Does your time and expense management process face operational inefficiencies, inaccurate data and cause billing delays?
![[PSA Webinar] Better Billing with Time and Expense Automation](https://uplandsoftware.com/psa/wp-content/uploads/sites/3/2017/10/PSA-Maturity-Series-thumbnail-formatted-with-line.png)
This pre-recorded webinar takes you through time & expense automation, showing how you can eliminate manual entry, minimize risk of error, and increase billing efficiency. The end goal: speed up your time to revenue.
This import allows entering time logged in another system for a subset of or the complete user base, allowing all tracked time to be centralized for reporting and invoicing.
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The integration of Sage ERP Accpac with the PSA application provides users the capability to effectively exchange financial information through efficient communication between the two systems. This integration allows for sending data within PSA related to payroll, payable and WIP accrual batches, invoices and multi client invoices to Sage ERP Accpac.
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The PSA PS Project Time Report (Billing Report) provides users with a detailed view and information about time spent on projects :
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The integration of Microsoft Dynamics CRM and the PSA application affords users ample flexibility to manage sales, marketing, and customer service operations through efficient communication between the two systems. The integration allows for sending data within PSA related to users, accounts, contacts, projects and KPIs into Dynamics CRM.
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CRM 5.0 On-Premise
This report provides detailed data for project tasks including all types of entries time, expense, charges…etc.) which were not included in an invoice.
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This report provides detailed data for project tasks including all types of entries (time, expense, charges…etc.) which were not included in an invoice.
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The integration of Salesforce.com and PSA allows the handling of financial and Customer Relationship Management (CRM) information in Salesforce.com and the management of people, projects and business processes in PSA.
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Salesforce.com:
The QuickBooks Desktop integration allows for a seamless communication between PSA and QuickBooks Desktop. The integration allows for sending data within PSA related to invoicing and payable batches into QuickBooks.
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The QuickBooks Online integration allows for a seamless communication between PSA and QuickBooks Online. The integration allows for sending data within PSA related to invoicing and payable batches into QuickBooks.
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The PSA Leave Time History report allows users to review their leave time history for the current year. The report groups the events by type of leave and displays details for each event including each events effect on the balance. The report is accessible directly from the timesheet and can be exported to Word, PDF, or Excel.
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The integration of Dynamics Great Plains with the PSA application offers users optimal flexibility to handle financial information through a smooth communication between the two systems. This integration diminishes manual overhead involved in re-entering information in a different system by sending data, specifically invoices, payroll, payable and WIP Accrual batches, from PSA to Dynamics Great Plains.
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This service simplifies staffing projects with PSA resources.
Instead of manually going through projects and assigning users, a list of users needed to be assigned to each project can be uploaded. This is particularly useful for implementations with projects imported from an external source into PSA.
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This application is used to synchronize employee leave time values with a third party software or any calculation outside of PSA.
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The integration of Intacct with the PSA application offers users optimal flexibility to handle financial information through a smooth communication between the two systems. This integration diminishes manual overhead involved in re-entering information in a different system by sending data, specifically invoices and payable batches, from PSA to Intacct.
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This service maintains consistency for currency exchange rates between PSA and third party systems. It is especially necessary if the exchange rates are maintained outside of PSA and requires synchronization with the master system.
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PSA supports integration with the Concur Travel and Expense Management Solution. Clients who use Concur for travel and expense management and need a solution for their professional services now have a streamlined way to move data seamlessly between the PSA and Concur applications and enjoy the benefits of utilizing PSA.
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The charge import allows transactions recorded elsewhere to be imported through a scheduled service to maintain a financial integration.
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PSA supports a file-based integration with ADP (Automatic Data Processing). This type of integration with ADP reduces the manual overhead involved in re-entering all the information in a different system by sending data, specifically related to payroll and payable batches, from PSA to ADP.
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