Do you report actual to budget variance and always have a difficult time getting your budget into GP? Below are some suggestions on how to best use excel based budgeting within GP. There are options for users who have budget workbooks outside of GP and just need to load the data as well as users that are just starting the budgeting process and how to build templates and get historical data out of GP for budgeting.
In this blog, I wanted to address the variety of factors that may lead to your Checkbook balance and General Ledger Balance differing. Some vital information that should be collected to evaluate why the balances are different are:
What am I doing? The same thing I have always done? The same thing that hasn’t given me the results that I wanted, that hasn’t helped me hit my goals?
These are the questions businesses are asking themselves all the time. They know what they are doing, they know it’s not working, but they don’t know how to change it. And in the world with budgets, time restraints, managers and employees to answer to the idea of changing what you are doing to get better results can leave you stagnant while you figure out what exactly it is you need to change. And being stagnant means losing money. Who has time for that?
A recent request tasked me with adding functionality to the form ribbon of an Order in CRM 2013. The goal was to capture information from two fields on the Order’s associated Account and based on that information enable or disable a button on the ribbon of the Order which for the purposes of this article we can call Has_Value. I was not able to pass the values to the Order when it was created as these values could change some time after it had been created. Additionally, if the associated Account were found to be a duplicate, it would have to be merged and updated on the Order that could also change the results of the information I was capturing. This left me with having to query for my information using Javascript when the Order form loaded. With this Javascript query, I then updated a hidden Boolean field on the Order if the criteria was met or left it blank if it was not. This might not seem important now but having to take these actions in order to meet the requirements affected how this customization had to be modified at later steps in the functionality.
Merriam-Webster’s dictionary defines a Fixed Asset as a “tangible object of a permanent or long-term nature. Businesses of all sizes purchase and maintain equipment, computers, machinery, furniture, tools and other items to assist in running their enterprise. Tracking the cost, current value and the depreciation expense of these items is a vital exercise of the accounting department of a business. The accurate accounting of assets is important for annual overall profitability of the business and for accurate income tax calculation. Large organizations, as well as some smaller ones, will use some sort of fixed asset tracking software. Asset tracking software allows companies to track what assets they own, where they are located, how much they cost, the monthly or annual depreciation expense and their current value.
We recently had a requirement where a client wanted to be able to access the web client outside of their network from the web without having to use a VPN client. Microsoft’s installation instructions direct you to implement an additional server outside of your firewall to provide windows authentication. I am going to give you the steps to publish the web client outside of your firewall without the need of an additional server and you don’t need to use a VPN.
We often say that accounting systems are “sticky”. Once you find one that works for your business you feel locked in because of:
Have you ever had that one friend who was always “down with the trends?” He/she would also have the designer clothes, newest kicks, or best hairstyles before any of it even came into your radar, or better yet before it even hit stores. You would, in some ways, look up to them for advice on where to get these items for; where was the best deal or bargain; and what was coming out next so you could try and prepare yourself for it. They were, in a labeling sense, your “influencer.”
They (signoffs) play a very significant role in the project lifecycle and add tremendous value and leads to an overall positive outcome to your project. But like everything else, there is a time and a place to use signoffs. Using a signoff should not cause and be looked at as an unnecessary burden.
I have seen that using signoffs during a software implementation that is using a waterfall methodology is most appropriate. There are distinct phases, each phase is broken out into more granular tasks and everyone is aware going into the project on what happens next.
The ERP (Enterprise Resource Planning) concept grew out of early accounting systems; the idea that you should join up all your disparate engine-room components to have an integrated, holistic view of operations. ERP suites from Oracle, Microsoft, SAP and others were intended to create a one-stop shop for payroll, invoicing, HR, logistics, supply chains, general ledger and all line of business systems like manufacturing or supply chain.
There has been a recent plethora of blogs about the “death of on premise ERP” as companies utilize SaaS for critical business functions. The blogs say that as nimble, less costly SaaS systems replace ERP components, the whole concept of a single system crashes to the earth.
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