Implementing BC PST and PEI HST in Dynamics GP

As of April 1, 2013, the Government of Prince Edward Island is implementing the Harmonized Sales Tax (HST). The combined HST rate in PEI will be 14%, of which 5% will represent the federal part and 9% the provincial part. Further, the Government of British Columbia will be eliminating the HST and reinstating PST and GST on taxable services provided in British Columbia. As of April 1, 2013, you will be taxed GST at a rate of 5% and PST at a rate of 7%.

To create the ability to track these changes in Dynamics GP, one must utilize Tax Details and
Tax Schedules.  Tax Details identify specific taxes and their rate of taxation.  These are then assigned to & grouped on Tax Schedules for processing transactions in GP.  Tax Schedules can be assigned to Customers, Vendors, Items, etc.

Setting up Tax Details

  • Enter a Tax Detail ID and a Description.
  • It is important to set the Type properly as Tax Details can apply to either Sales (to a Customer) or Purchases (from a Vendor) exclusively.
  • Set a default GL Account to distribute tax transactions to in order to capture values in the general ledger.
  • Set both the Based On & Round values depending on the tax.  For HST & PST, these should be set to Percent of Sale / Purchase & To the Nearest Currency Decimal Digit respectively.
  • Set the Percentage for the Tax Detail.  For HST PEI, this is 14%.  For PST BC, this is 7%.

Setting up Tax Schedules

The Tax Schedule Maintenance window contains two list boxes:

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WebSan Saves the Day and Your Budget Helping You Become More Efficient by Using Their Web Based Time and Expense Management System

Save Money by Switching to a Cloud Hosted Solution

Do you manage your financial accounting using an on-premise solution? Are you spending a lot of money on licensing?

WebSan Solutions offers business the option of switching to a cloud hosting solution.  They offer faster deployment options when compared to on-premise.  You can save on licensing because you have access to your data through the web. No need to purchase hardware or software. You need to pay a low monthly fee, which helps you manage cash flow.

Frequently Asked Questions

WebSan Solutions Inc. is a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider. In their web-based time and expense management system, they have added the FAQ page to tackle commonly asked client inquiries. This new enhancement will reduce their IT costs and create more productivity amongst their clients. This system is very easy to use because of its simple design and user-friendly navigation.

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Phasing Out the Penny Using Microsoft Dynamics Great Plains

In 2012, the Canadian government announced in their Economic Action Plan that they would phase out the penny due to the cost of producing the penny, relative to their face value. February 4, 2013, was the last day that the penny would be made. One thing to note is that this change does not affect cheques or electronic transactions (e.g. Interac). With this change in effect, it’s estimated that it will save taxpayers $11 million each year.

On Microsoft’s Community Dynamics website, I came across a blog Angela Melhus wrote which is called “Phasing out the Penny in Canada”. For a B2B business, this might not be much of a worry because they would normally deal with cheques and EFT payments. But for some B2C business that have a store and accept cash that might be a problem.

In Angela’s blog, she gives you a step by step process to phase out the penny in your Dynamics GP system. Her instructions are very clear and she provides screenshots of the whole process. By the end of the last step, you should have written off of the penny.

Angel Melhus blog post:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/02/26/phasing-out-the-penny-in-canada.aspx

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Let Cloud Computing Improve your Business Productivity

The dictionary definition of productivity is: “the quality of being productive or having the power to produce”.  Some businesses prefer a structured environment while others prefer a flexible environment. But every business strives to be productive, efficient and proactive. The cloud computing movement has allowed businesses to free up time to focus on other aspects of their company.

Examples of ways that cloud computing can improve productivity:

The cloud offers flexibility

Your employees have more time to be productive and creative! No need to contact your IT department for access to different software and applications. You now have the ability to access services through the web on your own.

Improve communication amongst employees

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Determining the Best Reporting Tool for the Job

There is no doubt that Microsoft Dynamics GP offers a wide variety of custom reporting methods that can enable anyone in your organization to get real-time reporting quickly and easily – whether it be SmartLists, Linked Excel Reports, SQL Server Reporting Services (SSRS), or Management Reporter (MR). As a report developer, typically it’s not too difficult to find the data that you need for a given reporting request – instead, sometimes the biggest challenge is just figuring out which reporting tool to use when creating the report.  I’ve found that there are a few key questions you can ask that can immediately narrow down your options for you.

Will non-GP users need access to this report?

If your answer is “Yes”, then SmartLists are automatically out of the question, as these can only be accessed from within GP.

Will users need to run this report for various scenarios?

If your answer is “Yes”, go with either SSRS or Management Reporter – these are the only 2 reporting methods that allow “parameters” that the user can play with before running the report.  These parameters make it easy for the user of the report to run it for a specific scenario that suits their needs.

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Microsoft adds Skype to its CRM application

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.

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Reduce Overhead and Manual Work with WebSan Solutions Inc.’s Latest Release of its Time and Expense Portal for Dynamics GP.

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

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Resolving The "File not found: VBA6.dll" Error

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There are a number of recorded issues with Microsoft Dynamics GP 10.0 and 2010 when attempting to reference VBA code on 64-bit machines. Both Office 2010 and Crystal Reporting are known culprits in causing this issue to occur, as their installations update some system registry keys for VBA 6 incorrectly. Office 2010 references VB7, thus it should not be affecting keys it does not require. Registry Keys are used by the system as container objects, similar to folders, that can store values or further keys. If the value of a registry key is changed without the knowledge of an application that references its value, problems can arise. This would be the case for the VBA 6 file not being found.

I recently had a client of whom we were aiding implement an on-premise installation of GP and needed to deploy the software, along with any customized forms and reports we had designed, to a dozen workstations. After completing the deployment steps without any issue on the first three workstations, it was not until the forth that the system administrator eventually encountered the “File not found: VBA6.dll” error. The error can occur either on login to GP or when accessing custom VBA code through ‘Modifier’, if installed. Upon discussion, I was told that both Office 2010 and Crystal Reporting resided on the machine (Crystal was later removed, however the effects its installation has on registry keys can remain even after its removal).

To resolve the issue, there are two steps that need to be confirmed and/or completed to allow GP to properly reference the system dll:

(NOTE: Making changes to system registry keys is only advisable for advanced users, as incorrectly performing any steps can corrupt the system if care is not taken. Contact your system administrator for help.)
1. Ensure that Dynamics GP is not running.

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Report Writer Tricks #1: Copy Formatting from an Existing Report for a New Company

If you have ever created any customized reports from within Microsoft Dynamics GP, then you are quite aware of how reporting can be a useful tool in extracting the exact information needed to increase your productivity and make effective business decisions. While there are a number of different reporting methods that can be utilized (such as SQL Server Reporting Services (SSRS), SmartLists, and Word Templates), the most popular and basis for reporting within GP is Report Writer.

While exceptionally powerful, Report Writer is not the easiest application to operate without prior knowledge or experience. However, the following is a trick that one can use to have Report Writer work for you.

A few weeks ago, a client had requested a Purchase Order form for a new company that they had just recently added to GP. The formatting of the PO form was to resemble that of an existing company, the only difference being a change in logo in the top-left corner of the report. Should be easy. However, Report Writer will only allow two versions of the same type of report: either the original GP standard or the modified version. When a report is 'modified', it will print in place of the standard version of the report. Although there are both 'Copy' and 'Duplicate' options when choosing a report to customize in Report Writer, these secondary versions of the report will only be accessible through (Reports → Customized) within GP and cannot be printed or displayed, for example, from the 'Purchase Order Entry' window.

Luckily, the Purchase Order form has two documents types: the Blank form or Other form. This way, both companies can utilize their own type of purchase order form. However, if the client requests the POP Purchase Order Other Form to be a copy of the POP Purchase Order Blank Form, the latter having numerous formatting changes and functions created; the replication of this report can be a lengthy process. There must be a better way, right? Well, there is.

Through the (Microsoft Dynamics GP → Tools → Customize → Customization Maintenance) menu, you can export a package file of the report you wish to copy. Package files are XML formatted and contain all the modifications and fields used on the report. Due to their text-based nature, these files can be manipulated within a simple text editing program, such as Notepad, without ever having to access Report Writer itself. After exporting the POP Purchase Order Blank Form as a package file (the form we would like to replicate) we can open the file and copy all text between the Report “POP Purchase Order Blank Form” line and the closing </Component>line.

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The Essential Information for a Good ERP Quote

There are several different elements that need to be well thought-out in order to receive a good ERP quote. Enterprise Resource Planning by definition is a system that integrates information across a company using services such as: finance/accounting, manufacturing, sales, customer relationship management (CRM) and more. You want to make sure that you get a quote that’s in your budget, but you don’t want to sacrifice the essentials to stay within your budget either. Make some room in your budget for fluctuation and negotiation to ensure that you get the best quote.

Modules

There are a number of modules that are offered in an ERP system, it’s up to you to choose which ones best fit your company. For example if you are a consulting company maybe you only need CRM, Finance and the Sales module. Save money on modules that you don’t need and get the one’s that you do need. You have the option of getting standard or advanced modules. Advanced modules offer more variety of features but are usually used for larger businesses. There needs to be research done to explore what particular capabilities you need.

Number of Users

The number of user’s plays an important role when determining the price. It is important to have a firm estimate of the amount of user’s that you need. Plan in advance to avoid unanticipated cost and to get a more accurate quote.

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5 Common ERP Mistakes and How to Fix Them

Implementing a new ERP Software is a time for new learning experiences and challenges. There are some common mistakes that you want to avoid when implementing ERP software, remember this list so you can become a hero and not a victim of poor planning.

Mistake 1: Not selecting the right vendor

Browsing through a vendor’s website can’t determine if they are right for you. Call the company and speak with someone, this gives you the chance to ask questions about the company and their services. Don’t forget to ask for references so you can hear more than one opinion of the vendor.

Mistake 2: Not taking advantage of all the features that you are paying for!

For any kind of service you pay for, be mindful of what’s included. If you are unaware of a feature that you have but never use, just ask!

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Let The Power of Microsoft Dynamics GP Work For You

Still wondering what choosing Microsoft Dynamics GP ultimately means for your business? Our clients who have adopted Dynamics GP often mention terms such as Value Added, Productivity, Familiarity and Innovation within days of implementation and it’s easy to see why.

Exceptional customer experiences begin with the people who make your business possible. By providing these very people with the right tools to boost their productivity and in turn increase their value added activities, they will ultimately help your organization to achieve your goals and generate maximum return. These very tools are found in Microsoft Dynamics GP. Reducing administrative overhead and the redundant tasks costing your business daily only begin to describe the advantages your business will experience. Dynamics GP will justify your existing technology investments with its seamless integration capabilities and will help to streamline your business processes with a fast, easy configuration that doesn’t require writing any new code.

Who’s going to help you make this important transition in your business life cycle you ask? WebSan Solutions Inc. will help support your transformed business processes using Dynamics GP by providing you with exceptional support and training wherever and whenever  you need it. We work hard to understand your business and provide you with support solutions to once again ensure your business is optimizing its functional capabilities.

Contact WebSan Solutions Inc at This email address is being protected from spambots. You need JavaScript enabled to view it. to hear more about how your business can benefit from Microsoft Dynamics GP.

Praveen Parameshwaran is a Dynamics GP Support Specialist capable of assisting companies with a wide variety of business challenges.

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Updated Reconcile to GL Functionality in GP 2013

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.

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Microsoft Dynamics 2013 Released

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.

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.

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What Customers Can Look Forward to in Microsoft Dynamics Great Plains 2013 (Part 1)

The release is almost here! Business is growing and so is technology so look no further! Microsoft Dynamics GP is committed to helping you do this by delivering a widespread vision and solution for your business. In part 1 of this blog I will be talking about 3 features that you can look forward to in the upcoming release.

Take command of your business

Have access to Dynamics GP virtually everywhere. There will be a new web client so you can use and contribute to Dynamics GP anywhere, anytime. The business analyzer dashboard helps you gain access to key performance indicators, reports and important information.

What’s new about business intelligence is it now offers both full service and self-service users have more of an “out-of-the-box” Microsoft SQL Server Reporting Services and Microsoft Excel Reports.

Drive efficiency up while you drive costs down.

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WebSan Solutions Inc. an ERP Partner of the Year Finalist of the 2012 Microsoft Partner Network IMPACT Awards

WebSan Solutions Inc. announced that it has been selected as a finalist in the ERP Partner of the Year category for the 2012 Microsoft Partner Network IMPACT Awards. The tenth annual IMPACT Awards recognize excellence within the Microsoft technology partner community in Canada.

 “This year, we celebrate the 10th Anniversary of the IMPACT Awards, which recognizes the outstanding achievements of Canadian Technology Partners, such as WebSan Solutions Inc.,” said Mark Dodds, Vice-President of Small Business, Midmarket Solutions & Partners, Microsoft Canada Inc.  “Microsoft depends on our Partners now more than ever before as we enter a new era of cloud-based computing. Our partnership is pivotal to growth and success and we look forward to celebrating the commitments of our Partners this year at the IMPACT Awards gala.”

WebSan was chosen as a finalist in the ERP Partner of the Year for its Dynamics GP implementation of an Electronic Bank Reconciliation solution for Cash 4 You, a Canadian Retail Financial Services provider.

“We are pleased to receive this recognition for our efforts. We always focus on delivering tremendous value to our Clients through the implementation of the Microsoft suite of products, including Cloud and On-Premise Dynamics GP, CRM and Office”, states Andrew King, Managing Director.

WebSan, along with other technology partner winners and finalists in each of the award categories, will be honored at an awards ceremony at the new Four Seasons Hotel located in Yorkville, Toronto on November 13, 2012.

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Microsoft announces WebSan as a 2012 Impact Award Finalist

WebSan Solutions Inc. has been named a 2012 Impact Award Finalist for ERP Partner of the Year!

"We're thrilled with the recognition of our contributions to our Clients' successes and our position as the leading Canadian Hosted Dynamics GP Partner." stated Andrew King, Managing Director.

Here's a complete list of the 2012 Impact Award Finalists.

We'll find out November 13 if we won or not!

Stay tuned!

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Modern day time and expense management

Employees can work from home, the office or on the beach. Because of the IT cloud movement you no longer have to be confined to your desk. That doesn’t mean that less work gets done, it just means you have more of a flexible environment to work from. This can make you more efficient and manage your time better because you now have options. Generation Y is all about “multi-tasking” and being technology driven.  So it’s only logical to have employees enter their time and expense via internet/remotely.

According to Forrester Research , as of 2011, about 34 million people work from their residence occasionally. Forrester Research also predicts that the number of people who work remotely will nearly double -- to approximately 63 million people -- by the year 2016.With that said, the modern day time and expense management needs to keep up with this growing movement.

A benefit from an employee’s perspective is being worry-free about forgetting to enter an expense or time worked. If you come home and realized you forgot to enter your time, you can now go on the internet and enter it right away. Being able to enter your time or expenses as they occur increases accuracy.

A benefit from an employer’s view is that work can get done regardless of where their employee is. It’s now easier to capture your employees’ time and expenses. No more paper!

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WebSan Solutions beats hundreds of competitors to be a finalist at CDN Channel Elite Awards

We recently attended the CDN Channel Elite Awards Gala, and even though we didn’t win, were a top finalist. CDN Canada’s number one IT channel publication recognizes Canadian solution providers in ten categories. WebSan Solutions Inc. was nominated for “Best Small Business Solution”. This award honours partners that have 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. “The Channel Elite Award program demonstrates that Canada has a growing number of talented, innovative Solutions Providers that are capable of delivering solutions that help businesses of all sizes.” said Paolo Del Nibletto, editor of CDN.

We are very honoured to be nominated. Being recognized for our talents in this industry drives us to work harder and to continue to keep our customers satisfied.

CDN recognizes IT Solution Providers for their innovation, leadership and commitment to creating value for their customers.

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WebSan Solutions Inc. named as finalist; Best Small Business Solution at CDN Channel Elite Awards

WebSan Solutions Inc. has been named a finalist in the Best Small Business Solution category for this year’s CDN Channel Elite Awards. http://www.itbusiness.ca/cea/home.html

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’s Channel Elite Awards recognizes IT Solution Providers for their innovation, leadership and commitment to creating value for their customers.

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

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

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Microsoft Canada Impact Award

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