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Ways You Can Benefit from Your MSFT Partner Relationship
In my last blog, I discussed how to get the most out of your ERP system. The key elements presented were: have a maintenance plan; train, re-train, cross-train your users; understand your business Model; take advantage of what the ERP system has to offer; and develop a strong partnership with your Business Partner. In this blog, I wanted to dig a little deeper into the relationship with your Microsoft Business Partner and how your organization may benefit from this relationship. Your Microsoft Business Partner can be key to the future success of your ERP system.
We have an App for you!
KTL Solutions has been creating customizations for Microsoft Dynamics GP since before there was a Microsoft Dynamics GP. Dynamics GP was originally Dynamics by Great Plains Software and some of our products go back that far. These add-on modules for GP have been designed to fill a need that the core functionality of GP does not provide. We will be looking at 3 core products that KTL offers as add-ons to GP. These are AP Fast Entry, Payroll Security, and Advanced Distributions.
Integrative Technology Improvement – Diagnose Before Prescribe
From the time the innovative General Hannibal implemented new technology (elephants) to enhance his ability to wage war, technology improvements affect the way we do things. Unfortunately, some technology adoptions have had piecemeal, rather than strategic approaches. To quote a new colleague (discussing a recent company who is looking for a new accounting system), “they currently have a Franken-system”, a monster of mish-mashed technologies that absorb vast resources and lull an organization into thinking that technology is addressing its real needs.
How to UnApply – ReApply a Cash Receipt in GP
Three reasons why a user may need to Unapply or reapply a cash receipt.
- The Customer has payment, credit memo, or return that was applied to the incorrect invoice.
- The Customer has payment, credit memo, or return that was applied to the correct invoice, but the amount was applied incorrectly.
- The Customer has an outstanding payment, credit memo, or return that can now be applied to the correct invoice.
So how do I do this?
Not Your Parent’s Accounting System
Acumatica is one of the new solutions in the game and the fastest growing Cloud ERP in the world. They were incorporated in 2008 and started by ex-Microsoft Dynamics executives. The goal being to improve on all that is wrong with MSFT systems. MSFT accounting is good for what it is, but it has a hard time doing what people need to do with computing today. The point of this is not to bash MSFT, but point out where Acumatica is: years ahead in technology; just like your Mac Book is to the IBM 650.
What a Horse has Taught Me About Leadership
For those of you that know me on a personal level, you know that I own a Thoroughbred Rescue Farm and that I also compete in Eventing in my spare time. Being around and working with horses can teach you a lot about yourself. You have to learn how to communicate with a 1000lb+ animal. It first starts with building trust. And once gained, the horse will look to you to be their leader.
5 Ways to Speed up BI360 Reports
Regardless of the report writer you are using, the most commonly asked question is, “How can I get my reports to print faster?” There are some options in the build of the reports that can help with performance. Here are my top five ideas on how to get your BI360 reports in running time!
Custom CRM Reports with External Data
Perhaps you wish to provide your Sales Reps with the Customer Statement from Dynamics GP or a report which summarizes order history. We would be able to use pre-filtering to only pull orders in GP for the Account in question or if your Sales Rep is on the road, still allow them to print out a Customer Statement without having to us a VPN to access GP. Great! So, I’ll just upload the report I created into CRM and be able access my external data. Not so fast.
What Accountants Don’t Know About Sales Tax
How much does your accountant know about sales tax? Maybe not as much as you think. A startling number of accounting professionals botched basic questions about sales tax, from online tax to nexus to audit risk (according to a recent Wakefield survey*).
