Updating Scribe Insight for Dynamics 365 Regional Discovery Service Deprecation Microsoft is deprecating the WS-Trust security protocol and regional discovery service, which is used to authenticate connections in Scribe Insight. What does this mean? It means that when Microsoft runs this update on your D365 CE tenant your current Scribe D365 connection will not work. … Read more
Things to look for when reconciling your Accounts Payable Sub-Ledger (Accounts Payable Aging with Options) to the General Ledger: Inquire either detail or summary to your Accounts Payable – Trade account. If you use more than one account for accounts payable be sure that the accounts tie to: Vendor Class Payment Priority Range of vendors … Read more
Quite often, we find clients that want to export or share dashboard information from Microsoft Dynamics 365 for meetings and updates. Maybe you want to export a dashboard view into a PowerPoint slide or create a PDF to share. One way to do this is to take a screen shot, but often the quality is … Read more
Here’s a time saving way to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Template. Once you have modified the SOP invoice form that is in … Read more
If your business works with foreign vendors or customers, you might want to set up foreign currencies in Microsoft Dynamics GP. To use more than one currency, one must set up Multi-currency Management. I have had many clients ask me about copying and pasting in data from Excel, but unfortunately, you cannot use the ‘Paste … Read more
Avalara AvaTax connects easily with Microsoft Dynamics GP to deliver a robust sales tax automation tool. If you are a business running Microsoft Dynamics GP, it’s easy to automate your sales tax compliance process using AvaTax. Here’s a quick demo from Avalara if you want to see AvaTax in action. It’s fast and easy it … Read more
Do your bank or auditors need an AR roll forward report? Many times I work with businesses who do asset-based borrowing and this report is required. The AR Roll Forward report details all the transactional accounts receivable activity in a period, with the beginning and ending balances tying back to the source report – AR … Read more
Are your attachments eating up too much space in your Microsoft Dynamics 365 for Sales (CRM) system? It’s something I run into about 95% of the time with my Dynamics clients. Most organizations, when they first sign up for Dynamics 365 online, are given 5GB of space, depending on the number of registered users. This … Read more
Dashboards can be a powerful reporting tool, based on any information within the Acumatica system. They are visually pleasing and easy to see the data important to you. Acumatica dashboards are generally made up of one or several widgets, which are a report of some kind. You can also configure several different dashboards and they … Read more
Acumatica comes with a full approval process built in. No matter what size company you are, everyone benefits by having an independent check on key transactions. These approvals prevent the accidental (or intentional) loss of cash flow which could take place on unauthorized purchases, credit limits and product pricing. Features of the Acumatica Approvals Process … Read more