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Tip’s and Trick’s: Year End Closing checklist
With the new year around the corner and tax season on the way it is important to start getting everything set to close out the
Business Intelligence (BI) tools and their use with Microsoft Dynamics GP
For my final post in this series, I’m going to look at one of my favorite Dynamics GP Business Intelligence and financial reporting tools. Solver’s BI360 software is an Excel and Web-based Business Intelligence Suite. BI360 integrates with many major ERPs right out of the box via a real-time connection. These include the following:
4 Tips for ERP System Maintenance
The enterprise resource planning system (ERP) is the backbone for most organizations. They invest a lot of money in software, implementation and training costs related to their ERP systems to collect, track and report on critical business data. Once the system is in production and the organization is dependent on the results provided by the ERP system, a maintenance plan must be developed and documented to ensure the system continues to operate at its best.
5 Ways to Make Your Holidays Safe and Fun
The holidays are fast approaching and KTL Solutions would like to take a moment and wish you a happy holiday season. We also know that many of you will be going to parties, visiting family and attending holiday-themed events, so the staff here at KTL Solutions has taken the liberty to provide you with 5 tips to help make this time safe and fun.
During the holiday season some of our favorite songs will be playing in stores, radios, at the gym all to get you in the spirit. And every year you wait until you get to your car to start singing your heart out. We know you want to sing, we see you tapping your foot to Mariah Carey’s “All I Want for Christmas Is You.” This year sing loudly, dance crazy and enjoy the moment. The louder you sing and the crazier you dance, the closer you are to a holiday flash mob.
Management Reporter 2012 RU3 Released
On November 12, Management Reporter 2012 RU3 was released. One of the biggest additions to this update is the inclusion of a web report viewer
Build a Refreshable Excel 2013 Dashboard with Dynamics GP Data: Part 4 of a 5 part series
In previous posts, we have talked about the benefits of Business Intelligence, created a report with Jet Express for Dynamics GP and analyzed Dynamics GP sales data using Market Basket Analysis to help increase sales. Today we will be connecting our Excel 2013 spreadsheet to a SQL view to create a dynamic refreshable Sales Dashboard. So let’s jump right in and get started building our Sales Dashboard.
MarketingPilot and CRM
IDC has predicted that in the next four years, marketing automation will display the most rapid segment growth of the CRM space, and that by
Revaluation and reconciliation of A/R aging report to the A/R general ledger account
It is important to perform the revaluation process every month between sales and financial modules to make sure the company’s A/R aging report balances to the A/R general ledger account.
There are two steps in such revaluation process. First, we must revalue the financial series by going to Microsoft Dynamics GP—Tools—Routines—Financial—Revaluation.
Modify the look and feel of Dynamics GP by adjusting user preferences
In order to customize the look and feel of Dynamics GP for a particular user, user should log in to Dynamics GP and select Microsoft Dynamics GP from the menu and then choose “User Preferences.” The following screen will appear.
