Microsoft Office Integration
Dimensions offers you an unprecedented level of integration with the Microsoft Office productivity suite and supports a number of different approaches to paperless trading. Two-way links place 'Access Accounts' on the main menus of Excel, Project and Word, enabling you to work on your accounts data using the functionality you feel most comfortable with.
You can also customise your Outlook Today screen to view and work on Dimensions data - without opening Dimensions. The range of productivity tools provided by Office Integration is substantial. Here we highlight just a few of the most powerful features.
Learn more about the Office Integration module
2-Way Data Exchange With Excel & Word
Use Excel (for example) to update and manipulate your existing records - populating an Excel spreadsheet with live accounts data takes an instant, and changes to non-auditable data can be written straight back into the accounts. This is the ideal way to maintain bulk data: using Excel's 'drag & fill' function, you can change hundreds of records within seconds.
You can also use Microsoft Office (Outlook, Excel and Word) to post new transactions into Dimensions. The system includes configurable templates for a range of transactions, including timesheets, journals, orders and stock movements. In addition, templates are provided for building and saving multiple budgets for your customers, suppliers, stock and nominal records. You can even maintain your price matrix using this facility.
Outlook Today Customisation
Your Outlook Today screen can be configured to display vital accounts information and functionality - enabling you to carry out your daily accounts administration without leaving the Office environment. You can authorise purchase invoices, post recurring journals, view your top 10 customers or top 10 products... and much more besides. Just clicking on a category reveals the task and all the necessary functionality. For example, the purchase invoice authorisation option gives you a personalised list of your outstanding invoices and the power to approve or reject them; all within a pop-up Window, embedded into Outlook Today.
Attach & Retrieve Documents
Electronic documents can be attached directly to Dimensions records, from within Microsoft Office. In the case of in-bound emails, you can establish rules automatically filtering and attaching correspondence to your customer, supplier and prospect files - bringing the ideal of the 'paperless office' another step closer.
You can also view all the documents held in Dimensions without leaving MS Office: for example, if you are working in Word, you can display all the Word files associated with your chosen record. This provides instant, companywide access to past correspondence, and enables you to reference, duplicate and revise previous documents when issuing new correspondence.
'Quick Find' Search Facility
You can search your entire Dimensions database without leaving MS Office. For example, if you are working in Outlook when an e-mail is received from 'J. Jones & Sons' you can instantly and simultaneously interrogate your sales and purchase ledgers (and prospect records) for a company of that name, while remaining in Outlook. Search results are displayed in a pop-up window and records can be investigated in further detail by clicking on the attached Smart Tag links.
Other Integration Options
Access offers many other integration options, including Remote Operability (.NET), an SDK/API (Software Development Kit/Applications Programming Interface), our dedicated Transaction Broker module and many more... (learn more)
