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:
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
Charge customer related expense back to your clients. VIEW VIDEO
Mobile Receipt Capture
Upload or email expense receipts directly from mobile device. VIEW VIDEO
Define standard per diem reimbursement rates for employee selection.
Create intercompany transactions that distribute employee costs across multiple organizations. VIEW VIDEO
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
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
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.Contact Us
Why Customer’s Love DynamicPoint
Kellie and team I really appreciate all your help getting our customer’s project sorted out. It may not have been our ideal go live situation with the client’s old system going down suddenly, but you have been awesome about very quick responses, and getting things taken care of for us and the client. Thank you.
Senior Director, Technology Services | RSM US LLP
IT systems are never perfect. The difference between a good and average (or poor) experience is made when a vendor proves themselves as a true business Partner by ensuring the customer is getting the value they expect from their product, it’s this character and culture of their team that validates my decision to partner with DynamicPoint.
Director of Business and Quality Information Systems | OneBlood, Inc
We have been so impressed with DynamicPoint’s solution and their people. They put in the time to make sure they can deliver what they promise,” concludes Amy. “You can tell they are very committed to their customers and made me feel like a priority through every question and conversation.
Sr. Manager Business Applications & IT Support Services | CBORD
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!
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.
T.D. Williamson Inc.