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Project Accounting connects project activities with company financials and provides extensive reporting capabilities. Watch the following video to learn about invoicing, posting costs from Purchasing as well as timesheets and revenue recognition:

WebSan Solutions offers an online (SaaS) hosted-enterprise business software solution, leveraging the vast capabilities of Microsoft Dynamics GP. If you are interested in GP Project Accounting, please contact us for more information.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Finalist for 2013

Published in Uncategorized
Thursday, 15 August 2013 09:00

Who said Corporate Training has to be Boring

Wouldn't you like to look sharper than your competitors? Then training is what makes your employees stay within your company or stand out from those at another.

Corporate training is an extremely valuable resource because it gives your employees a sense of empowerment. Once you invest in programs to help them enhance their skills and boost their knowledge they will feel better about working for your company. In turn, this fact will improve company retention rates and is an excellent motivational tool.

WebSan University is taking corporate training to a whole new level by offering live, instructor - led online courses. For more information on WebSan University and our upcoming course Microsoft Dynamics GP General Ledger, visit our website or contact us here.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Finalist for 2013

Published in Dynamics GP
Saturday, 17 August 2013 06:00

Careers @ WebSan

Join our growing & diverse team at WebSan.  We have a number of positions currently available & offer a wide range of benefits.

See our Careers page for more information.

 

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 News
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
Wednesday, 07 August 2013 01:00

New Installation Tip - Invoice Alert

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Dynamics GP allows users to enter invoices through a number of different methods.  When first accessing the invoicing windows in GP, users will often encounter a system alert warning them of the fact that they have multiple windows with which to enter the data.  Without intervention, this warning will always appear for users moving forward.

To get rid of this warning, run your GP Utilities (from your Start menu).  In the Additional Tasks window, select the ‘Remove SOP and Invoicing message’.  Proceed to uncheck ‘Warn in Sales Order Processing’ & ‘Warn in Invoicing’.  When complete, the warning will be gone forever.

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
Friday, 02 August 2013 12:16

Why Doesn't my GL Match my Sub-Ledger?

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Many times, usually around month-end, I will get a call from a client that has a mis-match between their sub-ledger balance & their General Ledger.  The first thing I will ask them is whether or not all batches in their Financial Series Post are posted.  You can see from the screenshot below that GP will automatically create a number of batches in the Financial module after transactions have been posted in the Sales or Purchasing modules.  Company configurations can vary, however, in general, a transaction posted individually in a subsidiary ledger will have to also be verified & posted in the Financial Series Post before it will affect the GL.  Most transactions that are saved in the Financial Series Post have already affect the appropriate sub-ledger but NOT the General Ledger.

I advise clients to clear out all entries in the Financial Series Post daily to ensure accurate reporting and to be able to deal with any issues as they arise.

[caption id="attachment_1323" align="aligncenter" width="300"]Financial Series Post Financial Series Post[/caption]

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

WebSan University officially opened its doors to the public and takes WebSan Solutions webinars to a whole new level. The program consists of a series of extensive Microsoft Dynamics GP courses, from Bank Reconciliation to Project Accounting and is making its debut on July 25th, 2013 with its first course “Microsoft Dynamics GP Orientation”. In this introductory course new users will learn the basic principles of navigating and personalizing important areas of Dynamics GP as well as posting and integrating with other applications.

Why Online Training?

  • Immediate, cost- effective and easily affordable
  • Corporations save between 50-70% due to elimination of travel expenses according to Training Magazine
  • ROI to the Max - Affordable online training can be up to 93% cheaper than classroom training
  • Multimedia content, including dynamic video and graphics to efficiently illustrate key concepts
  • A new, easy and interactive way to learn.
  • Focus on the practical application of new approaches and tools
  • Contains applied work assignments that put learning into action
  • Ability to answer questions live

For more information on WebSan University Online Training and our upcoming courses, visit our website or contact us here.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc.

Published in Dynamics GP
Tuesday, 04 June 2013 18:09

Manitoba PST Update

Effective July 1, 2013, the Manitoba government is increasing the PST rate from 7% to 8%.

After this cutoff date, GP users will have to change the tax setup prior to inputting any Manitoba AR / AP invoices.  This change can be completed by navigating to Administration > Setup > Company Tax Details.  Then, select the appropriate tax detail (generally you will have one for Sales and one for Purchasing) and update the Percentage field from 7% to 8%.

[caption id="attachment_1229" align="aligncenter" width="300" caption="Tax Setup"]Tax Setup[/caption]

If you have any questions, please feel free to contact our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.

Adam MacIntosh is a Senior Project Implementation Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact 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 Dynamics GP

Business owners have many decisions that they have to make. From hiring employees to how the business should operate. Choosing the most efficient technology is not always priority number one. With the rise of software-as-a-service (SaaS), business owners have taken advantage of what SaaS has to offer. If you are still on the fence about switching to a cloud-based solution, make sure you take the following reasons into consideration.

The software is affordable

Business owners sometimes don’t have the extra funds to deploy a new system. The cloud is a fantastic solution because it’s less expensive than any on-premise system. You pay a lower subscription and maintenance cost and don’t require additional software and infrastructure.  For instance, Cloud hosted Dynamics GP is a robust, cost-effective business software that could meet your business needs.

Do you wonder how much it  would cost? Try our three step quote generator for instant results!

You can get started right away

If switching to the cloud is a decision that you have to make right away, it’s quick and easy to get started. If you are the one that handles the IT side of the business and is unfamiliar with the system, have no fear! You don’t need to spend resources hiring more IT employees. In order to transfer to the cloud, all you need is a website and a login account. All your business needs are accessed through the web.

Just make sure that you have a very reliable internet connection.

There’s a number of different cloud software to choose from to meet your needs.

There is no reason why you couldn’t move all your business operations to the cloud. You could have your online accounting software in the cloud. Microsoft Dynamics GP is an ideal solution for businesses that are looking for a top-rated accounting and Enterprise Resource Planning (ERP) solution on the market today. You could have your CRM management software in the cloud as well. Dynamics CRM will streamline your sales process and drive increased revenue and profits.

Hopefully, this will give you something to think about. If you have any questions or need more information, visit www.websan.com.

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

Published in WebSan Blog

Nowadays business professionals have access to a vast variety of technologies and sources of information. Big data is growing fast as organizations devote technology resources to tapping the terabytes of data flowing into their organizations and externally in social media. Thus, a major challenge has come up recently: how to leverage Big Data analytics and improve business performance by using current Business Intelligence (BI) practices?

The current thinking around big data and business intelligence tends to be built around a very simplistic model. You acquire lots of data, in all kind of formats, from a myriad of sources, apply some business intelligence and get your answer to the above question. However, executives thinking that a big data dive is all they need to exploit conclusions are mistaken. While big data might be getting ahead of itself in enterprise promises, you need to think about the skills you have in your company and develop the relevant data skills to adapt to this new model. At the same time, BI kills the need to develop, administer and analyze this huge amount of corporate data. Therefore, big data and BI can be integrated within the business context for better, faster decision making.

Keep in mind, though, big data can make or break a company. Integrating advanced analytics for big data with business intelligence systems is an important step toward gaining full return on investment. That is, BI systems and advanced analytics can be highly complementary; the latter ones can provide the deeper, exploratory perspective on the data, while BI systems provide a more structured user experience. In addition, BI systems’ richness in data visualization and reporting can be vital to making advanced analytics actionable.

The first step to understanding big data is collecting all of your data into powerful, integrated solutions. The second step is to identify correlations with your data to make improvements in your operations and find new opportunities. Microsoft Dynamics GP Business Intelligence (BI) module provides people with the insight they need to take quick action and pursue opportunities. What is more, using a single software solution, like Microsoft Dynamics GP, will make it easier for you to find and use the important business data you need to drive your business forward.  The more efficiently you use this data, the faster you can respond to new opportunities.

At the end of the day, while big data is a hot term, it doesn't mean much unless you can complement them with BI systems and expand their power. Thus, big data can be very helpful if you can wade through it to obtain meaning, i.e. they always have to make sense. It's not enough to gather accurate and timely data. Professionals need powerful and user friendly BI analysis tools to help them understand context and trends. You need to focus on evolving your BI approaches and integrate them with big data analytics to fuel faster and more accurate decision making. In this way, you will be able to gain a competitive advantage by understanding how big data can supplement the outcomes already achieved through “traditional” BI.

For more information on Business Intelligence (BI), you can join our free webinar “Dynamics GP Business Intelligence (BI) & Reporting” on June 20th, 11 am EST and learn how to turn useful insight into action.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Microsoft Dynamics Silver Partner and a CDN top 100 solution provider for 2012.

Published in Dynamics GP