Keeping up with tax rate changes can be difficult, leaving you to wonder if you have all the appropriate tax codes set up properly and up to date. Worry no more!One of Boyer & Associates’ vendors recently came out with a third-party connector that works with Avalara’s online AvaTax system. Avalara offers cloud-based solutions to help companies stay compliant and current with constantly changing sales tax rates and more.The new AvaTax Connector integrates Avalara’s AvaTax online tax service with the following modules of Dynamics SL:Accounts Receivable Flexible Billings Order ManagementWhen the Save function is completed in these invoicing screens, the transactions are sent and update the AvaTax online system. AvaTax tax … [Read more...] about Connector Makes SL Tax Updates Easier
Dynamics SL: ‘In’ Function Made Easier
It can be difficult for Dynamics SL users to remember how to use all the different operators available in the Dynamics SL ROI screen.ROI stands for Report Operations Interpreter and is simply the screen you see immediately prior to running any non Management Reporter report in SL. Typically, the screen is used to filter or sort reports at run time.Here is a simple tip in version 2015 that makes doing an "In" function easy:On the "Select" tab of an ROI screen, choose your field. For our example, let’s say the field we want is "Account." Then choose your "Operator of In." Finally, do a PV on the "Value" fields. PV stands for Possible Values and is the same as hitting the F3 function key to display what your choices are.This new … [Read more...] about Dynamics SL: ‘In’ Function Made Easier
Budget Import in SL Just Got Easier
When our clients have a problem that needs solving, our Dynamics consultants go out of their way to get the job done — even if that means creating an entirely new product.That’s how Budget Import Utility © for Dynamics SL was born back in 1999. This product was written as an enhancement to Dynamics SL accounting software.The product is designed to allow the user to import a budget from a selected file in Microsoft Dynamics SL. The structure of that file is defined by the user in the setup program, allowing a great deal of flexibility.The Budget Import Utility © program allows the user to specify the following:fiscal year company (selected from the list of available companies) ledger (selected from the list of non-actual … [Read more...] about Budget Import in SL Just Got Easier
Dynamics SL Tip on ROI ‘Between’ Function
For those of you who use Dynamics SL at a fairly technical level, you are probably familiar with the terms ROI and PV. ROI stands for Report Operations Interpreter and is simply the screen you see immediately prior to running any Dynamics SL Crystal Report. The purpose of the screen is to filter or group the report the way you want it to show at run time.It can be difficult to remember how to run all the different operators in the Dynamics SL ROI screen. Below is a tip in version 2015 that makes doing a “between” function easy.On the Select tab of an ROI screen, choose your field. For this example, let’s say the field is Account. Then choose your Operator of Between and do a PV on the Value field. PV stands for Possible Values and is … [Read more...] about Dynamics SL Tip on ROI ‘Between’ Function
Dynamics SL Quick Fix For Tab Key Problems
Users of Dynamics SL sometimes have a difficult time remembering to use the tab key to move to the next field during data entry in the input screens.A fix to this is a somewhat hidden option. In the tools menu item there is an option to use the enter key to move from one field to the next. Turning on this preference is a simple process as shown below:1. From the main menu of Dynamics SL there is a button in the top right hand corner, Tools. Click on Tools and select Options.2. Select the below option and click OK.This is a user specific option so each user will have the ability to select their preference. This can also be helpful for new employees who are not familiar with Dynamics SL and are used to hitting enter to move to the … [Read more...] about Dynamics SL Quick Fix For Tab Key Problems
Four Great Reasons to Keep Using Dynamics SL
Since I worked at Solomon Software for nine years, readers might assume that I continue to push this product out of a sense of nostalgia or loyalty. While I consider myself a loyal person, that is not my reason for sticking with what is now called Dynamics SL. Here are four great reasons for our firm’s continued support and passionate embrace of this platform: 1. Our Clients Still Love SL Boyer & Associates currently supports a $1 billion pork producer, a $300 million marketing agency and a $100 million franchise of one of the largest moving companies in the country. All of these firms have been SL clients for a long time. All of them have substantial customizations that upgrade without a lot of pain outside of routine testing. We offer … [Read more...] about Four Great Reasons to Keep Using Dynamics SL
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
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
Management Reporter Tips and Tricks – 48. Web Viewer Default
Here's this week’s Management Reporter tip for Microsoft Dynamics ERP:Do your reports keep opening up in the web viewer like below?Change your default to the MR Report Viewer in the Reporter Designer under Tools. This will have a few more options available that the Web viewer does not have.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – P&L Check Figure. … [Read more...] about Management Reporter Tips and Tricks – 48. Web Viewer Default
