Introducing MYOB EXO 8.2 - Helm Business Information Systems Ltd 22 June 2010

Introducing MYOB EXO 8.2
              22 June 2010

 Helm Business Information Systems Ltd

MYOB EXO V8.20
Overview

•   Improvements to dashboard features
•   Introduction of EXO Business Analytics module
•   Sales Analysis reporting tool enhancements
•   Standardised data sources
•   Better workflow emailing Debtor statements
•   Updated Clarity reporting tool
•   Other new features

Dashboard
Widgets

Dashboard
Widgets

• A URL type Dashboard widget can point at anything
  that can be referenced by a URL - i.e links to web
  pages, or file on your network.

           • http://www.helm.co.nz

           • file://c:/Data/Spreadsheet.xls

Dashboard
Widgets
• A familiar grid (ExoGrid) from a
  SQL select statement (usually
  from, but not limited to, one of
  the new Analytics views).

Dashboard
Widgets
• A powerful Pivot grid widget with
  some graphing capability (but not
  as many graph types as the
  graphing in Clarity.)

Dashboard
Widgets
• Dashboards widgets are
  now easier to arrange by
  dragging and docking.
  When dragging one
  widget onto another, a
  cross-shaped docking
  control appears

Dashboard
Widgets

• Special-purpose system widgets are also available in
  EXO Business Analytics. These are widgets that have
  been created to replicate the functionality of the old
  Management Report tabs.
• The following system widgets are available:
   –   Sales Summary
   –   Invoice List (Classic)
   –   Orders List (Classic)
   –   Stock Summary

Dashboard
Widgets

• Assigning Widgets to Users
• Users can select the widgets to display on a Dashboard
  interface using the and buttons. Which widgets are
  available for selection is determined by the staff member’s
  dropdown menu definition, as set up in EXO Business
  Config.
• The new Module Visibility property on the Setup Widgets
  window controls which EXO Business modules a specific
  widget can be used in

Lets Take a Look…

EXO Business
Analytics module

• EXO Business Analytics is a new module that replaces the
  EXO Management Report module.
• It presents a customisable overview of the organization’s
  business status, and is intended for use by key personnel
  to monitor business performance.
• The functionality of the Management Report has been
  retained
• New module also includes all of the new Dashboard
  functionality, making it highly customisable and
  extensible.

EXO Business
Analytics

EXO Business
Analytics

• EXO Business Analytics allows drill down access to the following
  screens:
    –   Debtor Account Details screen
    –   Creditor Account Details screen
    –   General Ledger Account Details screen
    –   Stock Item screen
    –   Sales Order
    –   Purchase Orders
    –   Job Costing

• All screens are read-only when accessed from EXO Business
  Analytics.

EXO Business
Analytics
• Snapshots
   – Snapshots are now initiated by a stored procedure, making
     them faster and more flexible.
   – Snapshots are stored in the EXO Business database meaning
     they can be extracted and used elsewhere, e.g. in Microsoft
     Excel or in a Clarity report.
   – One Snapshot per day is recorded for each salesperson and
     for each branch.
   – The End of Period window includes a new option to take a
     snapshot as part of the end of period process
• Management Report settings have been converted to
  profile settings

Lets Take a Look…

Business Analytics
Licensing
 • EXO Business Analytics can be run as a separate program
   executable
    – Accessing the module this way does not utilise an EXO Finance
      user licence
    – 1 Business Analytics licence is issued with every Finance licence
    – Customers will be issued new licences for Business Analytics the
      next time their EXO Business licences are renewed
 • Additional Business Analytics licences can be purchased as
   required:
    – Business Analytics User licence                        $1,245
    – ALF                                           $225

Sales Analysis
Matrix Enhancements

Sales Analysis
Matrix Enhancements

   • Over 20 new “Analytics” data views have been added to the EXO
     Business database, providing comprehensive, dependable, user-
     friendly abstract views of all major data objects.
   • The Sales Analysis Matrix uses the new views which makes many
     more options available in the Groupings settings. Groupings have also
     been given more user-friendly names.
   • To better deal with the larger number of groupings, lookup window
     are used for selecting them.
   • These views are used by the EXO Business Analytics module, and can
     also be used to extract data from the EXO Business database for use in
     external applications.

Email
Improvements

• Clarity Email Templates
• EXO Business now supports Clarity email templates (.CLE file
  extension), which can define the subject line and body of emails to be
  sent out in bulk.
• The CLE builds on the functionality of the CLM (Clarity Mail Merge) to
  build the HTML that is inserted into the body of the email..
• For example, the Statement.clf form could have an associated
  Statement.cle
• Email templates are created and edited in the Clarity Report Designer
  like any other kind of Clarity report.

Email
Improvements
• Debtor Statement
  Mailshot
• A new Mailshot
  function has been
  added to the Debtor
  Statements window,
  making the process of
  sending statements to
  Debtors more robust:

Email
Improvements
• New Email Contacts
• New properties affecting how documents are sent to Debtors are
  available on the Debtor Account Details 2 tab:
    – Statement Delivery – This property replaces the existing Statement check box.
      Select how statements will be sent to the Debtor. Choose from None, Email, Print
      or Both.
    – Statement Contact – If a Contact is selected here, documents will be sent to the
      Contact’s address instead of the company address specified on the Details1 tab.
    – A new Remittance Contact property is available on the Creditor Account Details 2
      tab.
• If a Contact is selected here, documents are sent to this address
  instead of the company address specified on the Details1 tab.

Lets Take a Look…

Clarity
Improvements

• Clarity Report Builder Upgrade
• A new Export to XLS Report button has been added to
  most reporting windows

• Improved options on Print to File Button within Clarity
  Reports

Backup &
Replicate Grid Settings

  • Added the ability to backup, restore and replicate user interface
    settings that are normally specific to each computer
      – Exogrid column settings, form sizes and positions, etc.
  • These settings can now be copied to the EXO Business database, then
    restored on another computer.
  • Saving grid settings to the database means you can:
      – Restore a user’s settings when they move to a new computer.
      – Have a user’s settings “follow” them from computer to computer.
      – Maintain consistent settings in a terminal server/cluster server
        environment.
      – Easily replicate the same settings across multiple computers.
      – Easily set up grid settings on a new computer for first time use.

Additional
Changes

 • GL Account Read-Only Access
    – Enabling this user profile restricts users to read-only access on the
      GL Account screen

 • Creditors Custom Filter SQL
    – It specifies a SQL filter that is applied to the Creditor Account,
      Purchase Order, Inwards Goods Receipts and Inwards Goods
      Costing, and Stock Items Transaction screens. Its primary purpose
      is to allow company reps to access a restricted view of the EXO
      Business database

Additional
Changes (cont.)

 • No longer possible to edit partly allocated invoices regardless of what
   is selected for the Permitted level of access to debtor transaction
   editing profile setting.

 • Now possible to edit the date on posted invoices again, but the date
   cannot be changed to a date outside the date ranges for the period
   originally assigned to the transaction

 • Double-clicking on the email address on the Details tab of the Debtor
   Account Details or Creditor Account Details screens now creates an
   email message to that address.

Additional
Changes (cont.)

 • New fields have been added to the SALESORD_HDR and
   PURCHORD_HDR tables:
    – CREATE_DATE – This field gets stamped with a datetime value
      when the order is initially created.
    – ACTIVATION_DATE – This field gets stamped with a datetime value
      when the order’s Not Processed.
    – FINALISATION_DATE – This field gets stamped with a datetime
      value when the order’s status becomes Fully Processed.
 • These fields allow better tracking of how long orders take
   to complete.

Noted Issues

• EXO v8.2 Requires SQL 2005 or later

• New Mailshot Emailing is for Debtors Statements only.
   – This will be rolled out to batch invoice printing and creditor
     remittance functions once “bedded in”

• Currently experiencing issues with Clarity 8.2 release
   – Advice is to use 8.1 version until this is resolved

• “Export to Excel Report” has better formatting, but
  report lines are created as images.

Questions for
your site……

• Upgrading
  – Does your site need to do a pilot?
  – What new profiles are affected?
• Dashboards/Widgets
  – How does this functionality affect your reporting or on
    screen requirements
• Analytics Module
  – Who else in your organisation might benefit from this
    information?

EXO Business
2011 Releases

• V8.1 – March 2011
  – Database performance & general enhancements
• V8.2 – June 2011
  – Business Analytics module & other reporting
    enhancements
• V8.3 – July/Aug 2011
  – EXO CRM Module
• V8.4 – Nov/Dec 2011
  – Maintenance release

Current Pricelist &
Annual Licence Fees

                                                        Software          Annual
Module                                                 (1-9 users)     Licence Fee
EXO Finance                                                  $2,995            $595
EXO Job Cost                                                 $2,245            $435
MYOB EXO Business Analytics – Additional User                $1,245            $225
EXO POS                                                      $1,245            $225
EXO Fixed Assets                                               $895            $175
EXO Servicable units                                         $1,245            $225
MYOB EXO Additional Companies (5 company pack)               $2,995            $595
 MYOB EXO and Flow Annual Licence Fees facilitate ongoing use of the software and all
                               Software updates

Helm’s other
Offerings...

• CRM Systems
  – Single database management of all Contact data
  – Management & visibility of Sales ‘Pipelines’

                 Web Ninja CRM
                   EXO CRM

Electronic Data
Integration – (EDI)
               Paper
              invoices
  S
  u
  p                        Scanned
  p
  l                                             MYOB EXO
  i                                             Database
                                      ABBYY
  e             PDF
              invoices               Software
  r
  s

         Electronic Data               Flow
               File                  Software

Helm growth

• New Team Members
 – Megan Best
   • Admin/Marketing Assistant
     (Part Time)
 – James Ward
   • Business Development/Systems Consultant
   • (Starts Tomorrow!!)

Thank you for attending