170 likes | 412 Views
FASIG FEEDBACK FROM APTOS USER GROUP CONFERENCE NOVEMBER 2007. Presenter: Anne Shrubshall Date: 22 November 2007. Agenda. Purpose of conference Aptos 10 Reporting strategy Timetable of release Aptos 10 functionality Other Aptos functionality. Purpose of conference. Annual event
E N D
FASIGFEEDBACK FROM APTOS USER GROUP CONFERENCENOVEMBER 2007 Presenter: Anne Shrubshall Date: 22 November 2007
Agenda Purpose of conference Aptos 10 Reporting strategy Timetable of release Aptos 10 functionality Other Aptos functionality
Purpose of conference Annual event Development update from the software suppliers B-Plan Breakout sessions Networking opportunities
Aptos 10 Web based browser • Rich Internet Application (RIA) • web-based = accessibility • database disconnect = work anywhere • one click deployment • accessible from client server or web application • co-exists with Aptos 9
Reporting Strategy client side reporting = direct from application embedded standard reports (Crystal reports type interface) ability to customise web-services menu send reports via email supports Business Objects and Eureka but strategy is to encourage migration to client side reporting
Timetable of release (1) December 2007 (v10 alongside v9) • re-engineered purchase card module • visibility of spend on commitments • statement reconciliation by card-holder • automated approval via workflow • auto-transaction create from statements • automated voucher production and posting
Timetable of release (2) January 2008 (v10 alongside v9) • embedded trial balance • client side reporting February 2008 (v10 alongside v9) • EAS II • enhanced auditing
Timetable of release (3) March 2008 (v10 alongside v9) • early release of labour saving Chart of Account Management September 2008 • full migration to Aptos 10
Aptos 10 functionality (1) • Accounts payable – new user interface • improved form entry screen • customised screen • custom fields • bespoke forms • Voucher upload • Direct sourced Excel journals • Generate data, validate, upload
Other Aptos functionality • Use of multi-currencies • Workflow • purchased as part of e-procurement • journal authorisation • invoice authorisation • internal trading
FASIGTaking Aptos Forward Presenter: Anne Shrubshall Date: 22 November 2007
How do we get the best out of Aptos? (1) Implement patch 18 Revised chart of accounts Take advantage of early release of Aptos 10 functionality Migrate to Aptos 10
How do we get the best out of Aptos? (2) • Set up focus groups • Accounts payable/PO • Accounts receivable • Stock? • General ledger/reporting
Purpose of groups audit of current functionality testing of patch 18 making recommendations on new functionality to FASIG putting forward proposals to Corporate Systems Group
Membership of groups Finance reps user reps Academic Services rep