Journyx's presentation from the 2016 GPUG Summit / Dynamic Communities Summit. Find out how to increase the bottom line through better project accounting and time tracking methods that make accounting, payroll, and project estimation/costing easier.

1. Propel Your Company to
Profitability with Better
Project Accounting
Presented by
Austin Mayse, Account Executive
Brian Maxin, Director of Sales
Journyx

2. Austin Mayse

3. Brian Maxin

4. About Journyx
• Based in Austin, TX
• Over 1,200 customers
• 20 years helping companies track time
and expense and manage resources
• Experienced team that can assess
needs, recommend best practices, and
deliver the solution

5. Our GP Customers

6. • Survey of Dynamics GP users
• Analyzed their use of
Dynamics GP, time and
expense software, and
challenges with collecting
time and expense data within
their companies

7. Dynamics GP feature usage
31% use payroll
time entry
50% use project
time entry
81% use time
entry in GP
Why?

8. Why companies track time
• Reasons depend on who
you are talking to
• How does time tracking
help each type of
employee?

9. Who: CEO and Executives
• What they do
• Set Strategic goals
• Drive Growth
• Optimize Limited resources
• Mitigate Risk
• What they need:
• Intimate understanding of
company across all divisions,
departments, and locations
Allow them to be “power users” of
their own company’s data.

10. Who: Payroll & HR
• What they do
• Ensure on-time payment of
wages to employees
• Reimburse out-of-pocket
expenses
• Ensure adherence to
company policies and
procedures
• What they need:
• Accurate data in a timely
manner

11. Who: Billing
• What they do
• Bill customers properly
• Provide supporting
documentation for invoices
• Speed up the AR Process
• What they need:
• Accurate data in a timely
manner
• Access to detailed supporting
documentation

12. Who: Accounting
• What they do
• Financial analysis and
reporting
• Communicate with financial
institutions & 3rd parties
• Budget preparation and
analysis
• What they need:
• Flexible reporting
• Highly-delineated data

13. Who: End users
• What they do
• Daily responsibilities
• Project & non-project work
• Special projects
• Meetings, training, and other
duties
• What they need:
• A simple interface that allows
them to spend less time
tracking and more time working
• To feel like this information
matters

14. Companies need to make decisions
based on real-world insight

15. Without Insight you are just guessing
Sometimes that’s okay…

16. Guess what you’re getting for Christmas

17. Guess which hand

18. Guess which cup the marble is under

19. Guess which chore you’re doing today

20. Guess what the weather will be like

21. Sometimes you’d rather people not guess
After all when you assume…

22. I guess they need surgery

23. This shouldn’t be too much anesthesia

24. I’m thinking BOY

25. I’m just going to put down 75mph

26. I think it might be time to turn

27. Would you guess about your job?
You’re much more thorough and
calculated

28. Time tracking challenges
Correcting bad
data
Fixing broken
timesheets
Getting timesheets
on time
Inaccurate
reporting
Web-based
software only
Locally installed
software only
Difficult to use
Doesn’t sync
with other
applications
Other

29. End user Challenges
• Time tracking is difficult and
confusing
• Often, Time Off, Project work,
and expenses are tracked in
multiple systems
• Seen as an obstacle to getting
work done (Cultural)
• Inconvenient

30. End user Solutions
• Simple user interface
• Central system for Time,
Expense, and time-off tracking
• Options for input (Web & Mobile
App)
• Understanding of role and how it
affects the company

31. Payroll & HR Challenges
• Getting users to submit
timesheets on time
• Correcting Bad Data – Broken
Sheets
• Manual entry of data into
different systems

32. Payroll & HR Solutions
• Automated timesheet and
expense sheet reminders
• Compliance reports to show status
of timesheets and reduce time
spent “time sheet hunting”
• Data validation engine to help
collect accurate data on the front
end, which saves time making
corrections
• Seamless integration with payroll
solutions

33. Billing & Accounting Challenges
• Can’t get good reports on Bad
Data (Junk-In-Junk-Out)
• Invoices go unpaid when
supporting data isn’t delivered in
timely manner
• Manual entry of data into
Billing/Payroll/GL

34. Billing & Accounting Solutions
• Data that has been validated
and approved by managers and
supervisors
• Highly-delineated data for more
granular insight
• Robust reporting that can be
sorted, filtered, and exported in
different formats

35. CEO and Executive Challenges
Without quick access to relevant
data, executives have difficulty:
• Prioritizing Focus
• Setting relevant goals and
expectations
• Optimizing pricing/estimates
• Optimizing Resources

36. CEO and Executive Solutions
• Dashboard views of
comprehensive data from all
parts of the organization
• Breakdown of actuals vs.
estimates
• Detailed profitability and cost
reports
• Visibility into resource allocation
and bandwidth

37. Accounting
Billing
Payroll
HR
End
Users
CEO /
Executive
Team
Vision
Validation
Clients

38. How Journyx Works

39. Simple time entry interface makes it easy for team
members to track all time in one place

40. Data entry validation tools allow you to
catch data entry mistakes on the
front end

41. Accrual balances let users know how
much time they have available

42. Leave calendar allows users to request time off
and see the status of their requests

43. Expense entry interface is just as easy-
to-use as the time interface
Conversion rates make it easier to track mileage and
foreign currencies

44. Timesheet compliance tools reduce
“timesheet hunting” time

45. Prior period corrections provide the ability to make
changes to records after they have gone over to GP

46. Screenshot of Modify Report
Customizable reports allow you to sort and look
at data from many different perspectives

47. So you can learn about project specifics
and potential pitfalls, for example

48. Profitability reporting helps you
prioritize focus

49. Resource availability reporting helps
understand bandwidth while helping
optimize limited resources

50. Reportlink for Excel allows users to create
reports using data streams directly from
Journyx

51. As well as create dashboards based on
the most important data

52. Journyx Accountlink for MSDGP pulls data
directly from Dynamics GP and pushes
time & expense data back over to it

53. • GP and GPPA
• MS Project
• ADP, Paychex, Paycor, etc
• GP Canadian Payroll
• CRM Systems
• HRIS Systems
• Off the shelf integration framework and
robust web-services/API
Journyx Also integrates with many other business
applications

54. Mobile app gives users different options
for access

55. Screenshot of Expense receipts, etc.
Back up invoices with supporting documentation
including receipt images for expenses

56. COMPANY NAME
facebook.com/journyx @JournyxInc
7600 Burnet Road, Ste. 300
Austin, TX 78757
Thank you!
Austin Mayse
512-225-3912
austin@journyx.com
linkedin.com/company/journyx-inc
Brian Maxin
512-225-3913
maxin@journyx.com