Is the time taken to process your daily bank transactions slowing your business down?
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Knowing who you’ve been paid by and getting their account updated as quickly and smoothly as possible has to be an objective for every business using Microsoft Dynamics 365 Business Central. With the banking world increasingly supporting same day payments, checking what’s hit your bank is becoming a more frequent requirement.
Microsoft Dynamics 365 Business Central's bank interface has, if we’re honest, been a embarrassment, having to login to your banking portal and export a CSV file, then importing it into Dynamics 365 Business Central is definitely the twentieth century way of doing it. Microsoft's excuse was that there were too many banks and too many formats in all the different countries, so they left it to partners to do the best job they could.
Finally, there is something way better, although those of you that have come from Sage 50 or Xero will recognise it! Opening Banking integration that lets Dynamics 365 Business Central talk securely and directly to your bank and sends those transactions for you.
Introducing Yavrio, a great new ISV option that lets you pull all your bank and merchant services transactions into your Microsoft Dynamics 365 Business Central cash receipt with just a single button click.
That means your bank receipts can be posted in seconds several times a day and in way less time than it currently takes to do one reconciliation. For payments, it can send them directly from your suggested payment page keeping all of your information in one place, there’s no need for you to make notes of transactions or retype anything, Yavrio does it for you.
Yavrio is an FCA accredited banking add-on that makes your business banking as fast and flexible as personal banking from inside Dynamics 365 Business Central itself. Yavrio always uses bank-level permissions, requiring your bank to authenticate payments and for you to use your credentials to make payments.
At Tecman we’ve been using Yavrio ourselves for over six months and it’s saving us at least 20 minutes every single day, time to do more things like wrap up important projects or even to squeeze in a few more tea breaks. The more transactions and accounts you have, the more time it will save.
With only a ten-minute install time for SaaS clients and 30-day trial available, what have you got to lose? In fact, we’re so confident in Yavrio’s capabilities, that unless you’re below 30 bank or credit card receipts a month, Yavrio will pay for itself in time saved, accuracy and convenience. Business banking doesn’t need to be hard work, with Yavrio, the hard work is done for you.
Ask your Customer Engagement Manager to set up a trial today. If you're not a Tecman customer but want to be with a Microsoft partner that supports your needs, get in touch.