Greetings, Here's our latest news and insights. Enjoy! ~ Donna and Irene

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How to Become a Strategic CFO

By Michael Camp, VP of Marketing, Synergy Business Solutions

The role of finance departments, especially in small-to-mid-size companies, is dramatically changing. Traditionally theirs was a secondary role. They were locked into the tasks of keeping the books, paying the bills, and delivering historical financial information to executives. Moreover, they were bound by the constraints of using burdensome, non-integrated financial systems.

Today, because of the advent of fully integrated systems (some of them cloud-based and some of them on-premise) and their ability to access data from any web-enabled device, that has changed. Finance departments can now take advantage of highly integrated systems that deliver vastly improved insight into an organization's potential through real-time data on dashboards. Moreover, they can keep up with change through regular innovative technology refreshes. These advances enable CFOs to become a strategic corporate asset.

Read more on becoming a strategic CFO

Dynamics SL:
How to Launch Screens and Subcreens in Customize Mode

By Don Wachtveitl Senior Consultant, Synergy Business Solutions

I have wondered for years how to launch a subscreen in Customize Mode and could never figure it out. I swear I’ve asked other consultants about this before and nobody knew, or would admit to knowing. Well, someone told me so now I’m going to share this wonderful piece of knowledge.

Many DSL screens have buttons that launch other screens. Some are screens that end in 00 and may be launched elsewhere from a module menu. Some are screens that end in 00 and may not be launched elsewhere from a module menu. Finally, some are subscreens that do not end in 00 and can only be launched from an open DSL screen.

SL Screens and Subscreens in Customize Mode

Dashboards—Taking Them Up a Notch

By Irene Bushnell, Intacct Practice Director, Synergy Business Solutions

Intacct Dashboards provide meaningful information and Business Intelligence (BI) information in one place. They are great for giving you the information you need to manage what you do, day-to-day, in your accounting position. Taking a little time upfront to make a Dashboard (or dashboards) useful and meaningful can save you significant time in finding, reviewing, and researching accounting data.

It would take a 40-page article to showcase all of the functionality and features available with Intacct Dashboards. In this article, we wanted to share a few of the features you may not be using that can really help take your Dashboards up a notch.

Intacct Dashboards


Irene Bushnell directs Synergy's Intacct practice. She has been with Synergy for two and a half years. Irene has 30 years of experience in accounting, accounting software implementations, and process improvement. Her previous positions include being a partner at Anderson ZurMuehlen & Co, a CPA and business-advising firm in Montana.

Irene really enjoys talking with clients and helping them think outside of the box to solve their business process challenges. "It is great when we configure the software to the client's specific needs and help them improve efficiencies," she says.

Be aware that Irene enjoys playing April fools jokes. One year at Anderson ZurMuehlen, she brought in some homemade chocolate chip cookies on April fool’s day. Unbeknowst to her co-workers, she put a ton of salt and pepper in the cookies. "It was hilarious watching people take a bite and try to be polite about how horrible they were," she says.

Dynamics SL 2011 is now unsupported. if you would like to discuss an upgrade to get on a fully supported version of SL, contact your Client Services Manager.

COMING SOON: Synergy is Providing SL Training Webinars!
Stay tuned for an invitaiton to our first webinar on October 12. Our next two webinars are on these topics.

How to Streamline Your Use of General Ledger

How to Streamline Your Use of Accounts Payable

We look forward to seeing many of you at the annual Dynamics SL User Group Conference (DSLUG)!
September 28-30, San Diego, CA.


Join us on the next webinar!
Intacct 2016 Release 3 Highlights
September 28 | 10:00 AM Pacific
See Agenda and Register Now!

Register for the annual
Intacct Advantage Conference!

October 24-28, Orlando, Florida

An incredible learning opportunity for Intacct users. Tracks include:

  • Business Leadership
  • CFO Summit
  • Insights and Reporting
  • Nonprofit
  • Projects

Register Now!

"...a great opportunity to gain more technical understanding... classes are all top-notch. Great energy!"
~ Maria Richards, Harding Marketing

Contact your Client Services Manager to discuss
any of these opportunities or updates:

Cindy Smith: 503-601-4076 |
Teresa Johnson: 503-601-4085 |

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Synergy Business Solutions
16250 SW Upper Boones Ferry Road
Portland, OR 97224


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