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Archive for the ‘Best Practices’ Category

A Great Quote

Wednesday, October 21st, 2009

“The significant problems we are facing cannot be solved at the same level of thinking we were at when we created them” - Albert Einstein

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Do You Struggle With Managing Sales Tax Payments For Multiple Jurisdictions?

Monday, October 19th, 2009

There’s a better way!

Let me start by saying that I am not typically in the practice of using my blogging space to promote products or services, but when I see a product which I believe can potentially save so much time and headache, I feel compelled to spread the word…

If you sell goods and services in multiple states, you know how critical it is to make sure the taxes are calculated and reported correctly.  Making mistakes costs money in a multitude of ways.  If you’re using Dynamics GP, you can stop creating Sales Tax Schedules and Details for every taxing authority in play.  You can even stop creating returns for all of those entities.  How?  (more…)

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Accounting, Job Cost & Business Management Software: Reengineer or Replace?

Friday, August 14th, 2009

I happened upon an article recently that I felt was worth sharing. http://www.naylornetwork.com/ngc-nwl/articles/?aid=42831&projid=2841

The topic of the article is when a business has come to the point where their current GL and / or job costing software is not working for them anymore, should they re-engineer it or replace it? I believe there are benefits to both approaches,  (more…)

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Customizing Dynamics GP - Home Page Layout

Wednesday, August 12th, 2009

One of the best parts of Microsoft Dynamics GP is the ability customize the interface in a way that makes sense for you. As a rule, customizations are saved for each individual user and will persist everytime they log into Dynamics GP. That being the case, how good is this feature, if you don’t take advantage of it?!

This installment represents the first of a five part series addressing the customization options of Dynamics GP. Below is a summary of the other planned topics to be covered: (more…)

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Accounting Software Selection Priorities

Wednesday, July 15th, 2009

A good number of the companies we interact with are looking to replace the accounting software they have outgrown. More often than not, it is QuickBooks or some other entry level software package. Sometimes the most challenging thing for companies to get past is the price tag. This is unfortunate because while price obviously has to be a factor, it should not be the leading selection criteria. Take this study conducted back in 2005 by Deloitte & Touche LLP, referred to here and brought to my attention by my colleague Jason Carter: 1500 executives were asked to rank 10 factors in order of importance to them in selecting accounting software. Of these executives, there were 1st time buyers and then those who had purchased 2 or more times. (more…)

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Getting the Most Out of Dynamics GP?

Wednesday, July 8th, 2009

If you are a user of Dynamics GP, when is the last time you went out to CustomerSource? Have you taken advantage of any of the online training? What about new releases - what version of the software are you on? The current version is 10 and support for version 8 is running out soon! If you are on the Business Ready Licensing (BRL) model, are there modules you already own that you have not implemented? If you are not on BRL, have you looked at the offer to migrate? What about conferences? Convergence? GPUG (GP Users Group)? (more…)

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Microsoft Dynamics GP Upgrade Checklist

Monday, July 6th, 2009

Upgrading your core financial and business management software, like Microsoft Dynamics GP can be a daunting task, but if you are organized and the computers involved are in good working order, are current on Windows patches and service packs, it really isn’t bad. However, because this system is central to your business, you certainly want to put some planning into the process. We use a checklist for most everything we do and GP upgrades is no exception. Having a checklist can make a big difference. (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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