Introduction

Welcome to Electronic Reporting manual!

Capturing information about key business processes and transactions in your ERP system is critical to effectively managing your projects and resources and serving your clients. But having the ability to easily consume this information to help support key business decisions is a different story.

To address these challenges, HSO ProServ presents projects360 ER for Microsoft Dynamics 365 for Finance and Operations, a configurable tool from under Dynamics 365 workspace that helps you create and maintain regulatory electronic reports, business documents, and payment files.

Because projects360 ER is a workspace with Dynamics 365, all reporting configurations can be configured directly in Dynamics 365 in order to maximize flexibility and simplify the setup and ongoing management of your ER solution.

What’s in this user manual

This manual contains the information around the related F&O configurations and report description. This manual also helps in understanding how to use Electronic Reporting tool out-of-the-box in order to reduce costs and deployment timelines, while still maintaining the flexibility to easily accommodate your firm’s unique reporting needs.

Along with the projects360 ER information you can also see ‘What’s New’ to that specific version and release notes for each hotfixes released pertaining to that specific version on this page.

How to use this manual

• If you know what areas you areas you looking for, then from the table of contents on the left side of the screen, select a topic or expand the menu to find the topic you’re looking for.
• You can also use the search bar at the top right to search for help on specific topics.
• If you can’t find a topic that you think should be addressed in the projects360 ER manual, send us a content request.

Our other manuals

Along with projects360 ER manual, we do have few other manuals. Below is the list of documentation available for projects360, select the links to jump on to these manuals and explore the functionality.

• projects360 Features – This manual gives insights to what’s available in projects360, how we can configure and use it to the best of our needs.
  

• projects360 BI Manual – This manual gives insights to what’s available in projects360 BI, how we can configure and use it to the best of our needs.
  

We are here to help!

This manual provides detailed information on all the features available in projects360. It is a living, breathing document that will be updated as the software changes. However, should you find yourself with a problem that you cannot answer with these guides or if you have any suggestions or any feedback pertaining to these features, please email us with your queries.

Thank you,
HSO ProServ projects360 ER Team