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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘PSA’

Exact Synergy Enterprise product update 246 in controlled release

Written by Michiel Dorjee on . Posted in Exact Synergy

As of this week, Exact Synergy Enterprise product update 246 is in controlled release. As usual, the release is now available for resellers and all controlled release customers that take part in it. This new product update is planned to be generally available in the end of July 2011.

Professional Services Automation
This product update focuses primarily on automation of professional services organizations, where we have added several new features to support project managers, consultants and project controllers in their daily work, such as:

  • Additional improvements in the hour & expense entry screen for consultants (video);
  • A new project manager license role that can create PSA projects, define budgets and project scopes, create work breakdown structures, find and plan people, approve their realized hours and invoice them to the customers via Exact Globe (video);
  • Improvements to rates and items for project controllers and project managers, who will be able to, among others, define project, customer and personal rates with cost and sales prices in multiple currencies, and on top of that define multiple assortments of items. We have also increased the total amount of allowed rates. (video)
  • Improvements for administrators such as:
    • 64-bit environment compliance;
    • Additional request types to be used by consultants;
    • Control over sections of the hour & expense entry screen.

Reporting services
Moreover, we have added new features in reporting to provide our customers with even better insight into enterprise data:

  • Possibility to share reports via the customer and reseller portal
  • Retrieving information from many administrations separately with one report
  • Linking multiple persons to a report irrespective of the assigned roles
  • Identifying reports as web parts

Mobile Synergy
Based on feedback and suggestions from our customers, we have also extended features in Mobile Synergy. You can now view your own calendar and schedule appointments with your accounts and colleagues.

Looking forward to your feedback on the new update!

Exact acquires ‘Timesheet’ solution for Exact Synergy Enterprise

Written by Michiel Dorjee on . Posted in Exact Synergy

EddonLogo                     SYNERGYEXACTLOGO-TRANS

In order to offer existing and new customers a more complete solution, Exact has acquired the Exact Synergy Enterprise add-on “Timesheet”, as developed by our Dutch partner Eddon Software.

By incorporating this solution into Exact Synergy Enterprise, we’ll be enriching our offering with functionality to plan, register and invoice hours for project-driven companies. Our goal is to offer the functionality as per product update 243 of Exact Synergy Enterprise (for an overview of the 2010 planning of Exact Synergy Enterprise, please see this document).

Eddon Software is an independent organization focussed on development and distribution of software add-ons on top of standard software of Exact. The team of Eddon Software consists of Exact specialists with a huge experience on Exact’s software stack. The specialists of Eddon Software are working continuously, together with partners, to help and support organizations in optimizing the use of Exact’s solutions.

In the coming period we will be giving more information about availability, pricing and functionality.

How to make use of PSA in Exact Synergy Enterprise

Written by Michiel Dorjee on . Posted in Exact Synergy

In order to make use of the PSA in Exact Synergy Enterprise and start to enjoy the Time&Billing capabilities, you can do that in two ways:

  1. Having a Synergy user with a professional role. Such a user can be granted any other license role (like Hour entry role) free of charge and without any further license checks
  2. Assign a Synergy user, who doesn’t have the professional role yet, with  the hour entry role. When doing so, a license check is done whether the customer has sufficient available Hour entry roles (YA1401) in his license
  3. #1 and #2 also apply to the situation where the user doesn’t need hour entry capabilities, but rather project controlling capabilities. So a Synergy user who already has the professional role, can be assigned with the project controller role free of charge and without any further license checks. Those Synergy users who don’t have a professional role, can only be granted the project controller role if there’s sufficient available project controller roles (YA1402) in the license

All the applications needed to make use of PSA in Exact Synergy Enterprise, are downloaded via the standard update mechanism of Exact Synergy Enterprise, so no seperate installation on the webserver is required.

More info on how the role mode works via this video.

Professional Services Automation Video

Written by Michiel Dorjee on . Posted in Exact Synergy

Since it is almost weekend time in the Netherlands, the office will soon be empty and many people will be off for a dinner and a movie night, I’d like to recommend a trailer to watch before that.

Now, this is our product blog, so the recommendation is indeed related to one of our key products – Synergy Enterprise and its newest release 244 that will be on the market very, very soon.

But more importantly, the movie trailer is about the new solution that we were working on in the past months – professional services automation. In a nutshell, the solution is designed to help consultancies and similar project-driven firms to administer their projects: particularly when it comes down to scheduling people, tracking hours and expenses, and creating invoices.

In the coming weeks I will share in detail with you what the solution is about and how exactly it helps our existing and will help future customers to run their businesses. But for tonight, to whet your appetite a little, here is the video.

(And if your Dutch language is not yet up to speed, now is the perfect time to practice it, because the trailer is called Projecturen en Facturering and is in Dutch.)