Increase Efficiencies with Dynamics GP by using the Infinia Integrator and Microsoft Excel.

Transcription

1 Increase Efficiencies with Dynamics GP by using the Infinia Integrator and Microsoft Excel

2 Infinia Integrator gives users the ability to Copy-Paste-Import transactions from Microsoft Excel to Dynamics GP, with color coded on-screen data validation Eliminates wasting time manually re-entering transactions in Dynamics GP that originate in other systems or are originated in Microsoft Excel Eliminates looking through integration error logs when import errors exist Eliminates calling IT for help (users can fix their own errors) Improves productivity and accuracy throughout your organization There are no complex integrations to define or maintain, no mapping, just an easy and simple Copy-Paste-Import and your data is immediately ready for Microsoft Dynamics GP

3 Modules Available General Ledger single and multiple journal entry import Accounts Payable imports AP transaction types (invoices, credits) Note: Both GL and AP support the Dynamics Intercompany module Accounts Receivable imports AR transactions (invoices, credits) Payroll import Payroll transactions (hours, benefits, deductions) NEW: Add-on modules: GL add-on supporting Binary Stream s Multi-Entity Management (MEM) software AP add-on supporting Binary Stream s Multi-Entity Management (MEM) software AR add-on supporting Binary Stream s Multi-Entity Management (MEM) software Analytical Accounting for GL journal entries

4 "Love your product!" Testimonials...What Users Say about the Integrator "We love the simplicity of this product! Historically, we used another product to integrate large quantities of data. The process was slow and time consuming. With Infinia AP, we can do the process in one easy step! Employees are already excited about the time savings this product will provide us!" "This product was one of the major reasons we switched to GP. We were coming from an AS400 environment and needed a product that would match that speed. This software does that and much more. We have had great success using it over the last couple years." "In my 25 years in accounting and finance, Infinia has had, by far, the best ROI of any product I have ever implemented. It has saved my staff hundreds of hours, and therefore money, through the years." "I have recommended your product to other GP users on the GPUG (user group) Collaborate site." "Love the new enhancements - Debit/Credit in 1 column, export to excel to fix errors."

5 Testimonials...What Users Say about the Integrator Infinia for payroll is great! It allows us to import payroll information for 150 employees from 16 different attendance summaries with just a few clicks reducing errors and saving hours of data entry each pay period. We love that it validates the information before the import and shows us exactly where any problems are. The staff outside the payroll department can use the same Excel spreadsheets they are already familiar with to report their time so there is no training for them. Infinia is easy to install, easy to learn, easy to use and has proven to be a great investment. I absolutely recommend this product as a must have enhancement for your GP payroll solution." "We love it! We ve always calculated allocation journals in Excel and these are fairly lengthy entries each month - but before Infinia came along, we had to retype all the information into GP. What a drag! Now we just press a few buttons and the journal is ready for review and posting. And our IT department was amazed at how simple it was to install. I highly recommend this tool if you want to keep your accounting staff happy. Chocolate also helps." "The main reason why we initially bought Infinia was for our expense reporting with the Dynamics GP general ledger. By adding the Integrator, we are now able to track with the originating fields in GP: Expense by person, Expense by type, and Vendor. We get so much more detail now. By getting all of that detail in the GL will help us control our expenses better, and we can also smart list each of those fields as well. It will take us from two independent systems to one which is really good for us. "This product is so much better that integration manager! It is so easy to use."

6 Infinia Integrator GL both single and multiple journal entries

7 Infinia Integrator AP

8 Infinia Integrator AR

9 Infinia Integrator PR

10 Examples of how customers are using the Integrator Single GL journal entry journal entry to record weekly payroll from ADP Multiple GL journal entries list of many monthly journal entry adjustments and allocations at month-end with one copy-pasteimport, sets up separate journal entries for each AP transactions employee expense transactions to be reimbursed through AP. Company has a non-integrated expense reimbursement system. AR transactions invoicing in other system but receivable processing in Dynamics GP for aging and collection purposes. Imports all AR invoices and credits. Payroll transactions importing hours from excel or non-integrated time clock when using Dynamics GP payroll

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13 System Enhancements Current version is 6.0x Dynamics GP2010 and GP2013 compatibility Does not support Web Client at this time Supports the re-naming of the Dynamics system database Sample Company database name is only supported as TWO New support: Windows 8, Office 2013 both 32/64, and Microsoft SQL Server 2012 Requires.NET framework 4.0 or higher and Microsoft ReportViewer 2010 New security window Maximum dollar amount increased for imports New Tool Tips and Bubble Help New Integrator Home Page details Ability to export Integrator grid with errors back to Excel New GL Journal Entry configuration table in Integrator setup

14 GL Enhancements New GL setup table Allow debits and credits in one column Ability to include 3 originating fields on GL imports (Originating Document Number, Originating Master ID, and Originating Master Name) Ability to include or exclude the GL Detail Distribution Reference New Source Document option New Reversing Date option New Transaction Date defaults Includes option to prevent transaction date from being changed New Reversing Date defaults Includes option to prevent reversing date from being changed

15 AP Enhancements Ability to import Payables Invoices Terms Discount Taken GL New Analytical Accounting add-on module Full support for Dynamics GP Analytical Accounting module Supports both the Account Alias and Dimension Codes Supports the Accounting Class Maintenance setup and defaults

16 GL New Multiple Entry Module New module for purchase: GL Multiple Journal Entries Allows users to import multiple journal entries with one copypaste-import Current GL users are registered for GL Single Journal Entry import and have option to purchase the Multiple Journal Entry import module as add-on

17 Binary Stream MEM - add-on module and enhancements Supports GL, AP, and AR with MEM These are add-on modules for Integrator and are each sold separately New setup options New tool tip when using MEM add-on modules Ability to see MEM substituted accounts in Integrator grid

18 Comparison of Integrator 6.0 to GP2013 R2 copy-paste This document can also be downloaded at

19 CAL Connect Integrator promotion Stop by the Integrator table during CAL Connect and Scan a QR code to receive up to a 35% discount off your Integrator purchase through August 31, 2014

20 Contact Us Sales questions, registration keys, and demos: Technical support: Enhancement Renewals: Need download of software and documentation: Send to and request FTP login

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