Jon Augdahl from the Boyer & Associates staff recently implemented in-house payroll in Dynamics SL for a large client with more than 2,000 employees. Implementing a payroll module can be tricky if it’s not correctly, fortunately this was a quick implementation that was completed in just a couple of months., We wanted to share a few things that Jon learned, and some tips that might help you if you decide to implement an in-house payroll system: 1. Staff – make sure that you have adequate staff to get you through the first month or two on the new system, and the last month on the old system. Payroll is the one module where making mistakes can be catastrophic. There will be many changes during a payroll implementation. Data … [Read more...] about Payroll Implementation Musings
Lessons from Implementing HR for a Large Dynamics SL Client
This post will discuss changing or updating the system and processes that affect the most valuable asset your organization has- your employees. Timing and accuracy was on Paul James (Boyer consultant) mind during the entire implementation of the HR component for a large Dynamics SL client located on an Indian Tribe in Northern Minnesota.As you can see above, this nice HR module for Dynamics SL was created in the Dynamics SL toolset so minimal user interface training or integration is needed during the implementation.The most important lesson that became apparent as our project was starting was the need for communication between Payroll and Human Resources. Like many organizations, this firm’s employees’ paychecks consist of inputs … [Read more...] about Lessons from Implementing HR for a Large Dynamics SL Client
GPUG Thrives in Minneapolis
If you are extremely interested in Dynamics GP and our Boyer twice a year meetings are not enough for you, please consider joining the Dynamics GP User Group (GPUG). Kristen Hosman, from the Boyer staff, is a member and would be happy to be your host for the next meeting. Some of the meetings are virtual so you don’t even need to leave work. Kristen has attended the GPUG Summit as well and can share with you what that was like last year.The Dynamics GP User Group (GPUG) is a place for users to share their experiences and learn more about GP. The group is made up of Partners and users who share the ambition of utilizing GP and all it has to offer. The community of users gets together remotely and face-to-face to share knowledge and best … [Read more...] about GPUG Thrives in Minneapolis
Getting Dynamics SL 2011 Working with Windows 8
Accountants hate change and Windows 8 brings us a lot of immediate change. We have a very busy, very technical consultant on our staff that told me he was too busy for Windows 8 and reinstalled Windows 7 on his laptop. What did I do? I bought a Windows Phone. I figured that if I could force myself to learn Windows 8 on the phone, using it on the computer would be that much easier. So I’ve had the phone for about a week and I’m getting used to it. Like most gadgets I’ve missed my iPhone a bit but am making great strides and I love the screen size of my Nokia 920.Below are the steps you need to follow as compiled by Jeff Larson, our Dynamics SL Environment specialist. Jeff is creative and able to get even unsupported environments … [Read more...] about Getting Dynamics SL 2011 Working with Windows 8
Real Value in Upgrading to Dynamics GP 2013
If you are a Dynamics GP Version 10 or Version 2010 user, you may think this post is going to be mostly about the 150 new features that are part of Dynamics GP 2013. …but “What’s New in GP 2013?” has already been covered by a few good bloggers.This post is about the slew of additional value that Microsoft is providing to its user base simply for paying your annual enhancement plan and transitioning to GP 2013.The first thought that comes to my mind is that unlimited payroll users are free. We had a client 3 years ago pay over $40,000 for payroll and HR. Now most of the costs to making this transition are in paying us to setup their payroll. Here in Minnesota more than in other places I’ve lived (Illinois, Pennsylvania) people avoid … [Read more...] about Real Value in Upgrading to Dynamics GP 2013
How to Add an SSRS report to the Dynamics SL 2011 Menu
This post is a technical post. I should warn you that if you do not do report writing or technical work with Dynamics SL you may fall asleep after the second sentence of the next paragraph. Please forward the link immediately to your more technical counterparts if you are in danger of a slumber episode. You should be able to make it beyond the bullets below regardless of your technical abilities or your attention span.By and large, the process for adding an SSRS report to the Dynamics SL 2011 menu is the same as adding any other report to the SL menu.First you need to create the report, which gives you an RDL file in the case of the SSRS report instead of the RPT of a Crystal Report. Copy that file into the Usr_Rpts directory (in … [Read more...] about How to Add an SSRS report to the Dynamics SL 2011 Menu
How to use Dynamics GP Unit Accounts to enhance your management reports
Many Dynamics GP clients use statistical data in combination with financial information to create key metrics that management uses to track the performance of a company. What many people don’t realize is that you can utilize Unit Accounts in GP to add metrics to existing financial reports.What are Unit Accounts? Unit Accounts are like Posting Accounts except that they are for non-financial or statistical data. Instead of currency, they track units.For example, a company might use Revenue per Headcount to measure the efficiency and productivity of its employees. Unit Accounts for headcount by department would need to be set up in the Unit Account Maintenance window (Financial>Cards>Unit Accounts.)Tip: It is best to select all … [Read more...] about How to use Dynamics GP Unit Accounts to enhance your management reports
5 Key Dynamics ISV’s to Visit at Convergence 2013
One of my favorite things about Microsoft’s Annual Dynamics User Group Meeting or “Convergence” each year (second only to seeing my buddy Pat Fitzhenry from Microsoft) is spending time with the Independent Software Vendors whose unique products make our strong but broad out of the box Microsoft ERP offerings into unique solutions for organizations.This post will be dedicated to the ISV’s I plan to visit first while in New Orleans on March 18th.1. Binary Stream. This firm offers three products that helped start our year well in 2013. Binary offers a Multi-Entity Management program that allows many entities or balance sheets to reside in one Dynamics GP database. My second favorite product is their Advanced Recurring Contract … [Read more...] about 5 Key Dynamics ISV’s to Visit at Convergence 2013
Dynamics SL 2011’s Newest Feature Pack
Top Highlights - Dynamics SL Feature Pack 1The Microsoft Dynamics SL 2011 FP1 feature set centers on continued Project enhancements, Time & Expense Web Services, and the inclusion of Business Analyzer for Dynamics SL 2011. Here are some of our favorite highlights from this release:1. Hard Close by Module The ability to post to closed fiscal periods can now be controlled at the module level. A new Posting Options tab is added to the GL Setup screen.2. Batch Control report by Module Printing of batch control reports can now be controlled at the module level. The option Automatic Batch Reports is changed to Automatic Batch Reports for all Modules. This prints all batch reports for all modules as before.3. … [Read more...] about Dynamics SL 2011’s Newest Feature Pack
Tips to Understanding the Function Keys in Dynamics SL
If you’ve seen another Dynamics SL user take a shortcut entering data that you did know, you might want to file this post. This post shows what all the function keys in Dynamics SL can do for you.F1 – Brings up the help screen for the screen you are working in. This example show me working in the Dynamics SL Voucher Maintenance screen.F2 – Moves you into a field in the grid to allow you to edit that value. Normally, when you traverse a grid, you are not truly in the fields that you move over. Changes made will be put into the field, overriding the existing value, but you can’t edit the existing value. This function puts you into the field, allowing you to act on the contents of the cell.F3 – Brings up the possible values list for … [Read more...] about Tips to Understanding the Function Keys in Dynamics SL
