Expense Reimbursement

 

Product Overview

DynamicPoint’s Expense Management solution is designed for company’s who are looking to automate the reimbursement of employees for travel and expense costs. Are you currently using Excel or offline forms in conjunction with a manual approval process? Eliminate paper trails with customizable online forms, quickly reimburse employees with automated approval processes and automatically create payable or payroll transactions in Dynamics ERP upon expense approval.

Microsoft Dynamics Integration

After the DynamicPoint Employee Expense Report is created and approved in SharePoint, the real-time integration with Microsoft Dynamics GP (formerly Great Plains) and Dynamics NAV (formerly Navision) will be initiated to create the appropriate transaction. For Dynamics GP this is either a payable or payroll transaction. For Dynamics NAV a purchase invoice is created. Data is queried and validated from both applications via web services and/or eConnect throughout the approval process to ensure the expense accounts and employees are setup properly.

Expense Management Product Features:

Email Approvals

Reviewers can approve or reject the expense report directly from their email.   VIEW VIDEO

Canadian Tax Module

Manage all collection and reporting aspects of Goods and Services Tax (GST) including Provincial Sales Tax (PST), Harmonized Sales Tax (HST) and Quebec Sales Tax (QST) as it relates to expense reports.   VIEW VIDEO

Credit Card Integration

Automatically upload credit card statements from your corporate credit card provider and include on employee expense reports.   VIEW VIDEO

Google Map Integration

Calculate miles for reimbursement using Google Maps.   VIEW VIDEO

Billable Expenses

Charge customer related expense back to your clients.   VIEW VIDEO

Mobile Receipt Capture

Upload or email expense receipts directly from mobile device.   VIEW VIDEO

Per Diem

Define standard per diem reimbursement rates for employee selection.

Intercompany

Create intercompany transactions that distribute employee costs across multiple organizations.   VIEW VIDEO

Cost Accounting

Integrate with such Microsoft Dynamic modules as jobs, project accounting, dimensions and analytical codes.   VIEW VIDEO

Configurable Rules Engine

Define policies that are enforced by our configurable rules engine.   VIEW VIDEO

Comparison

We recognize that there are several solutions available in today’s marketplace for managing your company’s Employee Expense Management process. The goal of our offering is not to compete with the other providers, but instead provide an alternative. Whether other products are traditional on-premise or software-as-a-service offerings they all have one thing in common, they are stand-alone applications that must be configured and managed independently. DynamicPoint takes a different approach by building applications entirely within SharePoint. Please see the chart below for how we compare:

  • Create expense reports and add line items
  • Manager review, approval and rejection of submitted reports
  • Audit trails and status of approval process
  • Report creation by copying existing ones
  • Reports available as content within SharePoint lists
  • Attachments stored in SharePoint document library
  • Task and Email Notification using SharePoint
  • Full leverage of SharePoint workflow and native Outlook integration
  • Design workflows in Visio, SharePoint Designer or other workflow development application
  • Assign Expense Creator, Approver and Administrator using SharePoint’s native integration with Active Directory
  • Deploy as a standard SharePoint solution
  • One-time licensing fee without per server or user costs
  • Expense Report Creation
  • Content Management
  • Workflow
  • Administration
  • Pricing

Return on Investment

According to a study published by Paystream Advisors, “The average expense report is handled by four people, takes 27 days for the employee to be reimbursed and costs the company in excess of $35 to process.” Do the math on how many expense reports your company processes in a month and you can see the clear case for automation.

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Why Customer’s Love DynamicPoint

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  • They know Dynamics and got what we were trying to do from the beginning.

    Amy T.,
    Sr. Manager Business Applications & IT Support Services | CBORD

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  • DynamicPoint is very knowledgeable, quick turnaround times and great customer service. What they deliver is always what I asked for or more. One of my most favorite vendors!

    Shannon I.,
    Glidewell Laboratories

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  • Great expertise with both Microsoft Dynamics GP and SharePoint. DynamicPoint was very responsive and professional throughout the engagement. The product was exactly what was desired, and was bug free upon delivery. I highly recommend working with DynamicPoint for any GP customization or SharePoint development.

    Ron T.
    T.D. Williamson Inc.

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