Contact us today: (866) 4-WEBSAN (932726)                Get Instant Support

Monday, 26 August 2013 16:17

EFT for Dynamics GP 2010

Setting up EFT (Electronic Funds Transfer) to make payments within Dynamics GP 2010 is a useful feature many clients aspire to take advantage of. As with any organization from a small to large scale, manually writing cheques to make vendor payments is both time consuming and not efficient. As such, Microsoft has made the EFT process easily accessible for setup and processing to save time and make payments easier. Setting up and generating EFT at a high level requires the following setup within GP:

  • Specifying a file format for EFT Files (The file format to follow is provided to you by your financial institution and defines a layout of the file GP will produce to eventually upload to your online banking website
  • Setting up vendor cards and chequebooks in GP (This is completed within the Purchasing Module in GP and involves specifying specific banking details to transfer EFT Payments to)
  • Entering and posting payables transactions in GP representing payments to be made to specific vendors
  • Conducting an “EFT Run” similar to a “Cheque Run” in GP. This involves specifying which transactions to include in the EFT payment
  • Once completed, users can generate an EFT file for upload to their financial institution

Important Notes for EFT Setup:

  • EFT setup in GP requires minimal interaction with your financial institution (Certain setup instructions are provided by them and require tests before activation)
  • Multiple chequebooks can be setup for EFT processing within GP (Note: Financial institutions generally charge service fees based on the number of accounts with EFT processing enabled)
  • GP 2010 allows users to print and keep records of all payment remittances

For more information on EFT processing within Dynamics GP including setup & configuration, contact This email address is being protected from spambots. You need JavaScript enabled to view it.

By: Praveen Parameshwaran, Application Specialist, WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist

 

Published in WebSan Blog

Andrew King, Managing Director at WebSan Solutions shares 10 different tips and tricks about Microsoft Dynamics GP. Watch the following video to learn more:

WebSan Solutions offers an online (SaaS) hosted-enterprise business software solution, leveraging the vast capabilities of Microsoft Dynamics GP. For more information, please contact us.

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

Published in Dynamics GP

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

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

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

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

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?

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

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