Category Archives: Consulting

Top 4 Ways an Accounting Software Partner Should Help You

When selecting a new ERP, financial management, and/or project accounting system, software is not the only consideration. It’s also important to choose a proven partner, that can help you through:

1 – Technical Support

Have experienced, and readily available consultants at their Help Desk.

2 – A Deep Consulting Bench

Have the expertise on their staff that can deliver you a successful implementation, custom development and reporting, training in the software, and process improvements that will make you more efficient.

3 – Becoming Part of the Software Community

Hold regular user group meetings, provide webinars on new releases and features, and get you plugged into national conferences.

4 – Commitment to the Product

Have a long-term commitment to the software, establish a long-term relationship with you, and be very involved with product development and the publisher.

To see how Synergy performs as an Accounting Software Partner read:
Client Testimonials

Synergy Among 2014 Top 100 Accounting Software Resellers in Accounting Today Magazine

TopVARSynergy was selected for Accounting Today’s Top 100 value added reseller (VAR) list for the eighth year, but like some on the list reported, their focus goes way beyond reseller role. Synergy stresses their trusted partnership with clients in providing expertise in cloud financials and solutions in project accounting and government contracting.

“In all my years, I’ve never seen such quality customer service and support as I’ve seen with Synergy,” said Christine Finkbeiner, Senior Accountant at Computerized Facility Integration, a client of Synergy based in Michigan. “As an accountant, I love working with them because they are accountants. They understand. They walk the talk.” As the Accounting Today reported, solution providers need to be much more than resellers of software, but have technical and industry expertise to both guide and empower clients to be more efficient, effective, and profitable. A press release on the Top 100 VAR listing gives more details.

Masking the Social Security Number on your PR Check or DD Slip Form

How to change Social Security Numbers on Payroll Checks or Direct Deposit Advice slips to a Mask

by Donna Hurst

If you want to mask the SSN on your Payroll Checks or DD slips this is the way to make it happen:

1) Open Crystal Reports (Dynamics SL must be running to open).

2) Choose Open an Existing Report | More Files and press OK

3) Determine which report to modify by which check format you run:

    1. Laser Check by Employee ID : 02630.rpt
    2. Multi Stub Laser Chk – Emp ID : 02630S.rpt
    3. Laser Check by Pay Group : 02630PG.rpt
    4. Multi Stub Laser Chk – Pay Group : 02630SPG.rpt
    5. Laser Advice Slip by Emp ID : 02635
    6. Multi Stub Adv Slip-Emp ID: 02635S
    7. Laser Advice Slip by Pay Group : 02635PG
    8. Adv Slip Stubs Only-Pay Group : 02635DPG
    9. Multi Stub Adv Slip-PayGroup : 02635SPG

4 ) Browse to your DynanmicsUsr_Rpts, if *.rpt selected from step 3 is in this directory, open.  If it is not found, browse to the DynamicsPR  directory and open appropriate report from step 3.

5)  If the Field Explorer is not visible on the right side of the screen, open it by navigating to View | Field Explorer:

6) Expand the list of Formula Fields

7) Locate the SSN formula and right click on it, select Edit

8 ) Replace the entire code with the following text (copy and paste in the Formula Editor)

If {@MaskMode} Then

left({@MaskText},15)

Else

if GLSetup( “Country” ) = “CAN” then

“XXX XXX” + Right(Transform( {Employee.SSN}, “@R XXX XXX XXX” ),3)

else

“XXX-XX-” + Right(Transform( {Employee.SSN}, “@R XXX-XX-XXXX” ),4)

9) Press Save and Close

10) If document was opened from DynamicsUsr_Rpts, press Save to save the report.  If document was opened from DynamicsPR, select File | Save As… and save in the Usr_Rpts directory under the same name as it was stored in the PR directory.

Feel free to contact me if you have questions.

How to Easily Manage Your Insurance Deductions in Dynamics SL

by Donna Hurst

Dynamics SL users, are you looking for an easier way to maintain your Medical/Dental/Vision amounts for the new year?  Not looking forward to going into every employee and manually updating the amount to withhold? Now you don’t have to!  You can use a Rate Table to maintain the rate schedule from your insurance company!

Below are the simple steps to setup a deduction and use a Rate Table:

1) Payroll / Payroll Table Maintenance

2) Enter an ID and Description for this Table

3) Choose “Rate Table” as the Type

4) Enter in your rate table using the rates for your medical insurance as follows:

a. You are going to enter your rate table using the “Amount in Dollars” (as a negative) and the “On Base Units Over” fields.  Line 1 will have your first amount and would be $-150.00 on base units over 0.  So if you enter 1 as the Other Exemptions value in the employee screen, then the employee would get the 150.00 amount withheld.  Line 2 might be a $-300.00 On Base Units over 1. If the employee has 2 “other” then they would have a deduction of 300.00  and so on.

b. Continue to setup the rate schedule according to the information provided by your insurance company. Use each line and the On Base Units Over field to identify the level of coverage.  This is the amount that is to be taken each payroll.

 5) Create a deduction for the medical insurance as follows:

a. Deduction Type:  All Other

b. Base Type:  No Base

c. Click on the Exemptions/Credit tab

d. Marital Status: All Statuses

e. Type: Credit

f. Exemption/Credit ID: Create one

g. Base Type: Nbr Other Exemptions

h. Calculation Method: Rate Table

i. Payroll Table: Enter the table entered above.

6) Save your deduction

7) Attach to the appropriate earnings types.

8) In Employee Maintenance, add the deduction to the employee and update the “Other” exemptions value with the appropriate number to obtain to correct deduction amount.

That’s it! I welcome  your comments or questions.

 

Automate Financial Reports

by Noland Lim

Tired of printing Financial Statements one at a time and then organizing them into a financial package for presentation? I often have Dynamics SL clients ask if generating financial statements can be automated. The answer is yes! If you use FRx to generate your financials, it contains Report Manager, which helps automate the manual processing of creating monthly financial reports that may contain different types of documents and files.

Report Manager allows the following:

• Add folders, files (Excel spreadsheets and Word documents) and reports
• Lets you assign the order that the files and reports should print in
• Generate, publish and print as desired

Go into FRx (on of our Analytics and Reporting solutions) and launch Report Book Manager and start designing your monthly financial package!

Oh Where Oh Where Has My AP Check Batch Gone?

by Nicole Eggan

I was backing up on Helpdesk recently and one of the calls I got seems a pretty common one.  One that is also pretty easily fixed, once you know the trick of course. Here is a part of the e-mail:

“We are trying to do a check run, we have our AP vouchers selected in a batch but for some reason we cannot see the batch in the Possible Value list of the AP Check screen.  I was able to pull the batch up before but now I can’t and my vendors don’t show these items as being paid. I can’t select the items and when we run the Check Preview Report, we are able to see the batch.  Would you be able to help us? We really need to print these checks!”

We all have those days when the process we’ve run a million times right, goes wrong and we aren’t quite sure what happened but now you have a check batch stuck in limbo.

Luckily there is a really quick and simple fix in Dynamics SL. But first, what happened?

Dynamics SL does not really process Accounts Payable check batches completely until after the check printing process is complete and the user selects the Keep/Delete/Void checks. DSL is babysitting you and making you promise that you really did get your correctly printed checks. What a nag! This means if you start the check printing process, even accidentally or without realizing it, and you don’t select at least one of the processing options you get a batch of checks in limbo.  If you no longer see a batch available for processing in the Check Report Screen (#03.620.00), but you can see the batch on the Check Preview report, then that’s what happened.

More importantly how to correct it. And it’s easy!

Go to AP > Processes > AP Check Update (Post) and do an F3 look-up in the Batch number field. Presto! Your batch is found.

Pull it in and if you didn’t print your checks already, you can just set the Check Handling to ‘Delete’ and process.  Your batch will magically re-appear in the Check Report Screen (#03.620.00). That’s it!

Order Management + Terms Maintenance = Credit Checking

By Donna Hurst

I recently was working through an issue where the Credit Limit on a specific customer was being exceeded but Order Management (part of our Materials Management and Distribution software series) was allowing additional orders to be entered and was not putting the order on credit hold.  After poking around I found this little tiny Check Box in the Terms Maintenance screen in a section titled “Order Management.” The check box is labeled “Include in Credit Check Balances.”  This obscure little check box was causing issues as it was not checked on several terms.  This was causing all invoices with these terms to not be included in the balance of the customer for credit checking purposes.  Terms maintenance is something simple that never really gets thought about once it’s setup – but those pesky little check boxes really do matter!

I was glad I was able to quickly solve this issue for the client and that it made life much easier for them.

3 Ways to Improve Company Performance: It’s a Matter of Time

If you are an executive or manager for a professional services or other project-driven firm, time is often your product and, frequently, your nemesis. In order to support and contribute to improving business and project performance, you’ve got to be able to put your finger on accurate information that can be used to improve business decisions. Cash flows both ways and the balance maintained between them is critical for growth and scale.

With the economy showing signs of recovery, it’s time to shift your focus from cost reduction to improving organizational performance. Decisions made about new market opportunities, customer acquisition and retention, and process improvement initiatives can all be affected by the quality, accuracy and timeliness of the information used to make them.

There are three outcomes that will help you speed time to information while also helping you to apply more time to addressing higher-value activities. Employing or maximizing an adaptable enterprise resource planning (ERP) system, (Microsoft Dynamics SL, the optimum Microsoft solution for professional services firms), will boost organizational performance by empowering you to make these three shifts:

(1) Automate Workflows and Processes (Hint: Outgrow manual spreadsheets)
(2) Cut Close Time in Half or More
(3) Implement Flexible Reporting

Learn details of each by reading the first article in a series, Turning Insight into Action: It’s a Matter of Time.

Engineering Consulting Firm Improves Profitability

MacKay and Sposito, a consulting firm that provides civil engineering, planning, land surveying, landscape architecture, and construction management services, couldn’t adequately track and report on project performance. Without knowing which projects and segments were profitable, they couldn’t make appropriate adjustments in sales and marketing. Neither could their project managers make necessary changes to control costs and utilize resources more efficiently. They needed to align their accounting with their project management.

Enter Synergy Business Solutions.

“Synergy spent the time to understand what information we need and how we use that information to manage our business and then configured Microsoft Dynamics SL to fit those exact needs,” says Marcy McCoy, Controller at MacKay & Sposito. “Today, we can extract the meaningful information we need to make informed business decisions.”

With streamlined accounting, they have significantly reduced time for month-end closing and payroll, have a timely, accurate picture of project and company performance, and have improved cash flow and profitability.

For more details, read the entire MacKay & Sposito-Synergy story.
________________________

Boost Performance and Efficiency with Application Server

Many Dynamics SL users don’t realize they have a valuable add-on module they don’t use called Application Server. With Application Server, you can be more productive by scheduling repetitive tasks to be done automatically on other machines in your network; tasks like printing of reports and execution of processes. Application Server allows you to:

  • Email a request for a specific report, generate it, and have it emailed back to you or another person as an attachment, without having to log into SL.
  • Specify format of attachments, Word, PDF, or Excel
  • Automatically send reports daily, weekly, or monthly and free yourself up to do other tasks
  • Automatically generate large reports and print them out at night to be available in the morning
  • Schedule a Transaction Import at night to be available in the morning
  • Set up separate server machines to handle different types of processing requests and more people making requests
  • Maintain an audit trail of requests and events done on machines; quickly check if requests are waiting, processing, executing, or complete

To learn more download a factsheet or contact Synergy support to learn specifics on how to set it up.

– Donna, the Synergy Maven