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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...

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

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 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. 

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...

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.

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 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...

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 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...

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...

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....

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...

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...

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. 

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.

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...

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

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

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