Plan Project Tasks And Resources With Sage 300 Resource Manager
Fully based on Sage 300, the Back-End application maintains the basic files, system options and approval workflows to run Sage 300 Resource Manager. After employees’ timesheets, expense, requisitions and overtime reports are approved, the Back-End users can post these documents directly to Sage 300 modules.
Self Service Portal
The web based application provides a self service portal for employees to enter expense reports; cash advance requests, timesheets and requests for annual leave. The solution is secure with the requirement for management approval. A manager is able to review the requests and make an approval or rejection through the portal.
Multi-currency Support
Sage 300 Resource Manager includes full multi-currency support for expense reporting and reimbursement and enables multiple levels of approval for timesheet, expense and leave requests. Once a request has been made an email notification can be set up to ensure management are aware and can deal with requests in a timely manner
Saving Time
Once a request has been approved users are able to post these documents directly into the Sage 300 ERP modules saving time and increasing the accessibility of these vital resources.
Features
- Provides 100% web-based Employee Self-Service portal.
- Enters timesheet and expense report anytime and anywhere with detail comments.
- Sets up multi-level approval workflow for timesheet, expense and leave request.
- Posts timesheet and expense report to Sage 300 ERP automatically.
- Facilitates document submission and approvals with email notification.
- Sets up multi-level approval workflow for timesheet, expense and leave request.
- Full multi-currency support for expense reporting and reimbursement.
- Approval Workflow
- Provides a powerful and easy-to-maintain approval engine.
- Allows user to set up multi-level approval path according to your organization rules.
- Option to enable or disable approval path for employee.
- Facilitates the approval process with automatic E-mail notification.
Expense Tracking
- Unlimited expense codes for G/L account
- Set up an expenses budget and limit to keep costs under control
- Expenses can be set against divisions, regions, departments and cost centres
- Enter Multi-currency expenses
- Reimburse expenses to specified and functional currency with conversion
- Expenses can be billable or non billable
- Automatically calculate purchase tax for expenses
- Reference multiple documents to an expense report with attachments
- Create A/R Invoices to bill customers for billable expenses
- Provides multi-dimensional inquiry or expense history
Time Tracking
- Work Calendar can be set up to define workday and holiday for employees
- Timesheet periods can define the schedule for timesheet submissions
- Displays timesheet in grid or in/out format
- Time can be entered against division, region, department and cost centre
- Enters time against PJC contract, project and category if PJC is integrated
- Posts timesheets to PJC Timecard and Payroll Timecard
- Provides Multi-dimensional inquiry of employee’s time usage
Leave Tracking
- Use unlimited leave codes to track employee leave
- Quick and easy to keep track of leave history
- Sets up the accrual & reset rule to update the available days for leave automatically
- Automatically Copies leave time to timesheet
- Employee can find the available days of vacation on Employee Self Service Portal
- Employees leave request can be cancelled with approval by managers
- Provides multi-dimensional inquiry of employee’s leave history