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WHAT’S NEW IN ANYTIME
 COLLECT VERSION 2.0.4.4




  January 2, 2012
  11:30 AM to 12:00 PM EST

  by James Mallory




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
The Future Is Now

  • Technology Upgrade – ASP.NET
     • Replaces antiquated Silverlight platform
     • Future of 100% web-based application
  • Dashboard/Portal
     •   New Dashboard Home with Anytime Collect News
     •   New Dashboard with More Information
     •   New Customer Portal
     •   Days Sales Outstanding (DSO) Trending
     •   More Information Online
     •   New Site Configuration Options
  • Semi-Automatic, Rules-Based Communication
  • Windows 8 Executive Dashboard



                               http://portal.anytimecollect.com
e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Technology Update


  • Microsoft Silverlight
     •   Silverlight 1 Released in 2007
     •   Application framework for rich Internet apps
     •   Silverlight 5 Released in 2011
     •   Limited Browser Support (IE Only)
     •   XAML – Extensible Application Markup Language
         • Foundation for Windows Presentation Foundation (WPF)
         • Windows 8 XAML/Jupiter Version
  • Anytime Collect Dashboard 2.0.4.4
     •   100% ASP.NET Dashboard & Customer Portal
     •   Supports All Browsers (IE, Chrome, Firefox, Safari, Opera, Android, etc.)
     •   Future platform for 100% web-based Anytime Collect application
     •   Client Application currently requires Silverlight (IE or Other with Plug-In)



e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Anytime Collect Timeline

                                                                                      2012
                                                                                OEM with Epicor
     2008                                   2010                                  Windows 8
    Accounts                           Anytime Collect                             Executive
   Receivable                            rebranding.                              Dashboard.
 Management for                       Application ported                          MS Dynamics
  Sage 500 ERP                          to MS Azure                               Integrations.




                        2009                                     2011                                    2013
                   e2b collect.net                         Added integrations                      Web Version for
                   rewrite in .NET                          for Sage 50, Sage                      Silverlight Client.
                                                             100, Sage 300,                        Roadmap Planning
                  Launched in early                            Quickbooks
                       2010                                                                           (See Below)




   2013-2014 Development Priorities
       -Payments from Customer Portal        -Credit reports /credit management         -Improved Ease of Use
       -Metro 2 Reports / Agency Market      -Sales Order & Invoice Detail sync         -All-In-One Customer View
       -Windows 8 Development                -Additional Integrations                   -Improved workflow & reporting

e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal - Home




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal - Dashboard




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
DSO Trend




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – My Accounts




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Inquiries - Statement




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Inquiries - Communication




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Inquiries - Invoices




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Inquiries - Payments




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Portal – Site Configuration




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Windows 8 Executive Dashboard




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Windows 8 Executive Dashboard




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Windows 8 Executive Dashboard




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Windows 8 Executive Dashboard




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Sales Order & Invoice Detail

  •   Currently Available for Sage 500 ERP
  •   Available for Other ERP by Request or Future Release




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Automated Communications




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Email Signatures




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Email Signatures




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Assign Tasks in Communications




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Tagged Invoices to Activities in Accounts Grid




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Open Task from Tasks & Activities View




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Search from Views

  You can now select customers and drill-down into information from views on the
  My Collections screen.

  1.    Go to My Collections
  2.    Select a view (e.g., payments or invoices)
  3.    Double-click on any customer record
  4.    The customer selected navigates to the account record in the accounts grid

  This is useful if you want to use any data in the views to select a customer. For
  example, filter by invoice information to see who you should call. Filter by recent
  payments to find out which tasks you can cancel. Etc.




e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
We also…

     We also develop other business to business solutions for the cloud and resell
     ERP and CRM software. Some of our applications include:




          And More!


e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
Summary

  • e2b teknologies is dedicated to embracing new technologies to improve
    Anytime Collect for current and future customers
  • We are moving Anytime Collect to a technology platform that is open and
    accessible to anyone, anytime, anywhere via secured browsers on any device
  • Future development plans call for expanded capabilities including online
    customer payments as well as improved workflow, reporting, and access to
    more information than ever before


                                              Questions?

                                                 James Mallory
                                             jmallory@e2btek.com
                                               440.352.4700 x229


e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com

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What's New in Anytime Collect 2.0.4.4

  • 1. WHAT’S NEW IN ANYTIME COLLECT VERSION 2.0.4.4 January 2, 2012 11:30 AM to 12:00 PM EST by James Mallory e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 2. The Future Is Now • Technology Upgrade – ASP.NET • Replaces antiquated Silverlight platform • Future of 100% web-based application • Dashboard/Portal • New Dashboard Home with Anytime Collect News • New Dashboard with More Information • New Customer Portal • Days Sales Outstanding (DSO) Trending • More Information Online • New Site Configuration Options • Semi-Automatic, Rules-Based Communication • Windows 8 Executive Dashboard http://portal.anytimecollect.com e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 3. Technology Update • Microsoft Silverlight • Silverlight 1 Released in 2007 • Application framework for rich Internet apps • Silverlight 5 Released in 2011 • Limited Browser Support (IE Only) • XAML – Extensible Application Markup Language • Foundation for Windows Presentation Foundation (WPF) • Windows 8 XAML/Jupiter Version • Anytime Collect Dashboard 2.0.4.4 • 100% ASP.NET Dashboard & Customer Portal • Supports All Browsers (IE, Chrome, Firefox, Safari, Opera, Android, etc.) • Future platform for 100% web-based Anytime Collect application • Client Application currently requires Silverlight (IE or Other with Plug-In) e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 4. Anytime Collect Timeline 2012 OEM with Epicor 2008 2010 Windows 8 Accounts Anytime Collect Executive Receivable rebranding. Dashboard. Management for Application ported MS Dynamics Sage 500 ERP to MS Azure Integrations. 2009 2011 2013 e2b collect.net Added integrations Web Version for rewrite in .NET for Sage 50, Sage Silverlight Client. 100, Sage 300, Roadmap Planning Launched in early Quickbooks 2010 (See Below) 2013-2014 Development Priorities -Payments from Customer Portal -Credit reports /credit management -Improved Ease of Use -Metro 2 Reports / Agency Market -Sales Order & Invoice Detail sync -All-In-One Customer View -Windows 8 Development -Additional Integrations -Improved workflow & reporting e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 5. Portal - Home e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 6. Portal - Dashboard e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 7. DSO Trend e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 8. Portal – My Accounts e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 9. Portal – Inquiries - Statement e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 10. Portal – Inquiries - Communication e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 11. Portal – Inquiries - Invoices e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 12. Portal – Inquiries - Payments e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 13. Portal – Site Configuration e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 14. Windows 8 Executive Dashboard e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 15. Windows 8 Executive Dashboard e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 16. Windows 8 Executive Dashboard e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 17. Windows 8 Executive Dashboard e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 18. Sales Order & Invoice Detail • Currently Available for Sage 500 ERP • Available for Other ERP by Request or Future Release e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 19. Automated Communications e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 20. Email Signatures e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 21. Email Signatures e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 22. Assign Tasks in Communications e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 23. Tagged Invoices to Activities in Accounts Grid e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 24. Open Task from Tasks & Activities View e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 25. Search from Views You can now select customers and drill-down into information from views on the My Collections screen. 1. Go to My Collections 2. Select a view (e.g., payments or invoices) 3. Double-click on any customer record 4. The customer selected navigates to the account record in the accounts grid This is useful if you want to use any data in the views to select a customer. For example, filter by invoice information to see who you should call. Filter by recent payments to find out which tasks you can cancel. Etc. e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 26. We also… We also develop other business to business solutions for the cloud and resell ERP and CRM software. Some of our applications include: And More! e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • 27. Summary • e2b teknologies is dedicated to embracing new technologies to improve Anytime Collect for current and future customers • We are moving Anytime Collect to a technology platform that is open and accessible to anyone, anytime, anywhere via secured browsers on any device • Future development plans call for expanded capabilities including online customer payments as well as improved workflow, reporting, and access to more information than ever before Questions? James Mallory jmallory@e2btek.com 440.352.4700 x229 e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com