Jack Boyer introduction: Jon Augdahl has been a key person for us for the past 7 years. Jon came to us as a senior consultant and is now our Dynamics SL Practice Manager. Jon focused on project-centric businesses in the past as a controller for a construction firm and then as an implementer of Timberline.In addition to Timberline, Jon has implemented project-related modules using Dynamics SL, Dynamics GP, and Epicor.Jack Boyer: Jon, why do you like Dynamics SL so much compared to the other project modules you’ve implemented in your career?Jon Augdahl: There are a lot of things that I really like about Dynamics SL. Here are a few:1. You are able to enter a transaction that is project related in every transaction screen. That means … [Read more...] about Interview with Dynamics SL Practice Manager Jon Augdahl on Dynamics SL 2011
AP Automation
Dynamics SL is known for its Multi-Company and Project Accounting capabilities. Dynamics GP is known for its strong financial modules and integration tools.Still the fact is that many of our clients on both sides simply buy and use General Ledger, FRx or Management Reporter for Financial Statement creation, and then Accounts Payable. Many add Accounts Payable EFT to get out of the writing checks tedium, but still…more than half of our clients on both sides are using these Microsoft products for their financial capabilities, not their distribution or project capabilities.Which begs the question…”What about AP Automation?” Isn’t there more we can do to eliminate the effort involved in having someone key in invoices for us to pay when … [Read more...] about AP Automation
Easier Sales Order entry in Dynamics GP
When we compare our Dynamics GP product to our Dynamics SL product, we find the following to be true.1. Dynamics GP is easier to set up and get going quickly.2. Dynamics SL is more fully featured.SalesPad, a distribution add-on helps bridge the gap between ease of use and being fully featured. People entering sales orders in SalesPad have a much easier time getting their orders in while at the same time having better features than the Sales Order Processing (SOP) and Purchase Order Processing (POP) modules offered by Dynamics GP.In the Sales Order screen within SalesPad you cansee the whole ship to address and easily change that Ship To address. rearrange fields yourself as a user so that the fields are in the order … [Read more...] about Easier Sales Order entry in Dynamics GP
Sharing Business Portal Queries
Why would anyone need a Business Portal query when they have Quick Query on the Dynamics SL side and Smartlists on the Dynamics GP side?BP queries can be accessed with a $200 user via a Light User license. To use either Quick Query or Smartlists, you need a full user which could cost you $2250 for a Business Essentials user or $3980 for an Advanced Management user.Our environments specialist put together this document below for our team to facilitate sharing a nice Business Portal query that someone invested good time into but wants to share it across the organization to get more value for the Microsoft Dynamics’ using organization. Purpose: To share a query in your My Queries folder with other Business Portal users by moving them to a … [Read more...] about Sharing Business Portal Queries
A Better Way to Show Discounts on Quotes
We have a client here in the Twin Cities, MN, USA that resells door hardware mostly to schools. Before using Dynamics GP, this client was going through challenging quote gymnastics each time they did a quote.They were challenged when they would not discount the quote for the client, and they were challenged internally, with a lot more work and setting future unwanted expectations, when they would offer a discount.Because they did not want the client to see the word “Discount” on the quote-thereby encouraging each client to ask for a discount each time something was quoted, they went through the difficult process of effectively discounting each line item so that the quote itself did not show the word “discount” at the bottom-but footed … [Read more...] about A Better Way to Show Discounts on Quotes
Lockboxes with Dynamics SL
Microsoft Dynamics SL has a powerful Lockbox module that was developed by Sandler/Kahne Software. The module was developed in the Dynamics SL toolset and looks and feels like the other modules that Microsoft licenses. Why do people consider lockboxes rather than having checks mailed directly to them? Here are a few reasons:To increase cash velocity by reducing the outstanding float created by not sending the money straight to the bank. Many large banks deposit money several times a day so often your cash gets deposited a day earlier as well. To save time as the lockbox software does the cash application for you automatically. When the bank scans the checks using Optical Character Recognition (OCR), they … [Read more...] about Lockboxes with Dynamics SL
Dynamics SL-Many Ways to Bill Customers
Over the past 17 years we’ve been in business here in Minnesota, we’ve supported a grand total of only 5 accounting software packages. But 5 is still enough to get a good taste for what is good and bad about a particular accounting software product.One of the many things I like about Dynamics SL, is its ability to deliver invoices to clients however those clients/customers want to see them.Invoicing and meeting client/customer demands for invoice formats can be a pain. No one wants to re-key invoice formats into Excel or Word for large clients to “keep the business”. Some businesses have picky clients that want their invoice formats to be very specific.In the Project Series there is a module called “Flexible … [Read more...] about Dynamics SL-Many Ways to Bill Customers
Dynamics GP for Dummies
I’ve always found the “For Dummies” books ironically satisfying. The titles require a self-deprecating and humble audience, yet the authors these “Dummies” hire are usually the best.I’ve read Patrick McEnroe’s “Tennis for Dummies” having played some tennis and experienced some of the best tennis coaches (for my kids) in the central part of the U.S. It takes a real expert to make complex concepts easy to grasp. The kid brother may not have been as good a player as his brother, John, but he sure is articulate and practical. Rather than grasping for straws today on a blog topic, I looked through my bookshelf and found “Small Business for Dummies" by Eric Tyson and Jim Schell. It reminded me how fun yet insightful … [Read more...] about Dynamics GP for Dummies
YMCA of St. Paul and Minneapolis Improves Financial Reporting and Operational Efficiency with Microsoft Dynamics GP
July 12, 2011, Minneapolis, MN --- Boyer & Associates, (Boyer) a leading provider of business management solutions for mid-sized businesses, announces the completion of an ERP financial management project for the YMCA of Greater St. Paul and Metropolitan Minneapolis, a membership-based non-profit organization committed to meeting local needs in health, youth development and social responsibility. Boyer & Associates implemented Microsoft Dynamics GP to help consolidate financial information across the organizations, improve budgeting and forecasting capabilities, as well as streamline financial reporting.To update the non-profit’s older legacy-based financial management system, Boyer & Associates implemented Microsoft Dynamics … [Read more...] about YMCA of St. Paul and Minneapolis Improves Financial Reporting and Operational Efficiency with Microsoft Dynamics GP
Closing The Month Faster with Dynamics SL and GP
Steven Bragg is the author of “Fast Close” and 18 other accounting books including one of the most best read accounting books in the U.S.-“Accounting Best Practices”.Some of you may be thinking that you would prefer to watch a Minnesota Twins game where the club makes their annual come back from a slow start into an exciting pennant contender. If you are more consumed with getting the books closed faster, this post is for you.Each year it seems there is more and more pressure to close quickly with Sarbanes-Oxley requirements and organizations eagerness to find out early how they performed due to the economy.Some of the bullets from Bragg’s book on closing your books more quickly are the following:Shifting the timing of closing … [Read more...] about Closing The Month Faster with Dynamics SL and GP
