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.
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.
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.
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.
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.
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.
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.
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
Doriana Kote, Marketing Assistant, WebSan Solutions Inc.
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%.
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