TES Added Value | TES
  • TES Added Value

Add-ons

Microsoft Dynamics NAV is a solid foundation for any business, here at TES we understand every organisation has it’s uniqueness, which is why we continually search the market to ensure we offer appropriate add-ons that integrate seamlessly with your NAV system.

Along with using  ISV’s (Integrated Software Vendors) we also manufacture our own in house add-ons made with our customers in mind.

Read more from our Add on catalogue below.

 

Budget Management Portal

Document Capture

Expense Management

Mobile NAV

Jet Reports

Power BI

CRM

Budget Management Portal

The business challenge:
Keeping control of spend in the business can be difficult as budget holders and purchasers do not have easy access to up to date, accurately coded information on committed and actual spend.

Our solution:
The Budget Management Portal allows you to see both actual, and committed spend against the budget. Implement approval workflows by both budget and commercial rules. Raise business wide procurement requests. Manage personal expense claims and company credit cards.

Document Capture

The business challenge:
Manually processing, transposing and coding of hardcopy invoices is time consuming and expensive.

Our solution:
Our Document Capture add on automatically captures invoices into NAV from an e-mail inbox or scanner. OCR invoice fields by supplier template and automatically match PO and post.

Expense Management

The business challenge:
Time spent by staff generating personal expense claims is a cost to the business. Checking and correcting codings is also a burden in the Finance team.

Our solution:
The Expenses management app capture personal expense by mobile phone app. Then it automatically uploads to NAV all of your mileage claims and credit card expenses.

Mobile NAV

The business challenge:
You have a requirement to use NAV in an offline environment.

Our solution:
Maximise your investment in NAV by extending the scope of the ERP solution beyond the desktop. Deploy any area of your NAV system to a mobile device with the option of light user pricing.

Jet Reports

The business challenge:
Do you need easy and clear reports without compromising your data?

Our solution:
JetReports offers flexibility in the way reports and data are configured and consumed. Create bespoke reports, exactly how you require, without compromising data with copy and paste. Giving your users access to the data in your ERP system for their own analysis purposes, has the potential for huge business benefits but can be challenging from a security and stability point of view. Safely pull NAV data directly into Excel while respecting NAV defined permission rules. Useful for Ad-hoc and management reporting and analysis. Reports owned and developed by you, for you. Complete with data warehouse capabilities.

Power BI

The business challenge:
Is your data difficult to digest quickly and efficiently?

Our solution:
Business intelligence like never before, go from data to insights in minutes.. Utilise non-NAV data sources and produce graphically rich data visualisations and KPI’s, integrated to NAV and deployed to multiple mobile platforms.

CRM

The business challenge:
Is your CRM application no longer effective and needs to be replaced?

Our solution:
Our CRM add on will support your growth trajectory, increase productivity through seamlessly integrating into your NAV system. Allows you to create personalised customer experiences, run effective marketing campaigns, doing all of this inline with protecting data under EU regulations (GDPR)


Budget Management Portal

The business challenge:
Keeping control of spend in the business can be difficult as budget holders and purchasers do not have easy access to up to date, accurately coded information on committed and actual spend.

Our solution:
The Budget Management Portal allows you to see both actual, and committed spend against the budget. Implement approval workflows by both budget and commercial rules. Raise business wide procurement requests. Manage personal expense claims and company credit cards.


Document Capture

The business challenge:
Manually processing, transposing and coding of hardcopy invoices is time consuming and expensive.

Our solution:
Our Document Capture add on automatically captures invoices into NAV from an e-mail inbox or scanner. OCR invoice fields by supplier template and automatically match PO and post.


Expense Management

The business challenge:
Time spent by staff generating personal expense claims is a cost to the business. Checking and correcting codings is also a burden in the Finance team.

Our solution:
The Expenses management app capture personal expense by mobile phone app. Then it automatically uploads to NAV all of your mileage claims and credit card expenses.


Mobile NAV

The business challenge:
You have a requirement to use NAV in an offline environment.

Our solution:
Maximise your investment in NAV by extending the scope of the ERP solution beyond the desktop. Deploy any area of your NAV system to a mobile device with the option of light user pricing.


Jet Reports

The business challenge:
Do you need easy and clear reports without compromising your data?

Our solution:
JetReports offers flexibility in the way reports and data are configured and consumed. Create bespoke reports, exactly how you require, without compromising data with copy and paste. Giving your users access to the data in your ERP system for their own analysis purposes, has the potential for huge business benefits but can be challenging from a security and stability point of view. Safely pull NAV data directly into Excel while respecting NAV defined permission rules. Useful for Ad-hoc and management reporting and analysis. Reports owned and developed by you, for you. Complete with data warehouse capabilities.


Power BI

The business challenge:
Is your data difficult to digest quickly and efficiently?

Our solution:
Business intelligence like never before, go from data to insights in minutes.. Utilise non-NAV data sources and produce graphically rich data visualisations and KPI’s, integrated to NAV and deployed to multiple mobile platforms.


CRM

The business challenge:
Is your CRM application no longer effective and needs to be replaced?

Our solution:
Our CRM add on will support your growth trajectory, increase productivity through seamlessly integrating into your NAV system. Allows you to create personalised customer experiences, run effective marketing campaigns, doing all of this inline with protecting data under EU regulations (GDPR)

Areas of expertise

We have experience in a full range of industries with specialist expertise in the following:

Please feel free to contact us to discuss your requirements

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