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Management Reporter provides the flexibility of consolidating financial data across one or multiple organizations in one single report. This report includes a summary (consolidated) report for all companies as well as the option to view a report for each of the companies that you are using on the consolidation.

The simplest method to create a consolidation of all companies is by using a reporting tree. A reporting tree is an optional “building block” that allows you to list all companies to be consolidated. Once the report is generated you will have the option to select any company from the reporting node on the consolidated report.

 


Viewing Companies Side by Side

The second option for consolidated reports is to show each company side by side. This can also be achieved by defining a reporting tree with all companies and using that reporting tree to assign each company on separate columns.


Consolidated currency translation 

Management Reporter also offers the ability to consolidate different currencies in on the report, where users can select at real-time any currency previously setup in each Dynamics GP company. The following items must be set up to achieve currency translation:



 

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Published in WebSan Blog

 

The Fixed Assets module for Dynamics GP helps your business improve its asset management by automating the accounting processes surrounding your property. You can use Fixed Asset Management, to set up, enter, and maintain asset records. When necessary, you can add insurance and user-defined information and create additional records for each asset, including investment tax credit information and lease information.

Smiley face Simplify the depreciation process with modification, recalculation, averaging, comparison and projection capabilities.

Smiley face Capture asset information in multiple books, allowing depreciation to be tracked under different methods for alternative reporting needs.

Smiley face Provides accurate and accessible information – capture changes necessary for tax and financial reporting purposes.

Smiley face Improve efficiency by automatically connecting with Intercompany, Purchasing and General Ledger modules

 

 

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Published in WebSan Blog

 

The Professional Services Tools Library (PSTL) can be implemented in your Microsoft Dynamics GP environment very quickly. This add-on contains a large assortment of 25+ free tools for any business wanting to increase their business productivity. These modules are listed below;

    • Database Disabler – Allows the administrator to block users from logging into a company. The company will not appear in the list of companies when logging in to Microsoft Dynamics GP until the administrator unblocks the database.
    • Shortcuts Copy – Use this tool to copy the shortcuts options from one user to another user.
    • Update User Date – The Update User Date utility automatically updates the user data in Microsoft Dynamics GP to the next date at midnight each day. This is useful if Microsoft Dynamics GP is left running overnight.
    • Menu Inquiry Utility – Shows windows that are enabled and visible in Microsoft Dynamics GP.

 

    • Account Modifier / Combiner – Change a single or multiple account number(s) into new account numbers. Combine all of the open and historical data from two account numbers into one number or combine a range of numbers.
    • Checkbook Modifier – Allows the change of an existing checkbook ID to a new checkbook ID.
    • Fiscal Period Modifier – Use the Fiscal Period Modifier to change fiscal year definitions and reset data in the open and history tables. See detailed instructions before using this tool. Clicking on Setup Periods button removes previous year’s definitions.
    • GL Master Triggers – Keep the account numbers in sync between company databases. Add an account number to one database and it automatically replicates to other assigned databases.

    • 1099 Modifier – If the vendor was not set up as a 1099 vendor, can be used to update the records.
    • PM Master Triggers – Adds new vendors to additional selected company databases.
    • Vendor Combiner – Use the Vendor Combiner tool to combine a current vendor ID with another existing vendor ID.
    • Vendor Modifier – Use the Modifier tool to change an existing vendor ID or range of vendors to a new vendor ID. All work, open and history transactions are moved to the vendor ID.
    • Vendor Name Modifier – Use this tool to change the vendor name.
    • Minimum PO\Receipt Number – Stops Microsoft Dynamics GP from looking backward for unused document numbers.
    • POP Cost Defaulter – Defaults the current cost or the standard cost from the item master card instead of from the Item Vendors record.

 

 

    • Customer Combiner – Use this tool to change or combine customer numbers without any loss of work, open or historical records.
    • Customer Modifier – Change the customer name on all work, open and historical records.
    • Customer Name Modifier – The Update User Date utility automatically updates the user data in Microsoft Dynamics GP to the next date at midnight each day. This is useful if Microsoft Dynamics GP is left running overnight.
    • Receivables Transaction Unapply – Reverses the effect of applying payments, credit memos or returns, even if there are discounts and/or write-offs associated with the document.
    • Customer Item Lookup – See prior purchases made by a customer during the sales order entry process.
    • SOP PO Number Check – Checks to see if a Customer PO number has already been entered on a sales transaction.

 

    • Inventory Site Modifier / Combiner – Change or combine the current Site / Location Code to a new code without losing any data.
    • Item Number Combiner – Combine two items number that were setup for the same item and both were used.
    • Item Description Modifier – Change item descriptions on all previously created transactions – including sales orders and purchase orders.
    • Item Number Modifier – Change an item number to a new item number.

 

    • Certified Payroll Report – Use the Certified Payroll Report with US Payroll to add a project number to employees’ hourly transactions and track them on a per project basis. This tool will also capture information posted from the Timesheet Entry window in Project Accounting Timesheet Entry. Print these transactions on a weekly report and view employees, departments, job titles and pay codes by project.
    • Employee Modifier – This tool allows the user to change an existing employee ID to a new employee ID.

 

    • Fixed Asset Modifier – Change or combine the current Site / Location Code to a new code without losing any data.
    • Doc Date Verify – Prevents entry into an undefined fiscal period.
    • Default Add Item POP / SOP – Forces new items in the Sales Transaction Entry, Purchase Order Entry, Receivings Transaction Entry and Purchasing Invoice Entry windows to be added as items and not as non-inventory items
    • Company Copy – This tool allows the setup and report option information from one company to be copied to another company.

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Published in WebSan Blog

 

In today’s digital banking system, transferring EFT or ACH files to/from your bank has become a key element of any modern business. The EFT for Payables module for Dynamics GP will give your company the ability to automate this process entirely within your existing Dynamics GP environment. Proper utilization of the EFT for Payables module will increase productivity and reduce manual cheque processing.

Smiley face

     
  • Learn more about the EFT for Payables module for Microsoft Dynamics GP.
  •  
  • Eliminate costs associated with postage
  •  
  • Stakeholder has grown accustomed to-the convenience of this immediate payment method. 
  •  
  • Further, it is more environmentally friendly.
  •  
  • More secure than a cheque payment.

 

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Published in WebSan Blog
Wednesday, 12 September 2018 18:03

Great Power BI Reporting Ideas for Dynamics GP

Learn how to read the data from Microsoft Dynamics GP in Power BI. In this webinar, we’ll be sharing great reporting ideas for Dynamics GP and demo our favorite dashboards. The dashboards that will be presented in this webinar are:

  • Financials Dashboard
  • Sales Dashboard
  • Project Accounting Dashboard

Date: Wednesday September 26, 2018
Time: 2:30PM - 3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

 

Published in WebSan Blog
Wednesday, 21 June 2017 13:41

Employees Quit Management, Not Companies

Out of the many reasons employees choose to leave a company, majority are likely to point back to a problem with how a company decides to manage their employees. According to Forbes, three common reasons that have motivated employees to quit is if the employee feels intellectually stifled, they lack autonomy, and/or they feel as if though their work is unrecognized and unappreciated. If you’re worried about losing your best and brightest, see how ERP software implementation can help you address some of these concerns.

Dealing with unchallenged employees

Repetitive tasks such as entering order entries or entering General Ledger Reconciliation and Collections can be labour intensive, creating unmotivated and unhappy employees. With built in automation functions however, these tasks can be completed in minutes, allowing your employee to use their time more productively and apply their efforts to more worthwhile tasks.

Lack of autonomy

To micromanage or to establish various security protocols that hinders your employee’s ability to do their jobs can easily make an employee feel as if they aren’t trusted to make basic decisions in their work. ERP software such as Dynamics GP resolves this issue through employee portals, which allows employees rights to access necessary information and to communicate with other members of the team for help or assistance.

Failure to Recognize Good Work

Commending an employee for a job well done can go a long way. Instead of neglecting the work that employees have put in, managers should acknowledge when an employee has gone above and beyond to complete their assigned tasks. Now with ERP software, managers and supervisors can track the progress of every phase of a project and establish benchmarks. By tracking a project step by step, managers can review when specific tasks have been completed and by which employee, allowing them to appropriately praise or reprimand an employee for the quality of their work.

WebSan is a multi-award winning Microsoft Partner with over 15 years of experience. If you’re unsure as to whether you’re ready to have us as your Microsoft Dynamics cloud hosting partner, why not click here and see what our clients have to say about us?

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Tips & Tricks

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One of the most notable features of the new release of Microsoft Dynamics GP is an improved version of the web client. The web client allows users to access some of the system’s capabilities on-the-go, and gives IT professionals the deployment option of providing users with a URL to log into the system. Below, we list the most significant improvements and how GP is now easier to use than ever before.

1. Integrated search functionality

Apart from finding the window or the report that you need, the integrated search functionality will bring up a list of all the open windows and reports that are relevant to your search term and criteria. With this feature, users no longer need to remember where a specific window is. By typing the window name into the search field, the web client will immediately hyperlink to it.

2. Support for a variety of web browsers and mobile devices

The web client, which was previously only accessible using Silverlight and Microsoft browsers, can now be run through iPad, android tablets, Internet Explorer, Microsoft Edge, Google Chrome, Mozilla Firefox, and Safari, since it uses the latest release of the universally accepted hypertext markup language – HTML 5.

3. Enhanced user experience

The user interface has been refreshed, with the banner now enabling users to log in and log out and indicate which company they’re logged into. The new web client also has the distinctive feel of Office 365 with the Office banner.

To learn more about the new features of Microsoft Dynamics GP 2016, click here or contact us

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Microsoft Dynamics GP
Monday, 18 April 2016 00:00

5 Great Microsoft Dynamics GP Resources

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Over the years, the Microsoft Dynamics community has grown and evolved into a worldwide system where end users and partners can network, collaborate, and share their knowledge of GP. There are a number of events that bring us together in person, and resources that bring us together online. Here are 5 great resources that you can turn to for help in the Dynamics GP community:

  • The Dynamics GP Blogster – Mariano Gomez (MVP) provides you with his insightful knowledge of Dynamics GP

[http://dynamicsgpblogster.blogspot.ca/]

  • Community Dynamics – a forum used to ask questions about Dynamics GP and have them answered by GP professionals from all around the world

[https://community.dynamics.com/gp/f/32]

  • Dynamics GP User Group – a communication channel for GP professionals to network and share their Dynamics GP knowledge

[https://www.gpug.com/home/welcome]

  • Dynamics User Group – a forum for end users to ask questions about how to use Dynamics GP

[http://dynamicsuser.net/gp/f/103]

  • Dynamics GP Land – Christina Philips and Steve Endow (both MVP’s) share their knowledge of Dynamics GP

[http://dynamicsgpland.blogspot.ca/]

If you are looking for Microsoft Dynamics GP training and support, look no further! We offer exceptional customer service! View our Dynamics GP support plans and visit WebSan University

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics GP

See a Complete List of GP FeaturesTop 5 Reasons to get Dynamics GPRead our Hosted Dynamics GP FAQ

The Microsoft Dynamics GP 2016 release date is set for early spring. Here is some information that has already been released on the new features:

Microsoft Dynamics GP 2016 HTML5 Interface

This eliminates the need for the Silverlight interface for the GP 2016 Dynamics Web Client.  The HTML5 web client is expected to improve performance and navigation in the Cloud. 

The new interface is expected to cover the entire product in its initial rollout.

Microsoft Dynamics GP users will be able to fully access the software from any device that supports HTML5 web browsers.

All-in-One Doc Viewers

This feature allows users to view all related sales documents for a single transaction in one window. This can be accessed from Customer Maintenance, sales inquiry windows, navigation lists, and the home page.

Workflow Enhancements

This feature gives the user more control. Email notifications can be sent to the new approver for:

  • Delegation
  • Escalation
  • Alternate approval

Top Features Requested by Customers

Other features will include:

  • HTTPS Support for Management Reporter Viewer
  • Export SmartList Numbers
  • View Power BI charts on the homepage
  • And more

 

As the Largest Hosting Provider for Microsoft Dynamics in Canada, and with over a decade of experience in Enterprise Software solutions, online business, and financial accounting software, the experts at WebSan know how to help you transform your business. Contact Us for more information.

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

 

2016-Roadmap

  • HTTPS Support for Management Reporter Viewer
  • Export SmartList Numbers
  • View Power BI charts on the homepage
  • And more
Published in Microsoft Dynamics GP

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Our Manufacturing Series for Microsoft Dynamics GP came to an end in February. We've had an amazing journey and we've been excited to receive comments from users all over the world, saying how helpful this series has been to their everyday work.

This series will teach you everything you need to know about Manufacturing in Dynamics GP. We are offering the whole series for only $180 in WebSan University. You also have the option to purchase the courses individually.The series includes course outlines, videos, and tests to help you navigate through the manufacturing module in GP.

Here are the manufacturing courses that we have available in WebSan University:

  • Manufacturing Series Part 1: Manufacturing Basic Concepts
  • Manufacturing Series Part 2: Manufacturing Items and Bill of Materials
  • Manufacturing Series Part 3: Mfg Machines, Labor Codes, and Work Centers
  • Manufacturing Series Part 4: Routings and Manufacturing Order Processing
  • Manufacturing Series Part 5: Sales Orders and Manufacturing Integration
  • Manufacturing Series Part 6: Outsourcing and Work in Process (WIP)
  • Manufacturing Series Part 7: Master Production Scheduling
  • Manufacturing Series Part 8: Manufacturing Setup
  • Manufacturing Series Part 9: Standard Costing
  • Manufacturing Series Part 10: Manufacturing Reports   

Click here to view our manufacturing series

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics GP Training
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