Automating your Accounts Payable processes with CoreIntegrator Workflow

Transcription

1 Automating your Accounts Payable processes with CoreIntegrator Workflow Workflow and Document Management Presented by Tom Erickson, President A ndy Frederick, Product M anager CSSI h ttp://coreintegrator.com info@cssi.com +1 (570)

2 Who is CSSI? Founded in Headquartered in Lewisburg, Pennsylvania. M icrosoft Silver Partner, Enterprise Resource Planning. Specializing in: Workflow/Business Process Management solutions. Microsoft Dynamics GP sales and support. Custom application development. Network sales and support.

3 Why automate your AP processes? Time savings Cost savings Realization of vendor d iscounts Paperless office Increased visibility Security and audit trail Identify bottlenecks Outside perspective

4 Why automate your AP processes? C A S E S TUDY: M a j o r E a s t C o a s t M u n i c i p a l G o v e r n m e n t A f t e r i m p l e m e n t i n g C o r e I n t e g r a t o r W o r k f l o w : R e d u c e d A P p e r s o n n e l r e q u i r e m e n t b y 4 3 %, a l l o w i n g t h e m t o b e r e a l l o c a t e d t o o t h e r i n i t i a t i v e s. A v e r a g e i n v o i c e p r o c e s s i n g t i m e w a s r e d u c e d f r o m 8 7 d a y s t o 4. 5 d a y s. P e r c e n t a g e o f p a y m e n t s m a d e i n < 3 0 d a y s i n c r e a s e d f r o m 20% t o 8 2 %.

5 Introduction to CoreIntegrator Workflow A c c e s s e d v i a a n y s t a n d a r d w e b b r o w s e r. B u i l t o n t h e M i c r o s o f t. N E T F r a m e w o r k. U s e s t h e M i c r o s o f t t e c h n o l o g y s t a c k : ASP.NET/IIS Windows Server SharePoint SQL Server I n t e g r a t e d w i t h A c t i v e D i r e c t o r y. U s e d w o r l d - w i d e.

6 Application Architecture

7 Key Features A c t i v e D i r e c t o r y i n t e g r a t i o n S e c u r i t y m o d e l s : Application-level (Active Directory) Workflow-level (who can see what workflows) Item-level (who can see what documents/work items) B u i l t - i n e m a i l / I M C o n v e r s a t i o n s C o m m e n t s A n n o t a t i o n s B u i l t - i n O p t i c a l C h a r a c t e r R e c o g n i t i o n E l e c t r o n i c F o r m s G r a p h i c a l a n d t a b u l a r r e p o r t s I n t e g r a t i o n w i t h 3 rd - p a r t y a p p l i c a t i o n s

8 Dynamics GP Integration Points General Ledger: Purchasing: Bank Reconciliation: Human Resources: - G/L Transaction - G/L Inquiry - Quick Journal Entry - Quick Journal Inquiry - G/L Account Setup Accounts Payable: - Payables Transaction Entry - Payables Transaction Inquiry - Manual Payment Entry - Manual Payment Inquiry - Vendor Maintenance - Vendor Inquiry - Intercompany Accounts Receivable: - Receivable Transaction Entry - Receivable Inquiry - Cash Receipts Entry - Cash Receipts Inquiry - Customer Maintenance - Customer Inquiry - Salesperson Maintenance - Purchase Order Entry - Purchase Order Inquiry - Purchasing Invoice Entry - Purchasing Invoice Inquiry - Receiving Entry - Receiving Inquiry Inventory: - Item Entry - Item Transfer - Inventory Inquiry - Item Maintenance - Item Inquiry Payroll: - Employee Maintenance - Employee Inquiry - Employee Benefit - Employee Deduction - Employee Direct Deposit - Employee Tax - Local, State, Federal - Bank Deposit Entry - Bank Deposit Inquiry - Bank Transaction Entry - Bank Transaction Inquiry Bill of Materials: - Assembly Entry - Assembly Inquiry - Bill of Materials Maintenance Sales Order Processing: - Sales Transaction Entry - Sales Transaction Inquiry - Sales Order Fulfillment Invoicing: - Invoice Entry - Invoice Inquiry Fixed Assets: - Asset General Information - Employee Maintenance - Benefits/Deductions Summary - Benefits/Deductions Overview - Employee Dependents - Discipline Entry - Education - Grievances - I-9 - Employee Injury - Orientation Checklist - Property - Employee Review - Review Policies Setup - Employee Skills - Termination Checklist - Test, Training and Transfers - Unions - User Defined - Cash Account - Health Insurance - Life Insurance - Retirement Plans - FMLA - Attendance Maintenance - Attendance Transaction Entry

9 Product Demonstration

10 Additional Dynamics GP Feature Support Out- of- t h e - b o x s u p p o r t f o r : P u r c h a s e O r d e r M a t c h i n g R e q u i s i t i o n s M u l t i - D i m e n s i o n a l A n a l y s i s A n a l y t i c a l A c c o u n t i n g J o b C o s t i n g N e w V e n d o r C r e a t i o n T r a v e l a n d E x p e n s e H u m a n R e s o u r c e s

11 Thank you!!! Contact Us: Follow Us: Tom Erickson President/Sales +1 (717) Andy Frederick CoreIntegrator Product Manager +1 (570) Website Facebook LinkedIn Twitter Booth #412