The purchase management should be as flexible and as less restrictive as possible for the user. For this reason, we have extended the authorisation assignment for purchase blocks in a sensible manner. Starting now, ef3 users can individually be authorised to revoke a purchase block.
The GDPR, effective since May 2018, is a regulation of the European Union for processing personal data. In the context of our latest release version, we will provide you with a convenient tool which facilitates the implementation of the GDPR noticeably. We created a dialog where persons and their corresponding personal data can be searched for. The results are presented in an overview and can be further processed. This means: Deletable information can actually be deleted and non-deletable information can be anonymised.
Wherever your factoring workflow may be improved, we give our best. A good example: Reports created in ef3 which are printed at the client on the tab “Reports” can now be transferred directly to efOnline in form of a file upload. This way, your aggregated information will be provided on our web platform in real-time. You may only use this new feature if you work with efOnline since it is not part of our standard package.
ef3: duplicate check
From an efficiency point of view, duplicate control debtors are always a nuisance. This is why we further optimised the duplicate check in ef3 which improves the overview and saves time. The duplicate check for ef3 is only available as a chargeable add-on.
ef3: transfer postings
Do you frequently have to deal with manual transfers which must be posted in ef3? We will make it easier for you: On the one hand, the new release enables you to copy any recurring transfer voucher batches and thus, you save yourself the time-consuming new input. On the other hand, you will also be able to import transfer voucher batches. This new import type gives you various options on how to handle the individual transfer voucher batches.
ef3: search and display
Search queries and the respective result display are a core element of the daily work with ef3. This makes it all the more interesting for many users that any saved query can now be defined as standard. This provides you with more flexibility in the context of general search queries.
efOnline: file attachments
Less clicks, more time: File attachments can now be opened in a quick view which makes completing time-sensitive tasks more flexible.
efOnline: client group
Better overview: The client group and control client are now also available in efOnline. Thus, the dashboard at client group and control client user level can be accessed. The respective aggregated information is displayed to the users who can act accordingly in a more efficient way.
Asynchronous file imports: No matter how large your file import in efOnline is, you can now continue to work on other tasks while the actual import process runs parallelly and independently. The import process runs in the background and even permits the users to log out and in again in the meantime. This ensures a noticeable increase in your individual overall performance.
High-performance without losses: We have integrated some important and quite challenging functionalities into efOnline. We managed to maintain and even increase the usual high performance level of efOnline since it is our firm belief that additional functions should never be implemented at the cost of performance. Thus, we should not take one step forward and two steps back but always advance in great strides.
ef3: limits – greater possibilities
You can configure bottom limits. Here, the maximum unrestricted payout amount is set based on the customer. Payouts exceeding this bottom limit are then only made on request – up to the particular financing limit.
ef3: improved searching and entry
In terms of manual data entry, new parameters have been set up which indicate when debtors from barred countries or items from such are to be created. This results in an alignment with the parameter query just like with an automatic import.
ef3: automation – helpful extensions
You can add a custom favourites list with menus.
efOnline: limits and imports – increasingly more efficient
Factoring customers can now submit limit requests as part of debtor management. These are sent to ef3 where they can be processed via a new dialogue, thereby saving time and effort.
Direct imports via web services are now also supported. Your customer will then receive an import report or a potential error report which they can use to submit corrections. The converter is also supported – eliminating the need for import management.
efOnline: dashboard – new features
The dashboard displays information about the last five payouts. The associated payout coversheets can be requested directly.
Furthermore, factoring customers will in future be informed via the dashboard about an invoice request and can then upload the corresponding documents directly. The data is entered in ef3 and the specialist responsible is informed about the process.
In addition, the dashboard allows the status of the last import (x imports) to be displayed and the corresponding reports to be downloaded.
Some functions mentioned are not included by default in ef3, but they can be purchased separately. Please contact our consultants who will be pleased to provide you with further information.
Web services are not included by default in efOnline, but they can be purchased separately. In respect to Oracle licences, additional costs may be incurred depending on the specification. Want to learn more? Our consultants will be pleased to help.