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Invoices & TImesheets

  • 1.  Invoices & TImesheets

    Posted Aug 27, 2019 01:23 PM
    We are using GP2010 to do invoicing and BBO for timesheets. Currently, the finance team prints out all of the invoices from GP, then pronts out all of the timesheets from BBO. Puts the correct timesheet with the matching timesheets for each client and then scans them in to create PDF that can be emailed that includes the timesheets and the invoices.
    I am new to both GP and BBO, but there HAS to be a better way to do this.
    We are a CA based company and require time-in/time-out timesheets... which is why we cannot use the timesheets in GP.

    Has anyone faced something similar and found a solution?
    Thanks!

    #GP2013R2andEarlier​​

    ------------------------------
    Jody Brockman
    Ascent Services Group
    Concord CA
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Invoices & TImesheets

    TOP CONTRIBUTOR
    Posted Aug 28, 2019 01:36 AM

    Can you get to the data in BBO? One idea is to use SQL Server Reporting Services to create invoices which pull data from both systems.

     

     

    Charles Allen

    Senior Consulting Manager | BKD

    2700 Post Oak Blvd. Suite 1500

    Houston, TX 77056

    713.499.4629 Direct

    713.494.2104 Mobile

     

    Solver badge-7829

     

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  • 3.  RE: Invoices & TImesheets

    Posted Aug 28, 2019 09:30 AM
    Good morning!

    I wrote a long thing about how my company utilized Integration Manager to import time sheets from an external system, but re-reading your question it looks like what you need is a watched folder!

    "An administrator can configure a network folder, known as a watched folder, so that when a user places a file (such as a PDF file) in the watched folder, a pre-configured operation is started and manipulates the file." -from Adobe's website, but they aren't the only option

    There are lots of software and programmatic options to make this happen, but essentially invoices go in one folder named with an identifier and time sheets go in another folder with the identifier to match to appropriate invoice, code matches and combines them into a new pdf.

    You probably already own software that can do this, and it is just a matter of setting it up. If not, there are solutions to fit any budget.

    Hope this helps!
    Rebeccah

    ------------------------------
    Rebeccah Grimes
    Application Specialist, MS Dynamics GP
    Tech24
    A Commercial Foodservice Repair, Inc Company
    ------------------------------

    Original Message
    Academy - Online Interactive Learning from Experts


  • 4.  RE: Invoices & TImesheets

    SILVER CONTRIBUTOR
    Posted Aug 28, 2019 10:14 AM
    Good morning, Jody.

    I don't like to make assumptions so I just wanted to clarify.  When you say BBO, you are referring to Bullhorn Back Office? If so, it sounds like you are in the staffing industry?  Would you mind me asking who your partner is?

    If I have the information correct, I can provide more information.  If it's incorrect, then at least I am not wasting any of your time. :)

    Thank you!

    ------------------------------
    Jamie Evenson
    CEO
    Najaxa Software
    Las Vegas, NV
    ------------------------------

    Original Message
    Academy - Online Interactive Learning from Experts


  • 5.  RE: Invoices & TImesheets

    Posted Sep 03, 2019 12:54 PM

    Thanks for all of the great ideas!

    @Jamie Evenson – Yes, we are using Bullhorn Back Office and we are a staffing company. We use JobDiva for our ATS, though.

     

    Thank you!

     

    Jody

     


    Jody Brockman
    Sr Innovation Architect
    Ascent 
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    Email: jbrockman@ascentsg.com
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  • 6.  RE: Invoices & TImesheets

    Posted Aug 28, 2019 11:10 AM
    Hi Jody,

    Liaison Messenger EDD can automate this whole process for you. Messenger EDD can archive copies of your time sheets coming out of your BBO software if that product does not have that capability already. We will use data off of the time sheet to assign a name to each PDF created.

    When you print your invoices in Dynamics GP, Messenger EDD will use data on the invoice to retrieve the proper time sheet from the archive folder, merge it with the invoice and then email it to the customer. No training for the end use is necessary. The end user just prints through their existing print procedure in GP with the only change is that they now print with the Messenger EDD print driver.

    The time sheets can also be archived together with the invoices. This PDF(invoice/timesheet) can later be attached to the statement when statements are created.

    Here is a link to more product information on our website.

    https://www.liaisonsc.com/liaison-messenger-edd

    Please reach me at 800.811.4618 x201 if you have any other questions or if you'd like to schedule an on-line demonstration.

    Regards,

    Tom Nielsen
    Liaison Software
    800.811.4618.x201
    tom@liaisonsc.com
    www.liaisonsc.com

    ------------------------------
    Regards,

    Thomas Nielsen
    Sales Manager
    Liaison Software Corporation
    Santa Ana CA
    714-543-9877 x201
    tom@liaisonsc.com
    ------------------------------

    Original Message
    Academy - Online Interactive Learning from Experts


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