Assignar Acumatica Integration
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www.assignar.com | @assignar The Solution The combination of Acumatica and Assignar enables a complete operations management solution for mutual customers. ERP data such as worker and equipment definitions, cost codes and work orders flow directly into Assignar's planning, optimization and tracking solution. Timesheet and completed work data can be fed back into Acumatica for payroll and invoicing. With the consistent, steady flow of this data, contractors can explore a more holistic view of their business's financials and operations. Bridging the gap between Accounting and Operations ACUMATICA INTEGRATION INTEGRATIONS GET A DEMO >>
Transcript of Assignar Acumatica Integration
www.assignar.com | @assignar
The SolutionThe combination of Acumatica and Assignar enables a complete operations management solution for mutual customers. ERP data such as worker and equipment definitions, cost codes and work orders flow directly into Assignar's planning, optimization and tracking solution. Timesheet and completed work data can be fed back into Acumatica for payroll and invoicing. With the consistent, steady flow of this data, contractors can explore a more holistic view of their business's financials and operations.
Bridging the gap between Accounting and Operations
ACUMATICA INTEGRATION
INTEGRATIONS
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The impact of an integrated system
Projects Project
Clients Customers
Assets Equipment
Order tasks Project tasks
Timesheet Timesheet Activity
Fieldworker Employee
IMPROVE EFFICIENCY
GET PAID FASTER
INCREASE PRODUCTIVITY
This integration automatically ties together two of the most
important elements of a project, budget and schedule, and provides a more complete
view of your business.
Enable consistency and accuracy of your data throughout both systems by eliminating errors caused by manual data entry.
When you eliminate those errors, you also cut back on
discrepancies that cause delays.
The real-time flow of information allows you to make better, more informed decisions faster that keep the project on schedule and within budget.
ACUMATICA INTEGRATION
INTEGRATIONS
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Workflow
#12 Process Payroll
1Define Clients and Projects
2Define
Workers and Assets
3Establish and
Maintain Skills,
Competencies
4Define and Link
Roles
5Create Work
Orders
6Include Roles in
Work Orders
7Allocate Assets
and Workers
8Notify Workers
9Track Time
10Log Completed
Work,Check Quality
11Approve
Timesheets
12Process Payroll
Projects, Estimates and Budgets in Acumatica
ACUMATICA INTEGRATION
INTEGRATIONS
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Task items in Acumatica
#12 Process Payroll
Acumatica project data brought into Assignar
ACUMATICA INTEGRATION
INTEGRATIONS
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Work orders created in Assignar from Acumatica Tasks
#12 Process Payroll
Drag and drop scheduling named resources to the work order
ACUMATICA INTEGRATION
INTEGRATIONS
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Field data captured via the fieldworker mobile app
Timesheet approval in Assignar
ACUMATICA INTEGRATION
INTEGRATIONS
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Timesheets sent to Acumatica timesheet activities
● Born in the cloud
● API & Mobile First
● Modern UX / UI
● Integrated office + field workflows
● 30-year-old platforms
● Remote desktop cloud strategies
● Costly integrations
● Complicated UX
+
Contractors now have a new option
ACUMATICA INTEGRATION
INTEGRATIONS
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