Paymate Integration with Microsoft Dynamics®


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Paymate Integration with Microsoft Dynamics®

Releasing the payroll software services new versions, previous versions may become outdated and eventually obsolete.

Although many users will immediately purchase and upgrade to the newest version of their software, there are also many that prefer to continue using their current one.

Reasons could be that they do not want to go through the trouble of transferring data, or they may want to avoid incurring more expenses at the moment.

Microsoft Dynamics® NAV is an on-premise ERP solution that is no longer available to new customers.

Recommendation for new users, Microsoft Dynamics 365 Business Central, deployment of Microsoft’s newest ERP solution that can be either on-premise or in the cloud. Making the transition is not always easy and Paymate makes sure that regardless of which solution you are using, you can easily use it with your Paymate payroll solution.

Convenient and User-Friendly payroll software services

Paymate’s on-premise solution, Clarity, and flagship hosted solution, Harmony, come with convenient pre-loaded exports to Microsoft Dynamics® NAV and Microsoft Dynamics 365® Business Central. After you export your general ledger (GL) entries from your Paymate payroll software, import them into Microsoft Dynamics® within minutes. As a bonus, this integration also enables the exchange of your employee records! You will be able to import and export your employee information to and from Microsoft Dynamics® and Clarity/Harmony for easy sharing.

To make things even easier, the integration with Clarity is seamless. The Dynamics 365® Business Central integration uses a web service layer to provide a more reliable integration. All you have to do before transferring data is install and configure an add-on/extension in Microsoft Dynamics®. Due to the web-based nature of Harmony, the software instead uses a file-based integration and will require installation and configuration of an add-on/extension as well. Most importantly, there are no associated fees for this integration with either of our payroll applications!

Accommodations for Different Users

To accommodate various users’ preferences, the integration with Microsoft Dynamics offers several different types of exports – detail, document, and by the employee. For ‘detail’ exports, each GL will be a separate transaction, showing the complete check and GL details. For ‘by document’ exports, the Creation of your transactions takes place by net check/cheque payment for each employee, which is ideal for bank reconciliation. ‘by employee’ exports, the creation of transactions takes place by using employee numbers, summarization of multiple paycards for the same employee takes place into a single record.

GL account codes can also be retrieved from Microsoft Dynamics® into Clarity and Harmony.

This ensures that incorrect GL codes are not entered, avoiding complications during the creation of your journal entries.

You can also easily exchange employee information between Microsoft Dynamics® and Clarity/Harmony.

Add new employees, or update existing employees in the database, and stay rest assured knowing that all your employees’ information is accurate across both platforms.

Who Can Use It?

Integration with Microsoft Dynamics® NAV and Microsoft Dynamics 365® Business Central is available to all Canadian and U.S. customers using our on-premise solution, Clarity, or our hosted solution, Harmony.

Integration between Microsoft Dynamics® NAV or Microsoft Dynamics 365® Business Central and our solutions, Clarity and Harmony, means that you can easily import your GLs and exchange employee records without the need for manual entry. Free up some time so you can focus more on the important aspects of your business. Payroll doesn’t have to be hard.

Sounds interesting? Contact us for more information.

Clarity is Paymate’s on-premise solution for medium- to large-sized businesses in North America. With robust reporting tools and modules for Human Resources and Time & Attendance, you can do more than just payroll.

Harmony is Paymate’s hosted solution for businesses of all sizes in North America. With automatic tax table upgrades and your data stored on the cloud, you can do payroll anywhere, any time.