For Microsoft Dynamics 365 Finance & Supply Chain Management
Finance Suite Software
Our finance suite software provides companies with integrated tools for reporting, forecasting, and compliance
– all in one scalable cloud platform.
Synchronization of bank and general ledger balances
Finance | Payment
Management
Key tasks, such as synchronization of bank and general ledger balances, are part of the everyday work of a financial accountant. Any irregularities must be detected and hundreds or even thousands of transactions checked and corrected. It is often difficult to find errors, especially if you still enter your customer‘s account statements manually. Each transaction must be assigned and reconciled individually. This takes a lot of time, and the costs for your company are therefore significant.
Processing customer invoicing
Finance |
Invoicing
The automation of processes has made great strides in most areas of a company and makes daily work easier for you and your employees. But does this also apply to your processes in financial accounting and especially to your invoicing to customers? Financial accountants often have to post each customer invoice individually. There is a lot of manual work involved and this is very time consuming. But it could be so much easier and faster…
Easy & fast as never before
Finance |
Payment
Management
Your advantages
Key tasks, such as synchronization of bank and general ledger balances, are part of the everyday work of a financial accountant. Any irregularities must be detected and hundreds or even thousands of transactions checked and corrected. It is often difficult to find errors, especially if you still enter your customer‘s account statements manually. Each transaction must be assigned and reconciled individually. This takes a lot of time, and the costs for your company are therefore significant.
You can make your Paypal payment notifications available to Finance | Payment Management via the Microsoft Standard. Our matching rules use the same mechanism as for account statements to find the right open items.
- Microsoft Dynamics 365 for Finance and Operations, Version 8.1 or higher (Version 8.0 on request)
- Current account
- Online banking
Manual work is reduced to a minimum, e.g. by automatic account detection, initial account assignment of items to accounts receivable / accounts payable / general ledger accounts
Cash discounts are accounted according to overdue days tolerances, percentage variance of amounts, maximum amount
Import your account statements with the common CAMT.053 / CAMT.054 / MT940 interface formats
AUTOMATED INVOICING:
SAVE TIME & MINIMIZE EFFORT
Finance |
Invoicing
Challenge
At the end of each day, week or month, the important task is to issue invoices to all customers for their orders delivered. These are both individual and collective invoices, which are sent to the customer in pdf, xml or classic paper form. When creating these invoices, there are various factors that have to be taken into account, such as different invoice addresses, separation of the invoice and credit notes or sorting of the orders on the invoice. With manual processing, it is almost impossible to keep track of everything. In addition, this high manual effort results in significant costs.
Solution
The INVOICING extension from GWS Finance SUITE software offers you a fully automated solution. Once set up, not even a click is required to generate the collective invoices. Instead, a fully automated batch run is started every evening, which posts an invoice for the customer analogous to the invoicing interval. The function is based on the standard functionalities of Microsoft Dynamics 365 for Finance & Supply Chain Management for batch invoicing and is completely integrated into the system.
Your advantages
Manual processing is eliminated through automated invoicing
High-performance runtimes – batch runs are performed at defined times
Maximum flexibility – simple criteria for separating invoices and credit notes
Simple set up of the parameters for invoicing at the customer
Maximum options – summary update for invoices per invoice account, per order or per packing slip
High transparency through execution history with direct link to invoice journal and invoice history
Simple, understandable use – one-time setup
The day interval at the customer controls the invoice date
Time & cost saving – possibility of complete invoicing
We are here for you!
Discover how our finance suite software can streamline your operations – contact us for a demo. Do you have any questions or would you like a free consultation? Then our expert Niklas Brink will be happy to help you at any time. Simply submit your query using the contact form below. You will receive an answer within two working days.