One of the most common requirements for users of [email protected] Software is the need to integrate our Expense Management Software – [email protected], Time Recording Software – [email protected] and Workflow Software – [email protected] with multiple Business Units within SunSystems.
There are a number of ways in which this is achieved depending on the specific needs of each client but most commonly the integration is managed through a combination of:
- Reference Data – (using Employee, Project and Client Analysis Definitions).
- Forms Design (using Activity Analysis Definitions).
- Transaction Data (using multiple Ledger Export Profiles).
Within [email protected] software, Employees, Projects and Clients can be allocated to SunSystems Business Units. For example we might specify the BU that an Employee belongs to:
In addition, forms and timesheets can be configured to capture a Business Unit if this is something that is specific to a particular transaction, (for example if an employee from one BU is incurring a cost which needs to be recharged to a different Business Unit.
When it comes to exchanging data with SunSystems, [email protected] software can be configured with a variety of export profiles which can filter and target the data held in [email protected], [email protected] and [email protected] so that the correct transactions are posted to the appropriate BU within SunSystems. For example in the screenshot below you can see that there is a separate export routine defined for each of the 3 BU’s and also an export profile to handle some intercompany transactions.