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Sunday, 11 August 2013 06:30

Using Checklists in Dynamics GP

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In October 2009 I wrote a blog about using Checklists in GP.  I find this blog is still useful today as I have clients wherein turnover has forced the need to document processes within the system.  Checklist are the perfect tool to allow these processes to be documented.  See my blog below:

 Lots of us make checklists for a variety of tasks from grocery shopping to complex projects.  Microsoft Dynamics GP offers built in checklists in the Routines section of every module that can help walk users through a diverse range of topics.

Once you have accessed the appropriate Checklists window, ensure the frequency is appropriate for the checklist you are about to create.  Click Add to create a link to a Microsoft Dynamics GP window.  Name the checklist item & select the appropriate in the Command (Dynamics GP window).  Once your list is complete, order the items appropriately by using the Up & Down buttons.  Now every time a user performs this particular task, all they are required to do is click the checklist item in order & populate the fields with new data.

Checklists are particularily beneficial when turnover is an issue or roles require extensive training.  Two tasks I recommend clients create checklists for are performing payroll & completing year-end.  Mistakes made performing either of these functions can have wide-reaching effects.  In my next blog, I will cover a few tasks that should be on your year-end checklist.

Payroll Checklist

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Microsoft Dynamics GP

As of April 1, 2013, the Government of Prince Edward Island is implementing the Harmonized Sales Tax (HST). The combined HST rate in PEI will be 14%, of which 5% will represent the federal part and 9% the provincial part. Further, the Government of British Columbia will be eliminating the HST and reinstating PST and GST on taxable services provided in British Columbia. As of April 1, 2013, you will be taxed GST at a rate of 5% and PST at a rate of 7%.

To create the ability to track these changes in Dynamics GP, one must utilize Tax Details and
Tax Schedules.  Tax Details identify specific taxes and their rate of taxation.  These are then assigned to & grouped on Tax Schedules for processing transactions in GP.  Tax Schedules can be assigned to Customers, Vendors, Items, etc.

Setting up Tax Details

  • Enter a Tax Detail ID and a Description.
  • It is important to set the Type properly as Tax Details can apply to either Sales (to a Customer) or Purchases (from a Vendor) exclusively.
  • Set a default GL Account to distribute tax transactions to in order to capture values in the general ledger.
  • Set both the Based On & Round values depending on the tax.  For HST & PST, these should be set to Percent of Sale / Purchase & To the Nearest Currency Decimal Digit respectively.
  • Set the Percentage for the Tax Detail.  For HST PEI, this is 14%.  For PST BC, this is 7%.

Tax detail maintenance 1

Setting up Tax Schedules

The Tax Schedule Maintenance window contains two list boxes:

  • The Available Tax Detail IDs list box displays a list of all the tax details entered.
  • The Selected Tax Detail IDs list box displays the details added to this schedule.
  • To add tax details to a tax schedule, highlight a detail in the Available Tax Detail IDs list and click Insert. The detail is inserted in the Selected Tax Detail IDs list and is included in this tax schedule. Continue selecting and inserting details until the complete tax schedule is created.

Tax detail maintenance 2

Assigning Tax Schedules to Customers/Vendors

Once tax schedules have been created and saved, the last step in the process is to assign the tax schedule to a customer or vendor, etc.  If a new tax schedule is to be applied to a customer, navigate to the Sales > Cards > Customer.  Then, select the appropriate customer & enter the appropriate value in the Tax Schedule field.  To assign the tax schedule to a vendor, navigate to Purchasing > Cards > Vendor.

For more information contact us at This email address is being protected from spambots. You need JavaScript enabled to view it., WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Published in WebSan Blog

Save Money by Switching to a Cloud Hosted Solution

Do you manage your financial accounting using an on-premise solution? Are you spending a lot of money on licensing?

WebSan Solutions offers business the option of switching to a cloud hosting solution.  They offer faster deployment options when compared to on-premise.  You can save on licensing because you have access to your data through the web. No need to purchase hardware or software. You need to pay a low monthly fee, which helps you manage cash flow.

Frequently Asked Questions

WebSan Solutions Inc. is a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider. In their web-based time and expense management system, they have added the FAQ page to tackle commonly asked client inquiries. This new enhancement will reduce their IT costs and create more productivity amongst their clients. This system is very easy to use because of its simple design and user-friendly navigation.

Paperless Office for expense reports

WebSan Solutions has also added a new document upload feature in the time and expense portal. This new feature allows employees to scan receipts and attached them to an expense report in the portal. When a manager is ready to approve it, they can automatically see the receipt. The document upload works in real time, so there’s no need to submit an expense then send in your receipts by mail into the office. You can now also use a tablet (iPad, Android) to take a picture of your receipt and still attach it to your expenses.

“Are clients have realized tremendous time savings and efficiencies from being able to upload expense receipts from a tablet or mobile device.” stated Andrew King, Managing Director.

To see WebSan Solutions time and expense management system in action, click this link: http://www.youtube.com/watch?v=MCu3BM3DInA&feature=player_embedded

Published in WebSan Blog

The last release of Microsoft Office was in 2010, now three years later Microsoft unveils their new “sleek appearance” and features with Office 2013. The new appearance coincides with the Windows 8 look; they’ve added better functional improvement and links to SharePoint and SkyDrive.

There is the option of purchasing the software separately or getting Office 365 for your business. Still questioning if it’s time to upgrade? Here are some features that I’ve done research on that might change your mind.

Do you find that your desktop applications are taking up too much space on your hard drive? Microsoft has introduced SkyDrive Integration with Office 2013. Office 2013 is designed to integrate with the cloud using SkyDrive and SharePoint. That’s a big benefit to SMB if you prefer to store your documents in the cloud. If you're still skeptic about the cloud, you still have the option of saving files on your local drive.

Do you find that you are always on the go and can’t bring your laptop with you all the time? When business is booming you might find yourself all over the place, with no time to sit at a desk. But using Office 2013/Office 365 you will be able to view your documents online using a PC, tablet or WebApps. This feature makes it easier to pick up where you left off working, even if you open the file on a different device than you last used.

Do you have trouble using Excel? Do you need to use Excel to create charts and monitor sales? Excel 2013 has a new feature called Recommended Chart which you select the data to chart and click Insert > Recommended Chart to see options such as line, bar, and pie charts that the program recommends for your data. Click each chart to preview what your data will look like in that form.

Received a PDF that needs to be edited? In the new Word 2013 you can open a PDF file and edit it on the spot. When you’re done editing it you can save it back to a PDF or a Doc.

After everything stated in the above, aren’t you curious to at least try a free trial of Office 2013/365? Let me know what you think by posting a comment below!
Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Microsoft Office 2013

Published in Dynamics GP

The dictionary definition of productivity is: “the quality of being productive or having the power to produce”.  Some businesses prefer a structured environment while others prefer a flexible environment. But every business strives to be productive, efficient and proactive. The cloud computing movement has allowed businesses to free up time to focus on other aspects of their company.

Examples of ways that cloud computing can improve productivity:

The cloud offers flexibility

Your employees have more time to be productive and creative! No need to contact your IT department for access to different software and applications. You now have the ability to access services through the web on your own.

Improve communication amongst employees

The cloud allows for swift collaboration among your employees for projects. Your employees stay in sync in real time, with everyone having access to the most current and most recently updated versions.

Improve accessibility

Your employees are no longer bound by regular office hours; they can put in time around the clock with full access to the same resources that available during regular business hours.

Reduce spending on technology infrastructure

You have easy access to your information with minimal spending on infrastructure. Also, save money on hardware, software.

Forbes magazine states, “Time for the cloud, a new survey out of Gartner finds. More than one out four of the 1,364 organizations surveyed (27%), in fact, already use or plan to use cloud or software-as-a-service (SaaS) offerings to augment their core business intelligence (BI) functions. In addition, 17% indicate that they are even replacing at least some of their on-premises BI systems with cloud offerings.” Cloud computing is drastically changing the way we work and live and how a business can be operated.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Published in Dynamics GP
Thursday, 28 February 2013 10:29

Determining the Best Reporting Tool for the Job

There is no doubt that Microsoft Dynamics GP offers a wide variety of custom reporting methods that can enable anyone in your organization to get real-time reporting quickly and easily – whether it be SmartLists, Linked Excel Reports, SQL Server Reporting Services (SSRS), or Management Reporter (MR). As a report developer, typically it’s not too difficult to find the data that you need for a given reporting request – instead, sometimes the biggest challenge is just figuring out which reporting tool to use when creating the report.  I’ve found that there are a few key questions you can ask that can immediately narrow down your options for you.

Will non-GP users need access to this report?

If your answer is “Yes”, then SmartLists are automatically out of the question, as these can only be accessed from within GP.

Will users need to run this report for various scenarios?

If your answer is “Yes”, go with either SSRS or Management Reporter – these are the only 2 reporting methods that allow “parameters” that the user can play with before running the report.  These parameters make it easy for the user of the report to run it for a specific scenario that suits their needs.

Is it a financial report that requires a lot of comparisons?

If your answer is “Yes”, you may find it easiest to go with Management Reporter.  In MR, it’s much easier to create financial reports that allow you to compare Actuals vs. Budget, Actuals vs. Prior Year, etc. or run statements as at a certain fiscal period.

Does the report require totals and sub-totals?

If your answer is “Yes”, then SmartLists should be avoided.  While SmartLists are a great and very dynamics tool for GP users, its biggest downfall is the fact that you can’t show totals for columns without exporting to Excel and adding them manually.

Are the users of the report tech-savvy?

If your answer is “No”, you may want to veer towards a Linked Excel report.  In most cases, even the less technical users have some sort of experience with Excel, in which case you are better off giving them a report that they can access in a familiar environment.

Does the report require a lot of flexibility in the way it is presented?

If your answer is “Yes”, you definitely want to go with SSRS.  While Linked Excel reports can be customized to some degree, it requires a lot of extra work.  SSRS, on the other hand, gives you the flexibility of having multiple tables positioned however you need, graphs, gauges, conditional formatting, and more right out of the box.

Do users want to access this from anywhere over the web?

If your answer is “Yes”, you’ll want to go with SSRS for sure, as this is the only reporting tool of the bunch that can be integrated into a web browser for viewing over the web.  While viewing SSRS reports over the web is not a standard feature, it is possible – for example, WebSan’s Time and Expense Portal allows users of the portal to view any SSRS report over the web and also allows administrators of the portal to manage security around which users have access to which reports.  To see more on WebSan’s Time and Expense Portal, check out the following link:

http://www.youtube.com/watch?v=MCu3BM3DInA&list=UUHAtQ9fSm1oPZYDW37ELFAA&index=1

Rahim Jiwani is an Application Specialist at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Rahim can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 217.

Published in Dynamics GP

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There are a number of recorded issues with Microsoft Dynamics GP 10.0 and 2010 when attempting to reference VBA code on 64-bit machines. Both Office 2010 and Crystal Reporting are known culprits in causing this issue to occur, as their installations update some system registry keys for VBA 6 incorrectly. Office 2010 references VB7, thus it should not be affecting keys it does not require. Registry Keys are used by the system as container objects, similar to folders, that can store values or further keys. If the value of a registry key is changed without the knowledge of an application that references its value, problems can arise. This would be the case for the VBA 6 file not being found.

I recently had a client of whom we were aiding implement an on-premise installation of GP and needed to deploy the software, along with any customized forms and reports we had designed, to a dozen workstations. After completing the deployment steps without any issue on the first three workstations, it was not until the forth that the system administrator eventually encountered the “File not found: VBA6.dll” error. The error can occur either on login to GP or when accessing custom VBA code through ‘Modifier’, if installed. Upon discussion, I was told that both Office 2010 and Crystal Reporting resided on the machine (Crystal was later removed, however the effects its installation has on registry keys can remain even after its removal).

To resolve the issue, there are two steps that need to be confirmed and/or completed to allow GP to properly reference the system dll:

(NOTE: Making changes to system registry keys is only advisable for advanced users, as incorrectly performing any steps can corrupt the system if care is not taken. Contact your system administrator for help.)
1. Ensure that Dynamics GP is not running.

2. We need to ensure that ‘VBA 6 Core components’ is installed on the workstation. This can be found in the following path: C:\Program Files (x86)\Common Files\microsoft shared\VBA\VBA6\VBE6.dll

If the file or path does not exist, then the VBA6 folder can be copied from another workstation that has it on their system. Otherwise, the VBA 6 Core Components will need to be downloaded and run on the machine to install the correct files. This can be accessed from: https://mbs2.microsoft.com/fileexchange/downloadfile.aspx?fileid=2208ac6f-d575-4f34-8b19-40340fe3d20c(the download will require either a CustomerSource or PartnerSource login). The file can be obtained through other means, but you need to ensure that the file is coming from a trusted site as dll files, along with any system files, can be dangerous to your system if they are not genuine.

3. Once the path and the dll file exist on the workstation, we will need to update a registry key to point to the new path:

a. Click on the Windows start button and in the search box, type: regedit and hit enter

b. This will open the Registry Editor window.

From here, you will need to navigate on the left side of the window to: HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\9\win32

and ensure the path for the key is set to: C:\Program Files (x86)\Common Files\microsoft shared\VBA\VBA6\VBE6.dll

Registry Editor

c. If the path specified above does not exist in the System Registry, then we will need to create a registry file to add the appropriate node.

i. Open ‘Notepad’ and copy the copy the following text into the blank document:
Windows Registry Editor Version 5.00

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0]

@="Visual Basic For Applications"

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\9]

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\9\win32]

@="C:\\Program Files\\Common Files\\Microsoft Shared\\VBA\\VBA6\\VBE6.DLL"

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\FLAGS]

@="0"

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\HELPDIR]

@="C:\\Program Files\\Common Files\\Microsoft Shared\\VBA\\VBA6\\"

ii. Save the Document as a .reg file. Now, double-click on the registry file you just created and click ‘OK’ to add it to the system registry.

4. Start GP and enter your credentials. Now proceed to perform whatever task was notifying you of the error.

With the dll file in place and the path correctly pointing to the file, the error message should disappear. Hopefully, Business Objects, and especially Microsoft, ensure that their products do not affect any registry files that do not pertain to the particular application themselves.

Brandon Germaine is an Application Specialist at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Brandon can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 219.

Published in WebSan Blog

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If you have ever created any customized reports from within Microsoft Dynamics GP, then you are quite aware of how reporting can be a useful tool in extracting the exact information needed to increase your productivity and make effective business decisions. While there are a number of different reporting methods that can be utilized (such as SQL Server Reporting Services (SSRS), SmartLists, and Word Templates), the most popular and basis for reporting within GP is Report Writer.

While exceptionally powerful, Report Writer is not the easiest application to operate without prior knowledge or experience. However, the following is a trick that one can use to have Report Writer work for you.

A few weeks ago, a client had requested a Purchase Order form for a new company that they had just recently added to GP. The formatting of the PO form was to resemble that of an existing company, the only difference being a change in logo in the top-left corner of the report. Should be easy. However, Report Writer will only allow two versions of the same type of report: either the original GP standard or the modified version. When a report is 'modified', it will print in place of the standard version of the report. Although there are both 'Copy' and 'Duplicate' options when choosing a report to customize in Report Writer, these secondary versions of the report will only be accessible through (Reports → Customized) within GP and cannot be printed or displayed, for example, from the 'Purchase Order Entry' window.

Luckily, the Purchase Order form has two documents types: the Blank form or Other form. This way, both companies can utilize their own type of purchase order form. However, if the client requests the POP Purchase Order Other Form to be a copy of the POP Purchase Order Blank Form, the latter having numerous formatting changes and functions created; the replication of this report can be a lengthy process. There must be a better way, right? Well, there is.

Through the (Microsoft Dynamics GP → Tools → Customize → Customization Maintenance) menu, you can export a package file of the report you wish to copy. Package files are XML formatted and contain all the modifications and fields used on the report. Due to their text-based nature, these files can be manipulated within a simple text editing program, such as Notepad, without ever having to access Report Writer itself. After exporting the POP Purchase Order Blank Form as a package file (the form we would like to replicate) we can open the file and copy all text between the Report “POP Purchase Order Blank Form” line and the closing </Component>line.

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This can then be pasted into an exported POP Purchase Order Other Form package file, in the exact same location of the text document (between Report “POP Purchase Order Other Form” and the closing </Component>).

Once saved, the POP Purchase Order Other Form package file can be imported back into GP through the Customization Maintenance window. The only step remaining is to replace the logo in Report Writer with that of the new company. Simple.

When importing packages into GP, it is important that all users, other than yourself, are logged out as the package will not import correctly and problems can occur. Backing up existing packages files is always a good idea in the case that something goes awry. Access will also need to be granted to the users who wish to view or print the modified report.

Tricks like this one can save you a lot of time and stress when dealing with reporting in GP, and if a particular task appears as though it will take more work than warranted, then it is likely that there is an easier way of accomplishing it.

Brandon Germaine is an Application Specialist at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Brandon can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 219.

Published in WebSan Blog