You are viewing blog posts for: dynamics-sl

Harnessing the Power of Cloud-Native ERP

Posted by Tom Rogers on June 7, 2023 in Dynamics GP, Sage Intacct, Dynamics SL, Business Central

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...

How Isolated Financial Data Poses Cybersecurity Risks

Posted by Tom Rogers on April 14, 2023 in Dynamics GP, Sage Intacct, Dynamics SL, Business Central

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...

Important Option – Why Dynamics Clients Need to Look at Sage Intacct

Posted by Tom Rogers on March 30, 2023 in Long Term Care, Dynamics GP, Sage Intacct, Dynamics SL

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.

Hosting Dynamics in Azure: Should You Make the Move?

Posted by Tom Rogers on March 15, 2023 in Dynamics GP, Dynamics SL

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...

Clearing the Confusion: What Dynamics Clients Need to Know About Business Central

Posted by Tom Rogers on February 28, 2023 in Dynamics GP, Dynamics SL, Business Central

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...

Migrate from Dynamics SL to Business Central

Posted by Tom Rogers on April 25, 2022 in Dynamics SL

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...

Dynamics SL 2021 Year End Updates

Posted by Steve Martin on November 8, 2021 in Dynamics SL

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...

Senior Living Accounting - when to replace your AP/GL solution?

Posted by Tom Rogers on October 23, 2021 in Dynamics 365, Long Term Care, Dynamics GP, Sage Intacct, General, Dynamics SL, Business Central Tips

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...

Why Attend Our User Group? Reason 4 - Time With Intellitec Staff

Posted by Tom Rogers on April 28, 2021 in Dynamics 365, Dynamics GP, Sage Intacct, Dynamics SL

QuickStart for Senior Living: Better Financials with Fixed Fee Pricing

Posted by Rick Sommer on April 14, 2021 in Long Term Care, Dynamics GP, Sage Intacct, General, Dynamics SL

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.

Why Attend Our User Group? Reason 3 - Free Training

Posted by Tom Rogers on April 7, 2021 in Dynamics 365, Dynamics GP, Sage Intacct, Dynamics SL

Having built a large and loyal client base of 35 years, we are fortunate enough to be hosting our 18th 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...

Why Attend Our User Group? Reason 2 - Learn From Other Users

Posted by Tom Rogers on March 31, 2021 in Dynamics 365, Dynamics GP, Sage Intacct, Dynamics SL

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...

Windows update causing problems with some Dynamics SL & GP reports

Posted by Lisa Giovanni on March 17, 2021 in Dynamics GP, Dynamics SL

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"...

Why Attend Our User Group? Reason 1 - Make the Most of Your Investment

Posted by Tom Rogers on March 10, 2021 in Dynamics 365, Dynamics GP, Sage Intacct, Dynamics SL

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. 

Dynamics SL Year End Updates to be released December 21st

Posted by Steve Martin on December 8, 2020 in Dynamics SL

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.

Dynamics SL 2020 Year End - What You Need to Know

Posted by Steve Martin on September 21, 2020 in Dynamics SL

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:

Sending an Email from Report Print Preview in Dynamics SL

Posted by Steve Martin on April 15, 2020 in General, Dynamics SL

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...

4 Tips on Surviving Uncertain Business Times

Posted by Tom Rogers on April 9, 2020 in Dynamics 365, Dynamics GP, Sage Intacct, General, Dynamics SL

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...

Contact us before transferring Dynamics SL or Dynamics GP to a new PC

Posted by Rick Sommer on April 2, 2020 in Dynamics GP, General, Dynamics SL

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...

Working from home and having issues with Microsoft Dynamics?

Posted by Mike Bufano on March 30, 2020 in Dynamics GP, General, Dynamics SL

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...

Reasons Clients Attend User Groups - #5 Grow Confidently

Posted by Tom Rogers on May 6, 2019 in Dynamics 365, Dynamics GP, Sage Intacct, Dynamics SL

Reasons Clients Attend User Groups - #4 Time With Intellitec Staff

Posted by Tom Rogers on April 29, 2019 in Dynamics 365, Dynamics GP, Sage Intacct, Dynamics SL

Reasons Clients Attend User Groups - #3 Free Training

Posted by Tom Rogers on April 22, 2019 in Dynamics 365, Dynamics GP, Sage Intacct, Dynamics SL

Reasons Clients Attend User Groups - #2 Learn From Other Users

Posted by Tom Rogers on April 15, 2019 in Dynamics 365, Dynamics GP, Sage Intacct, Dynamics SL

Reasons Clients Attend User Groups - #1 Making Most of Investment

Posted by Tom Rogers on April 4, 2019 in Dynamics 365, Dynamics GP, Sage Intacct, Dynamics SL

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. 

7 steps that will ensure a successful accounting software upgrade

Posted by Tom Rogers on March 12, 2019 in Dynamics GP, Dynamics SL

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:

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

Posted by Tom Rogers on March 5, 2019 in Dynamics GP, Dynamics SL

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....

Why Migrate Your Dynamics ERP to the Cloud?

Posted by Tom Rogers on January 23, 2019 in Dynamics GP, Dynamics SL

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...

Dynamics SL Year End - What You Need to Know

Posted by Steve Martin on December 17, 2018 in Dynamics SL

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...

Meet Nancy - She Uses Microsoft Dynamics

Posted by Tom Rogers on February 22, 2018 in Dynamics 365, Dynamics GP, General, About Intellitec, Videos, Dynamics SL

Important information W-2's, 1099’s and ACA

Posted by Steve Martin on January 29, 2018 in Dynamics GP, Dynamics SL

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