expense and time management deep integrations in connect 2017... · • all approved data...
TRANSCRIPT
Deep Integrations in Expense and Time Management
Presented by: Ryan Becker, Senior Account Executive, Nexonia
Learning Objectives
1. Nexonia: Who We Are
2. Challenges of Expense and Time Management
3. Nexonia Expenses
4. Nexonia Timesheets and Time Off
5. Integrations with Intacct
6. Integrations with Microsoft Dynamics GP
7. Short Product Demo
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Nexonia: Who We Are
•Proudly serving a global customer base since 2004
•Helping over 1200+ companies in 18 different countries
•Software as a Service (SaaS): Nothing to install
•Full training and support
•Supporting companies with a few
users to thousands
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Challenges of Expense and Time Management • Finding a system that addresses the unique pain points of
accounting.
• Lack of visibility into spend, work-time and employee time-off.
• Minimizing error.
• Time spent on manual processing expense reports
• Workflow bottleneck; managing approvals through
multiple layers.
• Management of business credit cards - visibility
and reconciliation.
• Ability to complete expense reports anywhere.
4
Benefits of Automation in Expense and Time Management
Streamline Work for You and Your Administrators•Centralized approval workflow.
•Technology does the heavy-lifting; customize an
end-to-end web-based process that works for your
specifics needs.
•Faster and more accurate; expenses and employee hours
are submitted and paid sooner and manual error is
eliminated.
5
Benefits of Automation in Expense and Time ManagementEnsure Compliance with Policies• No need to manually “check” for policy compliance;
automated policy rules flag or block non-compliant
expenses and time entries; multiple approval levels
remove bottlenecks.
• Built-in controls designed within your specific
parameters.
6
!?
Nexonia Expenses
Online and mobile expense report platform that takes your expense policy and turns it into an automated and efficient machine:
✓ Total visibility on spending at any moment.
✓ Web and mobile app.
✓ Easy reporting.
✓ Integrated financial data.
✓ Our team of experts helping you at every step.
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Solution: Nexonia Timesheets and Time Off Online and mobile time management system allows you to organize and sync employee hours and time off efficiently and easily.
✓ Intuitive and advanced timesheets with archiving data and storage.
✓ Easy timesheet and time off tracking, with automatic reminders.
✓ Track billable hours by project or customer.
✓ Multi-timer support.
✓ Total visibility into vacation days accrued, used and remaining.
✓ Web and mobile app.
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Integrations with Intacct• Nexonia has been integrating with Intacct via web services for over five
years.
• With over 300 settings available, Nexonia Expenses gives you the most complete Intacct expense report software integration on the market.
• Nexonia Expense and Time products are designed to easily integrate and sync against a range of Intacct dimensions, such as: customers, vendors, employees, items, departments, locations, classes, projects, and more.
9
Integrations With Microsoft Dynamics GP
• Nexonia has been supporting integration with Microsoft Dynamics GP for over six years.
• Advanced, configurable, automated web-based integration with your GP segments and exports as payable transaction (vendor bills).
• All approved data automatically syncs to your GP account segments (including their interrelations) and all other required fields - overnight or at the push of a button.
• GP Segments mapped to Nexonia objects, supporting your Dynamics values including natural accounts, vendors, billable status, and more.
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DEMO
Questions?
THANK YOU
For more information, contact: Ryan Becker, Senior Account Executive, Strategic Alliances