Purchasing & Accounts Payable Automation for. Microsoft Dynamics GP & SL

Transcription

1 Purchasing & Accounts Payable Automation for Microsoft Dynamics GP & SL

2 PN 3 Objectives Improved Efficiencies Improved Financial Controls

3 The Real Cost of Paper AP Automation Questions How can we get invoices to manager s at every office and those working away from the office quickly for action? Will the system be user friendly? Will the system alert managers when their action is required? How do we track the status of open payables? Will we have the information needed to process accruals?

4 The Real Cost of Paper AP Automation Questions Will the system ensure that our policies and procedures are being adhered to at all times? Can we eliminate our paper files and improve staff access to invoice information? Will the system handle all of our AP transactions? What impact will it have on our auditing processes? How will the system integrate with Dynamics GP & SL?

5 The Real Cost of Paper Purchasing Automation Questions Will the system permit us to automate our purchase authorizations? Can users check the budget impact during the decision making process? Will the system ensure that our policies and procedures are being adhered to at all times? Can we generate electronic POs for transmission to vendors? Will AP have access to PO information?

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11 American Institute of Aeronautics & Astronautics Bill Seymore After many years of trying, we may actually be on the way to a true paperless A/P system with PN 3. The ability to electronically capture invoices and have managers approve them remotely is a great time saver for Accounting and the end users. I finally feel like we are on a twenty first century A/P system that empowers both the A/P approvers and processors. Interactive Document Solutions had very effective implementation and training teams. AIAA End User Today I completed coding and approving three invoices and created two purchase orders using the PN 3 system. WOW! The system is so easy to use very intuitive and the instructions provided were very clear. More importantly, it was such a time saver I completed and generated my own purchase orders in such a short amount of time.

12 Independent Insurance Agents & Brokers of America Yolanda Browne (703) Independent Insurance Agents and Brokers of America (IIABA) transitioned from a paper Accounts Payable process into the PN 3 paperless culture. This on the go process has provided an expedient way to serve our external clients with faster payments, fewer bottlenecks (lost paper invoices) and an easy tracking system on the status of invoices. Our internal clients(employees) now have the capability to process, review, approve and track expense reimbursements and invoices electronically no matter where they are. The PN 3 paperless environment has reduced clutter, provided an electronic audit trail and assists in budgetary tracking.

13 Packaging Machinery Manufacturers Institute Craig Silverio The implementation and training of our staff on the PN 3 system was probably the easiest integration we have done. The ability to approve vendor invoices, check requests and expense reports online has resulted in a very efficient process for all. And it has been a blessing and a time-saver to our accounting department, and our staff, now that staff can research vendor payment history on their own. In addition, we have a trade show that is held every two years, and now the ability to retrieve data from prior shows without having to access offsite storage has been a tremendous benefit!

14 PN 3 Demonstration

15 PN 3 for Payables Key Features Fast User Friendly Invoice Scanning & Electronic Receipt Electronic Check Request & Expense Reimbursement Forms Automated Invoice Routing Automated Alerts & Reminders Paperless Coding and Approvals Real-time Invoice Status No Paper Invoices to File Online Search/Retrieval of Invoices

16 PN 3 for Purchase Requisitions Key Features Electronic Purchase Requests Attach supporting documents Automated Purchase Request Routing Automated Alerts & Reminders Paperless Coding and Approvals Budget Integration Online Receipt Confirmations Online Search/Retrieval of Purchase Requests & Purchase Orders

17 Next Steps?

18 Customer Engagement Process Discuss Client Objectives/Requirements PN 3 Demonstration Process Discussion Identify PN 3 Solution Prepare & Present PN 3 Proposal