Powerful Purchase Order Management and Invoice Authorization For Microsoft Dynamics Great Plains
Control, track, and report on spend easily. Approve purchase orders with real-time budget visibility to make efficient decisions. Streamline approval workflows with cloud access to approve across locations or outside the office. Automate AP with OCR and AI technology. All without increasing your Microsoft Great Plains user count.
How It Works
1
Speak with our Integrations Team
As Microsoft Great Plains is an installed software, with cloud hosting options, we have found the easiest approach to integration is to use customized exports. Our integrations team will work with you to customize the export as needed to integrate with your Microsoft Great Plains account.
2
Powerful Purchase Order Management
Request, approve, and manage purchase orders efficiently from anywhere on any device in PLANERGY’s cloud app with no user access to Microsoft Great Plains required.
3
Accounts Payable Invoice Matching Automation
Match invoices against the POs in PLANERGY to eliminate incorrect payments from fraud or manual error with full tracking of all records and relevant documents.
4
Authorized Invoices in Microsoft Great Plains
Push invoices to Microsoft Great Plains using a custom export and the standard Microsoft Great Plains invoice import routine. No manual entry and only invoices that have been authorized for payment will queue for export. Data is imported but still editable by your accountant before they process the payment.
Why Use PLANERGY with Microsoft Great Plains
Purchase Order Management with Powerful, Customizable Approval Workflows
Control, track, manage, and report on spend efficiently from anywhere. Automate the process and ensure compliant purchasing.
Budget Control and Spend Management
Manage expenditure against your budgets ensuring no overspends and give your purchase approvers remaining budget information to make better decisions faster.
Automatically Enforce 2- or 3-Way Matching Compliance
Match invoices against purchase orders and delivery slips to ensure accurate, fast, and effective invoice processing. Only authorized invoices go to Microsoft Great Plains for payment.
Centralize Your Processes and Remove Paper or Excel Based Problems
Store all your data and documents in one powerful cloud based procurement app accessible from anywhere. Remove the opportunity for manual errors and lost data tripping you up.
Track and Categorize Spend Easily
GL Code, projects, departments, user, supplier, and even optional custom fields give you all the information you need. Our powerful filterable, exportable, and customizable reports engine puts all the data at your fingertips at the push of a button.
Leave Microsoft Great Plains to Your Accounting Team
Keep access separate so you only need to give access to Microsoft Great Plains to your accountants and finance team while PLANERGY’s powerful user permissions engine allows you flexibility to control access for everyone involved in the procurement process.
Spend Management and AP Automation Software for Dynamics Great Plains
Fits into current workflows by seamlessly integrating with the software you use already
