Demo of Integration with Dynamics 365 Business Central
This eliminates the need to manually enter data into Business Central, thus reducing errors and maximizing efficiencies. Gorilla Expense supports both inbound (Purchase Invoice and/or General Journals) and outbound (jobs, tasks etc) integration with the latest versions of Business Central
As a national, non-profit organization, the U.S. Travel Association has acted as the voice for the U.S. travel industry for over 75 years. Currently serving over 1,100 leading traveling organizations, this association identifies significant opportunities and challenges for the sector, lobbies for favorable policies related to travel, offers education initiatives, and provides industry-specific data and analysis for its members.
In order to offer so many vital benefits, the U.S. Travel Association runs on membership subscriptions. This means reviewing subscriptions, sending invoices, and following up on unpaid dues for the finance team.
To further streamline their finance operations and increase remote capabilities during the 2020 pandemic, the U.S. Travel Association decided to migrate from the Microsoft Great Plains ERP to Microsoft Dynamics 365 Business Central. Gorilla Expense was able to make this migration smoother from an Expense Reporting perspective due to their plug and play integration with Business Central
AUTOMATIC CREDIT CARD IMPORT
The credit card import feature allows travelers to import corporate credit card transactions directly into the expense report. Due to this, it takes almost no time to complete an expense report. The credit card data can also be split into multiple lines using our split feature. We support multiple corporate credit card programs within the same application and we also support corporate credit cards issued in multiple billing currencies – a feature useful for our clients with a multi-national presence. Gorilla Expense partners with several major credit card companies and financial institutions.
ONLINE SECURE EXPENSE REPORTING
MILEAGE USING GOOGLE MAPS
Gorilla Expense utilizes Google Maps in the web application to capture mileage. When the user enters the start & end locations on a map, the application will calculate the number of miles and use it. The application also saves the Start and End locations in the comments field for visibility to approving managers. We also support advanced mileage rate calculation feature for Canadian and UK/Irish customers based on the distance traveled and car’s engine capacity
An in-built reporting module enables stakeholders to easily create ad-hoc reports, charts and graphs. These reports provide valuable slicing & dicing of T&E data to help make informed decisions. Reports can be created across several categories and formats which provide a quick assessment of performance.
Gorilla Expense provides the ability to allocate expenses to different projects, cost centers, departments, customers and other categories. This vastly improves spend visibility, assists expense tracking and promotes cost control through accountability. The various cost center fields can be easily set up to match company records.
MULTI-LEVEL APPROVAL & ELECTRONIC ROUTING
Users that are designated as Managers can view, save and approve/decline reports that are submitted by subordinates from within the application. The application also allows Managers to redirect reports to other Managers including Accounting for the final approval. All of this is managed electronically within the application.
With Gorilla Expense, users will be able to list the VAT or GST amount(s) for an expense. We can also auto-calculate these amounts based on the type of expense and province/state selected by the user. Since the transaction includes the receipt, companies will be in full compliance with typical VAT or GST reclaim requirements. Depending on the country, multiple fields can be enabled, each used for a different rate category in the system.
With Gorilla Expense, users can choose to work with more than 140 foreign currencies. Latest conversion rates can be used in transactions to reflect spend in home currency. Based on area of travel, a currency of choice can also be set to default in the system.
Gorilla Expense offers audit trail capability within the application that captures changes made at mutiple levels. This includes a description of the actual change as well as a date and time stamp. This helps identify, tackle and deter potential frauds.
INTEGRATION WITH ACCOUNTING & OTHER SYSTEMS
Gorilla Expense offers automated integration with several accounting systems. Our outbound integration creates Purchase Invoices in the AP module of the target accounting system. Our inbound integration imports project/job and employee-related data from the accounting systems – Thus eliminating the need to key in the data manually. In addition, we integrate with Payroll systems, Single-Sign-On providers. The section below lists some of our integrations.