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“The difference between getting somewhere and nowhere is the courage to make an early start.” – Charles M. Schwab

 

Microsoft Dynamics GP is a great tool to improve your company’s efficiency, but are you getting the most out of your system?  Perhaps your sales team is spending too much time entering documents when they could be generating sales.  Or maybe locating complete customer information is a challenge with your current data setup as you jump from window to window for a complete picture.  SalesPad can improve these and other functions in your business by enhancing the Microsoft Dynamics GP user experience for better sales results.

 

Here are four ways SalesPad transforms your Microsoft Dynamics GP user experience:

 

Simplify your document entry process.  Dynamics GP is a complex application.  SalesPad makes it simple.  Entering documents such as quotes, orders, invoices, and returns is made easy with SalesPad, so your team can spend less time typing, and more time serving your clients. 

All-in-one view of your customers.  Many companies store vast amounts of customer information in their systems, but data is often dispersed throughout the software and can be a challenge to consolidate.  SalesPad makes it easy to get a 360 degree view of your customer so you can view all their relevant data on one screen.  Visible data can be fine-tuned to present only the information you need see, when you need to see it.

Inventory visibility.  Inventory management can be complex, especially when your system isn’t designed to present a complete view of your data.  SalesPad Inventory Lookup allows your company to leverage Dynamics GP’s sophisticated inventory storage capabilities by offering complete inventory access with just a few clicks.  View all aspects of your inventory on a single screen.  Save time.  Save money. 

20/20 view of your business.  Easy-to-use tools like Workflow, Sales Analysis Reports, and the Purchase Advisor allow you to view your business in 1080 p high definition.  Know what is happening in the company every step of the way with complete visibility, no matter where you are.  SalesPad Mobile allows access to critical information from your smart phone or tablet, allowing you to take your business with you anywhere. 

 

Please join us on June 13th at our Microsoft Dynamics GP  Free Lunch n’ Learn User Group Meeting in St. Louis, MO to hear SalesPad Solutions, LLC discuss their tool’s for enhancing your Dynamics GP user experience and much more.  Click here to register!

 

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.  If you have additional questions or would like to learn more about what Microsoft Dynamics GP can do for your organization, please contact us today to setup a “Free Discovery Call” at 636-237-2280 or email at sales@turnkeytec.com .

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

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“Everything should be made as simple as possible…but not simpler.”

 -Albert Einstein                                             

 

We recently held a Microsoft Dynamics GP User Group Meeting in St. Louis, MO.  Our feature speakers were the owners from Reporting-Central.  One of their products that caught my attention was “The Validator”.  This product helps Dynamics GP users eliminate manual validation and reconciliation processes to make Microsoft Dynamics GP a better business solution by continuously monitoring critical areas of their solution.  Also, another major takeaway that I think many current users of Microsoft Dynamics GP would find very interesting are the most commonly overlooked Set-Up and On-Going Use issues in Dynamics GP.  Here is a small list that Reporting-Central shared with us.

User Security Set To POWERUSER

Future Fiscal Periods Open

Maximum Account Length set too low

Posting Not Set To Create Journal Entry Per Transaction

Dex Lock

Interrupted Batch

Stuck Process

Account Maintenance Allows Account Entry on Control Account

Account Posting Level Set To Summary

Maintain Account History Not Checked

Retained Earnings Category Not Set to 27

Checkbook Allows Duplicate Check Numbers

Customer Accounts Receivable Control Account empty

Maintenance Customer Missing Salesperson

Maintenance Customer Missing Tax Schedule

Vendor 1099 Box Checked With No Tax Id

Old Open Purchase Orders

These are just a small sample of the issues that Reporting-Central’s software can monitor and alert Microsoft Dynamics GP users.  If you have additional questions or would like to learn more about how “The Validator” could help your Microsoft Dynamics GP investment, please give me a call today at 636-237-2280 or send me an email at mramatowski@turnkeytec.com .

I would also invite you to download an upbeat and engaging new white paper, “25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP”.  This report includes 25 examples from real companies – from non-profits to distributors and many in between.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a solution like this.

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“Mediocre men wait for opportunity to come to them.  Strong, able, alert men go after opportunity.” B.C. Forbes

Debates over online sales tax, and related statutory rules and rate changes have vaulted sales and use tax compliance to the top of every savvy businessperson’s 2013 action list. Understanding how to implement safeguards and systems, monitor widely varying statutory rules, and find efficient ways to collect and remit the right sales and use tax to the right jurisdiction at the right time, can flummox even the most compliance-minded businessperson.

The following five sales tax compliance tips identify steps your business can take to address 2013’s particular challenges. Developed by Avalara sales tax experts, these are a starting point, rather than an exhaustive strategy, for addressing sales and use tax compliance in 2013.

Tip #1 — Determine tax liability by analyzing changes to nexus rules

While most businesses have some concept of nexus—the connection between a business and a taxing jurisdiction requiring sales tax collection and remittance — many are unaware of dramatic changes to nexus laws happening now. There are numerous developments on the federal level, but this tip focuses on state level changes that are currently underway. These rule changes significantly impact out-of-state remote sellers (such as online retailers), but all businesses should watch nexus laws closely.

Tip #2 —Stop ignoring consumer use tax

Use tax is defined as a tax on the use of tangible personal property (TPP) not otherwise subject to sales tax. Generally speaking, a purchaser owes use tax on taxable items purchased on which they paid no sales tax or less tax than the applicable sales tax rate. Unlike sales tax, the remittance responsibility lies with the buyer (either a business or an individual). In some cases, the purchaser would be a business, such as a manufacturer or a distributor, buying goods outside the state or online, to use, or consume as TPP. Use tax must also be paid when a business withdraws goods from inventory for its own use, if sales tax was not paid on those items at the time of purchase. It is the responsibility of a business to self-assess when, and if, use tax is accrued and to pay the state and/or local tax authority on a tax return.

Tip #3 — Understand changing exemption certificate rules

Tracking and filing exemption certificates, the bugaboo of many a well-intentioned business owners, has just gotten more complicated. In 2013, several governors have already proposed plans that would change what their states exempt from sales tax.

Tip #4 —Know when, where, and how to remit sales and use tax returns

Even companies that work hard to accurately track and update changes in sales and use tax rules, boundaries, and rate changes often fail to remit their liability correctly. Knowing which form to use, where to file, and what to include in your returns, can be an onerous task.

Tip #5 —Get Help

Companies trying to accurately collect, file, and report sales and use taxes face an uphill battle in 2013.

Please join us on April 17th for a free educational webinar hosted by Avalara, on “Sales Tax Automation and How to Take the Lead in All 50 States”, including how to grow into new markets and stay compliant. This thought leadership webinar will be presented by industry leading experts from WithumSmith + Brown. They will share the critical steps to growth and what you need to know when looking to go forward with a new state.

I also invite you to download an upbeat and engaging new white paper, “25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP”.  This report includes 25 examples from real companies – from non-profits to distributors and many in between.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

If you have additional questions or would like to learn more about what Microsoft Dynamics GP 2013 can do for your organization, please contact us today to setup a “Free Discovery Call” at 636-237-2280 or email at sales@turnkeytec.com .

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“What isn’t tried won’t work.” – Claude McDonald

 

Has your Microsoft Dynamics GP General Ledger Cash Account Balance not matched your Bank Reconciliation Checkbook Balance before and you weren’t sure where to look?

 

Here are 4 common reasons why they might not add up and things you might want to try for a solution to this problem.

 

Unposted batches in the General Ledger. There are some transactions (e.g. Payables Management Computer Checks) that post to both the Bank Reconciliation and the General Ledger. When these items are posted in their originating module, they automatically post in Bank Reconciliation affecting the balance; HOWEVER, depending on how you have your posting options setup, they may sit in an unposted batch in the General Ledger. This is easy to solve: Simply post your batches in the General Ledger.

 

Deposits haven’t been created in the General Ledger. This is a similar scenario to the previous reason, but somewhat in reverse. When payments received are entered in Receivables Management, Sales Order Processing and as receipts in Bank Reconciliation, they are sent directly to the General Ledger but placed in a holding spot to be entered on a deposit. Why? For easier bank balancing (and easier bank transactions analysis). Deposits in the Bank Reconciliation module should match the actual deposits with the bank. However, the General Ledger module may need to be setup to show the detail of receipts or set to “summary” depending upon your needs or desires. The solution: Check your Bank Deposit Entry window for any receipts not deposited.

 

Coding Error: You should never manually enter the Cash GL account. It will always default automatically when the Checkbook ID is referenced.

  1. A General Ledger journal entry was coded to the GL Cash account. If you are using Bank Reconciliation, this is a BIG NO NO!
  2. A Distribution Entry for a non-GL module was coded to the Cash GL account for a line other than CASH for the Distribution Type. Also a BIG NO NO!

 

Date Error: Document dates and the GL posting date span different fiscal periods.
To find errors, pull up the Checkbook Balance Inquiry and compare to the General Ledger Trial Balance for the same date range.

 

I hope you find these 4 reasons useful and my tips helpful.  I also invite you to download an upbeat and engaging new white paper, “25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP”.  This report includes 25 examples from real companies – from non-profits to distributors and many in between.

 

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

 

If you have additional questions or would like to learn more about what Microsoft Dynamics GP can do for your organization, please contact us today to setup a “Free Discovery Call” at 636-777-4110 or email at sales@turnkeytec.com .

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“Opportunities multiply as they are seized; they die when neglected. Life is a long line of opportunities.”  – John Wicker

 

ERP Software Blog contributors have collaborated over the last few months to offer success stories from our clients highlighting the impact that Microsoft Dynamics is making on their organization today.

Turnkey Technologies, Inc. has contributed story #24 Multi-line distribution update. We share how our client uses Microsoft Dynamics GP to connect their accounting and inventory system with a robust B2B e-commerce solution.

To learn more about this story or other ones like it, please read the white paper,    25 Brilliant Ideas to Outsmart Your Competition with Microsoft ERP today.  To explore how these ideas could impact your organization, please visit our website at www.turnkeytec.com  or give me a call.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“Change is inevitable in a progressive society.  Change is constant.” – Benjamin Disraeli

 

In today’s competitive global markets, small to midsize companies are finding it harder and harder to compete using the same tools they used 5-10 years ago to achieve their business goals.  More and more companies are looking at replacing their current accounting systems and are turning to Microsoft Dynamics GP .   Here are four signs you are ready to make a move:

  1. Maintenance – Annual maintenance is too expensive for the value it brings to the organization. Your current accounting software lacks the things you need to run the business.  Microsoft continues to invest billions of dollars each year enhancing Microsoft Dynamics GP for maximum value to their users.
  2. Integration – Doesn’t integrate well with other systems and can’t get at the data very easily. Microsoft Dynamics GP works well with third party applications because of the ability to use web services and the Microsoft .Net Framework.
  3. Reporting – Current reporting done manually and staff doesn’t have real-time access to decision- driving information.   Microsoft Dynamics GP has 220 out-of-the-box Office Excel reports that can be instantly refreshed, plus gain tighter control of consolidations, financial reporting and budgeting across your organization.
  4. Mobility –Executives and employees need information at their fingertips even when they are out on the road.  Accessibility to multiple devices like iPads, iPhones and smart devices is a must in today’s world.    Information has to be accessible over the internet, so users can access information on any computer, no matter where they are at.

These are just a few of the signs it is time to change, to learn more about Microsoft Dynamics GP go to www.turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“It is impossible to win the great prizes of life without running risks.” – Theodore Roosevelt

 

Deciding whether to upgrade or replace your current Accounting/ERP Software solution can be a difficult decision.  In most cases, “cost” is a major concern.  Microsoft Dynamics GP Software licenses are an important component in your investment, but licensing is only one portion of the cost of a system.

Other factors to look at are the costs of deployment, data conversion, implementation, third party software, training and ongoing support

Some of the questions you might ask your potential vendor might be:

  • What is your implementation methodology?  How can you assure me that all costs are being considered and included?
  • What Independent Software Vendors (ISVs) are included as part of the overall solution?  What are the initial and ongoing costs associated with these vendors?
  • What options to I have regarding data conversion – how much historical data should be converted?  Can my team convert the data or will the vendor team?
  • What costs may be associated with reporting?
  • What costs are associated with training?
  • Can you tell me more about your ongoing support and maintenance plans?

These are just a few questions that must be addressed.  For more guidance on questions to ask before buying ERP/Accounting Software,  check out this white paper “30 Questions Every CFO Must Ask About the Cost of Accounting Software”.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“The reality is that changes are coming…. They must come. You must share in bringing them.” – John Hersey

Stephen R. Covey, author of the bestselling self-help book “The 7 Habits of Highly Effective People” recently passed away this July.   This book has sold over 20 million copies since being released and has made me a fan of his work for years.  In my first blog post, I looked at the Habits of “Be Proactive”, “Begin with the End in Mind” and “Put First Things First”.  Today, I’m going to look at the other four habits and show how Microsoft Dynamics GP can help solidify them in your organization.

Think Win/Win – This habit has five interdependent dimensions of life which are: Character, Relationships, Agreements, Supportive Systems and Processes.  Microsoft Dynamics GP has the business tools like Dashboards, Key Performance Indicators (KPIs), and Real-Time Drill Down Reports to help your managers monitor your employees service levels better to make sure you’re meeting your commitments to your customers at acceptable levels for Win/Win to exist.

Seek First to Understand, Then to Be Understood – If you’re going to understand your employees, customers and suppliers, better empathic listening is the key.  This means that not only do you hear and understand the words but also listen with the eyes and hearts as well.  Microsoft Dynamics GP can help sales, service and business management staff members communicate and collaborate better through built-in integration with Microsoft Dynamics CRM and built-in workflows.

Synergize – Stephen Covey talked about the principles of creative communication where you are completely open to new possibilities in your organization because of real, authentic conversations with each other.  You get a 360 degrees view of the issues, problems and opportunities because of these insights.  Microsoft Dynamics GP strengthens these conversations with real-time access to business information at your fingertips.

Sharpen the Saw – Each person/employee takes ownership of their personal development and the quality of service they give to their organization.It also means improving on their four dimensions of their nature (physical, spiritual, mental and social/emotional) regularly and consistently in wise and balanced ways.  Microsoft Dynamics GP Human Resource Management can help with the training, health and wellness of your employees.

 In summary, Microsoft Dynamics GP can help your organization live these habits daily.  To learn more about Microsoft Dynamics GP, please go to our website www.turnkeytec.com or give me a call.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner