For professional services firms, time and expenses are the foundation of project profitability. Yet, in many ERP environments, they remain fragmented, manual, and disconnected from the project lifecycle. OMZY, built natively inside Microsoft Dynamics 365 Business Central, unifies timesheet management and expense reporting within a single project workflow, automating cost calculations, GL postings, and billing alignment without the need for external tools or reconciliation.
Full GL Integration
Timesheet entries post simultaneously to the project subledger and the general ledger — covering costs, benefits, overhead, intercompany, and revenue.
Native Expense Reports
Business Central does not include expense reporting by default. OMZY adds it natively, with automatic postings to the project subledger, GL, and accounts payable.
Automatic Rate Application
Billing and cost rates are applied at the point of entry based on project configuration, resource class, and rate cards — no manual selection required.
Direct Path to Invoicing
Time and expense entries are linked directly to the invoicing module, making billing a natural extension of project execution.
One System, no Reconciliation
Because OMZY is built inside Business Central, data flows continuously from entry through to financials and billing without exports or duplicate systems.
What Business Central's Project Module Handles Natively
Microsoft Dynamics 365 Business Central includes a timesheet feature that allows employees to log time against projects and tasks. Entries are posted to the project subledger, supporting cost tracking and basic financial reporting.
This is a solid starting point for organizations with simple project structures. However, as complexity grows, several limitations become apparent:
• Timesheet entries are recorded in the project subledger only: there are no corresponding GL postings for costs, benefits, overhead, or revenue.
• Work classification options are limited, making it difficult to consistently distinguish billable from non-billable time or apply productivity tracking.
• Business Central does not include a native expense report module. Expense management typically requires a separate tool, manual workarounds, or custom development.
• Cost allocation relies heavily on manual input, increasing the risk of classification errors and inconsistencies across projects.
These gaps can affect the accuracy of project financials and make it harder to report confidently on profitability, work in progress (WIP), or billing readiness.
How OMZY Enhances Timesheet Management in Business Central
OMZY builds directly on Business Central's timesheet framework. The interface remains familiar to employees, while the underlying structure is significantly more complete.
Structured Time Entry with Business Rules
OMZY allows organizations to define business rules that govern how time is classified at the point of entry. These rules can include:
• Work categories and transaction types (labour, contract worker, internal expense, etc.)
• Hour types — regular, overtime, and others, with rules controlling which types are available per task
• Billing relevance — whether time is billable, non-billable, or subject to a specific rate
• Productivity codes — for internal performance tracking
This ensures time is properly contextualised for operational reporting, payroll, and client billing from the moment it is entered.
Full GL Postings — Not Just Subledger Entries
When an employee submits a timesheet in OMZY, entries are posted simultaneously to the project subledger and the general ledger. The system generates entries across costs, benefits, overhead, intercompany charges (where applicable), and revenue — based on the project's contract type and associated rate card.
This eliminates the need for manual journal entries or post-submission adjustments.
Rate Cards Applied Automatically at Entry
OMZY applies billing and cost rates at the point of entry based on the employee's resource class, the project setup, and the applicable rate card. Employees do not select rates manually — the system enforces the correct values consistently.
| DIMENSION | EXAMPLES |
|---|---|
| By individual resource | Named employee billing rates |
| By resource class | Junior, senior, principle rates |
| By category | Consulting, training, travel |
| By hour type | Regular vs overtime multipliers |
| By effective date | Supports periodic rate increases |
Expense Reporting: Native Integration Where Business Central Falls Short
The absence of a native expense report module in Business Central is one of the most significant gaps for professional services firms. OMZY closes it entirely — without requiring a third-party application.
Built-In Expense Reports Linked to Projects
OMZY includes a native expense report feature that allows employees to enter project-related expenses — travel, meals, accommodation, and similar costs — directly inside Business Central. Each expense is automatically associated with the correct project, task, and cost category.
Simultaneous Postings to Three Destinations
When an expense report is submitted, OMZY posts entries to three places at once:
1. Project subledger — for cost tracking and project-level reporting
2. General ledger — for financial accuracy and period-end reporting
3. Accounts payable — as a transaction under an employee vendor record
This creates a complete, auditable financial trail from the moment an expense is submitted.
Markup and Reimbursable Expense Support
OMZY supports configurable expense markups based on contract type and rate cards. Reimbursable expenses are automatically prepared for client billing, with markup applied consistently according to project rules — no manual adjustment required.
| IMPACT AREA | WHAT IT MEANS IN PRACTICE |
|---|---|
| Improved accuracy | Predefined rules and automatic postings reduce manual input and classification errors across all projects. |
| Greater financial visibility | Project managers have real-time access to costs, WIP, and profitability — not only after month-end close. |
| Streamlined billing | Time and expenses already aligned to project rules flow directly into invoicing without rework. |
| Team alignment | Finance, project management, and delivery teams all work from the same data in Business Central. |
FREQUENTLY ASKED QUESTIONS
Does Business Central include expense reports in its base project module?
No. Business Central does not include a native expense report feature in the project module. OMZY adds this capability directly inside Business Central, without requiring a separate application or integration.
How does OMZY handle timesheet postings differently from standard Business Central?
In standard Business Central, timesheet entries are recorded in the project subledger only. In OMZY, entries also post to the general ledger, capturing costs, benefits, overhead, intercompany charges, and revenue based on the contract type and rate card.
Can employees continue using the same timesheet interface they know from Business Central?
Yes. OMZY builds on Business Central's existing timesheet framework. The entry experience is familiar, with additional structure applied through business rules configured in the background.
Can OMZY handle expense markups for client billing?
Yes. OMZY supports configurable markup rules tied to contract type and rate cards. Reimbursable expenses are marked up and prepared for invoicing automatically, with no manual adjustment required.
What is a Gantt chart, and why does it matter for project planning?
A Gantt chart is a visual timeline that shows tasks, their duration, and how they relate to one another. In a project management context, it makes it easier to understand project structure, spot dependencies, and assess the impact of changes to the schedule.