Unit4 ERP Portals from ERP APPs^
Customisation free, real-time interaction for stakeholders, with your Unit4 ERP system
Supplier, Customer, Resource self service for Unit4 ERP (ERPx, Business World or Agresso) with features such as:
- Card payments and invoice matching
- Supplier sign up, expense or any other Forms available to the web online
- Unit4 ERP RCP (Research Costing and Pricing) data entry
- Automated checks using HRMC, Companies House, EU Vat checking and Credit Safe.
- Open Banking integration for secure bank details update
Save time & money by enabling your customers and/or suppliers to manage their account via our self-service portals that are integrated with Unit4 ERP.
Unit4 ERP Customer Portal
Save internal time, reduce costs and enhance your customer experience with our innovative self-service portal, which enables your customers to manage their own account and make payments 24/7.
- Receive online card payments from customers which are then automatically matched to the correct invoice within your Unit4 ERP (Agresso) system
- Integrations with Flywire, STRIPE, WorldPay, WPM and we can integrate with any other payment gateway (Within reason)
- Enable your customers to view and amend their details, which you can then check and approve via workflow
- Allow your customers to search, view and download their own invoices, transactions and payment plans
- Accept anonymous payments (e.g. from students’ parents)
- Option to secure all customer logins with two-factor authentication
- Can be customised to meet your own branding guidelines
- Communicate with customers through notices and live chat
- Self-install and configure the portal quickly and easily
- Integrate the portal into your website for a seamless user experience
- Provide single sign-on access for your customers
Unit4 ERP Supplier Portal
Increase the efficiency of your accounts payable team by enabling your suppliers to view and manage their own account via our innovative self-service portal.
- Enable your suppliers to view and amend their details, including business, bank and contact information. This can be passed to workflow for checking and approval
Allow your suppliers to search and view their own invoices, as well as download a CSV - Give your suppliers the ability to check the status of their invoices and view your next payment date
- Your suppliers can submit indexed invoices to be automatically imported into documents for registration
- Accept UBL or CII invoices and have them translated to EI02 in order for them to be sent to your Unit4 ERP (Agresso) system
- Option to secure all supplier logins with two factor authentication
Suppliers only need to sign up once for all their customers - Can be customised to meet your own branding guidelines
- Communicate with suppliers through notices and live chat
- Self-install and configure the portal quickly and easily
- Fulfils new EU local government electronic invoicing standard
- Use in conjunction with our Invoice Automation solution to further increase the efficiency of your AP team gathers the information into sections
Unit4 ERP Forms Portal
Open up forms to the world wide web by letting people fill them in from anywhere. Used with Unit4 forms and integrated with ERP workflow and document archive
- Create unlimited number of forms available on the web
- Dynamically hide and show fields or sections
- 390+ excel style formula to automate input (coming soon)
- Modulus checking of bank details and upload of verification documents to document archive
- Workflow Integration
- Document Archive Integration
- No customisation required
- Documentation to self deploy avoiding consultancy costs if you have in house skills
- Production and Test Systems
- Regular updates and improvements
(ERP forms license required if you wish to use that, as well as ERP 7.8+)
Unit4 ERP Resource Portal
Let your “arms length” resources manage and access their own details and documents over the web, build them bespoke pages for example to show pension details, enter expenses or time
- View and change their masterfile data
- View their documents directly from the ERP archive
- Modulus checking of bank details and upload of verification documents to document archive
- The ability to stop resources using the system without first accepting your bespoke terms and conditions
- 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 resource accounts
- Admin logging and email bounce notifications
- 5000 active portal accounts (more can be purchased)
- Regular updates and improvements
Unit4 ERP RCP Data Portal
Users can interact with the ERP system to provide information to RCP projects without ever having to log into Unit4 ERP.
links to anyone, even external people Functionality can be expanded to other areas of the system if required
Get your product tour for customer and supplier portals ^
Send us a message to know more
