The Employee Portal Software Module

The Employee Portal (EP) module allows companies to automate the process of entering time sheets, submitting expense claims, and assigning work. MYOB Acumatica(formerly MYOB Advanced) makes it easy to involve everybody in your organization because there is no client software to install and access permissions prevent users from viewing other modules or information.

Highlighted Features

Expense Claim Reporting
Using only a web browser, employees can submit expense claims with scanned receipts and supporting documents. Once submitted, the expense claim will be assigned for approval according to predefined assignment rules. After the claim has been approved, MYOB Acumatica(formerly MYOB Advanced) will create a bill in accounts payable to initiate the reimbursement and will generate a customer invoice if expenses were designated as billable to a customer.

Time sheet Reporting
While working from anywhere, employees can complete worksheets where they document activities for the day. Time sheets allow workers to specify a customer, a contract, worked hours, and billable hours. Once approved by a supervisor, time sheets can automatically update contract usage and generate a customer bill.

Task Management
Employees can create tasks associated with documents and assign these tasks to other employees or work groups. The task inquiry screen provides a central location where employees can see tasks that were assigned from any module as well as see tasks that have been escalated for follow up. MYOB Acumatica(formerly MYOB Advanced) makes it easy for employees to add their task list to a dashboard and drill down inside to view task and document details.

Additional Features

Event Management: An integrated event management system allows you to assign a default calendar specifying the working hours for each worker. Workers can use the calendar to schedule appointments and indicate absences and non-working hours. Calendar information can be shared across organizations to streamline scheduling and resource management.

Organization Chart: MYOB Acumatica(formerly MYOB Advanced) allows you to build a company organization chart by specifying company positions and departments as well as the direct report for each company employee.

Assignment Rules: MYOB Acumatica(formerly MYOB Advanced) provides a flexible mechanism for assigning work and approving expense claims and time sheets. You can assign tasks differently according to parameters such as the employee who created the document and the document amount. Once assigned, MYOB Acumatica will generate a task for the appropriate workgroup and user.

Escalation Routes: MYOB Acumatica(formerly MYOB Advanced) allows you to establish hierarchies for escalating work items. You can organize company employees into work groups based on the executed tasks or operations. For each escalation step you can specify a time interval, which is used to automatically escalate incomplete work items.

Activity History: MYOB Acumatica(formerly MYOB Advanced) provides an inquiry screen to trace all activities performed by an employee. Each activity allows you to navigate to the documents or entities associated with the activity.

Audit Trail: The Employee Portal module provides a complete audit trail of all employee transactions. After a document is approved and released, you cannot delete or cancel the document – to correct mistakes, you must enter a correcting or reversing entry. MYOB Acumatica(formerly MYOB Advanced) keeps the details of all EP Documents, including the user who entered the transaction and the user who modified the record. The auditing process is simplified by having notes as well as supporting electronic documents attached directly to the transaction.

Other Modules

General Ledger
Cash Management
Accounts Receivable
Accounts Payable
Employee Portal
Currency Management
Tax Management
Deferred Revenue Management
Fixed Assets Management
Inter-Company Accounting
Payroll

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