Many companies have a need to grant Dynamics GP users access to a window, but not all functionality within that window.  For example, many clients will want users to be able to input invoices, but not post them individually.  Instead, they will force users to save invoice transactions to a batch such that a manager can review the source documents and post.  An easy way to achieve this is through Field Level Security which allows the Dynamics GP admin to restrict user access to singular buttons within a window (such as the Post button).

To configure Field Level Security, navigate to Microsoft Dynamics GP > Tools > Setup > System > Field Level Security

This will open up the Field Level Security window.  Within the window, select Add to create a new restriction.

[caption id="attachment_1442" align="aligncenter" width="300"] Field Level Security window[/caption]

This will open the Field Security Maintenance window wherein one defines a the window and field to restrict.  Within this window, enter an ID and Description for the restriction.  Then select the Product Name, Form Name, Window Name & Field Name using the look-ups within the window.

Check out our YouTube page for great Dynamics GP Training videos and other informative tips!

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

Join our growing & diverse team at WebSan.  We have a number of positions currently available & offer a wide range of benefits.

See our Careers page for more information.

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.

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.

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider,  has been recognized as one of Canada’s top 100 Solution Providers in 2012 by Computer Dealer News (CDN). WebSan has over a decade of experience in Enterprise Software solutions, business and financial accounting software.

The list was announced April 16th, 2013 at the Top 100 Solution Providers Awards Gala. CDN is the voice of Canada's IT channel community for more than 25 years and defines an information technology solution provider as an organization that resells computer hardware, software or peripheral products along with providing IT related professional services, support services, consulting in a cloud or on-demand environment, on-premise fashion or as managed service.

“WebSan Solutions Inc. of Toronto makes the CDN Top 100 Solution Providers list this year and with that they join an exclusive club of the best technology minds in the country. WebSan really made a name for itself this year by offering cloud services based on Dynamics GP. They are part of a group of young and up-and-coming cloud specialists that CDN has noticed on the Top 100 list over the last few years,” said Paolo Del Nibletto, editor and associate publisher of CDN – Computer Dealer News, Canada’s No. 1 IT Channel Publication and Web site.

“We are very pleased to have made the list this year.” says Andrew King, Managing Director, WebSan Solutions Inc. “Our relentless focus on customer service and growth has enabled us to reach this milestone. More and more small to medium businesses our choosing our Cloud Dynamics GP Accounting solution for ease of use and cost every day.”

To view the list of the top 100 Solution Provider click here: http://www.computerdealernews.com/top-100-solution-providers/top-100

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

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.

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.

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.

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.

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.

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.

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.

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.

With the weather getting a little colder, we all know the Holidays are fast approaching.  It is around the Holidays that many, like myself, begin to travel to see loved ones.  This year in particular, I have a lot of travel lined up.  This got me thinking about how popular Dynamics is around the world.  So with that said, here are some quick facts about Dynamics GP's worldwide popularity …

• Dynamics is most popular in North America, the Middle East, Singapore, UK, Australia & Ireland.
• Dynamics GP, originally called Great Plains, was developed in Fargo, North Dakota by Great Plain Software.
• There are currently over 300 000 Dynamics customers around the world, spanning 41 languages

Adam MacIntosh is the Senior Project Manager with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

In 1983, Quaker Oats purchased Gatorade, transforming it from a multi-million dollar business into a multi-billion dollar business.  Fast forward a decade & Quaker decided that another drink manufacturer was primed for the same growth.  This time, Quaker eyed a takeover of Snapple, a popular fruit beverage.  After paying a large ransom for the Snapple business, Quaker did not see the returns it had forecast.  The Snapple brand fizzled as Quaker resources were washed down the drain.  Eventually, the Snapple brand was sold at a $1.4 billion loss to Quaker.

What went right with Gatorade that went so wrong with Snapple?

The measurement tools that Quaker used to evaluate Gatorade were both accurate & appropriate.  However, in the decade that past, these same evaluation tools were not updated.  Quaker applied the same methods & metrics to the Snapple brand that they did to the Gatorade brand.  However, in the decade that had passed, these tools were no longer the most appropriate.

Evaluation mechanisms are constantly being updated.  What works today might leave you behind tomorrow.  Quaker found this out first hand.  If companies want to continue to thrive, they must be constantly tweaking & evaluating the tools they use to evaluate their business.

Microsoft Dynamics GP leverages ever evolving Microsoft technologies in order to provide the best reporting options possible.  Users can access reports in many different formats.  Business Alerts can send automated emails to any staf member when exception criteria are met or at specific intervals.  Emails can be configured to include attachments, including lists of applicable information.  Users can have similar automated Reminders open on their screens when specified criteria have been met.  This allows for fast & automated management by exception.

A couple of days ago I blogged about the transition from paper to the digital age. Now, it's time to familiarize yourself with the eBanking capabilities in Dynamics GP.

For those who don't know, more and more businesses are relying on electronic funds transfer or EFT to pay their bills. The most obvious reason is that it is just plain easier. However, it also automates the process of sending and receiving payments, provides an electronic record of payment and some vendors may even offer better terms for EFT payers due to typically shorter wait times for payments and less paperwork on their end. Work smarter and faster by accessing transaction information online and applying transaction accounts when they occur, rather than days or weeks later.

With eBanking in Dynamics GP EFT, you can:

• Manage your financials more effectively
• Reduce administrative expenses
• Improve Productivity
• Increase your financial security
• Access decision-driving information online

The comprehensive eBanking tools in Microsoft Dynamics GP improves overall efficiency within an enhanced security environment. By automate your company's critical banking activities and interact with your bank electronically saves your company and yourself time and money.

New on the Dynamics GP2010 home screen is the "Connect" window. This widget dynamically populates with Microsoft Dynamics GP support information, user groups and links to general information.

One thing we noticed is with any of our test companies we always saw this error:

Well it turns out this is caused by special characters in the company name.

As many of you know, when you put the tag "<TEST>" into the company name you get a nice warning on login that this is a a test company. See this blog for details...

Unfortunately, the angle brackets cause the URL to the Dynamics Connect site to get malformed.

One of the lesser known setup features of Microsoft Dynamics GP2010 is the ability to have the system pop-up a predefined message box on login advising to the status of an environment.

If anyone has used the fabrikam company, you know what I'm referring to, the modal dialog box that appears advising that this is a demonstration company, etc etc.

There are actually two other message boxes that you can trigger for your own company.

If you navigate to your company setup screen  (Tools--> Setup --> Company --> Company)

You can add two different reserved tags to the end of the Company Name.