In today's era of technological advancements, cost constraints, and demanding customers, cloud-native finance applications have become vital tools for companies striving to stay competitive. In an environment that demands nimbleness and flexibility, cloud-native ERP software is more crucial than ever. It provide the capability to adapt...

For years, organizations have been on the quest for a financial management Holy Grail—a single source of truth for accurate reporting and budget planning. However, the reality is that financial information often resides in disconnected spreadsheets and applications, leading to cumbersome and time-consuming data management.

According to Gartner's research, human error in finance functions leads to approximately 25,000 hours of avoidable rework, costing around $878,000 per year. This conflicts with the drive for organizational efficiency that most modern businesses prioritize. If improving employee productivity and performance are the primary objective for...

As companies undergo digital transformations, they amass vast amounts of operational and customer data. By collecting this information, leaders and teams gain valuable insights they can utilize to make better decisions. Consequently, the adoption of visual reporting is on the rise. Many organizations are now piloting or utilizing visual...

In today's intricate threat landscape, CFOs and their finance teams find themselves at the epicenter. Unfortunately, vital information is often scattered across disconnected databases, hard drives, and software applications. These teams resort to exporting data into spreadsheets and sending them as email attachments within the...

Many clients using Microsoft Dynamics GP & SL realize it is important to do their due diligence when it comes to evaluating other ERP solutions. If you are currently doing so, one solution that should be on your radar is Sage Intacct.

As Microsoft has rolled out their Lifecyle policies for Dynamics GP and Dynamics SL, moving to cloud-based solutions has become more frequent. But many clients are not ready to make the move - their Dynamics solution has worked well for several years and migration to a new ERP solution is a large undertaking. At the same time, they would...

If you are a Dynamics SL or Dynamics GP user looking to upgrade your ERP system, you are well are of Microsoft Business Central. Business Central is Microsoft's cloud-based ERP solution designed for small and medium-sized businesses. While it has many benefits, it is important to understand what it means as it relates to your current on...

Many clients of ours have used Microsoft Dynamics SL for the accounting needs for decades. In addition to have solid financials, Dynamics SL has a very solid track record of adding new functionality, and being an intuitive and powerful system. Now that Microsoft has announced the end of support for Dynamics SL in July 2028, many of our...

Users of Microsoft Dynamics SL have a strong loyalty to the software and it really is no surprise. In addition to have a long track record as a solid and stable platform, Dynamics SL has added strong functionality over the past 20 years while becoming easier to use. We at Intellitec would show new releases at our User Group events and...

Microsoft has released their year-end updates for 2021, and as was the case last year, there is some significant information you need to be aware of

Last year, with Microsoft Dynamics SL 2015 reaching the end of mainstream support, many Dynamics SL clients were looking for alternatives for the critical updated they need. A number of our clients turned to Plumbline Consulting for the updates needed to operate in 2021. As the calendar turns to 2022, one of the great unknowns in...

A question we commonly hear from Senior Living facilities is: How do we know it is time to move off our all-in-one solution when it comes to Financials? In our experience, when a facility is so much as asking the question, that probably means the time to evaluate is now. While each facility is unique, there are common themes we see among...

Microsoft has recently published an updated Lifecycle for Dynamics GP, showing the plans for the product many years into the future. This notification reinforces the commitment Microsoft has to the Dynamics GP product and provides direction to customers as they navigate through the decision of upgrading to the current release of...

“Our CRM Solution met all our needs right out of the box”

Intellitec Solutions is extremely excited to share a new program that is uniquely designed to address many challenges being faced by senior living facilities. Our QuickStart for Senior Living program has been developed to fast track your journey to cloud-based accounting and to do so with fixed fee pricing.

Having built a large and loyal client base of 35 years, we are fortunate enough to be hosting our 18^th annual User Group this coming May. We have seen clients attend and gain value for quite a number of reasons. As we approach this years virtual event, we are making a series of posts discussing the 5 main reasons our clients have told us...

Intellitec Solutions has hosted Client User Groups since 2004. Along the way, we have seen many clients benefit from the experience in a variety of ways. As we prepare for our 18th Annual event, we thought we would share the 5 main reasons our clients have told us they benefited from attending. Already we looked at making the most of...

Intellitec has become aware of an issue with updating Windows (March 2021). Several clients have reported running into issues after the updates, and it apparently is affecting both Dynamics SL and Dynamics GP. Microsoft is aware of an ongoing issue with the following Windows Updates (all from March 2021):"KB5000808""KB5000809""KB5000802"...

Intellitec Solutions has hosted Client User Groups since 2004. Along the way, we have seen many clients benefit from the experience in a variety of ways. As we prepare for our 18th Annual event, we thought we would share the 5 main reasons our clients have told us they benefited from attending. 

One of the key benefits to cloud based software is the automatic updates. Across the Microsoft family of software, the automatic updates reduce risk, improve system supportability, and make the new feature tempo smoother and more predictable. To stay in sync with other Microsoft products, Dynamics 365 Sales pushes new updates frequently,...

Microsoft Dynamics SL 2020 year-end updates anticipated release date is the week of December 21st for clients running SL versions 2018 and newer. The most important item to note is that 1099 MISC is no longer the instrument for reporting Non-Employee Compensation (NEC). The government has a new form required for 1099-NEC.

We recently published two blog posting around how companies take advantage of Microsoft Dynamics 365 Business Central to streamline their work processes. We showed you how company owners rely on it as an all-in-one business management solution that helps manage financials, sales, and operations easier.

If you own a business, you know your company from the ground up. You know your customers, your vendors, and you're involved in the day-to-day operations. But the bigger your enterprise gets, the more complex your business processes have become. Every email you receive is going to add up to something on your to-do list, which often...

In a recent blog, we indicated the 1099 electronic filing requirements would change for tax year 2020 to a threshold of 100 forms instead of 250. The IRS released an update in late August that they will not make the change for 2020 and will post updates on their site if they elect to make the change for 2021 filings.

To stay competitive, companies need to take advantage of tools and resources that streamline their work processes. Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps manage financials, sales, service, and operations easier and faster from day one.

As you may be aware, in 2020, the IRS has made a form change for 1099-MISC. Non-employee compensation will now be recorded in box 1 on form 1099-NEC instead of 1099-MISC box 7. The form 1099 has also been redesigned.

Running a senior living facility requires adhering to a number of regulations, one of the most important of which is the Health Insurance Portability and Accountability Act, commonly known as HIPAA. Depending on the nature of your operations, you may need a HIPAA-compliant financial system today, or at a minimum, you may need one in the...

Microsoft released a security update for Office in early September. This update interferes with Microsoft Dynamics GP’s functionality to email word documents to vendors or customers. For instance, if you use feature to email purchase orders, remittances, invoices or statements, you will be affected. Microsoft Word updates are...

The IRS has recently released a draft of a new form, Form 1099-NEC, which will be used to report payments for Nonemployee Compensation paid in 2020. Payments made prior to 2020 have previously been made using Form 1099-MISC, box 7, Nonemployee Compensation (NEC).

It’s that time of the year again, preparing for Year-End updates for your Microsoft Dynamics SL system. In most years, the key processes updated are typically Payroll W2’s and AP 1099’s. This year, there is a big change for the 1099’s that will require more than just modifying the 1099 report. Some of these changes are:

If you are like most Dynamics ERP clients, you are using Microsoft Office 365 for your email and business productivity suite. As a Tier 1 Cloud Solution Provider, Intellitec Solutions can manage your Office 365 licenses for you, at the same cost you are paying currently. This is especially important for clients that purchased their...

Imagine your business has a new sales opportunity. Different teams need to work together to build a presentation to capitalize on the opportunity. If your business applications work in silos, it's up to individual employees to compare and consolidate feedback. Additionally, it can be very difficult to ensure everyone is working in the...

The healthcare industry has been experiencing exceptional change, which has caused many finance leaders to to evaluate their forecasting and reporting. As organizations navigate the crisis, they need strategies to re-ignite growth. A key part of that is staying on top of the clinical, financial, and operational data that can used to make...

Whether you are new to using Microsoft Dynamics SL as your organization’s ERP solution, or are an existing customer that has recently upgraded to a new version of Microsoft Dynamics SL, you may not always be aware of the functionality that you have. One area we have found is the number of clients who spend an exhaustive amount of time...

The changes to our country with the COVID-19 crisis is unlike anything we have encountered in quite some time. What seemed unthinkable just a short while ago has become the new normal in just a matter of weeks. In the business community, that has created a need to shift very fast, adjust to very a very different way of operating. We...

As more and more of our clients are working remotely, we are seeing an increase in support calls. These support requests either come from the client or their IT services provider and usually after they have setup a new work station or configured a new server. The Dynamics GP or Dynamics SL system is not functioning and their accounting...

This has been a period of extraordinary adjustment as businesses try to navigate through the impacts of having staff that suddenly needs to work remotely. While the occasional work from home day is nothing new, having an entire workforce become a virtual organization creates new strains. As finance professionals using Dynamics GP or...

In this post, we will discuss you how to do an import into the general ledger in Dynamics 365 Business Central, using the Edit in Excel function. The first thing you will want to do is go into finance and general journals, then select the template you want to use.

Let say you need to import a payroll transaction. You will enter a salary...

Businesses that operate different lines of service will at times have a separate Chart of Accounts for separate companies. For instance, a business may distribute parts that they also provide service on, and have separate companies for each. The Distribution company would perhaps have a separate Chart of Accounts from the Service side.

Businesses today are looking for a competitive edge where ever they can. Increasingly, we find leaders of organization telling us that their current accounting package is holding back growth. They tell us they need to automate some functions that currently have to be done in Excel. They would like to generate better dashboards, and have...

One of the benefits of using Microsoft Dynamics 365 Business Central is the ease of use to do common tasks. In this post will take a look at how to enter a journal transaction, using the simple look-up features. To enter a journal transaction, you first will want to click on the Finance tab, then navigate to General Journals (tip: if you...

When speaking with businesses evaluating Sage Intacct, a question we usually hear is "How many Dimensions come with the software?" This is not surprising – Sage Intacct’s Dimensions are one of the more well know and popular features, and many time businesses have heard of the great feature prior to speaking with a partner.

As part of our ongoing series on Microsoft Dynamics 365 Business Central, this post will take a look at how to enter a chart of accounts in the software. There are two ways that you can start your entry. The first is that you can simply click on finance and go to the chart of accounts. The second way is to go to the search menu and type...

Sage Intacct has their Quarterly Release scheduled for the evening of Friday February 21, 2020. While logged into Intacct, you can click on the Home Page and view the Release Notes and even watch some release videos to learn more.

Operating a multi-entity organization across requires a flexible financial management system. Some ERP solutions achieve this through expensive add-on software tools and manual processes. Sage Intacct provides a foundation to handle complex multi-entity operations in real-time - even if those entities are all in different states. This...

In this post, we will take a look at the steps to access your general ledger setup card in Microsoft Dynamics 365 Business Central. The steps outlined are part your general ledger set up. The first step is to go to the search tab in the upper right and type “General Setup”. Then pick the “General Ledger Setup” from the options listed....

One of the many benefits of Sage Intacct is the ability to have immediate visibility of your financial health through built in dashboards that allow a view of key performance metrics. By “immediate visibility”, what we mean is you can get current, up to date information about your entire organization in an easy to view format. Say, for...

General navigation in Microsoft Dynamics 365 Business Central is driven by the actual security role of a user. For instance, you may be signed in as a business manager. Your menu will look very different then the menu a relationship manager or a general a team member would see. For example, if I you wanted to look at the finance areas,...

This infographic highlights five tell-tale signs that demonstrate when a business has outgrown its accounting software. For example, siloed systems, complicated reporting, and duplicate entries are just a few of the symptoms to watch out for. What's more, learn how to grow beyond the limits of accounting software and how to start a free...

Over the past decade, the level of business complexity for senior living facilities has increased dramatically. Delivering compassionate, attentive and respective care to residents in a cost effective and efficient manner is challenging without the support of a strong technology infrastructure. Upgrading technology allows leaders of long...

Within this digital marketing environment, relationship marketing is the name of the game and customer relationship management (CRM) is the method. With its ability to break down silos and offer insights across multiple functions, CRM is helping companies provide a cohesive and well-coordinated experience to customers. Check out this...

If you are using Dynamics GP or Dynamics SL for your accounting, you are surely familiar with Dynamics 365 Business Central, the fully cloud based ERP solution from Microsoft. In all likelihood, you also have many questions around what it means for your current Dynamics set-up, and what a migration to Business Central would entail. You...

Delivering a personalized customer experience is important for any business. Customers want to know they'll be taken care of, and it's up to every business to communicate that message. With a solution like Dynamics 365, you can empower your agents with artificial intelligence‒derived recommendations to ensure they can act fast, save time...

Intellitec Solutions has hosted Client User Groups since 2004. Along the way, we have seen many clients benefit from the experience in a variety of ways. As we prepare for our 16th Annual event, we thought we would share the 5 main reasons our clients have told us they benefited from attending. 

Whether you are implementing a new ERP package or upgrading to a new version, make sure you have a plan in place that lays out the roles of those involved in the project. The key point you will need to be successful are:

Microsoft Dynamics SL and GP are both great software packages with a lot of functionality right out of the box. In a perfect world, you would not need to do anything beyond install and keep it up to date, and all your business needs would be met. But of course, there will always be situations in which some customization will be required....

Most software solutions have an option for a cloud based offering, and certainly that is the case with ERP. But while there is a growing trend to move traditional on premise based ERP software towards a hosted set-up, make sure you do not confuse these with a true cloud based solution like Sage Intacct or Dynamics 365 Business Central.

In PwC's 21st CEO Survey, it was revealed that, “there are some pressures that healthcare CEOs are feeling more acutely than their peers from other industries. For example, a majority of healthcare CEOs agree that they are facing increased pressure to show business results under shorter timelines, higher than the global average.”

A lot of attention has been focused on Dynamics 365 Business Central – the fully cloud based ERP solution from Microsoft. The integration to Office 365 and other line of business software make it a great solution for any growing or mid-market business. But users of other Microsoft Dynamics products are often confused as to what Business...

Many companies today look to 30 day free trails as a way of evaluating software before purchasing. This is certainly true for Microsoft Dynamics 365 Business Central – and with a good reason. Business Central has an intuitive look and feel, so it is very easy to quickly jump right in and see how the functionality works. But if you are...

In a blog titled “3 Data Insights Every CEO Will Want to See,” PointClickCare (PCC) shared survey findings revealing that the biggest hurdle for executives of CCRCs was having access to more meaningful data that can be used to drive better decision-making across their business. Perhaps, not surprisingly, the most important data pertained...

Nearly all businesses today utilize cloud based applications for some, if not most of their line of business software. If you are using Dynamics GP or Dynamics SL and have it on your own in-house servers, you probably have considered moving it to some sort of hosted/cloud based environment. This post takes a look at why moving to a...

As a leading provider of General Ledger and ERP solutions for Long Term/Post-Acute Care facilities, Intellitec Solutions has been proud to assist over 450 locations make the best use of their accounting technology. But first and foremost, we see ourselves as a VAR, or Value Added Reseller. In fact, one accolade we always take great pride...

Do you feel like you need a new accounting system, but the thought of implementation is daunting?

This past fall Microsoft released Dynamics GP 2018 R2, and it has several great new features that clients have been asking for. Here is some of the key functionality, and what users can expect. 

It's that time of year again, when you need to close the year in Dynamics SL. In this post, I am going to go through the different steps that you will want to take, and allow you to compile a good list of what you will want to balance out before you close.To begin, year end is probably a good time for your IT staff to test the back ups...

I am all about productivity. I love streamlining tasks in order to not only get more done, but reduce the number of errors throughout a process. There are so many great productivity tools. I’m sure you could think of a few.

The Fitch Ratings September 2018 report cast a positive assessment for the continuing care retirement community (CCRC) market over the next year.  In its sunny outlook, Fitch cited that stable entrance-fee collections and robust marketing efforts have contributed to strong operations. The report did warn, however, that “…heightened

Businesses using Microsoft Dynamics 365 for Sales can have data sync Dynamics 365 Business Central for order processing and finances. This gives the ability to have access to Sales data from Business Central and

Today I'm going to show you how to make a back out and correcting journal entry. Let's say, for example, that you created an entry, and you accidentally posted it to the wrong period. There's a...

In this blog series, we covered how Sage Intacct can help streamline the reporting senior living facilities need to generate. We also discussed how Dimensions can help slice and dice your data to generate those reports. The next area we would like to discuss is how Sage Intacct can help

In our last blog post in this series, we talked about reporting. Again, reporting is probably the number one reason why facilities are looking for a new ERP system, they want a modern accounting system with modern reporting tools. One of the things we help our clients utilize is a

A look at how you can configure the report center in Sage Intacct to create reports using Dimensions. This video is a must watch for any Long Term Care Facility or Non profit considering...

Reminder - The filing deadline for 2017 W-2s and 1099 forms (including Form 1099-MISC and electronic filing) is January 31, 2018. This applies to both paper and electronic filing.

If you are required to file Affordable Care Act documents, please note that the deadline has been extended.  You have until March 2, 2018 to

We have been working in the long term care industry since 2005, and we have over 500 facilities around the country using our services currently. A common thing we see is facilities that come to us after they have been using a solution for 10 years or more and they're not able to

This video will show about field level security in Microsoft Dynamcis GP

At Intellitec solutions, we’ve been working with ERP and CRM solutions for over 30 years now. But what really sets us apart is what we like to call the Intellitec difference. Now what do we mean...

If you are a marketer, your inbox is probably inundated on a daily basis with offers for you to purchase distribution lists containing email addresses. These list vendors claim they have people looking for exactly the product or service you sell, all you have to do is purchase the list.

Content marketing – the idea of creating relevant content your customers and prospects will want to consume – is increasingly becoming popular. As marketers look to find ways to capture and engage web visitors, creative content is fast becoming a  top priority. Here are four mistakes to avoid as

A question we are often asked as an Intacct partner is what exactly is the Dimensional Reporting capability in Intacct? Is it a different approach to the report writing functionality all ERP packages have, or does Intacct have something...