Finance Department Tips & Tricks

MetaViewer Partners with OnPay Solutions to Provide Procurement-to-Payment Automation

By / December 31, 2020

We are excited to announce that we have entered into a partnership with payment automation provider OnPay Solutions to develop Invoice-Through-Pay automation. This partnership provides full-scale, procurement-to-payment automation for accounts payable departments, driving efficiency and streamlining processes from start to finish. "This partnership brings together two powerful solutions to provide an automated, state-of-the-art procurement-to-payment workflow," …

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Dynamics GP – 2020 A Year in Review for Dynamics GP Great Plains + GP in 2021

By / December 15, 2020

For our December 2020 post, we would like to share a subset of our monthly GP INSIGHTS newsletter sent to our 550+ Dynamics GP clients across North America.  As we get closer to the New Year, let's reflect on many of the key Dynamics GP (Great Plains) events of 2020 along with a quick look …

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Threats to your Business Central data may be closer than you think!

By / December 10, 2020

Working remotely and the increased use of cloud platforms and accounting automation have not only increased accessibility to data for users, but also for those seeking access for more nefarious purposes. Most organizations implement security and protocols to secure banking and other accounting related transactions with external organizations and systems. Are you doing enough to …

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Crush Your Year-End Close With These 7 Simple Tips

By / December 2, 2020

  It’s December, and you know what that means! Year-End Close. Closing out the year in Dynamics GP can be a very stressful time for any business. There are so many details you need to keep in mind during the process. Fortunately, many articles and blogs are available to provide you with helpful information on …

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Oops! Dynamics 365 Business Central makes error correction easier than ever

By / December 1, 2020

“I never made a mistake in my life.  I thought I did once, but I was wrong.”  Though I remember my dad saying this to me when I was a kid, this quote is credited to Charles M. Schultz and the words still resonate in my mind today.  My dad was just being a goofball, …

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Webinar | Integrated Planning – Watch The Recording

By / November 4, 2020

Did you miss our webinar on Integrated Planning with Industry Leader Craig Schiff? Not to worry - we've got you covered. Integrated Planning, defined as the ability to manage both financial and operational performance across an organization using a single tool, has been the Holy Grail of the Business Performance Management industry since its inception. …

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WEBINAR | Why Integration Planning Has Become Essential with Industry Leader Craig Schiff

By / September 23, 2020

WEBINAR | WHY INTEGRATED PLANNING HAS BECOME ESSENTIAL OCTOBER 15th | 1PM ET Must Attend Event For All Finance And Operation Managers. Integrated Planning, defined as the ability to manage both financial and operational performance across an organization using a single tool, has been the Holy Grail of the Business Performance Management industry since its …

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Simplify and Automate Payment Acceptance in Dynamics

By / July 27, 2020

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

By / June 8, 2020

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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