Category: ERP

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.

October 20, 2014

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?

October 8, 2014

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.

October 7, 2014

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!

October 2, 2014

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*).

September 30, 2014

Dynamics GP & CRM Integration Demystified: Part 2

Continuing from my previous post about Dynamics GP & CRM integration I will go over the tools and technical details on the integration. You don’t have to decide on the integration tool right from the beginning, again it will depend on your requirements and also keeping in mind your future needs. The marketplace is flooded with a lot of integration tools for GP and CRM so take your time in understanding your needs and then choose the integration application.

September 24, 2014

Getting the Most out of your ERP System

A company’s ERP system can be one of its most productive assets and provides an opportunity to collect and report on vital information, promoting both success and growth. With this in mind, the system should be monitored, maintained, and understood to support the company’s current demands and future goals. Your ERP system puts you into the driver’s seat to help steer the organization in the correct direction.

September 19, 2014

Three Dynamics SL Myths Busted!

If you’ve been part of the Dynamics world for a while you may have noticed a pattern. GP, AX, NAV… they are all widely used and discussed tools. Conferences all over the country (and world) have sessions and talks about them endlessly. I was at the Microsoft World Partner Conference this year and there was a Dynamics table set up with signs and a person behind each to aid you. I went down the row and saw: GP…AX…NAV… and that was all. I thought to myself “something is missing” and then it dawned on me, Dynamics SL was not represented.

September 16, 2014

Acumatica, The Cloud ERP that truely is Automagic!

We have been an Acumatica partner now for approximately three (3) years and have attended the Partner Summit every year. It has been a fantastic journey with such a progressive, forward-thinking company like Acumatica. As a Microsoft Dynamics Partner for many years, we were forced to look for a cloud solution to compete in this changing market place. KTL vetted several vendors including Netsuite, Intacct, and Force.com. We ultimately chose the Acumatica platform for several reasons, but ultimately their strong ties to Microsoft and the Microsoft Technology is what won us over. It just made sense for us to adapt such a transition tool to the Cloud ERP. Since our decision, the Acumatica solution and team have not let us down.

September 15, 2014

A Comparison of On-Premise vs. the Cloud

Most organizations are dependent on fast, accurate, and reliable information that their ERP systems provide. Microsoft Dynamics GP and Microsoft Dynamics CRM are just two of these that may be hosted On-Premise or in the Cloud. With this in mind, I wanted to compare two different installation models: On-Premise Installations vs. Cloud based installations.

September 12, 2014