Every finance professional knows the importance of budgeting. A company can thrive or dive based on its ability to handle resources wisely. Recently, I’ve heard the term “forecasting” a lot. At first glance, one might dismiss it simply as a synonym for budgeting, but in reality the two represent very different ways of approaching your company’s financial welfare. Let’s take a closer look.Budgeting is a detailed, comprehensive look at how management envisions the business will perform in terms of results, financial positioning and cash flows for a specific period of time. Budgets are typically updated once a year, though managers might take remedial steps along the way to bring actual results back on track with the projected … [Read more...] about Budgeting Vs. Forecasting For Better Business
Lifecycle Matters for Dynamics SL 2011 Support
Many Dynamics ERP users of SL, GP and NAV are curious when these products will stop being supported and what that really means to them. Often, Dynamics SL clients have significant customizations relative to our other clients so more planning and testing is required on upgrades.Microsoft Lifecycle information can be found at the Microsoft support site. Below is key information on product support for users of Dynamics SL 7 and Dynamics SL 2011:Microsoft Dynamics SL 7: The end date for extended support is October 10, 2017. Microsoft Dynamics SL 2011: The 2011 version is moving from Microsoft mainstream support to extended support starting July 12, 2016.If you're unsure what version you are currently using, go to "Help" and then … [Read more...] about Lifecycle Matters for Dynamics SL 2011 Support
Exporting Dynamics Management Reporter Reports to XPS
What is XPS? XPS was designed as a replacement for the Enhanced Metafile (.EMF) format. It is similar to a .PDF file, but is based on XML instead of the PostScript language. ProsIt is an electronic document that can’t be changed, true paperless document. The XPS viewer is usually installed on all newer windows operating systems.ConsThere is no security around the information exported or who gets the report. The user is unable to drill into the details of the data.Improvements The ability to add comments directly to the report and have them show up on the export is a very nice feature that MR added over FRx. XPS – MR Viewer This method is similar to printing with a couple of differences. The first difference is that on the … [Read more...] about Exporting Dynamics Management Reporter Reports to XPS
Generating and Sharing Management Reporter Reports to UNC Locations
ProsThere are no files to distribute to the users Allows the users to select different versions of the report, such as the previous month.ConsThe user is not always aware of when the reports have been updated for the month. The link may have a different name but it always opens the current version.Improvements You don’t accidentally write over the previous months report, requiring you to recreate it. Generating Reports On the Output and Distribution tab in the Report definition select the Generate to Multiple library locations. Then select the Library location where the file will be generated to and then on the right hand side browse to the UNC path where a short cut will be placed for the report or click add and manually … [Read more...] about Generating and Sharing Management Reporter Reports to UNC Locations
Generating and Sharing Management Reporter Reports to SharePoint
ProsThe users can be notified when the report is updated. Allows users not logged into the network to view the reports.ConsMay require additional software and costs. The link may have a different name but it always opens the current version.Improvements This feature was not available with FRx. Generating Reports The first step is to configure Share Point to allow Management Reporter to generate reports. You will need to log into the server, open services, scroll to the MR Process Service and right click to go to properties to find the user id that generates the reports for MR. Now go to the SharePoint folder where the reports will be generated to and go to the library settings.Sharing Reports Now go to … [Read more...] about Generating and Sharing Management Reporter Reports to SharePoint
Comparing Nonprofit ERP Products: Benefits of Serenic Navigator
With over 60 of the Twin Cities’ best-known nonprofit organizations as our clients across three middle-market ERP products, we believe Boyer has earned the right to present ourselves as experts to those in the nonprofit community who are searching for accounting software. Come to our Nonprofit Accounting Software Comparison Event on March 24 to see […]The post Comparing Nonprofit ERP Products: Benefits of Serenic Navigator appeared first on Boyer & Associates.Source: Microsoft Dynamics NAV … [Read more...] about Comparing Nonprofit ERP Products: Benefits of Serenic Navigator
Is Data Warehouse the Best Tool for Nonprofits?
When you have decisions to make but an overabundance of data, how can you make the best decision? This is where data warehousing can be helpful particularly for nonprofit organizations that pull data from multiple data sources. This article explains how a data warehouse can improve management and analyses of your information from Microsoft Dynamics GP, Dynamics SL or Dynamics NAV. What Is a Data Warehouse? A data warehouse (DW) is a multi-dimensional database or a virtual storage unit that houses diverse transactional and operational data sets. Think of it this way: if you could add a third dimension to an Excel spreadsheet, you could organize all of your transactional and operational information. Management of DWs involves a technical … [Read more...] about Is Data Warehouse the Best Tool for Nonprofits?
Boyer & Associates wins VAR Stars 2015
We are eager to announce that Boyer & Associates has been selected as a member of the Bob Scott’s VAR Stars for 2015, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software. “Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business.” --Bob Scott, executive editor of Bob Scott’s Insights. A focus on Non-Profit entities in the Twin Cities of Minneapolis and St. Paul has allowed Boyer to gain many of the area’s best known non-profits as clients. Specifically in the areas of The Arts, Large Medical Associations and Social Service. Boyer’s client base … [Read more...] about Boyer & Associates wins VAR Stars 2015
Boyer & Associates to Host Microsoft Dynamics SL and GP Year-End Events on December 10
Minneapolis – November 30, 2015 — Boyer & Associates (Boyer), a Minneapolis provider of business management ERP solutions for mid-sized businesses, announced today that it will be hosting two Microsoft Dynamics ERP client year-end events for Microsoft Dynamics SL and Microsoft Dynamics GP users on Thursday, December 10, 2015.The free events, open to Boyer clients and non-clients, will be held at the Microsoft Technology Center in Edina, MN from 8:30 a.m. – 11:30 a.m. (Dynamics SL) and 1:00 p.m. – 4:00 p.m. (Dynamics GP). Attendees will have an opportunity to learn what steps should be completed and when for year-end closing of GL, AP, AR, Inventory, Fixed Assets, Payroll, and Closing Analytical Accounting. The event will also review … [Read more...] about Boyer & Associates to Host Microsoft Dynamics SL and GP Year-End Events on December 10
Security Tips in Microsoft Dynamics GP
Since security has become more complicated in Dynamics GP, there are times when it becomes difficult to figure out what tasks a user needs assigned in order to access a certain window. In the beginning of this blog post, we will show you the detailed information and how we previously did this. In the later half of this post, we provide a new script that you can run that will help automate this process for you.Usually the main security issue is that a user tries to access a certain window and get an error saying they do not have permission to open that window. Initially, you could determine the requirements by creating a DEXSQL log of the permission error. Start this log just at the moment before you click the link or open the window, then … [Read more...] about Security Tips in Microsoft Dynamics GP
