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AutoPilot Integration for Business Central Cloud

Full control over your projects

When you choose to use a custom-developed solution like AutoPilot to manage your projects, it’s important to ensure that you maintain an overview of your company’s overall finances without having to register documents and other transactions multiple times. At the same time, it is crucial to ensure that all accounting-related registrations are synchronized between what is in AutoPilot and your accounting system and with the same amounts.

The integration has been developed in close collaboration with AutoPilot and will give you easy access to support during both the implementation phase and any challenges that may arise.

Target Audience

  • Companies already using the project module in Business Central and wanting to switch to AutoPilot
  • Companies already using AutoPilot

Main functionality

We have many years of experience with project management in both Dynamics NAV/Business Central and with integration packages for systems like AutoPilot. Therefore, we can assist you with a quick and straightforward implementation, as we know the processes, speak your language, and ask the right questions before the project starts.

This includes:

  • Synchronization of customers, suppliers, as well as the posting of purchase invoices and purchase credit notes.
  • Sales invoices created in AutoPilot are automatically posted as journal lines in Business Central.
  • Projects/cases created in AutoPilot are automatically generated in Business Central as dimension values for the PROJECT dimension.
  • Project-related debtor payments in Business Central are automatically synchronized with AutoPilot.

How we do it

  • 1 Clarification Meeting 
    We begin with a clarification meeting where we agree on a timeline – typically, we can implement the solution within four weeks. During the meeting, we review different functional areas and discuss your future business processes.

    We cover the following points:

  • Current project management and administrative solution
  • Expenses and costs on projects
  • Mileage and time registration
  • Work in progress
  • Upgrade/conversion
  • Invoicing/printing
  • Possible additional solutions
  • Timeline (implementation usually within 4 weeks)
  • Scope of consultancy services

2 Test Environment Setup
To give you a complete understanding of how the solutions work together, we set up a test environment where we generate transactions together and observe the workflow in the solution.

3 Training
Training takes place in the test environment

4 Implementation of Integration

5 Go Live

6 Optional implementation of additional products

Processes

The integration supports the following processes:

  • Debtors
    Created and maintained in AutoPilot, and updated in Business Central.

  • Vendors
    Created and maintained in Business Central, after which the vendor is automatically created/updated in AutoPilot. To manage vendors, additional information is often required—such as payment methods—which is typically only known by the accounting department.

  • Projects/Cases
    Created and maintained in AutoPilot, and automatically updated in Business Central. Projects always originate in the project team and are naturally created and maintained there.

  • Purchase Invoices
    Posted in Business Central, typically via import using Document Capture (a standard add-on for Business Central). The entries are automatically transferred to AutoPilot and are thus ready for potential onward invoicing to the customer. The same functionality applies to purchase credit notes.

  • Sales Invoices
    Created in AutoPilot, printed from there, and automatically updated as general journal lines in Business Central, where they can be posted along with the transferred project code. The same functionality applies to sales credit notes.

  • Customer Payments in Business Central
    Project-related customer payments are retrieved by AutoPilot and update the project based on document number, outstanding amount, and closing date. This means that payments—and partial settlements, if applicable—are also visible in AutoPilot.

  • Employee Dimension
    In architecture firms, there is often an agreement with employees regarding accrual for continuing education. Therefore, it is possible to include a dimension for this in the integration runs, ensuring that employee IDs remain synchronized between Business Central and AutoPilot.

Relevant add-on products

There are many opportunities to expand the solution.

Below are elements that can easily be integrated with the solution:


Want to know more?

Henrik Munch Carlsen
Sales Manager
+45 21 84 86 21
hmc@consit.dk

Henrik