AppsForOps 3.5 Release Notes

Introduction

AppsForOps is proud to release AppsForOps 3.5 which provides a host of new and improved features and functionality across a number of areas in the AppsForOps platform.

What’s New in this Release?

Here are a few of the areas that contain updates in this release:

Employee 360
Expense Claim
My Dashboard
Task+
Time Off


Employee 360

Use Employee 360 to store all information on your employees: employment details including salary package information, bank details, emergency contact information, memorable dates, documents and more.

Employee Onboarding Wizard

There is an all new Employee Onboarding Wizard which makes adding new users a snap. You can enter all Employee details from scratch, use an existing Employee as a starting point or even use an Employee Template as a starting point.

You can check it out here:
Menu > Employee 360 > Create

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AppsForOps User Type: Premium User vs. Standard User

Many of our customers and partners have asked us for the capability to restrict a user to just be able to see certain parts of the AppsForOps platform.

For example:
You may want a contractor just to be able to submit Timesheets or a company that you are doing work for to just be able to submit Task+ items. In both scenarios you may not want them to see any internal items like Newsfeed, Polls or even to be able to see Customer 360 or Employee 360.

The good news is that you can now do this by changing the user to a Standard User and then by selecting which of the following apps you would like them to see:
Directory, Expense Claim, Expense Pre-approval, Invoice, My Profile, Receipt & Bill, Scheduler, Task+, Timesheet and Travel Request.

This will restrict their AppsForOps access to just be able to see their task list and have access to the selected apps.

You can check it out here:
Menu > Employee 360 > Open an Employee record > Employee Details > AppsForOps User Type

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Expense Claim

Used where personal funds have been used to pay for something for the business and reimbursement is needed.

Expense Claim allows any employee to digitally submit, track and get their expenses reimbursed. It allows for customisable levels of approval, digital receipt storage, full reporting and more.

In the AppsForOps Expense Claim configuration you can now decide if you would like to send Expense Claims to a Payment Processing step.

If you choose not to, you can include a processing message that will be included in the Expense Claim request approved email.

For example:
Your Expense Claim has been approved and your Expense Claim reimbursement will be included as part of the end of month payroll run.

You can check it out here:
Menu > Administration > Select Expense Claim in the filter dropdown > Expense Claim Configuration

You can also check out more details on AppsForOps Expense Claim here:
https://www.AppsForOps.com/ExpenseClaim

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My Dashboard

My Dashboard is the reporting hub of the platform which offers transparency and control over the data associated with your applications.

We have added another two reports in My Data Export Dashboard:
Team Workload
Better Business Summary

The Team Workload reports gives you full visibility into all users who have tasks, what apps they have tasks for and at what stage gate each of the tasks are at.

The Better Business Summary provides a raft of great statistics on how AppsForOps is being used in your company.

You can check them out here:
Menu > My Dashboard > My Data Export Dashboard

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Task+

Task+ is a single place for employees to manage and track all their daily tasks: assign tasks to yourself, colleagues or even friends, categorise, prioritise and set due dates and reminders on any of your daily tasks.

You can now assign Task+ items to internal or external users. There is no need for external users to be an AppsForOps user and you can secure external Task+ items with a security code via text message. You can now also associate Task+ items with a Project and you have the ability to create sub tasks of Task+ items.

We have also updated AppsForOps for Microsoft Outlook and the AppsForOps Mobile App to include the above functionality.

You can check it out here:
Menu > My Task+

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Time Off

Used to track and manage all types of time off in a business.

Time Off allows employees to digitally submit, track and get approval for their Time Off requests. It allows for Time Off categorisation, balance maintenance, customisable levels of approval and more.

Once a user comes back in from Time Off, AppsForOps automatically assigns a task to them to confirm that they took the Time Off as logged. This is a great way for people to update their Time Off should it not have been taken as planned.

We have now added an additional configuration option which will auto complete this step after a certain amount of days.

You can check it out here:
Menu > Administration > Select Time Off in the filter dropdown > Time Off Configuration

You can also check out more details on AppsForOps Time Off here:
https://www.AppsForOps.com/TimeOff

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Download: The practical guide to Digital Transformation for your small or medium-sized business

What is digital transformation exactly? Are you and your company embracing it? And if you’re not, should you be?

Download “The practical guide to Digital Transformation for your small or medium-sized business” now to see why implementing technology to run and automate your business is often the first and most important step for SMBs in their digital transformation journey.

Sign up for a free 30-day trial

AppsForOps is now a GetApp Time Tracking and Expense Claim Category Leader

Tired of playing spreadsheet tetris to match up time and expenses to customers and projects?

Look no further because by combining AppsForOps Timesheet and AppsForOps Expense Claim you can easily log both time and expenses to customers and projects.

AppsForOps Timesheet is a timesheet tool that is used to track and record where time is being spent in a business. The application allows any employee to digitally submit details of the time that they have worked on any project or task. It allows for customisable levels of approval, actual and billable time tracking, full reporting and more.

AppsForOps Expense Claim is an expense management tool for businesses. The application allows any employee to digitally submit, track and get their expenses reimbursed. It allows for customisable levels of approval, digital receipt storage, full reporting and more.

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“AppsForOps Expense Claim has been a mainstay in GetApp’s Category Leader ranking for Expense Management since Q3 2016, coming in strong at #16 this quarter. Impressive scores of 17 for its security protocols and 13 for mobile apps greatly contributed to its strong overall score of 44 points. An additional 7 for reviews helped solidify AppsForOps Expense Claim’s spot as one of the top 25 Expense Management solutions in GetApp’s ranking,” says GetApp researcher Suzie Blaszkiewicz.

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AppsForOps + Xero = Making Work Flow

Use Xero? Need to route work for one or two levels of approval before writing this into the accounting system? Then AppsForOps is ideally suited for you.


In Rod Drury’s (CEO of Xero) keynote at Xerocon South 2016 he talks about how small and medium businesses do not want to go out and spend thousands of dollars on big ERP suites.

Rod believes that businesses will use a combination of Xero and some add on technology to solve their problems.

One of these scenarios is taking the workflows that you would have in an ERP, like expense claim or timesheet approval, and move these out of the accounting engine and expose these workflows to employees who do not need to see the accounting system but that do need to be involved in the approval flows before this gets to the accounting engine.

AppsForOps is ideally suited to any company that needs to route work for one or two levels of approval before writing this data into the finance system. The AppsForOps platform offers several apps, with customisable workflows, that solve common operational problems.

Examples of applications are Expense Claim, Expense Pre-approval, Invoice, Receipt & Bill, Scheduler, Time Off, Timesheet and Travel Request management and more.

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Xero “Dream App”

AppsForOps has been labelled a Xero dream app which uses every single one of the Xero API’s to offer a seamless integration experience.

Read more in the blog post on How to create an app for the Xero marketplace or How AppsForOps can help you handle Xero App Overwhelm.

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Watch AppsForOps in Action

Join us for our popular 30 minute live demonstration on how AppsForOps can help you run a better business.

This webinar is perfect for those who want to explore AppsForOps for the first time.

You’ll be taken on a tour of the best features and how they can help you run a better business.

You can register here:
https://www.AppsForOps.com/Webinars

Or watch the on-demand version here.

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Explore the AppsForOps + Xero Integration

Download the AppsForOps + Xero Infographic

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A bit about AppsForOps

  • AppsForOps aims to increase efficiencies for small and medium businesses by providing a suite of integrated business apps which end users can could access anytime, from anywhere.
  • AppsForOps is a feature rich intranet with a number of powerful workflow enabled apps that can be configured to adapt to the way that each business likes to run its daily operations.
  • Examples of applications are Expense Claim, Expense Pre-approval, Invoice, Receipt & Bill, Scheduler, Time Off, Timesheet and Travel Request management and more.
  • It’s an intranet filled with valuable capabilities such as a staff directory, business dashboards, shared calendars and apps for task management, opinion polls and sharing company news.
  • Customers access the applications using a cloud based portal or via a mobile app.
  • AppsForOps customers can start with the full suite of apps, or start with one and grow to more.

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AppsForOps Expense Claim that “makes life so easy” is once again a GetApp Expense Management Category Leader

AppsForOps Expense Claim is once again a GetApp Expense Management Category Leader.

AppsForOps Expense Claim is an expense management tool for businesses. The application allows any employee to digitally submit, track and get their expenses reimbursed. It allows for customisable levels of approval, digital receipt storage, full reporting and more.

To find out more visit:
https://www.AppsForOps.com/ExpenseClaim

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GetApp’s quarterly ranking showcases the top 25 Expense Management apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, media presence, and security. Each app’s score is independent of commercial interests and existing relationships that GetApp has with app vendors.

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AppsForOps for Employment Agencies, Temp Agencies & Staffing Companies

Most agencies operate with the fundamental task of being the bridge between employers and job seekers. From the perspective of the employer, agencies save hours of time and stress. For job seekers, agencies are an experienced ally and effectively their employer.

Using an agency has several benefits. It allows companies to focus on their core business activities without having to spend large amounts of time on the recruiting and hiring process. It also allows them to mitigate payroll and tax risks since the agency is the one who pays the employee.

» Skip to the video demonstration «

The scenario

In the above scenario let’s assume that there are the following people involved:

  • Adam Agency
  • Eve Employee
  • Connie Company

Here is how this plays out:

  • Connie Company use Adam Agency to find employees for them.
  • Adam Agency put forward Eve Employee who is an ideal fit for Connie Company.
  • Eve Employee gets hired for the role and although she works at Connie Company she is actually paid by Adam Agency.
  • Eve Employee needs to submit weekly timesheets for the hours that she has worked and these need to be approved by Connie Company.
  • Once approved by Connie Company, Eve Employee submits the approved timesheet to Adam Agency.
  • Adam Agency then uses the approved timesheets as the basis for the payroll run and what he needs to pay Eve Employee.

» Skip to the video demonstration «

How this is done out there today

In many scenarios, this is all either paper based or all done via email and an example of how this generally works is as follows:

  • Eve Employee prints out her timesheet template and fills it in with the hours that she has worked.
  • Eve Employee gets this to Connie Company and asks her to approve the timesheet.
  • Once approved, Eve Employee scans this timesheet in and posts, faxes or scans this and sends it to Adam Agency.
  • Adam Agency then files the paperwork and processes the payroll accordingly.

» Skip to the video demonstration «

The problem

In the above scenario, there is lots of paperwork involved and lots of manual steps. To get a full audit trail of who approved what, when, is hard. What happens if Connie Company is travelling, off on sick leave, out of the office or loses the paper timesheet that was on her desk. If Adam Agency has a query on the approved timesheet and needs to query this it involves calls, faxes or emails. What if Connie Company forgets to approve the timesheet, does Eve Employee not get paid.

» Skip to the video demonstration «

Finding a better way

The good news is that there is definitely a better way to handle the above and make the work flow, enter AppsForOps.

  • Adam Agency signs up for AppsForOps.
  • Adam Agency onboards Connie Company.
  • Adam Agency converts Connie Company to an AppsForOps Standard User.
  • This will allow Connie Company to just get access to My Task List where she can view and approve Expense Claims and Timesheets submitted by Eve Employee.
  • Adam Agency onboards Eve Employee as an employee in AppsForOps.
  • Adam Agency converts Eve Employee to an AppsForOps Standard User and give her access to Expense Claim, My Profile, Scheduler and Timesheet.
  • This will allow Eve Employee to log any expenses, maintain her personal details including bank account information and the like and view when she is scheduled to work at Connie Company.

No more paper. No more manual steps. All digital. All automated. Available anytime, anywhere.

Watch the solution in action

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2 great new additions to the AppsForOps Mobile App

Ever wanted to fully manage your Expense Claim or Time Off processes straight from the AppsForOps Mobile App? Now you can.

The latest version of the AppsForOps Mobile App now allows you to do the following:

Expense Claim

  • Submit your Expense Claim drafts
  • Fully manage your Expense Claim drafts including creating, editing and deleting Expense Claim Line items
  • View your submitted Expense Claims including having the ability to clone, recall or cancel

Time Off

  • View your submitted Time Off requests including having the ability to recall or cancel

Download the latest version of the AppsForOps Mobile App now.

Enjoy.

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Digital Transformation: What is it and why is it important?

What is digital transformation exactly?  Are you and your company embracing it? And if you’re not, should you be?

There is no doubt that one of the buzz words in the business world today is digital transformation.

If you’re a small-to-medium sized business (SMB) you may not be familiar with the term, so what exactly is digital transformation?

In broad terms, many define it as using digital technology to enable innovation and revolutionise outdated business models and processes. Digital transformation could also be described as the application of digital technologies to fundamentally impact all aspects of business and society.

In today’s world technology is evolving at a very fast pace and this evolution brings new innovations which leads to what we call technology disruptions. Such advancement in technology is changing the way we work, live and do business.

So is digital transformation important for SMB’s?

One thing is clear no matter the size of your business: Technology has impacted all aspects of business and society which means that what has traditionally worked in the past may not necessarily guarantee future success.

The way in which we interact with both our customers and employees has also changed – everyone expects more information and/or results delivered in a faster manner and people are more dependant on mobile devices than ever before.  If a service can be delivered in an app format, even better.

It is no longer about the survival of the fittest but about survival of the most agile and the most adaptable.

So how can SMB’s keep up?

The good news is that there is no better time for SMB’s to embrace digital transformation. They are in a unique position to succeed in this highly competitive environment and this is thanks to technology.

Technology is now more accessible than ever. SMB’s can get access to the same technology that a multinational has access to which has made the playing field a lot more even and has opened up a new world of opportunity and business growth for SMB’s. Additionally, due to their size, SMB’s are naturally able to respond quicker to change.

Digital transformation has major implications for how SMB’s manage, run and extract value from their people, processes and customers.

Choosing the right technology can help SMB’s to better leverage their competitive advantage. They do however also need to set up their business, their processes and their ways of working in a flexible, agile way so that they can make the most of new opportunities as they present themselves.

So where do I start?

Technology helps large, multinational companies run like clockwork and nowadays having access to this technology is also attainable and accessible to SMB’s. Moreover, it can massively accelerate their digital transformation efforts.

Optimising digital experiences for their customers can only be created if an SMB has digitised their own operating processes.

Technology can enable SMB’s to achieve things that they previously thought were not possible: from uncovering new revenue streams to automating routine business processes to get time back in their day.  This allows SMB’s to focus more on things that matter – making money rather than pushing paperwork.

This is why implementing technology to run and automate your business is often the first and most important step for SMB’s in their digital transformation journey.

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Some cool new tech we showed off at Microsoft Build 2017

We recently showed off some of the cool new tech that we have been working on at the Microsoft Build Tour.

Enough already, show me the demos.


What is Microsoft Build

Microsoft Build is an annual conference event held by Microsoft, aimed towards software engineers and web developers using Windows, Windows Phone, Microsoft Azure and other Microsoft technologies.

The Microsoft Build Tour was set up by Microsoft to bring the best of Microsoft Build right to users around the world.

There were around 1,000 people in attendance at the Sydney event and we showed off some of the work we have been doing around Chatbots.


What is a Chatbot

Chatbots Magazine describes a Chatbot as follows:

A chatbot is a service, powered by rules and sometimes artificial intelligence, that you interact with via a chat interface. The service could be any number of things, ranging from functional to fun, and it could live in any major chat product (Facebook Messenger, Slack, Telegram, Text Messages, etc.).


What have we been working on

We have been working on two Chatbots:

AppsForOps Bot

  • AppsForOps Bot allows a user who is signed up to the AppsForOps platform to list and action their tasks via a chat based interface.
  • You can find AppsForOps Bot in Facebook Messenger, Skype, Skype for Business, Microsoft Teams or in a web interface.
  • We also showcased some work we have been doing which will allow customers to call AppsForOps Bot and action tasks using a voice interface.

Ask Michelle Bot

  • Ask Michelle is our customer service bot.
  • When a user talks with Ask Michelle they can get access to a variety of information: from learning more about AppsForOps, to getting pricing information, attending a webinar or even asking a specific question.
  • If Ask Michelle does not know the answer she will automatically loop in one of our Community Managers who can make sure your questions get answered.



What did we show

You can watch all the demos here:



AppsForOps Bot Demo

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Skype call to AppsForOps Bot Demo

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Ask Michelle Bot Demo

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AppsForOps Demo at Microsoft Build

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More Information


 

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As close as it gets to a crystal ball in tech: Mary Meeker’s annual trends report

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