professionalservices industry2

Professional Services


As a CEO/Business Owner,

Maintain visibility into projects and relationships by easily accessing data and sharing knowledge, through client and project-centric portals, as well as business-focused applications.

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As a CFO/Accountant,

Get analytics across departments so you can track, monitor, and access data, activities, costs, budgets, and billings.

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As a CIO/IT Director,

Microsoft Dynamics is a simple to use, integrated software solution. This software will ensure you're billing and collecting on every hour worked.

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Fusion Learning Inc., a leading provider of Strategic Sales Training services to Clients throughout North America, was faced with numerous manual spreadsheets and reports to track project profitability and collect time and expenses. This led Fusion Learning to extended month-end processing and duplication of work. See how Microsoft Dynamics helped their business.

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Key Features - Professional Services & Consulting - Microsoft Dynamics GP

General Ledger

Maintain all of your financial journal entries and budgets with a double-entry accounting ledger that supports up to 999 periods. Also after years of using Microsoft Dynamics you can purge historical data. Track nonfinancial data like unit accounts at the general ledger level. Transfer account balances based on a variable account by percent or unit giving more flexibility to your general ledger. Easily copy and paste data from excel or text into general ledger.

Cash Flow Management

Customizable views and forecasting tools enable you to control, predict, and monitor inflows and outflows that track a company’s liquidity over time. A calendar gives people the insight into your inflows and outflows in an easy to understand format.

Multicurrency Management 

Take control of multinational operations and manage currency transactions smoothly and efficiently with flexible, powerful multicurrency capabilities such as easy reevaluation.

Payables Management

Automate routine and complex accounts payable tasks with real-time statistical history, easy reconciliation, account control, payment scheduling, and check printing. Receive payables warning when an open purchase order exists. Track vendor details including multiple ship-to addresses, payment terms, credit limits, vendor items and more.

Receivables Management

Control your accounts receivable with automated processes for invoices, receipts, finance charges, and statements, including the ability to analyze customer activity. Setup and maintain customer records including credit limit, contact names, aging balances and more.

Bank Reconciliation

Create, manage and reconcile from your chequebook ledger to the bank’s account records through a single, automated process across multiple currencies.

Project Accounting

Maintain tight control over project direction, costs, execution, and budget; support resources effectively; and ensure accurate billing and accounting through tight integration with financials, inventory, and accounts receivable.

Web and Mobile Time and Expense Management System (Moniroo)

Our Time and Expense Management System for Microsoft Dynamics GP can help you manage your costs, schedule your resources and overall make decisions easily and efficiently.