Category Archives: Dynamics SL Add-ons

Top 12 Enhancements for Dynamics SL

With all the available third-party enhancements for Microsoft Dynamics SL, who is to say which are the best? Well, for your convenience, Valerie Borak of Plumbline Consulting, in coordination with Synergy Business Solutions, has compiled the Top 12 Enhancements in this recorded webinar below. These top 12 are highlighted and demoed for you:

  1. Audit Trail by FastPath
  2. Prepaid Processer
  3. Quick Find (formerly Rainbow Search)
  4. Credit Card Import (formerly Purchase Card)
  5. General Ledger Mover
  6. Period Mover
  7. AR Collections
  8. One Time Vendor
  9. Vendor Multi Remit
  10. Terrorist Check (per government requirements for some companies)
  11. Voucher to Credit Card
  12. Fixed Assets

This demo highlights each of these in the same order listed. At 37:30, the Q&A starts. If you are interested in any of these, contact your Account Manager for a Synergy discount. Or, contact Rob Lloyd, at

Actual presentation starts at 0:25. After the highlights of the 12, the Q&A starts at 37:30. 

eBanking in Dynamics SL Made Easy


Did you know that Dynamics SL has a fully integrated eBanking module from SK Global Software? This software seamlessly integrates with Dynamics SL and allows you to manage your Banking Process automatically while providing improved security and fraud protection.

From Positive Pay files for your bank to electronic payments to your vendors, these solutions can help save you time and money and improve your visibility and control over your banking processes. The suite includes Positive Pay, AP EFT, Wire Transfer, AR EFT, and Lockbox Processing – you can pick any or all.

See a recorded WEBINAR on the solution: eBanking for Microsoft Dynamics SL

Or, contact your Account Manager to answer questions or arrange a demo.

How to Automate the Distribution of Dynamics SL Forms and Reports

Synergy is very excited to showcase the Liaison Messenger EDD software—the solution for automated report distribution. Messenger EDD is a unique Electronic Document Delivery product. Ask yourself these questions:

  • Do I currently have to print Dynamics SL (DSL) items (Draft Invoices, Final Invoices, Purchase, Orders, Statements) to a PDF and then manually email them to others?
  • Do I have to print things to PDF and then group them with other documents before they can be sent out?
  • Do I have to print and send out multiple copies of the same document?

If you answered yes to any of these questions, then you need to see it at work!

I want to share with you a specific example of how the Messenger EDD module has made life here at
Synergy even better. We have a process of printing all of our draft invoices to paper and then sorting them by Project Manager, scanning the images into a PDF group, and then forwarding the PDF’s to our PM’s in our various offices. This is time consuming but necessary.

With Messenger EDD we literally “Press the Print Button” and the draft is printed to a PDF and automatically sent to the Project Manager AND a copy is sent to the Account Manager AND a hard copy is printed for the Accounting Office AND a copy is saved to a Drafts Folder!

ONE CLICK and BOOM! No more printing, sorting, scanning, emailing! Life is Good!

Messenger EDD works with ANY (including custom) Crystal Reports, SSRS Reports, and more! Read the Liaison Messenger EDD Brochure to see more of the features and functionality.

To order this product, contact Cindy Smith (503-601-4076 – or Teresa
Johnson (503-601-4085 –

The Power of Dashboards and Business Intelligence


All too often, business data is hard to access and use. Without reporting software and dashboards, your ability to make sound business decisions is handicapped.

A Synergy solution delivers this business data utilizing Dynamics SL—along with some of the most advanced, modern analytical tools on the market. The result is accurate business intelligence about your customers, sales, projects, markets, finances, inventory, orders, and much more.

These analytical tools include SQL Server Reporting Services (SSRS), Business Analyzer, and Microsoft Power BI.

SSRS is a flexible and highly configurable report builder that creates executive dashboards that convey business intelligence. With Business Analyzer, you can gain powerful, role-specific insight through reports, charts, and graphs. Power BI enables you to monitor your business and get answers quickly through rich dashboards on any device. Like all of these tools, it transforms your company’s data into visuals you collect and organize so you can focus on what matters to you.

Finally, for more exacting reporting needs, there’s the third-party solution, Bi360 by Solver. It is a self-service business intelligence suite that combines a complete web-based and Excel solution with mobile apps, comprised of Reporting, Budgeting, and Dashboards. It also has an optional pre-configured Data Warehouse.

To see more examples of how these charts and dashboards display, visit Financial Reporting & Dashboards. To learn how you can obtain any of these tools for your Dynamics SL system, contact your Account Manager if you are a Synergy client or our Solutions department if not, at

Extending the Microsoft Dynamics SL and Dynamics CRM Connector

By Jerod Hatley

Connecting the Dynamics SL project accounting software and Dynamics customer relationship management (CRM) software has been a long time goal of our company. A couple of years ago, we worked with Madrona Solutions Group to build an SL-to-CRM Connector that integrates Dynamics SL with CRM accounts and contacts. This add-on is called the  Connection Manager.

Recently, I have been working on extending the functionality of the Connection Manager to include project and sales order information. I am optimistic about the Software Development Kit that Microsoft has provided and will be sharing my progress in future posts.

The Dynamics SL Auditor: You Can Know Who Changed It!

“If only I knew who changed it…”

by Angela Hurd

We often run into issues where an employee has changed a setting within the system, unbeknownst to others, and it reeks havoc across the accounting department.  I had just this issue this week and the client said “If only I knew who changed it…”   You can know!  The built in method is checking the LUPD_USER field for the affected tables in SQL. However, once you’ve corrected the setting, this field will no longer hold the culprit’s ID.  It also may not be accurate depending on the table’s processing. Don’t fret. There’s a better solution.

It’s the KB Technologies Dynamics SL Auditor.  You can designate key tables to track changes, such as System Setup, Vendors, Customers, or Chart of Accounts.  The SL Auditor will keep a history of what was changed, what the previous value was, who did it, and when.  This is a great product, especially if you are a public company and need to ensure separation of duties and control over your accounting system.  And, it is Sarbanes-Oxley compliant!

Fixed Asset Modules that Integrate with Microsoft Dynamics SL

by Noland Lim

Does this sound familiar? The accountant at the end of the month reviews the asset accounts in the Detail General Ledger and picks out all transactions that hit the Fixed Asset account and manually adds the new assets to the Fixed Asset spreadsheet. Then he or she creates a depreciation journal entry based on the spreadsheet.

If you are ready for an upgrade from the spreadsheet to a Fixed Asset Module system that integrates with Microsoft Dynamics SL, I have two products for you. The Cibermaxima Fixed Assets System and the Progressive System Solutions Fixed Assets System.

Both systems are pretty comparable and I have configured and tested both products. The highlights of both are:

Adding Assets

  • Automatically from Purchasing, GL, or AP – Depending how the system is configured, transactions from the Purchasing, GL or AP module can be brought in to the Fixed Asset module to be setup.
  • Or, they can be directly entered, without going through Purchasing, GL, or AP.

Asset Information

  • Asset ID – Track assets by ID
  • Purchasing Information
  • Location
  • Warranty and Insurance
  • Transaction History


  • Multiple Books
  • Depreciation Projections
  • The ability to post depreciation to Projects
  • Automatic Journal creating for Fixed Asset transactions (Depreciation, Disposals etc.)

The above are highlights and not all the features that each module offers.

One key feature I like about the Cibermaxima system is that it allows the user  to roll back depreciation for a month and recalculate if needed.  It will also create a reversing journal entry.   On the flip-side one feature that I like about the PSS system is that it allows you to upload photos and documents for each asset.   You are able to have  pictures and documents (Invoice, maintenance records etc.) for each asset.

Do your research and choose the Fixed Asset Software that is right for your needs.

Government Contractor Accounting: Indirect Cost Rates Made Easier with Microsoft Forecaster!

by TJ Paulsen

Government contractors that perform work for the Federal Government under Cost Plus Contracts are required to estimate their indirect cost rates by which allowable indirect costs are allocated to the product or service provided. These are typically Fringe, Overhead, and General and Administrative (G&A) costs, but may also include others. The estimated indirect rates are submitted to the Government Contracting Officer and, if approved, will be used as “provisional” rates during the year.

To calculate the provisional indirect rates that will be applied over the year, companies must first build a corporate-wide budget that segregates Direct Costs and Indirect Costs. The allocable Indirect Costs are grouped into pools and divided by the appropriate bases to obtain the rates (Pool / Base = Rate).

Microsoft Forecaster, a module of Microsoft Dynamics SL, can be configured to be a very useful tool not only to build the budget, but to also calculate the provisional indirect rates, and, if desired, perform the actual allocations in the budget.

Calculating Indirect Rates
The indirect rates are calculated in Forecaster by designing a report to create the pools and bases then using a calculation to obtain the rate. To accomplish this, rollups will need to be setup for both accounts and subaccounts, then, most likely, linked together in the line set to build the pools (see example below).  A calculation is used to total the pool expenses. A similar approach is done for the bases. Once you have the calculated pools and bases, a simple calculation is all that’s needed to divide the pool total by the base total to obtain the rate. Print the report after the budget is completed and you’ll have the rates and the supporting calculations to be used for your costing.

Allocating Indirect Rates
If there is a desire to actually post the allocations in the budget, it can be done using the Allocations component of Forecaster. Setting up the allocation process in Forecaster is simple once the Indirect Rates report is built, as a step-by-step wizard guides you through the process.  Allocations can be based on either plugging in the pre-calculated rates from the report, or using the features built into the allocator to calculate the rates (using the same pools and bases) and allocating the amounts independent of running the report. The wizard will walk you through the components defined in the allocation, including Allocate From (the Pool), Allocate To, Contra, and Basis.

Government Contractors will find Forecaster to be an excellent tool not just for budgeting expenses but also as a way to calculate provisional indirect cost rates and allocate budgeted expenses. I welcome your comments and questions.

Tip on Cibermaxima Fixed Assets Addon for Dynamics SL

by Noland Lim

Have you ever run the depreciation process within the Cibermaxima Fixed Asset module (a third party addon for Microsoft Dynamics SL) and wish you could have a redo? If so, there’s an easy way to do a rollback depreciation calculation. The depreciation process includes the calculation of monthly depreciation for each asset as well as creating the journal entry to the General Ledger to book depreciation expense and accumulated depreciation.  Why would someone need a redo?  Sometimes all the assets are not setup or more assets came in after the depreciation process was run.

If you own Cibermaxima Fixed Assets and this happens to you just go into Roll-Back Processed Period (FA240.00).  It will roll back the last processed period and allow you to reprocess depreciation for that period.  Also by clicking on “Reverse Journal Entries made by FA module” it will create a reversing journal entry.  Once this process is done you can make the necessary changes to your system and rerun the depreciation process.  Nice feature to have, but hopefully not used too often.

Go into Roll-Back Processed Period (FA240.00) to redo the depreciation process in Cibermaxima Fixed Assets



A Great Tool to Easily Manage Event Logs in Dynamics SL

by Nicole Eggan

If you’ve worked much at all in Dynamics SL you’ve probably generated event logs. You’ll know for sure if you’re getting the message “New Event Logs exist. Do you want to view them?” on login. The newest Dynamics SL version, 2011, has eliminated this pop up window but the Event Logs are still there. Managing these logs can be difficult because of the lack of functionality within the Event Log viewer screen. You cannot sort by date, user, module, or screen and if the same user runs the same process multiple times in a day, there’s no time stamp to help figure out which one to open.

I have an easy answer for this and the software doesn’t cost a penny! Sandler Kahne Software has been putting out a free tool for years called Re-View Event Log Viewer.

Re-View is easily installed and available for supported Dynamcis SL versions. I have it on Dynamics 2011 on my laptop and it’s wonderful and easy to use. Here are Re-View’s Features:

• Instantly view the Event Log as you scroll through the list
• Filter your Event Logs by module, application, user, dates, etc.
• Open an Event Log in Notepad with the click of a button
• Print selected Event Logs (coming soon)
• Delete selected Event Logs
• Optionally add Re-View to your menu or replace Microsoft Dynamics SL Event Log Viewer with the click of a button

Be sure to take advantage of this free add-on.