WebSan Solutions leverages an online learning environment to offer a comprehensive online training solution for Microsoft Dynamics GP. We created a catalogue of Dynamics GP courses in our Learning Management System (LMS) with rich content, including multimedia such as videos, documents, presentations and embedded video conferencing. Also, we developed a variety of learning activities with tests that assess and reinforce what trainees have learned.

Our e - Training solution puts emphasis on usability and aims at offering a solid learning experience with the minimum possible hassle. Using a set of e-learning tools, users can understand and apply procedures easily at the convenience of their own time and place. Plus, our system is mobile friendly and you can easily work on your course 24/7 using your tablet or smartphone device.

Throughout each course, users can ask their instructor questions any time directly through the learning management system. At the same time, instructors will be able to have a clear overview of their progress with detailed reports and manage their individual needs accordingly.

With a variety of courses for both beginners and advanced users, we can help you build fundamental knowledge in Microsoft Dynamics GP. From General Ledger and Accounts Payable to Project Accounting and Purchase Order Processing, you will find the right training to fit your needs. What is more, you have the option to setup your company’s unique course catalogue customized to your business in a secure and encrypted channel for all data communication.

All in all, WebSan Solutions aims at delivering Dynamics GP training programs that combine simplicity and efficiency.

Microsoft Dynamics GP is a powerful accounting system with enhanced report design capabilities that will certainly improve your decision making processes. Microsoft Office and Microsoft Dynamics GP offer what is known as Office Data Connection (ODC), a method to integrate both systems and allow users to view Dynamics GP data in an Excel worksheet. This means, you can view your Microsoft Dynamics GP data in your MS Excel and have it refreshable at any time.

Not only are there more than 200 out of the box Excel reports included in the core system but also users can design and customize Excel reports to meet the individual needs of their businesses. These reports retrieve data from the Dynamics GP SQL database, thus offering real time reporting.

Furthermore, you do not have to be a user in Microsoft Dynamics GP to have the ability to view the Excel reports that come with the system. By using Windows Authentication and setting appropriate permissions for security, anyone in your company will be able to see these reports.

Finally, the default Excel Reports in Dynamics GP are created from the existing SmartList favourites. They are basically Excel files that can be tailored to the user’s needs and provide you with the familiar look and environment of Microsoft Office Excel. In addition, if you need extra customized Excel reports for your business, you can use the Excel Report Builder that comes with the SmartList Builder, though you will have to get a separate license for it.

If you want to learn more about Excel Reporting in Dynamics GP, join our free webinar on February 19, at 11 am EST and find out how to create powerful and easy to read reports.

With the 48^th NFL Super Bowl around the corner and the teams competing for the big prize, let’s take the chance to find out how Microsoft Dynamics CRM 2013 can relate to this sports event.

Microsoft successfully introduced Dynamics CRM 2013 to the sports industry by releasing special industry standard templates for free including a sports management template. The Microsoft Dynamics CRM 2013 sports management industry template has been developed particularly for helping sport clubs in their efforts for recruitment, ticket sales and various opportunities.

Following is a list of the template’s features:

• Dashboards for performance management by athlete and/or team, ticket sales, recruitment status and team standings
• Business Processes to manage recruitment, opportunities and ticket sales
• Business rules, workflows, and security roles to support the business processes.
• Custom entities including drug tests, event management, merchandise sale, profile album, injuries, results, scout reports and ticket sales
• Sports demo to experiment with the different capabilities of the solution

Notice here that this solution is only a template for customizations in Microsoft Dynamics CRM. WebSan Solutions offers a hosted Dynamics CRM solution along with other integrated end-to-end software to improve your company’s efficiency. We simply provide you with peace of mind by taking care of all your business needs so you can enjoy the Super Bowl game. Take advantage of Dynamics CRM’s versatility and contact This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

We are proud to announce the new features released with our Time and Expense Management System version 4.3. Expense group uploads, General Ledger uploads and overriding default supervisors are a few of the new enhancements that have been added to our system.

Expense Group Uploads

This feature will enable the upload of multi-user expense files. That is, specified users set in the security options have the ability to upload expenses for submission on behalf of other users. So if your department is responsible for submitting expenses, you can now gather all the expense sheets and submit them at once.

General Ledger Uploads

Upload journal entries through a downloadable template and synch them to your Microsoft Dynamics GP General Ledger.

If you are in the market for a Customer Relationship Management (CRM) system or you are just not satisfied with your current CRM solution, then you should consider Microsoft Dynamics CRM for the following reasons:

One of the main advantages of Microsoft Dynamics CRM is its familiar look and feel. If you are using Microsoft Outlook and/or Microsoft Internet Explorer, then you will find Dynamics CRM's interface very user-friendly. Research has proven that employees spend a significant amount of time daily using their Microsoft Outlook account. Compared to other CRM vendors, Microsoft doesn’t have to worry about integrating Dynamics CRM to Outlook because this is an inherent feature of Microsoft’s CRM solution.

Another reason to consider Microsoft Dynamics CRM for your business needs is flexibility. Not only can the system be customized to support your tailored needs but also the total cost of ownership (TOC) provides the best value in the market.

Last but not least, Microsoft Dynamics CRM offers a unified customer experience, connecting your employees around the world and empowering them with an integrated yet localized set of tools for success.

WebSan Solutions offers a robust hosted Microsoft Dynamics CRM solution along with other integrated, end-to-end business solutions.

Cloud computing has become the rule and not the exception for applications in today’s business world. It is with no doubt the default IT platform and the reality is a lot of organizations use multiple cloud environments delivered within different platforms.

The challenge of managing these cloud environments in a consistent way has created the need for what is known as cloud brokerage. That is, a third-party, vendor-neutral business that serves as a single point of contact when working with multiple providers. Cloud service brokers help users benefit from best-in-class offerings from different providers, while keeping the back end simplified.

Another trend is to certify trustworthy cloud providers. Certified clouds will lead to better take up and wider use of different services with the assurance they bring. After the NSA revelations, there has been an increasing need for cloud security in the business world that can be reassured by cloud certifications. WebSan Solutions has already amplified the importance of security by maintaining its hosted Dynamics GP solution in its state-of-the-art Tier II SAS70/SSAE16 certified data centre located in Toronto, Canada.

Finally, cloud - based applications are gradually gaining ground against on-premise software. Taking into account there is a Google or IOS application for almost everything in today's business world, people can work on one device, either it is a desktop, tablet or mobile and then stop and pick up right where they left off on a different device in another location.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

WebSan Solutions, largest Canadian Cloud Dynamics GP Partner, has been named a 2013 VAR Star by Bob Scott’s Insights magazine. http://bobscottsinsights.com/

The Top 100 are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning and accounting software.

The selection of mid-market accounting software resellers for Bob Scott’s VAR Stars rest on one basic principal: quality, not revenue, as the deciding factor in picking the 100 businesses that are selected for this honor.

A variety of criteria go into the definition of quality including including awards resellers have received from vendors, such as the Microsoft Dynamics President’s Club and Inner Circle, Million Dollar Club and Chairman’s Club of Sage North America. Other factors involved in the selection include performance, contribution to the industry and reputation.

“We are pleased to be recognized as a Top 100 VAR” said Andrew King, Managing Director. 

WebSan Solutions is featured again in the Globe and Mail Challenge Revisited column, where experts provide advice to help small and medium – sized companies overcome key issues. This time WebSan, is showcasing the challenge of clients failing to stick to their testing and training schedules.

Andrew King, Managing Director of WebSan Solutions Inc., explains how he had a problem that was spiralling out of control. “How do I manage a positive client relationship while enforcing my contractual terms?” he wondered last spring.

Check out the full article here: https://www.theglobeandmail.com/report-on-business/small-business/sb-growth/the-challenge/what-happens-when-customers-are-naughty-not-nice/article16003601/

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

As 2013 comes to a close, we are all considering our New Year’s Resolutions to make 2014 the best year ever. This is a great opportunity to consider last minute adjustments for fine-tuning your business. Remember to follow all the recommended year-end procedures so that all associated systems are ready for the challenges of the New Year.

• Reconcile all your books - Prepare your Balance Sheet, Profit and Loss Statement, Statement of Cash Flows and Statement of Retained Earnings.
• Complete the posting procedures and the closing procedures for all relevant modules.
• Post the final adjusting entries in General Ledger.
• Make a backup.
• Print any year-end financial statements that are required.
• Set up a new fiscal year.
• Close the fiscal year.

Another thing to verify as part of the year-end closing process is the company’s backup procedures. Many organizations have poor or non-existent backup procedures. If there is a hardware failure, the organization may not have a secure offsite copy of its business data to ensure things can pick back up quickly. WebSan provides top cloud security with our Hosted Dynamics GP solution, maintained in our state-of-the-art SAS 70 certified data centre located in Toronto

If you want to learn more about year-end procedures in Microsoft Dynamics GP, join our webinar on Thursday, December 19^th, at 11:00 am EST and learn how to successfully close your books.

We help you make it a success every year!

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

It is essential to promptly prepare your Bank Reconciliation and reconcile the transactions of your bank statement to the transactions in your General Ledger. In this way, you will match your cash balance in the bank with your company’s financial records. Bank reconciliation usually occurs at the end of the month; however some smaller companies might perform it daily.

What happens though if you want to edit or delete a transaction that has already been entered and posted in Bank Reconciliation? You should use the Bank Transaction Entry window to void the transaction. The following steps will show you how to void a bank transaction:

• First, open the Bank Transaction Entry window by going to Transactions-Financial-Bank Transactions
• Then choose Void Transaction
• Type or select the checkbook ID for the particular transaction you want to void
• Select or type the transaction number to void and make sure the transaction has been distributed
• Select Void to void the transaction. Now the checkbook has been updated and the distributions have been posted to GL
• Exit from the Bank Transaction Entry window. Notice that the Bank Transaction Posting Journal has been printed. An asterisk (*) will indicate which Transactions have been voided since you opened the window

If you want to learn more about Bank Reconciliation, join WebSan University, WebSan’s comprehensive e - Training solution for Microsoft Dynamics GP. This month’s course on November 28^th, focuses on Bank Reconciliation in Microsoft Dynamics GP. Videos, tests and a lot more of interactive documentation will help you understand and apply procedures easily in the convenience of your own time and place.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

If you are doing business in finance, health care or the government, which are in need of highly protected data management procedures, you know security is an essential part when you are looking for a cloud solution.

According to Gartner’s report, the cloud-based security services market totaled $2.1 billion in 2013 globally. Gartner also expects the market to grow up to $3.1 billion until 2015.

“Encryption will be a new area of growth, but it remains a complex activity. The strongest interest will be in encryption products from cloud security brokers, which are relatively easy to deploy and have options for on-premises encryption management”, said Ruggero Contu, research director at Gartner

This projection anticipates an increasing demand for cloud security services. The good news is at WebSan Solutions your data is secure and accessible when you need it! We offer a hosted-enterprise business software solution, leveraging the vast capabilities of Microsoft Dynamics GP. Our Hosted Dynamics GP solution is maintained in our state-of-the-art Tier II SAS70/SSAE16 certified data centre located in Toronto, Canada.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

You can probably guess that GP Sales Order Processing is used to enter, print and post sales orders. But did you know that you can also enter quotes, invoices, back orders and returns individually or in batches?

Are you aware that Sales Order Processing in Dynamics GP allows you to transfer sales documents from one type to another? For example, when goods or services are delivered to a customer, you can transfer the order to an invoice. The price the customer will pay and your cost will be calculated automatically.

Here are a couple of points you need to keep in mind, before transferring a document:

• Make sure there are actual quantities to transfer to an order, invoice, or back order
• Verify that the appropriate transfer options are marked for the type ID in sales setup
• Enter a batch ID for the document
• Approve the document, if required

For more information about Sales Order Processing in Dynamics GP, join our webinar on November 14 and learn how to cut lead times and speed up your transactions.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

Today Enterprise Resource Planning Systems (ERPs) are developed and implemented so fast that it is hard to keep up with all this surplus of information. What is more, companies should make sure that during and after the implementation, all employees must be adequately trained on the system’s capabilities.

Using technology to facilitate this process is an essential technique to minimize costs and improve its effectiveness. Instead of buying expensive classroom training courses, nowadays you can easily buy e – learning courses that will save the company money, time and a lot of effort. Below you will find some of the benefits that e –Training will bring to your organization:

1. Combine theory and practice by applying your knowledge in real – time.
2. A fun and interactive way to understand complicated software, such as ERP.
3. Test your knowledge by completing online quizzes.
4. Learn on your own pace.
5. More affordable than classroom training.

WebSan Solutions offers a comprehensive e - Training solution for Microsoft Dynamics GP through WebSan University. Videos, tests and a lot more of interactive documentation help you understand and apply procedures easily in the convenience of your own time and place. You can also choose between a variety of courses for both beginners and advanced users. You can even setup your company’s unique course catalogue customized to your specific needs.

For more information visit WebSan University and sign up free for our Learning Management System. This month’s course on October 31^st focuses on Payables Management in Microsoft Dynamics GP.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

Purchase Orders, widely known as POs, is vital for keeping track of your orders and inventory as well as for both forecasting and reporting purposes. As far as small businesses are concerned, they consider Purchase Order Processing (POP) a hassle or an accountant’s concern. Well they need to realize that POP is an essential part of any retailer’s or wholesaler’s day to day operation. Even if you use your supplier’s B2B portal, it is important to enter the same information into your system as well. Not only does it help streamlining internal buying procedures but also it provides management information about costs.

Here are some of the reasons why you should consider implementing a POP module, if you haven’t already:

1. Cut time - intensive activities and increase efficiency. A single centralized system is linking all departments together and there is no need for paperwork. This also speeds up the movement of documents within and outside the company, because everything is in electronic format and staff can circulate the documents to each other instantly via e-mail and the internet.
2. View your costs instantly. POP allows you to have information about your committed costs concerning Purchasing prior even to receiving the relative invoice. That is, when an order is placed in the system upon a specific supplier, you can view your costs immediately in the form of a Purchase Order, without waiting to receive an invoice and key it in the system. Therefore, at the same time POP allows you to have better control over your expenditures.
3. Improve your cash forecasting. Recording Purchase Orders in your system and being able to define your future costs, enables you to predict your future cash flows more effectively.

WebSan Solutions offers Purchase Order Processing for Microsoft Dynamics GP to help you improve your vendor relationships and minimize your costs. For more information, join our webinar on Purchase Order Processing on October 17^th.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Finalist for 2013

The Toronto International Film Festival (TIFF) is held annually each September in Toronto and is one of the world's most prestigious events. This year the event takes place from September 5th to the 15th. TIFF is so special because it is publicly attended, so everyone has the chance to watch their favorite stars in action. So far this year's festival has been a huge success and has films from the most countries ever, as well as the largest number of world premieres in festival history. Did you know it actually boasts 146 World Premieres and films from 72 countries?

Our Time and Expense Management system offers you the option of booking time off for watching your favorite movie at TIFF. You can also see your request and get your time approved by your manager in real time, so there is no need to worry about paperwork procedures.

Our Time Off module benefits include:

• Requesting different time off types that is suitable for your business – eg. vacation, sick, paid and more
• Tracking who’s in and who’s out at any time
• Getting real time off balances
• Requesting time off right away

To find out more information about the other features of our Time and Expense Management System, click here.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

In this year's Channell Elite Awards, WebSan Solutions Inc. has won the silver award in the Best Small Business Solution category: http://www.computerdealernews.com/channel-elite-awards/winners

This award honors the partner that has created the most innovative and problem solving hardware, networking, cloud or software-based solution for an organization or department with up to 100 seats or less using the solution.

As a winner, we were judged by a panel of CIO or IT director level executives. Category winners were chosen based on the following criteria:

Innovation - originality in the application of the IT solution to the business problem

Improved Sales or Revenue - evidence that the solution benefited the customer with improvement in sales, revenue or cost reduction measured in dollars or in percentage

If you have used Microsoft’s Business Portal solution for tracking your employee time and expenses even once in the past, you will definitely understand the meaning of this title. Do you find Business Portal too complicated for your business needs? Are you looking for a simpler and more effective way to track your employee time towards clients and projects?

WebSan Solutions offers a robust, out of the box Time & Expense Management System that keeps track of your employee’s time and expenses easily. Our system not only allows you to record your time and expenses, but also you can request and approve time off for holiday, vacation or sick time as well as create and approve Purchase Requisitions. What is more, all of these options are accompanied by powerful and flexible reporting tools in order to review your progress in a presentable manner.

This September 2013, we are releasing the newest version 4.0 of our Time and Expense Management System for all hosted and on-premise clients. The updated version will include enhanced user settings and group management features to provide better control to system administrators. Additionally, new menus, dynamic resizing and re-designed color schemes make user environment and navigation more appealing.

For more information, you can view our Time & Expense Management System in action or contact us to request a demo.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Finalist for 2013

Andrew King, Managing Director at WebSan Solutions shares 10 different tips and tricks about Microsoft Dynamics GP. Watch the following video to learn more:

WebSan Solutions offers an online (SaaS) hosted-enterprise business software solution, leveraging the vast capabilities of Microsoft Dynamics GP. For more information, please contact us.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Finalist for 2013

Project Accounting connects project activities with company financials and provides extensive reporting capabilities. Watch the following video to learn about invoicing, posting costs from Purchasing as well as timesheets and revenue recognition:

WebSan Solutions offers an online (SaaS) hosted-enterprise business software solution, leveraging the vast capabilities of Microsoft Dynamics GP. If you are interested in GP Project Accounting, please contact us for more information.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Finalist for 2013

Wouldn't you like to look sharper than your competitors? Then training is what makes your employees stay within your company or stand out from those at another.

Corporate training is an extremely valuable resource because it gives your employees a sense of empowerment. Once you invest in programs to help them enhance their skills and boost their knowledge they will feel better about working for your company. In turn, this fact will improve company retention rates and is an excellent motivational tool.

WebSan University is taking corporate training to a whole new level by offering live, instructor - led online courses. For more information on WebSan University and our upcoming course Microsoft Dynamics GP General Ledger, visit our website or contact us here.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Finalist for 2013