Miriam needs to review invoices before they are sent to customers. Currently, invoices are created in Exact Globe but Miriam manages projects in Exact Synergy. The document proposes automating a process where trial invoices in Exact Globe generate review requests in Exact Synergy, allowing Miriam to verify invoices within the system she uses for project management before they are finalized. This combines the invoice creation in Globe with the collaboration features of Synergy to help Miriam maintain control over project billing.

1. Review of trial invoices Combining the power of Exact Globe and Exact Synergy

2. Meet Miriam

3. Successful delivery of her projects A happy customer What she cares about most?

4. She wants to be reliable No surprises to her, the team nor the customer

5. She needs to be in control of her projects

6. To plan people on her projects To create and manage her project budgets To be sure correct project rates are used She uses Synergy timesheet

7. To be in control if and when hours get invoiced She uses Synergy timesheet

8. She’s very satisfied with the way in which Synergy supports her in her daily work...

9. ...but she has a problem

10. The problem Miriam faces She would like to be able to verify invoices before they get sent to her customers Simply to ensure the invoices have the right description, references, layout, amounts etc

11. Using Exact Synergy timesheet solution, these invoices are processed in Exact Globe Where Miriam prefers to control all aspects of her projects in one environment: Exact Synergy. That’s her everyday cockpit Besides that, her company only provides F&A colleagues access to Exact Globe The problem Miriam faces

12. Her F&A colleagues making the invoices in Exact Globe, would like to help Miriam... ...but making a trial invoice, storing that in Exact Synergy and creating a review request, takes a lot of time The problem Miriam faces

13. How can we help Miriam?

14. Combine the power of Exact Globe and Exact Synergy Prepare and process the transactions in Exact Globe Use Exact Synergy for the collaboration part How? Solution

15. Specify what the URL is of Exact Synergy. No validation Specify what the request type ID is for the Synergy ‘review’ request we’re going to create. No validation, just specify a number between 0 and 9999

16. When printing a trial invoice, a new Review option

17. The regular process for trial invoice is executed Followed by automatically creating a new request in Exact Synergy Calling the ‘request’ webservice of Exact Synergy using the URL from ‘Connectivity’ settings Filling request type from ‘Invoice’ settings Filling the person and description from the trial invoice page Filling Account, Project, Invoice number (if available) from the invoice header Filling Currency with frkrg.valcode and filling Amount (realized) with frkrg.bdr_val Filling in the attachment with the trial invoice in HTML or PDF format, depending on the ‘Invoice’ settings If the user clicks ‘process’

18. Miriam gets a ‘review’ request in her workflow Miriam clicks the attachment to see the trial invoice

19. If the user clicks ‘process’

20. She verifies the invoice and gladly confirms it Thank you!

21. Miriam’s acknowledgement will arrive in the workflow of her F&A colleagues who can now send the invoice to the customer

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