I thought I would share a couple useful posts from our friends at Dynamics University
Who Posted this Journal Entry?
http://dynamicsuniversity.com/article/dynamics-university-summer-2013/who-posted-journal-entry
Encumbrance Management for Non-Profits
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:
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
When a user posts an individual transaction in GP, that transaction will likely display in the Financial Series Post, saved to a batch with an odd, automated ID. These IDs are auto-created by Dynamics GP & are based on the source document / originating module from which the transaction was posted. Generally, the first 2-3 characters of the these Batch IDs are based on the module, with 3 or so more characters to identify the transaction type. this is or course followed by a numeric counter.
If one reviews the Source Document listing in GP, that will generally tell them what all the abbreviations represent. For those more technical, source documents can be found in SY00900 in the database.
Below, I have listed a number of the more common prefixes to an automated Batch ID and have noted the module which they represent.
| CM | Chequebook Management |
| CPY | Canadian Payroll |
| DP | Depot Management |
| FA | Fixed Assets |
| IV | Inventory |
| MC | Multi-Currency |
| MFG | Manufacturing |
| PA | Project Accounting |
| PM | Payables Management |
| POP | Purchase Order Processing |
| RMA | Return Materials Authorization |
| SC | Service Call |
| SOP | Sales Order Processing |
| UPR | US Payroll |
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
WebSan Solutions Inc. has won silver in the Best Small Business Solution category for this year’s CDN Channel Elite Awards. 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.
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.
Congratulations WebSan Solutions! Well done team!
By: Natalie Williams, Application Developer, WebSan Solutions Inc. a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Winner.
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
As a follow up to my EFT for Dynamics GP 2010 blog this week, I thought I’d share a few common setup issues I’ve learned to overcome through my experience with various clients. It’s no secret that when dealing with financial institutions, time is often of the essence. Reversing an incorrect payment or attempting to stop payment to a certain vendor often requires hours of effort over the phone with representatives who may or may not be immediately helpful. As such, the following covers a few common setup issues when first setting up EFT for Dynamics GP 2010.
Having the Wrong Address ID Specified on Vendor Cards
One of the most common issues I’ve had clients ask me is why banking information for certain vendors shows up blank on generated EFT files. They’ve setup their file format correctly as per the specifications from their financial institution, setup the vendor card correctly to match the EFT file format (Where information is pulled from), and the transaction is posted and included in the EFT run with no issues. However when they generate an EFT file and upload to their financial institution website, they come to realize there is no financial information specified on the file.
This is a common issue which at first is a bit tricky to spot however can be resolved fairly quickly. Your first step is to double check whether you have actually entered banking information on the EFT BankMaintenance window. This may sound unnecessary (and obvious) however there are often cases where clients have two vendors with very similar names where one has EFT information specified versus the other which does not. To access the EFT Bank Maintenance window:
If there is data specified here as you originally anticipated, close these newly opened windows and return to the Vendor Maintenance window. This brings us to the originally mentioned issue causing blank financial information to appear on your EFT file. While on the vendor card, check the Address IDs specified for different actions in GP as shown below:
If you find yourself always starting from scratch when creating custom VBA forms in Dynamics GP even though you've created other similar forms in the past, here's a little trick to save yourself some time:
1. Find a similar VBA form that you have already created and export that form to a package file using the Customization Maintenance window.
2. Browse to where you saved the package file and open the file in a text editor (such as Notepad).
3. Here you can do 2 key things that you can't do directly in Dynamics GP's VBE window. The first thing you can do is change the name of the form by simply doing a Find & Replace and changing the existing form name to the new name you want to use. The second thing you can do is change the Product ID. You'll notice that when you create a form in a standard Dynamics GP module, you can't use it in Project Accounting (or other add-on modules). By changing the Product ID at the top of the package file, you can make the form available in a different module. So if you originally created the form for the Customer Maintenance window (Product ID 0), simply change the Product ID to 258 to now make it available in Project Accounting.
4. Save your changes to the package file.
TSQL doesn't handle multiple transactions very well. In fact it doesn't handle it at all. So what do you do when you have nested stored procedures, all which require transaction handling?
TSQL has a built in function that will return the number of BEGIN TRANSACTION statements that have been called on the current connection.
@@TRANCOUNT
Using this you can choose whether to begin a transaction or not based on the value it returns. If it returns a number greater than 0 then you are currently in a transaction.
However if it returns a 0 then there were no other transactions and you are free to start one. The best way to do this is to set a variable that indicates if a transaction is needed, since when you start your new transaction and you try to check again when you need to do a rollback or commit, @@TRANCOUNT will not return 0 since you recently started a transaction.
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
Our Time and Expense Management System offered by WebSan Solutions Inc. allows the employee to easily include and process any expenses that he or she may incur on a company credit card, along with any expenses that were not processed through the company credit card.
This feature is great for the finance department, as they don’t need to do any additional work on their end to process the expense, or to make sure that the appropriate amounts get paid to the employee and the credit card issuer. All that work is done by the employee who incurred the expense.
When an employee is set up with a company credit card, all he or she needs to do when entering in an expense, is to select the option in the drop down box that is provided and the system automatically sets up payments in Microsoft Dynamics GP to be paid to the credit card vendor for the marked entries.
By: Matt Locke, Application Developer, WebSan Solutions Inc. a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.
It's a Friday afternoon, 3pm, going into a long weekend. You are already going to hit traffic heading up to the cottage if you leave now, however it won't be as bad as in a couple of hours. You just finished a modified SOP Blank Invoice Form and would like to import it into your client's production environment. As you click the import button in Customization Maintenance, your heart starts to race as you cross your fingers and pray that the REPORTS.DIC file is not locked by any users....and you get the "Unable to open customizations dictionary" message. The afternoon sun will have to wait until tomorrow.
When importing customized reports through Customization Maintenance, users accessing the reporting dictionary will need to log out of Dynamics GP to have the report import successfully. This can be a pain and a scheduling nightmare for users and yourself alike. "There has to be a better way!" Well, luckily, there is. If you have access to the REPORTS.DIC file found in the "Microsoft Dynamics/GP/Data" directory, then you can import the modified report straight from this dictionary file using Report Writer (this is assuming that you developed the report in a test environment and would now like to push it through to production). To do this, follow the steps below:
Step 1: Copy the REPORTS.DIC file from your test environment to a local or network shared drive that is accessible from the production server.
Step 2: Log into the production environment with 'POWERUSER' access and launch Report Writer (Microsoft Dynamics GP menu >> Tools> Customize >> Report Writer).
Step 3: Click 'Report', then click the 'Import' button:
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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
Want to learn more about Dynamics GP, enroll in one of our WebSan University courses. Course are instructor lead, contain certification tests & all students receive a certification of completion.
Our next course in August 29th from 1 - 5 pm.
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
Setting up EFT (Electronic Funds Transfer) to make payments within Dynamics GP 2010 is a useful feature many clients aspire to take advantage of. As with any organization from a small to large scale, manually writing cheques to make vendor payments is both time consuming and not efficient. As such, Microsoft has made the EFT process easily accessible for setup and processing to save time and make payments easier. Setting up and generating EFT at a high level requires the following setup within GP:
Important Notes for EFT Setup:
For more information on EFT processing within Dynamics GP including setup & configuration, contact
By: Praveen Parameshwaran, Application Specialist, WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist
In recent news, there has been an uproar amongst US companies regarding the NSA Prism Program.
It’s been said that the US government had direct access to data stored on servers of well-known companies; this news was leaked by whistle-blower Edward Snowden.
"The PRISM disclosures are damaging, and I think I'm prepared to speculate extremely damaging to commercial firms that have offered cloud and related kinds of services, and that do or would benefit from efficient cross-border data flows," says Philip Verveer, the former U.S. coordinator for international communications and information policy at the State Department.
With that being said, we at WebSan Solutions believe that everyone should have a right to have secure data.
WebSan Solutions Inc. has a SAS70/SSAE16 certified data centre, located in Toronto Canada. We can assure our customers our its data center operations meet the higher level of quality. Independent auditors review WebSan's processes, policies, and procedures and validate our security, availability, and operating integrity.
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
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
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
Want to learn how better management of billable hours can help you become more profitable? Contact us to get a free assessment of your financial accounting software!
OR
Want a Demo of Dynamics GP. Request one for free!
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
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