Introduction

The Customer is undertaking a project to implement ExFlow Travel & Expense in D365 for Business Central. SignUp is pleased to provide the Customer with this Statement of Work (“SOW”) to implement the solution.

This SOW, including scope and deliverables, is based on the requirements known to date and discussed with the Customer and the Customer’s Microsoft Dynamics partner (as the case may be).

This SOW represents the complete baseline for scope, services, service deliverables, and acceptance applicable to this project. SignUp will commence to provide services to the Customer related to the scope set forth herein on the date agreed upon in the Agreement. SignUp will work collaboratively with the Customer and their respective departments or organizations to deliver these services.

Solution Overview

ExFlow’s Travel & Expense Management software for Dynamics 365 BC helps finance teams transform the entire expense reporting process into a digital format, from logging receipts and mileage in the app to online approvals and archiving.

You can find more information regarding the product in general here Travel & Expense for D365 BC with ExFlow - SignUp Software

Or deep dive in the SignUp Software Documentation Platform

Scope

SignUp undertakes to assist the Customer in the implementation of the Software in the Customer's environment by providing the following Implementation Services at the price set out in the Agreement.

SignUp has assumed standard out-of-the-box functionality will be acceptable. Any modifications to the standard Travel & Expense solution package will be raised as a variation at SignUp's Consultancy Services rate specified in the Agreement on a Time and Material basis.

Work will be completed off-site (remote). Meetings will be conducted via Microsoft Teams or similar. Support and trainings will be provided during office hours set out in the Agreement.

Planning Meeting

SignUp will arrange a meeting where the structure of the Implementation Services will be discussed with the Customer and/or BC partner.

Techical Preparations

SignUp will send a guide detailing the technical requirements and collect technical information impacting the project.

The customer will ensure that the software is installed and activated within one of their Microsoft Dynamics sandbox environments. If the Customer requires the Software to be Implemented in more than one environment, such services will be provided at SignUp's Consultancy Services at the rate specified in the Agreement on a Time and Material basis.

SignUp will send a guide detailing the technical requirements and collect technical information impacting the project. The customer will ensure that the software is installed and activated within one of their Microsoft Dynamics sandbox environments. If the Customer requires the Software to be Implemented in more than one environment, such services will be provided at SignUp's Consultancy Services at the rate specified in the Agreement on a Time and Material basis.

Configuration

SignUp will assist the Customer in completing the parameter setup for one (1) legal entity and 2 environments, two (2) users and two (2) expense categories. If the Customer requires assistance with setting up additional companies, such assistance will be provided at SignUp's Consultancy Services rate specified in the Agreement on a Time and Material basis

Training

SignUp will provide training for Key Users. A total of one (1) session and the Basic User Manual is included in the price. A “train-the-trainer” approach will be taken on and it is assumed that the Customer will provide internal end-user training as appropriate. Additional training or on-site work at the request of the Customer will be charged on a Time and Material basis.

User Acceptance Testing (UAT) Support

SignUp will provide support during the User Acceptance Testing (UAT) phase by addressing questions, assisting with issue resolution, and clarifying functionality as needed. However, the responsibility for planning, executing, and completing UAT lies solely with the Customer. SignUp does not perform UAT on behalf of the Customer.

Go Live Prep

SignUp will import ExFlow settings from the test environment to the production environment before Go Live.

Out of Scope

Performing User Acceptance Testing

All User Acceptance Testing will be authored and performed by the Customer.

Go Live support

Go Live support will be provided at SignUp's Consultancy Services rate specified in the Agreement if required on a Time and Material basis.

Credit card integration

If the Customer requires credit card integration, such services will be provided at SignUp's Consultancy Services rate specified in the Agreement on a Time and Material basis.

If such services are required, Credit card integration will be supported under the condition that a bank account integration with D365 Business Central exists. This support is limited to technical support only. The customer will be responsible for all communication with the bank integration providers.

Data Migration

Data migration or cleansing of employee records and transactions from other systems.

Customer Requirements

SignUp's delivery of the Implementation Services is dependent on the Customer actively participating in the implementation process and offering reasonable assistance. The Customer will therefore, in addition to any requirements set out elsewhere in the Agreement, be required to:

• Establish a remote connection to enable SignUp’s access to the Customer's environment.
• Ensure that sufficiently qualified personnel from the Customer's organization are available throughout the implementation and testing phases.
• Download and install Travel & Expense Management App from AppSource
• Configure AppsForDynamics365 connection.
• Configure Travel & Expense
• Create AppsForDynamics365 logins.
• Promptly notify SignUp of any defects in the Software or its implementation discovered during the Customer's acceptance testing.
• Ensure necessary configuration in standard D365BC