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Free Resources for Accounting Software Users

Thursday, July 16th, 2009

Free Resources - yes, FREE.

In today’s climate of ‘doing more with less’ it’s crucial that you understand the resources available to maximize efficiency from your software investments.
Did you know:

  • Most accounting software maintenance plans include free online training;
  • User groups, forums, and chat rooms can offer valuable free advice and support;
  • Social networking sites such as LinkedIn, allow you to join software groups and create your own group to share knowledge, troubleshooting tips & tricks, and business process advice;
  • Accounting software maintenance plans typically include a number of free telephone and online support calls;
  • Most accounting software websites have someone waiting to chat with you about inquiries and requirements. It’s instantaneous, and free.

(more…)

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ERP Software Implementations Gone Wrong: Part I

Thursday, July 2nd, 2009

“Nobody can go back and start a new beginning, but anyone can start today and make a new ending.”
- Maria Robinson

Organizations that decide to take that next step from Quickbooks, Peachtree, or other entry level accounting software system, typically do so with a confident understanding that it will take them to the next level in their business life cycle. They’ve outgrown the simple inventory systems, the modest job cost functionality, or the non-existent service dispatch software required to keep things running smoothly and ultimately, keep customers coming back time and time again. (more…)

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Compliance doesn’t have to be difficult

Friday, May 8th, 2009

Are you tracking employee data in Excel or another database outside of your accounting software system? If you outsource payroll, you probably are. If you’re using Dynamics GP you can use the employee database even though you don’t process your own payroll. You can send employee letters, produce compliance reports, or send internal status changes using one tool:

• Employee address, telephone number, birth date
• Social Security Number, EEO Category, Gender
• Position, Job Description, and Supervisor
• Date of Hire, Adjusted Hire Date, Review Dates, and Last Day Worked
• Marital Status, Spouse Name, Spouse SS#
• Workers Comp Code, Rate of Pay, Employment Type, and Status

Use the standard reports out of the box or export to Excel for more detailed reporting.

We all have to track employee demographics for one reason or another. Why not keep it as simple as possible?

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Job Cost: Not Just for Contractors Anymore

Friday, April 17th, 2009

Every business needs to understand and control costs. Sometimes high level cost analysis is enough, but more often than not, businesses need to know true costs on specific activities or projects in order to evaluate how profitable they are or were. It is not uncommon for companies to “guess” or estimate how profitable individual jobs or projects are. Having this precise, detailed information can take the guesswork out and help you make adjustments going forward, ensuring increased profits. (more…)

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Less.

Wednesday, March 25th, 2009

“Doing more with less” is a goal we’ve been helping customers achieve recently. Cutting costs, cutting unnecessary tasks, and cutting out the clutter, can all contribute to a lean, efficient, and profitable outcome.

 

I have listed some ideas below - some are related specifically to Dynamics GP, and some are generic.

  1. Create a ‘default calendar’ that defines how you want to spend your time in a week or month. Stop allowing interruptions and distractions that take you away from your default calendar. Post the default calendar near your desk to remind you of the hours and categories of time that are critical to your success. Let everything else go that you can, and delegate.

(more…)

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Stimulus Plan Affects Payroll & HR

Monday, March 23rd, 2009

New tax table changes will be available for download the last week of March. If you process payroll in-house, be sure to get the March 2009 Round 4 U.S. Payroll Tax Update for Microsoft Dynamics GP downloaded from CustomerSource and installed for your 1st payroll in April. Round 4 includes all previous state and federal tax table updates for 2009 as well as new federal tax table and program code changes required by the recently-passed economic stimulus legislation (American Recovery and Reinvestment Act of 2009). (more…)

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EFT in Payables for Dynamics GP: The Real Benefits

Wednesday, February 11th, 2009

How to cut costs and improve the bottom line with Dynamics GP Accounts Payables

Yes, we are in some strange economic times. Regardless of the industry and type of work that puts bread on our table, we are constantly seeking ways to cut costs and improve the bottom line. Even in the best of times, it’s an ongoing mission.

The trend toward reliable enterprise resource planning (ERP) and industry specific operational software has helped large and small companies become more strategic in their business planning and expense management. If you’re using Dynamics GP, you’re in great position to take advantage of operational efficiency and increase profitability. (more…)

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Stepping it Up!

Friday, January 9th, 2009

I’m glad 2008 is history. Collapses and oversights like Bear Stearns, golden parachutes, a $700 Billion bailout (or whatever you prefer to call it), the Dow falling nearly 34% for the year; the worst year since the great depression, Bernie Madoff (?!!?), and more bad business from our automakers, make me crave change. I just want to move on. Unfortunately these events are not just last year’s chapter. Recovery will take time, require foresight, planning, and creative change.

It’s not a time to hunker down and wait it out. Rather, it’s time to step it up and take advantage of the investments you’ve already made. Maximize your resources. And for those of you who are my clients, that means maximizing productivity and business intelligence with your Microsoft Dynamics GP system.

Below I’ve provided some suggestions and also the tool you would use to carry each out. I have focused on specialty construction clients, but these ideas apply to most businesses: (more…)

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