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In this release

SMS Definition

Administrators can now create SMS Designs with SMS Design types.

Bulk Activity Processing

Enables users to identify a group of timetabled activities and apply a process to them as a bulk operation.

Direct Bank Feeds for Reconcilliation

Improved automation for Direct Bank Feeds into Reconciliation Processing utilising the Open Banking framework.

Customer Snapshot

Enables customer service team members to quickly see an overview of customer information.

Renewed Reports

Leverage a refreshed report design that empowers users to streamline financial analysis.

Planning Period Management

Allows authorised users to begin the process of planning the timetable for a new academic period.

Content on Categories

Add content to category pages for an improved experience for your community.

Electronic Signatures on Forms

There are now two configuration types of Electronic Signatures available in Forms, Simple Sign and eSignatures.

Plus many more exciting features >

SMS Definition

Administrators can now create SMS Designs with SMS Design types.

  • Use the drag and drop template editor to create SMS templates
  • Improved performance with optimised SMS generation
  • Template editor shows preview in real time and also shows character count
Fabric

Bulk Activity Processing

Enables users to identify a group of timetabled activities and apply a process to them as a bulk operation.

  • Apply filters to identify the list of activities that require adjustment
  • Manually tweak the list to exclude specific activities, even if they satisfy the filter criteria
  • Assess the viability of potential adjustments to check for potential issues
  • Apply changes in one operation

Timetabling & Scheduling

Direct Bank Feeds for Reconcilliation

Improved automation for Direct Bank Feeds into Reconcilliation Processing utilising the Open Banking framework. There is no longer the need to manually download and upload bank statement files for Reconcilliation Processing.

  • Users can choose to activate a direct bank feed of transactions from their banking institution
  • Bank transactions are then automatically available within TechnologyOne for Reconcilliation Processing

Financials

Customer Snapshot

Enables customer service team members to quickly see an overview of customer information.

For the selected customer, users can display:

  • View relevant customer information
  • See requests, interactions, outstanding debts, animals, applications and infringements
  • Edit customer details and communication methods instantly from the workspace

DXP Local Government

Renewed Reports

Leverage a refreshed report design that empowers users to streamline financial analysis.

A simple and familiar Excel interface for users to easily consume data and perform additional analysis as required.

  • Shipped Financials reports previously in Crystal have been converted into XLOne
  • XLOne reports have a refreshed look and feel
  • Further enables users to analyse data, streamline financial analysis and self-serve customising reports to suit their needs

Financials

Planning Period Management

Allows authorised users to begin the process of planning the timetable for a new academic period.

  • Extend the current timetable for the institution into the future to accomodate forward planning
  • Populate the future timetable with a copy of data from a previous academic period
  • Transpose weeks of the populated timetable to account for shifting holidays
  • Assign permissions to users based on the permissions they had in a previous academic period

Timetabling & Scheduling

Content on Categories

Add content to category pages for an improved experience for your community.

  • Increase community satisfaction by communicating content in a more engaging way
  • Add content onto category pages within the Knowledge Base
  • Allow users to provide feedback on category pages to improve content quality
  • AI-powered search allows users to find content on category pages

DXP Local Government

Electronic Signatures on Forms

There are now two configuration types of Electronic Signatures available in Forms, Simple Sign and eSignatures.

  • Allows electronic signature capability
  • Simple Sign: Provides a signature type question that can be configured in the form and allows users to draw signatures on the form
  • ESignatures: Integrates with third party electronic signature vendors, currently DocuSign

Fabric

Other enhancements

Our goal is to deliver enterprise software that’s incredibly simple to use. That's why, for every release, we are focused on enhancing our product capabilities and ensuring we meet industry standards to create a seamless experience for our customers.

  • Product Enablement

    • Survey Enhancements

      Functionality improvements to Surveys and simplified user experience.

    • Ability to Restrict Entity Attachments

      Provides additional security to view confidental and restricted attachments within a Business Process via New Permissions.

    • Filter Users Available for Selection in Business Process

      Allows for the selection of users in a Business Process based on criteria to bring back limited records for easier selection.

    • Copy a Process Task and Task Actions

      Provides the functionality to copy and duplicate a Business Process task and Task Actions.

    • Stakeholder Management (SHM) Enhancements

      Improvements to various SHM tools, such as Simple Registers, Interactions and Correspondence.

    • Workplace Enhancements

      Enhancements to themes that enable administrators to view and change colour elements, and improvements to breadcrumb functionality.

    • Email Enhancements

      System administrators can now easily check the send status of emails, and the success or failure of emails sent from their system.

    • User Activity Improvements

      Improvements that enable more logging information to be available when investigating user’s function access.

    • Permission for Viewing Audit Details

      Prevent unauthorised users from seeing audit details with a new permission.

  • Financials

    • Improved Documentation

      Streamline administration through renewed system variable, permission, and error message information.

    • Malaysian GST Returns

      Manage all Malaysian GST reporting requirements within CiA.

    • Enhanced Intelligent Transaction Automation

      Improvements to intelligent processing of documents that provide additional automation and exception handling capabilities.

    • Enhanced Travel & Expenses

      Enhancements to the user experience for travel and expense processing through new and improved administrative controls, and greater support for spilt costing.

    • DXP Easy Submit of Expenses

      A simplified user experience for the submission of expense claims and purchase card reconciliation in a single-step process.

    • AR eInvoicing

      Provides the ability to send Financial Debtor eInvoices and receive response messages via the secure Peppol network.

    • AP eInvoicing

      Improvements to supplier communication via AP eInvoices response messages.

  • Enterprise Cash Receipting

    • Maintain Line Definitions

      Administrators are now able to create and maintain Line Definitions in CiA.

    • Maintain Customer Definitions

      Allows a receipting administrator to create and maintain Customer Definitions in CiA.

    • Maintain Processing Rules

      A receipting administrator can create and maintain Processing Rules for processing payment files within CiA.

  • Supply Chain Management

    • Sales Orders

      Allows Sales Officers to create, amend, and process Customer Sales Orders in CiA.

    • EDI Goods Receipts Notice

      Supports the EDI transmission of an approved Goods Receipt to the Supplier to notify them of items received.

    • Purchasing RCTI

      Provides the ability to automatically generate a Recipient Created Tax Invoice (RCTI) for a Goods Receipt for enabled Suppliers.

    • Enhanced Sourcing Evaluations

      Enhancements that enable Tender Evaluation teams to support multiple submissions in a single evaluation screen and easily track progress.

    • Instantaneous Pricing Synchronisation

      Improvements that enable the pricing synchronisation process to run instantaneously when a product is created or modified.

  • Enterprise Asset Management

    • Fixed Assets Worksheet BPAs

      A BPA can be enabled on each worksheet function and displays actions on the worksheet screens. This allows users to progress according to the configured business process.

    • Field App – Enable Indoor Mapping

      Indoor Mapping is now available offline as part of the standard Field App functionality.

    • Enhanced Synchronisation Options on Field App

      Provides more granular options for data synchronisation, including the ability to synchronise individual work orders, only allow synchronising over WiFi networks, and display synchronisation progress for tasks.

    • Publish Work Order Resource Estimates from Plans

      Users can now update work orders with resource estimates from Plans rather than initially estimating on work orders.

    • Treatment Triggers New Degradation Curve in SAM

      A treatment can now trigger a change in the degradation curve in a SAM model.

    • Enable Multiple Versions within an IPO Worksheet

      Users can now perform various ‘what if’ scenarios and select the preferred version on finalisation.

    • Editable Grids for Work Order Resource Sections

      Enables grid view cells on each resource section of a work order to be edited directly.

  • Spatial

    • Enhanced Splash Screen and Overview Panel Templates

      GIS Administrators have the ability to create richer splash screen and overview templates in CiA.

    • OAuth Support for ESRI Rest Data Sources

      Provides OAuth support for ESRI Rest services, allowing organisations to securely import data from their ESRI data services.

    • Spatial Platform Updates

      Updates include projection library enhancements that allow more seamless on-the-fly reprojection of map layers.

  • Human Resources & Payroll

    • Recruitment Selection Criteria Enhancements

      Enhancements that support a structured and consistent recruitment approach, including response scoring and guidance, and the ability to select questions from a library and add them to an application process.

    • Requesting Part Day’s Leave

      Users can now request part day’s within a longer leave request.

    • Connect to Your LMS

      Connect to the Learning Management System (LMS) of your choice, start online training from your TechnologyOne system, and publish outcomes directly to the employee record.

  • Property & Rating

    • District to Regional Council Data Sharing

      Enables core data sharing required to support rating between NZ district and regional councils.

    • Simplified Enquiry for Applications

      Provides a user-friendly, simple enquiry and application process for permits and licences in the CiA customer portal.

    • Document Definition Changes

      Provides the ability to configure and use DocOne templates within Document Definitions for Rates and Revenue, removing the need to maintain Crystal Reports for Stationary needs.

  • Enterprise Content Management

    • SharePoint Connect

      Archiving documents from SharePoint is now provided with SharePoint Connect, enabling advanced information governance within Enterprise Content Management.

    • New Shipped Reports

      Expanded reporting capabilities for Business Process tasks, including reports for Completed, Overdue, and Outstanding tasks.

    • New Data Sources

      Provides access to Audit Data Sources enabling users to review audit related events for document location movements.

  • Corporate Performance Management

    • Concurrent Users Editing a Budget Pack

      Allows multiple users the ability to concurrently edit a budget pack.

    • Copy Worksheet Rows

      Conveniently and efficiently copy Worksheet Rows within the budget pack.

    • Analytics Visualisations as a Filter

      Enables users to select an Analytics Visualisation to filter results across an Analytics Dashboard.

    • Analytics Visualisation, Content Actions

      Launch an action with content from a variety of visualisations in a single click.

    • Menu Visualisation Enhancements

      Simply configure menus with new enhancements that offer a variety of options such as font size, images, separators, and labels.

    • Copy Data Model Queries

      Users can now copy a query from another data model into the one they have opened, saving time and effort.

    • Bulk Compare Reports

      Automatically generate a comparative report from both Ci and CiA versions of the XLOne report within the migration process.

    • XLOne Designer, Create Report

      XLOne Report Designer has the ability to guide a user through the basics of creating an XLOne report from an Excel Worksheet.

    • XLOne, Adjust Report Criteria at Runtime

      Users can now adjust their report criteria at runtime, offering greater flexibility when running an XLOne report.

  • Student Management

    • Unique Student Identifier (USI) Improvements

      Provides real-time validation of USIs during the CiA application and enrolment processes, staff involvement is only required for USI exemptions and other exception processes.

    • eCAF Cycle Changes (API Integrated BPA Forms)

      eCAF BPA Forms that integrate with the Government eCAF System enabling providers to transition off ‘Provider eCAFs’.

    • Student Portal Usability Improvements

      Usability improvements that provide students with an improved experience of the Student Portal.

    • UK Compliance Cycle Changes (HESA Returns)

      Allows users to adhere to the latest specifications for key HESA Data Collections.

  • DXP Local Government

    • Content Templates

      Leverage the existing templates feature within the knowledge base to allow knowledge engineers to add sections directly into the content editor.

    • Knowledge Engineering Permissions

      Limit access of specific information and services within the Knowledge Base to certain groups of users within the council.

  • Timetabling & Scheduling

    • Timetable Grid View

      A grid view of the timetable that gives users a visual representation of the scheduled day and time, and highlights potential alternatives. Enabling a pick up and drop function that can be initiated using a mouse or touch screen.

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