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WOW! A Dynamics GP multi-company Financial Dashboard
Dynamics GP can deploy some great Excel dashboard’s in GP2015 and Jared Hall created a awesome Financial Dashboard that you can download here. The problem with all of these solutions is that most Dynamics GP environments are multi-company setups making these dashboards not very functional without navigating and opening multiple Excel spreadsheets to view each company’s dashboard. So I took it upon myself to modify the one provided by Jared Hall to work in a multi-company Dynamics GP setup.
Pumpkins, piercings and the paranormal: 10 scary ways states apply sales tax
Bwaahahaha! Is that the ghostly laugh of a Halloween haunt — or the auditor reviewing your sales tax returns? Dealing with sales tax can be a ghoulish task. And for businesses with compliance obligations in multiple states, it can be frighteningly difficult to know which rules apply.
The Importance of Requirements Gathering for Software Projects
Requirements are an essential part of any software project and the foundation on which all projects should be built. The gathering of and compiling of requirements for a software project is very much a partnership between the user of the software and the developer. Obviously the customer or software user needs to communicate to the developer what they need, but at the same time the developer needs to be able to anticipate needs and ask the right questions during the requirements gathering phase of a project.
Why Did We Miss Those Requirements?
How does your end-user derive true value from the product/service you provide? The end-user doesn’t care too much if the product/server was delivered within budget or on-time. They are most concerned and get the best benefit as long as their requirements have been met in its entirety.
Whitaker Brothers Become Automated
Organization: Whitaker Brothers Business Machines, Inc.
Users: 20
Current Solutions: MSFT Dynamics-GP and MSFT Dynamics-CRM
Modules: Core Financials; Inventory; Purchase Order Processing; Sales Order Processing (POP/SOP)
ISV Products Used: K-eCommerce; Avalara; FieldConnect
Why should you integrate data into your ERP instead of manual data entry?
The first question to ask is what do you mean by integrate data into your ERP? When I say integrate data into your ERP what I am talking about is taking out the step of manual entry of transactions to loading large batches at once. There are multiple ways to integrate data into your ERP software and you can integrate all types of data.
Troubleshooting Locked Records in Dynamics GP
In this month’s blog, I wanted to address the primary reasons records may be locked in Dynamics GP and various ways to unlock the records. The causes of records being locked in Dynamics GP may happen for a variety of reasons, but the fix is quite similar. Two of the primary reasons records may be locked in Dynamics GP are from batches having issues while being posted and records being edited by a user. The records remain locked until the batch is posted or the user has saved their changes. If something happens during these processes, the lock may not be released and the record could remain locked.
IT for Accountants: What is RDP and why do I need it?
So, its 4pm on Thursday and you’re having an issue with payroll in GP. You’re not sweating it because you know that you have an amazing VAR who is going to get this all straightened out for you. You call in and get your consultant on the phone and they tell you they are going to use RDP to get on your machine and see what the problem is. You sit there confused but not wanting to let them know that you have no idea what’s happening. A million thoughts race through your head… “What’s RDP? Should I have this? Do I need it? Why don’t I know?”
Uploading Customers into Acumatica ERP
One of the most difficult decisions that has to be made during a new system implementation is how much and what kind of data to migrate from your old system to the new. How many years do we bring over? Do we bring over detailed or summarized data? Is it reconciled? We will have access to old system for historical reporting purposes? These are all questions that are posed and answers that are debated during the process of making the decision.
There are, however, a few data decisions where there can be no debate. You have to bring over your Chart of Accounts. You may choose to take the opportunity to restructure your Chart of Accounts or to get rid of inactive accounts but you have to have your Chart of Accounts. The other data requirements are your Employees, Vendors and Customers. There still remains the option of do you add these records via manual entry or do you upload them. Using the manual entry method can provide the opportunity for training, since in the future, you will be adding these types of records one or just a few at a time.
