Employers Have More Time to Provide Information Forms to Covered Individuals

Posted by Sandy Kylliainen on December 6, 2016 in Dynamics GP, Intacct, Dynamics SL

The IRS has issued new guidelines around 1094 and 1095 filings. While there have been no changes to the dates those returns must be filed, they have made changes to dates that employers are required to provide statements to individuals.

The chart below illustrates these changes. This information for reference purposes only,

7 Steps to Closing Dynamics GP Right

Posted by Tom Rogers on December 5, 2016 in Dynamics GP

Closing the calendar year is important, so it is critical you have a plan in place to ensure you do it right the first time and with as few hassles as possible. Before you close 2016 in Dynamics GP, take a few moments to make sure you have addressed these 7 key

A client brought us candy today. Really.

Posted by Tom Rogers on December 1, 2016 in Dynamics SL

We held our semi-annual User Group for Dynamics SL today, our 13th one. We had a great group of clients in attendance, fantastic presentations by our staff, and a good amount of networking between our clients. The day was a typical success – with one rather unique difference. One of

2016 Affordable Care Act reporting

Posted by Tom Rogers on November 30, 2016 in

While the recent election has made the future of the Affordable Care Act uncertain, the fact is it is in effect for 2016, and there will be no changes. There are however, new requirements that were not in place for 2015 – so now is a good time to make sure you

Dynamics SL 2016 Year End Updates

Posted by Lucille Pileggi on November 21, 2016 in Dynamics SL

Two things you need to know for the Dynamics SL 2016 Year End.  One, each year there is a year-end update that comes out in earlier December.  This update includes any changes to the 1099 and W-2 forms and electronic media for that year.  This year, there are no

Import Data to Microsoft Dynamics 365

Posted by Tom Rogers on November 17, 2016 in Dynamics 365

With the November 1st release of Microsoft Dynamics 365, there is a lot of excitement in the market, and a strong desire to take a look at what the functionality will be. Previously, we have discussed what Dynamics 365 is going to be, and what some of the changes are for people

Staying with your outdated ERP because of that one “awesome” feature?

Posted by Tom Rogers on November 9, 2016 in Intacct

Many times, we see companies that have an outdated or otherwise inefficient ERP solution, but feel they cannot switch because there is one key element of that software they really would miss. And this is certainly understandable – key functionality that makes the day to day tasks easier is what

Easy steps to pull up a copy of an invoice in Intacct

Posted by Vicki Dash-Slesinski on November 8, 2016 in Intacct

With Intacct, you can easily view a copy of an Invoice from the Vendor List screen.

First, you have to create the bill and attach document as shown below:

That then gives you the ability to later drill down to the Invoice.  Use the Vendor List View to

Filtering Activities in Microsoft CRM 2016

Posted by Dana Thomas on October 18, 2016 in

Microsoft CRM 2016 gives you the ability to pull up an account and view all activities in the social pane. From their you can filter as if you were using Excel. This video shows how

New Search Functionality in Microsoft CRM 2016

Posted by Dana Thomas on October 14, 2016 in Microsoft CRM

You can now search multiple fields in with one search. This short video shows you how 

Microsoft Dynamics 365 – what is it?

Posted by Tom Rogers on October 7, 2016 in Dynamics 365

Microsoft Dynamics 365 will soon be released, and is creating a lot of buzz. As a Microsoft Dynamics partner, we have seen previews of the direction the software will take. And while nothing has been finalized – and as such, nothing can be guaranteed to be a feature – it is

Create New Fields in Microsoft CRM to track information

Posted by Dana Thomas on October 5, 2016 in Microsoft CRM

Microsoft CRM out of the box is configured to track key account and contact information. But what is you want to track a unique piece of information that is not listed? You can easily modify scree in Microsoft CRM without changing any underlying source code. With a few clicks, you

What is Intacct Dimensional Reporting?

Posted by Vicki Dash-Slesinski on September 12, 2016 in Intacct, Videos

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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...

Custom reports made easy with Intacct – AP, AR and Purchasing

Posted by Tom Rogers on September 2, 2016 in Intacct

Nearly all mid-size companies face significant challenges when it comes to gaining visibility into their transactions.  Standard on-demand reports generated by accounting out fo date by the time they are pulled together and disseminated -  making it difficult to make business decisions cannot based on the information contained

Intacct Fall Release 2016

Posted by Vicki Dash-Slesinski on August 22, 2016 in Intacct

I wanted to remind all of our clients that Intacct is scheduled to release the quarterly update Friday evening,  August 19, 2016.   You can click on the Home button to locate details on this release.

In addition, Intacct has provided a number of videos illustrating these

Just what does the cloud mean for your business?

Posted by Tom Rogers on July 28, 2016 in Intacct

Businesses researching cloud software are confronted with an array of confusing or unfamilar terms: multi-tenancy, SaaS, PaaS, API’s, and so on. It can make it difficult to understand just what the value is for having your ERP in the cloud using a solution like Intacct. So what does

Common mistakes when getting a 30 Day Trial of Intacct

Posted by Tom Rogers on July 14, 2016 in Intacct

Many businesses that are evaluating a cloud ERP solution take advantage of Intacct’s offer for a free 30 day trial. There are many good reasons to do so, as it is a cost effective way to take a first-hand look at the software. But if you are making a 30

3 Reasons to Use a Microsoft CRM Partner

Posted by Tom Rogers on July 13, 2016 in Microsoft CRM

In years past, Microsoft CRM software had to be purchased through a Value Added Reseller – businesses could not buy it directly from Microsoft. Those days are long gone. Now a company can go online and purchase directly from Microsoft – in some cases, the process is as simple as

Notices on Microsoft CRM Online - pay attention to them

Posted by admin on July 11, 2016 in Microsoft CRM

As a Microsoft CRM Online user, Microsoft will regularly send your organization updates around security, performance, and availability, as well as new features and functionality. For each of these activities, your CRM admin for your organization receives the email notifications.

It is important to pay close attention to these notices

What does it mean to be in the Cloud?

Posted by Tom Rogers on July 7, 2016 in Intacct

Ask 10 different people what it means to have your accounting in the cloud, and you are likely to get 5 or 6 (or perhaps 10!) different answers. Some will say if the software is hosted elsewhere, it is cloud based. Some say that it must be subscription based as well to be considered

Gowing businesses should look at Intacct

Posted by Tom Rogers on June 22, 2016 in

For decades now, large corporations have seen stagnant growth on the whole, while small businesses have added millions of new jobs. That means that if you are a small or mid-size business, what once worked may not cut it anymore if you are looking to keep pace with your competitors. If you can’t meet your customer’s expectations,...

There Is An Easier Way To Manage Your Nonprofit And It Starts With Technology

Posted by Tom Rogers on June 8, 2016 in

Running a nonprofit is certainly not easy; however, it’s often made harder by the technology at hand.  With inconsistent income and limited funding, many nonprofits put off investing in stronger business solutions.  Today’s technology isn’t as cost-prohibitive as it may have been in the past.  On the contrary, without the right...

Don’t Get Buried In Technology. Manage A Successful Nonprofit Instead

Posted by Tom Rogers on May 24, 2016 in

Nonprofit organizations should be focused on the mission and serving the membership, not bogged down by technology.  With limited budgets, many nonprofits simply can’t afford an IT team to manage the hardware and software needed to run the organization.  A cloud-based management solution can support your operational needs, your budget,...

Use SmartConnect for difficult integrations to Dynamics GP

Posted by Tom Rogers on May 18, 2016 in

More and more, we come across client with complex need around integrating Dynamics GP to other software needed to run their business. Usually it is the case that they need the 3rd party performs a crucial accounting task, like Medicaid billing for instance, that must be done outside of GP. But while it is done outside of GP, the task...

Streamline Grant Management And Gain Financial Insight

Posted by Tom Rogers on May 13, 2016 in

Most nonprofit organizations rely on grant funding from foundations or other government sources.  The process for earning this funding is challenging to begin with and gets even harder with each grant approval.  The spending for each grant project must be closely monitored and often reported, in great detail, to granting authorities. ...

Nonprofits Can Stay Connected With The Team Anywhere, Any Time

Posted by Tom Rogers on April 8, 2016 in

Most nonprofits are focused on providing programs or services to their membership, the community, or the industry that they serve.  In many cases, to fulfill the mission, your staff and volunteers need to be in the community, at special events, or may even work from home.  Stay connected to your team and allow anywhere, anytime access to...

Creating Reports in Intacct using Dimensions

Posted by Vicki Dash-Slesinski on April 4, 2016 in

A customer came to us recently with an urgent need. They were facing an audit, and at the last minute needed to generate a report that would show revenue by client, aggregated by GL Account Group, broken out on a monthly basis.

New Due Dates for Filing Forms 1095-B, 1094-B, 1095-C and 1094-C

Posted by Tom Rogers on March 25, 2016 in

Please note, this information is accurate as of December 29, 2015, and is provided for educational purposes. Please refer to IRS page for updated information:

Don’t Let Data Become A Distraction From The Nonprofit’s Mission

Posted by Tom Rogers on March 23, 2016 in

Nonprofit organizations have a lot of data to track, particularly financial operations.  However, when using spreadsheets or entry-level accounting software, your staff must handle data repeatedly, putting accuracy and reliability at risk.  Redundant data-entry can also be a distraction from mission-critical tasks.  Don’t let data...

Can ERP Software be DCAA Complaint?

Posted by Tom Rogers on March 18, 2016 in

Do a search for government contracting software, and you will find quite a few ERP software solutions that claim to be DCAA compliant. Take those claims with a grain of salt; the reality is that there is no way software can be DCAA compliant right out of the box. On top of that, the DCAA very clearly state that they do not recommend...

Nonprofits Looking For An Easier Way Can Find The Answers In This eBook

Posted by Tom Rogers on March 10, 2016 in

If you work for a nonprofit, chances are good you’ve uttered the phase “there has to be an easier way.”  Nonprofit organizations are known for working with inconsistent income and, with a steadfast focus on the mission. Spending and investing in the organization has its limits.  As a result, many nonprofits utilize bare-bones basic...

2016 Federal forms - recipient and IRS e-file deadlines

Posted by Tom Rogers on March 2, 2016 in

Make sure you have these date on your calendar so you don’t miss any important deadlines when preparing and filing documents 1099.

Automate revenue management with Intacct

Posted by Tom Rogers on February 26, 2016 in

Many nonprofits, like membership associations and faith-based organizations, bill members and recognize revenue on different schedules. Managing those schedules manually is complex and time consuming. Spreadsheets that amortize revenue paid in advance over the year are cumbersome and prone to errors. In addition, today’s donors and...

Nonprofits can reduce data entry with Intacct

Posted by Tom Rogers on February 17, 2016 in

Nonprofit leaders always hear the phrase “There must be an easier way.” No one working for a nonprofit expects it to be easy, but the business management systems that most organizations use can make day-to-day operations far too complicated and cumbersome.

Dynamics GP - Allow Account Entry

Posted by John Grebe on February 15, 2016 in

Are you having issues with your control accounts not reconciling to their corresponding sub-ledgers (Cash, Accounts Receivable, Accounts Payable, or Inventory)?  Are users making journal entries to the control accounts in error, causing the sub-ledgers to be out of balance to the general ledger? 

Integrate Long Term Care Admissions with Accounts Receivables

Posted by Tom Rogers on February 5, 2016 in

Senior Living facilities have capture critical financial information while tracking census and other clinical information. So the question they face is, what is the best way to have that information flow to their billing and accounts receivable software? Many clinical software packages do contacting accounting modules, but those often...

Before you customize your ERP, make sure you have a plan in place

Posted by Tom Rogers on January 25, 2016 in

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. In reality, there will always be situations in which some customization will be required....

Nonprofits should take a look at Microsoft CRM for tracking grants

Posted by Tom Rogers on January 13, 2016 in

A client of ours came to us recently with a dilemma. They needed to track a variety of tasks related to their grants. For instance, they needed to know when reports for the grants are due, key information on the grantor, what the grant supported, and who the related parties are. They were tracking this in Word and Excel, but felt...

ERP consultants are not tax advisors – here’s why

Posted by Tom Rogers on January 7, 2016 in

At this times of year, we get many questions regarding issues such as year-end, generating 1099’s and W-2’s, and other payroll related questions. Add in the fact that the Affordable Care Act has many changes in store for 2016, and the number of questions we have seen from clients has gone way up.

Year End Closing Best Practices for Microsoft Dynamics

Posted by Tom Rogers on January 4, 2016 in

Closing the year in Microsoft Dynamics GP or SL can be a challenge. There can be upwards of 50 steps to perform, and with the holidays right in the middle of it all, key staff may be out on certain days. So what is the best way to ensure that year-end is not stressful? The first step is to make sure that your months and quarter ends...

Was Stonehenge the first ERP System?

Posted by Tom Rogers on December 21, 2015 in

It’s December 21st - Happy Winter Solstice Day. The Sun is at its lowest point in the sky in Northern Hemisphere. That means, among other things, that the sunrise today will line up at just the right spot at Britain’s ancient Stonehenge monument, which is aligned perfectly with the sun angle of the summer and winter solstices. Not...

Upgrading ERP for a government agency is a challenge

Posted by Tom Rogers on December 17, 2015 in

Implementing a new accounting solution is a difficult task for any organization, but it can be particularly so for government and municipal departments. As such, public sector organizations need to do a great deal more planning then private sector business.

Before you customize your ERP, make sure you have a plan in place

Posted by Tom Rogers on December 9, 2015 in

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. In reality, there will always be situations in which some customization will be required....

Questions to ask your Cloud ERP Provider

Posted by Tom Rogers on December 2, 2015 in

By now, most companies have a good understanding of what it means to have applications in the cloud. But when it comes to ERP, many companies still have questions on what the benefits are and what exactly they can expect. If you are evaluating moving you ERP to the cloud, here are a few things you should ask your Cloud provider:

Most common issues with Dynamics SL year end

Posted by Tom Rogers on December 2, 2015 in

Some of the question that are very common, and we receive on a weekly basis through December and the end of January. We get a lot of people who will call in a panic because they didn’t close the 1099 calendar year, and when they go to cut their checks and try to use a January date, they get a message. Make sure you go in and close...

5 things Long-Term Care organizations should look for in a new accounting solution

Posted by Tom Rogers on November 25, 2015 in

Upgrading to a new accounting solution is a difficult task for any company, but it can be especially true for long term care facilities and their unique challenges with integration to their clinical management solution. Below are the top 5 things you should consider of you are a LTC provider, and are looking for new ERP software:

Create custom financial reports that allow you to take action

Posted by Tom Rogers on November 24, 2015 in

These days, all ERP packages have a report writer of some sort that allows for the creation and dissemination of financial reports to various users and stakeholders. While these systems can be easy to use at first glance, the difficulty can be if the report writer isn’t flexible enough to allow for the creation of information that...

4 Factors That Determine the Cost of Microsoft Dynamics

Posted by Tom Rogers on November 18, 2015 in

A common question we are asked by companies looking to implement Microsoft Dynamics is “How much is this going to cost?” In many cases, it comes up early in the very first discussion we have, which makes sense from the client’s perspective for a number of reasons – budgetary purposes, comparing firms, etc. The problem is, it is fairly...

Technology has changed in the last 10 years - has your ERP kept up?

Posted by Tom Rogers on November 10, 2015 in

In 2005, Wired magazine published an article about how far the Internet had come in 10 years. The changes they listed were astounding, and the article did a fantastic job of detailing how the internet exploded beyond the wildest dreams anyone had in 1995. The key take away from that article was that technology was advancing, and that...

Plan your Dynamics GP Tax Update now

Posted by Tom Rogers on November 5, 2015 in

If you are using Microsoft Dynamics GP for your payroll, now is the time to work with your partner and schedule a time for your Tax Year End Updates.  This year, Microsoft will release the updates for both Dynamics GP 2013 and GP 2015 the last week of November. As these are the only supported versions, they are the only ones that will...

Make sure you pick the right consulting group to implement your ERP

Posted by Tom Rogers on October 30, 2015 in

A common theme among businesses researching the right ERP solution is that they try to find out as much info as possible without the aid of any implementation partners. It may not always be the best idea – but regardless, it is the way many companies are doing this task. This is increasingly easy to do by looking at company research,...

Industry specific ERP software is not always best

Posted by Tom Rogers on October 23, 2015 in

Though we have dealt with quite a number of long term care facilities, there is one in particular I will always remember, mostly due to the way they initially reached out to us. This company knew of our reputation in the industry, and reached out to us to discuss Microsoft Dynamics GP as a solution for them. The difficulties they have...

Increase your cash flow with Microsoft Dynamics SL

Posted by Tom Rogers on October 21, 2015 in

Professional services firms need good job costing systems in place, especially if they are in a growth mode. These firms are especially susceptible to lost revenue if they can’t get bills out the door in a timely fashion – clients are more likely to dispute invoices if it has been a while since the work was performed. They also need...

Microsoft CRM trials – please, don’t try it on your own

Posted by Tom Rogers on October 19, 2015 in

A lot of businesses looking to evaluate Microsoft Dynamics CRM sign up for a free 30 day trial. It is a smart thing to do over all – it’s free, there is nothing to set up, and if you potentially are going to use the software, it certainly does make sense to see how it performs. So if you are thinking of getting a 30 day trial, by all...

Throwback Thursday – Great Plains Accounting

Posted by Tom Rogers on October 15, 2015 in

If you are new to automated accounting and have straight forward requirements, then Great Plains Accounting should work well for you. Or so said the 1985 review from InfoWorld on a new software package out of Fargo, ND. Most people know that software today as Microsoft Dynamics GP. And like all programs with a long history, when you...

Consistently produce audit-ready financials

Posted by Tom Rogers on October 14, 2015 in

While the nature of an audit can vary greatly depending on the type of business you are in, all audits are essentially a process by which an outside independent examiner will look through your records to corroborate the accuracy of your accounting and reporting. This means you must have well-documented and organized records of your...

What is Social Selling within Microsoft CRM

Posted by Tom Rogers on October 9, 2015 in

Starting with version 2013, Microsoft Dynamics CRM gave companies the ability to engage in social selling. The term, “social selling”, is somewhat subjective, and can be confusing. As defined by Microsoft, social selling gives end users the ability to share knowledge with other users easier than ever before. It allows Microsoft CRM...

Is your “Cloud ERP” really in the Cloud?

Posted by Tom Rogers on October 8, 2015 in

Most businesses today are familiar with the term “Cloud Computing” – but depending on the type of business you the type of infrastructure you have, clearly it can mean different things to different people. Perform a search on Google, and it is quite likely you will get 5 or 6 different answers right off the bat. One of the reasons is...

Upgrading your ERP: What Long Term Care Facility Needs to Know

Posted by Tom Rogers on October 2, 2015 in

Long term Care Facilities face a difficult and unique challenge when it comes to maintaining profitability. The demand for care is associated to a variety of factors such as demographics, the efficiency of individual facilitates, as well as revenue per patient. Many of these factors are in turn controlled by Medicare and the Insurance...

Before you customize your ERP, make sure you have a plan in place

Posted by Tom Rogers on September 30, 2015 in

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. In reality, there will always be situations in which some customization will be required....

Switch to Intacct because it is a great software package

Posted by Tom Rogers on September 23, 2015 in

Many businesses look at Intacct because they want to move their accounting to the Cloud, and they know that Intacct is a solid choice to do that. Intacct was designed to be 100% cloud based from day one, and unlike hosted ERP options, it provides all the benefits of a true Saas solution. In fact, the cloud part of the Intacct story is...

Pay attention to the true cost of SalesForce

Posted by Tom Rogers on September 18, 2015 in

As you evaluate CRM solutions, you will like consider a number factors, including functionality, user adaptation, ease of use, and interoperability with other programs your businesses uses. But no matter what your criteria is for picking the right software, at some point, you are certain to look at the cost of the solution. When...

When is it time to move your clients off QuickBooks?

Posted by Tom Rogers on September 17, 2015 in

Our firm has been working with QuickBooks advisors for a number of year, helping them migrate their clients to new accounting solutions. While there can be many reasons that an advisor will recommend a client move off QuickBooks, the common theme is that due to a business advance of some sort, QuickBooks could no longer handle what...

Throwback Thursday – Solomon III

Posted by Tom Rogers on September 10, 2015 in

Once upon a time, life was simple. In 1983, people got along, accounting software was uncomplicated, and advertising was easy as pie. Just take a look at this ad for Solomon III (which evolved into Microsoft Dynamics SL) – what further proof do you need? Everything was basic and straightforward in those days. I joke of course – in...

Create custom financial reports that allow you to take action

Posted by Tom Rogers on September 8, 2015 in

These days, all ERP packages have a report writer of some sort that allows for the creation and dissemination of financial reports to various users and stakeholders. While these systems can be easy to use at first glance, the difficulty can be if the report writer isn’t flexible enough to allow for the creation of information that...

Long Term Care: Get Costs Under Control with Better Reporting

Posted by Tom Rogers on September 1, 2015 in

In the 10 plus years that we have been implementing and supporting ERP for the Long Term care facilities, there is perhaps one overriding need that we see in each organization we work with: get costs under control. This is true for single site groups, large organization managing dozens of some….and really, every size in between. We...

5 ways distributors can benefit using Dynamics GP

Posted by Tom Rogers on August 28, 2015 in

1) Expedite your deliveries

The business benefits of switching to Microsoft Dynamics

Posted by Tom Rogers on August 24, 2015 in

If your ERP software was purchased 7 or more years ago, you may well be in the market for something new. That means you are evaluating what the businesses benefits are of moving to a new system such as Microsoft Dynamics GP or Dynamics SL. There are many, some of which are:

The importance of backing up your Dynamics SL Data

Posted by Tom Rogers on August 20, 2015 in

If you are running Microsoft Dynamics SL, backups are surely part of your processes. But how often are you performing backups? If the answer is not daily, then you are putting your business at an unnecessary risk. Think about it – if you put financial data and transactions in daily, why would you want to risk losing that data?  And good...

As the Economy rebounds, time to look at ERP

Posted by Tom Rogers on August 17, 2015 in

During the recession and slow recovery, a number of businesses put off making IT investments. ERP software upgrades were certainly no exception, as many companies opted to make do with what they had. If you have not upgraded your software in the last 5 years, now is a time to consider doing so. Consider the following:

Set Up A Customer In Dynamics 365 Financials And Have It Sync To Sales

Posted by admin on August 10, 2015 in