The Future of Business Systems

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Presentation transcript:

The Future of Business Systems Presenters: Jim Bagli, Marcus Alig, Steve Rose Moderator: Liz Davidson

The Future of Business Systems PROPworks® 8.1 New Features PROPworks® Portal AirIT Mobile Mobile PROPworks® Mobile Cashier PROPworks® Forum

PROPworks® Version 8.1 – New Features Major Items Rate Table Taxes Agreement Management Billing and Invoicing System Changes

PROPworks® Version 8.1 – Major New Features Rate Table Allows updates of multiple rates in one rate table, rather than having to use the Fees and Charges update over and over again to process each individual Bill Rule changes and additions

PROPworks® Version 8.1 – Rate Table Rate Group and Rate Code setup

PROPworks® Version 8.1 – Rate Table Rate Period and Rate setup

PROPworks® Version 8.1 – Rate Table Add Bill Rules in Rule Classifications

PROPworks® Version 8.1 – Rate Table Eliminates the need for multiple copies of a bill rule with different date ranges. Add Rate Table Bill Rules to Agreements

PROPworks® Version 8.1 – Major New Features Taxes Simplifies the process to setup and maintain taxes on invoices

PROPworks® Version 8.1 – Taxes Add Tax Rules to Rule Classifications

PROPworks® Version 8.1 – Taxes Add Tax Groups and Tax Rates

PROPworks® Version 8.1 – Taxes Add Taxable Bill Rules to Rule Classifications

PROPworks® Version 8.1 – Taxes Add Taxable Bill Rules to Agreement Bill Rules *No need to add the Tax Rules to the Agreements

PROPworks® Version 8.1 – Major New Features More about the Rate Table and Taxes in this session

Version 8.1 – New Features – Agreement Management Bill Rule Wizard – Include Bill Rules for Inactive Leaseholds Add an Invoice Type limitation to the Bill Rule Wizard Default to only Active Bill Rules versus Active and Expired (currently) Merge functionality of the "Fees & Charges Update" screen into Bill Rule Wizard Bill Rules – Ability to Duplicate a Bill Rule and then update (the F4 key from PW6) Updates to the Bill Rule Detail Screen layout

Version 8.1 – Bill Rule Wizard In Edit Mode - Include Bill Rules for Inactive Leaseholds

Version 8.1 – Bill Rule Wizard Add an Invoice Type Limitation

Version 8.1 – Bill Rule Wizard Default Bill Rule Status is now Active only (vs Active & Expired)

Version 8.1 – Bill Rule Wizard Merge Fees & Charges Update Functions into Bill Rule Wizard *Edit Mode

Version 8.1 – Bill Rule Wizard Merge Fees & Charges Update Functions into Bill Rule Wizard *Add Mode

Version 8.1 – Bill Rule Summary / Detail Screens Copy an Existing Bill Rule and Edit the Details

Version 8.1 – Bill Rule Summary / Detail Screens Copy an Existing Bill Rule and Edit the Details

Version 8.1 – Bill Rule Detail Screen Bill Rule Details organized in a logical fashion

Version 8.1 – New Features - Billing In addition to the Rate Table and Taxes… One-time Charge - copy last record Invoice Report - Display dollar amounts on top row rather than bottom row and add spacing between line items Rule Types Screen - Combine all screens into one Remember the directory of the last attachment when adding additional attachments

Version 8.1 – New Features - Billing One-time Charge Screen - Copy Last Record

Version 8.1 – Invoice Report – Layout Changes Added spacing between line items Moved Amount to the top row of the line item

Version 8.1 – Rule Types Screen – Layout Changes These details are all displayed on the Rule Type screen (above) Double-click the Rule Type to see all the details including: Unit Charge Info Number of Units Info Finance Charge Information Area for Finance Charge Details

PROPworks® Version 8.1 – New Features - System Moved from JRE 7 to JRE 8 on the client Migrate from Jboss AS (Wildfly) 8.1 to 8.2 Allow user login through LDAP

Upgrade to JRE 8 http://www.oracle.com/technetwork/java/javase/downloads/jre8-downloads-2133155.html

Upgrade Application Server to Wildfly 8.2 If your installation is running PROPworks 8.0 or 8.0.1, then you are running the Jboss Application Server Wildfly 8.1.0. For upgrades to Wildfly 8.2.0, please follow the steps in the PROPworks 8.1 Release Instructions

Allow User Login through LDAP Allows a PROPworks user to log into PROPworks with his/her LDAP network account. Requires changes to the standalone.xml file and the propworks.properties file. Depending on the settings selected, if the PROPworks account does not exist it is automatically created when the user attempts to log in with the LDAP network account.(No Roles)

PROPworks® Portal 1.0 PROPworks® Portal is a mechanism for tenants to enter their Landing Reports and Concession Reports. The tenants can also Maintain Contact Information and View Invoices The PROPworks® Portal has two views: Administrative View Tenant View

PROPworks® Portal 1.0 Admin View User Management Company Management Configure Portal Approve/Reject Landing Reports Approve/Reject Concession Reports

PROPworks® Portal 1.0 Tenant View View Invoices , Amount Paid and Amount Due View/Submit Activity Reports View/Submit Landing Reports Maintain Contact Info Admin Level User Level

PROPworks® Portal 1.0 – Admin View

PROPworks® Portal 1.0 – Admin View

PROPworks® Portal 1.0 – Admin View

PROPworks® Portal 1.0 – Tenant View

PROPworks® Portal 1.0 – Tenant View

PROPworks® Portal 1.0 – Tenant View

PROPworks® Portal 1.0 – Tenant View

PROPworks® Portal 1.0 – Admin View

PROPworks® Portal 1.0 – Landings in PROPworks

PROPworks® Portal 1.0 – Tenant View

PROPworks® Portal 1.0 – Tenant View

PROPworks® Portal 1.0 – Admin View

PROPworks® Portal 1.0 – Activity in PROPworks

Want to learn more about PROPworks Portal?

PROPworks® Mobile Applications

AirIT Mobile Agreement Info – Meter Readings – Mobile Cashier View Agreements and Agreement Details Leaseholds Bill Rules Dates History Etc. Meter Readings – View Meters and Meter Readings by Campus & Utility Type Enter New Meter Readings Mobile Cashier View Open Tickets Pay Tickets

PROPworks® Mobile – Agreement Info

PROPworks® Mobile – Agreement Info

PROPworks® Mobile – Agreement Info

PROPworks® Mobile – Meter Readings

PROPworks® Mobile – Meter Readings

PROPworks® Mobile – Meter Readings

Mobile Cashier

Mobile Cashier

Mobile Cashier Select a Ticket to Pay Pay by Cash, Check or Credit Card

Want to learn more about Mobile Applications For Business Systems?

PROPworks Forum A discussion board for product improvements Review and rate items of interest Works in sync with the Steering Committee. Forum used for Ranking Steering Committee used to refine specific items Accessible as a separate website http://pwforum.airit.com

PROPworks Forum

Want to learn more about the PROPworks Forum?

The Future of Business Systems THANK YOU! QUESTIONS ?