Jon you have implemented many of the usual suspects in the project arena over the past 10 years. You’ve put Epicor into a large advertising agency here in Minneapolis, you’ve implemented Dynamics SL into several offices of an even larger advertising firm. You’ve used and implemented Timberline’s Construction Software product. You’ve also implemented Dynamics GP and its project series for a software consulting firm.Jack Boyer: With all of this experience, what are the things that really stand out to you about Dynamics SL making it exceptional for project-centric firms?Jon Augdahl: Creative professional services firms tend to enjoy extending their creativity into their invoicing. They are creative in determining what they would … [Read more...] about Dynamics SL in the Professional Services Space- An Interview with PSA expert Jon Augdahl
An Interview with Ruth Ann Ellerbrock from Plumbline Solutions
An Interview with Ruth Ann Ellerbrock, Plumbline Solutions For those of you that are not familiar with Plumbline Solutions, this professional services organization was spawned from many former Solomon Software employees. They offer application programming and support services to Dynamics SL consulting organizations, and perform a lot of the actual coding for Microsoft once Microsoft determines which feature sets they want to add to future versions of Dynamics SL. We have used them for overflow client support and Plumbline has always done a nice job.I’ve known Ruth Ann for a very long time (25+ years) and can attest to her abilities as a technical person as she helped many of our clients out of tough situations-especially … [Read more...] about An Interview with Ruth Ann Ellerbrock from Plumbline Solutions
Be Thankful Dynamics GP Users
Yesterday was Thanksgiving 2011 here in Minneapolis, MN, USA. More than 97% or our 250 or so Dynamics clients have renewed their plans. We have roughly the same number of Dynamics SL clients as Dynamics GP clients so, as you would guess, most clients renew their plans on both sides. ERP/Accounting Software has a reputation for being “sticky” due to the expense and disruption of change and in this economy not too many are buying or changing systems. Most are upgrading because it costs less and they can migrate all of their data-rather than only some of it.So if you are a Dynamics GP client right now-what do you have to be thankful about on this day of thanks?There are many reasons and I want to share them with you.1. Dynamics GP still … [Read more...] about Be Thankful Dynamics GP Users
Be Thankful Dynamics SL Users
Today is Thanksgiving 2011 here in Minneapolis, MN, USA. More than 97% or our 250 or so Dynamics clients have renewed their annual plans. We have slightly more Dynamics SL clients than Dynamics GP clients so, as you would guess, most clients renew their plans on both sides. ERP/Accounting Software has a reputation for being “sticky” due to the expense and disruption of change and in this economy not too many are buying or changing systems. Most are upgrading because it costs less and they can migrate all of their data-rather than only some of it.So if you are a Dynamics SL client right now-what do you have to be thankful about on this day of thanks?There are many reasons and I want to share them with you.1. Dynamics SL still has … [Read more...] about Be Thankful Dynamics SL Users
Dynamics ERP Environment Specialist Jeff Larson on FRx vs Management Reporter
Jeff Larson came to Boyer & Associates in 2008 along with support of 100 Dynamics SL clients in an client acquisition deal with semi-retiring owner Bud Brenneman. Jeff has always focused on areas that your typical accounting software consultant is a bit weak-the environment-namely supporting and maintaining SQL Server, Windows Server, Sharepoint Server, client operating systems such as Windows 7 and XP.Jeff does a lot of FRx troubleshooting support and many Dynamics SL and Dynamics GP upgrades for us. Jeff is methodical, and precise when he does an upgrade-rarely missing the opportunity to ensure that a client has tested a custom program, screen, or report prior to going live with the new version.Jeff also supports internally our … [Read more...] about Dynamics ERP Environment Specialist Jeff Larson on FRx vs Management Reporter
Interview with Dynamics SL Developer Rob Sushak
Rob Sushak has been a Dynamics SL developer on our team since 1996. He knows a few things about the programming toolset. Rob has an honors degree in Computer Science from the University of Illinois and has focused his career with us on extending Dynamics SL in various ways.Rob has created custom reports using Microsoft’s SQL Server Reporting Services, assisted people in our Dynamics GP group with complex queries but mostly he has focused on adding new screens and even entire modules to clients systems that want more of their data not only tightly integrated with Dynamics SL-but an integral part of Dynamics SL.Two of the larger projects Rob has worked on over the years have been with large, national, transportation firms that wanted … [Read more...] about Interview with Dynamics SL Developer Rob Sushak
FUTA Tax Rate adjustment and Dynamics SL
The FUTA tax rate changed on July 1st from .8% to .6% on earnings under $7,000. Because of how Dynamics SL calculates deductions, we advised most clients to leave the rate at .8% for the remainder of the year. If the rate was changed on July 1st, then Dynamics SL capped the FUTA deduction based on the .6% rate times 7,000 = $42. Anyone that had over $42 in YTD FUTA computed did not get any more tax withheld. It did not take the wages below 7,000 times .6%.This necessitates an adjustment to be made at the end of the year to correct the FUTA tax expense and liability. We have created a script to calculate the correct amounts by employee. Please let us or your consultant (if reading this from the Microsoft site and not the Boyer & … [Read more...] about FUTA Tax Rate adjustment and Dynamics SL
An Interview about Supporting Your Own Dynamics SL with Colleen McCoshen
This interview will be with a person who has supported Dynamics SL for 13 years. She has used Dynamics SL at a large in-ground floor heating firm based here in Minneapolis and uses Dynamics SL for the accounting for this 3.5 million dollar a year Microsoft Dynamics partner. She supports all of the Dynamics SL modules including the ones she does not use. She uses general ledger, accounts payable, accounts receivable, FRx, Project Controller, Project Time and Expense, Project Allocator, Flexible Billings, eBanking, Cash Manager, and Payroll.She has been an extremely valuable employee due to her deep knowledge of the software product, Dynamics SL, but also because of her ability to do so much in so little time both with our business and … [Read more...] about An Interview about Supporting Your Own Dynamics SL with Colleen McCoshen
Practical Examples of Useful Smartlists in Dynamics GP
Our Dynamics GP Practice Manager, Ron Pederson, does wonderful demonstrations of Dynamics GP. The part where Ron shows Smartlists working together with both the reminders on the Dynamics GP splash page and Microsoft Word for a mail merge makes people understand how well integrated to the rest of the Microsoft stack Dynamics GP is.So the demonstration of Smartlists starts with Ron opening up the Smartlists opening screen and then stating his problem. “I have a fair number of vendors that I’ve sent checks to that have not given me their federal tax id number so I can send them a 1099.” He then creates the Smartlist against the vendor record filtering out vendors who are NOT 1099 candidates and whose Tax ID field is not set to a empty or … [Read more...] about Practical Examples of Useful Smartlists in Dynamics GP
Dynamics SL Quick Query and Dynamics GP Smartlists Compared
MSDynamicsWorld asked me to write a guest blog on comparing Dynamics SL’s new Quick Query function (new in Dynamics SL 2011) to Dynamics GP’s Smartlists.The post is at this link http://msdynamicsworld.com/story/easier-reporting-microsoft-dynamics-sl-2011-gains-gp-quick-query. Please read if you are a software consultant or are interested in comparing the two tools.We were very excited to have Quick Query added to Dynamics SL 2011 and this post points out some further enhancements that Smartlists has that we would love to see in the future. … [Read more...] about Dynamics SL Quick Query and Dynamics GP Smartlists Compared
