✓ View statements and reminders
✓ Submit direct debit requests

Also included is

✓ Modulus checking of bank details and upload of verification documents to document archive
✓ The ability to stop customers using the system without first accepting your bespoke terms and conditions
✓ Form configuration to onboard customers to Business World Supplier Masterfile
✓ 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
✓ Bulk onboarding of existing customer accounts
✓ Admin logging and email bounce notifications
✓ 10000 active portal accounts (more can be purchased)
✓ Regular updates and improvements

Feature Packs

Our core functionality is provided in packs so you can choose what features you would like. We are always more than happy to discuss any specific requirements you may have.

Bespoke Sections and Pages

Our NO CODE solution to allow you to customise the edit details page or even add your own new pages:

✓ Utilises flexifields and relations

✓ Display documents attached to customer or client

✓ Add upload document sections

✓ Customisable per customer, or at a group level

Online Payment Pack

An online payments portal integrating with WPM, WORLDPAY and STRIPE out of the box or almost any other provider, allowing:

✓ Invoice payments by a customer

✓ Payment transactions automatically passed back to business world and matched to invoices

Live Chat Pack

✓ Allow AR to provide live chat support to suppliers allowing queries to be resolved quickly and efficiently

Integration Pack

✓ Integrate the portal into your website

✓ Use AD or other login methods to provide single sign on access to your users

Extended Payments Pack

✓ Integrate other systems into the portal payment system

✓ Centralise your payment provider

✓ Payment transactions automatically passed back to business world and matched to invoices / customers or just directly to the general ledger

✓ Validation of a key field to ensure the customer is making the correct payment