ERP Portal-Customers

Customisation free, real time interaction with your standard Unit4 ERP or ERPx setup including card payments and income matching using multiple payment gateways of your choosing

Reduce your AR overheads

Customers can view their invoices and make card payments which are almost immediately matched against the transactions in ERP reducing any need for manual matching. Use our extended payment pack to centralise your payments and take advantage of automatic coding in your ERP, significantly reducing the manual work AR need to do.

Out of the Box

Reduce AR overhead by allowing Customers access to:

Screenshot of the ERP customer portal
  • ✓ View and change their masterfile data
  • ✓ View and search their invoice transactions by status, dates, amounts
  • ✓ View open invoice transactions
  • ✓ View statements and reminders
  • ✓ Submit direct debit requests

Also included is

  • ✓ Modulus checking of bank details and upload of verification documents to document archive
  • ✓ The ability to stop customers using the system without first accepting your bespoke terms and conditions
  • ✓ Form configuration to onboard customers to Business World Supplier Masterfile
  • ✓ Workflow Integration
  • ✓ Document Archive Integration
  • ✓ No customisation required
  • ✓ Documentation to self deploy avoiding consultancy costs if you have in house skills
  • ✓ Your organisations branding
  • ✓ Production and Test Systems
  • ✓ Bulk onboarding of existing customer accounts
  • ✓ Admin logging and email bounce notifications
  • ✓ 10,000 active portal accounts (more can be purchased)
  • ✓ Regular updates and improvements

Available Features

Our modular functionality allows you to choose the features you like and not have to pay for those you don't. We're also constantly improving our existing features. We are always more than happy to discuss any specific requirements you may have.

Tailor fit

Our included no code solution to allow you to customise the edit details page or even add your own new pages:

  • ✓ Utilises flexifields and relations
  • ✓ Display documents attached to customer or client
  • ✓ Add upload document sections
  • ✓ Customisable per customer, or at a group level

Web Payment Pack

Additional cost

An online payments portal integrating with FLYWIRE, WORLDPAY and STRIPE out of the box or almost any other provider, allowing:

You can even define which payment gateway should be used by individual customers, ensuring the maximum flexibility for your AR team

  • ✓ Invoice payments by a customer
  • ✓ Payment transactions automatically passed back to business world and matched to invoices

Extended Payments

Included with web payment pack

  • ✓ Integrate other systems into the portal payment system
  • ✓ Centralise your payment providers payments
  • ✓ Payment transactions automatically passed back to business world and matched to invoices / customers or just directly to the general ledger
  • ✓ Validation of a key field to ensure the customer is making the correct payment

FAQ and Deployment

Read about our deployment and regular FAQs

FAQ