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Is your company considering expanding its business across Canada? If so, Microsoft Dynamics GP has some fantastic features and functions that can assist your organization during its transition that will help ease the restructuring process:

Multicurrency Management – With the multicurrency management function, your organization can automatically perform currency conversions for all accounting transactions and seamlessly record realized or unrealized gains and losses in your organization. This allows you to seamlessly move money between currencies and streamline your foreign currency cash flow management.

Cloud Based Reporting – Gone are the days where a company’s systems and networks were fixed to one location. With Dynamics GP now available on the Cloud, you’ll be able to reduce the necessity for travel time and expenses and perform all your accounting, operations management, and reporting from anywhere and anytime.

Human Resource Management – Ensure that your company’s quality and standards are maintained. Utilize the human resource management features to attract potential new employees and automatically analyze and identify the best candidates that match your company’s desired skill sets. Additional features also include: customizable employee scheduling and pay rates, performance evaluation tools, as well as employee self-service features.

Unsure if Dynamics GP applies to your field of business? Contact Us and find out which Microsoft Dynamics product will best suit your business needs today.

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Tips & Tricks

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It’s no surprise that every business somehow uses Excel in their everyday routine. It’s the easiest and the most popular tool to organize your company’s data. But eventually your data starts to outgrow Excel possibilities. Here are 3 signs that your business needs to switch from spreadsheets to more advanced accounting software.

1. Your spreadsheets aren’t manageable anymore

If finding a single figure in your spreadsheet makes you feel tired, angry and irritated, it’s a sure sign that you need a database. Once your spreadsheet reaches 100,000 rows, it will slow down your computer and make it almost impossible to find necessary information. A comprehensive solution like Microsoft Dynamics GP can easily store your data with a possibility to create powerful and useful reports for your business. 

2. You use advanced Excel functions on a daily basis

Stop overwhelming yourself with advanced Excel functions every single day. If you use such functions as VLOOKUP, PIVOT and SUMIF, you just don’t need Excel anymore. Consider looking into a new accounting system, which can produce stronger calculations. Moreover, it’s much easier to use.

3. You need to secure your data

No matter what size your business is, you have some confidential data and Excel isn’t your friend in this case. An Excel file can be easily transferred through email or USB stick without you noticing. Just imagine, how big of a damage it can cause your business if one of your employees attaches the wrong file. You need a new accounting solution, if you have any confidential information.

Do these scenarios ring a bell? Then try our free Microsoft Dynamics GP Demo and do away with a headache from Excel forever. 


Alina Hura, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Tips & Tricks

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With ERP software, redundant and repetitive tasks can be greatly reduced thereby improving overall organizational management and employee productivity. With Microsoft Dynamics GP, here are 3 ways that ERP software can help your company maximize its potential and improve overall efficiency: 

Payroll Management

With certain employees undertaking various roles within your company, it can be difficult to track their time and expenses. Employee Accounts and Splits organizes employee cost and expense distribution, allowing companies to manually control how an employee’s time and expenses will be divided based on department, position, pay code, or general ledger account.

Manage Employee Absences

Whether it be due to vacation time, sick leave, or administrative leave, employee absence can disrupt work flow and result in extra work for payroll to manage absences. Moniroo, a time and expense system integrated with Microsoft Dynamics GP, helps to streamline this process by calculating accruals and managing employee absences through pre-configured leave plan details. Additionally, Moniroo allows companies to track employee expenses and generate automated expense reports and reimbursements.

Provide Workflow Solutions for Employees

To make the life of employees easier, workflow solutions can be implemented. These aid employees in managing their work loads and assigned tasks. Workflows can be customized and tailored for specific departments within your company, allowing employees to transfer reports and customer requests through the appropriate channels for review and/or approval.

Still wondering if Microsoft Dynamics GP is a good fit for your company? Click here for more information on how you can benefit from an ERP system, as well as receive a free ERP assessment along with webinars, training catalogues and additional resources.

 

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Microsoft Dynamics GP

With numerous ERP software solutions out in the market, consumers may find it overwhelming to pick one that would best fit their needs. WebSan Solutions aims to streamline the ERP selection process by offering a quick and comprehensive guide to help determine which Microsoft product is right for you.

With over ten years of expertise in offering top-notch software solutions, we’ve advised many companies about which products will help improve their business processes and bottom line.

The infographic below showcases WebSan’s product offerings – Microsoft Dynamics 365 Business and Enterprise edition, Microsoft Dynamics NAV and Microsoft Dynamics GP.  Depending on the company’s size, industry, budget and need, the infographic summarizes the products’ main features and modules and suggests which product would be the best fit.

The four-step guide helps to simplify the ERP selection process by asking questions that software buyers will find easy to answer. Although created to offer general product recommendations, the infographic will give software buyers an overarching idea of which solution would best benefit them.

To learn more about our product offerings and how we can help your business, click here or contact us

new-microsoft-erp-3

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in professional services
Monday, 19 September 2016 00:00

The Benefits of Integrating your ERP software

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Apart from selecting the right ERP software, one of the key components to identify before purchasing is the ERP software’s integration with a Customer Relationship Management (CRM) and a Time and Expense system such as Moniroo.  

While a CRM system gives insight to help analyze different points of contact between the customer and the company, a time and expense system keeps track of how you utilize your resources and enables you to better leverage your employees’ time.

Below, we outline the top benefits of integrating your ERP software with a CRM and time and expense system.

  1. Data synchronization

An integrated solution eliminates the duplication of data entry and streamlines order and customer data processing.  Data that can move seamlessly between systems include product and customer information, sales orders, inventory levels and shipping updates.

    2. 360 degree view of your customer

Synching information among systems enables you to get a 360 degree view of your customer and help facilitate multi-channel marketing, personalize the customer experience, and anticipate your customer’s needs. Integrating your CRM, ERP and time and expense system provides visibility into your customer’s buying habits, order history, preferences and account standing, among others.

   3. Easy access to critical information

Integrating systems gives employees the ability to access important information in real-time such as customer financials, order history, inventory, returns, pricing and payments.

  4. IT time and cost savings

Businesses can save on operational costs with IT teams no longer having to input duplicate data and install and maintain multiple systems. In addition, the Aberdeen Group reports that linking your time and expense system with your credit card and importing data automatically reduces the cost of processing expense reports by as much as 78% per transaction.

 5. Scalable and Flexible

Integrating your CRM and time and expense system with your ERP system ensures that these business solutions can grow along with your business. New employees can be easily added into the system and new modules such as multicurrency and accounts payable are readily available for when you need them.

To learn more about integrations and how we can help, contact us today.

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Microsoft Dynamics GP
Monday, 18 April 2016 00:00

5 Great Microsoft Dynamics GP Resources

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Over the years, the Microsoft Dynamics community has grown and evolved into a worldwide system where end users and partners can network, collaborate, and share their knowledge of GP. There are a number of events that bring us together in person, and resources that bring us together online. Here are 5 great resources that you can turn to for help in the Dynamics GP community:

  • The Dynamics GP Blogster – Mariano Gomez (MVP) provides you with his insightful knowledge of Dynamics GP

[http://dynamicsgpblogster.blogspot.ca/]

  • Community Dynamics – a forum used to ask questions about Dynamics GP and have them answered by GP professionals from all around the world

[https://community.dynamics.com/gp/f/32]

  • Dynamics GP User Group – a communication channel for GP professionals to network and share their Dynamics GP knowledge

[https://www.gpug.com/home/welcome]

  • Dynamics User Group – a forum for end users to ask questions about how to use Dynamics GP

[http://dynamicsuser.net/gp/f/103]

  • Dynamics GP Land – Christina Philips and Steve Endow (both MVP’s) share their knowledge of Dynamics GP

[http://dynamicsgpland.blogspot.ca/]

If you are looking for Microsoft Dynamics GP training and support, look no further! We offer exceptional customer service! View our Dynamics GP support plans and visit WebSan University

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics GP
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(SMB Group, 2014) 

Grow efficiently

  •           Microsoft’s ERP products (GP, NAV) and Dynamics CRM can efficiently take your company to the next level as your needs change or your business grows.
  •          Running your business in the Cloud means reduced upfront software cost and no servers to manage.
  •          Plus, you have the ability to add more users as your business grows.
  •          Microsoft’s business solutions are quick to implement and easy to maintain.
  •          Implementing projects takes weeks, not months, with a familiar user experience.

Do business anywhere

  •          Travel on-the-go with all your sales information available at your fingertips, using your mobile device.
  •          Accessing  your financial data using a web browser gives you the freedom to work from anywhere.

Connect with customers

  •          Microsoft Dynamics CRM helps you gain customer insights, grow sales, and maintain customer relationships.
  •          Using Dynamics CRM gives you a 360-degree view of your customer, from previous communications, current cases, products sold, and where they are in the sales cycle.
  •          Use Dynamics CRM’s interactive dashboards to help track your customers and discover new sales opportunities.

WebSan Solutions has incorporated simplicity into every aspect of your experience—from initial purchase and deployment,to ongoing maintenance and upgrades. Microsoft Dynamics GP & CRM can boost your daily productivity and deliver long-term value without complex and costly implementation.

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

 

Published in WebSan Blog

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This article was originally published from https://winthropdc.wordpress.com/2016/03/09/sba-is-not-as-asynchronous-as-you-might-think/

Service Based Architecture (SBA) was released with Microsoft Dynamics GP 2015, it covers technologies to make Dynamics GP more accessible to external applications by allowing Dexterity global procedures to be exposed as Web Services. It also allows Dexterity code to directly access and use .Net objects via the .Net Interop.

SBA opens up an entire new world of development opportunities.

As you might have noticed, in the last few days I have posted articles relating to Web Services using Service Based Architecture and the Batch Posting Service Toolkit (BPST).

There is a reason…. I have been working with Neal Santin from WebSan Solutions to implement BPST on their systems. Neal has been a great help to work through some of the issues we found and his assistance is appreciated. He told me of a new issue that he has come across which is the subject of this article.

When they started using BPST to post batches, they found that if they make the web service calls too quickly they would receive a 403 (forbidden) error with the description:

403 – The specified user is not authorized to perform operations in this context

The issue is that the web service call uses credentials to log into a specific user and company of Dynamics GP. Once the web service finishes processing it logs out. As is the same with the full Dynamics GP client you can only log in once for a specific user and company combination.

So if you try and log in again before the web service has finished, you will get the above error message. This issue will be worse on web service calls that take longer to process, such as posting. The issue was that they were generating web services calls faster than Dynamics GP’s ability to process them.

I did double check with my friend Brian Roney at Microsoft and he confirmed that you cannot call a web service using same user until the previous call had completed:

If a call is still processing for a user that user cannot successfully make another call until the first one finishes.

Once Neal and his team worked out the cause of the error they implemented a retry loop to pause and try again if they received a 403 error. However, this method meant staying single threaded (same user and company) and a backlog of web service calls could easily build up.

To get around the issue, Neal came up with the second part of the solution to use a pool of User IDs in rotation so that multiple web service calls can be processed concurrently. Creating additional Active Directory (AD) users and linking them to different GP User IDs allowed for multiple web services calls to launch multiple instance of the runtime engines used for processing SBA web services.

Moral: If you are planning to make heavy use of web services using a single User ID to make the calls, be aware that you might hit this 403 error issue and need to implement some workaround solutions.

Moral 2: A 403 error could just mean that the User ID and Company ID you are trying to use is currently logged into Dynamics GP.

Thanks to Neal for letting me share his experiences.

Hope you find this helpful.

David

Published in Microsoft Dynamics GP

See a Complete List of GP FeaturesTop 5 Reasons to get Dynamics GPRead our Hosted Dynamics GP FAQ

The Microsoft Dynamics GP 2016 release date is set for early spring. Here is some information that has already been released on the new features:

Microsoft Dynamics GP 2016 HTML5 Interface

This eliminates the need for the Silverlight interface for the GP 2016 Dynamics Web Client.  The HTML5 web client is expected to improve performance and navigation in the Cloud. 

The new interface is expected to cover the entire product in its initial rollout.

Microsoft Dynamics GP users will be able to fully access the software from any device that supports HTML5 web browsers.

All-in-One Doc Viewers

This feature allows users to view all related sales documents for a single transaction in one window. This can be accessed from Customer Maintenance, sales inquiry windows, navigation lists, and the home page.

Workflow Enhancements

This feature gives the user more control. Email notifications can be sent to the new approver for:

  • Delegation
  • Escalation
  • Alternate approval

Top Features Requested by Customers

Other features will include:

  • HTTPS Support for Management Reporter Viewer
  • Export SmartList Numbers
  • View Power BI charts on the homepage
  • And more

 

As the Largest Hosting Provider for Microsoft Dynamics in Canada, and with over a decade of experience in Enterprise Software solutions, online business, and financial accounting software, the experts at WebSan know how to help you transform your business. Contact Us for more information.

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

 

2016-Roadmap

  • HTTPS Support for Management Reporter Viewer
  • Export SmartList Numbers
  • View Power BI charts on the homepage
  • And more
Published in Microsoft Dynamics GP

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This blog is part 1 of 2 where we will walk through a step-by-step of how to complete the prep for Year-End closings for companies using Calendar Year-end. There are four modules that come into effect during the year end process.

  1. Inventory (INV)
  2. Receivables Management (RM)
  3. Payables Management (PM)
  4. Finance

Year-ends can get very tricky however, there are no financial impacts for three of the modules listed above- RM, PM and INV as they only provide statistical figures and reset the statistical counters. Therefore, in the case of any errors, you are able to complete a database refresh to go back. The module that has statistical updates and financial impact is the Financial module, this is the module you must be most careful with prior to completing.

Prior to beginning the process ensure these steps are taken:

  • Complete a backup
  • All users should be out of the system
  • Batches should be closed and completed (Best Practice)
  • Close Fiscal Periods (GP >>Tools >>Setup >>Company >>Fiscal Periods)
  • Print Control Reports (AR and AP Trial Balance, Current Inventory Report, Reconcile (Chequebook, Inventory, AP and AR subledgers to GL) (GP >>Tools >>Routines >>Financials >>Reconcile)

Once all the steps above are completed you are ready to begin Year-end Closing. Since the Financial module has the highest impact it must be closed last. For best practices, close in the following order INV, RM, PM and Financials.

Look out for part 2 of the blog which will discuss where the closing process will take place.

To learn more about how WebSan Solutions can help in your Calendar Year End Prep and other Dynamics GP specific modules, take our free ERP Assessment. 

Click here to take our free ERP Assessment

 Palig Baghdasarian, Application Support Specialist, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Microsoft Dynamics GP
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