journyx: advanced time and expense tracking for microsoft dynamics

Dynamics SL Annual User ConferenceSan Antonio, September 16-18, 2015 Slide 1

Journyx: Advanced Time and Expense Tracking for Microsoft Dynamics

Presented by Brian Maxin Director of Sales, Journyx

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Brian MaxinDirector of Sales, Journyx, Inc.

Austin, Texas

About the Presenters

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About Journyx AppsJournyx is… • A robust, flexible and easy

to use time, equipment and expense tracking software.

• A solution that integrates with Microsoft Dynamics GP and GPPA.

• Offered as both a cloud and on-premise solution.

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Why Do Companies Use Journyx?

• Project Cost Accounting• Resource Capacity Planning• Billing Customers• Running Payroll

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How Journyx Fits In• Organizations - regardless of industry or

company type - that need to track costs on projects and manage resources need a solid time, expense and resource tracking application.

• The time, expense and resource tracking functionality within Dynamics SL is insufficient for their needs.

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Benefits of Journyx• Integration with Dynamics SL, MS Project and

other existing business systems (ADP, HR, etc)

• Project and Payroll module interface• Simple interface for time, expense and

“custom” data• Resource planning and allocation• Data entry validation and other business

rules engine (including Overtime for payroll)• Mobile entry• Multi-level approvals• Flexible accrual calculations• Simple, cost effective licensing model

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Our Customer Told Us:“The out of the box solution was frustrating. There were no internal controls, no validation on accruals, no Overtime calculations. We felt trapped, like the standard solution was our only option and our hands were tied.”

“With the lack of data entry validation and Overtime calculations, mistakes were happening. This led to the need to spend a lot of time correcting timesheets”

"Administrators felt like, 'My job could be better spent doing more productive work. I’m wasting time fixing mistakes that other people made.’”

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Our Partners Told Us:“We needed a time tracking system that also helped us automate the project on-boarding process. Understanding resource capacity and being able to start projects immediately after closing the deal was critical to customer satisfaction and success.”

“We needed time tracking data to be used for billing clients, and also wanted this information to show which projects are profitable and which aren’t.”

“Our customers needed one system to enter both time on projects and time for payroll. Integration with both Dynamics and ADP was essential for the success of our rollout.”

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Journyx Solution

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User-friendly interface allows quick time entry, time off requests and viewing accrued PTO.

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Additional time entry options.

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Leave request forms allow employees to request time off in advance with approval workflow process.

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Employees can track expenses through the same simple user interface.

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Custom entry option for equipment utilization, widget tracking, bonus pay, etc.

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Project status dashboards help team members keep up with assignments while entering work.

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Resource availability views allow you to plan your projects based on future capacity and avoid over-allocating individuals.

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Data validation engine allows your organization to build data entry validation rules to cut down on user entry errors.

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Flexible, multi-layer approval processes are available for time, expense and project-based approvals.

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Standard reporting engine allows customers to build an unlimited number of custom reports.

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All reports are available as HTML, as well as other formats such as text or Excel.

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Reports have chart and alert options built in.

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Reportlink allows Journyx customers to connect Excel directly with Journyx for additional reporting flexibility.

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Journyx Integration with SL Options

• Journyx Accountlink for SL

• Direct Database Connection

• Flat file import/export

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Journyx Accountlink for Dynamics SL

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Journyx Accountlink for Dynamics• Set up Journyx with Microsoft Dynamics SL data

(employees, projects, tasks, etc.)• Automates the process of transferring project and

employee/contractor time and expense details from Journyx to Microsoft Dynamics SL

• Set up custom time & project processes with flexible options that don’t require custom code or technical expertise, such as approval workflows

• Staff can run Accountlink on demand or on a schedule to transfer data between SL and Journyx

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Questions?• We will be at Booth #17 following this presentation.

• Collateral, case studies and more are available.

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Please Contact Us With Any Questions:Brian MaxinDirector of Sales 512-225-3913maxin@journyx.com

www.journyx.com800-755-9878@JournyxInc

facebook.com/Journyx

linkedin.com/company/journyx-inc

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Please complete your evaluations!• This session must be added to

your conference “My Agenda” in order to do your evaluation!

• You must fill out an evaluation in order to obtain CPE credit (if applicable).

• A drawing from survey responses will be held on Friday, Sept 18th and again on Monday, Sept 21st to award prizes!

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What’s Next?• Visit www.journyx.com/dynamics for more info

– You can watch a short demo of our product here• Contact Us With Any Questions:

– Brian Maxin, Director of Sales– 512-225-3913– maxin@journyx.com

• Please fill out your session evaluation online – win prizes!

• Please fill in your Session Big Idea cards – win prizes!