Dynamics 365 for Transport & Logistics
Seamlessly scale and grow your transport & logistics business
Agility Without Limits
With Microsoft Dynamics 365 for Transport and Logistics, you can go beyond improving efficiency, to harnessing the collective power of a collaborative network and data-driven insights. Wherever you’re at today, we can help you get to the next level.
Dynamics 365 Transport & Logistics
Financial Features
- General Ledger
- Managing Receivables
- Managing Payables
- Invoicing Prepayments
- Reconciling Bank Accounts
- Managing Fixed Asset
- Managing Intercompany Transactions
- Accounting for Costs
- Managing Inventory Costs
- Managing Cash Flow
- Closing Years and Periods
- Consolidating Financial Data from Multiple Companies
- Working with Multiple Dimensions Structure
- Create G/L Budgets and Report with Multiple Scenarios
- Post Transactions Directly to the General Ledger
- Reverse Journal Postings and Undo Receipts/Shipments
- Allocate Costs and Income
- Record and Reimburse Employees’ Expenses
- Defer Revenues and Expenses
- Setup and Update Currency Exchange Rates
- Import Payroll Transactions
- Work with VAT on Sales and Purchases
- Report VAT to Tax Authorities
- Convert Service Contracts that Include VAT Amounts
- Managing VAT Rate Changes
- Walkthrough: Making Cash Flow Forecasts by Using Account Schedules
- Analyzing Financial Statements in Excel
- Transfer Bank Funds
- Multi-Site and International Organizations
- Business Intelligence and Financial Reporting
- User Security, Privacy and Company Compliance
- and more
System Features
- Seamless Integration with Microsoft 365, Power BI and Power Automate
- Automatically Send Documents by Email and Exporting Your Business Data to Excel
- Define User Intelligent Tasks and Roles with Role Center
- Use Job Queues to Schedule Tasks
- Integration Tool for the Other Outside Systems
- Post Multiple Documents at the Same Time
- Preview Posting Results and Edit Posted Documents
- and more
Target Transport & Logistics Business
Freight Forwarders | Custom Brokers
Handle international shipments and performing activities pertaining to international shipments. Preparing and processing customs documentation.
- Achieve highly efficient freight payment and billing processing
- Automate billing process to manage complex business rules
- Accelerate the monthly, quarterly and yearly financial closing with seamless data
Shippers | Transportation
Shippers managing their own freight across the world via vessels, airplanes, and trucks on the ground.
- Single data point to manage the logistics operation and accounting
- Access anywhere through a secure Cloud-based system
- Manage single source for customer and vendor profiles and payments
- Unified billing and payment workflows that streamline the order to cash process
3rd Party Logistics | Warehousing
Third-party logistics service provider to outsource elements of its distribution, warehousing, and fulfillment services.
- Achieve effectiveness of transportation activities leading to higher profit margins
- Automate revenue recognition and cost accruals accurately
- Establish solid integration and the best practice for accounting and freight operation
- Obtain high visibility for multiple business operations like transportation, freight forwarding and warehousing
Calsoft Dynamics 365 Interface Pack for Transport and Logistics
Calsoft’s Dynamics 365 Interface Pack, for transport and logistics, streamlines your accounting system to meet the demands of today’s globally distributed supply chain networks. This interface combines ease of use and rapid deployment, to meet the needs of Freight Forwarders and Transportation Management companies. Dynamics 365 can easily extend an organization’s management capability when operating around the world.
The interface pack can provide enterprise-class management tools to efficiently exceed customer and vendor requirements. Streamlined AR and AP workflows ensure an accurate billing/payment process, that provides decision-makers with the visibility to accurately predict changing business environments.
Key Capabilities
- Customer synchronization across defining Dynamics 365
- Vendor synchronization across defining Dynamics 365
- Accounts Payable (3rd Party Provider Invoice Payment)
- Accounts Receivable (customer billing)
- Auto-Apply AR Credit Note
- ACH Payment Data Import for Custom
- Inter-branch billing in the same entity but different branches
- Accrue costs and revenue recognition
Key Benefits
- Save dozens of hours of enter thousands of invoices again as a result of the solid integration between Dynamics 365 and logistics and freight systems.
- Accelerate invoicing and achieve high visibility into which modes contribute most to your revenues
- Eliminate the inaccurate transactions for operational and accounting processes, and reduce operational expense
Let’s Start a Project
Imagine your business technology running like a finely tuned machine throughout your entire enterprise. We can help you get to where you want to go with Dynamics 365 for Transport and Logistics as the best integrated cloud solution.