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As of April 1, 2013, the Government of Prince Edward Island is implementing the Harmonized Sales Tax (HST). The combined HST rate in PEI will be 14%, of which 5% will represent the federal part and 9% the provincial part. Further, the Government of British Columbia will be eliminating the HST and reinstating PST and GST on taxable services provided in British Columbia. As of April 1, 2013, you will be taxed GST at a rate of 5% and PST at a rate of 7%.

To create the ability to track these changes in Dynamics GP, one must utilize Tax Details and
Tax Schedules.  Tax Details identify specific taxes and their rate of taxation.  These are then assigned to & grouped on Tax Schedules for processing transactions in GP.  Tax Schedules can be assigned to Customers, Vendors, Items, etc.

Setting up Tax Details

  • Enter a Tax Detail ID and a Description.
  • It is important to set the Type properly as Tax Details can apply to either Sales (to a Customer) or Purchases (from a Vendor) exclusively.
  • Set a default GL Account to distribute tax transactions to in order to capture values in the general ledger.
  • Set both the Based On & Round values depending on the tax.  For HST & PST, these should be set to Percent of Sale / Purchase & To the Nearest Currency Decimal Digit respectively.
  • Set the Percentage for the Tax Detail.  For HST PEI, this is 14%.  For PST BC, this is 7%.

Tax detail maintenance 1

Setting up Tax Schedules

The Tax Schedule Maintenance window contains two list boxes:

  • The Available Tax Detail IDs list box displays a list of all the tax details entered.
  • The Selected Tax Detail IDs list box displays the details added to this schedule.
  • To add tax details to a tax schedule, highlight a detail in the Available Tax Detail IDs list and click Insert. The detail is inserted in the Selected Tax Detail IDs list and is included in this tax schedule. Continue selecting and inserting details until the complete tax schedule is created.

Tax detail maintenance 2

Assigning Tax Schedules to Customers/Vendors

Once tax schedules have been created and saved, the last step in the process is to assign the tax schedule to a customer or vendor, etc.  If a new tax schedule is to be applied to a customer, navigate to the Sales > Cards > Customer.  Then, select the appropriate customer & enter the appropriate value in the Tax Schedule field.  To assign the tax schedule to a vendor, navigate to Purchasing > Cards > Vendor.

For more information contact us at This email address is being protected from spambots. You need JavaScript enabled to view it., WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Published in WebSan Blog

Save Money by Switching to a Cloud Hosted Solution

Do you manage your financial accounting using an on-premise solution? Are you spending a lot of money on licensing?

WebSan Solutions offers business the option of switching to a cloud hosting solution.  They offer faster deployment options when compared to on-premise.  You can save on licensing because you have access to your data through the web. No need to purchase hardware or software. You need to pay a low monthly fee, which helps you manage cash flow.

Frequently Asked Questions

WebSan Solutions Inc. is a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider. In their web-based time and expense management system, they have added the FAQ page to tackle commonly asked client inquiries. This new enhancement will reduce their IT costs and create more productivity amongst their clients. This system is very easy to use because of its simple design and user-friendly navigation.

Paperless Office for expense reports

WebSan Solutions has also added a new document upload feature in the time and expense portal. This new feature allows employees to scan receipts and attached them to an expense report in the portal. When a manager is ready to approve it, they can automatically see the receipt. The document upload works in real time, so there’s no need to submit an expense then send in your receipts by mail into the office. You can now also use a tablet (iPad, Android) to take a picture of your receipt and still attach it to your expenses.

“Are clients have realized tremendous time savings and efficiencies from being able to upload expense receipts from a tablet or mobile device.” stated Andrew King, Managing Director.

To see WebSan Solutions time and expense management system in action, click this link: http://www.youtube.com/watch?v=MCu3BM3DInA&feature=player_embedded

Published in WebSan Blog

In 2012, the Canadian government announced in their Economic Action Plan that they would phase out the penny due to the cost of producing the penny, relative to their face value. February 4, 2013, was the last day that the penny would be made. One thing to note is that this change does not affect cheques or electronic transactions (e.g. Interac). With this change in effect, it’s estimated that it will save taxpayers $11 million each year.

On Microsoft’s Community Dynamics website, I came across a blog Angela Melhus wrote which is called “Phasing out the Penny in Canada”. For a B2B business, this might not be much of a worry because they would normally deal with cheques and EFT payments. But for some B2C business that have a store and accept cash that might be a problem.

In Angela’s blog, she gives you a step by step process to phase out the penny in your Dynamics GP system. Her instructions are very clear and she provides screenshots of the whole process. By the end of the last step, you should have written off of the penny.

More information about phasing out the penny:

http://www.mint.ca/store/mint/learn/eliminating-the-penny-6900002

Angel Melhus blog post:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/02/26/phasing-out-the-penny-in-canada.aspx

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

Published in Dynamics GP
Thursday, 28 February 2013 10:29

Determining the Best Reporting Tool for the Job

There is no doubt that Microsoft Dynamics GP offers a wide variety of custom reporting methods that can enable anyone in your organization to get real-time reporting quickly and easily – whether it be SmartLists, Linked Excel Reports, SQL Server Reporting Services (SSRS), or Management Reporter (MR). As a report developer, typically it’s not too difficult to find the data that you need for a given reporting request – instead, sometimes the biggest challenge is just figuring out which reporting tool to use when creating the report.  I’ve found that there are a few key questions you can ask that can immediately narrow down your options for you.

Will non-GP users need access to this report?

If your answer is “Yes”, then SmartLists are automatically out of the question, as these can only be accessed from within GP.

Will users need to run this report for various scenarios?

If your answer is “Yes”, go with either SSRS or Management Reporter – these are the only 2 reporting methods that allow “parameters” that the user can play with before running the report.  These parameters make it easy for the user of the report to run it for a specific scenario that suits their needs.

Is it a financial report that requires a lot of comparisons?

If your answer is “Yes”, you may find it easiest to go with Management Reporter.  In MR, it’s much easier to create financial reports that allow you to compare Actuals vs. Budget, Actuals vs. Prior Year, etc. or run statements as at a certain fiscal period.

Does the report require totals and sub-totals?

If your answer is “Yes”, then SmartLists should be avoided.  While SmartLists are a great and very dynamics tool for GP users, its biggest downfall is the fact that you can’t show totals for columns without exporting to Excel and adding them manually.

Are the users of the report tech-savvy?

If your answer is “No”, you may want to veer towards a Linked Excel report.  In most cases, even the less technical users have some sort of experience with Excel, in which case you are better off giving them a report that they can access in a familiar environment.

Does the report require a lot of flexibility in the way it is presented?

If your answer is “Yes”, you definitely want to go with SSRS.  While Linked Excel reports can be customized to some degree, it requires a lot of extra work.  SSRS, on the other hand, gives you the flexibility of having multiple tables positioned however you need, graphs, gauges, conditional formatting, and more right out of the box.

Do users want to access this from anywhere over the web?

If your answer is “Yes”, you’ll want to go with SSRS for sure, as this is the only reporting tool of the bunch that can be integrated into a web browser for viewing over the web.  While viewing SSRS reports over the web is not a standard feature, it is possible – for example, WebSan’s Time and Expense Portal allows users of the portal to view any SSRS report over the web and also allows administrators of the portal to manage security around which users have access to which reports.  To see more on WebSan’s Time and Expense Portal, check out the following link:

http://www.youtube.com/watch?v=MCu3BM3DInA&list=UUHAtQ9fSm1oPZYDW37ELFAA&index=1

Rahim Jiwani is an Application Specialist at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Rahim can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 217.

Published in Dynamics GP

WebSan Solutions Inc., Largest Canadian Cloud Dynamics GP Partner announced the latest release of its Time and Expense portal for Dynamics GP.

Working with Microsoft Dynamics GP for many years has given WebSan the opportunity to help clients overcome many business challenges. Their latest Time and Expense Portal continues to allow Dynamics GP users to enter time and expenses anytime, anywhere without the typical limitations of Microsoft's Business Portal solution.

Some of the key features that are now included in the latest release are the following:

  • Seamless integration with Dynamics GP database
  • Process timesheets and expenses in an easy to use, web-based format
  • Handle Canadian VAT (value added tax) and US taxes seamlessly
  • Automatic approval workflows for time and expense submission based on $ limits
  • Track days off, holiday and vacation time
  • Purchase requisition approval module
  • Internal reporting for timesheet status, expense reports and history
  • Works with on-premise or Cloud-deployed Dynamics GP
  • SQL Report viewer with self-managed security and ability to export to Word, Excel, PDF or Images
  • Built in user messaging

To see WebSan’s Time and Expense portal in action click the link:

http://www.youtube.com/watch?v=MCu3BM3DInA&list=UUHAtQ9fSm1oPZYDW37ELFAA&index=1

“Business Portal could never handle Canadian VAT taxes for us. We constantly had to modify expense reports in PDK in order to properly account for the taxes. WebSan’s Time and Expense portal has completely eliminated manual intervention and streamlined our expense management process immensely!” – Controller, Canadian Software service provider.

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.

1

2

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

Accounting staff must always ensure that the general ledger and the sub-ledgers are in balance at all times.  Often, our support team will be asked to assist when they aren’t in balance.  When this occurs, we generally run the Reconcile to GL routine in GP in order to determine the cause.

Dynamics GP 2013 includes a new feature to help reconcile the Bank & Inventory sub-ledgers to one’s General Ledger.  This functionality previously existed for Accounts Receivable and Accounts Payable sub-ledgers.  Further the Reconcile to GL window now includes both the General Ledger and Sub-ledger balances on it for quick review.  The additional sub-ledgers for reconcile will help ensure customers have a quick and easy way of ensuring their records are accurate.

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
Saturday, 05 January 2013 09:35

Microsoft Dynamics 2013 Released

The long awaited Microsoft Dynamics GP 2013 was recently released right before the holiday season.  The latest version has a number of new features which we have previously discussed in this blog, the most important of which is greater flexibility in terms of deployment.  Also included is RapidStart Services, a tool designed to speed up implementations while lowering project risk.

Contact WebSan Solutions Inc today at This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more about Microsoft Dynamics 2013.

Microsoft Dynamics 2013

Microsoft Dynamics 2013

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Partner offering implementation & support services for large & small firms in a variety of industries.

Published in Dynamics GP