m-hance: Three Steps to Success Event took place in Central London on 12th May 2015 and attended by our Microsoft Dynamics experts and customers looking to see how their ERP and CRM software can help them exceed business objectives. The event was delivered across 2 separate streams: a Microsoft Dynamics GP stream for finance professionals; and a Microsoft Dynamics CRM stream for marketing/support managers.

1. Three steps to success
2. “m-hance” with
added functionality
for Microsoft
Dynamics GP
Mary Jacobs
Product Manager

2. Purchase Management

3. £
m-hance
Bank Management
m-hance
Expenses Management
m-hance
VAT Management
M-hancementsm-hancements
m-hance
Purchase Management
£ %

4. Expense
Management
Procurement
Invoicing
Bank & VAT
Management
Mobility
Improving Performance

5. What is
Purchase
Management?
• Add on for Dynamics GP v10 and above
• Browser based
• Requisition entry and Approval
• Goods Receipts
• Invoice Approval
• User friendly
• Flexible approval rules
• Automatically creates purchase order
• Automatically creates shipment
transaction
• Integrated with Projects and Analytical
Accounting

6. Why Purchase Management?Why Purchase Management?
£
Control Less Time Green OptionVisibility

7. m-hance Purchase Management

8. m-hance Purchase Management

9. m-hance Expense
Management

10. Expense
Management
Functionality
• Expense Entry and approval
• Flexible workflow rules
• Expenses types set up in GP
• Holiday Cover
• Optional final Finance approval
• Email notifications
• Enforce company policy
• Smartlists for reporting
• Optional document
management for receipts

11. m-hance Expense Management

12. Software Phones
Tablets
Mobile ApprovalsMobile Approvals

13. Mobile Approvals

14. “Purchase Management has an easy
to use feel about it, which allows
staff to have more confidence when
using the product for the first time.”
Colin Tyson
YMCA England
“It has been a good experience
being part of the early adopter
programme for the expenses
module. Having been involved at
its inception has meant that we
already had good knowledge of
the system by the time of
installation and can immediately
see how this is going to benefit
the organisation as a whole.
From the start there are instant
staff time savings, we have been
able to streamline our processes
within the Finance function and it
also made it easier to enforce our
expenses policy with automated
settings within GP - reducing
manual checks further.“
Darren Rifat,
Amnesty International
“Being an early adopter has been a
great benefit to Naylors as we have had
the ability to work with the development
team to ensure we get the best out of
the product for our business”
Jane Wilby
Naylor Industries

15. Bank Management

16. • Works Directly off the GL
• No import Routine
• Highlight Posting errors
and mistakes
• Flexible Matching Rules
• Automatic Grouping
• User friendly screen
m-hance Bank Management

17. Additional Features
Audit trail tracking
Payment authorisation
File configuration and generation

18. Why Purchase Management?Benefits
£
Control Less TimeAccuracy

19. Roadmap
• Automatic Journal Creation
• Filter on multiple fields
• Toggle between fields
• Source Codes
• BAI statement imports
• File Encryption
• More detailed grouping of
transactions
• Grouping Statement transactions

20. VAT Management

21. VAT Management
• For organisations who are
unable to reclaim the full
amount of VAT on purchases
• Recoverable and irrecoverable
elements calculated
automatically and posted to
relevant account codes
• Annual and period adjustments

22. Assign Recovery
Type and %
How does it work?

23. Reporting
• Adapted VAT
Daybook Reports
• Smartlist

24. Thank you
Please complete your
feedback forms now