Gorilla Expense makes travel and expense reporting a breeze with an easy, seamless, and scalable solution for businesses of all sizes. It provides smooth and automatic integration with Microsoft Dynamics GP. In fact, with Gorilla Expenses proprietary integration software, it all happens in just one click of a button. Read more
There is always room for improvement when it comes to anything, and so, you’re probably reading this because you want to improve the current expense management system and processes you have.
So before shopping and procuring an expense management software, you have to look at the specific requirements of your organization. What does the day to day operations look like from an expense standpoint? Is the software going to scale and adapt to your needs? Do you deal with international travel and booking that needs to be addressed? Does your business use corporate credit cards?
Now that you have figured out your unique requirements, you have a better idea of what to look for to make your expense management so much more efficient. Take a look at these expense management software must-haves:
As you can see, there is not really one perfect solution that it comes down to. The best solution out there is really the one that works best for your company and your needs.
It is also important to understand how the expense management solution can configured to fit your organization. And there is where Gorilla Expense comes in. Gorilla Expense can accommodate various expense management needs, and we specialize in integrating the data into Microsoft Dynamics ERP. We work with various customers across the world and across myriad industries.
If you would like to see a live demo of the solution or have any questions, please contact us at sales@gorillaexpense.com
Microsoft officially announced that Business Portal and Microsoft SharePoint Server 2010 runtime will be discontinued in Microsoft Dynamics GP 2015. They plan to focus instead on including most of the functionalities directly into the core code base of Dynamics GP 2015.
“The plan is to basically phase out Business Portal as we release apps or modules inside Dynamics GP that replace the same functionality”, said Microsoft’s Kelly Obach, Manager of the Executive Business Center.
Business Portal has been an important and integral part of Dynamics GP for many years. Users could gain a quick peek into a company’s data and run graphical reports quickly. Of course all the goodness did not come without challenges, ranging from software requirements, tricky admin functionality of the module and proprietary architecture. Business Portal also provided a basic non-mobile solution for capturing project related expenses.
GP 2015 Features (Click on Image)
For customers looking to upgrade to Dynamics GP 2015 from older versions or for customers looking to migrate to GP 2015 from other systems, Business Portal will no longer be available. If T&E Expense Management in Dynamics GP is an important requirement for your business, what do you do?
That’s where ISVs like Gorilla Expense fill the gap with our expense reporting software for GP, which integrates with various versions (GP 10, GP 2010, GP 2013). While Microsoft Dynamics brings great features to the core ERP product, we bring the robust expense related pieces which include Mobile Apps, Web Application, Credit Card Integration and seamless + fully Automated Integration into Dynamics GP using our proprietary Integration App.
Not only does it solve the challenges and pain points for the customer, it also enhances capabilities within GP. Check out the video of our automated integration with GP (VIDEO)
Our solution is not only powerful but also very easy to use and intuitive. And most importantly, we pride ourselves in providing the best support you have ever seen from an ISV. Our goal is to ‘Wow!’ the customer every time. Don’t believe us? See what our customers are saying about us (TESTIMONIALS)
As a Premium GPUG member, you can also view the webinar we did with GPUG on ‘Make T&E Expense Reporting for Dynamics GP Painless & Paperless’ here (WEBINAR)
GPUG Premium Member
If you are interested in a personalized demo of our expense management software for Dynamics GP, contact us at sales@gorillaexpense.com
Ask any traveling employee or AP Manager for a task they dislike the most in their day-to-day work. The inevitable answer will be – expense reporting.
Let’s face it – expense reports are despised, they are delayed, they are viewed as distractions and simply considered to be a hassle. But they are a necessary element of today’s increasingly mobile workforce. With corporate cards, foreign currencies, cash advances and many other moving pieces, expense reports continue to be daunting. And that is where technology and automation comes to the rescue.
Many companies struggle to tackle challenges and take firm steps with automating the expense reporting process because of not knowing where to start, when it comes to automating the process. Aberdeen Research Group’s report (‘Expense Management for a New Decade and The Mid-Market Expense Management Program’) says that:
* 56% of mid-market companies have limited visibility into T&E spending
* Only 33% leverage cloud-based expense reporting solutions
* Only 28% utilize corporate credit cards and integrate the data in T&E systems
* Just 15% provide T&E data to C-level executives for financial forecasting purposes
The good news is that cloud-based T&E software’s like Gorilla Expense have significantly brought down the cost of automating the expense reporting process. The software provides significant reduction in expense processing costs and removes frustrations for the travelers and accounting teams.
To reap the benefits and take the hassle out of this process, here are three steps that companies can execute on immediately:
1> Automate the T&E process to eliminate manual work while utilizing the latest technology
Gorilla Expense provides multiple options for users to submit expenses – mobile, web, corporate credit card import and email forwarding. By utilizing the mobile app, the entire expense report can be submitted from the mobile device by the user without having to get in front of a computer!
The advantage for the user is that the expenses are done immediately after incurred along with all the relevant information including expense categorizations and receipts. Since the managers can approve expense reports on the mobile device, their work becomes quick and simple too.
2> Integrate the expense data into Dynamics GP and stop manual data entry
Once the expense report is approved, the most preferable way is to send the data to GP without having to manually key in the data.
Gorilla Expense’s ‘1-click’ integration can send the data to GP in seconds with a single click! The standard and most common integration is to Payables within GP. Here, Gorilla Expense sends expense data as a Payable Transaction Entry within the Purchasing module.
Gorilla Expense can also integrate the data to the Project module in GP for project related expenses. The project managers can be setup as approvers in the chain so that there is full visibility of T&E spend related to projects.
3> Educate employees regularly on expense report related policies and processes
Companies that are serious about tackling the challenges associated with a manual T&E process must provide clear guidelines to employees and communicate them consistently.
When it comes to policies, companies must inform and educate employees about what are considered soft violations, what are hard violations and what are the ramifications for breaking policies. Companies must appoint a designated expert who can answer questions from employees and clarify doubts.
In conclusion, by simply following these 3 steps, companies can derive benefits immediately and make life easier for the road warriors and accounting personnel. And that’s a sure-fire way of improving productivity and cutting costs overnight versus a manual expense process that can be wasteful and reckless.
**
Interested in visualizing the benefits of T&E automation? Curious to see how the various moving pieces like corp. card, mobile expenses come together? Want to see the GP integration in action?
Dynamics-GP-Expense-Tracking
As we all know Dynamics GP provides an organization with solid agility and flexibility in meeting their business needs today and also into the future. With such flexibility, comes the ability to configure GP in many different ways to meet unique requirements of the organization – and this extends to expense reporting as well.
Gorilla Expense offers a fully automated and seamless integration with GP. We refer to this as ‘1-click’ integration’. We do this by using web services and eConnect, depending on the customer’s preference. While we can do a flat-file based integration, our customers love the way our integration app sends the data from several expense reports to GP with just a click! When it comes to expense reporting, there are multiple ways to integrate the data from our system to GP. In this series, we will be exploring the different flavors of our integration with GP.
Integration with Payables in GP – Series (1 of 3)
This is the standard and most common format of our integration with GP. Here, we send the expense data as a Payable Transaction Entry within the Purchasing module in GP. Expenses sent from our system will show up as invoices. Depending on the payment method defined in our system and the setup of vendors, the invoice will be issued for the employee or the corporate credit card.
Integration with Project Accounting in GP – Series (2 of 3)
Here, we send the expense data from our system to the Project Accounting module in GP, where expenses will be captured against different cost categories and tied to specific open projects. The project workflow is also mapped within our system such that the respective project owner(s) will be approving the expense reports before they are sent to GP.
Integration with Receivings in GP – Series (3 of 3)
Here, we will send the data as a Receivings Transaction Entry within the Purchasing module. The expenses are allocated to different cost categories and the PO number is referenced. Since these expenses will show up as Receivables once posted, this integration is used when the customer is planning to bill back their clients. The customer name /PO number is referenced in our application so that the expenses are tied to it.
Besides these, we can also configure our Integration App to do other forms of integration as needed. In the next article, we will showcase our integration with Payables in GP. Stay tuned!