Improved Organizational Controls

As the landscape changes, businesses need to focus on improving organizational controls and internal controls.

Improved organizational control will become steadily critical as the business changes and grows, and for improved real-time decision making by the leadership team.

EFT NACHA Conversion

SYSPRO’s Electronic Funds Transfer module creates an XML file to facilitate the processing of electronic payments for Accounts Payable suppliers and user-defined Cash Book beneficiaries. The EFT NACHA Conversion extends this capability for customers in North America by including a specific payment file format that is required by the National Automated Clearing House Association (NACHA) to execute a mass payment batch.


Electronic Invoicing Support

We are introducing a platform to manage electronic invoicing in compliance with country-specific regulations as paper based and emailed PDF invoices no longer satisfy the compliance requirements of many tax authorities. This enhancement allows you to partner with specialist software providers or build customized integration to e-invoice platforms.

In SYSPRO 8 2024, you can enable the E-invoicing required setup option against all or selected customers to create an invoice in electronic format that can only be printed when the electronic invoice reaches a status that satisfies the requirements for printing as set by the specific country’s mandate, for example only when the e-invoice is set to complete.

Dated Exchange Rates

SYSPRO’s Dated Exchange Rates feature allows companies operating in global, multi-currency environments to capture buying and selling exchange rates for specific dates or date ranges. They can then use the effective dates from transactions to pick up dated exchange rates in Accounts Payable, Accounts Receivable and Cash Book Revaluations for translation into the local currency. This feature not only simplifies International Financial Reporting Standards (IFRS) compliance, but also allows users to easily translate foreign currency transactions with increased accuracy.

Dimension Analysis

SYSPRO's Dimension Analysis feature extends the product's financial reporting capability by offering you a multi-dimensional detailed view of your financial data and allowing you to slice-and-dice data according to your requirements with minimal effort.


Group Payments

The Group Payments feature simplifies the payment procedure by letting you process a single large payment against supplier or customer groups instead of having to make smaller individual payments.

From the SYSPRO 8 2022 release, these consolidated payments can be processed across multiple SYSPRO companies to support businesses that share customers or suppliers within a group and wish to process payments centrally. With this feature, intercompany entries are automatically generated and supplier payments and customer receipts are processed in a single transaction.


Document Services: AP Invoice Automation

The AP Invoice Automation feature centers on a form recognition solution (powered by Azure Cognitive Services) that enables the digitization of AP invoice data directly from physical forms, streamlining data entry and expediting the three-way invoice matching process.

SYSPRO data is extracted from invoices and automatically matched to existing information in the system. A key advantage is its integration with the holistic SYSPRO solution to offer a single point of communication, eliminating the need for disparate systems. License bundles of Document Services credits allow for the seamless integration and use within the three-way GRN matching solution.


SSO Identity Provider Integration

Enhancing user convenience while fortifying system security, the SSO Identity Provider Integration feature empowers users to access SYSPRO using trusted identity providers, creating a unified and secure authentication flow.

Once authenticated, SYSPRO users are automatically logged in, without them having to enter the traditional SYSPRO username and password.


SSO using Active Directory

SSO using Active Directory in SYSPRO provides a simple to setup and robust method of using Microsoft Active Directory (AD) to control SYSPRO users.

Once configured, it enables a complete single sign-on experience as SYSPRO users are authenticated by Microsoft Windows and then simply use a shortcut to run SYSPRO without being prompted for a user name and password at the login screen.

It means that a SYSPRO site can use Microsoft Active Directory (AD) to add, change, disable and delete operators virtually seamlessly. Any changes to user attributes automatically reflect against the SYSPRO operator without manual intervention.


Multi-Factor Authentication

Multi-Factor Authentication is a process that identifies a user by validating two or more authentication methods from independent credential categories. This ensures that a user is only granted access after successfully presenting two or more pieces of evidence to the authentication mechanism.

In SYSPRO, the traditional user name and password has been bolstered by the addition of Email and Google authentication to improve security during the login process.


SQL Managed Instance

SYSPRO running on Azure provides you with a choice of running SQL Managed Instance or SQL Server running on a Virtual Machine (VM).

With SQL Managed Instance – a cloud-based managed database - you provision the SQL environment based on CPUs, Memory and Disk usage, and SQL Server is automatically configured and enabled for you. There is, therefore, no need for you to provision a separate Windows Server VM and then install and configure SQL Server.


Security Dashboard

Configuring security and ensuring consistency across various operators is a complex process that typically involves a number of programs.

SYSPRO's Security Settings Dashboard program lets SYSPRO administrators query operator security settings within a single program.


Tax Connectors

The Tax Connectors feature caters for integrating to cloud-based tax calculation systems (e.g. Avalara and Vertex) which allows you to remain compliant when facing complex tax scenarios. Seamless interaction is made possible using a pre-built connection that establishes a direct link between SYSPRO and the relevant platform.


WIP by Branch

The WIP by Branch feature extends ledger integration options to include integration at branch level (only job classification was available before). This means that each branch and job classification can have separate WIP ledger control accounts. Previously, you could only define a single WIP control account and WIP variance account per company.

You can enable WIP branches for the following:

  • Jobs
  • WIP inspections
  • Job numbering
  • Job classification


Digital Tax Tool

The Digital Tax System feature lets you generate tax returns for electronic and/or manual submissions. This is in response to tax authorities around the world increasingly requiring businesses to submit VAT and GST returns in an electronic format.

The feature also assists with tax queries and reconciling VAT entries from the transactions in the company’s general ledger.


WIP Shift Patterns

The WIP Shift Patterns feature lets you establish schedules with different activities for work centers and machines within manufacturing and distribution facilities. Previously, you were restricted to allocating a full day for a specific activity.

Shift patterns can be defined at various levels (i.e. company, site, work center, production line, warehouse or machine) and a work day can have multiple shifts with different start and end times to accommodate shift requirements.

Allocating maintenance times ensures that machine time can't be booked for production time (i.e. avoids different activities coinciding at the same time on the same machine).


Dunning System

The Dunning System feature manages the generating and distributing of periodic reminders for unpaid invoices.

This helps streamline the credit management process and reduce the risk of incurring bad debts. Once configured, the process can be automated to routinely send out payment notifications.


Multi-currency Payments

The Multi-currency Payments facility lets you make payments to a supplier and receive payments from a customer in a different currency. It lets you manage funds across various currencies and countries, reducing the risk of errors arising from manual calculations. It eliminates the need to process receipts and payments in alternate currencies and provides a complete audit trail of the transactions.


GL Balancing Tool

This program lets you balance SYSPRO sub modules to General Ledger, allowing you to detect discrepancies between them. These discrepancies can occur because of data corruption (e.g. power outage during posting) unposted journal entries or journals being edited before posting to General Ledger. It is important that you resolve discrepancies, as inaccurate financials will have a detrimental effect on your financial reporting and planning.


Server-side Printing

SYSPRO Reporting Services lets you produce professional, customized reports and documents. These can be produced on the server, freeing up valuable resources on the client workstation.

The server manages the running and scheduling of reports and documents and only a PDF viewer is required on the client (i.e. no run-time is needed).


VAT reverse charges for tax submission

The VAT reverse charges for tax submission feature lets you record VAT which would've been paid by a company if services were procured from within their EU state, but which were in fact procured from another EU state. It caters for VAT requirements in UK and EU countries that need to disclose reverse charges when submitting tax reports.


The feature lets you configure control account integration to General Ledger in detail. Previously, transactions to control accounts were consolidated and written to the ledger in summary, regardless of your integration level. The detail lines are now printed on distribution reports and can be viewed using the GL Query program as well as from within the relevant ledger journal maintenance program.