Unit4 ERP (Agresso) 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 (Agresso)
Unit4 ERP (Agresso) 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
Customer Portal pack pricing
Our core Customer Portal solution is available through our Customer Pack, with the optional extra functionality available via the four packs below this. You can either sign up on an annual or monthly basis, with the prices for both available to view.
Customer Pack
£500 (Monthly cost billed annually)/£750 (Billed monthly)
Our Customer Pack is our core self-service portal functionality, and enables you to sign-up to 10,000 of your customers. You benefit from the following features through this pack:
- Enable your customers to view and amend their own masterfile details, which can be checked and approved via workflow
- Allow customers to view, search and download their invoices and payment plans by status, dates and amounts
- Give customers the ability to view their transactions, as well as download a CSV of them
- Display customer notices within one centrally managed location
- Customise the portal to meet your own branding guidelines
- Secure customer logins via two-factor authentication should you wish to
- Make users accept your terms and conditions before they are able to use the portal
- Benefit from on-going support for the portal via our Support Desk
Payment Pack
Dependant on provider
In addition to all the functionality included within the Customer Pack, you will also be able to:
- Receive customer payments through the portal
- Have portal payments automatically matched to the correct invoice
- Choose your payment provider. We work with WPM or Stripe out of the box, although we can work with the vast majority of providers.
- Accept anonymous payments (e.g. from students' parents)
Integration Pack
+£100/£150
In addition to all the functionality included within the Customer Pack, you will also be able to:
- Integrate the portal into your website for a seamless user experience
- Provide single sign-on access to your customers
Live Chat Pack
+£100/£150
In addition to all the functionality included within the Customer Pack, you will also be able to:
- Provide live chat support, enabling your customers' queries to be resolved quickly and efficiently
API Pack
+£200/£300
In addition to all the functionality included within the Customer Pack, you will also be able to:
- Provide an API to enable your customers to extract their invoice information
Unit4 ERP (Agesso) 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
Supplier Portal pack pricing
Our core Supplier Portal solution is available through our Supplier Pack, with the optional extra functionality available via the three packs below this. You can either sign up on an annual or monthly basis, with the prices for both available to view.
Supplier Pack
£500 (Monthly cost billed annually)/£750 (Billed monthly)
Our Supplier Pack is our core self-service portal functionality, and enables you to sign-up to 5,000 of your suppliers. You benefit from the following features through this pack:
- Enable you suppliers to view and amend their own masterfile details, which can be checked and approved via workflow
- Allow your suppliers to view, search and download their invoices
- Give suppliers the ability to check the status of their invoices and view your next payment date
- Receive indexed invoices from your suppliers to documents for registration
- Modulus checking of bank details and ability to request suppliers upload verification documents to document archive for changes
- Customise the portal to meet your own branding guidelines
- Secure supplier logins via two-factor authentication should you wish to
- Make users accept your terms and conditions before they are able to use the portal
- Benefit from on-going support for the portal via our Support Desk
Integration Pack
£100/£150
In addition to all the functionality included within the Supplier Pack, you will also be able to:
- Integrate the portal into your website for a seamless user experience
- Provide single sign-on access to your suppliers
Live Chat Pack
£100/£150
In addition to all the functionality included within the Supplier Pack, you will also be able to:
- Provide live chat support, enabling supplier queries to be resolved quickly and efficiently
API Pack
£200/£300
In addition to all the functionality included within the Supplier Pack, you will also be able to:
- Accept UBL or CII invoices and have them translated to EI02 in order for them to be sent to your Unit4 Business World (Agresso) system
- Provide an API via the portal, which your suppliers can use to connect their finance systems and multiple invoice documents (e.g PDF, JPG, tiff) with basic information to be imported via EI02/DS05
Build your own quote in four easy steps
1: Select your portal/portals (There is a significant discount should you buy more than one portal at the same time)2: Select your functionality packs
3: Use the slider to select active portal users, note this can be less than your active Unit4 ERP suppliers / customers / resources. For example you may have 15000 suppliers but only want your top 5000 to use the portal
4: Choose whether you would like to sign-up on a monthly or annual basis (Please note the monthly option is only available for either 5,000 suppliers / employees or 10,000 customers)
Select your Portal/Portals
Expected active portal users
5000
(can be less than Unit4 ERP active suppliers / customers / resources)
Additional Packs
We're happy to discuss any bespoke requirements you may have. Some may even be free of charge if they're quick and simple.