dynamics business conference 2015: m-hancements for microsoft dynamics gp

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m-hancements for Microsoft Dynamics GP Sharon Banks Product Manager, m-hance

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Page 1: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

m-hancements for Microsoft Dynamics GP

Sharon BanksProduct Manager, m-hance

Page 2: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

What is Purchase Management?

Add on for Dynamics GP v10 and aboveBrowser basedRequisition entry and ApprovalGoods ReceiptsInvoice ApprovalUser friendlyFlexible approval rulesAutomatically creates purchase order and ShipmentsMobile Integrated with Projects and Analytical Accounting

Page 3: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Enter Requisition

Approval rules

Requisition To Approve

PO created in Dynamics GP

---------------------------Invoice

entered on Dynamics GP

Invoice To Approve

PM or POP

Approval rules

Page 4: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Optional module Uses the same Purchase Management browser as requisitions and invoicesSame look and feel as those modules

Easy to use

Minimal training required

One system to maintain/ backup/ upgradeOne login (if that) to rememberIntegrated with Microsoft Dynamics GP

Purchase Management - Expenses

Page 5: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Expense Entry

Page 6: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Enter Expense Claim

Approval rules

Expense Claim To Approve

Output to PayrollPayables Invoice created in Dynamics GP

Page 7: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Optional document management for

receipts

Expenses types set up in Dynamic Dynamics GP

Email notifications Holiday cover

Expense entry and approval

Enforce company policy

Flexible workflow rules

Optional final finance approval

SmartLists for reporting

Expense Management Functionality

Page 8: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Strong and enforced policy

Appropriate approval process, documentation, checks and controls

Robust process

Full end-to-end expense process

Page 9: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Integrated with Project AccountingSame look and feel as those modulesInter CompanyMultiple on one timesheet each routing to a different Project Manager

One system to maintain/ back up/ upgrade

Proxy Log ins

Multi currency

Remainder emails

Templates

Copy from a previous week

Purchase Management - Timesheets

Page 10: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Enter Timesheet

Approval rules

Timesheet To Approve by

Line

Submitted into relevant GP company

Final Approval

Page 11: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Timesheet Entry

Page 12: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Templates

Reminder emails

Line Level Approval Inter company

Proxy Login Multiple Projects on a single Timesheet

Copy from a previous week Attach Documents SmartLists for

reporting

m-hance Timesheet Functionality

Page 13: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Microsoft Dynamics GP licence not requiredMinimal training for usersReduce costs & save timeManagement controlContinual innovation

5 Reasons to Choose Purchase Management

Page 14: Dynamics Business Conference 2015: m-hancements for Microsoft Dynamics GP

Expense mobile approvalsExpense integration with projects

Roadmap