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Three steps to success 2. “m-hance” with added functionality for Microsoft Dynamics GP Mary Jacobs Product Manager

Erp stream step 2 m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

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Page 1: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Three steps to success

2. “m-hance” with added functionality

for Microsoft Dynamics GP

Mary JacobsProduct Manager

Page 2: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Purchase Management

Page 3: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

£

m-hance Bank Management

m-hance Expenses Management

m-hance VAT Management

M-hancements m-hancements

m-hance Purchase Management

£ %

Page 4: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

ExpenseManagemen

t

Procurement

Invoicing

Bank & VAT Managemen

t

Mobility

Improving Performance

Page 5: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

What is Purchase Management?

• Add on for Dynamics GP v10 and above

• Browser based

• Requisition entry and Approval

• Goods Receipts

• Invoice Approval

• User friendly

• Flexible approval rules

• Automatically creates purchase order

• Automatically creates shipment transaction

• Integrated with Projects and Analytical Accounting

Page 6: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Why Purchase Management? Why Purchase Management?

£

Control Less Time Green OptionVisibility

Page 7: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

m-hance Purchase Management

Page 8: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

m-hance Purchase Management

Page 9: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

m-hance Expense Management

Page 10: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Expense Management Functionality

• Expense Entry and approval • Flexible workflow rules • Expenses types set up in GP•Holiday Cover•Optional final Finance approval• Email notifications • Enforce company policy • Smartlists for reporting •Optional document management for receipts

Page 11: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

m-hance Expense Management

Page 12: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Software Phones

Tablets

Mobile Approvals Mobile Approvals

Page 13: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Mobile Approvals

Page 14: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

“Purchase Management has an easy to use feel about it, which allows staff to have more confidence when using the product for the first time.”

Colin TysonYMCA England

“It has been a good experience being part of the early adopter programme for the expenses module.  Having been involved at its inception has meant that we already had good knowledge of the system by the time of installation and can immediately see how this is going to benefit the organisation as a whole.

From the start there are instant staff time savings, we have been able to streamline our processes within the Finance function and it also made it easier to enforce our expenses policy with automated settings within GP - reducing manual checks further.“

Darren Rifat,Amnesty International

“Being an early adopter has been a great benefit to Naylors as we have had the ability to work with the development team to ensure we get the best out of the product for our business”

Jane WilbyNaylor Industries

Page 15: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Bank Management

Page 16: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

• Works Directly off the GL

• No import Routine

• Highlight Posting errors and mistakes

• Flexible Matching Rules

• Automatic Grouping

• User friendly screen

m-hance Bank Management

Page 17: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Additional Features

Audit trail tracking

Payment authorisation

File configuration and generation

Page 18: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Why Purchase Management? Benefits

£

Control Less TimeAccuracy

Page 19: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

Roadmap • Automatic Journal Creation

• Filter on multiple fields

• Toggle between fields

• Source Codes

• BAI statement imports

• File Encryption

• More detailed grouping of transactions

• Grouping Statement transactions

Page 20: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

VAT Management

Page 21: Erp stream step 2   m-hance with added functionality for ms dyn-gp - m-hance three steps to microsoft success 2015

VAT Management

• For organisations who are unable to reclaim the full amount of VAT on purchases

• Recoverable and irrecoverable elements calculated automatically and posted to relevant account codes

• Annual and period adjustments

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Assign Recovery Type and %

How does it work?

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Reporting

• Adapted VAT Daybook Reports• Smartlist

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Thank you

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