23 March, 2022

A product tour, My Financials Online X

Welcome to My Financials Online X

We are pleased to show you all the (visual) changes of our latest release: My Financials Online X. All your familiar functionality, but with a new fresh styling!

Join us on our product tour!


Logon

On the Logon screen you will be able to logon with your Username (email address or user code) and your password.
Release Notes (NEW) we added a quick link to our release notes which will be updated with every release.
Service Status (NEW) we added a quick link to our operational status page.

Menu

When you Logon you will be redirected to your standard homepage.
Menu and general styling (NEW)

The main menu has moved from top to the left and menu items have been added and regrouped:

  • Main menu can be collapsed
  • User interface theme color is customizable by user (beta)
  • Quick links to Gateway, IBA and Release notes added (visible based on user rights)
  • Menu items added: Outstanding work, Synchronize, Robotic templates, Workflow Settings and Reports (visible based on user rights).
  • Selected administration is shown on the top left under “Administration”, menu actions are applicable to this administration
  • Administration Selection: Administration can be found through search box on name, code, VAT Number and department
  • Archive: Journal entries which shows an overview of all invoices has been renamed to Archive.
  • Robotic templates for the selected (IBA) administration can be created from the menu Robotics. Robotic Templates refer to the former IBA-MFO Templates (renamed)

Outstanding Work

The outstanding work page shows an overview of the outstanding invoice actions per administration in relation to Scanstreet, IBA, Workflow and Bookkeeping.
Customizable columns (NEW) the columns visible to a user can now be configured at user level.
Added columns for a better overview of the status of invoices / process:

  • Scanstreet batches (NEW): Batches that are being processed in Lyanthe’ s Scanstreet. This count refers to batches and not to invoices (one batch can contain multiple invoices that are to be split in Lyanthe Scanstreet).
  • IBA Invoices (NEW): Invoices that are in IBA and ready to be robotized by your robotic team.

Tip: If you want to process invoices for your administration, you do now have an overview if all invoices are ready (all are processed in Lyanthe Scanstreet and IBA)
Search (Updated): The search field in relation to administration search has been moved. You can search administration name and department name.

 

My Cockpit 

My cockpit shows various widgets and graphs for the selected administration.
Upload Graph (New), the graph shows a count of uploaded invoices per administration.
Upload Documents (Updated): In the upload widget you can drag and drop your invoices to be uploaded to Lyanthe Scanstreet. The Widget has a tab for Purchase and a tab for Sales where you can select the correct journal.

 

 

Digital Postbox

The Digital Postbox shows all invoice booking proposals for the selected administration. Digital Postbox navigation can be done through menu (digital postbox) for the selected administration or through outstanding work (clicking on invoice count sales or purchase).

Updated Features

  • Order of actions has been changed (Book, Reject, etc.)
  • Standardized fixed column configuration
  • Invoice hoover improved (PDF Icon on the left)
  • Warnings (double, export, new relation) displayed by text icon on the left

Added Features

  • Zoom focus feature
  • Multi Change: Change Relation (Customer / Supplier)
  • Regenerate Booking Proposal: For IBA administrations without Workflow, invoice booking proposals can be regenerated (only one at the time). Feature allows for a robotic template to be set up, or other supplier setting) and regenerate a booking proposal based on the latest setup. Current booking proposal will be rejected, and a new booking proposal will be available in the digital postbox within 1 minute after screen refresh.

 

 

Invoice booking Edit 

Invoice book edit screen allows to edit a booking proposal data fields in relation to supplier, invoice information and book lines.
In addition the user can enable auto book for the given invoice supplier. 

Updated Features

  • Standardized Fixed column configuration Standardized fixed column configuration
  • In-line editing of line fields
  • Input date format for all date fields (supporting additional input formats including dd/mm/yyyy, dd-mm-yyyy, etc.)
  • Re-ordered quality warnings based on booking proposal item

Added Features

  • Zoom focus feature for book lines
  • Regenerate booking proposal for IBA administrations (see digital postbox)
  • Line compress is a feature to “compress” lines for IBA administrations on supplier level. Similar to auto book this feature can be enabled and will be saved for future invoices of that supplier. Compression allows booking proposals with various lines to be compressed based on the robotic IBA result, General ledger code and VAT Code. The line description of the compressed line will equal the invoice line description.

 

Workflow 

Lyanthe’ s workflow module is an approval invoice feature. Multiple approval scenario’s can be setup with extensive parameters which allow for a flexibility in setting up your desired flow.

Updated Features

  • Standardized fixed column configuration Assign functionality
  • Standardized fixed column configuration workflow
  • Standardized fixed column invoice workflow
  • Warnings (double, export, new relation) displayed by text icon on the left
  • Workflow reports shown in menu (based on user rights)
  • Workflow setup show in menu (based on user rights)