TIPS & TRICKS ON NAVIGATION,

BALANCE REPORTS, AND MACROS

THE LUCKY 13

Business Process

AutomationGIVE

YOURSELF THE GIFT OF TIME

WWW.GPUG.COMQ2/Q3 2015

In Every Issue

5 From the Director

7 Events

8 Chapter News

10 Meet Your Peers

13 Welcome to Our New Members

22 As Seen on the Web

23 Word Find

32 Find the Logo Contest

33 Member Connection

36 Academy Corner

37 On Topic

43 What’s New on Collaborate

44 Focus on Education

51 Name That Photo Contest

55 Volunteer of the Quarter: Viola Shoell

57 The GP List, from The Partner Channel

Features

14 User Member Showcase Mr. Beer

16 50 Resources in 50 Minutes

21 Tips & Tricks SOP Quick Print Feature and Microsoft Dynamics GP Window Ribbons

24 Microsoft Member Showcase Jared Hall

26 Lucky 13 Navigation Tips You Don’t Want to Miss

28 Tips & Tricks Macros Are for Everyone

34 ISV Partner Member Showcase k-eCommerce

40 Tips & Tricks Management Reporter YTD Transaction Detail Report Layout

46 Chapter Sponsor Showcase

48 A Second Chance at “1-2-3 Let’s Get Started”

50 Why YOU Should Attend GPUG Summit 2015

52 Tips & Tricks Building a Multi-Company AP Balance Report

56 Check Out the Sandbox

TIPS & TRICKS ON NAVIGATION,

BALANCE REPORTS, AND MACROS

THE LUCKY 13

Business Process

AutomationGIVE

YOURSELF THE GIFT OF TIME

WWW.GPUG.COMQ2/Q3 2015

Advertiser Index

ACOM Solutions, Inc. . . . . . . . . . . . . . . 2

Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Appolis . . . . . . . . . . . . . . . . . . . . . . . . 75

Business Computers (Time Matrix) . . . 12

GPUG Summit 2015 . . . . . . . . . . . . . . 49

Greenshades Software . . . . . . . . . . . 31

Integrity Data . . . . . . . . . . . . . . . . . 6, 45

k-eCommerce . . . . . . . . . . . . . . . . . . . 20

KTL Solutions, Inc. . . . . . . . . . . . . . . . 17

Mekorma . . . . . . . . . . . . . . . . . . . . 38-39

MetaViewer from Metafile . . . . . . . . . 76

Microsoft Convergence . . . . . . . . . . . 56

Nodus Technologies, Inc.. . . . . . . . . . 42

Sierra Workforce Solutions . . . . . . . . 25

Solver . . . . . . . . . . . . . . . . . . . . . . . . . . 4

contents

Tweet It!

What is your

favorite

volunteer

activity in

the GPUG®

community?

Share your

thoughts on

Twitter #GPUG.

Q2/Q3 2015 www.gpug.com

Q2/Q3 2015 | 3

Self-Service Business Intelligence

Out-of-the-box integration to Microsoft Dynamics™ GP Both Excel and Web-based Reporting, Budgeting and Dashboards Mobile application for anywhere access to your BI360 reports Integrated Budgeting, Forecasting and What-if analysis Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) on gurable Data Warehouse o bine data across ultiple sources or co panies New Web Portal for sharing reports, discussions and decision-support

www.solverusa.com | info@solverusa.com | 800.281.6351

Suite

REPORTING PLANNING DASHBOARDS

DATAWAREHOUSE

CRMDynamics

GPOTHER DATA

SOURCES

It’s now the season Midwesterners in the United States eagerly await – summer is here!

Similar to past years, the Q2/Q3 issue of GPUG® Magazine focuses on shortcuts to

save you time in processes. I make my home in Minnesota, and that can bring long

winters and a lot of time indoors. Since not many people want to go out in the cold,

working inside isn’t that bad. However during the summer season, I look for every shortcut I

can find in order to relish my time outdoors doing the things I love. (Those who know me are

aware that I live for pontoon time.)

I don’t think I’m the only one that feels this way, as having more time to do the things that

fill us up is a very welcome thing indeed. This issue’s articles and Tips & Tricks might just

help get you out of the office on time (or early) to enjoy family and friends, a favorite pastime,

a new hobby, etc. We also profile fellow Members so that you can better understand who

makes up the GPUG family. We love showcasing these talented Members!

GPUG Summit is a great place to connect with Members, and we’re busy planning this

year’s event, which will take place October 13-16 in Reno, Nevada. It’s a destination not only

for learning and networking, but also for sightseeing to witness the beauty Reno and Lake

Tahoe offer.

We hope you join us at Summit; it will be the largest gathering of Members yet, with around

1,100 people expected. Similar to past years, around 70 percent of those are fellow Users of

Microsoft Dynamics GP. We’ll have more sessions than in the past (anticipating more than

200), so you’ll go crazy (in a good way) with learning and networking!

Our conference is one-of-a-kind because all sessions are presented by volunteers. These

are fellow Members who want to help their peers use Microsoft Dynamics GP to its fullest

potential. We encourage you to take action because all roles are key to the success and overall

experience of the event. To learn more, visit www.gpugsummit.com, and then get in touch

with me at Kim.peterson@dynamiccommunities.com.

Enjoy this issue (maybe outdoors somewhere), and take three nuggets, ideas, tips, etc.

from it and put them into action. After all, that’s what GPUG is all about: Helping you grow

personally and professionally.

Take care, and see you in October!

Sincerely,

Kim Peterson

GPUG Director

Going to the Next Level...

Sherry Linares

letterfrom the gpug director

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Growing

from

Shortcuts

Kim Peterson

Q2/Q3 2015 | 5

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GPUG Academy Pre-Conference Training

October 12 - 13, 2015 | Reno, Nevada www.gpugsummit.com/event/academy-training

GPUG Summit 2015

October 13 -16, 2015 | Reno, Nevada www.gpugsummit.com

Academy Courses

August 20 Advanced A/P Topics - Getting Started with Purchase

Order Processing

August 21 Introduction to Management Reporter

August 28 Academy – Intro to SQL for Accountants & Non-DBAs

August 31 SSRS 101

September 3 Inventory Setup, Management, & Reconciliation

September 4 Advanced Management Reporter

September 17 Reporting 101 in Microsoft Dynamics GP - Report

Options, SmartLists, and More!

September 25 Academy- Introduction to Management Reporter

October 2 Advanced Management Reporter

October 30 Introduction to Management Reporter

Chapter Meetings

August 19 Canada | Montreal

August 19 Carolinas | Charlotte

August 20 Ohio

August 20 Ohio | Youngstown

August 20 Kansas | Kansas City

August 20 Illinois | Chicago

August 20 Utah | Salt Lake City

August 20 Washington | Seattle

August 20 Idaho | Boise

August 20 California | Irvine/Orange County

August 21 Nebraska | Omaha

August 21 Tennessee | Nashville

August 25 Arizona | Phoenix

August 27 Arizona | Tucson

August 28 Louisiana | New Orleans

September 2 Minnesota | Minneapolis/St. Paul

September 10 Texas | Austin

Sepember 15 Missouri | St. Louis

September 15 Pennsylvania | Philadelphia

September 16 Florida | Tampa Bay

September 16 New York | New York City

September 16 Massachusetts | Boston

September 17 Canada | Toronto

September 17 New York | Albany

October 28 New York | Rochester

Webinars

August 19 Take Ten 10@10: VBA tricks with Excel

August 19 HR/PR SIG: Using Position Control in HR to Manage

Payroll Expenses

August 20 Distribution SIG: Microsoft Dynamics GP Workflow &

Automation Strategies for Supply Chain Management

August 20 GPUG® Membership Benefits Overview & Orientation

August 26 Take Ten 10@10: Using the Hyperlink for Dashboards

August 27 Developers Unite: 1-2-3 Let’s Get Started with SQL

September 2 Take Ten 10@10: It’s a Surprise!

September 3 BI SIG: 1-2-3 Let’s Get Started with Dashboards

September 9 OneSource Series: 1-2-3 Let’s Get Started with

Budgeting

September 10 Reporting SIG: 1-2-3 Let’s Get Started with SSRS

September 11 MR Forecaster Friday (hosted by AXUG)

September 15 Financial Mania SIG: OneSource Series: 1-2-3

Let’s Get Started with Inventory

September 15 OneSource Series: 1-2-3 Let’s Get Started with

Manufacturing

September 16 SharePoint SIG: OneSource Series: 1-2-3 Let’s Get

Started with Workflow

September 16 HR/PR SIG: OneSource Series: 1-2-3 Let’s Get

Started with Payroll

September 17 GPUG Membership Benefits Overview & Orientation

October 7 OneSource Series: 1-2-3 Let’s Get Started with Human

Resources

SoCal Chapter Dons Red Noses

for Charity

The SoCal chapter of GPUG lightened it up during its May meeting

to celebrate Red Nose Day, a campaign dedicated to raising money

for children and young people living in poverty by simply having fun

and making people laugh. Red Nose Day originated in the United

Kingdom and came to the United States for its inaugural celebration

on May 21, 2015. Learn more, donate, and watch for the 2016 event

date at rednoseday.org.

Q2/Q3 2015 | 7

Up-and-Coming Chapter

INDIANA(INDIANAPOLIS)Chapter LeaderDenise Brown, assistant controllerHoosier Energy Dbrown@hepn.com

newsc h a p t e r n e w s

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Chapter » 30 attendees tuned their Microsoft Dynamics GP engines at the Q2 meeting.

» This Indy group will be off to the races again for its Q3 meeting, which will be

held at the Indianapolis Motor Speedway.HIGHLIGHTS

Denise Brown, assistant controller for Hoosier Energy, is helping

the Indiana (Indianapolis) chapter bloom with Microsoft Dynamics

GP User activity.

“We’re looking to focus on Management Reporter at our

next meeting, and then we will focus on workflows in Microsoft

Dynamics GP 2015 in our final meeting of the year,” says Denise.

The most popular meeting to date brought the group to the

Indianapolis Motor Speedway.

“We were there during a practice day and had a suite on Legends

Row,” says Denise. “That meeting’s presentation on security and audit

features within Microsoft Dynamics GP was delivered by Liz Piteo from

FastPath. After

the meeting,

e v e r y b o d y

received free

admittance to the

track to watch

practice for the

Indianapolis 500.”

8 | GPUG Magazine

Up-and-Coming Leader

JACOB KIRBY

newsc h a p t e r n e w s

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New York (Rochester) chapter leaderaccounting manager for ConServeJkirby@conserve-arm.com

» Their first meeting was such a success that Jacob had to look into alternate

sites for future meetings as the chapter ran out of room in the originally

intended location!

» The chapter’s next meeting is October 28.

LeadershipHIGHLIGHTS

“The ability to network with

Users in our area that have

expertise in the product has

proven to be invaluable and

has helped us solve some

of our issues.”

Jacob Kirby, accounting manager for ConServe, has been leading

the New York (Rochester) GPUG® chapter for nine months. The

group is off to a great start with 26 active attendees, and Jacob has

his sights set on continuing to provide value to his Members.

“Being a new chapter leader has been a great experience, and

I have learned a ton since we started,” says Jacob. “I really enjoy

meeting other Microsoft Dynamics GP Users and learning how

they use the product. It is also nice to hear other Members’

experiences with Microsoft Dynamics GP and help find solutions

to their problems.”

The group’s July meeting featured presentations on integration

products for Microsoft Dynamics GP, with a Partner Member

presenting SmartConnect and Integration Manager, and the October

meeting will focus on a GPUG Summit experience recap, as well as a

potential Partner Member presentation on business intelligence.

“I look forward to seeing how our chapter evolves over the

coming year,” says Jacob. “The ability to network with Users in our

area that have expertise in the product has proven to be invaluable

and has helped us solve some of our issues.” GPUG

Q2/Q3 2015 | 9

Why do you volunteer to help design GPUG® Summit? Witnessing a spreadsheet of ideas turn into

a conference of more than 1,000 people is

pretty awesome.

What has it meant to you personally?Who wouldn’t want all

of these smart people

planning their birthday

party every year?

COMPANY

Fastpath

TITLE

president

EMAIL

Snook@gofastpath.

com

Andy Snook

peersmeet your gpug peers

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How has this helped you professionally? It forces me to learn more; it has created a

network of amazing people from all sorts

of industries, and it helps my team at SACI

grow as well.

What has it meant to you personally?I’ve made amazing friendships, and I get to

increase my knowledge by leveraging the

super-smart people. Also, it’s just fun!

COMPANY

Smith & Allen

Consulting, Inc.

TITLE

partner, Microsoft MVP

EMAIL

Belinda@saci.com

Belinda Allen

What has it meant to you personally?I cannot say enough about all the positive

influences that have come my way as a

result of participating in this annual event

and with GPUG itself. Sure, promoting the

software you work with and appreciate has

ancillary career benefits, but the friendships

and networking opportunities I’ve made

since the inaugural GPUG Summit was held

in 2007 have been invaluable. I always knew

GPUG Summit would be successful, but to

see it grow as it has since then is truly awe-

inspiring. Fun has been re-defined for me.

COMPANY

Dynamic Communities, Inc.

TITLE

vice president of

finance

EMAIL

Bob.mcadam@

dynamiccommunities.com

Bob McAdam

Why do you volunteer to help design GPUG Summit?To help grow the community and knowledge

for Microsoft Dynamics GP and related

business applications.

How has this helped you professionally?I have learned from others and have shared

experiences, so we all benefit.

COMPANY

MSX Group

TITLE

senior consultant

and partner

EMAIL

Derek.krebs@

msxgroup.com

Derek Krebs

Why do you volunteer to help design GPUG Summit? I have participated as an exhibitor/sponsor

for a number of years, and I have seen

Summit grow into a premier event. I wanted

to be a part of it. I also felt that as an ISV, I

may bring a different perspective and ideas

to the planning of the conference.

What has it meant to you personally?I am able to give back some of my time to

an event that I believe to be the best annual

opportunity to work with Customers and

Partners to educate them on the benefits of

Microsoft Dynamics and the tools available

to make an organization successful.

COMPANY

Paramount Technologies,

Inc.

TITLE

vice president of sales

EMAIL

Foy@paramounttechnologies.

com

Foy Mainor

How has this helped you professionally?GPUG has given me an alternative support option

for the Tribridge Customer base.  The ability to

direct Customers to their peers in similar industries

has been invaluable to Tribridge and invaluable to

our Customer base. Outside of typical Microsoft

Dynamics GP issues, we have been able to direct

Customers to someone experiencing similar

issues related to ACA, FDA, GPOs, etc.

What has it meant to you personally?I have been working with Microsoft

Dynamics GP for more than 14 years, and

this has been the first time that I have had

a chance to give back to the Microsoft

Dynamics community outside of “work.”

COMPANY

Tribridge

TITLE

director, velocity

industry

EMAIL

Jennifer.stango@

tribridge.com

Jennifer Stango

y

10 | GPUG Magazine

Why do you volunteer to help design GPUG Summit?I just LOVE helping people to make their

lives more fulfilling and happier by reaching

their goals through increased knowledge

and efficiently with Microsoft Dynamics GP.

What has it meant to you personally? Besides all of the incredible friendships and

increasing my own knowledge, it is just plain

out fun!

COMPANY

Njevity

TITLE

cloud applications

administrator, Microsoft MVP

EMAIL

Johnlowther@hotmail.com

John Lowther

Why do you volunteer to help design GPUG Summit? I enjoy being able to help drive the content available

to attendees. Although I have been using Microsoft

Dynamics GP for almost 14 years, I still have so

much to learn. By getting involved with the planning

committee, I’m able to ensure content that is relevant

to Users like me.

How has this helped you professionally?My involvement with GPUG has allowed me to connect

with the people and products to make Microsoft

Dynamics GP work for my company. This allows me to

contribute to Donor Network of Arizona’s mission to save

and improve lives through organ and tissue donation.

COMPANY

Donor Network of

Arizona

TITLE

director of finance

EMAIL

Kathy.kim@dnaz.org

Kathy Kim

Why do you volunteer to help design GPUG Summit? I have always worked on the database side

of events, so volunteering to work on the

design side let me learn more about what

goes into the planning and scheduling of an

event.

What has it meant to you personally?I have been able to meet some great people

and have fun at the same time!

COMPANY

CTAM

TITLE

senior director of IT

EMAIL

Marianne@ctam.com

MariAnne Woehrle

How has this helped you professionally?I have been attending GPUG Summit for the past

six years, and the first couple of years I would

show up for sessions, learn about Microsoft

Dynamics GP, and go about my normal

business. Now that I volunteer, I really feel like an

active participant at Summit. I am so much more

comfortable speaking in public, meeting new

people, and networking. Plus, I still get to learn

new things about Microsoft Dynamics GP and

business from some really smart people! All of

these things have enabled me to be better at my

job and helped me to advance to the next level.

COMPANY

Delta Medical Systems

TITLE

director of operations

EMAIL

Mkocher@deltamed.net

Michelle Kocher

Why do you volunteer to help design GPUG Summit? To do my part in making it a one-stop shop

when it comes to learning, training, and

networking around Microsoft Dynamics GP.

What has it meant to you personally? It is a great feeling to know there is a place

I can go get the Microsoft Dynamics GP

answers I need to do my job better, and even

more than that is the fact that I can help

others solve their problems, too.

COMPANY

Mekorma

TITLE

chief operations officer

EMAIL

Mike@mekorma.com

Mike McDowell

How has this helped you professionally?

Working with GPUG Summit gives me an

insight into all of the intricate details that are

involved in organizing this event and helps all

of us at my company plan for how we will be

staffing the event. There are so many events

and venues such as roundtables, huddles,

sessions, classes, Expo, and socials in which

to play a part. It really takes involvement

in the planning process for GPUG Summit

in order to better prepare ourselves for our

part in the mix.

COMPANY

MSX Group, LLC

TITLE

managing partner and

senior consultant

EMAIL

Noah.moseley@

msxgroup.com

Noah C. Moseley

Why do you volunteer to help design GPUG Summit? Volunteering – whether it is with GPUG or

any other area where you may volunteer – is

a great way to both learn about something

and meet other people who are passionate

about something. I like to be part of planning

for GPUG because I can ensure that even

the smallest of GPUG Member concerns are

going to be heard.

COMPANY

Mr. Beer

TITLE

president

EMAIL

Rickz@mrbeer.com

Rick Zich

What has it meant to you personally?As a consultant, I always get excited when I

think of other people using something I have

built. I think most of us get into consulting at

least partly because we can impact peoples’

daily lives (hopefully in a good way), even

if they don’t realize it.  When it comes to

Summit, I am stoked about the track that

I helped build.  It’s pretty cool to think that

I could have selected a session that will

resolve exactly the issue that a User came to

the conference to resolve!

COMPANY

Briware Solutions Inc.

TITLE

president

EMAIL

Rod@briwaresolutions.

com

Rod O’Connor

Q2/Q3 2015 | 11

Why do you volunteer to help design GPUG Summit? Volunteering is a way to show respect and

commitment, and that is truly how I feel about

the GPUG community.  Participating with the

planning committee affords me the opportunity

to provide creative tools to Users so that we

can all reach a high level of experience and stay

current as the product changes.

What has it meant to you personally?So many people throughout the User group are

my friends, and I love seeing my friends succeed!

COMPANY

Southeastern Freight

Lines, Inc.

TITLE

senior FSA, GPUG All

Star, PMP

EMAIL

Shawndorward@gmail.com

Shawn M. Dorward

Why do you volunteer to help design GPUG Summit? I love the collaboration of the Summit committee

and helping to create such a great event for

Microsoft Dynamics GP Users.

How has this helped you professionally? I get to meet new people and learn about

Microsoft Dynamics GP from some of the best!

COMPANY

Fastpath

TITLE

director of marketing

EMAIL

Trish@gofastpath.

com

Trish Boccuti

Why do you volunteer to help design GPUG Summit?After years of involvement in the planning committee, I would feel guilty just showing up! I continue to volunteer because of the

process improvement cycle that we are all dedicated to.  We plan, execute, judge our performance, solicit feedback, and then re-

engage in the next year to try to apply those learnings to help evolve the conference into something bigger and better each year.

What has it meant to you personally?GPUG to me is about fun, friendships, inspiration, and mentors, and yes, that’s all from a bunch of technical bean counters...late

nights, working hard, playing hard, and learning who you can call when you can’t find an answer.

COMPANY

Dynamic Budgets

TITLE

founder/chief budget

authority

EMAIL

Zgidwani@

dynamicbudgets.com

Zubin Gidwani

12 | GPUG Magazine

membersw e l c o m e t o o u r n e w m e m b e r s

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GPU

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GGP

Advantage Nursing Services

Alexander’s Mobility Services

All Points, LLC

Allagash Brewing Company

ALNI Ltd.

Altametrics

American Baptist Homes of the West

American College of Radiology

American Contract Systems, Inc.

American Counseling Association

American Innovations

American Numismatic Association

American Registry for Diagnostic Medical Sonography

American Traveler Staffing Professionals

American Wood Fibers, Inc.

Annaly Capital Mgmt

Annual Reviews

Atlanta BeltLine, Inc.

Attila Wings, LLC

Austin Radiological Association

Auto Vehicle Parts Co.

AW Hastings & Co.

Axis Health System

Baltimore Lab School

BBM Canada

BendTec, Inc.

Berkshire Hathaway HomeServices New Jersey Properties

Big Save Furniture

BioHorizons, Inc

Bravo Sports

Brutger Equities, Inc

Canada Deposit Insurance Corporation

Cardinal Innovations

Carmichael Water District

Cassling

Charlotte Eye Ear Nose & Throat

Circle Systems, Inc.

City Harvest, Inc.

City Wide Maintenance Company, Inc.

Clegg’s Termite & Pest Control, LLC

CMEEC

CNRG

Container Solutions Inc

Crown Lands & Property Agency

Curo Health Services

Czarnowski

Denver Museum of Nature and Science

Dr. Praeger’s Sensible Foods

Duke Food Productions

EMS Safety Services, Inc.

Entek Corporation

Euchner-USA

Fargo Jet Center

Ferrellgas / Blue Rhino

FirstFleet, Inc.

Forcht Group of Kentucky

Frank’s International, Inc.

Frazier Quarry Inc.

FrontStream

G&P Trucking Company Inc

Gainesway

Garrison Diversion Conservancy District

Gateway Foundation

GBT Realty Corporation

General Information Services GiS

Greenfield Pro Services, LLC

Hancock Claims Consultants

Hattiesburg Clinic P.A.

Heska Corporation

Highland Brewing Company

Horizon Media Inc

Houston Endowment Inc.

HTH Worldwide

Humanware Technologies

Hunton Group

IMC Companies, LLC

Indiana Logo Sign Group

In-Place Machining Company

Intergovernmental Risk Management Agency

International Association of Fire Fighters

Jacksonville Port Authority

Kerneos Inc.

Kevin J Mort Distributors

Kroenke Sports & Entertainment

La Crosse Milling Company

Lambert Vet Supply

Life Incorporated

Lynnco Supply Chain Solutions Inc

Maguire Iron, Inc.

Marlow White Uniforms, Inc

McDavid Inc

Mecklenburg Emergency Medical Services

MedAire, Inc.

Meridian Technologies

Meritage Medical Network

Mid Hudson Cable

Milwaukee World Festival, Inc

Monarch Beverage Co., Inc.

MSU Information Technology Center

Municipal Water Savings Corporation

Myrtle Beach Area Chamber of Commerce

Natera, Inc

National Health Insurance Board

New Century Health

Newnan Utilities

Nutrition Inc.

OCAPDD

Ohio Shared Information Systems

Oil Purification System

Oklahoma State Fair, Inc.

Opelika Utilities

Optos Inc

OverDrive, Inc

Palace Sports & Entertainment

Pan American Development Foundation

Pappas Restaurants

Peak 10

Pillen Family Farms

Pinnacle Agricultural Holdings, LLC

Pinnacle Exhibits, Inc.

PlatinumCode

PMI Entertainment Group

Praesum Healthcare

Pridestaff

Primo Water Corp

Prometheus Laboratories Inc.

QC Holdings, Inc.

RACO Industries LLC

Radicalogic Technologies Inc / RL Solutions

Radiological Society of North America

Rainbow Rehabilitation Centers, Inc.

Ray Wilson

RDV Corporation

Real Estate One

ReliaMax Holding Company

Rising Pharmaceuticals

RMG Enterprise Solutions

Rochester Midland

Sabbow & Company Inc

Salt River Materials Group

Samson Energy Company, LLC

SDN Communications

Seattle Goodwill

Servus, Inc.

Shumate Mechanical

Somerset Capital Group, Ltd.

South Metro Fire Rescue Authority

Southwest Key Program, Inc.

Southwestern Assemblies of God University

Sovereign Grace Ministries

Star Building Materials

Steve Regan Company

Steve’s Livestock Transport

Subway

Summit Restaurant Group, LLC

Surepoint Technologies Group

Taco John’s of Iowa

Tacoma Goodwill Industries

Telular Corporation

The Chronicle of Higher Education

The Givens Companies

The Kresge Foundation

The McKnight Foundation

The Simons Foundation

The Walker Group

Thiel College

Tijuana Flats Burrito Company

Tilley Group

Total Quality Logistics, LLC

Town Fair Tire Centers, Inc.

Township High School Dist 113

Trudell Medical Limited

Twin Eagle

United Methodist Homes

United States Bowling Congress

University of Maryland Faculty Physicians, Inc.

Value Drug Company

Vicars Landing

Visiting Nurse Association of Texas

W.A. Cleary Corp

Wasatch Mental Health Services

Western Drug Distribution Center

WinnipegREALTORS®

Winter Wyman

Wisconsin Dells Visitor & Convention Bureau

Women in Cable Telecommunications

York Building Products

Meet one of our

newest Members...

In 1994, Blue Rhino launched America’s

first branded propane tank exchange

service. Today, Blue Rhino, a division of

Ferrellgas, L.P. and based in Winston-

Salem, NC, is still America’s propane

exchange leader, but also more than

propane with products that create special

moments in backyards, patios, and homes

including grills, barbecue accessories,

patio heaters, firepits, and more.

Blue Rhino recently upgraded to

Microsoft Dynamics GP 2013 and attended

Convergence 2015 in Atlanta, GA.

“At Convergence we spoke with many

Microsoft Dynamics GP Users about

the need to keep our Users up to date on

Microsoft Dynamics GP best practices.

Most Users had the same response: Join

GPUG,” says Tamria Zertuche, director

of IT – applications for Blue Rhino. “After

reviewing the non-Member version of

GPUG, it was clear that this tool would

provide access to information and

resources to keep our Users efficient and

productive. The weekly emails, webinar

invites, and other notifications sent out

via GPUG provide us with a framework

to keep our Users informed. GPUG has

been a great addition to our Microsoft

Dynamics GP toolbox.” GPUG

New GPUG User Members

4Penny.net

Blackline

Blue Moon Industries

Catalyst by EBM Software

Corporate Renaissance Group

Deanne Rasmussen - Independent Consultant

EthoTech, Inc.

Evergrowth Consulting

Hisle & Company, CPAs

Ink Splatter

JP Associates Solutions, Inc.

Njevity, Inc.

Olympic Systems

Pease Consulting

Reporting-Central

The TM Group, Inc.

Thomson Reuters

Vicinity Manufacturing

Website Pipeline

New GPUG Partner Members

Welcome to the new Members who have invested in GPUG® User and Partner membership this year! Each new Member adds value

not only to their own organization, but also to the entire GPUG community as they share their knowledge and experiences.

Visit www.gpug.com/membership/mgam to participate in the GPUG Member Get A Member Program.

Q2/Q3 2015 | 13

Mr. Beer® is the world’s largest

supplier of do-it-yourself (DIY)

homebrewing kits. In 2012,

the company was purchased

by Coopers Brewery, which is

the largest independent brewery in Australia and the

worldwide leader in supplying the malt that Mr. Beer

uses in its homebrewing kits. Coopers recognized

the significant growth opportunity that existed in

the United States with homebrewing and Mr. Beer.

Having a real brewery behind its products is what

makes Mr. Beer unique and provides an advantage in

being able to offer a continuous stream of innovative,

high quality, and easy-to-use products. Rick Zich,

president of Coopers, says, “Brewing is a very fun

hobby, but it does take time, so we want to make

sure that the homebrewer can rely on consistent

and fast results with Mr. Beer products.”

Back in July of 2012, Rick and his IT colleague

took on the task of implementing their own

Microsoft Dynamics GP solution at Mr. Beer.

“I had experience in business system setup and

worked alongside a great IT expert, so we took it

upon ourselves to put everything together,” Rick

recalls. Since then, Rick has moved up in position

from controller to president at Mr. Beer and along

the way has shared his expertise with the GPUG®

community by presenting sessions at Summit and

serving on the GPUG Advisory Board. He’s also

set the stage for synergy with his own team and

Microsoft Dynamics GP.

The Power of Cross-

Training

With a small set of six Users at Mr. Beer, Rick has

specific processes for each person on his team. And

each person knows everyone else’s processes as well.

Rick shares, “My Users are well-trained in the entire

scope of Microsoft Dynamics GP. Everyone knows

how to do everyone’s job. My accounting manager

knows all the functions, and the same goes for my

IT specialist. Cross-training has worked well for us

because what one User does affects other Users in

our company, as it should.” Knowing the solution

inside and out helps the team stay productive and

creates more accurate data.

Rick places a strong effort on consistently

training his employees. “As president, it’s my

job to make sure people are updating their skills

and that they have access to the right training

opportunities.” Rick continues, “If you’re not

constantly training your employees, you’re wasting

that valuable resource.” In addition to taking

advantage of GPUG resources online, Rick also

conducts regular trainings for his employees, such

as how to leverage refreshable Microsoft Excel

reports so that his non-Users can view valuable

Microsoft Dynamics GP sales data.

Getting Behind the Data

“I think starting in a different role has really

helped me understand the importance of data and

getting behind our system as well as our Users,”

Rick says. “If you don’t have data at your fingertips,

you are going to lose. So every day I make an effort

to embrace that data, learn how to use it, and teach

my employees how to leverage it.”

Embrace that data, he does: From specialized

dashboards to SmartLists, Rick actively checks

reminders, tasks, and the progress of his team

first thing each day. “Microsoft Dynamics GP

helps me access the information I need to lead in a

productive way,” he shares.

In addition to using the business intelligence

(BI) generated by Microsoft Dynamics GP daily,

Mr. Beer has automated business processes with a

few key integrations in the mix:

COMPANY

Mr. Beer

INTERVIEWEE

Rick Zich,

president of Coopers DIY, LLC

WEBSITE

www.mrbeer.com

HEADQUARTERS

Tucson, Arizona

PHONE

520-529-0839

EMAIL

Rickz@mrbeer.com

ESTABLISHED

1993

NUMBER OF EMPLOYEES

19

MICROSOFT DYNAMICS GP

VERSION

Microsoft Dynamics GP 2013 R2

NUMBER OF USERS

Six

Setting the Stage

for Synergy

user member showcase

PUG

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GP

RICK ZICH

14 | GPUG Magazine

» Electronic Data Interchange (EDI): Having EDI integrated

with Microsoft Dynamics GP saves Mr. Beer from inputting

thousands of invoices each day, and the information is more

accurate with automatic price checks.

» Order Processes: With SmartConnect and Magento, Mr. Beer

automated the order import and export to and from Microsoft

Dynamics GP. “We weren’t too keen on manually inputting

100,000 orders each year,” Rick says.

» Payment Processing: Magento automates this process at Mr.

Beer by exporting the information to a secure file server and

then posts it within Microsoft Dynamics GP.

» BI Reports: Through the use of refreshable Excel reports, direct

SSRS reporting, and Management Reporter, Mr. Beer sends

reports out to the Australian owners so they can see daily sales

and turnover stats.

User-Generated Gold

Even with his years of experience, his active involvement in GPUG,

and his climb up the company ladder, Rick is modest: “If I’ve thought of

it, someone else has thought of it before,” he shares in reference to his

thoughts on GPUG. “GPUG has become such an important resource we

can count on, and it is User-generated, which is even better.” GPUG

Q2/Q3 2015 | 15

505505RESOURCES IN

MINUTES

Resource

Types

» Educational

» On the Go

» Read and Relax

Format Types

» Blogs

» Books/Manuals

» Classes

» Forums

» Industry Associations

» Microsoft Resources

» People

» User Groups

content by Palma

Hirschfelder Wurzel

This article is

adapted from

Palma’s “50

Resources in 50

Minutes” session,

presented at GPUG®

Summit 2014. Sorted

into resource and

format types (see the

list below), Palma’s

wealth of information

is available here

in a written form.

You can view

her presentation

PowerPoint at http://

tinyurl.com/q2zdq4o.

16 | GPUG Magazine

1.866.960.0001 (TOLL FREE) | www.ktlsolutions.com | sales@ktlsolutions.com

KTL SOLUTIONS is a leading provider of IT solutions, software solutions, and CONSULTING SERVICES to mid-market businesses. Our approach extends our services beyond software and application installation to complete system integrations, custom development, consulting, training, and support. We understand that YOUR BUSINESS IS UNIQUE and

service, and operational processes. Whether it be DYNAMICS CRM, DYNAMICS GP, or one of our many add-on KTL PRODUCTS...

KTL will improve your process, not just your technology.

LEADING MICROSOFT

DYNAMICS PARTNER

Resource Types

Educational (Hey boss, please pay for this class!)

» CLASSES

GPUG Academy www.gpug.com/academy

Microsoft training courses and certifications

www.microsoft.com/learning/en-us/sql-training.aspx

Training facilities such as New Horizons or your local

technical training center

» INDUSTRY ASSOCIATIONS

Professional Association for SQL Server (PASS) Summit

www.sqlpass.org/summit/2014/Home.aspx

» MICROSOFT RESOURCES

Convergence www.microsoft.com/convergence

Microsoft Ignite http://ignite.microsoft.com

» PEOPLE

Your Microsoft Dynamics GP Partner, especially if you’re

hiring a power User or staff accountant who doesn’t have

specific Microsoft Dynamics GP experience

» USER GROUPS

GPUG Summit www.gpugsummit.com

On the Go

(Solve it now!)

» BLOGS

Dynamics University www.dynamicsuniversity.com

Microsoft Blogs http://blogs.msdn.com/b/gp

Support Debugging tool by David Musgrave and Mariano

Gomez http://blogs.msdn.com/b/developingfordynamicsgp/

archive/2009/08/07/support-debugging-tool.aspx

» BOOKS/MANUALS

Microsoft Dynamics GP “About This” window

Resource Descriptions in Microsoft Dynamics GP

» FORUMS

GPUG Collaborate www.gpug.com

GPUG Share My Code http://community.gpug.com/Com-

munities/ViewCommunities/GroupDetails/?communitykey=

75691c5f-3e7d-4373-9b92-dbb8973fd972&tab=GroupDetails

Microsoft Dynamics Forum https://community.dynamics.

com/gp/default.aspx

» INDUSTRY ASSOCIATIONS

SQL PASS (Professional Association for SQL Server)

www.sqlpass.org

» MICROSOFT RESOURCES

Get a CustomerSource login from your

Microsoft Dynamics GP administrator

CustomerSource eLearning https://mbs.microsoft.com/

customersource/northamerica/gp/learning/documentation

CustomerSource Knowledgebase

https://mbs.microsoft.com/customersource/northamerica

Q2/Q3 2015 | 17

Microsoft Dynamics Resource Library

www.microsoft.com/en-us/dynamics/resource-library.aspx

Microsoft eLearning http://dynamics.microsoftelearning.

com/catalog/default.aspx

» PEOPLE

LinkedIn - Search for Microsoft Dynamics and other groups

and follow fellow Users, ISVs, and your VAR

MVPs

http://saci.com/blogs/belinda-the-gp-csi

www.jivtesh.com

http://dynamicsconfessions.blogspot.com

http://mpolino.com/gp

http://dynamicsgpblogster.blogspot.com

http://victoriayudin.com

Twitter hashtags:

#gpug

#msdyngp

#sqlserver

#sqlhelp

#gpugsummit

YouTube

www.youtube.com/playlist?list=PLEF2F87F176AB5BFA

Read and Relax

(Watch the Oakland Raiders lose, or relax and read a SQL blog?)

» BLOGS

Developing for Dynamics GP

blogs.msdn.com/b/developingfordynamicsgp

Dynamics Developer http://dyndeveloper.com

GP Table Reference www.gptablereference.com

GP Window www.gpwindow.com/index.php

IT Planning for security whitepaper for Microsoft Dynamics

GP 10, Microsoft Dynamics GP 2010, Microsoft Dynamics

GP 2013

www.microsoft.com/en-us/download/details.aspx?id=3537

www.microsoft.com/en-us/download/details.aspx?id=21753

www.microsoft.com/en-us/download/details.

aspx?id=34666

MSDynamicsWorld http://msdynamicsworld.com

SQL Saturday www.sqlsaturday.com

SQL Server Central www.SQLServerCentral.com

Stack Exchange http://stackoverflow.com

W3 Schools Online Tutorials

www.w3schools.com/sql/default.asp

» BOOKS/MANUALS

Accolade Books www.accoladepublications.com

Dexterity Manual for SmartList tables

(Go to part 7, begin on page 328 of chapter 32)

www.microsoft.com/en-us/download/details.aspx?id=10739

List of macro commands for Microsoft Dynamics GP by

Kevin Gross; link provided by Mark Polino

https://app.box.com/shared/nbdzqzkt29

Figure A

18 | GPUG Magazine

Manuals located in your install

folders (have your administrator

copy them to an accessible loca-

tion)

C:\Program Files (x86)\

Microsoft Dynamics\GP2010\

Documentation

SmartList Templates - Can be

imported and modified with

SmartList Builder http://dynam-

icsuser.net/blogs/developinggp/

archive/2012/04/18/editing-stan-

dard-smartlists-with-smartlist-

builder.aspx

PACKT Books

www.packtpub.com

Using Word and macros to import

data into GP http://blogs.msdn.

com/b/developingfordynamicsgp/

archive/2008/10/30/how-to-use-

word-mail-merge-and-macros-to-

import-data.aspx

» CLASSES

Pluralsight www.pluralsight.com

» MICROSOFT RESOURCES

Microsoft case studies

www.microsoft.com/casestudies

Microsoft development

documentation

msdn.microsoft.com/en-us/

dynamics/gp/bb687714.aspx

Microsoft Dynamics developer

center msdn.microsoft.com/en-

us/dynamics/aa937751.aspx

Microsoft Office online training

office.microsoft.com/en-us/

training

Microsoft TechNet

http://technet.microsoft.com/en-

us/library/jj673201(v=gp.30).aspx

Microsoft Virtual Academy

www.microsoftvirtualacademy.com

» PEOPLE

Dave Pinal SQL in Sixty Seconds

http://blog.sqlauthority.com

Jeff Smith

http://weblogs.sqlteam.com/jeffs

Jivtesh Singh

www.jivtesh.com/2007/11/gp-10-

security-excel-sheet-which-has.html

WennSoft Table Reference (Zubin

Gidwani) https://app.box.com/

shared/tv67o0iilf

» USER GROUPS

GPUG Magazine

Finally – A Tip for Keeping Track of

What You’ve Learned

Use OneNote to sort out information in the way that makes most sense to you. On the

opposite page is a screenshot of Palma’s OneNote set up. (See Figure A.)

And remember: You can be your own best resource! GPUG

Palma Hirschfelder Wurzel is an IT manager for Intertech Security and is based in Pittsburgh,

Pennsylvania. She can be reached at Pwurzel@intertechsecurity.com.

Q2/Q3 2015 | 19

I want to bring forth an issue in the Sales Transaction Entry window

related to the cool ribbons introduced in Microsoft Dynamics GP

2013 R2, and now a standard part of the application navigation. By

now you are probably getting used to the absolutely gorgeous User

interface that features Microsoft Office-style ribbons on every

window. Furthermore, you probably already know that the use of

such ribbons is actually customizable and in many ways optional

– albeit being the default configuration – as described by  fellow

Microsoft Dynamics GP MVP Leslie Vail  in her article  GP 2013

R2 Ribbons (http://dynamicsconfessions.blogspot.com/2014/06/

gp-2013-r2-ribbons.html). As it turns out, there’s a Dex.ini

switch, EnableWCRibbons=FALSE, that controls whether ribbons

are enabled within Microsoft Dynamics GP or not. When ribbons

are enabled, Users can further customize the appearance of the

action pane or return to the traditional menu bar for each window.

Yesteryear (2009), I wrote an article titled “The Wonders of

CTRL+Q: Saving and Printing SOP Documents in One Step” 

(www.dynamicsgpblogster.blogspot.com/2009/05/wonders-of-

ctrlq-saving-and-printing.html) and how the Quick Print feature

made life easier for the poor souls out there who needed a quick

shortcut to printing SOP documents from the Sales Transaction

Entry window. In that article, I detailed the mechanics behind

the feature, written by my good friend  David Musgrave (www.

winthropdc.wordpress.com). 

As fortune would have it, when ribbons are enabled and you are

either using the Action Pane or the Action Pane Strip layouts, the

Quick Print feature does not work. However, if the User Preference

is returned to Menu Bar (you will need to exit Microsoft Dynamics

GP and re-launch for the changes to take effect), the Quick Print

option (and CTRL+Q keyboard combination) works just fine. 

While clearly an inconvenience, this can hardly be labeled a

bug since the feature is still present within the application when

the Window Command Display setting is set to Menu Bar as part

of the User preferences. It would be nice, however,  to have this

fixed for Microsoft Dynamics GP in desktop client mode. I can

see how this may or may not work under web client mode as the

browser keyboard shortcut combinations take precedence over

the application’s shortcuts. GPUG

Mariano Gomez is a Microsoft Most Valuable Professional (MVP),

blogger, and EVP of midmarket solutions at Intelligent Partnerships,

LLC (www.intelligentpartnerships.com). Mariano is the author of

The Dynamics GP Blogster (www.dynamicsgpblogster.blogspot.com)

and is recognized by his peers and the User community at large as a

top Microsoft Dynamics GP resource. He has been named to the Top

100 Microsoft Dynamics Most Influential People by DynamicsWorld

UK and is a fixture as a presenter at Microsoft Convergence,

Microsoft Dynamics GP Technical Airlift, reIMAGINE, and GPUG®

Summit.

(Note: This article originally appeared in The Dynamics GP

Blogster under the title “SOP Quick Print Feature Does Not Work

When Window Ribbons Are Enabled” (www.dynamicsgpblogster.

blogspot.com/2015/01/sop-quick-print-feature-does-not-work.

html), and has been reproduced with the express permission of

its author. The tip applies to Microsoft Dynamics GP 2013 R2

and Microsoft Dynamics GP 2015.)

SOP Quick Print Feature and Microsoft Dynamics GP Window Ribbonsby Mariano Gomez

t t&TIPS & TRICKS

Q2/Q3 2015 | 21

Most importantly, how to find YOUR chapter and get involved…PRONTO! If you’ve heard great

things about chapter meetings and are starting to feel left out, don’t fret! The chapter page at

www.gpug.com/chapter will get you hooked up with the right chapter and virtual community within minutes!

Have Chapter Questions?We Have Chapter Answers!

connecta s s e e n o n t h e w e b

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Find a Local Chapter Meeting

What is a chapter meeting? Chapter meetings are where

fellow Microsoft Dynamics GP Users and Partners gather

in person to learn from each other and increase their

Microsoft Dynamics GP skills – and they have a little fun!

» Visit www.gpug.com/chapter.

» Click the “Find A Local Meeting” button.

» Click under the Tags for your region to see a

list of upcoming meetings in your area OR type

your state or country in the Keyword Search box.

» Select your meeting from the search results,

and click Details to get signed up!

Don’t see a meeting scheduled for your area? Contact

Rose Spitzer (Rose@gpug.com), chapter manager, to start one up!

Join Your Virtual

Community

What is a virtual community? Virtual

chapter communities keep you connected

with your fellow chapter Members between

meetings. Use the communities to build relationships,

ask questions, share materials from past meetings, or

suggest topic ideas to your chapter leaders.

» Visit www.gpug.com/chapter.

» Click the “Find Your Virtual Community”

button and type your state or country in

the Search Chapters box.

» Select your community and start engaging

with chapter Members…now! GPUG

1 2

1 2

22 | GPUG Magazine

Congratulations to Betsy Kraft of Access Community Health Centers for winning the Q1

2015 Word Find. Your prize is in the mail! Below are 25 words that relate to the topics and

theme in this issue of GPUG® Magazine. These words can be found in the grid horizontally,

vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a

chance to win a gift certificate; simply scan and email your entry to Wordfind@gpug.com.

Academy

Automation

Blue Rhino

Business

Chapter

Community

Events

GPUG

Indiana

Jacob Kirby

Macros

Microsoft

Mr Beer

Navigation

Networking

One Source Series

PCAP

PCAR

Process

Sandbox

Summit

Tips and Tricks

Transaction Detail

Users

Viola Shoell

T R A N S A C S E I R E S E C R U O S E N O A C A

M O T U A N E T W O R K I N G C I M E R E U L B V

O B C O M M U N I T S A N D B O I N D V B L U E I

N U M L I A T E D L L E O H S Y I D N I E C H A O

E S I V I O L A K I R B Y L N T E V E N T N E P L

S I C A C A D E M Y A M S K C I I R T D N A T R A

O N R S E R I E N I S U B S A N D B O X C O M S S

U E O A B L U S S E C O R P I U T C A S N A R T H

R S S N O N U E S O N I H R N M I T A M O T U A O

C S O D N M K B O G C A J S D M I C R O S S O F E

E B M B M N A V P I G A R T I O N I H R E U L B L

S E R I T M M U U S N E O I A C M I C R O S O F L

E E T I P S G A N D S T R A N S A C T I O N D E B

R C R U O S E N O U E S U A N A I D N I E V E R U

I L I A T E D N O I T C A S N A R T O C N T A N S

J A C O B K I R B Y L S N K I U N I I O S C S S T

N B U S I I N E S S T R O R M T A N T M P M E E F

I N Y M E R D A C A E S I O R O V U A M S A R N O

K P K I R T B Y N T P E T W B M I M M S R C I I S

R T C E N D S R P A R C A T E A G M O E O R E S O

O I R A L N T A L I O R G E E T A O T E N R S U R

W P S T P A H T E D C U I N R I T C U B L S C B C

T S B E E C A C A D E O V D E T A I A T R I C A I

E R E U L B O N I H R S A J A C O B C O M M U N M

N A V I G A T T I P S A N D T R I C K S A L O I V

Q2/Q3 2015 | 23

Jared Hall joined Microsoft nine years ago,

working in Microsoft Dynamics GP technical

support where he learned everything about

the product. After four years, he applied

for a program management position and

moved over to the R&D team to work primarily on

financials and be part of the workflow redesign in

Microsoft Dynamics GP 2013 R2. GPUG® sat down

with Jared to talk about his work and the reward

that comes from making Users’ work lives better.

GPUG: Microsoft Dynamics GP 2015 R2 was

recently released. What are some of the features

that Users will be excited about?

Jared Hall (JH): There are a lot of little things that

people get excited about.

GPUG: Like being able to select a printer?

JH: Exactly! We spent a year and a half building

a workflow system, and people are more excited

about selecting a printer!

Microsoft Dynamics GP is solid as a financial

system, and since the “big stuff” is already there,

the last couple of releases have been more about

taking the feedback we receive and working on

incorporating as many of those ideas as we can.

GPUG: Which parts of the release did you work

on?

JH: I worked on the tweaks to financial reporting,

one of which improves the SmartLists and how

the information is displayed so it’s easier to see,

understand, and build Excel dashboards. It was a

fun feature to work on.

Typically, program managers do the research

and design of features. We go out, have discussions

with Users and Partners, research IRS regulations,

and then write up the requirements so the

developers working on the code know what the

feature needs to do.

By the time a release comes out, a lot of the

program management work for that release has

been done for quite a while. Our focus then shifts

to having meetings three times a week to make

sure any blocking issues are taken care of. I’ve

also started working on feature work for the next

release.

GPUG: You mentioned a review of IRS

regulations. How do you keep on top of that?

JH: Most regulations don’t change that much, and

oftentimes Users will give us a heads up when

something is going to impact them.

The biggest area I have to worry about is

fixed assets, as I need to make sure I’m up on

changes happening with that as the IRS makes

changes to depreciation elements. In turn,

Microsoft Dynamics GP needs to put limits on

depreciations.

Those changes – and a general check for system

compliance – are added to the code each year.

GPUG: You’re working on a quicker release

cadence now. How has that been going?

JH: So far we’ve been able to hold to that. We

were worried at first that Partners wouldn’t

want the faster release cycles based on the

need to upgrade their Users more often, but the

updates are no longer huge events, and people

are enjoying them.

GPUG: We’re fortunate to have you quite

involved with GPUG. Thank you for that!

JH: We have a good relationship, through lots of

GPUG Summit presentations and regional chapter

meetings.

Using the presentations to share new features

and get feedback from Users, both about the

feature and what they’d like to see in future

releases, has been valuable. We get the group

together in discussion mode, talking about tips

and tricks and hearing their top concerns so we

can make changes.

It’s nice to be able to not only help out GPUG

through the sessions, but also get feedback through

those discussions.

GPUG: Which of your sessions gets the most

positive reaction from Users?

JH: The most popular sessions are building

Jared Hall, program manager

microsoft member showcase

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GP

“The

moments

when I have

the most

satisfaction

are when

I go to a

conference

and stand

on stage to

present a

new feature

and see the

excitement

that comes

from that

information.”

24 | GPUG Magazine

financial dashboards in Excel. A lot of

people look at it as a spreadsheet program,

but when you do a session showing the

breadth and depth about what they can

do – pulling in data from Microsoft

Dynamics GP and making colorful charts

and graphs – people get excited.

Users also seem to enjoy sessions about

new features and functionality that will

be available in upcoming releases of

Microsoft Dynamics GP.

GPUG: Outside of events, what else

would you recommend for Users looking

for information from your team?

JH: The Microsoft Dynamics GP

marketing team posts blogs about new

features in the days leading up to a

release. Another good forum is the MVP

community, as many of the MVPs active

in GPUG have their own blogs and stay

close to what’s going on, not just what’s

coming out but how to use existing

functionality. I’m continually impressed

with the type of information that is

moving around the community.

GPUG: What’s the most rewarding

aspect of your role?

JH: The moments when I have the most

satisfaction are when I go to a conference

and stand on stage to present a new

feature and see the excitement that comes

from that information.

That selecting a printer feature we were

talking about got HUGE applause. It’s

fun to be on stage and hear that type of

reaction.

When you present to accountants and

see what will make their lives easier – after

you’ve spent six months to a year going

through all design and changes and then

release the code and see how it’s going to

affect your Users – that’s where you see

the real reward. GPUG www.SierraWS.com(800) 822-0973

Contact us today to see how you can have a robust time clock system that seamlessly integrates to your MS Dynamics ERP systems.

variety of scheduling options

built in ACA reports

SaaS and mobile solutions

Job costing and employee scheduling keeping you

up at night?

Specializing in bi-directional Dynamics ERP time & attendance solutions that are scalable, seamless and agnostic!

Q2/Q3 2015 | 25

story by Bob McAdam

illustration by Dave Swang

Those diligent developers in fabulous Fargo, North Dakota continue to crank out new and

improved code for Microsoft Dynamics GP, which is always good news. It is hard to keep

up with at times, but keep up with it we will! While new features are always being made

available, much of the standard navigation within my favorite ERP application remains

wonderfully consistent. That having been said, here are some quick navigation tips I use

in my day-to-day duties at Dynamic Communities. Whether you’re current with Microsoft Dynamics

GP 2015 or on a not-so-current version, this baker’s dozen list is for you. Go!

26 | GPUG Magazine

feature

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GP

» In the “User Preferences” window, maintain the default Entry Key = Tab setting. Remember, left

hand on “Tab,” right hand on mouse, and you’ll always be good to go. Tabbing out of a field tells

Microsoft Dynamics GP you’re finished entering data there. Once you’re comfortable with this, your

speed will increase – I promise.

» On the keyboard, use <Ctrl>+L as a substitute for a mouse-click on a looking glass when your cursor

is in a master record field, such as Customer ID. The latter gets the job done, but your fingers are

already on the keyboard most likely, so the former is pretty efficient.

» When looking up a master record, a “Lookup Window” appears, which has a default sort order by the

ID you’re searching. Click on another header in that window, and the sort order as well as “Find by” at

the top of the window change accordingly. Microsoft Dynamics GP caters to your needs in short order!

» Forget the drop-down menus on the toolbar up top already and start navigating Microsoft Dynamics

GP with the large tiles in the bottom-left corner of the application. On each area page, the palettes

stay put (unless you rearrange them), and you can get around the system very easily and arrange your

palettes the way YOU want them (if using Microsoft Dynamics GP 2013 or later versions). Start today.

» Navigate your account balance data by using the “Account Rollup Inquiry” window. This has to be

THE most overlooked window in the system, yet it does so much! It’s an inquiry item on the financial

area page, remembers the inquiries you build, doesn’t require consecutive accounts, and saves you

time since running a financial statement to get rolled-up values isn’t always efficient. It’s easy to figure

out and even supports calculations. It’s a winner, trust me.

» Help. It exists in every single window. Locate the blue “?” icon or simply press the “F1” key in any

Microsoft Dynamics GP window, and detailed help is instantly available. Be it a general overview,

information on fields, buttons, or whatever, Microsoft Dynamics GP comes fully loaded with

comprehensive help so you can swim on your own more often.

» Dates in Microsoft Dynamics GP are easy – use the calendar icon or simply type your date in the old-

fashioned way. Type in the day value, and watch current month/year populate automatically for you.

» Browse buttons are frequently found in the bottom-left corner of many Microsoft Dynamics GP

windows, and you can browse master or transactional data very easily. The adjacent drop-down gives

you browsing options to pick from, so don’t forget about that while you’re scrolling through records.

» Those little blue arrows you see in lots of Microsoft Dynamics GP windows are referred to as

“Expansion Buttons”, and they open ancillary windows related to the field they’re adjacent to.

It saves on window real estate, yes, but some of the fields stored in these extra windows can be very

helpful if utilized properly.

» Underlined field labels equal drill-down capability, so if you find an underlined field name, be it

required or not, drill-back capabilities (provided you have adequate security privileges) are available

to you. This is great for adding customers, vendors, payment terms, etc., on the fly.

» Notes – There are two kinds to know about: Window notes and field notes. Little note icons adjacent

to fields are for those fields only, and you’ll find a lot of them in Microsoft Dynamics GP, too. Window

notes are near the bottom of a Microsoft Dynamics GP window and not near any particular field; they’re

great for listing window-based procedures. Avoid getting these note types confused, if at all possible.

» Help>About Microsoft Dynamics GP gives you your version information. Find this menu item

when choosing the round blue Help icon in the upper-right corner of the home page.

» And, for those who are already enjoying Microsoft Dynamics GP 2015+ code, the “User Preferences”

window has a Windows Command Display drop-down that allows you to adjust the size of the

window ribbons (if you choose) introduced this year with the traditional client. I blogged about this

setting already in BloGPipes: www.gpug.com/blogs/bob-mcadam/2015/01/25/bobs-blogpipes-ribbons.

I hope these are helpful to any/all of our GPUG® Members, whether you’re new to Microsoft Dynamics GP or

a savvy veteran. I look forward to seeing you in Reno this October for the ninth annual GPUG Summit! GPUG

Bob McAdam is vice president of finance at Dynamic Communities, Inc. as well as co-host of Enterprise

Software Podcast (www.enterpriesoftwarepodcast.com). He’s been “logged in” to Microsoft Dynamics GP as

either a Partner or Customer since 1998. He is on the GPUG Summit Planning Committee and is a regular

instructor for GPUG Academy, both online and onsite each year at GPUG Summit (www.gpugsummit.com).

Q2/Q3 2015 | 27

you always running specific reports each time you prepare to run

payroll? Are you opening a SmartList the same way just to export it

to Excel? (Okay, macros will work, but if you do this, look into Excel

Refreshable Reports or SSRS Reporting instead.)

Macros do NOT need to be used for things you ALWAYS do, but

sometimes that’s the best place to start. Once you get this down, start

applying macros to things you do often.

Let’s use the Select Payables Check Window as our example.

Let’s do this!

So, hypothetically, we come into the Select Payables Checks

window, and we make some changes: We change the toggle on

Take Non-Qualifying Discounts and then we uncheck the Returns

and Credit Memos boxes under the Automatically Apply Existing

Unapplied option:

What is a Macro?

First, it’s important to understand what a macro is: I could copy

and paste the definition but instead, let me say this: Macros are an

important, yet often overlooked, solution to replicating repetitive

tasks that ANYONE can create and use to make their processes

quicker and easier.

Why don’t folks use macros more

often?

Since macros can be tricky to get to work properly, they are often

ruled out as a good tool to use in organizations, so let’s not over-

complicate it. For example, they must be run from the same starting

point each time they are run. Let’s simplify it if we can: Maybe it’s

best to run from our home screen each time and record the clicks

that get us to the right windows instead of starting the recording on

that window. Sometimes that isn’t possible because the macro needs

to be run from a master card in Microsoft Dynamics (Customer

Card, Employee Card, Batch Window, etc.). Nonetheless, don’t be

intimidated. An investment now will pay off in the long run!

Why Should I use macros?

I have heard accounts of folks successfully using macros instead of

customizations and saving HOURS of processing time each month.

Not to mention, I personally have used macros to enforce reminders,

assist Users through their normal functions with less keystrokes,

AND help increase accuracy. So, it’s not a matter of why should

you…but more, why are you not?

Interested? GREAT! Let’s walk through a few things to hopefully

help you on your way to saving the world.

Find the purpose!

With all the cool things that macros can replicate for you, it’s

important to get the concept down and apply it to a repetitive task

that makes sense. A good starting point is to think of anything

you do the same, each time. Are you frequently (or even always)

changing settings when you open your select check window? Are

Macros Are for Everyone (I Promise!)by Shawn Dorward

t t&TIPS & TRICKS

28 | GPUG Magazine

And we do this a lot (or maybe even every time!). Maybe not

EVERYONE who runs checks does this, and that’s okay (that’s

probably why it isn’t a default setting), but I do…so that means I can

make a macro and save some time!

So here’s what I want to do; I want to create a macro that:

» I can run anywhere in Microsoft Dynamics GP

» Will open the Select Payables Checks window

» Will uncheck the Credits and Returns boxes

» Will check the Take Non-Qualifying Discounts box

» Will open the Batch Lookup Window

Since I want to run this macro before the batch ID is selected, I will

start recording from my home screen. This will allow the macro to be

run from anywhere in Microsoft Dynamics GP.

While on the home screen, I will go to Microsoft Dynamics GP/

Tools/Macro/Record (note from the image below that I can also use

Alt+F8 to prompt the recording option as well.

Next you will see a Name the Macro window pop up. This is where you

will save the macro file. Each macro has a file that controls what it does;

the file has the steps that will be performed when we run the macro.

Give the macro file a meaningful name. We will call this one Select

Check Settings and choose save. KEY: Once we hit save, the macro

is now recording.

Q2/Q3 2015 | 29

The VERY next thing you do is begin following the steps you take

to complete the task:

» Click on the Purchasing Module

» Click on Select Checks link

» Uncheck Credit Memos/Returns

» Check Take Non-Qualifying Discounts

» Hit the magnifying lookup to select batch

Now the Payables Batch IDs window is open, and it’s time to stop

recording. Remember, we are picking the batch manually AFTER the

macro has run so do not record that part (this allows us the diversity

with the macro).

To stop the macro from recording, hit Alt+F8 or go to Tools/

Macro/Stop Record from the lookup menu.

Put it to work!

Now that the macro is recorded, we should test and see how it

works. If it doesn’t work like we expected, delete the file and try again.

If it works as expected, GREAT! Let’s create a shortcut so we can

access it quickly and easily.

Go to the home screen and right-click on the navigation pane and

choose Add > Add Macro.

Next you will get an Add Macro Shortcut window:

Give the macro a meaningful name, and then select browse to find

the macro file you saved earlier. Tip: Match the Shortcut name to the

file name for easy troubleshooting.

Select the macro file. You can also give this macro a keyboard shortcut!

(If set, the macro will run when the keyboard shortcut is used.)

Once you have set up the shortcut window, choose add, and this

shortcut will now be added to your home screen navigation pane.

TIP: Make a folder on your home screen navigation pane for all your

macros – this will help you find them quickly. Also, naming macros

with prefixes might help organize them in conjunction with the steps

involved with routine processes (1 – XXXX, 2 – XXXX, etc.).

Now find the macro on your shortcuts, and click it to watch your

work happen like magic!

Advanced food for thought!

Once you master recording and playing macros, try researching

tips on how you can modify the macro file (or use copy/paste) to

make even cooler macros!

Wrap it up!

This feature is included with Microsoft Dynamics GP, and every

User has it. If you don’t see the options, check with your administrator

for security access.

Want to take it a step further? There are products out there that work

WITH macros and do even fancier things such as automatically run a

macro when you open a certain window or perform a specific task.

30 | GPUG Magazine

Now, that may not sound like much, but

imagine keying in a payables transaction,

and after you enter the purchase

amount, the distribution window opens

automatically! (That’s pretty cool!) You

can do that and SO MUCH MORE!

This was a very simple example, and

hopefully it got your gears turning. What

ideas do you have to help automate some

processes in your organization? I’d love

to hear them! Share them with me on

Collaborate! GPUG

Shawn Dorward (GPUG All Star) is a

Microsoft Certified Professional for Microsoft

Dynamics GP (MCP). Serving as a GPUG®

Summit advisory board member, Shawn

enjoys contributing to the Microsoft Dynamics

GP community and also leveraging the

countless tools afforded to him via his GPUG

membership. Shawn regularly contributes on

Collaborate and welcomes any feedback or

questions pertaining to this brief tip.

This was a

very simple

example, and

hopefully it

got your gears

turning.

Q2/Q3 2015 | 31

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C O N T E S T

logofind the

Congratulations to our Q1 2015 contest

winner, Curt Bluhm from ADO Products,

LLC! Curt found the logo on page 17 of the

Q1 2015 issue of GPUG® Magazine. Let’s

play again. Hidden somewhere between the

covers of this magazine is our GPUG logo.

Can you find it?

While our logo shows up throughout the

magazine in conventional spots, it’s hidden

in only one place.

When you’ve found it, send an email to Logocontest@gpug.com with an

explanation of where and on what page it’s

at. We’ll choose a winner at random and

will highlight him/her in the next issue of the magazine.

CHARLES ALLENmanaging consultant at

BKD Technologies

CA: Yes, there’s a diff erence from upgrading version to version versus making huge leaps. Th e more up-to-

date you are, the easier it is.

BA: Not only do Users need to stay current on Microsoft Dynamics GP, but they also need to stay current

on Offi ce as well. Th e easiest and most cost-eff ective way to do that is Offi ce 365.

GPUG: Given this, who should be fi rst in line for Microsoft Dynamics GP 2015?

CP: If Users aren’t already on Microsoft Dynamics GP 2013 R2, they should implement Microsoft

Dynamics GP 2015. Workfl ow also previously scared people off because of the diff erent SharePoint

requirements, but that is now native in Microsoft Dynamics GP 2015. So people who want more

Workfl ow functionality, but don’t want to invest in ISV solutions, can achieve this pretty quickly right

out of the box.

CA: Business Portal and SharePoint are not fun at all to implement outside of Microsoft Dynamics GP. It’s

certainly a lot better to have it all in-house instead of going out to SharePoint.

BA: Yes, it really depends on how old of a version you’re running. Anyone who hasn’t already implemented

ISVs like KwikTag or ReQlogic can benefi t from 2015 because of the new document management and

accounts payables batch approvals.

GPUG: What should Users know in terms of cost and licensing for Microsoft Dynamics GP 2015?

CP: If they’re still on 2010 and going to go to 2015, then there’s a licensing transition from Module Based

Licensing or Business Ready Licensing to a Perpetual Licensing Model. With Perpetual Licensing, Users

get unlimited Management Reporter (MR) viewer licenses, which makes it easy and cost-eff ective to get

fi nancial data out to the entire organization. Th ey also get unlimited Users on Microsoft Forecaster and

unlimited employees if they already own Payroll. Th ese little cost-savings nuggets can add up to a lot of

benefi t for Microsoft Dynamics GP Users.

BA: Microsoft Dynamics GP 2015 also has a $60 per User read-only option, and that’s a huge savings and

benefi t to Users.

GPUG: You’ve touched on a few features and benefi ts, but what’s your #1 favorite new feature in

Microsoft Dynamics GP 2015 and why?

CA: Th ere’s a whole lot more HR functionality that’s now part of the package deal in Microsoft Dynamics

GP 2015. As far as time savings, I think that’s a huge win all-around.

BA: My favorite so far is the Business Analyzer (BA) app now available on iPad that allows Users to see Excel

and Management Reporter reports or statements via the app instead of in a PDF view. I show Customers

this, and their jaws drop. Th ey immediately say, “I want this.”

BELINDA ALLENMicrosoft MVP, MCP, MCT,

and co-founder at Smith & Allen

Consulting, Inc.

CHRISTINA PHILLIPSsenior managing consultant at

BKD Technologies

Q1 2015 | 17

CHARLES ALLENmanaging consultant at

BKD Technologies

er read-only option, and that’s a huge savings and er reead-only oopt$60 per Usa $ ser

and benefi ts, but what’s your #1 favorite new feature inbut whatt’s yound benefi an fits, bus a

that’s now part of the package deal in Microsoft Dynamics of the ppackagethat’s noww part olity th

huge win all-arouound.huge winn all-arout’s a hu

A) app now available on iPad that allows Users to see Excel ilable on iPad tA) app nnow availer (BA

via the app instead of in a PDF view. I show Customers steadd of in a Pvia thhe app insments

wwant this.” say, “I w

CHRISTINA PHILLIPSsenior managing consulta

BKD Technologies

Q1 20

CHRISTINA PHILLIPSsenior managing consulta

32 | GPUG Magazine

Jessica Gorski

accountant for Data2 Corporation

GPUG® Member since 2013

MEMBERCONNECTION

We didn’t have a chapter, so I talked to Whitney and got approval from

my company to head one up. I hadn’t attended a meeting before, but

the idea of having a community to get help and find “fix-its” that save

me time and my company money was huge. We now have 41 Members

and consistently have 12 people per meeting.

I’m a User. I see the financial side of things, and I’m not technical.

There are a lot of people that are more technical and see the SQL side

and know how Microsoft Dynamics GP is installed. These two types of

people can mesh. We have a good mix of Users and technical people,

which helps in getting answers from each side.

1. Grow our chapter a little bit. We have a good core group, but we

haven’t seen new Members for a while. Our VP of membership is

working on reaching out and getting more people to attend.

2. Get more information and feedback from Members via a survey.

Attend as many webinars as you can. They’re free to Members, and I

try to get to as many as I can. Even if you get one tip out of a webinar,

that one tip can save you lots of time.

Leading the chapter is fun. We’re the first people to know about new

things coming in GPUG. There was a training day for chapter leaders

at last year’s GPUG Summit, and I was able to brainstorm with other

chapter leaders, gaining insight into what other groups do and seeing

the issues they have.

I also really like using the open forum on Collaborate to see other

people’s questions and get answers to my own.

I’m also enjoying the “Dig in the Sandbox Tool”. Definitely check that

out to see the differences between the Microsoft Dynamics GP 2015

and your current version.

PAVED AND

CHAIRED THE

WAY

USER + TECH =

ANSWERS

GOALS

GPUG ADVICE

THE BEST

PART(S)

Q2/Q3 2015 | 33

k-eCommerce got its start by enhancing

the buying experience for its online retail

clients. The company specifically worked

to streamline efficiency for those clients

by integrating its eCommerce platform

with enterprise resource planning (ERP) software.

In 2005, k-eCommerce brought its solution to the

cloud and opened its own data center where it now

hosts websites as well, handling IT and web support,

providing web design, and offering custom web

development.

GPUG®: Tell us a little bit about k-eCommerce

and what you offer Microsoft Dynamics GP

Users.

Giuseppe Ianni (GI): We focus on streamlining

maintenance and integration for Microsoft

Dynamics Users who manage websites and web

stores. Our first integration as a company was with

Microsoft Dynamics GP in 2004, and we’ve been

committed to this community ever since. Through

k-eCommerce, we offer Microsoft Dynamics GP

Users one single point of truth to manage their

web stores and utilize Microsoft Dynamics GP on

the back end. This allows Customers to simplify

the maintenance and communications between

their web interface and ERP, which then allows for

real-time information between the web store and

Microsoft Dynamics GP.

GPUG: Why is a single point of truth so

important for retailers using Microsoft

Dynamics GP?

GI: If their website and ERP aren’t integrated, they

struggle to keep pricing up to date on their website

and can’t see an accurate view of inventory, which

messes up orders and promises items to their

customers that they can’t fulfill.

They also really struggle with how payments

are handled and can’t adhere to PCI laws or keep

sales tax low and accurate. All these issues lead to

higher costs in the picking, packing, and shipping

departments, so they inevitability lose money and

control. It’s almost a domino effect against your

profitability, all of which could be solved with

integration between Microsoft Dynamics GP and

the web store.

GPUG: We’re covering business process

automation in this issue. Can you describe how

k-eCommerce helps automate critical business

processes?

GI: The major way we help automate business

processes is by creating a business intelligence

(BI) directional flow of data between Microsoft

Dynamics GP and our client’s web store to ensure

that inventory, availability, and customer data is

all available from their website without having to

maintain a second database.

Our solution also ensures that all customer

orders are synced back with Microsoft Dynamics

GP. This connection lowers operational costs and

streamlines back office operations. Our clients can

focus on growing instead of dealing with manual

processes.

k-eCommerce allows clients to not only

manage their corporate website with our code and

structure, but also to manage their web store if

that’s a separate site. It’s a full content management

system that greatly improves their business

processes because there’s only one application to

manage their corporate website and web store. You

COMPANY

k-eCommerce

INTERVIEWEE

Giuseppe Ianni,

vice president of sales

WEBSITE

www.k-ecommerce.com

HEADQUARTERS

Plymouth, Michigan

PHONE

734-928-6004

EMAIL

Giuseppe@k-ecommerce.com

ESTABLISHED

2001

k-eCommerce

isv partner member showcase

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GP

34 | GPUG Magazine

can make design changes once, and it shows across both applications,

helping clients maintain a consistent online presence without making

the time-consuming updates that impact their ability to scale.

GPUG: What type of businesses benefit most from the

k-eCommerce solution?

GI: Industry stats show that B2B distribution companies will account

for $1.1 trillion in the eCommerce market as of 2020. As such, the bulk

of companies looking for eCommerce are distribution companies.

They are focused on selling business to business (B2B), and today,

only 25 percent of those B2B businesses actually sell online. It’s

amazing to think we’re only seeing a quarter of companies selling

online, but those that do are very successful.

Distributors and manufacturers are the businesses that really

need websites and that are changing their strategy to make online

selling a priority. If you look at eCommerce right now, B2B websites

are outdated and more focused on order entry. They now need B2B

portals that are the same as retail portals, offering up self-service

options, chat functions, availability, pictures, and data sheets.

Consumers are demanding more from their online buying experience

because that’s what they get when they shop online.

GPUG: What do Microsoft Dynamics GP Users like most about

k-eCommerce and your solution?

GI: The fact that it integrates with Microsoft Dynamics GP to

streamline their website maintenance is a major benefit that our

clients rave about. They don’t have to manage two databases. They

don’t have to enter price updates into two systems. All of that saves

them a ton of time and sanity. They also appreciate that it’s an out-

of-the-box package, yet customizable to their needs. They know we

keep future upgrades in mind, and they don’t have to build something

from scratch.

We also just released responsive web design to coincide with

Google’s latest hammer on businesses in regards to search engine

results, so when clients sign up with us, they get integration between

their web store and Microsoft Dynamics GP as well as a responsive

website design. This allows for simplified maintenance of their web

store from a coding standpoint to ensure compatibility across any

web-enabled device, whether it be desktop, tablet, or mobile phone.

GPUG: Why is a responsive web design so important? Are Users

catching on to the importance?

GI: Responsive website design is a best practice required from Google

to rank well. If your website isn’t responsive, Google will no longer

index it well, and your search engine ranking on mobile devices will

go down. It’s really no longer a nice to have, it’s a requirement. We

have businesses calling us just for this functionality.

Forrester recently released a report that shows that 75 percent of

businesses are implementing or laying out a mobile strategy because it’s

the future in where transactions are going. That same report showed that

39 percent of mobile users research companies from a mobile phone,

and if it’s not an attractive layout, they’re going to move on. They’ll see it

as a disjointed experience, and it turns them off from buying or working

with that company from the start. Businesses now know and recognize

this truth, so yes, they’re definitely catching on to the importance.

GPUG: You’ve been very active in the UG community. What’s

your favorite part?

GI: I love hearing from Users to see what they’re struggling with and

educating them on what’s happening in the eCommerce industry.

Most aren’t aware of what’s going on or don’t have the bandwidth

to keep up with Google’s latest updates. I enjoy being the expert

they can turn to. It feels good to educate people and help them stay

proactive and ahead of the trend. GPUG

“Since we’re one of the first k-eCommerce customers, we have experienced each

version of the eCommerce platform, and we couldn’t be happier with the way it has

evolved and stayed on top of industry trends. Our business has been able to grow

steadily using this scalable platform without ever outgrowing it or missing out on any

of the key elements that consumers expect and demand of an eCommerce site.”

– Claude Corriveau, IT director at Novexco/BuroPLUS

Q2/Q3 2015 | 35

learna c adem y cor ner

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U

GP

GPUG Academy pre-conference training courses offer: Instructor-led classroom training environment

Focused content that dives deep into targeted functional areas

Half- or full-day course options at prices that are considerably lower than traditional

in-person classes

CPE credits for all GPUG Academy courses

Here are just some of the more than 30 classes we are planning for you: Reporting 201 in Microsoft Dynamics GP - SmartList Builder and Excel

Report Builder

Reporting 101 in Microsoft Dynamics GP

Intro to SQL for Accountants & Non-DBAs

Microsoft Dynamics GP Manufacturing Essentials

Microsoft Dynamics GP Manufacturing Extended Functionality

Managing Fixed Assets in Microsoft Dynamics GP

Microsoft Dynamics GP System Administration:

Administering the Application

Advanced Management Reporter

Human Resources - Let’s Learn Together

Advanced A/R Topics in Microsoft Dynamics GP

Inventory Setup, Management, and Reconciliation

Understanding the Microsoft Dynamics GP Data Model -

Where Does My Information Go?

Advanced A/P Topics - Getting Started with Purchase Order

Processing

Microsoft Dynamics GP Manufacturing Training GPUG Academy is excited to offer Microsoft Dynamics GP

Manufacturing Training at Summit 2015. No other Microsoft

Dynamics GP training organization is offering this opportunity

for both Microsoft Dynamics GP Users and Partners. Sunny

Mattoon of InterDyn BMI will share her years of expertise

with attendees in two separate GPUG Academy classes. On

Monday, October 12, Sunny will present Microsoft Dynamics

GP Manufacturing Essentials. On Tuesday, October 13,

she will teach Microsoft Dynamics GP Manufacturing

Extended Functionality.

2015GPUG SUMMIT

Make the most of

your trip to Reno

by taking advantage

of focused, instructor-

led classroom training

before GPUG® Summit

2015 officially kicks off.

This training, delivered by

GPUG Academy, is designed

to provide in-depth product

education in an interactive,

hands-on setting.

Pre-Conference

Academy Training

Register now at www.gpugsummit.com

36 | GPUG Magazine

We reached out to GPUG

Members to find out their

favorite shortcut or tip related to

business process automation.

Here’s what they had to say:

Jeff Morlen network engineer Delta Medical Systems, Inc. Jmorlen@deltamed.net

Using the workflow automation in Microsoft SharePoint to

accelerate the approval process within the organization.

topicon

...with GPUG® Members

1 2

2

1

Steve Erbach business analyst and Microsoft Dynamics platform administrator WOW Logistics Company Steveer@wowlogistics.com

Since I’ve learned Microsoft Dynamics GP by the seat of my pants

and with the help of a lot of people from the Forum, webinars, books,

phone calls, correspondence, and at GPUG Summit, my “shortcuts”

tend to be created like Johnny Cash’s Cadillac: “One Piece at a Time”!

One that I cobbled together recently uses Victoria Yudin’s “SQL

view with security and SmartList details in GP” as the data source for

a refreshable Excel pivot table. The pivot table allows me to:

1.  Find a particular resource in the list of all of the Microsoft

Dynamics GP Resource Descriptions and who can use it.

2. Find out what Tasks and Roles contain that resource.

3. Slice and dice the security information in convenient ways.

For example, we can now give our auditors a report showing the

functions in Microsoft Dynamics GP assigned to each person on our

accounting staff so that they can be assured that proper accounting

controls are in place. GPUG

Q2/Q3 2015 | 37

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CPD (Check Printing Day) may be caused by a software imbalance that can be corrected by using Mekorma’s Multi-Batch Print & Post. Learn how at Mekorma.com

Stop suffering under the weight of

Check Printing Day.

Ask for a quick demo at www.mekorma.com.

Simple but Multi-Batch Print & Post

POWERFUL.

Print & Post ALL your AP payment batches – in ALL GP companies – with a SINGLE BUTTON.

Choose the batches and companies, choose Print or Post, click Process. Multi-Batch Print & Post prints each check batch and creates the EFT fi les for every checkbook you choose, including logging into any or all of your companies for you.

Multi�Batch

Print & Post

Print and Post batches from ALL companies

Print checks and generate EFTs

Choose options – headers and footers, format rows, underscore

rows, row and column breaks, comments

Select Headers and Footers

This Report has Print Date and Time, Company, Report

Description, Periods Covered, and Unit Description.

The transaction detail report allows staff to start from the chart of

accounts and then select their cost center so they can drill down to

the individual transactions to see what was charged to their accounts.

These screenshots show how to set up the transaction detail report

in Management Reporter.

This report is deployed to a Microsoft SharePoint 2010 site so staff can

easily access the information, but it also works in the Viewer. When you

open the report, it displays the revenue and expense accounts.  The staff

can then click on the reporting tree and pick their cost center where they

can drill down to the line item details for each account. Staff can download

the transactions to Microsoft Excel if they need to analyze the data.

We chose to deploy this report in a SharePoint library to have one

place for reports that staff could easily access.

Start:

Open Management Reporter Designer

File – New

Click on the Report Tab and enter the basic report type information

Select Company – Detail Level (Financial, Account & Transaction)

– Posted activity only

Select Row, Column, Tree Type, and Tree

Select Output and Distribution Tab and enter Name of report and

output

Output Name – View report when generated

To deploy to SharePoint – Select Generate to Multiple Report

Library locations

Enter the related Report link location

Management Reporter YTD Transaction Detail Report Layoutby MariAnne Woehrle

t t&TIPS & TRICKS

40 | GPUG Magazine

Select Settings Tab:

Rounding

No Rounding

Calculation Priority

Perform Row Calculation first and then Column

Processing Order

Rollup values in reporting tree

Perform Calculations

Apply rounding

Reporting Unit Selection

Include all Units

Other Formatting

Use parenthesis for negative numbers

Display digit separators

Row Definition

Includes all accounts – no totals – Header for Revenue and Expense Accounts

Header for Expense Accounts

Column Definition:

Must include Transaction Detail for the drill down!

Account - column width 15

Description - column width 30

Transaction Detail (ATTR / Transaction Date) - column width 15

Vendor (ATTR / Originating Master Record ID) - column width 15

Invoice (ATTR / Originating Document Number) - column width 15

Transaction Detail (ATTR / Distribution Reference) - column width 15

Actual (FD / Actual / BASE / 1:BASE / Periodic) - column width 14

Q2/Q3 2015 | 41

Tree Definition

Company Column

First Row

@Any – Summary – Summary of all units – allows rollup

Rows after first

Company in Microsoft Dynamics GP that you want to pull

information from

Unit Name

First Row

SUMMARY

Summary of all units

Roll up of one department –

1000 – Member programs

1100 – Executive Office

1110 – General Administration – add Dimensions

+Cost Center = [1110]

Unit Description (1110 – General Administration)

Dimensions (+Cost Center = [1100]) GPUGMariAnne Woehrle is senior director of IT at CTAM. She can be reached

at Marianne@ctam.com or 301-485-8925.

42 | GPUG Magazine

Event Registrations Just Got Easier

on www.gpug.com

With GPUG® Summit 2015 right around the corner, getting your

busy educational schedule lined up is top of mind! We know how

important it is to sign up for all the right courses and bring all the

right people from your organization to Reno, so we’ve made it easier

for you to build and manage your team’s GPUG learning schedule!

You can now easily add new attendees and update your own

registration from the same web page, all while confirming the details

are correct.

Once you’ve registered for an event, you’ll notice a new Edit button

that appears when you click into the event details (See Figure A).

Click Edit, and you’ll see your current registration details along

with the ability to edit or cancel your registration. For conferences

like Summit, the Edit option will give you the ability to add on-site

Academy classes or other agenda items to your existing registration.

You also have the option to add colleagues by selecting Register More

Attendees (See Figure B).

Helpful hint: quickly find all of the events that you’ve registered for

(upcoming and past) by visiting My Profile and clicking My Registrations.

Go ahead, try it out today, and we’ll see you in Reno!

s NOT All, Folks…

WHAT’S NEW ON COLLABORATEUpdate, Edit, Add...Oh My!

Easy breezy GpUG membership!

Everything you need to know about being a Member is at www.

gpug.com/questions in frequently asked questions (FAQ) format.

Don’t needlessly wander around www.gpug.com; gain focus with

this helpful FAQ! GPUG

Searching for a relevant webinar?

Don’t spend more time searching than you do learning. All webinar

recording files are tagged by relevant roles, topics, and industries. By

clicking on these tags, you will see other webinar recordings with that

same tag. When you’re viewing a webinar recording file in the content

library, scroll down to the Tags and Keywords section, then click on

any tag to find more recordings on that topic! Happy learning!

Figure A

Figure B

®

Q2/Q3 2015 | 43

ANGELA OTASUAChildren’s Miracle Network Hospitals

accounts receivables clerk

Aotasua@cmnhospitals.org

DORA DENGChildren’s Miracle Network Hospitals

senior staff accountant

Ddeng@cmnhospitals.org

Why did you decide to

enroll in the PCAP/PCAR

programs?

What did you enjoy

most about this learning

experience?

How has what you’ve

learned helped you in your

career?

What do you value most

about professional

development?

What types of learning

opportunities do you

recommend to fellow

Microsoft Dynamics GP

Users?

My organization encourages personal

development. Microsoft Dynamics GP is an

amazing software with many complex abilities,

in which my knowledge was limited. My goal by

enrolling in the PCAR program was to learn how

to use Microsoft Dynamics GP and increase my

efficiency in accounts receivables.

I enjoyed the interactive environment that

allowed us to ask questions during the

lessons. I also enjoyed learning about reporting

in Microsoft Dynamics GP, as I use this function

regularly. The time I save by understanding

SmartLists and reports is priceless.

I better understand the month-end process and

can produce quicker, more timely reports to

various departments.

I want to be an asset to my company. Professional

development provides me with special skills

and knowledge that help me perform at higher

levels and makes me more valuable to my team.

I definitely recommend trying at least one

course through GPUG Academy. Microsoft

Dynamics GP is a very complex program that

can do amazing things when Users understand

its potential. GPUG Academy offers excellent

training and support for every User, and

increasing knowledge is a worthy investment in

the long run.

Microsoft Dynamics GP was adopted in our company

a few years ago, but upon review, it became clear that

we weren’t leveraging the full potential of the software.

I decided to attend the course to better understand the

numerous functions available to us that can assist in

our accounting procedures while also developing my

skills and increasing my proficiency.

I’ve definitely enjoyed the ability to immediately

apply what I learn in the classroom to the projects

I’m working on in my company. I’m also very happy

to share my newly earned knowledge with my

coworkers so that they, too, can get better at the jobs

they do.

Taking this class has made me the subject matter

expert in the company, which means that any time

my coworkers have issues or a new problem to

solve, they come to me for help. In addition, a lot

of the goals that our accounting department has

set for the year revolve around Microsoft Dynamics

GP projects. Developing a greater understanding of

Microsoft Dynamics GP has helped my team and me

find the best way to attain those goals using the full

functionality of Microsoft Dynamics GP.

Continually improving, learning, and growing are

what is most important to me. Getting better means

being more effective at my job, which ultimately

means better results in less time.

I’d definitely recommend PCAR or PCAP. The level of

depth that these classes went into isn’t an experience

easily gained elsewhere. Going in-depth is crucial to

developing a solid foundation of understanding while

also providing space to grow complexity in functions

and programs.

FOCUS ON EDUCATIONGPUG® reached out to two

Members who are taking

advantage of the learning

benefits that come from GPUG

membership, specifically the

professional certificate in

accounts payable (PCAP) and

accounts receivable (PCAR)

programs.

44 | GPUG Magazine

GPUG® is fortunate to work with Partner organizations that bring strong product expertise to our

User Members. The following Partners have given back to our chapters through sponsorship,

and as a thank you for that commitment, we are highlighting

them here. You’ll read about three Users who have achieved business

success through a combined use of Microsoft Dynamics GP and the

Partners’ respective solutions.

MetaViewer

With more than 125 full-service, on-site pharmacies in 31

states, Genoa Healthcare is the largest behavioral health pharmacy

provider in the country. Genoa merged with QoL Meds – a

pharmacy chain that also provides services for behavioral health

– on July 15, 2014 and finished integrating the two organizations

this year.

Before automating its AP processes with MetaViewer, Genoa

had a one-person AP staff who utilized a very manual and

undocumented AP process. “We knew that with the impending

merger, carrying on with a manual process would become difficult

for us to manage,” Deanna Brossard says.

Prior to choosing the MetaViewer solution, Genoa had a

myriad of manual processes committed to memory that it used

in its AP department. For example, invoices for more than $500

were emailed to be approved by store managers. In addition,

printing, scanning, emailing, and filing invoices decreased the

AP department’s efficiency and made it difficult to keep track of

where invoices were in the approval process. 

Since Genoa has implemented the MetaViewer system,

solidifying AP procedures and processes into one system has been

crucial to the training process, especially during the merger. “Since

we’ve implemented, it has been so much easier to train people,”

Deanna says. “We were able to automate a very manual process

and now have greater visibility of the process from start to finish.”

Rather than trying to remember all of the invoice procedures,

all AP employees can now be trained on one fluid system that

streamlines the process. MetaViewer has also allowed Genoa

to double in size but keep the same number of AP employees.

Because the MetaViewer solution has taken on much of the

workload, it has prevented the newly-merged company from

having to increase its AP staff.

“We wanted the ability to grow and work smarter rather than

continue to add personnel in order to maintain an outdated

practice,” Deanna concludes. The solution has also helped

Genoa exceed its goal of automating 50 percent of its invoices.

Genoa has been 100 percent automated, and the QoL addition

also became fully automated after the company databases were

merged. MetaViewer has helped Genoa increase efficiency, cut

back on filing, and has made the merger smoother and more fluid

with a consistent and effective training process.

CHAPTERSPONSOR Deanna Brossard,

accounting manager at Genoa

Add-On Solution: MetaViewer Paperless ERP for Microsoft DynamicsMetafile User Since:

2013

46 | GPUG Magazine

Crescent Crown Distributing is the 10th largest beer distributor

in the United States, distributing top brands from more than 100

suppliers. Crescent Crown uses Microsoft Dynamics GP for its

financial management. Up until 2014, the company was bogged

down with manual entry of its invoices and payments. With seven

locations across two different states, it was very challenging to

manually track down invoices, and Crescent Crown also lacked a

good record of incoming invoices. Late fees resulted from limited

vision into invoice due dates.

Before Crescent Crown implemented docSTAR eclipse Smart AP Automation, everything was processed manually. The

company scanned and entered tens of thousands of invoices and

checks into Microsoft Dynamics GP per year. By fully integrating

docSTAR eclipse within Microsoft Dynamics GP, Crescent Crown

now has insight into every invoice and check in the system.

“There are hundreds of miles between our facilities, and we

require a VP at each location to approve the invoices. Now that

it’s all electronic, we’ve streamlined our approval process and

reduced errors, documents are no longer misplaced, and our

late fees have gone down to almost zero,” Neil Baier says. “We

save at least a few thousand dollars each year just by paying our

invoices on time.” Combining intelligent data capture with the

powerful workflow engine in eclipse, Crescent Crown imports

and automatically routes invoices so each VP has immediate

access to unpaid invoices that require his/her approval. “We’re

simply much more proactive in paying our invoices on time, and

we can be because of the great reporting and insight docSTAR

eclipse provides,” Neil shares.

Eliminating late fees was just the beginning of cost savings for

Crescent Crown. The company has also increased productivity,

saving at least four to five hours per week of work that included

manual entry of invoices. “That’s about 250 hours of labor a year

we can use on something more productive,” Neil explains.

With a quick return on its investment of under a year, Crescent

Crown is impressed with how easy the AP solution is and how

responsive the docSTAR team has been. “docSTAR delivers

exactly what they promise and unfortunately, that’s not always

the case with other software vendors,” Neil concludes. “docSTAR

eclipse has worked the way it should from the very beginning, and

to this day, there hasn’t been a problem docSTAR couldn’t solve.”

Altec docSTAR

Pete Wayne,

director of IT

at Oscar W.

Larson Co.

Add-On

Solution: doc-linkTM

doc-link

User Since: 2005

Oscar W. Larson Co. (Larson Co.) builds and services gas

stations in the tri-state area of Michigan, Ohio, and Indiana,

managing everything from underground fueling tanks to pouring

concrete to setting up convenience stores.

Larson Co. has been using Microsoft Dynamics GP for 13 years

and were feeling the pains of manual document management

10 years ago from lost documents and dealing with a very slow

invoicing process. Pete Wayne shares, “We needed a document

management solution that not only integrated with Microsoft

Dynamics GP, but also went beyond the basic document

management functionality.”

Larson Co. came across doc-link provided by Altec and has

seen tremendous growth over the past decade. “We have had a

great increase in volume over the past few years, and we simply

couldn’t manage it all without doc-link. It would be brutal and

take a lot more staff in our back office.” Pete continues, “Our

back office personnel is scaled back because of doc-link, and

we can hire more service employees to meet our customer

demand.”

Setting the stage for growth is just one of the benefits Larson

Co. is realizing from doc-link. Being able to retrieve and access

files electronically is a huge win and a quick ROI, but it was the

business process analysis that forced Larson Co. to streamline

operations. “I look at doc-link as an operations tool that helps

us keep 10 core workflows, making our processes as efficient

as possible. It forces us to go through each department to keep

things streamlined,” Pete shares.

Pete has recognized another major benefit in the accounts

receivables and payables departments. “Companies don’t realize

what you miss out on in terms of vendor discounts until you gain

the type of insight that doc-link provides. It also speeds up the

collections process tremendously so we have more cash flow to

work with.” 

Larson Co. is seeing an incredible increase in productivity as

a result of doc-link. “We cut so many hours out of our processes.

We approached it as another way to refine our business processes,”

Pete concludes, “and we built that around our document

management system. Now the possibilities are endless in terms

of our growth.”

Neil Baier, VP of finance at

Crescent Crown

Distributing

Add-On

Solution: docSTAR eclipse Smart AP AutomationdocSTAR User

Since: 2014

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W

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ce

nnee,,

IITT

WW..

ee:

Q2/Q3 2015 | 47

The “1-2-3 Let’s Get Started” series achieved top honors as the most downloaded and

highest attended OneSource series in 2014.

If you missed it the first time around or want to catch it again, you’re in luck as the

series will be repeated with updated content.

This content is considered beginner level. Whether you’ve been a Microsoft Dynamics

GP User for years and need training or a brush-up on a specific module, or whether you have a new hire

that needs to get up to speed, this series is for you.

The “1-2-3 Let’s Get Started” series schedule is outlined below. Log on to www.gpug.com/engage/

onesource to register for classes.

A Second Chance at

About the OneSource Series

The “1-2-3 Let’s Get Started” series is part of the OneSource GPUG Education Hub. OneSource is a

quick and convenient way to find series of interactive, educational webinars that dive into topics on the top

of GPUG Members’ minds and is available exclusively to GPUG Members. GPUG

“1-2-3 LET’S GET STARTED” TOPIC DATE TIME

Microsoft Dynamics GP and the Cloud August 6 2:00 pm ET

SmartList Builder August 10 3:00 pm ET

General Ledger Unknowns August 11 12:00 pm ET

Refining Security August 13 1:00 pm ET

Word Templates August 18 11:00 am ET

Field Service August 18 2:00 pm ET

50 Resources for Support August 18 3:00 pm ET

SQL August 27 1:00 pm ET

Dashboards September 3 1:00 pm ET

Budgeting September 9 12:00 pm ET

SSRS September 10 3:00 pm ET

Inventory September 15 11:00 am ET

Manufacturing September 15 2:00 pm ET

Workflow September 16 11:00 am ET

Payroll September 16 2:00 pm ET

Human Resources October 7 2:00 pm ET

SmartList Designer October 8 3:00 pm ET

“1-2-3 Let’s Get Started”

48 | GPUG Magazine

#GPUGSummit #INreno15

REGISTER TODAY

O C T O B E R 1 3 – 1 6

T e r t e ion I tten e e me enou in orm tion to u ti t e o t o t e entire on eren e

JOHN STEELE, CR ENGLAND INC.

Microsoft

Dynamics GP

partners don’t

miss PreGAME

to Summit

O t 1 13

gpugsummit.com

RENO TAHOE 2015●

®

We could talk all day long about why we’d love to see you at GPUG® Summit

2015 in Reno, Nevada, but it’s much better for you to hear it from a colleague!

Check out these comments from 10 Users, and then check out information

about this year’s event at www.gpug.com.

Why YOU Should Attend Julia Holmes Taco Bueno

GPUG Summit allows for an opportunity to meet other individuals who can share experiences, successes, and failures. It allows an opportunity to get recommendations and learn best practices, and it give us exposure to other products that can improve our processes.

Spring Lackey Monitronics International

I learned a great deal about Microsoft Dynamics GP and Management Reporter. I also met wonderful people who were willing to share their experiences with Microsoft Dynamics GP.

Holly Knuttila Saskatchewan Blue Cross

I was able to have meaningful conversations with some other Microsoft Dynamics GP Users and experts around topics that are current to our environment.

Trish Coughlin Global Aerospace, Inc.

I liked and gained something from almost every session I attended.

Ryan Backus Summit Professional Networks

My company is looking to upgrade to Microsoft Dynamics GP 2013. I received a great amount of insight into that process that will prepare my company and me for the upgrade.

Sian Raphael BCGEU

I attended some great classes and felt I have a better understanding of what is possible with Microsoft Dynamics GP. I would consider myself an intermediate User, but I know that there is so much more I can do with Microsoft Dynamics GP when it comes to data extraction/reporting. I may not remember it all, but I am signing up for a GPUG membership and hope to maximize the use of the online resources and webinars.

Kim Lanning Dell SecureWorks

My favorite part of GPUG Summit is seeing old friends and making new ones!

Rachel Cilli Global LT, Inc.

We are new to Microsoft Dynamics GP, and I learned about so many features to help alleviate our burden that are already included in Microsoft Dynamics GP that we didn’t know about.

Elaine Ware Digital Ally

I arrived with two big questions and they were answered on day one.

RENO TAHOE 2015●

®

50 | GPUG Magazine

NAME THAT PHOTO

CONTEST

The meeting has come to order!

What do you think was the hot

topic at a recent Ohio chapter

meeting?

Simply email your submission to

Captioncontest@gpug.com. The

winning submission will be printed

in the magazine’s next issue.

Q1 CONTEST WINNER:

Pamela McDaniel of Dynavistics

“Dynamics Podcast Listener –

of course.”

Q2/Q3 2015 | 51

Who hasn’t had to take two spreadsheets and compare them to each

other trying to find the proverbial needle in the haystack, aka the

reason they differ by a $1? If there are a lot of lines, differing by $1 or

$1,000,000 will make you equally crazy. As a Partner, I found myself

recently having to do it yet again for the millionth time in 24 years. I

was just about to scream when I thought, “What new Power BI tools in

Microsoft Excel could make this easier?!” The clouds suddenly parted,

and shining right next to the sun was Microsoft Power Query! Okay,

it wasn’t that dramatic, but it did become a challenge to me, and you

know I love a good challenge. Could I use Power Query to make this

easier and repeatable? It turns out the answer is: “Yes, I can!”

I’ll spare you the details on why I ended up needing to compare the

spreadsheets I had and where/how they were created; that would take

an entire book. But I can share with you the same process by walking

you through building a Multi-Company Payables Management

Balance Due. As you perform these steps, think about how you can

use this same methodology to help you with problems! Let’s begin.

What we’ll build: Multi-Company Payables Management Balance

Due in Excel

How we’ll get the data: We are going to build this using Microsoft

Dynamics GP SmartList to export the data into Excel. Keep in mind

that it is possible and more practical to build a refreshable report

accessing the data directly, but I want to show you how to use a feature

of Microsoft Power Query.

You’ll need to download Microsoft Power Query first; find it at

http://bit.ly/PQdownload.

Building a Multi-Company AP Balance Report (aka Using Microsoft Excel to Compare Files)by Belinda Allen, Smith & Allen Consulting, Inc.

t t&TIPS & TRICKS

» Let’s just use the default SmartList object for Purchasing | Open

Payables. Open it up, and export it to Excel.

» When the data opens in Excel, insert a column at the beginning,

give it the title “Company”, and enter a brief description of the

company and copy to every row.

“What new Power BI tools

in Microsoft Excel could make

this easier?!”

52 | GPUG Magazine

» Create a folder that will be dedicated to the AP Trial Balance

Files. We will store nothing else in this folder.

» Save the Excel File as a CSV (Comma delimited) file in this new

folder. Close the Excel workbook you just created.

» In Microsoft Dynamics GP, log in to the next company you want

included in the Aged Trial Balance. Repeat steps 1 through 4

EXCEPT use a different company description for step 2 and save

the file with a different name than in 4. (Yes, I know you are not

an idiot and would not overwrite the first file, but your officemate

might.) Continue for all the companies you want included in the

report. If the EXACT same column layout is not used between

files, this will NOT work. (Did I stress that enough?)

» With the workbooks from the previous steps closed, open a new

workbook in Excel.

» Click on Power Query from the Excel Menu Bar, and the Power

Query ribbon opens. In the Get External Data area of the ribbon,

select From File | From Folder.

» In the Folder window, Browse to the folder that you created in

step 3 above. This is the folder that contains all and only the CSV

files. Click OK.

» The Query Editor will open. You will see a row for every file in

the folder you pointed to in the previous step.

» Highlight all columns EXCEPT the first one (Content). When

they are highlighted, right mouse click and Remove Columns or

press the Delete key.

» On the remaining column, click on the double arrow icon.

» All of the columns in the Excel files will display. The rows will

display all rows from every file in the folder. Also note that the

headers for all files after the first one will also display, so we need

to remove those. In the dropdown list for the second column (I

do not use the column I created in case I did not spell the column

header correctly in one or more files), choose the dropdown

arrow. Select Text Filters | Does not Equal. In the Filter Rows

window, add the column name. I chose the Vendor_ID column,

so my window looks like the following. When finished, click OK.

Yes, I know you are not an idiot

and would not overwrite the first

file, but your officemate might.

Q2/Q3 2015 | 53

» In the Query Settings pane on the right, change

the query Name.

» Highlight all the columns with currency

amounts. Right mouse click and choose Change

Type | Currency.

» On the Query Editor ribbon, in the Close area,

click on the icon for Close & Load. If you click

on the arrow here, you’ll be prompted for Close

& Load and Close & Load To… Select Close &

Load; we want the data in an Excel table.

» Once the data is in Excel, create the pivot table

as you normally would. I put the Company field

I created in columns, so I have one column for

each company or each CSV file.

So that’s a very quick and dirty Power Query-driven

report. One of my teammates recently used Power Query to compare

two budgets from Microsoft Dynamics GP, so the Customer could

see all the differences between the two.

Below are some additional comments and notes I feel I must share

with you if you try this report:

» I used a default SmartList object, so Returns, Credit Memos, and

Payments showed up as positives rather than negatives, so the

totals may not be correct. Make sure you use something that

takes these documents into consideration.

» Although you can create a refreshable report using similar

techniques, you can update this report easily by replacing the

CSV files with new ones, then choose Data | Refresh All (twice).

You can add additional companies by just dropping in more

CSV files, then choose Data | Refresh All (twice). Why do you

have to refresh twice? I’m not certain, but I believe the first time

refreshes the query and the second refreshes the pivot table.

» When using this method, the column structure must be identical,

or it will not work.

Geeking Out on You Here

Going back to how I used this in the first place, I pulled data

from Microsoft Dynamics GP in two different places, created

a column in each to identify where the row came from, and

compared. Not only did I add a row to identify the source, but I

also made the net amount from one source be debits – credits and

the source in the second to be credits – debits. The pivot table

immediately identified all discrepancies. I also used SQL Views

and accessed the view directly in Power Query rather than using

the From Folder option. The use of views makes this repeatable

and refreshable.

I hope this article gives you a powerful reporting option and

possibly a powerful research option! GPUG

Belinda Allen, MCP, is a Microsoft MVP and partner with Smith &

Allen Consulting, Inc. She can be reached at Belinda@saci.com.

I pulled data from

Microsoft Dynamics GP

in two different places,

created a column in

each to identify where

the row came from, and

compared.

54 | GPUG Magazine

5MINUTES

VOLUNTEERWho interests you on social media right now?

I have several “heroes” whose thoughts and advice

I value. One of those that I check up on when I have

time is Glenn Beck. He tells it like it is and makes me

think.

On my desk right now is…

A picture of my family. They keep me grounded, and

the picture reminds me that all I do, I do for them.

My three goals for the rest of 2015 are…

1. Upgrade to Microsoft Dynamics GP 2013 from

Microsoft Dynamics GP 2010.

2. Complete GPUG® PCAD and PCBI certifications.

3. Find time for couple of weeks off.

When I am not at work I…

Spend time with my family. My husband and I enjoy

golfing at least once a week at various golf courses

in our area.

The best advice I ever received…

I have received so much valuable advice in my

lifetime. To bring it down to one most valuable piece

is difficult. I believe that the one that would lead to

all others is to “Keep an open mind and embrace

change.”

I thought I had an open mind; however, to truly be

open-minded, one must be ready to change when it

is necessary and/or clearly better. Change is hard for

some, scary for some, and both for others. For me,

most times, it is just downright inconvenient. Once

I learned to embrace change and always be on the

hunt for new AND better, wow, the world opened up.

With an attitude of “I/We CAN do this!”, everything

else just flows into place.

WITH GPUG’S

Viola Shoell

business systems analyst III for

Public Utility District No. 1 of Franklin County

OF THE QUARTER

Q2/Q3 2015 | 55

www.microsoft.com/convergence

Barcelona, Spain 30 November–2 December

Register before 18 September to save €300

New Orleans, Louisiana April 4–7

Save the date!

Where business meets possibility.Discover the solutions, the connections, and the inspiration to take your business to the next level. At Microsoft Convergence, you’ll hear from visionary leaders who are blazing new trails and will challenge you to think about your business in news ways. Get an insider’s look at innovations that address your business challenges. Share insights with colleagues from around the world, and make connections that will last long after the event.

They rolled up their sleeves and dug in the

GP SANDBOX™

®

We launched the GP Sandbox exclusively for GPUG® Members in Q1 and are pleased to share some great User feedback on the experience. Check out the quotes below and then check out the Sandbox at www.gpug.com/gp2015.

Great tool to introduce Users to new features within their functional area prior to committing to the upgrade. - Jeff Dalton

I really like this idea, and it is very useful when trying to test or view new features. Thank you. - Shelly Fleener

The GP Sandbox has given our company (Connexus Energy) a window into what is to come. We are in the middle of planning an upgrade to Microsoft Dynamics GP 2015 from 2010, and this tool has proved very useful to check out what we can soon be looking forward to in the latest and greatest version of Microsoft Dynamics GP. - Brian Lambertz

The GP Sandbox is a handy way to show Users not only the next version of Microsoft Dynamics GP, but also the other products that are available if they would like them installed. - Merri Gorrell

The GP Sandbox was very informative, and the ability to review the “cloud” was very helpful. - Steve Burney

56 | GPUG Magazine

Table of Contents

Industry...................Page 58

Horizontal................Page 63

Services...................Page 72

Introducing The List MOBILENow you can get The List To Go!

Search for the products and services

you need with the new Mobile version of

The List! Add it to your home screen from:  

www.thelistmobile.com or simply

scan the QR code below:

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and

service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that

work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would

like included on The List, please contact Jane@thepartnerchannel.com.

NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.

*Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale

58 | GPUG Magazine

Construction

IPM Global Pty Ltd

http://www.ipmglobal.net • 503-608-4770

NEW: IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.

Consumer Packaged Goods

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

HighJump Software

http://www.highjump.com/truecommerce 888-430-4489HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network.

RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting.

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

DATABASICS, Inc.

http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution pro-vider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, work-flow, and integration with Microsoft Dynamics ERP.

eRequester by Paperless Business

Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Industry leading web based procure-ment, expense management, inventory & receiving, and business intelligence.

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Greenshades Software

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes.

IndustryIN

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Apparel/Footwear

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Automotive

AIM Computer Solutions, Inc. http://www.aimcom.com/ • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Chemicals

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Vicinity Manufacturing

http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale

Q2/Q3 2015 | 59

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Lexmark Enterprise Software

(fka Perceptive Software)

http://www.readsoft.com/solutions/document-process-automation/invoice-processing-for-microsoft-dynamics • 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process auto-mation to gain even more productivity, efficiency, and control over your financial processes with invoice processing auto-mation…available 100% cloud-based or on-premise.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency.

Nodus Technologies, Inc. http://www.nodus.com/products.html 909-482-4701 Credit Card Advantage and CRM Charge Securely process credit cards and eChecks/ACH in real-time with seamless integration between Dynamics GP and/or CRM. Includes batch processing & reconciliation/reporting tools. Optional AutoPay and customer portal.

Nodus Technologies, Inc.

http://www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage - Online Bill Pay Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Nodus Technologies, Inc. http://www.nodus.com/estore_solution_stack.html • 909-482-4701 eStore Solution Stack Go beyond a shopping cart with a feature-rich, automated and fully inte-grated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with at-tractive responsive web design.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Paymate Software Corporation

http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE)

NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS – advanced & cost-effective.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Solver

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Finance/Banking

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Food and Beverage

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Metafile Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Vicinity Manufacturing

http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Franchises

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GP-Automate all aspects of the franchise accounting cycle including data collec-tion and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

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KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale

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Government Contracting

IPM Global Pty Ltd

http://www.ipmglobal.net • 503-608-4770

NEW: IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Healthcare

Business Computers

Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Computer Information

Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4Health® Financial Management Software pow-ered by Microsoft Dynamics.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Paramount Technologies

http://www.ParamountTechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

High Tech and Electronics

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Industrial Equipment

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

Insurance

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

EthoTech, Inc. http://www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Maintenance Management

eRPortal Software Group LLC

http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.

Manufacturing

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Bond Consulting Services

http://www.BondConsultingServices.com 562-988-3451

NEW: Microsoft Dynamics ERP Solutions for Manufacturing & Distribution We are a Gold ERP/Silver CRM Partner and the go to multilingual consulting team for Process & Discrete Manufacturers and CPG and F&B Distributors from SMB to Enterprise.

Business Computers

Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Computer Information

Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution pro-vider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, work-flow, and integration with Microsoft Dynamics ERP.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

HighJump Software

http://www.highjump.com/truecommerce 888-430-4489HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Lexmark Enterprise Software

(fka Perceptive Software)

http://www.readsoft.com/solutions/document-process-automation/invoice-processing-for-microsoft-dynamics • 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process auto-mation to gain even more productivity, efficiency, and control over your financial processes with invoice processing auto-mation…available 100% cloud-based or on-premise.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale

Q2/Q3 2015 | 61

Metafile Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Vicinity Manufacturing

http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and sub-assemblies below the parent, schedules and re-leases Experlogix MO's, and receives and posts MO Receipts.

Media and Entertainment

Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Non-Profit Organizations

Paramount Technologies

http://www.ParamountTechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Oil and Gas

Computer Information

Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

IPM Global Pty Ltd

http://www.ipmglobal.net • 503-608-4770

NEW: IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.

Pharmaceuticals

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.

Professional Services

JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency.

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Property Management

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GP-Automate all aspects of the franchise accounting cycle including data collec-tion and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

Publishing

Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Restaurant

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GP-Automate all aspects of the franchise accounting cycle including data collec-tion and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Get the deepest reporting of any Affordable Care Act tool for Microsoft Dynamics GP. Sypnio expertly tracks eligibility and affordability, and prints Form 1095-C regardless of measurement method. Support is stellar.

Sypnio Software http://www.sypnio.com • 815-656-4000

NEW: Sypnio ACA Database CombinerAn add-on to Sypnio ACA Reporting that allows commonly controlled or affiliated companies to meet Affordable Care Act filing requirements for consolidated reporting on IRS Form 1094-C.

Retail

Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

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62 | GPUG Magazine

Metafile Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Get the deepest reporting of any Affordable Care Act tool for Microsoft Dynamics GP. Sypnio expertly tracks eligibility and affordability, and prints Form 1095-C regardless of measurement method. Support is stellar.

Sypnio Software http://www.sypnio.com • 815-656-4000

NEW: Sypnio ACA Database CombinerAn add-on to Sypnio ACA Reporting that allows commonly controlled or affiliated companies to meet Affordable Care Act filing requirements for consolidated reporting on IRS Form 1094-C.

Software

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Corporate Services

http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to ac-curately run your business .

Enterprise Ventures Corporation

http://www.bpmtoday.net/ • 404-600-9252

NEW: Intelligent Business Process Management Solutions The #1 Gartner rated Business Process Management suite for Microsoft Dynamics. We provide organizations with a Total Optimization platform to achieve breakthrough results in lean process improvement.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency.

Staffing/Recruiting

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Get the deepest reporting of any Affordable Care Act tool for Microsoft Dynamics GP. Sypnio expertly tracks eligibility and affordability, and prints Form 1095-C regardless of measurement method. Support is stellar.

Sypnio Software http://www.sypnio.com • 815-656-4000

NEW: Sypnio ACA Database CombinerAn add-on to Sypnio ACA Reporting that allows commonly controlled or affiliated companies to meet Affordable Care Act filing requirements for consolidated reporting on IRS Form 1094-C.

Transportation

Selective Software Inc http://www.selectivesoftware.com 421-369-0480 In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.

Utilities

Lexmark Enterprise Software

(fka Perceptive Software)

http://www.readsoft.com/solutions/document-process-automation/invoice-processing-for-microsoft-dynamics • 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process auto-mation to gain even more productivity, efficiency, and control over your financial processes with invoice processing auto-mation…available 100% cloud-based or on-premise.

Warehouse Management

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot se-rial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags and Excel. Print tags, ensure accuracy, minimize downtime.

Wholesale Trade: Durable Goods

HighJump Software

http://www.highjump.com/truecommerce 888-430-4489HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

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Accounting

Encore Business Solutions http://www.encorebusiness.com • 888-898-4330 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seam-less extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GP-Automate all aspects of the franchise accounting cycle including data collec-tion and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties .

Affordable Care Act Reporting

AIM Technologies http://www.aim-technologies.com/acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive man-agement and reporting for compliance with the Affordable Care Act.

Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system works exactly the way you want and need it to!

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Get the deepest reporting of any Affordable Care Act tool for Microsoft Dynamics GP. Sypnio expertly tracks eligibility and affordability, and prints Form 1095-C regardless of measurement method. Support is stellar.

Sypnio Software http://www.sypnio.com • 815-656-4000

NEW: Sypnio ACA Database CombinerAn add-on to Sypnio ACA Reporting that allows commonly controlled or affiliated companies to meet Affordable Care Act filing requirements for consolidated reporting on IRS Form 1094-C.

Analytics

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alter-nate to GP Proj. Acctg.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Asset Maintenance/MRO/EAM

eRPortal Software Group LLC

http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.

Automation

Lexmark Enterprise Software

(fka Perceptive Software)

http://www.readsoft.com/solutions/document-process-automation/invoice-processing-for-microsoft-dynamics • 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process auto-mation to gain even more productivity, efficiency, and control over your financial processes with invoice processing auto-mation…available 100% cloud-based or on-premise.

mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Barcode Data Collection

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.

Budgeting

deFacto Global, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intui-tive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down report-ing on GP transactions and eliminate Excel-based budgeting chaos.

Solver

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Business Intelligence

deFacto Global, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.

Halo Business Intelligence

http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

Solver

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Business Process Management

ACOM Solutions, Inc. http://www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution pro-vider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, work-flow, and integration with Microsoft Dynamics ERP.

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Enterprise Ventures Corporation

http://www.bpmtoday.net/ • 404-600-9252

NEW: Intelligent Business Process Management Solutions The #1 Gartner rated Business Process Management suite for Microsoft Dynamics. We provide organizations with a Total Optimization platform to achieve breakthrough results in lean process improvement.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Lexmark Enterprise Software

(fka Perceptive Software)

http://www.readsoft.com/solutions/document-process-automation/invoice-processing-for-microsoft-dynamics • 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process auto-mation to gain even more productivity, efficiency, and control over your financial processes with invoice processing auto-mation…available 100% cloud-based or on-premise.

Metafile Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Check Printing

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

MHC Software, Inc.

http://www.mhcsoftwareinc.com • 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Collaboration Platform

Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Commissions

EthoTech, Inc. http://www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impos-sible" commission plans.

Compliance

ACOM Solutions, Inc. http://www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the in-formation within them & keeping you within compliance mandates.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Greenshades Software

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Get the deepest reporting of any Affordable Care Act tool for Microsoft Dynamics GP. Sypnio expertly tracks eligibility and affordability, and prints Form 1095-C regardless of measurement method. Support is stellar.

Sypnio Software http://www.sypnio.com • 815-656-4000

NEW: Sypnio ACA Database CombinerAn add-on to Sypnio ACA Reporting that allows commonly controlled or affiliated companies to meet Affordable Care Act filing requirements for consolidated reporting on IRS Form 1094-C.

Cost Accounting

Corporate Renaissance Group

http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Credit Card/Check Processing

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce KloudPay Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

Nodus Technologies, Inc. http://www.nodus.com/products.html 909-482-4701 Credit Card Advantage and CRM Charge Securely process credit cards and eChecks/ACH in real-time with seamless integration between Dynamics GP and/or CRM. Includes batch processing & reconciliation/reporting tools. Optional AutoPay and customer portal.

Customer Relationship Management

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

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Data Integration

Admiral Consulting Group http://www.admiral-west.com/solutions_activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GP-Automate all aspects of the franchise accounting cycle including data collec-tion and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties .

Distribution

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Document Management

ACOM Solutions, Inc. http://www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Computer Information

Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution pro-vider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, work-flow, and integration with Microsoft Dynamics ERP.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Lexmark Enterprise Software

(fka Perceptive Software)

http://www.readsoft.com/solutions/document-process-automation/invoice-processing-for-microsoft-dynamics • 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process auto-mation to gain even more productivity, efficiency, and control over your financial processes with invoice processing au-tomation…available 100% cloud-based or on-premise.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Metafile Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices, HRdocs, POs & more. Automated docu-ment entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

E-commerce

Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

Clarity Ventures

http://www.partnerchannelclarity.com 800-928-8160

NEW: Clarity eCommerce Fully custom, scalable enterprise eCom-merce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, busi-ness intelligence and comprehensive administration features.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

Nodus Technologies, Inc. http://www.nodus.com/estore_solution_stack.html • 909-482-4701 eStore Solution Stack Go beyond a shopping cart with a feature-rich, automated and fully inte-grated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with at-tractive responsive web design.

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Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.

EDI

AIM Computer Solutions, Inc.

http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

HighJump Software

http://www.highjump.com/truecommerce 888-430-4489HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Electronic Document Delivery (Email)/Faxing

ACOM Solutions, Inc. http://www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Integrated Document Management and Process Automation Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive

w/doc-link, Doc. Mgmt. for Dynamics.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, you’ll want to send us flowers.

Electronic Signatures

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Expense Solutions

Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Expense Reports, Travel, Receipts, Credit Cards, Currency, Any Device.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

DATABASICS, Inc.

http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline employee expense reimbursement with Dynamics.

eRequester by Paperless Business

Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester | EM Use eRequester Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending.

Gorilla Expense

http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based ex-pense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency.

Paramount Technologies

http://www.ParamountTechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

Field Service Management

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect .

FieldConnect, Inc.

http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect produces web-enabled tools for mobile field service automa-tion. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.

Financial Services

ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

Fixed Assets

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

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General Ledger

Admiral Consulting Group http://www.admiral-west.com/advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicur-rency transactions to be included in GL Quick Journals.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP™ GP after the initial installation.

Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics.

HR Management

Corporate Renaissance

Group http://www.employee-performance.com 877-711-0367 emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX HR. Online performance reviews, 360° assessments, goal management, suc-cession planning, pay-for-performance, reporting & social feedback.

Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system works exactly the way you want and need it to!

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

myStaffingPro http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Paymate Software Corporation

http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE)

NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS – advanced & cost-effective.

Inter-company Processing

Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail.

mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.

Inventory Enhancement

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags and Excel. Print tags, ensure accuracy, minimize downtime.

Inventory Management

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Invoicing Enhancement

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.

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Nodus Technologies, Inc.

http://www.nodus.com/epay_advantage.html • 909-482-4701 ePay Advantage - Online Bill Pay Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Job Costing

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Manufacturing Enhancement

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and sub-assemblies below the parent, schedules and re-leases Experlogix MO's, and receives and posts MO Receipts.

Mobility

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Payables Enhancement

ACOM Solutions, Inc. http://www.acom.com/solutions/ms-dynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Invoice Automation/Azure Cloud/On Premise Invoice Capture & Approval, Intercompany, Currency, New Vendor Mgmt.

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for import-ing vendors, vouchers/credit memos, manual payments, and the apply info.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

Paramount Technologies

http://www.ParamountTechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Payroll Enhancement

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

Greenshades Software

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.

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Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system works exactly the way you want and need it to!

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 PayStub Viewer A web-based app that provides em-ployees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Paymate Software Corporation

http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE)

NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS – advanced & cost-effective.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Get the deepest reporting of any Affordable Care Act tool for Microsoft Dynamics GP. Sypnio expertly tracks eligibility and affordability, and prints Form 1095-C regardless of measurement method. Support is stellar.

Sypnio Software http://www.sypnio.com • 815-656-4000

NEW: Sypnio ACA Database CombinerAn add-on to Sypnio ACA Reporting that allows commonly controlled or affiliated companies to meet Affordable Care Act filing requirements for consolidated reporting on IRS Form 1094-C.

Portals

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Procurement Management

Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.

eRequester by Paperless Business

Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based purchasing and expense management system. Enhances pro-ductivity for core procurement and payment processes. Streamlines requisi-tion & authorization routing processes.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Paramount Technologies

http://www.ParamountTechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Product Lifecycle Management

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Productivity

Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rockton’s quick and easy google-style data search tool.

Project Accounting

Business Computers

Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

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Purchase Order Processing Enhancement

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.

eRequester by Paperless Business

Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals and POs by allowing for pre-approval of purchases by using our flexible approval system.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Paramount Technologies

http://www.ParamountTechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Quality Control

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Receivables Enhancement

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.

ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply.

Nodus Technologies, Inc.

http://www.nodus.com/epay_advantage.html • 909-482-4701 ePay Advantage - Online Bill Pay Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Reconciliation

Adra http://www.adra.com • +44 207 868 5171 ACCOUNTS – Transaction Matching SoftwareACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

Adra http://www.adra.com • +44 207 868 5171RECEIVABLES - Payment Matching Software RECEIVABLES handles complex incoming payments your ERP system can’t match. By using three information sources - the payment file, open invoices and the customer register - the system matches all incoming payments.

Adra http://www.adra.com • +44 207 868 5171BALANCER - Balance Sheet Reconciliation SoftwareBALANCER allows you to replace cum-bersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.

matches all incoming payments.

Gorilla Expense

http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Reporting

AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

deFacto Global, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, you’ll want to send us flowers.

Solver

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Royalty

Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GP-Automate all aspects of the franchise accounting cycle including data collec-tion and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

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Sales Order Processing Enhancement

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Manage nearly every pricing situation you can think of, and a bunch you haven’t.

Security

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Supply Chain Management

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

HighJump Software

http://www.highjump.com/truecommerce 888-430-4489HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

System Enhancement

DynamicsDownloads

http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Tax

Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

Greenshades Software

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.

Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.

Time and Attendance

Business Computers

Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

DATABASICS, Inc.

http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/manager self-service for CAD payroll.

JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

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Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Paymate Software Corporation

http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE)

NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS – advanced & cost-effective.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Travel Expense Management

Gorilla Expense

http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable web and mobile expense reports seamlessly integrated with MS Dynamics GP including credit cards & multi-currency.

Workflow / Notifications

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workflow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workflow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept offer

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution pro-vider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, work-flow, and integration with Microsoft Dynamics ERP.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Integrity Data http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workflow and alerts anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.

Metafile Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

.NET Development

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Application Service Provider/Hosting

Myappsanywhere

http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GP-Automate all aspects of the franchise accounting cycle including data collec-tion and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

Services

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WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Best Practices

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GP-Automate all aspects of the franchise accounting cycle including data collec-tion and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

Business Portal Development

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Business Process Outsourcing

Enterprise Ventures Corporation

http://www.bpmtoday.net/ • 404-600-9252

NEW: Intelligent Business Process Management Solutions The #1 Gartner rated Business Process Management suite for Microsoft Dynamics. We provide organizations with a Total Optimization platform to achieve breakthrough results in lean process improvement.

Cloud Computing

Data Resolution, LLC

http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 12 years.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

pasUNITY http://pasunity.com/Main/integration.aspx 301-762-8208 ext. 282 pasUNITY Integration Hub Franchise Accounting for Dynamics GP-Automate all aspects of the franchise accounting cycle including data collec-tion and integration from multi-sites, franchise add fees, royalty calculations, and deferred royalties

RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the first on demand web-based Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Custom Development

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Dexterity Development

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.

DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/SQL/.NET/VB developers.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

HR & Payroll Implementation & Consulting

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great Dynamics® GP HR & Payroll experiences by offering expert consulting, customizations, implementa-tions and training - making your payroll system work exactly the way you want and need it to.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Implementation Services

Bond Consulting Services

http://www.BondConsultingServices.com 562-988-3451

NEW: Custom ERP & CRM Solutions That Streamline Your Business Processes We provide end to end ERP/CRM solu-tions which includes implementation, customization, integration, training and ongoing support. We work closely with ISVs to focus on multiple industries in SMB and Enterprise.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Managed Services

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Manufacturing Implementation & Consulting

Accounting Software, Inc.

http://www.accountingsoftware.com 916-476-5462 Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.

Marketing Planning & Services

Looking Glass Marketing

http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

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The Partner Marketing Group

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

Tornado Marketing, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations

ERP Software Blog

http://www.groupbloggers.com • 888-800-0999 ERP Software Blog/CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

InDemand Trials

RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

Plumbline Consulting, LLC.

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

Project Management

Accounting Software, Inc.

http://www.accountingsoftware.com 916-476-5462 Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.

Sales Tax Management Service

Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.

SharePoint Development

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Social Media

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 732-237-8795 Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!

Software Development Consulting

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Upgrades

InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.

Writing/Documentation Services

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

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