Bob Scott’s list of top accounting resellers released Boyer & Associates has once again made the list of Top 100 VARs, as published in the spring 2018 edition of Bob Scott’s Insights. This is the ninth consecutive year Boyer has made the list.“It has been a pleasure to win this award each of the past nine years,” said owner Jack Boyer. “I’ve known Bob Scott since my days with Solomon Software years ago, and winning Bob’s national recognition awards is something people have coveted for a decade.”The list is based on annual revenue and recognizes the top Value-Added Resellers (VARs) of accounting software typically referred to as Enterprise Resource Planning (ERP) products. Insights editor Bob Scott has covered the accounting industry … [Read more...] about Boyer named a Top 100 VAR for 2018
Boost your association’s non-dues revenue
And why tracking each revenue source’s success matters Are you struggling to find ways to boost your association’s revenue? Just breaking even would be nice, but with dwindling memberships maybe you’re finding that harder to do.You’re not alone. The American Society of Association Executives (ASAE) Foundation regularly reports on association revenue sources and ratios. According to a November 2016 report, revenues from membership dues were down to 45% of total revenue for trade associations and a meager 30% for professional associations.That’s a big change from the 1950s, when membership dues accounted for 95% of most association revenues. So how are today’s associations making up that deficit?The short answer is that they’re trying … [Read more...] about Boost your association’s non-dues revenue
Microsoft Dynamics 365 is in the cloud … so what?
By: Katie Erickson, Boyer & AssociatesBy now chances are good that you’ve heard of Microsoft’s big move with its latest accounting solution. Dynamics 365, the company’s newest Enterprise Resource Planning (ERP) product, joins the respected names of Dynamics SL, GP and NAV with at least one notable differentiator — It’s in the cloud.What exactly does that mean and why does it matter? Defining SaaS First, let’s define what it means to be “in the cloud.” The term is notoriously ambiguous and has no agreed-upon exact definition. Some simply explain the cloud as a metaphor for the Internet while others refer to it as a network of servers. In general, the cloud refers to a non-local place to store your data and programs. Most cloud-based … [Read more...] about Microsoft Dynamics 365 is in the cloud … so what?
The #1 tool you need to make the best business decisions
Make the most of raw data with Business Intelligence Every company has enormous amounts of data at their fingertips. You likely have detailed information on your customers, products, inventory, manufacturing and more. Given enough time, you could probably compile all that data into one massive report, but your job would still be only half done. The next step would be to analyze the data and make sense of it.That’s where Business Intelligence (BI) comes in. BI refers to the technologies and strategies that businesses use to analyze data. When referring to technological solutions, a BI product allows a company to take raw data and turn it into something useful for making decisions.A full Business Intelligence solution can provide insight … [Read more...] about The #1 tool you need to make the best business decisions
Dynamics SL Top 10 Tips
Want to speed up your work processes in Dynamics SL? These tips can help you learn the product better and customize where needed so that it works smarter and faster for your specific needs. This week we are sharing the first two in a series of 10 tips to help you improve efficiency in Dynamics SL: … [Read more...] about Dynamics SL Top 10 Tips
Creating Dynamics NAV Approval Workflows
How to allow for a single approval from a group of approvers In most of the Microsoft-provided documentation on workflow approval scenarios, Microsoft provides instructions on a single approver, multiple required approvers, or a hierarchical-approval structure. So far, none of the customers I've worked with on Microsoft Dynamics NAV workflow tasks have asked for these kinds of approval structures. In most cases, the structure requirement has been about the same: the event can be approved by any one of several supervising users, and once it's been approved by any one of these users, the approval process is complete and no other pending approval entries should be left outstanding. We can refer to this as a single approval from a group of … [Read more...] about Creating Dynamics NAV Approval Workflows
Dynamics GP Tips & Tricks: User Setup
How to set up a new user in Dynamics GPThis post will outline the steps to setting up a new user in Microsoft Dynamics GP and includes a recommendation to make the process a little easier. Note that you might need to be logged into GP as the “sa” (system administrator) user to complete this task.Navigate to Microsoft Dynamics GP menu drop-down >> Tools >> Setup >> System >> User: In the above window enter the User ID and the User Name. The User Type defaults to Full, and the Status is Active. Enter a password in the Password field and then again in the Confirm Password field. Now you have the option to mark the Enforce Password Policy. Doing so will make it so the password entered must meet your domain … [Read more...] about Dynamics GP Tips & Tricks: User Setup
Mass Updates in NAV RapidStart
Welcome to Part 2 in a series of blogs on how to make mass changes and additions to data in Dynamics NAV. If you missed Part 1, you can read it here.In this blog we will look at the first two of 10 steps in making a mass change or addition to data in NAV, specifically:Identify what you want to change or add to NAV, including which fields and tables are involved. a.) For changes to existing records, create a mapping table to identify under what circumstances certain records will get updated. b.) For new records, identify all the fields that need to be set up to add in the new data. Go into RapidStart and create your configuration package and download the tables and fields identified. Export this to Excel.Let’s get started! Step … [Read more...] about Mass Updates in NAV RapidStart
Outgrowing QuickBooks
EVENT: QuickBooks stunting your growth? Scale with MicrosoftJoin us for this informative webinar Thursday, April 7, 2022 at 10 a.m. CDT where we will take a look at Microsoft Dynamics 365 Business Central, a cloud ERP solution that's a great option for companies who are outgrowing QuickBooks. Sign up now!Top 5 Signs You're Outgrowing QuickBooksThis blog series has been consolidated and updated.Have you ever found yourself sorting through multiple spreadsheets to find the right information? Do you have trouble tracking key data because the information is spilled over onto multiple documents? “How should I track this?” you wonder as you glance at yet another page of statistics. “I guess I’ll just create a new spreadsheet.” If you feel like … [Read more...] about Outgrowing QuickBooks
NAV Tips & Tricks
1. How to Customize Columns in Dynamics NAV Sometimes it can be frustrating to open a list of data in Microsoft Dynamics NAV and see multiple columns of information that you don’t need — or worse, not see the columns you really do need!Not everyone in your company needs to see all the same details on a given list. Thankfully, Dynamics NAV is super customizable and allows each user to determine how a list appears for them.In a List view, you can:Choose Columns and arrange them in ascending/descending order to best organize the information relevant to you. Choose Header Height Apply your customized settings from one list to all Lists. As the below screenshots illustrate, simply click on the arrow next to Choose Header Height and … [Read more...] about NAV Tips & Tricks
