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Archive for the ‘Finance Department Tips & Tricks’ Category

Microsoft Dynamics GP has Over 220 Built In Excel Reports

I really like Microsoft Dynamic GP’s integration with the Office products, but I LOVE the fact that users can get over 220  built-in  Excel reports that are refreshable and real-time!  Most users I speak with don’t even know about these reports that they already own!   With proper security, both Microsoft Dynamics GP users and non-GP [...]

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Work Gets Easier With the New Email Features in Microsoft Dynamics GP 2010

Have you had time to check out the new email features in Microsoft Dynamics GP 2010? There are third party vendors that have written applications in previous versions of Microsoft Dynamics GP (formerly known as Great Plains) that include this function, which is now included.  In prior versions of GP you needed to purchase Adobe [...]

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How Secure Are Your Financial Systems From Unauthorized Users?

There are new Security options in Microsoft Dynamics GP 2010 that are simple changes, but make a tremendous improvement to the process from earlier version of the software.  There is now a checkbox you can mark that allows the Security Administrator to “view only” selected: Operations assigned to tasks Tasks assigned to roles Roles assigned [...]

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Steps to Ensure a Successful Implementation of Microsoft Dynamics GP

By Mike Hancock, Project Manager, The Resource Group During my years of managing software implementations and my study of project management methodologies, such as Microsoft Dynamics Sure Step Methodology, several key attributes of successful implementation projects have surfaced over and over again.   To get your software implementation project off to a successful start and to [...]

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Rolling SmartIT Plan

Technology and business do not work on a calendar or fiscal year.  Plans change, things happen and in order for your business to remain successful, you must plan for changes.  Based on our experience, we’ve developed a 3-6-12-24 month rolling plan.  The goal of this plan is to break implementation actions and reactions away from [...]

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New Budgeting Features in Microsoft Dynamics GP 2010

Have you had time to check out the great new budgeting features in Microsoft Dynamics GP 2010?  I have been showing quite a few customers how the new budgeting feature in Microsoft Dynamics GP 2010 will be a time saver in the accounting department.  Many customers have different departments within their organization that create their respective [...]

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Save Money with SmartIT!

Throughout the 16+ years we’ve worked in the IT industry, we’ve seen organizations that fall into one of 3 categories with respect to their IT Management/Budgeting:  1.      IT Deficient/Inefficient The IT Deficient/Inefficient are spending hidden dollars on excess staffing, office expenses, or lost customers and tend to be in denial that IT is as required [...]

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Overtaxed: Manual Sales Tax Processes Steal Time and Profits But Dynamics GP Has the Solution

Is your company spending too much time and money meeting complex tax requirements?  The right tax solution can help you keep profits in your pocket. Do you need to report to a number of states and jurisdictions? Are you clear on the taxability of your products and services in each municipality? Do you need to know [...]

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Microsoft FRx Essential for Financial Reporting

Microsoft FRx is an industry-leading, automated financial reporting and analysis application for small and midsize businesses, large corporations, and divisions of global enterprises. It is licensed by more than 130,000 sites worldwide to help financial professionals gain immediate control of the financial reporting process. Here are just some of the ways Microsoft FRx can help [...]

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Four Ways To Manage Your Cash With eBanking

Looking for ways to increase your cash flow, make sure your money gets there on time, monitor cash balances, and reduce check fraud?  We have many customers looking at these exact issues and finding the suite of eBanking products available to Business Ready Advanced Management customers a perfect fit. Safe Pay – After each check [...]

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