Experience the power of seamless out-of-the-box real-time integration with Microsoft Dynamics GP, SL, NAV, and AX.  Empower your team with real-time visibility and control over general ledger, accounts payable, inventory and project/job cost. Let’s show you why we’ve been recommended by Microsoft’s VAR channel and Microsoft community from day one!

Microsoft Dynamics GP

Interface Touchpoints


  • GL Budget
  • Project
  • Requisition to ERP Purchase Order
  • Receiving to ERP Receiving
  • Procurement/Expense to ERP AP Invoice
  • Time to ERP Time System
  • Expense to ERP Expense System
  • Vendor Approval
  • Inter-Company
  • Multi-Company
  • Advanced Tax
  • Multi-Currency
  • Exchange Rate
  • Requisition to ERP GL Journal
  • 1099
  • Requisition to ERP Inventory Release

Specific Integration Benefits


  • Fully centralized, enterprise level Procurement solution
  • Seamless out-of-the-box and real time integration to the General Ledger and Accounts Payable
  • Centralized spend management organization-wide with line level multi-company and intercompany capabilities that empowers users to request, enter and process intercompany transactions for Dynamics GP without the need to switch between companies.
  • Real-time user-view of detailed purchasing and payment status for user’s own requested purchases
  • GL Accounts assignment at each transaction line level with budget to actual validation against GL budgets setup defined in Dynamics GP
  • Seamless Project Accounting Timesheet integration ensures user access to Contract, Project, Cost Category, Billing Type, Pay Code, Department and Position for seamless integration of Project Timesheet Entry transactions in Dynamics GP based on your configuration
  • Automatic expenses and purchases allocation across multiple account codes with GL Distribution capabilities
  • Dedicated Requisition, Procurement, and Expense integration connector web service for Dynamics GP powered by SQL for a fast and secure interface access to existing supporting data and automatic transactions creation and approval
  • Mobile App for Android and iOS
  • Online or offline Expenses and Project Time creation and entry
  • Ability to leverage Dynamics GP Tax Schedules, Tax Details and Tax Rates
  • Detailed tax calculations defaults, visible and editable throughout the solution based on Dynamics GP tax configurations
  • Cash advance & recovery process controls with seamless integration to Dynamics GP Accounts Payable
  • Deployment option for direct integration to your existing Dynamics GP Purchase Order Processing to create Purchase Orders, Receiving and Invoice Match transactions with full support for GP Project Accounting and Inventory updates.
  • DocInsite empowers users in both WorkPlace or Dynamics GP to retrieve the entire history of a transaction in a single place. Each requisition line and expense sheet, plus related attachments are tracked throughout the procure-to-pay cycle and every resulting journal entry with the ability to drill back to any transaction detail
  • Direct deployment option provides capabilities to extend the reach of Dynamics GP Analytical Accounting, Inventory Replenishment and Encumbrance / PO Commitment with interfaces available for Key2Act Signature series, Diamond Project Cost and Work Manager (WorkTech), Olympic Project, Encore Project, Binary Stream Multi-Facility and Materials Management
  • Capability to control vendor creation within Dynamics GP by keeping vendor approvals with A/P while providing WorkPlace users an easy way to request new vendors
  • Full users view of detailed purchasing and payment status for their requested purchases.
  • Capability to forecast employee expenditures with Travel Requests and Expense entry against GP GL Budgets, Contracts, Projects and Cost Categories, and Billing type and more. Approved WorkPlace Expenses can be integrated directly to Dynamics GP Accounts Payable or Employee Expense Entry when using GP Project Accounting
  • Project Accounting employee access and budget enforcement options defined in Dynamics GP extend to WorkPlace, for spend management by user and budget level

Microsoft Dynamics SL

Interface Touchpoints


  • GL Budget
  • Project
  • Requisition to ERP Purchase Order
  • Procurement/Expense to ERP AP Invoice
  • Requisition to ERP Inventory Release
  • Time to ERP Time System
  • Expense to ERP Expense System
  • Vendor Approval
  • Inter-Company
  • Multi-Company
  • Multi-Currency
  • Requisition to ERP GL Journal
  • 1099

Specific Integration Benefits


  • Capability to assign GL Accounts, Subaccounts, Projects and Tasks at each transaction line level with budget to actual validation against GL and Project Task budgets setup defined in Dynamics SL
  • Truly centralized spend management organization wide with line level multi-company and intercompany capabilities that empowers users to request, enter and process intercompany transactions for ERP without the need to switch between companies
  • Automatic Project, Supervisor and Position based WorkPlace approvals are ready for activation with integration to manager assignments within Dynamics SL employee, project and task records. Project access setup in Dynamics SL extends to WorkPlace to restrict projects based on the user during transaction entry
  • Capability to control vendor creation within Dynamics SL by keeping vendor approvals with A/P while providing WorkPlace users an easy way to request new vendors
  • Capability to auto allocate expenses and purchases across multiple account codes with GL Distribution capabilities
  • Capability to capture Expenses and Project Time online or offline with the WorkPlace Mobile App available for Android and iOS
  • Seamless Project Time integration ensures user access to Project, Task, Labor Class, Shift codes, Billable type, Earning Code (REG/OT1/OT2) and more
  • Approved timesheets create Timecard or Project Timesheet Entry transactions in Dynamics SL are based on your configuration
  • Capability to forecast employee expenditures with Travel Requests and Expense entry against SL GL Budgets, Projects, Tasks, Expense Types, Billable type and more. Approved WorkPlace Expenses can be integrated directly to Dynamics SL Accounts Payable or Travel and Expense Report Entry when using SL Project
  • Full users view of detailed purchasing and payment status for their requested purchases
  • The dedicated WorkPlace Enterprise Application Integration Connector web service for Dynamics SL powered by SQL provides a fast and secure interface to Dynamics SL to access existing supporting data and automatically create transactions for approved expenditures

Interface Touchpoints


  • GL Budget
  • Project
  • Requisition to ERP Purchase Order
  • Receiving to ERP Receiving
  • Procurement/Expense to ERP AP Invoice
  • Time to ERP Time System
  • Expense to ERP Expense System
  • Vendor Approval
  • Multi-Currency
  • Exchange Rate
  • Requisition to ERP GL Journal
  • 1099

Specific Integration Benefits


  • Fully centralized, enterprise level Procurement solution seamlessly integrated to the General Ledger and Accounts Payable
  • Deployment option for direct integration to your existing Dynamics NAV Purchasing to create Purchase Orders and receive goods with full support for NAV Job Cost and Inventory updates
  • Capability to assign GL Accounts, Dimensions, Jobs and Tasks at each transaction line level with budget to actual validation against GL and Job Task budgets setup defined in Dynamics NAV
  • Fast and secure interface to access GL Accounts, Dimensions, Vendors, Jobs and more
  • Dedicated WorkPlace Enterprise Application Integration Connector web service for Dynamics NAV, powered by SQL
  • Full access of approved WorkPlace transactions from both the Classic and Role Tailored client for processing using the Dynamics NAV business logic
  • Capability to auto allocate expenses and purchases across multiple account codes with GL Distribution capabilities
  • Capability to control vendor creation within Dynamics NAV by keeping vendor approvals with A/P while providing WorkPlace users an easy way to request new vendors
  • Automatic Job based WorkPlace approvals and financial coding are ready for activation with integration to Person Responsible Job assignments and default dimensions defined within Dynamics NAV Job records
  • Capability to capture Expenses and Job Time online or offline with the WorkPlace Mobile App available for Android and iOS
  • Seamless Timesheet integration ensures user access to Jobs and Tasks for seamless integration of Job Journals in Dynamics NAV
  • Capability to forecast employee expenditures with Travel Requests and Expense entry against NAV GL Budgets, Jobs and Tasks with approved WorkPlace Expenses integrated directly to Dynamics NAV Accounts Payable or Job Journals when using NAV Project Management
  • Capability to control your employee cash advance and recovery process through the WorkPlace Travel Request and Expense Sheet process, which seamlessly integrates to Dynamics NAV Accounts Payable

Microsoft Dynamics AX

Interface Touchpoints


  • Inter-Company
  • Multi-Company
  • Multi-Currency
  • Project
  • Requisition to ERP Purchase Order
  • Time to ERP Time System
  • Procurement/Expense to ERP AP Invoice
  • Requisition to ERP GL Journal

Specific Integration Benefits


  • Fully centralized, enterprise level Procurement solution seamlessly integrated to the General Ledger and Accounts Payable
  • Truly centralized spend management organization wide with line level multi-company and intercompany capabilities that empowers users to request, enter and process intercompany transactions for Dynamics AX without the need to switch between companies
  • Capability to auto allocate expenses and purchases across multiple account codes with GL Distribution capabilities
  • Fast and secure interface to access existing supporting data and automatically post transactions for approved expenditures using the Dynamics AX Business Connector AOS
  • Dedicated WorkPlace Enterprise Application Integration Connector web service for Dynamics AX, powered by SQL
  • Capability to capture Expenses and Project Time online or offline with the WorkPlace Mobile App available for Android and iOS
  • Seamless Project Time integration ensures user access to Employee ID, Project, Activity and Category for seamless integration of Project Journal Lines for Hours in Dynamics AX based on your configuration
  • Expense, Requisition and Procurement solutions leverage the power of the Dynamics AX Tax Groups, Codes and Rates. Detailed tax calculations are defaulted, visible and editable throughout the solution based on Dynamics AX tax configurations
  • Deployment option for direct integration to your existing Dynamics AX Purchase Order Processing to create Purchase Orders with full support for the AX Inventory ledger
  • Capability to forecast employee expenditures with Travel Requests and Expense entry against AX GL Budgets, Projects, Activities and Categories. Approved WorkPlace Expenses are posted directly to Dynamics AX Accounts Payable Journal Vouchers

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