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Monday, 12 March 2012 06:39

Microsoft Dynamics Support Debugging Tool

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Many of our Microosoft Dynamics GP clients use our support desk for assistance with issues that arise from time to time.  We offer various levels of support,from ad hoc to 24/7 availability.  The need for support varies with every client.  Some require lots, some very little.

For those that like to perform their own support, there is a great utility available free of charge that can be downloaded (through a partner) from Microsoft.  This tool, called the Support Debugging Tool, improves error handling & has many great features.  These include:

  • Colouring Windows by Company
  • Easily Capture Screenshots of Errors & Email ALL Related Support Information to a Help Desk
  • Transaction Logging
  • Executing SQL within Dynamics GP

To obtain this tool, get the DEBU_1100.zip file from your Microsoft Partner

Unzip & copy to your Dynamics GP install folder

Start Microsoft Dynamics GP as an Administrator & agree to Add New Code message

From the file menu, select Microsoft Dynamics GP > Tools > Support Debugging Tool to turn on the new functionality

Contact This email address is being protected from spambots. You need JavaScript enabled to view it. for more information about our support desk services.

Adam MacIntosh is a Senior Implementation Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner.  Adam formally managed Dynamics support services at WebSan Solutions Inc.

Sunday, 09 January 2011 06:37

Vacation Tracking in Dynamics GP

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It’s that time of the year when many employee are taking time off to spend time with family.  Whatever holiday you celebrate, this is definitely the time of the year for family.  With employees out of the office, companies must track the amount of time taken by each employee.

Microsoft Dynamics GP has a number of vacation tracking options:

  1. The Human Resources module has a Vacation Calendar option.  This presents a calendar view, with a listing of employees that have taken time off for each day.
  2. The Canadian Payroll module makes Vacation Accruals every pay period.  Each employee has a vacation rate attached to them. With each pay cycle, automated accruals are made to each employee record to track the amount of vacation earned.  When vacation is taken, it comes out of this same pool of time earned.  Further, all the appropriate entries are made to the General Ledger with each transaction.

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc with numerous Human Resources & Canadian Payroll implementations completed.

Monday, 13 February 2012 11:35

Electronic Bank Reconciliation

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The air is definitely a little colder these days, making it the perfect time to fly south for a little R&R.  In an effort to reduce workload, allowing for a little extra R&R, a number of our clients have chosen to implement Electronic Reconciliation.  Through this module, one can download their bank statement & process into Dynamics GP, eliminating much of the manual work associated with the bank reconciliation process.  Setup is a simple process & is completed in one simple screen.  Downloading files is a standard process through most banks.  By implementing this simple module, companies can save a considerable time each month in the administrative process.

Adam MacIntosh is a Senior Project Manager with WebSan Solutions Inc.

Thursday, 01 December 2011 16:46

The Pros and Cons of Online Accounting Software

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Buying accounting software is a big decision you have to make when the time is right for your company. It’s a harder decision, especially when you’re a small business owner and don’t know much skill about accounting. Some people might wonder if online accounting software is right for them. What I’m going to do is point out the pros and cons of inquiring online accounting software. Hopefully some of these pros and cons will give you an idea if it’s for you or not, make sure you do your research and find the right accounting software for you.

The Pros of using online accounting software:

  • Some software can be straightforward to use even though you don’t have much financial knowledge. Their job is to help small business owners with the necessary tools to operate their business.
  • It’s easy to make updates because it can be done automatically.
  • You can check up on your financials everywhere and anywhere you are because all of your finances are online.
  • The software company has online support just in case you have a question. 
  • Most accounting software’s out here have mechanisms to back up your data so nothing happens to your data.

The Cons of using online accounting software:

  • There’s still the risk of hackers getting in the software.
  • Make sure you have an up-to-date internet connection because if your computer is running slow, so is your accounting software.
  • Having mobility is a good thing to have but be careful if you ever have to log in a public computer or even a friends computer, make sure you log off properly because you don’t want just anyone looking at that information.

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

Wednesday, 23 November 2011 15:35

Two cloud based services offered by Microsoft Dynamics GP

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A while back Microsoft offered two new cloud-based services that can be very beneficial to your company if you are already in the cloud or if you’re planning on moving to the cloud.

Microsoft has announced the first two accounting offerings for Dynamics GP 10.0 and GP 2010. Payment services and commerce services are the new two new services that are cloud based. Payment services have credit and debit card that is processed from Dynamics GP. Payment services work with: VISA, MasterCard, Discover Card, American Express and PayPal. The good part about it that there will be the same existing data entry screen and you don’t have to install or integrate new software and your customer benefits from this service because they have more options to make payments.

A commerce service has item catalog functions also with integration to Dynamics GP, using the same tool used to connect Dynamics CRM to Dynamics GP. This service is to support a business to consumer website it also allows you to extend your sales reach.  The great benefit about commerce service is that you can expand your sales across different channels and enabling online shopping, therefore, using another resource to increase your sales.

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

If you haven’t read part one of this blog please click the link to get caught up!

If checklist one through three gets a check mark, you’re on the right track to avoiding as little problems as possible. Number four on the list is something that you must be responsible for because, you can’t blame all ERP implementation failures on your partner. Sometimes when a partner gets a client and there ready to kick start their plan, the clients give them all their “baggage” to fix and then leave. They eventually come back at the end, near the go-live date and say things like “Are we ready to go live yet?” Have you tested the system? Nope. Has your staff gotten trained? Nope. Then the answer to your question is nope. You don’t want to be that kind of client. Therefore make sure the implementation goes in steps or phases and make sure to have regular follow ups on the progress that has taken place.

Be motivated! Sometimes implementations take a while to finish, you might be checking off each suggestion on the list but when you come to number five you realize that what’s your lacking in. You need to be upbeat about this whole process, I’m not saying jump up and down and scream for joy that you are getting new accounting software. But at least have a good attitude towards the implementation; I say this because getting something new isn’t always a good thing. You have to retrain your staff; get familiarized with a new system and implement it to your company. That can be a bothersome to someone resulting in them giving you a hard time. As the client, be positive and have a good outlook on this new system, which could ultimately better your performance in the long run.

Last but not least number six on the checklist is to plan for everything and anything that could happen. Once one to five is checked off, be aware of number six. Even though you have everything planned to a T anything could happen from employees’ issues to company changes. Just be prepared for whatever can happen because even though you might be well prepared when it comes to the implementation there’s always a chance of a problem that could occur. You can’t predict and prevent everything but give yourself a fighting chance if a problem arises.

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

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

If you are a frequent user of Microsoft Dynamics GP, chances are you use a select few windows much more often than others.  If this is the case, you may find it helpful to have shortcuts to these key windows directly on your home page.  These shortcuts can be added in several different ways:

  1. Quick Links – Arguably the most popular method is to add the window to the Quick Links pane of your home page.  To do this, hover over the Quick Links pane, select the pencil icon that appears in the top right corner of the pane, and click the Add button to add new links.  Don’t forget to refresh your home page if the new link does not appear right away.
  2. Navigation Pane – To add a shortcut to your navigation pane, open the window that you want to link to, select File, and select Add to Shortcuts.  A link to that window will now be added to your navigation pane when you are on your home page.
  3. Toolbar – To view the toolbar for a particular series, right-click the blue menu bar at the top of the Dynamics GP screen and select the desired series so that a checkmark appears next to it.  To customize which icons are on the toolbar, right-click the blue menu bar again, select Customize…, choose the appropriate series from the drop-down menu, and click Add to add a new icon to the toolbar.

Shortcuts to Customize Your Microsoft Dynamics GP Screen

By: Rahim Jiwani, Application Specialist, WebSan Solutions Inc.