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Finance Department Tips & Tricks

Simplify and Automate Payment Acceptance in Dynamics

Payments keep companies running. It’s one of the most basic principles of business: without payments coming in, businesses can’t succeed. But payment acceptance is often inefficient and clunky. Credit card payments must be manually processed, then recorded and reconciled in your Dynamics system. All this extra time adds up, and double data entry can lead […]

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Microsoft Dynamics 365 Business Central and Power Automate — Filtering API Query Results in HTML Table

You can use Microsoft Dynamics 365 Business Central to automate your workflow. All you need is a valid account with Business Central and with Power Automate. Using Power Automate is a life saver and can help you in a variety of ways.   The Scenario Power Automate has a large selection of built in connections […]

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The Benefits of Having a Project Manager

5 of the Advantages of Hiring a Project Manager   Although some may say paying to hire a project manager is not a cost they want to incur, I will further put 5 of the advantages of hiring a project manager and how these advantages outweigh the cost.     Here are some of the […]

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3 Great Tools You Can Use Now To Be More Productive Online

As most of us are now working from home, we might have quickly realized how important technology is in our everyday lives. Whether it is connecting to a family member, your boss, a co-worker, or simply just trying to get through the day, technology has become essential to our efficiency and productivity. It has become […]

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How CFOs Adapt to a Changing Workforce with Technology Solutions

2019 Trends in Finance, Part 5: How to Adapt to a Changing Workforce The past decade has seen a major shift in the economic landscape. Between Brexit, trade wars, new environmental and financial regulations, the introduction of GDPR, and more, uncertainty has become a constant in many industries. A recent survey of leaders in finance […]

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How to Manage the Financial Impact of Uncertainty with Dynamics 365

2019 Trends in Finance, Part 4: How Uncertainty Impacts Businesses In recent years, the global economic climate has undergone major shifts. With the combination of Brexit, the trade war between the US and China, changing environmental and financial regulations and more, uncertainty in the global market has become the new normal. In a recent survey […]

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How to Update Your Reports Dictionaries in Microsoft Dynamics GP without a Package File

  Perhaps you have upgraded or updated Microsoft Dynamics GP to a new version or service pack level, and you need to update your Reports Dictionaries. You may have just one Reports Dictionary for GP, or you may have many for various other dictionaries, such as Fixed Assets, or a third-party product, and you need […]

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Save Time Using Master Posting or Series Posting to Post Your Batches

The Master Posting window saves time because you can select and post your batches from different modules in one window.  In this window, if you see a status of ‘Posting’ or ‘Printing’, that may indicate that you have a stuck batch.  In this case, use the Batch Recovery window to make it available.  On the […]

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Outsourcing Payroll, Reasons for and Against

Correctly managing payroll for a business of almost any size requires a great deal of time and effort. This is just one reason to outsource payroll. However, if you’re more DIY inclined, you may want to learn how to handle it yourself. Whichever option you choose, it’s a personal decision based on your skills and […]

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Connect the Dots Between Your AP Automation System and Binary Stream MEM

Log into Dynamics GP. Log out of Dynamics GP. Log back into GP in a separate GP company. Repeat. Sound familiar? When you manage multiple companies in Dynamics GP, the time spent logging in and out of the system is enough to make you want to throw the keyboard in the trash! That is, until […]

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