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Dynamics GP (102)

Sunday, 01 July 2012 10:00

Homepage Metrics

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Happy Canada Day!

For those enjoying a little R&R today, imagine this was your every day!  To get achieve that, you would need to start building some automation into your business processes.  The first step you can take is by ensuring your reporting is easily & readily available.

Homepage Metrics offer out-of-the-box reporting that covers all GP modules.  There exists an extensive list of potential reports one can use.  These are automatically integrated to ones Homepage for easy & quick viewing.

Try adding some Metrics to your Homepage today by selecting the pencil icon / edit button on the Metrics heading.

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Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Partner offering implementation & support services for large & small firms in a variety of industries.

Monday, 01 October 2012 09:00

Modern day time and expense management

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Employees can work from home, the office or on the beach. Because of the IT cloud movement you no longer have to be confined to your desk. That doesn’t mean that less work gets done, it just means you have more of a flexible environment to work from. This can make you more efficient and manage your time better because you now have options. Generation Y is all about “multi-tasking” and being technology driven.  So it’s only logical to have employees enter their time and expense via internet/remotely.

According to Forrester Research , as of 2011, about 34 million people work from their residence occasionally. Forrester Research also predicts that the number of people who work remotely will nearly double -- to approximately 63 million people -- by the year 2016.With that said, the modern day time and expense management needs to keep up with this growing movement.

A benefit from an employee’s perspective is being worry-free about forgetting to enter an expense or time worked. If you come home and realized you forgot to enter your time, you can now go on the internet and enter it right away. Being able to enter your time or expenses as they occur increases accuracy.

A benefit from an employer’s view is that work can get done regardless of where their employee is. It’s now easier to capture your employees’ time and expenses. No more paper!

WebSan Solutions Inc. has been named a 2012 Impact Award Finalist for ERP Partner of the Year!

"We're thrilled with the recognition of our contributions to our Clients' successes and our position as the leading Canadian Hosted Dynamics GP Partner." stated Andrew King, Managing Director.

Here's a complete list of the 2012 Impact Award Finalists.

We'll find out November 13 if we won or not!

Stay tuned!

Saturday, 05 January 2013 09:35

Microsoft Dynamics 2013 Released

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The long awaited Microsoft Dynamics GP 2013 was recently released right before the holiday season.  The latest version has a number of new features which we have previously discussed in this blog, the most important of which is greater flexibility in terms of deployment.  Also included is RapidStart Services, a tool designed to speed up implementations while lowering project risk.

Contact WebSan Solutions Inc today at This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more about Microsoft Dynamics 2013.

Microsoft Dynamics 2013

Microsoft Dynamics 2013

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Partner offering implementation & support services for large & small firms in a variety of industries.

Accounting staff must always ensure that the general ledger and the sub-ledgers are in balance at all times.  Often, our support team will be asked to assist when they aren’t in balance.  When this occurs, we generally run the Reconcile to GL routine in GP in order to determine the cause.

Dynamics GP 2013 includes a new feature to help reconcile the Bank & Inventory sub-ledgers to one’s General Ledger.  This functionality previously existed for Accounts Receivable and Accounts Payable sub-ledgers.  Further the Reconcile to GL window now includes both the General Ledger and Sub-ledger balances on it for quick review.  The additional sub-ledgers for reconcile will help ensure customers have a quick and easy way of ensuring their records are accurate.

Adam MacIntosh is a Senior Project Implementation Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

WebSan Solutions Inc., Largest Canadian Cloud Dynamics GP Partner announced the latest release of its Time and Expense portal for Dynamics GP.

Working with Microsoft Dynamics GP for many years has given WebSan the opportunity to help clients overcome many business challenges. Their latest Time and Expense Portal continues to allow Dynamics GP users to enter time and expenses anytime, anywhere without the typical limitations of Microsoft's Business Portal solution.

Some of the key features that are now included in the latest release are the following:

  • Seamless integration with Dynamics GP database
  • Process timesheets and expenses in an easy to use, web-based format
  • Handle Canadian VAT (value added tax) and US taxes seamlessly
  • Automatic approval workflows for time and expense submission based on $ limits
  • Track days off, holiday and vacation time
  • Purchase requisition approval module
  • Internal reporting for timesheet status, expense reports and history
  • Works with on-premise or Cloud-deployed Dynamics GP
  • SQL Report viewer with self-managed security and ability to export to Word, Excel, PDF or Images
  • Built in user messaging

To see WebSan’s Time and Expense portal in action click the link:

http://www.youtube.com/watch?v=MCu3BM3DInA&list=UUHAtQ9fSm1oPZYDW37ELFAA&index=1

“Business Portal could never handle Canadian VAT taxes for us. We constantly had to modify expense reports in PDK in order to properly account for the taxes. WebSan’s Time and Expense portal has completely eliminated manual intervention and streamlined our expense management process immensely!” – Controller, Canadian Software service provider.

Thursday, 28 February 2013 10:29

Determining the Best Reporting Tool for the Job

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There is no doubt that Microsoft Dynamics GP offers a wide variety of custom reporting methods that can enable anyone in your organization to get real-time reporting quickly and easily – whether it be SmartLists, Linked Excel Reports, SQL Server Reporting Services (SSRS), or Management Reporter (MR). As a report developer, typically it’s not too difficult to find the data that you need for a given reporting request – instead, sometimes the biggest challenge is just figuring out which reporting tool to use when creating the report.  I’ve found that there are a few key questions you can ask that can immediately narrow down your options for you.

Will non-GP users need access to this report?

If your answer is “Yes”, then SmartLists are automatically out of the question, as these can only be accessed from within GP.

Will users need to run this report for various scenarios?

If your answer is “Yes”, go with either SSRS or Management Reporter – these are the only 2 reporting methods that allow “parameters” that the user can play with before running the report.  These parameters make it easy for the user of the report to run it for a specific scenario that suits their needs.

Is it a financial report that requires a lot of comparisons?

If your answer is “Yes”, you may find it easiest to go with Management Reporter.  In MR, it’s much easier to create financial reports that allow you to compare Actuals vs. Budget, Actuals vs. Prior Year, etc. or run statements as at a certain fiscal period.

Does the report require totals and sub-totals?

If your answer is “Yes”, then SmartLists should be avoided.  While SmartLists are a great and very dynamics tool for GP users, its biggest downfall is the fact that you can’t show totals for columns without exporting to Excel and adding them manually.

Are the users of the report tech-savvy?

If your answer is “No”, you may want to veer towards a Linked Excel report.  In most cases, even the less technical users have some sort of experience with Excel, in which case you are better off giving them a report that they can access in a familiar environment.

Does the report require a lot of flexibility in the way it is presented?

If your answer is “Yes”, you definitely want to go with SSRS.  While Linked Excel reports can be customized to some degree, it requires a lot of extra work.  SSRS, on the other hand, gives you the flexibility of having multiple tables positioned however you need, graphs, gauges, conditional formatting, and more right out of the box.

Do users want to access this from anywhere over the web?

If your answer is “Yes”, you’ll want to go with SSRS for sure, as this is the only reporting tool of the bunch that can be integrated into a web browser for viewing over the web.  While viewing SSRS reports over the web is not a standard feature, it is possible – for example, WebSan’s Time and Expense Portal allows users of the portal to view any SSRS report over the web and also allows administrators of the portal to manage security around which users have access to which reports.  To see more on WebSan’s Time and Expense Portal, check out the following link:

http://www.youtube.com/watch?v=MCu3BM3DInA&list=UUHAtQ9fSm1oPZYDW37ELFAA&index=1

Rahim Jiwani is an Application Specialist at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Rahim can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 217.