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Expense Reports Systems

  • 1.  Expense Reports Systems

    NAVUG ALL STAR
    Posted Dec 08, 2020 05:03 PM
    Hi!
    We currently use Concur, and it's an Island. It doesn't talk to NAV at all and/or our Azure SSO.

    We're upgrading next year and I thought to myself: what if there's a better program that does connect to NAV better, maybe to Azure SSO so managers, terms, new hire, etc would also work.

    Must also do corp credit cards.

    Anyone have any experience with any programs that actually integrate they would recommend?

    Continia is about the only one I sort of can name but at least last time we looked at it we didn't love love it (the UX experience). Maybe has changed since then.




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    Andrea Riviezzo
    IT Manager - NAV
    Charlotte's Web, Inc.
    Boulder CO
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Expense Reports Systems

    Posted Dec 09, 2020 07:53 AM
    We went through the same evaluation process recently (also have corp cards), and decided to use a 3rd party tool called PivotNexus to integrate Concur to our Business Central.  We're still in the middle of the implementation, so I can't quite speak to its efficacy yet, but it was promising enough for us to give it a shot.  It's also quite affordable.  We couldn't find any other expense system that did corp cards and also managed GSA per diem rates and would integrate natively to BC, so it didn't seem worth the hassle to leave Concur.

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    Tom Shannon
    CFO
    Ohio Shared Information Systems
    Cincinnati OH
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Expense Reports Systems

    SILVER CONTRIBUTOR
    Posted Dec 09, 2020 09:03 AM
    There are many solutions available for Business Central.  A few for you to check out:

    PN3 
    DXCPS-EX
    DynamicPoint Easy EXP365
    Gorilla Expense

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    Kim Peterson
    Founder
    Dynamics Connections
    Battle Lake MN
    Kim@DynamicsConnections.com
    701-261-7307
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 4.  RE: Expense Reports Systems

    NAVUG ALL STAR
    Posted Dec 09, 2020 11:02 AM
    Andrea,

    Look at this integrated solution connecting Concur to NAV/BC.

    https://www.wipfli.com/software-solutions/wipfli-marketplace/concur-connectors/concur-connectors-microsoft-dynamics-365-business-central

    If you want to chat about others, I have worked with a few over the years.

    Thank you and Happy Holidays.
    Steve

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    Steven Chinsky
    Senior Functional NAV/BC Consultant
    Wipfli
    Mansfield MA
    NAVUG All-Star, Granite Award Recipient, DCMP
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 5.  RE: Expense Reports Systems

    NAVUG ALL STAR
    Posted Dec 10, 2020 09:58 AM
    It's been a while since I've looked into all of this, but I still have Expensify on my list to do additional research on. I like their user interface and there is (or was) a BC integration through Stoneridge. When I used it in the past, we created a file format to copy / paste into BC, which is a decent stop gap until it can be connected either through an existing connection or modified specific for you.

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    Amanda Mayer
    NAVUG All Star
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 6.  RE: Expense Reports Systems

    TOP CONTRIBUTOR
    Posted Dec 11, 2020 11:12 AM
    We have used Expensify for years, I really like the product.  I haven't worked with the automatic integration to BC on prem as we are in the process of upgrading to SAAS, once we do I'll work on the integration.  In the meantime I created an export format that I just copy and paste the lines into my purchase invoice - it takes seconds.

    It's worked very well for us.

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    Liz McQuiston
    Corporate Controller
    Superior Walls of America
    New Holland PA
    Running BC on Prem
    ******************************
    BCUG/NAVUG Board of Advisors
    Delaware Valley Chapter Leader
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 7.  RE: Expense Reports Systems

    TOP CONTRIBUTOR
    Posted Dec 10, 2020 02:32 PM
    Edited by Bob Stahr Dec 10, 2020 02:34 PM

    @Andrea Riviezzo

    RE Your mention of Continia :

    Continia is about the only one I sort of can name, but at least last time we looked at it we didn't love love it (the UX experience).
    Maybe has changed since then.

    How long ago did you review the Continia plug-in?
    What I have seen is that the Continia folks have continued to advance their product and now have a very clean, slick IOS/Android mobile app for end-users to file expense reports:

    How long ago did you review the Continia plug-in?  What I have seen that the Continia folks have been advancing their product and now have a very clean, slick IOS/Android mobile app for end-users to file expense reports:

    It is fully integrated (actually, the core app is a native ISV inside BC/NAV). They continue to support historical NAV/BC versions, both On-Prem and SaaS cloud-hosted versions, into the future.

    (I think it is rare for those filing expense reports to use the NAV/BC app for filing expense reports, once they use the mobile app, they don't go back to the desktop/excel paper again)

     

    So, I would think you'll want to take another look via a certified Partner of the ISV.

    -Bob*



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    -Bob*
    Bob Stahr
    BTC - Business Technology Consulting  | http://bit.ly/wwwbtc
    bob@stahr.us
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 8.  RE: Expense Reports Systems

    Posted Dec 10, 2020 05:14 PM
    I'm with Bob re. Continia. I find it to be priced right, has the right feature set and implements quickly. My top reason however is that their DNA is NAV. I see mention of integrations with the other systems and I am not a fan. You do not need to worry about an integration that can be problematic or third-party. Continia is just built in. You don't have to worry about it breaking when something in core NAV/BC changes.

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    Jim Augenstein
    Customer Engagement Specialist
    Innovia Consulting
    Onalaska WI
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 9.  RE: Expense Reports Systems

    TOP CONTRIBUTOR
    Posted Dec 11, 2020 04:25 PM
    Continia, as an integrated BC ISV, allows you to provide your users with a good phone app. Also, it provides an accounting dashboard to monitor activity, identify missing receipts for corporate card charges and request receipts from your users all via the App. Optionally, you can implement web approvals to manage the approvals for expense reports.

    It supports...
    • Corporate Cards
    • Personal Cards
    • Cash
    If you have not looked at it lately, it is worth investigating further since you can fully integrate it with your business processes.

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    Andrew Good
    President
    Liberty Grove Software
    Oakbrook Terrace IL
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 10.  RE: Expense Reports Systems

    TOP CONTRIBUTOR
    Posted Dec 14, 2020 08:18 AM
    We chose Gorilla expenses. Juist went live using it and adding to BC in Q1

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    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 11.  RE: Expense Reports Systems

    Posted Dec 14, 2020 09:01 AM

    Zetadocs Expenses fully integrates with BC. Happy to discuss if you like.

    Sandra Cummins
    Equisys Senior Account Manager
    scummins@usa.equisys.com
    https://www.equisys.com



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    Sandra Cummins
    Equisys
    Alpharetta GA
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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