Access Dimensions
Keep your records updated with a comprehensive real-time data sync between Simpro and Access Dimensions. Stop wasting time double-keying the same info into two systems and get better oversight on all your finance records.
Description
Create a real-time sync between Simpro and Access Dimensions, eliminating manual double-keying and copy-pasting.
Automation prevents costly retyping errors and minimises delays in reporting, ensuring up-to-the-minute data integrity between the two systems and granting better oversight into all financial information relating to jobs.
The integration will handle over 100 fields on different types of record, including:
- Employees
- Customers
- Vendors
- Other Contacts
- Service/Project Orders
- Products, fees & rates
- Timesheets
- Sales Invoices
- Vendor Invoices
- Accounts Receivable Payments
- Sales Credits
The integration comes with a sensible starting configuration for which application acts as the primary source of truth for each record type. During your onboarding, this can be reconfigured to match your existing workflows and recordkeeping practices.
Features
Contact Records
Sync rich, linked contact information between Simpro and Access Dimensions for employees, customers, vendors/suppliers and any other contacts.
Timesheets
Use fees, rates and timesheets in Simpro to generate timesheets in Access Dimensions. See your labour costs at a glance, no manual entry required.
Invoices, Payments & Credit Notes
Sales invoices in Simpro are synced to Access Dimensions and updated in Simpro when a connected payment is made.
Vendor invoices and credit notes are synced moments after creation with no manual input necessary.
