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What Is Moniroo? See Moniroo in Action |  Learn more about Moniroo's features

No matter what size your business is, time tracking is always a good idea. Without time tracking software, it's easy for your employees to get lost in projects and hard to follow their efficiency and productivity. Below are more reasons why it’s worth considering implementing a time tracking software for your business:

Track Work Efficiently

Time tracking software can create time sheets, which makes it easier to understand your company's workflow. Moreover, you can do without the punch-in/punch-out process and other old-fashioned attendance systems, which make time tracking process more complicated and less convenient both for you and your employees.

Improved Client Billing

When you're billing your clients hourly, time tracking becomes an important part of your successful relationships. Without a proper time tracking software, your customers won't get quick and accurate bills, which will affect not only your relationships with the customer but the credibility of your business in general.

Increased Employee Satisfaction

Time tracking software makes a huge difference for your employees. Time tracking software gives them clear perspective on their tasks, which helps them to organize their time, prioritize their efforts and stay effective during the work hours. These relieve pressure from managers as they don't need to follow every step of their team, which is also a good for the employees, as they feel less stressed.

Help lead your business to be more efficient - track your time with our Time and Expense System, which seamlessly integrates with Microsoft Dynamics.

Alina HuraDigital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

Published in TEX Portal

 What Is Moniroo? See Moniroo in Action Learn more about Moniroo's features

More than a software for tracking vacation time or employee hours, an encompassing time and expense system such as Moniroo should prove to be a trusty guide in helping to determine employee efficiency, project budget, internal cost and time off scheduling. A reliable time and expense software should also give staff a real-time visibility of all time and expense data.  

Here are top 3 reasons why it’s worth investing in a time and expense system:

1. Track Project Cost and Budget

Apart from determining a project’s budget in the initial planning stages, ensuring that the costs are in-line every step of the way is a must. Tracking progress, time spent on specific projects and determining available resources allows a project manager to identify issues as they happen and make corrections (allotting more or less time depending on the tasks accomplished).

A time and expense management system also keeps a record of tracked projects allowing for better budget and time estimates in the future having the records as reference.

2. Employee Efficiency

Tracking the amount of work for each employee gives an overarching view of employee efficiency. Keeping a log of the tasks and amount of time spent enables managers to evaluate and modify how long tasks are performed and properly allocate resources and responsibilities.

3. Eliminate Paper Trails

Instead of having to look back into numerous spreadsheets and varying systems as reference, a time and expense system should integrate financial data, provide reporting with analytics and dashboards and give an accurate view of expenses and data records. Eliminating paper trails decreases the possibility for processing errors. Incase an error does occur, chances are they can be easily visible through a single consolidated source of data with a time and expense system.

To learn more about Moniroo and its capabilities, click here.

Published in TEX Portal

Moniroo – WebSan Solutions’ time and expense system that integrates with Microsoft Dynamics GP, will enhance its look and features for an upcoming release. Equipped with a dashboard that allows easy access to the system’s modules, Moniroo continues to improve its capabilities to best support integration to Dynamics GP and offer the best solution for both on-premise and hosted clients.

Below are the modules included within Moniroo:

    • Project Management – Add budget lines, fee lines and schedules into your projects
    • Timesheet Management – Enables tracking of employees’ time according to client, project and task
    • Expense – Tracks expenses in multiple currencies and employee expenses including travel, vehicle mileage, hotel, tips and other work related expenses
    • Miscellaneous Logs – Tracks upgrades and various cost categories and lists the time that they were completed
    • Purchase Orders – Create and approve Purchase Requisitions
    • General Ledger – Tracks when money is taken from one account to another
    • Service – Tracks maintenance on service equipment and vehicles
    • Sales – Create sales invoices and receipts
    • WMS – Organize inventory tracking and transfer cycle counts
    • Approvals – Approve documents for integration into Dynamics GP
    • History – Look up any past documents uploaded in Moniroo
    • Reporting – Print reports and export data to Word, Excel, PDF or image format

Moniroo Enhancement2015

To learn more about Moniroo and its features, visit our webpage or view our Moniroo videos on YouTube!

Click here to view our Moniroo webpage

Click here to see Moniroo videos on our YouTube channel

 

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in TEX Portal

Learn more about our PSA SolutionGet an online quoteFree Dynamics GP Demo

If you find your company is struggling with charging clients or justifying costs internally, it’s high time you considered a Professional Services Automation (PSA) solution.

A Professional Services Automation (PSA) allows you to:

  • accurately record time and expenses
  • effectively schedule the right resources
  • ensure timely billing
  • measure the financial performance of both your projects and employees

Before diving deep into searching for the best PSA solution out in the market, you need to take into account the following:

Business needs – You have to decide which processes are the most critical for your organization and have to be automated. There are a lot of solutions that promise they do wonders for your business, but they might be missing the specific options you need.

Scalability – Will the software grow with you? You need to select a flexible PSA solution and make sure that you can update features, add new users or remove existing ones.

Team Decision – Gather all the people in your organization that are going to be involved in the implementation process. This will make it easier for you once you’ll have to get all users onboard to use the PSA solution.

WebSan Solutions is holding a webinar this November that will get you familiar with the idea of using a PSA solution for your business needs. You’ll also have the chance to look at Moniroo, our Professional Services Automation solution that integrates seamlessly with Microsoft Dynamics GP.

Register for our webinar on November 20th, 2014 at 11 am EST

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award for Service Excellence 2014 Finalist

Published in TEX Portal

Learn more about Dynamics GPView Dynamics GP PricingDownload a FREE Demo

Microsoft has announced that Business Portal and Microsoft SharePoint Server 2010 runtime will be discontinued from Microsoft Dynamics GP 2015.

However, the core Business Portal functionality will be included in the GP 2015 web or desktop client. According to Microsoft's Kelly Obach, Manager of the Executive Business Center:

"The plan is to basically phase out Business Portal as we release apps or modules inside Dynamics GP that replace the same functionality".

So, for those clients that would like to purchase or upgrade to Dynamics GP 2015, Business Portal will no longer be available.

In the meantime, you can have a look at WebSan's Time and Expense Management System that seamlessly integrates with Dynamics GP and offers similar, if not better, functionality to Business Portal. From timesheet and expense management to approvals, advanced reporting and purchase orders, our Time and Expense System can improve your employee's productivity and your company's profitability.

Find out more about our Time and Expense System for Dynamics GP

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

Published in Microsoft Dynamics GP

Our Time and Expense Management System offered by WebSan Solutions Inc. allows the employee to easily include and process any expenses that he or she may incur on a company credit card, along with any expenses that were not processed through the company credit card.

This feature is great for the finance department, as they don’t need to do any additional work on their end to process the expense, or to make sure that the appropriate amounts get paid to the employee and the credit card issuer.  All that work is done by the employee who incurred the expense.

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When an employee is set up with a company credit card, all he or she needs to do when entering in an expense, is to select the option in the drop down box that is provided and the system automatically sets up payments in Microsoft Dynamics GP to be paid to the credit card vendor for the marked entries.

By: Matt Locke, Application Developer, WebSan Solutions Inc. a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.

 

Published in professional services

Remember when you had to record your time on a spreadsheet? Then your boss had to approve it and send it to HR in order for you to get paid? Spreadsheets are still an important way to track information; however, tracking your time and expenses on a spreadsheet can become time-consuming and leaves room for more inaccuracy. WebSan Solutions has developed an add-on to eliminate spreadsheets in order to create efficiency within your organization.

The benefits of our system include:

  • Seamless integration with Dynamics GP database
  • Handle Canadian VAT (value added tax) and US taxes seamlessly
  • Track days off, holiday and vacation time
  • Internal reporting for timesheet status, expense reports, and history
  • Supports attaching receipts and documents to expense and timesheets
  • No need to use PDK to approve timesheets, ONE complete integrated solution
  • Full browser interoperability, so you can use your favorite browser and not just IE.

We fully integrate with Microsoft Dynamics GP, there are no firewall issues and our solution is 90% easier to setup and use! To find our more information about our Time and Expense Management System, contact us today!

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc.

Published in Uncategorized

WebSan Solutions Inc., Largest Canadian Cloud Dynamics GP Partner announced the latest release of its Time and Expense portal for Dynamics GP.

Working with Microsoft Dynamics GP for many years has given WebSan the opportunity to help clients overcome many business challenges. Their latest Time and Expense Portal continues to allow Dynamics GP users to enter time and expenses anytime, anywhere without the typical limitations of Microsoft's Business Portal solution.

Some of the key features that are now included in the latest release are the following:

  • Seamless integration with Dynamics GP database
  • Process timesheets and expenses in an easy to use, web-based format
  • Handle Canadian VAT (value added tax) and US taxes seamlessly
  • Automatic approval workflows for time and expense submission based on $ limits
  • Track days off, holiday and vacation time
  • Purchase requisition approval module
  • Internal reporting for timesheet status, expense reports and history
  • Works with on-premise or Cloud-deployed Dynamics GP
  • SQL Report viewer with self-managed security and ability to export to Word, Excel, PDF or Images
  • Built in user messaging

To see WebSan’s Time and Expense portal in action click the link:

http://www.youtube.com/watch?v=MCu3BM3DInA&list=UUHAtQ9fSm1oPZYDW37ELFAA&index=1

“Business Portal could never handle Canadian VAT taxes for us. We constantly had to modify expense reports in PDK in order to properly account for the taxes. WebSan’s Time and Expense portal has completely eliminated manual intervention and streamlined our expense management process immensely!” – Controller, Canadian Software service provider.

Published in Dynamics GP
Monday, 01 October 2012 09:00

Modern day time and expense management

Employees can work from home, the office or on the beach. Because of the IT cloud movement you no longer have to be confined to your desk. That doesn’t mean that less work gets done, it just means you have more of a flexible environment to work from. This can make you more efficient and manage your time better because you now have options. Generation Y is all about “multi-tasking” and being technology driven.  So it’s only logical to have employees enter their time and expense via internet/remotely.

According to Forrester Research , as of 2011, about 34 million people work from their residence occasionally. Forrester Research also predicts that the number of people who work remotely will nearly double -- to approximately 63 million people -- by the year 2016.With that said, the modern day time and expense management needs to keep up with this growing movement.

A benefit from an employee’s perspective is being worry-free about forgetting to enter an expense or time worked. If you come home and realized you forgot to enter your time, you can now go on the internet and enter it right away. Being able to enter your time or expenses as they occur increases accuracy.

A benefit from an employer’s view is that work can get done regardless of where their employee is. It’s now easier to capture your employees’ time and expenses. No more paper!

Published in Dynamics GP