Regardless of industry, company type, or corporate mission, if a company needs to track costs on projects, it needs a solid time and expense tracking application. Time and expense data can be used for project tracking, budgets, payroll, and tracking accruals, and the data can be pulled into other systems for billing vendors, payroll, and more. Many companies find that the time tracking functionality within Dynamics is insufficient for their needs. In this presentation, we’ll show you our application and provide real-world case studies on customers successfully using Journyx and Dynamics together.

1. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 1
Journyx: Advanced Time and
Expense Tracking for Microsoft
Dynamics
Presented by Brian Maxin
Director of Sales, Journyx

2. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 2
Brian Maxin
Director of Sales, Journyx, Inc.
Austin, Texas
About the Presenters

3. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 3
About Journyx Apps
Journyx is…
• A robust, flexible and easy
to use time, equipment and
expense tracking software.
• A solution that integrates
with Microsoft Dynamics
GP and GPPA.
• Offered as both a cloud and
on-premise solution.

4. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 4
Why Do Companies Use Journyx?
• Project Cost Accounting
• Resource Capacity Planning
• Billing Customers
• Running Payroll

5. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 5
How Journyx Fits In
• Organizations - regardless of industry or
company type - that need to track costs on
projects and manage resources need a solid
time, expense and resource tracking
application.
• The time, expense and resource tracking
functionality within Dynamics SL is insufficient
for their needs.

6. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 6
Benefits of Journyx
• Integration with Dynamics SL, MS Project and
other existing business systems (ADP, HR,
etc)
• Project and Payroll module interface
• Simple interface for time, expense and
“custom” data
• Resource planning and allocation
• Data entry validation and other business
rules engine (including Overtime for payroll)
• Mobile entry
• Multi-level approvals
• Flexible accrual calculations
• Simple, cost effective licensing model

7. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 7
Our Customer Told Us:
“The out of the box solution was frustrating. There were no
internal controls, no validation on accruals, no Overtime
calculations. We felt trapped, like the standard solution was our
only option and our hands were tied.”
“With the lack of data entry validation and Overtime
calculations, mistakes were happening. This led to the need to
spend a lot of time correcting timesheets”
"Administrators felt like, 'My job could be better spent doing
more productive work. I’m wasting time fixing mistakes that
other people made.’”

8. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 8
Our Partners Told Us:
“We needed a time tracking system that also helped us automate
the project on-boarding process. Understanding resource capacity
and being able to start projects immediately after closing the deal
was critical to customer satisfaction and success.”
“We needed time tracking data to be used for billing clients, and
also wanted this information to show which projects are profitable
and which aren’t.”
“Our customers needed one system to enter both time on projects
and time for payroll. Integration with both Dynamics and ADP was
essential for the success of our rollout.”

9. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 9
Journyx Solution

10. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 10
User-friendly interface allows quick time entry, time
off requests and viewing accrued PTO.

11. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 11
Additional time entry options.

12. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 12
Leave request forms allow employees to request time
off in advance with approval workflow process.

13. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 13
Employees can track expenses through the same
simple user interface.

14. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 14
Custom entry option for equipment utilization, widget
tracking, bonus pay, etc.

15. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 15
Project status dashboards help team members keep
up with assignments while entering work.

16. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 16
Resource availability views allow you to plan your projects based
on future capacity and avoid over-allocating individuals.

17. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 17
Data validation engine allows your organization to build data
entry validation rules to cut down on user entry errors.

18. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 18
Flexible, multi-layer approval processes are available
for time, expense and project-based approvals.

19. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 19
Standard reporting engine allows customers to build an
unlimited number of custom reports.

20. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 20
All reports are available as HTML, as well as other
formats such as text or Excel.

21. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 21
Reports have chart and alert options built in.

22. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 22
Reportlink allows Journyx customers to connect Excel
directly with Journyx for additional reporting flexibility.

23. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 23
Journyx Integration with SL Options
• Journyx Accountlink for SL
• Direct Database Connection
• Flat file import/export

24. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 24
Journyx Accountlink for
Dynamics SL

25. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 25
Journyx Accountlink for Dynamics
• Set up Journyx with Microsoft Dynamics SL data
(employees, projects, tasks, etc.)
• Automates the process of transferring project and
employee/contractor time and expense details
from Journyx to Microsoft Dynamics SL
• Set up custom time & project processes with
flexible options that don’t require custom code or
technical expertise, such as approval workflows
• Staff can run Accountlink on demand or on a
schedule to transfer data between SL and Journyx

26. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 26
Questions?
• We will be at Booth #17 following this presentation.
• Collateral, case studies and more are available.

27. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 27
Please Contact Us With Any Questions:
Brian Maxin
Director of Sales
512-225-3913
maxin@journyx.com
www.journyx.com
800-755-9878
@JournyxInc
facebook.com/Journyx
linkedin.com/company/journyx-inc

28. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 28
Please complete your evaluations!
• This session must be added to
your conference “My Agenda” in
order to do your evaluation!
• You must fill out an evaluation in
order to obtain CPE credit (if
applicable).
• A drawing from survey responses
will be held on Friday, Sept 18th
and again on Monday, Sept 21st to
award prizes!

29. Dynamics SL Annual User Conference
San Antonio, September 16-18, 2015 Slide 29
What’s Next?
• Visit www.journyx.com/dynamics for more info
– You can watch a short demo of our product here
• Contact Us With Any Questions:
– Brian Maxin, Director of Sales
– 512-225-3913
– maxin@journyx.com
• Please fill out your session evaluation online – win
prizes!
• Please fill in your Session Big Idea cards – win prizes!