Microsoft Office Integration
Closest ever links with Microsoft applications
Access Analytics | Outlook Today | Excel | Quick Find
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 even customise your Outlook Today screen, to display a range of vital accounts information, ongoing management reporting tasks and functionality (attach e-mails directly to your customer and supplier records).
This level of integration is ideal for extending the benefits of Access Accounts to staff who rely on accounts information but do not need to be given the complete Access solution, as well as those who are involved in the management reporting process. You control how much information is made available, while by-passing the need for full user licences.
The range of productivity tools provided by Office Integration is substantial. Here we highlight just a few of the more powerful features…
Access Analytics
Access Analytics is a powerful integration tool between Microsoft Excel and Access Accounts. Available directly from the menu bar, Access Analytics is the first solution to provide your data pre-formatted in Excel ready for analysis.
|View Demo - Changing your data
In just 3 easy steps you can start your analysis, skipping the time consuming element of data preparation. And, once you’ve got your data, you can alter your analysis criteria without having to extract data all over again. Access Analytics is the easiest, most cost-effective way of analysing your business data, and it’s all available within your existing Microsoft Excel.
Outlook Today
Your Outlook Today screen can be configured to display vital accounts information and functionality - enabling you to carry out your daily accounts administration and management reporting tasks 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.
Excel
Use Excel 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 Excel to post new transactions into Dimensions. The system includes configurable Excel 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.
Attach & Retrieve Documents (including E-mail)
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
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.
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