Unit4 ERP Customer & Supplier Portals
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: Key features and benefits
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 payments from customers which are then automatically matched to the correct invoice within your Unit4 ERP (Agresso) system*
- 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
- Customers only need to sign up once for all their suppliers
- 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: Key features and benefits
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
