Unique Situation
Because the company was looking for something that could integrate with Great Plains and also integrate with all the other systems that they were using. Michael H. Christian Jr. had used TrinDocs before. He was part of a team that had used TrinDocs to customize the AP process and receiving process and purchasing process, which were in different systems.
“We had a system for the store, we had a system for our internet orders, we had a system for our catalog orders, and TrinDocs was pulling data from multiple systems.”
In moving into a new role, and organization, Michael saw that a lot of people were cleaning spreadsheets. The same type of spreadsheet was being cleaned constantly. They had forms that people were filling out manually, passing to other people, and then them entering it into an Excel workbook. And it was leading to so many errors, plus it was slow. And to make matters worse, the business wasn’t able to quickly analyze data to find problems, particularly in trying to compile all their reports.
Tailored Solution
Because Michael knew that TrinDocs is able to handle a lot of those aspects, and all of the workflows are visible and customizable to roles, he knew that TrinDocs would improve visibility across his organization.
“Your biggest strong point is the customization and how the TrinDocs team works with you to make your workflow fit Dynamics365 Business Central. So, you have more flexibility than the native system has.”
– Michael H. Christian Jr., Director of Finance
Every business is different, but when you open BC or you open GP and the standard workflows, you’re going to have a PO and you’re going to have have receiving. However, you may have different steps that happen prior to POs being completed or receiving being done. You might have different variance analysis that you need done. You might have thresholds you need done. You might have other information that you need to capture that is not in the native system. Fields are limited in BC and GP, but TrinDocs allows you to capture any information that you want.
For example, in order to post an invoice, you need the invoice date, the vendor number, the amounts, and you need the standard stuff. But at IMPREG, they are a big ESG company. So, they also want to capture ESG information for certain vendors. They want to know wattage of their electricity bill. They want to know how far their materials traveled for freight so they can see their carbon footprint.
There’s nowhere in Dynamics 365 Business Central to put that information. But in TrinDocs, they can capture that information as they’re processing invoices and even route it to a different workflow after (or prior to) posting to Business Central.
Experiences as a Dynamics GP + Dynamics 365 Business Central User
TrinDocs Takes Businesses Paperless…”Prior, I used to take home stacks of checks to review and the invoices and POs. We had a whole packet. I used to take stacks of these and you’d go into the office and every AP person had stacks of invoices on their desk. That went away! TrinDocs solved that problem, and we were four times more efficient than before!”
TrinDocs Fully Integrates With Microsoft Dynamics…”It takes the data entry part out of the user interface. When you’re in GP, each invoice and each credit memo has to go in and you have to set it up on a kind of one-by-one transactional basis. With TrinDocs, it automates that process where there’s a flow that happens in TrinDocs and then it pushes it to GP once it’s ready to be completed and posted. It’s more of an organic workflow with TrinDocs!”
TrinDocs Boosts Visibility to the Greater Organization…”All of the workflows are visible and customizable to roles. Your purchasing staff can see the PO roles. They can see certain invoices, whatever you decide or however you want it. Your receiving staff can see the POs that the receiving is attached to and the invoice that it’s attached to. It will eliminate a lot of the one-off questions that you get in accounting for the status of an invoice because users can go in and see where an invoice is. They have read-only access for certain things like that. So, they can see where those things are.”
TrinDocs Simplifies Audits for Accounts Payable…”I used checks at my last company, and we wanted to tie the actual payment, the digital check image to the payments. You can see the check itself along with the invoice and you can actually get a whole vendor packet or payment packet out and downloaded together.”