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Simplified tracking and reporting of travelling expenses
Watch this short demonstration of how AX 2012 can help simplify and streamline the entry and reporting of expenses of field staff while they are on the road. The powerful workflows in AX 2012 make it very easy to monitor expenses from entry to approval stage with minimal back office intervention. Expense Management in AX 2012 means your staff can spend less time on administrative tasks and more time with clients.
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Details on Dynamics AX functionality for Professional Services
Project Management
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Integrate financial, resource, task, and intellectual capital information to streamline company and project-related resources and improve accuracy
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Increase efficiency and employee productivity
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Configure work breakdown structures (WBS) at the company, client, product, and project levels
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Define matrix tables for costs and rates
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Establish billing rules and revenue recognition methods
Process Management
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Gain insight into critical business information and trends with consolidated client and project information
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Communicate company information to employees in the field
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Centralise the management of and access to critical company information
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Track and analyse transactions across your entire organisation
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Drill down to any level of detail
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Manage accounts effectively
Financial Management
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View client, contract, budget, and project management details to monitor profitability and avoid cost overruns
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Automate approval processes for documents and line items
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Streamline processes for cash advances, travel advances, and credit card reconciliation
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Track estimated versus actual costs
Document and intellectual capital management
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Provide team members with access to critical company information and consolidated project information
Project analysis
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Manage projects and resources more effectively
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Analyse costs and projects at any level of detail
Client profile archives
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Archive and retrieve historical staffing plans, out-of-pocket estimates, and budget reconciliations
Project billing
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Manage supplier and client agreements more effectively
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Define recognition at the company, client, or project level
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Pre-configure specific billing rules by client for percent complete, completed contract, time and materials, and fixed fee
Multi-company and multi-currency support
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Operate smoothly across countries, languages, and currencies
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Track financial transactions throughout your business
Integration with familiar software
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Integration with familiar productivity software, including Microsoft Office Excel and Microsoft Office Word
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Streamline financial processes with Microsoft Dynamics AX general ledger, purchasing, and receivables applications
