When you purchase from a supplier, they expect to be paid accurately, reliably, and in a timely manner. Driven in part by supplier demands and expectations, many organizations are looking for opportunities to automate their processes. While automation delivers a wide range of benefits, enhancing speed of payment and reducing the likelihood that exceptions and … Read more
Features and benefits. Functionality and usability. Innovation and ability to execute. It’s so easy to look at software, company financial statements, and analyst reports to answer a variety of questions. These reports are out there to help you understand whether a vendor can provide what you need, whether or not the vendor is financially solvent … Read more
Change is hard. Shocking, right? Say you’re trying to get healthy. You go out and buy workout gear, get excited about your future self, and you make it to the gym for a day. You wake up the next morning sore—barely able to make it up the stairs—but are still willing to push through. A … Read more
It’s hard enough to manage a sales staff. It’s on the sales manager to set quotas, deal with egos, track results, enforce policies, coach reps, and lay the groundwork for success. But even when things are working out well, you still have more work on your plate. Something we discussed in a recent blog, it … Read more
Microsoft Dynamics GP is one of those reliable, familiar business management tools. Able to grow with your business, the product has been used by companies for decades. Better yet, with the announcement of their new “Modern Policy” starting in October 2019, Microsoft has made coming releases of Dynamics GP even more resilient and evergreen. However, … Read more
In today’s blog post we are going to explore some of the capabilities of Azure working together with Acumatica to provide an easy to use and secure way to log into Acumatica. You can use Azure Active Directory (Azure AD) as your identity provider for single sign on into Acumatica. But beyond that, we are … Read more
Construction is an interesting and diverse industry. It’s also an extremely competitive one that both drives and relies heavily on a strong economy. While construction companies still do work in bear markets, those who get the most work and turn the most profit are also the ones who are able to deliver the most value … Read more
A new feature was added to Microsoft Dynamics 365 Business Central to allow users to display vendor names, customer names, and item descriptions in ledger entries. This can be enabled in the following windows: Copy Vendor Name to Entries via a checkbox on the Purchases & Payables Setup page for Vendors Copy Customer Name to … Read more
Have you ever experienced this issue with Microsoft Dynamics GP? When both SmartList Designer and SmartList Builder are installed, SmartList Designer reports will not be able to be modified until SmartList Builder is temporarily disabled. This is an easy fix. The steps below describe how to do this. First open SmartList. Next, go to Tools … Read more
We occasionally get this question from our Microsoft Dynamics GP users: how do I post cash receipts automatically as deposits? To post cash receipts as deposits, first navigate to Administration > Setup > Company > Company. Next, click Options. Then mark the box next to “Automatically post cash receipt deposits.” Click OK, and then … Read more
In today’s business world, it pays to be in the know—and it pays to be in the know now. Any delay in reporting is money going down the drain, any time spent compiling these reports is time that your staff could be spending helping the rest of your business, and any time these reports have … Read more
In the words of twentieth-century journalist, satirist, and writer of aphorisms H.L. Mencken: “strike an average between what a woman thinks of her husband a month before she marries him and what she thinks of him a year afterward, and you will have the truth about him.” One could say something similar about their business … Read more
Microsoft recently released a fresh hotfix for Dynamics GP 18.2 in February 2020. This hotfix resolves a few different issues for Dynamics GP 18.2 users, but doesn’t affect other versions of the system. You should only look to install this hotfix if you’ve been seeing issues. If you haven’t, there’s no need to install the … Read more
Microsoft has long been a leader in business solutions. Their Dynamics solutions; such as, Dynamics GP, Dynamics SL, and Dynamics CRM, have gone through many changes over the years to continue to bring you improved technology. Many customers have been wondering if their current Dynamics solution will be supported in the future as Microsoft has … Read more
When printing checks in Microsoft Dynamics 365 Business Central, there are a couple settings to be aware of. The following steps will guide you through selecting the correct check stock and printing the checks during payment journal processing. Step One: Double-Check the Check Stock First, select the proper format to match your pre-printed check stock. … Read more
In the wake of Acumatica Summit 2020 and on the precipice of the release of Acumatica 2020 R1, our team is looking forward and planning our year accordingly. Each new release provides us with a slate of new features to learn, so that we are best equipped to help YOU. So be sure to subscribe … Read more
With the cold weather, short days, and snowy weather in the forecast, it’s officially slow season for the construction industry. Though we’re only a month or so from seeing business ramp up, you’re probably getting a bit stir crazy waiting for this to happen. We get it. However, you shouldn’t be letting this time go … Read more
It’s awards season—a time when everyone turns on the television to see if their favorite movie, television show, album, or musical took home the big prize for successes in the past year. While we can’t say whether Once Upon a Time in Hollywood or Joker will take home the prize for best picture, we can … Read more
Is it too early to talk about spring cleaning? Even if the winter has been mild (by Midwest standards), there’s still a bit of time before we open up the windows and go crazy on cleaning up our homes. But what about the situation at our companies? Maybe we shouldn’t wait for March or April … Read more
Acumatica is such a powerful, user-friendly platform in part because it’s so customizable for every customer’s unique needs. Whether it’s out-of-the-box functionality that just need small tweaks from experienced developers or any number of external add-on products. One of those add-on products that we recommend, and that our customers use frequently, is ShipEngine. ShipEngine allows … Read more
I’m writing this with the Day 1 Keynote music still ringing in my ears. Wow – what a presentation. Acumatica 2020 R1 is going to have a lot of exciting new features (as always) but this felt special in some way. Maybe it’s because this is the first Summit since EQT Partners acquired Acumatica in … Read more
Why is the budgeting process so awful? It’s a question that seemingly pops up annually—usually right after the budgeting process wraps up. Here’s the thing. It doesn’t have to be. Here are just a couple ways to help it evolve. As we discussed in our last blog on the budgeting process, too often, the process … Read more
2020 is upon us. Not only does this mean a new year, it also means a new decade. However, while there are many articles looking forward at the big trends in the coming year, we’d like to take a moment to look back. Two years may not seem like a lot of time for a … Read more
Have you ever used Track Changes in Microsoft Word, or received comments on your spreadsheets in Excel, or even PowerPoint, then questioned why a certain change was made? You try to contact the person who made the edit, but can’t locate them, they’re either in a meeting, or on vacation. So, now you’re stuck until … Read more