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Deep Integrations in Expense and Time Management Presented by: Ryan Becker, Senior Account Executive, Nexonia

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Page 1: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

Deep Integrations in Expense and Time Management

Presented by: Ryan Becker, Senior Account Executive, Nexonia

Page 2: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

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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Page 3: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

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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Page 4: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

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.

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Page 5: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

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.

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Page 6: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

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.

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!?

Page 7: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

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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Page 8: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

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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Page 9: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

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.

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Page 10: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

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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Page 11: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

DEMO

Page 12: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

Questions?

Page 13: Expense and Time Management Deep Integrations in Connect 2017... · • All approved data automatically syncs to your GP account segments (including their interrelations) and all

THANK YOU

For more information, contact: Ryan Becker, Senior Account Executive, Strategic Alliances

[email protected]