Tag: ERP

The Importance of Requirements Gathering for Software Projects

Requirements are an essential part of any software project and the foundation on which all projects should be built. The gathering of and compiling of requirements for a software project is very much a partnership between the user of the software and the developer. Obviously the customer or software user needs to communicate to the developer what they need, but at the same time the developer needs to be able to anticipate needs and ask the right questions during the requirements gathering phase of a project. 

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October 14, 2015

Why Did We Miss Those Requirements?

How does your end-user derive true value from the product/service you provide? The end-user doesn’t care too much if the product/server was delivered within budget or on-time. They are most concerned and get the best benefit as long as their requirements have been met in its entirety. 

 

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October 9, 2015

Why should you integrate data into your ERP instead of manual data entry?

The first question to ask is what do you mean by integrate data into your ERP?  When I say integrate data into your ERP what I am talking about is taking out the step of manual entry of transactions to loading large batches at once.  There are multiple ways to integrate data into your ERP software and you can integrate all types of data. 

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September 25, 2015

IT for Accountants: What is RDP and why do I need it?

So, its 4pm on Thursday and you’re having an issue with payroll in GP. You’re not sweating it because you know that you have an amazing VAR who is going to get this all straightened out for you. You call in and get your consultant on the phone and they tell you they are going to use RDP to get on your machine and see what the problem is. You sit there confused but not wanting to let them know that you have no idea what’s happening. A million thoughts race through your head… “What’s RDP? Should I have this? Do I need it? Why don’t I know?” 

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September 23, 2015

Uploading Customers into Acumatica ERP

One of the most difficult decisions that has to be made during a new system implementation is how much and what kind of data to migrate from your old system to the new. How many years do we bring over? Do we bring over detailed or summarized data? Is it reconciled? We will have access to old system for historical reporting purposes? These are all questions that are posed and answers that are debated during the process of making the decision.

There are, however, a few data decisions where there can be no debate. You have to bring over your Chart of Accounts. You may choose to take the opportunity to restructure your Chart of Accounts or to get rid of inactive accounts but you have to have your Chart of Accounts. The other data requirements are your Employees, Vendors and Customers. There still remains the option of do you add these records via manual entry or do you upload them. Using the manual entry method can provide the opportunity for training, since in the future, you will be adding these types of records one or just a few at a time.

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September 15, 2015

DCAA Compliance and First Audit – This Should Be a Happy (But Careful) Time

I recently attended a workshop that was so spot-on I’ll even mention the speaker and his company: Kevin Grimes of CFO Leasing. I never met Kevin prior to that workshop but was very impressed with how clearly and succinctly he conveys the pitfalls and nuances of becoming DCAA compliant. 

Getting a notice that you are going to be audited by DCAA should not be frightening, but should be a joyful notice. The fact that your company has gotten the attention of DCAA means that you are about to be awarded a large contract or your business has grown so successfully that you are a larger federal contractor; both reasons to be happy, not frightened. However, at this point, you need to understand that: 

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September 10, 2015

Five Things to Consider When Moving to the Cloud

News about the cloud is everywhere, the sales pitch for cloud computing is simple. 


Companies pay a third-party vendor to run one or more of their systems, like email or payroll, on its own servers, saving tons of money.  

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September 2, 2015

How to close the fiscal year in Microsoft Dynamics GP

Companies that operate on a fiscal year instead of a calendar year have to do two year end closes in their ERP software.  One close is for the calendar year for 1099 and tax filing and the other close would be for the company year end close.  Most people ask what is the purpose of two closings.  This is a great question the main purpose for two closing is to tax filings that are calendar related for example 1099 processing.  The next question that is asked is what happens to within my ERP when I close the fiscal year and that is what we are going to go thru below:

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August 28, 2015

How to create a Drop Point in PaperSave

A Drop Point in PaperSave is a method of capturing documents and sending them to a PaperSave workflow.   Each Drop Point can be associated to a single workflow, but a workflow may have several Drop Points.  The reason a workflow may have several Drop Points is to capture documents from different methods, such as Email, drag and drop, scan, etc.

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August 26, 2015