KTL Blog
Insights and News from KTL Solutions.
Featured
Recent
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*).
Communication is Key
I have been consulting now for over 27 years. When I first started, verbal communication was the accepted and expected way of exchanging ideas, concerns, and complaints. It was efficient and thus you completed your objectives in a timely manor.
Then came the 90’s and the Internet. Email entered our world and people started exchanging ideas via email. We still called each other to discuss issues and exchange information, but email slowly started making it’s way into how we communicate. People felt it was more efficient; they got more done because they could work on other tasks while waiting for a response.
Then the 21’st century came and everything really started to explode…
How to Build Those Perfect Requirements
As a first step to any project, gathering and understanding requirements is vital to your success; and yet we spend little to no time on this very important process. Identifying and involving the appropriate stakeholders during the requirements phase is just as important as eliciting those perfect requirements.
I spent many years as a business analyst, and I have found that for me the most effective way to elicit requirements was to conduct requirement workshops. In this workshop, I identify specific topics on my agenda and pick stakeholders with clout, i.e. those that are well versed in their specific business units. Also, I push for using stakeholders from different business units to give the workshop the benefit of multiple perspectives.
