Category Archives: Videos

How D365 Business Central’s Built-In Intelligence Helps You Manage Inventory

Inventory management is a trade off between customer service and managing your cost. On one hand, a low inventory requires less working capital. On the other hand, stock outs potentially lead to missed sales. See how the Microsoft “Cortana” intelligence, built in to Dynamics 365 Business Central, helps you manage inventory and forecast what you’ll need to maximize sales.

Top 4 Ways an ERP Software Partner Should Support 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 with the selection process, a successful implementation and configuration, training, ongoing technical support, connecting you to a vibrant software community, and showing long-term commitment to the product.

Watch this video to learn how important this is.

Top 4 Ways You Should Get Support from an ERP Partner

 

How to Add On-Screen Messages to Keep Users Informed

One of the really cool features in both Dynamics SL and Intacct is that it is fairly easy to add messages to data entry screens. Visuals are very effective and if you think about it, there are many useful purposes for on-screen messages, such as:

  • Help ensure data entry is more accurate.
  • Give tips about fields or options in the open screen.
  • Inform users of a new feature, field, or function that was installed during an update.
  • Add a hyperlink to a relative resource.

To see a full article and one of our “How to” Tips & Tricks videos on the subject, click below.

Add On-Screen Messages in Dynamics SL | Add On-Screen Messages in Intacct

Bring the FUN back to Accounts Payable with EFT

Electronic payments through electronic funds transfers (EFT) are being accepted and required at more and more businesses. The ease and efficiency of sending EFT payments to your vendors is a drastic improvement over printing a check, stuffing it in an envelope, digging through the desk drawer for a stamp, and getting it to the post office in time to take advantage of a discount.

Let’s not forget the fun of your bank reconciliation when checks clear the bank at the wrong amount or don’t clear at all! Using EFT payment options through your bank has made our AP Offices happy and fun places to work once again.

Recording these EFT payments in your accounting software should be simple and easy too. In this post we are going to explore the different ways you can record EFT payments in Dynamics SL. Whether you are already using EFT in your accounting software, or brand new to the process, you’ll likely benefit from the following.

Read full article in PDF: EFT in Dynamics SL

View full presentation in VIDEO: EFT in Dynamics SL

CRIME – How Your Software Can Help Your Internal Control Process

internal_controlsYour organization’s system of internal control encompasses all of the electronic and manual processes you use to ensure accurate reporting of your financial affairs. Processes like bank reconciliations, manager approval of purchase orders, owner review of vendor payables, supervisor approval of time cards, etc. Having processes that ensure good internal controls significantly decreases the chance of crime in an organization.

In this article, we’ll highlight a couple of features in your accounting software that are tasks included in a good internal control process. But first, let’s look at how the word CRIME is an acronym for internal control components…

Read full article in PDF: Internal Control in Dynamics SL

From QuickBooks to a Modern ERP System? Why ROI Matters

Entry-level accounting solutions like QuickBooks become very inefficient the larger your company grows. They have many hidden costs represented by a lack of automation, manual processes, reliance on spreadsheets, and little or no business insight, all resulting in poor productivity. When you switch to a modern, cloud-based or on-premise ERP system (such as Microsoft Dynamics SL or Dynamics 365), you leave those hidden costs behind while gaining new hidden savings. This is why calculating your return on investment (ROI) is so important when evaluating changing to a modern ERP solution. Learn how it works in this short video:

Why Your ROI Matters When Replacing QuickBooks with Cloud ERP