Category: ERP

How to Pay Employee Expenses by EFT (Part 1)

Why Pay Employee Expenses as an EFT (Electronic Funds Transfer)?
1) Ensure Employees receive their expense reimbursements in a timely manner
2) Save time not printing checks / getting checks signed / stuffing envelopes / mailing payments
3) Automatically Email EFT Remittances to Employees

Steps to Setup the Company Side of the EFT Transaction

Setup Company EFT Information (You will need to work with your Bank for the file layout specifications and preferred transmission method)
1) Go To Financial >> Cards >> CheckBook
2) Select the Appropriate CheckBook

January 2, 2015

PaperSave Version 6.0 – Document Management at the next level

I have been involved in a new PaperSave implementation utilizing the newest version of PaperSave – PaperSave Version 6 and I wanted to provide a summary of my findings. In PaperSave version 6, they have added several new features and have further taken advantage of the browser based technologies. Overall, I was impressed with the product and I think it would be a good addition to any ERP system.

December 10, 2014

3 fundamental steps to build a Top Notch Software

Creating a software is an art, and here at KTL, we take it seriously!

Building software that meets business requirements is quite a tedious process. It involves various disciplines to come together in order to gather requirements, design, code, test and deploy. The journey of a software does not end here, in fact it is just set on a long sail and is expected to do its duty and perform here on. This is when the durability of the software is tested and it is rated as mediocre or class apart. I am going to discuss a few principles that we follow to make a software that customers want to ‘Take Home’ and ‘Keep’.

November 21, 2014

Dynamics ISVs…Use Your Partner!

In previous blogs, I have touched on the sheer number of Dynamics ERP ISVs (third party products). They are great tools to add on to an accounting system, however choosing out of the thousands can be a daunting task. Implementing them can also be quite an undertaking. It involves multiple systems, and should involve several parties, not just the ISV but also your Dynamics Partner and IT personnel/company. All too often us partners get calls from clients saying they have purchased a product that was supposed to solve all their problems and now they have no clue how to use it and their ERP is crashing.

November 17, 2014

Your Thanksgiving Day Dinner vs. Your ERP Project

Tis the season when most get excited about the holidays and gather with friends and family in celebration. For some, the holidays are stressful. There is planning, preparation, execution, and clean up and doing so all on top of your regular daily routines. Oh and it isn’t always just for one holiday but for two, three, or more in a 2 month period. I’m just going to think about Thanksgiving.

November 13, 2014

Top Ten Criteria for Choosing an ERP System

One of the most critical decisions a growing company can make is the introduction of new technology into its business. There are so many things to think about when considering an ERP implementation that it can sometimes be overwhelming. Over my many years of seeing successes and (unfortunately) a few failures of ERP implementations, I have an approach that leads to a more successful outcome.

Technology is the engine that drives corporate productivity. Sound business process to implement that technology is the transmission. Effective, well-thought-out strategy is the gear shift. Well-connected and synchronized, they make a smooth running machine. Without all three, a car can only roll downhill. Similarly, technology implementations without intelligent strategy and sound business process will just go downhill.

November 11, 2014

3 Steps to See if You are Web Client Ready

If you are involved in the Microsoft Dynamics world, in any capacity, chances are you have heard the latest buzzword “web client” quite a bit as of late. However, there are three key factors everyone should know about the web client before you call your VAR and tell them you are ready.

November 5, 2014

How to Conquer Mass Modification to Price Lists in GP

I recently worked on a project to work with Price List Items in GP, a platform which traditionally is not my forte. The goal was to add existing inventory items to a newly created Price Level which we will call ‘NEW’ for the purpose of this article. The caveat was that the current price method used for existing Price Levels (we will call ‘GENERAL’ and ‘DISCOUNT’) was ‘% of List Price’ and the client wished to track these Price List Items as ‘Currency Amount’. This pushed us to have to make the change via the third party application, Scribe, as a change to the price method through the native import tool is not available.

November 3, 2014

How to Add a ‘GO TO’ to a Custom Smartlist

When you open a SmartList and double-click on a line item Great Plains will take you to the transaction screen that is associated with that specific line item. This is a functionality within SmartList called a “GoTo”. This function works for all standard GP SmartLists.

October 22, 2014

KTL-etc: Your Cloud, Your Way.

Over the last several years we have heard a lot about the cloud: How easy it is to move business applications to the cloud; how IT departments are making this part of their strategic business plans; and the different initiatives coming about on how to save companies money and gain efficiencies. IT is now able to off load hardware and software administrative and resource overhead to hosting providers. This is empowering them to not only concentration on, but to be a PART of, strategic technology planning efforts for their organizations. This is an overall benefit to the organization, and I believe an unexpected but welcomed result of the cloud movement.