Most office staff today perform a lot of analysis in Excel.  Staff are comfortable in Excel & familiar with its various functions.  As a result, staff may prefer to upload general journal entries through an excel based template.  Many times, large entries, such as those to a payroll clearing account, may need to be calculated in Excel before they can be entered in the system.  When staff already have the entry in Excel, its very convenient to be able to directly upload into GP.  As such, WebSan offers it's clients an Excel based Journal Entry upload tool capable of handling multiple journal entries spanning as many lines as required.

All customers should ensure their ERP partner / VAR offers the same baseline functionality in their system.

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite 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.

Do you have a suggestion for an improvement to Dynamics GP.  Let Microsoft know via Microsoft Connect:

connect.microsoft.com/default.aspx

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

Want to upgrade to Dynamics GP2013 and enjoy all the new system benefits, call WebSan!  We are experienced with Microsoft Dynamics GP2013 upgrades and can help guide you in order to avoid typical pitfalls.  Microsoft is currently supporting Dynamics GP 2010 and 2013.  All users on older versions should look to upgrade immediately to ensure they are supported.

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 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.

Are you not current with your Microsoft Dynamics license maintenance?  Not ready to move off of Dynamics but not ready to pay the maintenance penalty?  Move to hosted Microsoft Dynamics GP.  We will upgrade you & move the system onto our servers.  You will be instantly up-to-date on your licensing and supportable my Microsoft.

Our clients are already enjoying the following benefits of hosting:

• 24/7 access to Dynamics GP via our secure, SAS70/SSAE16 Tier II data centre located in Toronto, ON
• Web-based access to Dynamics GP from anywhere, at any time
• Backups every 30 minutes and the ability to restore to any point in time!
• Weekly offsite, secure backups of their environment
• Free upgrades and patches, based on their own timing and needs

You continue to own your licenses, we just host them for you.  Call now to find out how you can enjoy these same benefits.

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 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.

The Microsoft Dynamics GP Professional Services Tools Library (PSTL) is a group of tools that allow users to improve system capabilities & increase productivity.  Users generally have access to these at no cost but do not take advantage of them.

Within the Finance module, one can Modify Accounts, Fiscal Periods, or Fixed Assets, allowing end users to convert historical records to new records, maintaining the necessary history & without corrupting your database.  Within the Purchasing module, users are able to update / convert vendor records, similar to the above.  Further, users have the ability to set minimum values for payabales cheques or combine cheques where necessary.  Similar updates are available throughout the system, allowing updates to master data records such as salespeople, territories, customers, employees, inventory, etc while maintaining the proper history.  One key feature many users like is the ability to unapply receivables documents, opening them back up for one to enter transactions against.

Ask us about how you can get free access to this wonderful tool today.

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 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.

Customers are always looking to find the best deal possible, no matter what the product or industry.  Why not shop around?  Use our quote generator today to ensure you are saving money on your IT systems.  We offer hosting services, on-premise support, free upgrades, and more.

Check us out!  It only takes a couple minutes:

https://www.websan.com/quote

Hi All

I discovered a couple excellent blog post from two fellow Dynamics community members that I wanted to share.  Both relate to upgrading to GP2013.  At this time, there are still a number of known issues with GP2013 even though Service Pack 1 has been released.  If you are looking to upgrade to GP2013, please contact me via This email address is being protected from spambots. You need JavaScript enabled to view it. or 416 499 1235 ext 213.  In the mean time, I encourage you to review the blog posts below.

Sarah Purdy discusses Modified Dictionary Upgrades:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/04/11/modified-dictionary-upgrade.aspx

Chris Bulson discusses Version Checks & Upgrades:

Effective July 1, 2013, the Manitoba government is increasing the PST rate from 7% to 8%.

After this cutoff date, GP users will have to change the tax setup prior to inputting any Manitoba AR / AP invoices.  This change can be completed by navigating to Administration > Setup > Company Tax Details.  Then, select the appropriate tax detail (generally you will have one for Sales and one for Purchasing) and update the Percentage field from 7% to 8%.

[caption id="attachment_1229" align="aligncenter" width="300" caption="Tax Setup"][/caption]

If you have any questions, please feel free to contact our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.

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.

Need access to your Dynamics GP data on the go?  Not able to manage your team while outside the office?  Access your Dynamics GP data from anywhere using the WebSan TEX Portal.  With two layers of security, staff can view GP Reports from anywhere they might be.  Now your staff can have access to the information they need, whenever they need it!

For more information about WebSan's TEX Portal or Dynamics GP services, please contact Adam via This email address is being protected from spambots. You need JavaScript enabled to view it..

Adam MacIntosh is a Senior Project & Account Manager with WebSan Solutions Inc. A Microsoft Dynamics Silver Partner and a CDN top 100 solution provider for 2012.

With the May Long Weekend just a couple days away, many friends and coworkers are taking time-off to be with family.  WebSan has recently release a new Time-Off Request module to our TEX (Time & Expense) Management System for Dynamics GP.

The Time-Off Request module is a new optional add-on allowing staff to request paid or unpaid leave for vacation, jury duty, etc.  Non-working days (typically weekends), holidays (i.e. Christmas, Easter) & time-off reasons are configurable by company.  Employees can then send requests to their manager for approval which automatically integrates into their time sheet submission.  A company-wide calendar is maintain for viewing & enhanced time-off reporting is now available with this added functionality.

For more information about WebSan's TEX Portal or Dynamics GP services, please contact Adam via This email address is being protected from spambots. You need JavaScript enabled to view it..

Adam MacIntosh is a Senior Project & Account Manager with WebSan Solutions Inc.  A Microsoft Dynamics Silver Partner and a CDN top 100 solution provider for 2012.

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.

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.

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.

Happy Canada Day!

For those enjoying a little R&R today, imagine this was your every day!  To get achieve that, you would need to start building some automation into your business processes.  The first step you can take is by ensuring your reporting is easily & readily available.

Homepage Metrics offer out-of-the-box reporting that covers all GP modules.  There exists an extensive list of potential reports one can use.  These are automatically integrated to ones Homepage for easy & quick viewing.

Try adding some Metrics to your Homepage today by selecting the pencil icon / edit button on the Metrics heading.

We are still accepting resumes for our Application Specialist position.  Hurry & forward your resume before its too late!

http://www.websan.com/about/careers

We are accepting applications from recent university graduates as well as current GP users looking to broaden their knowledge.  Work for a young & vibrant company in uptown Toronto!

WebSan has continued its growth by expanding its office facilities.  We have recently taken over additional office space, doubling our office size.  We are also expanding our workforce.  If you have the proper blend of technical capabilities & a knack for business, applying to one of our openings at the link below:

http://www.websan.com/about/careers/

Last month I wrote about how now is the time to perform some Spring Cleaning on your Dynamics GP system.  With that in mind, I want to highlight the Accounts Receivable Paid Transaction Removal feature, which helps speed up Dynamics GP performance.

This feature is often overlooked as firms do not want to lose historical data.  However, the utility only removes receivables transactions for companies that do not maintain receivables history.  By performing this function, transactions that are fully applied are moved to history, greatly reducing the number of transactions that are reviewed when aging documents or performing other routines.  This greatly improves the performance of Dynamics GP.

Once this process is run for a document, it can no longer have transactions performed against it.  For example, one cannot NSF a removed cheque.  Therefore, it is recommended that companies run this utility for a date at least 90 days prior to the current date.

To access the Paid Transaction Removal, select Sales > Routines > Paid Transaction Removal.

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.

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!

Spring is here & that means SPRING CLEANING!  With that in mind, system administrators should be thinking about cleaning up their Dynamics system & shoring up their licensing needs.  Thus, I would like to tell everyone about a free utility that will help cleaning up your licensing needs.

Microsoft Dynamics GP is licensed concurrently.  Meaning, if a user is logged into multiple companies at a single time, they will also be using multiple licenses at that time.  For firms with multiple companies running on Dynamics GP & where the number of licenses is very close to the number of actual users, this can present a problem.

For those where purchasing additional licenses is not an option, there is a utility to prevent users from logging into multiple companies at the same time.  To install, download from Customer Source & extract the Prevent_Users_Logging_In_To_Multiple_Companies.zip file.  Then  simply log into Microsoft Dynamics GP & select Tools > Customize > Customization Maintenance, then import the extracted file .

No longer will multiple logins from a single user burn multiple licenses.

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc.  A certified Microsoft partner.

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

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.