DynamicPoint has developed a direct integration with Sage applications using the product’s native REST web services. This includes all three of our products, including portal, AP invoice automation (EasyAP365) and employee expense management (EasyEXP365) Office 365 apps with full integration to Sage 200, Sage 300, Sage Cloud and Sage Intacct.
Sage provides a very robust library of endpoints that allow DynamicPoint to provide a real-time integration. Online reference on the Sage API can be found here.
Read more about the specific product integrations below:
Customer & Vendor Portals
DynamicPoint’s Portal application allows you to add ERP and CRM data to your Office 365 SharePoint Extranet. These portals can be configured to be either customer or vendor portals depending on the target audience. Display information from Sage customer records, create new orders, show invoice payment status or communicate shipping status with integration to Sage. With our vendor portal you can render purchase orders, manage promise to ship dates, collaborate fulfillment status or see invoice payments.Customer & Vendor Portals
EasyAP365 - Invoice Automation
The EasyAP365 invoice automation product has a two way integration with Sage to query vendors, purchase orders and shipments. Depending on the invoice type, a payable transaction, PO match or shipment match transaction is created upon invoice approval.
EasyEXP365 - Employee Expense Reimbursement
Employee out of pocket and corporate credit card expenses are coded directly to Sage GL accounts. Depending on the type of expense recorded, payables are created for employee payment or journal entries are written to account for corporate credit card transactions.EasyEXP365