Microsoft Dynamics SL has long been the go-to for project-based businesses in need of a focused solution that delivers financial management, project management and accounting, distribution, field service, payroll, e-business, and more. However, while it does do many things well, there are certain areas where it could be improved, better customized, or better supported. 1. … Read more
I recently had a customer call me and describe that their batches were taking a long time to release in Microsoft Dynamics SL. They have Cash Manager installed and configured properly, but any batches in Cash Manager, Check, or AP Payments, were taking forever to release. They even tried to cancel the release and redo … Read more
Many of our Dynamics SL clients have had an issue when trying to void a check and receive the following error: Check status is not outstanding, please reenter. The Fix: In most cases, we found this problem is caused by a previous attempt to void the check and the batch has been saved and … Read more
In your Management Reporter (MR) reports, have you experienced an issue where the favorable or unfavorable variance amounts between actuals and budgets in an income statement aren’t presented correctly? A favorable sales variance may be incorrectly presented as a negative amount and the expense may be presented correctly or vice versa. A way to overcome … Read more
Many times, we get calls from clients where their Microsoft Dynamics SL Cash Manager Cash Account balance is correct but the General Ledger (GL) is off. Here’s the simple way to fix the GL without effecting the Cash Manager cash account balance. Example: In our Dynamics SL example, the cash balance is correct; however, the … Read more
When you upgrade to Microsoft Dynamics SL 2015, you will notice a Comment field in the Employee Maintenance window. Why? This field is used for audit tracking purposes. It turns into a required field whenever the Pay Info and Deductions tabs are updated for an employee. Here’s an example I entered a new employee and … Read more
In Microsoft Dynamics SL 2015, there is a great new time saving field in the Payroll Void Check Entry screen. It specifies if the batch should indicate if the earnings are unpaid when it is released. In older versions of Dynamics SL, you had to re-enter time if a check was voided and then re-issued. … Read more
Has this ever happened to you? You see all the invoices in an AR Aging report, but when you attempt to apply a payment in the Payment Application screen, the invoice isn’t there. Don’t worry! Most likely it’s because the invoice is already in the process of being applied in an unreleased Payment Application batch … Read more