The cockpit of the Versino Financial Suite

That Financial Cockpit extends the financial management of SAP Business One. It has been specially developed to make the management and analysis of financial data more efficient and user-friendly. The solution offers financial accountants a central, intuitive interface from which all subsequent stations can be controlled and viewed.

In contrast to the standard SAP solution, the data in the cockpit is updated dynamically - every parameter change is immediately reflected in the corresponding analyses and reports.
The fact that the Financial Cockpit is an integral part of the Versino Financial Suite and makes everyday financial life smarter and more flexible.

Account sheet overviews

"...fast, clearly structured navigation through posted accounts,... saves valuable time and reduces the risk of errors when analysing..."

The clear and structured presentation enables intuitive navigation between the individual data records and ensures fast, precise checking and poll of account sheets.

A particular strength of the account sheet overviews is the convenient scrolling function, which allows users to switch effortlessly between postings without having to constantly start new searches. This saves valuable time and reduces the risk of errors when analysing.

In addition, only posted accounts within the selected period are displayed. This keeps the views focussed on the essentials and ensures maximum clarity, especially with extensive posting data. This targeted filtering makes it easier to analysis and helps to make well-founded decisions more quickly.

Global view

"Seamless navigation facilitates reconciliation between different accounts and thus improves the accuracy of your financial accounting"

the Global view in the Financial Cockpit of the Versino Financial Suite enables direct and seamless navigation between customer and vendor accounts - a function that is not available in the standard general ledger of SAP Business One is not available. This integrated approach offers a number of advantages and emphasises the financial accounting to a new level of efficiency:

Simplified coordination processes: The simple navigation facilitates reconciliation between different accounts and thus ensures consistent and error-free financial accounting.

Efficient overview: Switch quickly between customer and supplier accounts and get a comprehensive overview of financial obligations and receivables.

Time saving: No switching between different modules - seamless navigation therefore significantly reduces processing time.

Error reduction: The integrated view also makes it easier to compare and check data, thereby avoiding errors.

Improved liquidity planning: Direct access to debtor and creditor accounts enables a more precise assessment and planning of payables and receivables.

Real-time updating: Changes in an account are immediately visible and have a direct impact on relevant accounts, which improves the accuracy of accounting.

Real-time data update

"Current data automatically and in real time with every parameter change. New bookings appear immediately ..."

SAP Business One Standard requires a manual process for each parameter change - reports must be closed, parameters adjusted and executed again. In contrast, the Financial Cockpit the Versino Financial Suite data automatically and in real time with every parameter change. New bookings appear immediately in the real-time displayso that users can work with the latest financial data at all times.

Your advantages at a glance:

Time saving: Manual updates are no longer necessary. Reports and views are always up to date, which significantly speeds up data searches and checks.
Faster data search and verification: Real-time data enables precise analysis and rapid identification of deviations or potential problems.
Direct display of new bookings: Every booking is immediately visible - no need to reload or run reports.
More efficient data processing: Users can export specific data records instead of exporting complete tables. This optimises the workflow and saves resources.
Improved decision-making: Up-to-date financial data enables well-founded decisions based on the latest information.
High user-friendliness: Intuitive operation and extensive filter options make it easy and efficient to use.
Wide range of parameter options: Cost centres, cost units, references or transaction codes can be used flexibly as search parameters to customise the data analysis.

Detailed information

"all details plus additional information from standard..."

A key advantage of the Financial Cockpits the Versino Financial Suite is the comprehensive and clear presentation of booking information, which clearly exceeds the possibilities of the SAP Business One Standards goes beyond that.

Comprehensive booking information

The cockpit offers a variety of additional details that are crucial for precise financial analyses:

Journal entry number
Original document number
Document date
Document total and balance
Status and voting date
Reference details and booking text
contra account

Display of important account information

Essential general account information is displayed in the central header area, including the account name, the current account balance, the account type, information on the account currency, a possible external code and the tax code used by default

Display of important information for debtors

When selecting a customer, the Cockpit loads a range of important information into the header, including the customer's current account balance, the cumulative opening balance at the start of the financial year, the linked reconciliation account, the last date of a reminder and whether a reminder block is in place, the customer's tax liability and the customer's master data including the main contact person.

Extended tax information

Additional columns for Tax key and tax percentages offer a detailed analysis of the tax aspects of each posting, which is not possible in the standard SAP Business One account sheet.

Dynamic filter options

Users can refine the displayed data using flexible filters, such as posting texts or basic documents. This saves time and enables quick access to relevant information.

Seamless integration into SAP Business One

The cockpit is fully integrated into the core functions of SAP Business One and also offers direct access to the standard general ledger and the profit and loss account.

Extended parameters

"The cockpit provides a wide range of search parameters to customise the data analysis"

Thanks to the extended parameters, the search and analysis of financial data becomes significantly easier. faster, more precise and customisable. Compared to the SAP Business One Standard the cockpit therefore offers considerably more flexibility and transparency.

Wide range of search parameters

The cockpit provides a wide range of search parameters to customise the data analysis:

cost centers
Cost unit
References
Transaction codes

These extended parameters enable a detailed and flexible view that can also be optimally customised to the requirements of financial accounting.

Additional details available with a click

Advanced parameters allow quick access to additional information such as journal entries or internal coordination. This ensures a deeper analysis and speeds up the data search considerably.

Customised queries and error analysis

The cockpit integrates your own queries from the SAP Business One Query Manager and also offers predefined queries for error analysis.

Mass modification of data

".. Changes to several data records simultaneously save considerable time compared to manual editing of individual entries..."

the Mass change function at Financial Cockpit the Versino Financial Suite enables business partner master data to be SAP Business One globally. This function is particularly valuable. It allows extensive data changes to be carried out efficiently in order to avoid time-consuming individual changes.

Functionality and advantages

Global update: All values displayed in the business partner search can be changed directly and globally.
High efficiency: Changes to several data records at the same time save considerable time compared to manual editing of individual entries.
Direct transfer: The changes are immediately transferred to the master data of the business partners and are immediately available.
Integration in the business partner search: The existing business partner search has been expanded. It can now also be used for mass changes.

Practical application examples

Change of terms of payment: Business partner with the payment term "Net immediately" can be globally "10 days net" be converted.
Assignment of customers: All customers of a sales employee who has left the company can be assigned to a new employee with just a few clicks.