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Taking Advantage of the PaperSave Worklow
In November of last year, I wrote a blog about a Document Management system called PaperSave. The PaperSave document management system captures and stores documents electronically from varying drop points, routes the document through a workflow, and can upload a document directly into Dynamics GP. At that time, PaperSave had recently introduced version 6.0 of their software, which provides additional functionality to the end user through Email drop points, browser based interfaces, and a full mobile solution for workflow routings.
Microsoft Convergence 2015: Five Takeaways and a Brave New World
Microsoft Dynamics’s Convergence, a gathering of 12,000 customers, partners and Microsoft employees, was great this year. Almost transformative, and as an experienced Convergence attendee, here are my five takeaways that make me think this was a great Convergence:
1. The president of Microsoft, Satya Nadella, attended and was the keynote speaker. Ballmer was absent the last two years, which for me, was not an issue, as his messaging was stale and confirmed in my mind he did not understand business applications. See number five below for more detail about why the keynote was so transformative.
Combining Social and Financial Data for Powerful Analytics
This year Convergence was held in Atlanta. While this conference is a huge Dynamics Users conference, they highlight applications that are not necessarily part of the Dynamic stack. One of the most captivating sessions I attended focused on Power BI, Microsoft’s excel based Business Intelligence tool.
Lovin’ it….. Power BI Designer Preview
Microsoft has a great new offering, Power BI Designer Preview, as part of the Power BI platform. It is a standalone Windows Desktop application that can be downloaded from the Power BI site. It is an optional Power BI content authoring option for users that are unable to upgrade to the latest version of Excel. The application combines Power Query, Power Pivot Data Model and Power View into a seamless experience that will allow users to build their Power BI dashboards and reports.
Disposal of a Fixed Asset in Acumatica Cloud ERP
There are usually two cases in which you would write-off an asset from your accounting books. As I’m sure we have all experienced, hard drives crash and laptops and desktop computers become more useful as paperweights than office equipment. In this instance, the asset is donated or placed in the “circular file” for disposal with no resale market value. This is probably the most common scenario. To remove the asset from your accounting records, you would normally have to create an adjusting journal entry that removes the accumulated depreciation and the original acquisition cost. If the asset is fully depreciated, then the entry is fairly straightforward.
Dynamics CRM Online & Office 365
Initially when Dynamics CRM Online was introduced it was tied to windows live id, Microsoft’s online authentication platform. Since then it has been replaced by Office 365 login. And it’s not just that Dynamics CRM Online authentication that has moved to Office 365, now there is lot more integration between these 2 systems. The latest one is the connection between Power BI and Dynamics CRM using Office 365. You can find additional details of the same at
Marriage Counseling between Sales and Marketing
I was extremely fortunate to have KTL send me down to Atlanta, Georgia for one of Microsoft’s largest conferences, Convergence. Here I was able to really understand concepts involving both marketing and sales that pertained to us as partners using the solutions we not only implement and sell, but use in house as well. My knowledge grew with many of the sessions provided, but one stood out from others. Not because it was more technical or that I learned something specific that I have been wanting to learn more about; it was that this particular session put a retrospect on what KTL’s Director of Sales and I deal with on an everyday basis: the connection and dependence between our two departments.
Converting Purchases to Fixed Assets in Acumatica Cloud ERP
Acumatica Cloud ERP is one of the many ERP (enterprise resource planning) systems that contain a fixed asset module as part of the application. Having an integrated fixed asset module automates the management of a company’s fixed assets. The automation of this allows an organization to dump their convoluted Microsoft Excel Spreadsheet or Microsoft Access Database for managing the fixed asset process. Using a spreadsheet or database to manage your fixed still leaves you with making journal entries to record monthly depreciation expense and disposal of assets when they are sold or retired. You are also subject to errors during data entry not only of the journal entry itself, but also of the initial setup of the asset in the spreadsheet or database.
Why are my General Ledger Cash Account balance and my Checkbook balance different? Part II
In my last blog from February 2015, we discussed the variety of factors that can lead to your Checkbook balance and General Ledger Balance being different and what the corresponding results will be to both balances. In this blog, I would like to address the resolution for each of these issues.
