First Things First: What is the Order-to-Cash Process? Whether it’s slow and manual or streamlined and automated, the order-to-cash (O2C) process is essential to the functioning of any business. O2C describes the cycle of taking orders and turning them into revenue for your organization: from order management, to billing and payment processes, and to product […]
continue reading...Finance Department Tips & Tricks
Jump-start Your ERP Software Selection Process – Microsoft ERP Software Shootout
For businesses that have outgrown their limited or legacy accounting software, the hardest part of finding their next solution can be knowing where to even start. There are many decision points in selecting the right solution to empower your company to reach its full potential, like business process support, user experience, licensing cost, out-of-the-box capabilities, […]
continue reading...Top Benefits of Budgeting with Budget Templates Part 2
The Benefits of Budgeting with Budget Templates Part 2 This article focuses on part two of the importance of budget templates series. In the first part of the Top Benefits of Budgeting with Budget Templates series, we mentioned that budgeting is a topic that is not very common in many organizations. Yes, it can […]
continue reading...E-Guide: Dynamics GP Year End Closing Tips from the Experts
Dynamics GP year end closing, it’s a stressful and busy time for most accountants. I daresay most of you would not consider it one of your favorite times of year. Even if you have alot of experience with the process, it can still seem daunting and be more time-consuming than you would like. However, there […]
continue reading...4 Automation Resolutions for 2019
It’s a new year, which means new technological developments, especially in the realms of artificial intelligence, machine learning, robotics, automation and business software. As the new year begins, your organization may be considering investing in new technology, like a robotic process automation (RPA) solution. And we're here to say that that's a great idea! Implementing […]
continue reading...SmartList Designer 101 – Powerful Reporting at Your Fingertips in Dynamics GP
There’s no question that your data, locked away safely in the depths of your GP system, can give you a great deal of insight into the operations of your business. Getting it out of the database and into an intelligible form, on the other hand, can be a daunting task, especially if you have very specific criteria. […]
continue reading...How a Bookkeeper Can Use Dynamics 365 Business Central
In this video and blog, we’ll explore how a bookkeeper can use Dynamics 365 Business Central to reduce learning time, reduce data entry time, and improve control of data so that errors are limited and the business benefits. We’ll walk through how to enter a purchase invoice, automate a purchase invoice entry, review vendor […]
continue reading...How to Extend Excel with Reporting Parameters
Have you ever tried getting a drink of water from a fire hose? I’m hoping you haven’t… or if you have, you probably didn’t quench your thirst and instead wound up with a headache! There’s enough water flowing from the hose every second to satisfy your thirst for a week – but spilling out so […]
continue reading...E-book: Eight Time-Saving Dynamics GP Tips and Tricks Every User Should Know
If you spend much of your day working inside Dynamics GP, I’d be willing to bet you are constantly on the lookout for Dynamics GP tips to help you save time and effort. In fact, requests for Dynamics GP tips are one of the most common things our consultants hear from clients. So, earlier this […]
continue reading...GP Tricks – Creating Trial Balances for Non-Sequential Accounts
Have you ever had the need for a trial balance with non-sequential account numbers? For example, you’d like GL Trial Balance detail of accounts 6100 and 6520, but not the accounts in between, so you can’t use a range. You can create your custom report using the GP Trial Balance and Navigation Lists! Here's how... […]
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