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If you have used Microsoft’s Business Portal solution for tracking your employee time and expenses even once in the past, you will definitely understand the meaning of this title. Do you find Business Portal too complicated for your business needs? Are you looking for a simpler and more effective way to track your employee time towards clients and projects?

WebSan Solutions offers a robust, out of the box Time & Expense Management System that keeps track of your employee’s time and expenses easily. Our system not only allows you to record your time and expenses, but also you can request and approve time off for holiday, vacation or sick time as well as create and approve Purchase Requisitions. What is more, all of these options are accompanied by powerful and flexible reporting tools in order to review your progress in a presentable manner.

This September 2013, we are releasing the newest version 4.0 of our Time and Expense Management System for all hosted and on-premise clients. The updated version will include enhanced user settings and group management features to provide better control to system administrators. Additionally, new menus, dynamic resizing and re-designed color schemes make user environment and navigation more appealing.

For more information, you can view our Time & Expense Management System in action or contact us to request a demo.

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

Published in TEX Portal

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
Monday, 11 February 2013 09:30

Microsoft adds Skype to its CRM application

Since Microsoft has released an update to its Dynamics CRM Online software, they decided to add a new capability to its system. Skype is a service that allows back and forth communication with people by voice and video using a microphone and a webcam, and instant messaging over the Internet.

Users could make Skype calls when using Dynamics CRM. Microsoft has said that this new feature will "Guide sales and service professionals through predefined lead, opportunity and case-management processes."

But users aren’t forced to use the Skype application. You have the option of “opting in or out” of this new feature. Microsoft understands that their users might prefer to use the Outlook interface instead.

Microsoft has also stated that this new update includes support for Firefox, Chrome Browsers on Windows PC and Safari on Macs. The update also includes more integration with Bing Maps that will create addresses and other information about prospects and leads. In mid-2013, Microsoft is preparing to run a mobile version of CRM on Windows 8 and iPad devices.

Microsoft is moving in the right direction integrating customer relationship management with social media. This is a great way to stay connected and to maintain relationships, whether it’s a B2B or B2C relationship.

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

 

Published in Uncategorized

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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

The release is almost here! Business is growing and so is technology so look no further! Microsoft Dynamics GP is committed to helping you do this by delivering a widespread vision and solution for your business. In part 1 of this blog I will be talking about 3 features that you can look forward to in the upcoming release.

Take command of your business

 

Have access to Dynamics GP virtually everywhere. There will be a new web client so you can use and contribute to Dynamics GP anywhere, anytime. The business analyzer dashboard helps you gain access to key performance indicators, reports and important information.

What’s new about business intelligence is it now offers both full service and self-service users have more of an “out-of-the-box” Microsoft SQL Server Reporting Services and Microsoft Excel Reports.

 

Drive efficiency up while you drive costs down.

 

The new Dynamics GP will decrease operating expenses and improve cash flow more than ever. The sub-ledger reconciliation identifies discrepancies between your general ledger and sub-ledgers, eliminating time-intensive, manual inventory and bank reconciliation processes. Microsoft has improved on their purchasing module because it’s now able to enter quantity overages and automatically close purchase orders left open due to quantity shortages.

Position your business on a platform for growth.

 

This new version will have the security and flexibility to adapt and grow while saving you on IT costs.

You can now integrate your enterprise resource planning (ERP), customer relationship management (CRM), and productivity solutions on one platform to connect your business.

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

Published in WebSan Blog

WebSan Solutions Inc. announced that it has been selected as a finalist in the ERP Partner of the Year category for the 2012 Microsoft Partner Network IMPACT Awards. The tenth annual IMPACT Awards recognize excellence within the Microsoft technology partner community in Canada.

 “This year, we celebrate the 10th Anniversary of the IMPACT Awards, which recognizes the outstanding achievements of Canadian Technology Partners, such as WebSan Solutions Inc.,” said Mark Dodds, Vice-President of Small Business, Midmarket Solutions & Partners, Microsoft Canada Inc.  “Microsoft depends on our Partners now more than ever before as we enter a new era of cloud-based computing. Our partnership is pivotal to growth and success and we look forward to celebrating the commitments of our Partners this year at the IMPACT Awards gala.”

WebSan was chosen as a finalist in the ERP Partner of the Year for its Dynamics GP implementation of an Electronic Bank Reconciliation solution for Cash 4 You, a Canadian Retail Financial Services provider.

“We are pleased to receive this recognition for our efforts. We always focus on delivering tremendous value to our Clients through the implementation of the Microsoft suite of products, including Cloud and On-Premise Dynamics GP, CRM and Office”, states Andrew King, Managing Director.

WebSan, along with other technology partner winners and finalists in each of the award categories, will be honored at an awards ceremony at the new Four Seasons Hotel located in Yorkville, Toronto on November 13, 2012.

 About the Microsoft Partner Network IMPACT Awards  

In 2003, Microsoft Canada Inc. launched the IMPACT Awards, a program to recognize the numerous achievements within its technology Partner community.   This year, Microsoft celebrates the 10th Anniversary of the program with 25 award categories designed to recognize innovation across Microsoft Partner Network Competencies, Emerging Technologies, and Marketing, Relationships & Partnering Excellence.

The IMPACT Awards are open to Active Canadian members of the Microsoft Partner Network.

For a list of all 2012 finalists, and more information on the Microsoft Partner Network IMPACT Awards, please visit http://www.microsoft.ca/IMPACT.

Published in WebSan Blog
Wednesday, 11 April 2012 10:54

Management Reporter 2012 Released

Management Reporter 2012 for Microsoft Dynamics has been released & is now available for use.  Management Reporter is a robust financial reporting tool that provides companies visibility into organizational health.  Management Reporter is available for the following Microsoft Dynamics products:

  • AX 2009 & 2012
  • GP 2010
  • NAV 2009
  • SL 2011

Upgrades include greater design flexibility, the ability to collaborates with co-workers, enhanced drill-down capabilities & a more interactive viewing experience.

Contact This email address is being protected from spambots. You need JavaScript enabled to view it. to upgrade today!

Published in Dynamics GP
Monday, 03 October 2011 07:38

We Are Certified!

Last week I met with a new client, we began with our normal introductions, etc.  They were curious as to my expertise with the Dynamics product line.  After discussing the seven different certifications I personally have from Microsoft, the conversation quickly moved onto other topics.  However, this reminded me of the rigorous screening process Microsoft employs for its partner network.

Any partner wishing to sell Microsoft Dynamics GP must have employees certified in its core financial management system.  Further certifications are required in database management among others.  Recently all Microsoft Partners were asked to complete formal training & certification in Sure Step, the Microsoft Project Management System.  I am glad to say all WebSan staff that were tested passed with flying colours!

Congratulations Team WebSan!

Published in Dynamics GP

Many companies have started to embraced enterprise resource planning (ERP) in order to maintain their competitiveness. They have quickly learned a fundamental truth: technology can move a company forward only as far as its business processes will allow.

Amongst most organizations, paper or hard copies is the principal format for sharing invoices and associated documents for approval. Paper processes generates uncertainty and blind spots in a business. An example could be your Accounting department. Accounting has no way of knowing where a paper invoice resides on someone’s draw or desk after it is sent around for approval, nor how long it will sit there. Executives are unable to make accurate financial predictions because they see only completed transactions—not those in process, floating somewhere in the company’s structure.

With paper processes restraining the real value of a paperless ERP for companies large and small, the need for a way to automate the transformation of paper documents into digital data and to manage the resulting documents has prompted technology developers to innovate a new generation of devices and services. This is where Hosted Microsoft Dynamics GP comes in.

The next technological move from paper format is for companies and their accounting departments to consider is the cloud—online services that can dramatically reduce the costs of technology. Instead of a company’s investing more in its own infrastructure—additional servers, software, networking and maintenance—it can turn to the cloud for the applications it needs. By integrating your company with the Microsoft Dynamics cloud platform, it easily scales with your company’s needs and automatically upgrades as innovations evolve.

To help your company get away from paper and into the clouds, contact us here.

Published in Microsoft Dynamics GP
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