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Ken Jacobsen, The TM Group Inc.

Improve Accounting Efficiencies by Remodeling with Microsoft Dynamics GP


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A nationally recognized Michigan-based kitchen and bathroom remodeling company was in dire need of a makeover to a stronger accounting platform because they had outgrown their antiquated accounting system.    

Specific requirements by a major cabinet manufacturer required a solid integration with the company’s EDI functionality.  They also needed a solid integration between an in-house custom built billing system and their backend financials. 

After reviewing several solution providers representing multiple business applications, this company was referred to The TM Group by a respected business partner. TM suggested Microsoft Dynamics GP because of its strong accounting functions and robust integration capabilities. The remodeling company liked what they saw with Microsoft Dynamics GP and was also impressed with the fact they could leverage their existing investment in the Microsoft platform.  Microsoft Dynamics GP’s underlying technology combined with a proven financial package used by over 50,000 companies worldwide, made Microsoft Dynamics GP a perfect fit.

Through the switch to Microsoft Dynamics GP, SmartConnect, and SmartList Builder, the company was now able to enjoy significantly easier accounting operations.  SmartConnect integration and automation were essential components to this successful ERP implementation. SmartConnect integrates journal entries with EDI file information, accounts payables, and vouchers, making their automation so simple with Management Reporter. They used this for their EDI accounts payable and for their purchase orders. Now the remodeling company saves time and is more productive by no longer needing to enter the data manually.

SmartList Builder enables reporting to be exported to Excel for modification for their accounting team. They now have a daily export of voucher information (accounts payable), and issue Purchase Orders from their retail system. Vouchers are plugged into the MS Dynamics GP system, which then exports the voucher data.  SmartList Builder collects the data for the payables vouchers to have the Purchase Order number included. This is a proven,secure, and more user friendly way to provide the data to the users. Now that both systems are integrated, cash receipts are easier to apply to the correct open invoices.

If you need an innovative solution for your growing business, please contact The TM Group today at 888.482.2864, visit our website at www.tmgroupinc.com or email [email protected].

by The TM Group, Michigan Microsoft Dynamics GP Partner

One Response to “Improve Accounting Efficiencies by Remodeling with Microsoft Dynamics GP”

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