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WITHIN REACHMICROSOFT DYNAMICS GP 2016
Professional DevelopmentTHE KEY TO YOUR SUCCESS
WWW.GPUG.COMQ2 2016
ADVICE FROM YOUR
PEERS
Visit us at theExpo Hall
A 90% Increase in Productivity – Accessed Right from GP ScreensJoin the Move to Paperless Automation.
ACOM for Microsoft Dynamics GP. One fully integrated paperless solution for Payables and the entire enterprise.
Eliminate paper and manual processing
Automated 3-Way Matching
Complete transactions in Dynamics GP automatically, without data entry or errors
Paperless Payment Processing
Eliminate paper and manual processing
Real-time Integration Designed for Microsoft Dynamics GP
Be Part of the Paperless Movement!CAPTURE | PROCESS | PAY
acomEnd-to-End AP and Document Automation
Microsoft Dynamics GP
In Every Issue
5 From the GPUG Chairman
7 Events
8 Meet Your Peers
10 Chapter News
12 Welcome to Our New Members
20 Academy Corner
21 GPUG Bingo
30 What’s New on the GPUG Website
31 Name That Photo Contest
35 Volunteer of the Quarter: Jim Noblitt
42 Trending Topics
43 Word Find
50 On Topic
59 The GP List, from The Partner Channel Features
14 Humans of GPUG Michelle McDonald
16 Becoming the Professional You Were Meant to Be
18 Tips & Tricks How to Bring in Open AP/AR/Inventory
22 Academy Instructor Spotlight
24 It’s Almost Here: Microsoft Dynamics GP 2016
27 GPUG Community Shares Best Professional Advice
28 Tips & Tricks Favorite Microsoft Excel Formulas – Part 1
32 Microsoft Member Showcase Chad Sogge
36 Expanded Volunteer Program
40 Tips & Tricks Microsoft Dynamics GP 2013 R2 – Document Attachment
44 VAR Partner Solution Showcase Saratoga Technologies
46 Change: What Does it Mean to You
48 Special Interest Groups Common Interests and Common Goals
51 Tips & Tricks Clean Up Your Inbox Act!
52 Industry Showcase Telecommunications
54 ISV Partner Solution Showcase Sierra Workforce Solutions
56 Chapter Sponsor Showcase
WITHIN REACHMICROSOFT DYNAMICS GP 2016
Professional DevelopmentTHE KEY TO YOUR SUCCESS
WWW.GPUG.COMQ2 2016
ADVICE FROM YOUR
PEERS
Advertiser Index
ACOM Solutions, Inc. . . . . . . . . . . . . . . 2
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 17
BatchMaster Software, Inc. . . . . . . . . 41
Business Computers (Time Matrix) . . . 19
Corporate Renaissance Group . . . . . . 6
GPUG Amplify . . . . . . . . . . . . . . . . . . . . 9
GPUG Chapter Sponsors. . . . . . . . . . 57
GPUG reIMAGINE. . . . . . . . . . . . . . . . 55
GPUG Summit . . . . . . . . . . . . . . . .13,53
Greenshades . . . . . . . . . . . . . . . . . . . . 4
ImageTag . . . . . . . . . . . . . . . . . . . . . . . 45
Integrity Data . . . . . . . . . . . . . . . . . . . 23
k-eCommerce . . . . . . . . . . . . . . . . . . . 15
KTL Solutions, Inc. . . . . . . . . . . . . . . . 26
Mekorma . . . . . . . . . . . . . . . . . . . . 38-39
MetaViewer from Metafile . . . . . . . . . 76
Nodus Technologies, Inc . . . . . . . . . . 34
Thomson Reuters . . . . . . . . . . . . . . . . 58
contents
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#GPUG.
Q2 2016 www.gpug.com
Q2 2016 | 3
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GREENSHADESLET US HANDLE THAT
Welcome to the Q2 issue of GPUG® Magazine! The theme for this issue is
professional development. BusinessDictionary.com defines professional
development as the:
“Process of improving and increasing capabilities of staff through
access to education and training opportunities in the workplace, through outside
organization, or through watching others perform the job. Professional development
helps build and maintain morale of staff members, and is thought to attract higher
quality staff to an organization.”
In a nutshell, professional development is about getting better at what we do as well as
increasing what we know. This makes us better employees, leaders, and co-workers. Many
of the skills that we hone and develop carry into our personal lives and make us better
communicators and listeners. It’s a win-win.
And yet, there are only so many hours in a day. How do you balance work goals with time
needed for professional development? Does your employer value professional development
and encourage you to pursue certification? How do you find out what’s available? How does
volunteering fit into professional development?
This issue of GPUG shares how some organizations approach professional development.
Perhaps your organization has an internal system for you to take courses at your own pace. Or
perhaps there’s a very clear career path, and you know the additional certification or skills you
need to be considered for the next step up. Every organization has its own culture to support
the needs of its team.
Another way to grow professionally is by volunteering. GPUG is a great example of
volunteerism at its best. Serving as chapter volunteers, GPUG Summit presenters, magazine
contributors, and webinar presenters are all opportunities to hone organizational, leadership,
writing, and speaking skills.
The following pages are filled with insightful feature articles that focus on Members just
like you. Read on and learn more about effectively managing your day (especially your inbox),
Solution Showcases, chapter happenings, and some of the exciting features of Microsoft
Dynamics GP 2016.
All these areas support professional development and will help you learn new things,
connect with others, and fuel the passion that comes with being part of a great, energized
community like GPUG.
Best regards,
Aaron Back
Chairman, GPUG Advisory Committee
Going to the Next Level...
Sherry Linares
letterfrom the gpug chairman
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Taking It
to the
Next Level
Aaron Back
Q2 2016 | 5
™
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The Learn & Engage section on www.gpug.com and the weekly GPUG® Event Guide
are your best sources for the latest GPUG event information as this list is subject
to change. Events are added weekly, so check back often and get registered
for the next exciting GPUG event.
GPUG Amplify hosted by GPUG
May 23-25 | Anaheim, CAwww.gpugamplify.com
GPUG Academy Pre-Conference
Training
October 10-11 | Tampa, Floridawww.gpugsummit.com/event/academy-training
GPUG Summit 2016
October 11-14 | Tampa, Floridawww.gpugsummit.com
Academy Courses
April 14 Human Resources: Let’s Learn It Together!
April 21 HR Reporting with SmartLists & Microsoft Dynamics
GP HR Reports
April 21 Reporting 101 in Microsoft Dynamics GP – Report
Options, SmartLists, and More!
April 28 Intro to SQL for Accountants & Non-DBAs
May 5 Reporting 201 in Microsoft Dynamics GP – SmartList
Builder and Microsoft Excel Report Builder
June 9 Microsoft Dynamics GP Administration Made Easy: Life
Support for the Microsoft Dynamics GP Admin
June 16 Get Benefits Rolling in HR for the ACA and More!
June 16 Reporting 201 in Microsoft Dynamics GP – SmartList
Builder and Microsoft Excel Report Builder
June 30 Intro to SQL for Accountants & Non-DBAs
Chapter Meetings
April 27 New York | Rochester
May 12 Tennessee | Nashville
May 16 Indiana | Indianapolis
May 17 Missouri | St. Louis
May 17 Alabama
May 17 Minnesota | Minneapolis/St Paul
May 17 Colorado | Denver
May 18 Wisconsin
May 18 Iowa | Des Moines
May 18 Oregon | Portland
May 19 Canada | Toronto, ON
May 19 California | Irvine/Orange County
May 19 Arizona | Phoenix
May 19 Arizona |Tucson
May 25 New York | New York City
June 8 Florida | Fort Lauderdale/Miami
June 9 New York | Albany
June 15 North Carolina | Charlotte
June 15 Massachusetts | Boston
June 24 Michigan | Detroit
Webinars
April 12 GPUG Summit Top 10: Making the Most of Your System
and Your Team
April 12 Ask the All Stars, hosted by Mark Polino
April 14 GPUG Summit Top 10: A High-Level Overview of
Financial Reporting with Management Reporter
April 19 GPUG Partner Membership Benefits
April 20 HR/PR SIG: Top 15 Features I Love in HR
April 26 Upgrade SIG: How to Prepare for an Upgrade
May 18 HR/PR SIG: Not Running Payroll in Microsoft Dynamics GP?
May 19 GPUG Membership Benefits Overview and Orientation
June 13 Certifications from the Association of Microsoft
Dynamics Professionals
June 15 HR/PR SIG: What’s New in Microsoft Dynamics GP
2016 HRP?
June 21 GPUG Partner Membership Benefits
Check out the event calendar on www.gpug.com and click on “Learn & Engage.”
Q2 2016 | 7
peersmeet your gpug peers
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Meeting other Users and learning how they use Microsoft Dynamics GP. I have
found that being able to network and build relationships within the Microsoft
Dynamics GP community has enabled me to get a better understanding of how
I can better use the software. It also allows me to ask “what do other people
do…” when I am experiencing an issue.
COMPANY
Fitness EM LLC
TITLE
Senior Finance
Manager
Andrew Ells
We reached out to a few User Members to find out what they enjoy most about
volunteering for GPUG® activities. Here’s what they had to say.
I love being able to help people and fellow peers! I also enjoy the camaraderie,
collaboration, and learning from each other. I learn so much from the GPUG and
Microsoft conferences; I like the opportunities to share with others. Not everyone
is fortunate to be able to attend conferences. I can bring to my organization, as
well as the local chapter, knowledge, networking opportunities, top webinars, top
tricks, and issue resolutions. It has been a growing and enriching experience!
COMPANY
Kent Regional Fire
Authority
TITLE
Senior Systems
Analyst / Microsoft
Dynamics GP
Administrator
Jackie C. Yip
I enjoy the networking and learning from my fellow Microsoft Dynamics GP
Users. I have learned so much since joining GPUG that has helped myself and my
company improve processing.
COMPANY
NueHealth, LLC
TITLE
Great Plains
Administrator
Margo Call
8 | GPUG Magazine
roadmap to innovation
May 23–25, 2016 | Anaheim, CA | www.gpugamplify.com
One event dedicated to the thriving Microsoft
Dynamics® GP End-User Community
to include:
Register Today! gpugamplify.com
area, and we have some Members interested in volunteering as well
as hosting future events.”
One of those volunteers, Raising Cane’s®, a popular quick-
serve fried chicken restaurant, will host the next meeting,
including a facility tour and maybe a sampling from their
menu.
Up-and-Coming Chapter
DALLAS/ FORT WORTH Chapter Leader Seth GrossmanVice President of FinanceNation’s Best Sports
newsc h a p t e r n e w s
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GPUG® community, we have a relaunched chapter!
The Dallas/Fort Worth chapter, under the leadership of Seth
Grossman, kicked off 2016 with 31 attendees at their official relaunch
meeting in January.
“There was such great energy and excitement about our chapter’s
reinvigoration,” says Seth. “We have about 45 GPUG Members in this
Chapter » One of our four relaunched chapters this year!
(And on that vein…the other relaunchees are: Colorado (Denver), Oregon
(Portland), and California (San Francisco). Welcome back, chapters!)HIGHLIGHTS10 | GPUG Magazine
newsc h a p t e r n e w s
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Chapter Leader of the Quarter
SAMANTHA MEIER Iowa – Des Moines
Accounts Payable Manager
Affiliates Management Company
» That first meeting netted two more people for the chapter’s leadership
team – thanks in advance for your service!
» Two Partner organizations really stepped up for that first meeting
to provide content and rally attendees – thank you to them for their
commitment!
ChapterHIGHLIGHTS
The Iowa – Des Moines chapter is off to a great start, celebrating
with 22 GPUG Members present at their January meeting.
“I really enjoy working and networking with people who I would
normally not get the opportunity to interact with in my day-to-day
business life,” says Samantha Meier, chapter leader. “It’s always fun
to meet new people and see how they handle different situations,
including what tips and tricks they have learned about Microsoft
Dynamics GP that I haven’t yet learned.”
Samantha has the rest of 2016 on the calendar for her chapter: May
18, September 21, and December 15, and the group will alternate
between locations of the Des Moines Microsoft building and
Samantha’s worksite. The topics are still getting nailed down, so be
sure to reach out to Samantha if Iowa – Des Moines is your home
chapter.
Q2 2016 | 11
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A.P. Deauville LLC
Advanced Turf Solutions
Alamon Telco
Alarm.com
Alaska Restaurant Supply, Inc.
ALLIED SOLUTIONS LLC
Alta Resources
American Association of Nurse
Anesthetists
Associated Grocers of Florida
Barbershop Harmony Society
Blackhawk Mining LLC
Brightstar
Bristol Global Mobility
Carter, Milchman and Frank, Inc.
Circadence
City of Port Alberni
Composite Cooling Solutions
Concrete Materials
Connections Education LLC
Controlemp
Correct Care Solutions, LLC
County of Albemarle
CTM, LLC
Easter Seals Southeast Wisconsin
FASWD LLC
Flat Rock Bagging
Ford Direct, LLC
FORMA Therapeutics
G. DeVincentis & Son Construction
Co. Inc.
Gamestop, Inc.
GDH Consulting, Inc.
Gulick Trucking
HireRight, LLC
Integra Realty Resources, Inc
Manning Building Supplies, Inc.
Marymount California University
Meiko USA
NASCAR
NeighborWorks Green Bay
Omni Air International
Oscar W. Larson Company
Ovagen Fertility
Parata Systems
Peczuh Printing Company Inc
Persolvent
Public Welfare Foundation
R2Logistics
Reliant Holdings, Ltd.
Sego Industries Inc.
SET SEG
Southern Ionics Minerals, LLC
Southern Poverty Law Center
Standard Process Inc.
Tampa Hillsborough Expressway
Authority
Taylor Shellfish.com
The World Company
US Risk Insurance Group
Velcor Leasing Corporation
VideoLink LLC
Walnut Valley Water District
Wesley Health Care Center, Inc.
William B. Meyer, Inc.
Winterthur Museum, Inc.
Yurok Economic Development
New GPUG User Members
Avalara
Avastone Technologies LLC
Crestwood Associates L.L.C.
Integrated Business Group, Inc.
Joyce Dale Consulting, Inc.
mbsPartners
MSPC Certified Public Accountants
and Advisors
Summit Group Software
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.
12 | GPUG Magazine
COUNT IN. COUNT ON.
Attend the premier live event featuring user-led education on how to maximize the performance of Microsoft Dynamics GP. Knowledge gained has real-life application and the potential for remarkable results.
Be empowered as a better user.
REGISTER TODAY
WWW.GPUGSUMMIT.COM
count me in.
Count On the Early Bird Discount to Save Up to $700!
REGISTER BY APRIL 28
OCTOBER 11-14, 2016 | TAMPA, FL
#CountOnSummit
®
What is the number one reason other Microsoft Dynamics GP Users should join GPUG?Access to the amazing resources on the GPUG website, specifically GPUG Collaborate,
where other Users share suggestions and fixes for specific issues.
Describe a tip you received from another GPUG Member that has made your life easier:We’re looking at the revenue/expense deferral setup to handle our prepaid expenses,
and we’ve reached out to others who are farther along in the A/P automation process
to get their thoughts on specific vendors.
What will others in your job role gain from being a Member of GPUG?Access to the freely, openly shared experience of dozens of others in your role, some
of whom have probably already encountered, addressed, and resolved a problem that
you’re struggling with.
If you could have any superpower which would it be?Read people’s thoughts (to help me be a better manager; sometimes I wonder what my
team is REALLY thinking!).
If you could only eat one food for the rest of your life, which would it be?Dark chocolate-covered nuts and red wine
MEMBER
Michelle McDonald
COMPANY
The Annenberg
Foundation
JOB ROLE
Director of Finance and
Accounting
MEMBER SINCE
2010
VOLUNTEER PROFILE
Membership Committee
GPUG Summit Speaker
Receivable
For more information regarding membership, please visit gpug.com/join.
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Humans of
14 | GPUG Magazine
MAKE DYNAMICS SELL FOR YOU
[email protected] | 1-855-k-eCommerce (532-6663) www.k-eCommerce.com/dynamics-eCommerce
for Microsoft Dynamics™
B2C & B2B eCommerceCustomer Service and Sales Rep PortalMobile Commerce OptimizedExtend Your Reach with Facebook Store, eBay and AmazonBuilt-in CMS and Rich Product Catalog
Powered by Microsoft .NET Technology
feature
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GP
Do you ever look at presenters at an event and think, “There is no way I could ever do that.”?
Chances are, the person at the front of the room had the same thought at some point
in his/her career.
While the ultimate goal of GPUG® is to engage individuals in value-added networking and
knowledge sharing, professional development along the way is a helpful, life-long benefit.
Wondering how you can start on that path? GPUG reached out to two of our active leaders, Michelle
Kocher, director of operations for Delta Medical Systems, and Viola Shoell, business systems analyst
at Franklin PUD, to find out how they began their journeys in personal and professional development
through GPUG involvement.
“There’s a group for that?”
Neither Michelle nor Viola had any clue that a User group for Microsoft Dynamics GP existed before
they stumbled on GPUG.
“I learned about GPUG while I was at Convergence in 2009 and immediately saw the benefit in meeting
people and figuring out all I could do on my own,” says Michelle. “My eyes were opened to other Microsoft
Dynamics GP Users, and I really wanted to help out and get involved.”
Viola found out about GPUG from her organization’s Partner, who had suggested that she attend a
webinar for more in-depth information on a couple of topics.
“During a payroll webinar with Terry Heley, somebody asked if there was anything we were doing that
we might like to share with the rest of the group,” remarks Viola. “My answer was the use of customizing
checklists for payroll and having your entire process documented in a checklist.”
It was all down – er, up – hill from there for both.
“It pays off to volunteer.”
From those slightly propped doors came a little bit of service.
For Michelle, seeking out information about field service resulted in becoming the field service expert.
“There wasn’t a lot of conversation about it, and because there wasn’t anybody, I became the resident
expert…and still am,” says Michelle. “I was also involved in getting our chapter going so we could build our
local network.” BECOMING THE
PROFESSIONAL YOU WERE MEANT TO BE
“Beyond that,” Michelle continues, “I continued to dedicate time because I was getting value from the
group. I was able to meet so many people, have conversations, and be invited to special sit-downs – all
things that I didn’t have before GPUG. I really felt like it paid off to volunteer.”
For Viola, the networking was the hook that brought her closer to volunteering.
“There is such an incredible level of experience in this community,” Viola shares. “From beginners
with wonderful unhibited ideas to old-timers who are looking for new ideas because they feel there has
to be a better way. It is wonderful to be with all of those different people who want to share and have a
story.”
The sharing of stories and ideas became a catalyst for Viola to want to make sure the information she was
consuming and sharing was the most current.
“Knowing that I was going to be asked questions by fellow Users made me want to research and find out
if I was doing things in the most efficient manner,” says Viola. “Broadening my knowledge base – as well as
revisiting the things that I feel I have nailed – helps to engrain those concepts in my mind and enables me
to produce a quicker answer when asked.”
16 | GPUG Magazine
“Hey, look what I did!”
In addition to having answers for fellow
Users, Viola found that she was able to
react more quickly in her own career.
“There are always circumstances that
come about, and quite often I’m able to use
what I learn in my own life,” Viola says.
Michelle experienced a similar amount of
growth as she built her finance knowledge
through conversations with accountants
and controllers instead of a traditional
accounting curriculum.
“I could have continued doing my job the
way I did, but with these new experiences
and conversations, I was able to come
back to my boss and show him cooler, new
reports and dashboards,” says Michelle.
“That showed that I could now understand
our operations and data better than anyone
else, enabling me to grow into the position
I’m now in.”
“I also didn’t have a fear of challenging
things we were doing – or not doing,” says
Michelle. “Being able to create something
new and say, ‘Hey, look what I did!’ has
been such a positive experience.”
“It’s made me more
confident.”
That professional development naturally
spilled over into both women’s personal lives.
“I went from being very nervous and
uncomfortable (at the thought of presenting),
and I just don’t feel that now,” says Michelle.
“If you can’t communicate, you can’t grow.
Before I started my GPUG engagement, I
was a customer service rep who managed
Microsoft Dynamics GP. Now I’m the
director of operations. Everybody is an expert
in something, and you’re very likely better at
something than somebody else in the room.
If you are willing to listen to others but also
talk to others, you can gain so much.”
Viola noticed that her organizational
skills improved when she became more
engaged in the community.
“You can’t share on a regular basis as a
presenter without being organized,” Viola
shares. “All of our plates are full, but if
you want to get engaged without the plate
overflowing, you need to become more
organized with your time. In addition to
honing that skill, I’ve realized that I’m more
confident the more I learn.”
“Just jump in.”
Again, you might be thinking, “There is
no way I could ever do that.” Let’s get rid of
that and start small.
“Sign up for a chapter meeting, come
with a list of questions, and bring a co-worker if you’re uncomfortable in a new setting,” says
Michelle. “You’ll know what the agenda is ahead of time, so write down what you want to address
or takeaway. If you put in the effort, you’re going to get something out of it.”
“Fear is a really big thing and is a limiting factor for many people,” continues Michelle. “You
can show up and listen, but if you don’t actually communicate with anyone or challenge yourself,
you’re limiting yourself. Learn how to do the cool things and make things better for yourself and
your organization.”
Viola agrees. “Just jump in. Microsoft Dynamics GP is ever-evolving, and if we can learn to
embrace change rather than fight it, it will be that much more fun and exciting,” she shares.
“Just call into a webinar and listen. Nobody says that you have to talk or ask a question. You’ll be
amazed at how addictive it is. There will be questions answered that you didn’t even know you had,
or were too shy or self-conscious to ask,” Viola says. “Take the time to do it. I promise your time
will be very well-spent.” GPUG
Q2 2016 | 17
by Amber Bell, Training Dynamo LLC, GPUG® Partner Member
t t&TIPS & TRICKS
How to Bring In Open AP/AR/Inventory in Microsoft Dynamics GP
» Import or manually enter Open Transactions: If the client
doesn’t want to figure out the Sales or Expense account, use a
Suspense or “9999” type account to offset the control account.
» Post in Subledger.
» Post GL batch with GL posting date last date of old system.
» Enter 1 journal entry to backout the balance in the control
account and the offset account(s) used.
I feel this process is better because:
» This will make the Reconcile Tools work better.
» The SmartLists for activity for the control accounts will have
ALL activity versus missing open balance transactions.
» Helps with future reconciling research projects.
In addition: I have been recommending that my Microsoft
Dynamics GP clients enable a setting under: Administration > Setup
> Company > Company > Options to check the box called “Separate
Payment Distributions”.
» This setting only kicks in if AP or AR transactions are paid at the
same time they are entered.
» If transactions are entered and paid without this box checked,
the transaction bypasses the control account (example: for
AP Transactions, the Expense account is Debited and Cash is
Credited).
» This also helps with the reconcile issues. Along with changing
to posting Open Transactions to the GL, this helps ensure that
penny for penny, you can balance by Vendor or Customer ID to
the Master ID in the GL Transactions.
» If you check this box, the distribution will look like what’s below:
It is always good to learn new ways to do simple tasks! GPUG
Amber Bell is a Microsoft Dynamics GP implementation and training
specialist with Training Dynamo LLC. You can reach out to her at
Options Dropdown
Sometimes we get stuck in our ways. Over the last 15 years I had one
process to bring in open AP/AR/Inventory in Microsoft Dynamics
GP, but I have found a better way. In the past I would either delete the
journal entries created by the open AP/AR/Inventory transactions
or (rarely) the “Post To GL” Checkbox is unchecked. Then the GL
balances are typically brought in separately. However, this is my new
and improved process to bring in open AP/AR/Inventory:
18 | GPUG Magazine
learna c adem y cor ner
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Professional
Certificate for
Administrators
In today’s work environments, it is often difficult to keep abreast of
the latest administrative releases and requirements for Microsoft
Dynamics GP. The advent of the Microsoft Dynamics GP web
client, the advancement of workflows, the use of Power BI, and
keeping up with User security and year-end procedures can
make a Microsoft Dynamics GP administrator’s head spin. It can also
be very difficult for new administrators to get up to speed quickly so
they can manage a safe and reliable environment. GPUG® Academy’s
Professional Certificate for Administrators can provide both newer
and more experienced administrators an avenue for better realizing
the ins and outs of managing Microsoft Dynamics GP.
According to a recent ASAE study, certificate earners or
credentialed members tend to be much more active in User groups.
Additionally, they are more likely to hold leadership positions, be
leaders in their profession or industry, and participate in User group
activities. That is why GPUG views this program as a certificate of
completion AND contribution.
The Professional Certificate for Administrators (PCAD) enables
Microsoft Dynamics GP professionals to expand their skills, learn
industry best practices, and manage their Microsoft Dynamics GP
deployments in a professional, secure, and optimized way.
The PCAD is a program that provides:
» Ongoing professional and personal development for Microsoft
Dynamics GP professionals looking to better manage Microsoft
Dynamics GP.
» A holistic approach that encompasses not only competence
with the software, but also expertise with supporting business
processes and tools.
» A balanced set of classes around process and technology training.
» A mixture of instructional formats to fit each professional’s
situation.
» A structured approach and opportunity to advance one’s
capabilities.
With the PCAD, you have the opportunity to expand not only
your Microsoft Dynamics GP knowledge, but also your knowledge
of supporting tools, technologies, and processes. You’ll take two core
classes, then choose two more classes from a wide variety of electives,
with training formats to match your schedule – online, in-person,
and/or instructor-led remote classes. To earn this certificate of
completion and contribution, you’ll choose an activity to share your
new knowledge with other Microsoft Dynamics GP Users, enabling
you to contribute to the greater Microsoft Dynamics GP community.
GPUG Academy currently has four professional certificates available:
Accounts Payable, Accounts Receivable, Administrators, and Business
Intelligence Administrators. Visit www.gpug.com/certificates for
current class listings and additional certificate information. GPUG
2 Core Classes2 Elective
Classes
Community
Support Activity
CERTIFIED
GP
GP
20 | GPUG Magazine
Congratulations to our most recent contest winner, Steve Burney from Correct Care Solutions, LLC! Steve found the
logo on page 49 of the Q1 2016 issue of GPUG® Magazine.
We’re changing it up this issue with a game of bingo! Simply mark the functions you’ve participated in within the last calendar year and then send in a photo or scan of your bingo to [email protected].
Networking and learning.
Training tips for using Microsoft Dynamics GP.
As new Users, the biggest takeaway is that we are not alone and have the same issues that everyone else does.
I loved
the
Hub!
Finding options we already have that we aren’t using.
The overwhelming knowledge and willingness to share that knowledge by almost everyone involved. GPUG Summit was great, everyone involved is so committed, and I would recommend it to anyone.
Hearing about ways we can make our operation more effi cient by utilizing the functionality of Microsoft Dynamics GP.
Q1 2016 | 49
B I N G OGPUG
Logged in to the GPUG website
Updated password in the Contact
Details area of the website
Posted in a community other
than the Open Forum (chapter, SIG, conference)
Wrote a blog
Read the Frequently Asked Questions page
Uploaded a profile picture on the
website
Viewed or downloaded a
webinar recording on the website
Registered for a conference on the
website
Added someone as a contact
Sent a fellow GPUG community Member a private
message
Registered for an event (webinar,
chapter meeting, Academy class) via
the website
Submitted a support ticket via
the website (not an email)
Marked a response to my post as Best
Answer
Earned a Silver Contributor ribbon
or higher
Filled out my volunteer profile
Started a discussion in the
Open Forum
Joined a chapter community
Marked a webinar recording or other
document as a favorite
Connected at least one of my social media accounts
in the Social Links area of my profile
Submitted a referral on the Member Get
a Member page
Added biography information to my profile OR
connected with LinkedIn
Recommended someone else’s
post
Responded to someone else’s post
Asked a question via Live Chat on one
of the event sites
Updated my community
notification settings under My Profile >
My Settings
Q2 2016 | 21
Why did you decide to complete the Professional Certificate programs?To enhance my system specialization knowledge while also being able to support, guide,
and develop others on my team to utilize the system more efficiently and effectively.
What were the top three things you took away from these programs?
» Recognition of increased system features and capabilities.
» Utilization of the system resources for in-depth problem research and resolution.
» Enhanced awareness to develop knowledgebase and knowledge-sharing in areas
precluded due to segregation through the training module.
How much time did the programs take you to complete?Nine months.
Would you recommend the Professional Certificate programs? What will others in your job role gain from participation?Yes. I believe the certificate programs provide enhanced knowledge for the controller’s
role that will supplement CPA financial expertise.
ATTENDEE
Rhonda Kay Runde
COMPANY
Explorer Pipeline
Company
JOB ROLE
Controller
MEMBER SINCE
2013
PROFESSIONAL
CERTIFICATES
GPUG Professional
Certificate for Accounts
Payable
GPUG Professional
Certificate for Accounts
Receivable
For more information regarding Academy courses, please visit gpug.com/academy.
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ATTENDEE SPOTLIGHT
Academy
22 | GPUG Magazine
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MICROSOFT DYNAMICS GP
A buzz is building on social media, with the release of Microsoft Dynamics GP 2016 now
confirmed for May 1, 2016. Let’s investigate what has provoked the enthusiasm and look
at what will be released in May.
The first public glimpse of the new product was in London in a demonstration by Gary
Tronson, engineering manager at Microsoft. In a sneak peek, he revealed the new HTML5
web client for Microsoft Dynamics GP. Those familiar with existing versions of the solution will be aware
that it can already be hosted in a web browser; however, middleware is used to achieve this. A technology
called Silverlight acts as a host for the Microsoft Dynamics GP application, providing the desktop-like
application experience. The use of this middleware acted as a constraint to the platforms that could support
the web version of Microsoft Dynamics GP. Now out goes Silverlight and in comes native HTML5 support
as with Microsoft Dynamics GP 2016, forms can render as native HTML5 web pages. The new web client
makes Microsoft Dynamics GP look refreshingly tidy and sharp.
User interface rendering to HTML5 is a very significant advancement as Microsoft can now offer a full Microsoft
Dynamics GP client experience on any device that supports HTML5 browsers. Indeed, that means tablets running
Android, OS X, Linux, and computers with modern browsers can be used for the full use of Microsoft Dynamics
GP, a User experience that feels almost as if it were an installed application. There is more as it also runs in browsers
from many vendors, including Firefox, Chrome, and Edge, so long as it supports HTML5. This feature is the
completion of a staged process through previous versions of Microsoft Dynamics GP web client to achieve this
end goal and puts Microsoft Dynamics GP on equal footing with other browser-based ERP systems.
During the development process of the new web client, it turns out much of the pain in achieving perfect
rendering in HTML5 was with silly little issues. An example of such was one-pixel misalignments between
visual elements on the Microsoft Dynamics GP forms. These were misalignments that had always existed
in previous versions of the traditional Microsoft Dynamics GP client; however, they were revealed when
the forms rendered to HTML5. This resulted in untidy jagged layouts. These misalignments had previously
never been noticed or bothered anyone. The issues were resolved by correcting the pixel accuracy in the
User interface alignments on all of the many form windows in Microsoft Dynamics GP.
The Microsoft Dynamics GP navigation menu moves from its traditional position along the top of
2016story by Tim Wappat, Canford Group, GPUG® User Member
24 | GPUG Magazine
the window in the web client and is now located on the left-hand side gutter of the User interface. The
infamous “hamburger icon”, three horizontal lines resembling a hamburger, now adorns the top of the
menu. It is being used to collapse the Microsoft Dynamics GP navigation in order to provide more room
for interaction, with key information held within the main form workspaces.
As with the existing Microsoft Dynamics GP web client, custom solutions written in Dexterity or
Visual Studio add-ins will be supported. That is, so long as the developers stick to the supported visual
controls and best practices as outlined in the developer documentation for current Microsoft Dynamics
GP versions. A number of solutions from key ISV companies have been tested with the client and found to
work with little or no updates. It is said that some of them looked even better in HTML5 than in the native
client; this will be a relief and welcome news to many Microsoft Dynamics GP ISV developers.
Most functionality such as printing remains unchanged, as functions such as this sit below the
presentation layer of the application and thus are unaffected by changes to the skin of the application. One
final observation is that performance (keyboard responsiveness) is very good in the HTML5 web client. It
is almost as good as a standard desktop client; that is great news for data entry Users.
There is no better time to consider the HTML5 client as it provides a viable, responsive alternative to Terminal
Services, allowing the release of terminal server licenses or perhaps allowing the retirement of terminal service
servers entirely. New controls are offered to administrators to aid in the management of HTML clients in a
multi-tenant install. This will help the growing market for Microsoft Dynamics GP in the cloud.
Some time ago the Microsoft Dynamics GP team moved to an Agile software development methodology,
bringing a faster cadence of software releases. The HTML5 client may be the headline feature for Microsoft
Dynamics GP 2016, but there is so much more packed into this release. Let’s check out the rest, with a
caveat that features are subject to review and change:
Cloud Features
» HTML 5 Browser Support
» Control for Managing HTML Clients
Business Intelligence Features
» All-In-One Document Viewer for Inventory
» All-In-One Document Viewer for Sales
» Export SmartList Numbers
» Export/Import SmartLists
» Creating a SmartList from an Existing Favorite
» OData Support for PowerBI
» PowerBI Charts on GP Role Center
Ease of Use Features
» Remove Inactive Payroll Pay Codes
» Simplify Payroll Posting Setup
» Create Exception Report on Budget Import
» Simplify Analytical Accounting User Access Settings
It is excellent to see that the popular All-In-One Document Viewer will be rolling out to encompass the
other main areas of Microsoft Dynamics GP. The purchasing viewer has been well-received in Microsoft
Dynamics GP 2015 and has a significant impact on the productivity of the end User. The All-In-One
viewers will be the most obvious up-front change Users will encounter after upgrade. Each viewer provides
a holistic view of transactions from the respective modules for purchasing, sales, and inventory.
Power BI gets attention in Microsoft Dynamics GP 2016, with charts on the Microsoft Dynamics GP
role center and support for Open Data Protocol (OData). The OData provision will expose data stored in
Microsoft Dynamics GP to Power BI tools and presumably other tool sets capable of consuming OData
sources. The Microsoft Power BI suite is transforming data analytics; the incorporation of OData into
Microsoft Dynamics GP will promote the BI tool sets for use with Microsoft Dynamics GP.
Readers can join in the pre-release excitement prior to the release of Microsoft Dynamics GP 2016
by reading the Microsoft Dynamics GP Support and Services blog that will includes a “Feature of the
Week” series, covering one-by-one and in detail, the new features in Microsoft Dynamics GP 2016:
https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/03/07/microsoft-dynamics-gp-2016-
upgrade-blog-series-schedule
Also, keep an eye on the Microsoft Dynamics GP team blog for general information on Microsoft
Dynamics 2016: https://community.dynamics.com/gp/b/gpteamblog GPUG
Tim Wappat is a software development manager for Canford Group. Check out his Microsoft Dynamics GP
blog at timwappat.info or email him at [email protected].
Core Enhancements
Features
» Purchasing Requisitions – Project
Integration
» HTTPS Support for Management
Reporter Viewer
» Multiple Page Scanning of Documents
» Default EFT File Formats for Scotia
Bank
» Change Workflow Approval Conditions
» Enable Credit Card Payment Type for
Check Run Processing
» Increase Distribution Reference Field
Size
» Named User Licensing Support for
Self-Service User Type
» Document Attach for Project Expenses
Q2 2016 | 25
Service Based Architecture (SBA)
Functionality
Identity Management V2
Workflow V2
BA on multi-platforms (Windows, Apple & Android)
All in One Doc Viewer
AP Inv Approval
Time Mgmt App
Automated Provisioning for Azure
Top features requested by customers
Functionality and technology releases
Top features requested by customers
Enhanced user experience for Web Client
Multiple browser & device support for Web Client
Workflow enhancements
Top features requested by customers
Enhanced cloud deployment
Web Client
Functionality
Management Tools
Hosting
Business Analyzer (BA) on Windows
GP Workspace in Office 365
Functionality
Requisition Management
Identity Management V1
Workflow V1
Web Client Wave Releases
Functionality
RapidStart
Business Analyzer Off Domain
On Azure
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26 | GPUG Magazine
“Don’t be afraid to ask ‘why
does it work that way’ when
learning something new.”
Bert Green, Microsoft Dynamics GP developer/
administrator, Berger Transfer & Storage, Inc.,
Roseville, Minnesota
“If you don’t enjoy waking up each morning and
going to your place of employment, then you most
likely are not giving it your 100%, and you should
re-evaluate your career choice.”
Kristen Hosman, accounting manager, PlatinumCode, Lakeville, Minnesota
“Never be afraid to fail – sometimes the
first step to finding a solution is knowing
what doesn’t work!”
Jeff Dalton, corporate operations manager,
The Spiratex Company, Romulus, Michigan
“This is something my grandpa
always told my dad and me: The
worst thing that’s going to happen is
it’s not going to work. Everything can
be fixed.”
Joseph Markovich, IT manager,
Okaya Electric America, Valparaiso, Indiana
“Take a moment to pause before responding to
anything. This applies to verbal communication or
written communication. Making a conscious effort
to pause allows you to fully process (and listen!) to
what the person is actually saying, instead of just
immediately preparing your response.”
Chris Hadden, CPP, technical sales manager,
Greenshades Software, Jacksonville, Florida
For a complete list of all
the responses, visit
www.gpug.com/advice
and keep the
conversations going!
“Don’t sweat petty
things. Don’t pet
sweaty things.”David Musgrave MVP, GPUG All Star, managing
director, Winthrop Development Consultants,
Perth, Western Australia
“If you aren’t
passionate about
what you do, then
do something else.”Kathy Kim, director of finance,
Donor Network of Arizona, Phoenix, Arizona
GPUG Community
Shares
PROFESSIONALADVICE
BEST
The GPUG® Open Forum is a
great place to share thoughts,
ask questions, and give and get
feedback. Recently we asked, “What is your
best piece of professional advice? It can be
something that was shared with you or advice
you’ve given.”
Here are the top responses according to
what you, our GPUG Community, “liked”:
Q2 2016 | 27
by Belinda Allen, Smith & Allen Consulting, Inc., GPUG® Partner Member
t t&TIPS & TRICKS
Favorite Microsoft Excel Formulas - Part 1
Lookup and Reference - Hyperlink
Some out-of-the-box Excel refreshable reports contain “drillbacks”.
(Note: eOne has a tool that allows you to create these drillbacks.) A
drillback is a URL of the inquiry window that displays that record in
Microsoft Dynamics GP. For this link to work, you must be logged
into Microsoft Dynamics GP on the machine on which you are using
this Excel report. In the above window, I have created a column that
displays the Journal Entry Number (Friendly_name). By clicking
on the result on a specific row, the Journal Entry window will open
(based on the “Link_location”) in Microsoft Dynamics GP AND
opens the Journal Entry number for that row.
I would then typically hide both columns used in the hyperlink
formula to make this table easier to use.
Here are some of the formulas I use in Microsoft Excel most
frequently (other than add/sum, subtract, multiply, and divide).
Please note that I currently use Office 365 Excel (the equivalent to
Excel 2013 Professional Plus), and those are the depicted screenshots.
TEXT “mmm”
Frequently I want the result of my formula to display a portion of
the date and display as text (rather than a number formatted as text).
Depending on what I am doing with the data, it is sometimes easier
to have it show as text.
» “mmmm” will display the entire month name (e.g. March, April,
etc.)
» “ddd” will display the day abbreviated (e.g. Mon, Tue, etc.)
» “dddd” will display the entire day name (e.g. Monday, Tuesday,
etc.)
» “y” will display the last two characters of a year in text format
(etc. 16 for 2016 and 17 for 2017)
» “yyyy” will display the year in format using all four characters
(e.g. 2016, 2017 etc.)
28 | GPUG Magazine
Logical - IF
This is probably the formula I use most often with payables and
sales/receivables documents. Since Microsoft Dynamics GP stores all
transactions for the purchasing and sales series as positive documents
and not as a net effect to a specific module (for example, a payment
would show as a negative number since it reduces both payables and
receivables), to have a report in Excel that nets out the module rather
lists documents, we need to make some fields negative.
The IF formula allows us to do that. To make payments appear as
negatives, I first ask Excel: “Is the document type a Payment?” If it is a
payment, I place a “-” sign in front of the amount to make it a negative
amount. If it is not, I simply enter the amount, leaving it positive.
Since both the purchasing and the sales series have three
types of documents that can be negative (payment, returns, and
credit memos), we’ll have to account for all three types of documents.
To do this well, “nest” IF formulas. This means we will place an IF
statement inside another IF statement.
In the previous image, I start an IF statement performing a
“Logical_test” to see if the Document Type is a “Credit Memo” as
I did before. If it is, I make the value a negative amount. If is NOT
a credit memo, rather than entering the amount again, I enter the
entire IF statement, except for the “=” at the beginning that I created
for the “Payment.” You would need to create a nest like this again for
“Returns.” In Excel 2013, you can have up to 64 nested statements in
one formula.
IMPORTANT NOTES ABOUT THIS
STATEMENT
This formula is looking at text, so if there are two blank spaces after
the word “Payment” in your Excel table/worksheet, there must be two
blank spaces in the formula. You’ll notice I have several spaces in each
formula. Also, since this is text, it must have quotation marks around
the text. GPUG
Belinda Allen is a Microsoft MVP and co-owner of Smith & Allen
Consulting, Inc. Want to share your favorite Excel formulas with her?
Email them to [email protected].
Q2 2016 | 29
What’s New GPUG Website
Public or Member Only WebinarsSomething we’ve heard from the community is you’d like an
easy way to see which webinars are open to everyone (public)
and which ones are only available to paid GPUG Members.
We’ve added a filter on the webinars page that allows filtering
in three categories: All (default view), Public, or Member
Only.
Registrations for You and Your TeamMany of our Member companies have asked to see all the
registration activity happening for their company. This helps
when determining to move from subscriber to paid Member
or when looking at annual renewals. Account administrators
and the primary contact will see a new button in their profile
area – Company Registrations. This gives an all-up view of all
registration activities for your company.
Find Your Add-On ActivitiesWhen you register for a conference, often times there are additional registration activities you can choose (like Pre-Conference Academy classes
prior to GPUG Summit). Previously when you looked at your registration in the My Registrations area of your profile, you would not see those
additional registration activities. Now when you look at your registrations, you can see those details.
Am I Logged In?You may have noticed when registering for an event that you are
sometimes prompted to log in (again), even though you can see
your profile picture in the upper right of the site. We’re releasing
a fix that will address this discrepancy and eliminate the need
for multiple logins.
ON THE
Are We There Yet?We’ve heard (and experienced) some poor performance issues when registering for events on the site – specifically the loading speed. This
release includes fixes to help with the screens loading during the registration process. We will continue to improve this process with additional
fixes in future 2016 releases.
We were thrilled to roll out new features and enhancements to the GPUG® website during Q1. Released on January 26,
we hope these updates have improved your User experience when visiting www.gpug.com.
Keep helping us help you by letting us know your thoughts and feedback about your experiences on www.gpug.com. We are
always looking to improve the content and performance of the site and will continue to share additional updates. GPUG
30 | GPUG Magazine
NAME THAT PHOTO
CONTEST
They’re on the move! What topic do
you think these GPUG® Members
were off to hear at GPUG Summit
2015?
Simply email your submission to
[email protected]. The
winning submission will be printed
in the magazine’s next issue.
Q1 CONTEST WINNER:
Steve Burney of
Correct Care Solutions, LLC
“Look at this ribbon that says I’m All In!”
Q2 2016 | 31
GPUG® reached out to Chad
Sogge, group program manager
of SMB solutions for Microsoft,
to gain insight into the release
of Microsoft Dynamics GP 2016,
its anticipated features, and the events his team
is involved in to make sure Users are up to speed
with what’s available.
GPUG: You’re getting close to go-live! What’s
your team up to these days?
Chad Sogge (CS): Right now we’re putting the
finishing touches on the spring release, as well
as writing the readiness materials so we can talk
in great detail about what is new in Microsoft
Dynamics GP 2016.
GPUG: Let’s talk about some of those finishing
touches. What can Users expect from this latest
release of Microsoft Dynamics GP?
CS: There are so many great enhancements. A
few examples are expanding on the All-in-One
functionality to include sales and inventory views.
We’ve enhanced the workflow processes, making
them more intuitive for both regular and escalated
cases. We also enhanced pre-payments to include
payments against tax. There are a number of
features there that Users will find relevant to their
role and tax needs.
One of the biggest features in Microsoft
Dynamics GP 2016 is the brand new web client.
We’ve made one that works with multiple browsers
– Google, Chrome, Safari, etc. – and devices,
including tablet form factors.
That’s very big news for us and makes it an even
more exciting era for Microsoft Dynamics GP.
GPUG: Do you consider the browser and device
innovations driven by technology or Customer
request?
CS: It’s both, partially technology and partially
Customer-driven. Users want to have the mobile
performance and retrieve their data in the office,
but they want to use it on their own device.
And because of that desire and where technology
is today, we can optimize screen real estate based
on the User’s desired task and device. Because
of this flexibility, we’re taking the opportunity to
optimize for the various form factors.
GPUG: Is there a big change to the User interface
between the web client and the on-premises
version?
CS: There’s a slight difference between the two.
More and more Customer organizations are going
to the web client for their Users, so that’s where
we’re spending most of our time.
GPUG: As we talk about spring, it’s notable
that the change from Convergence to Envision
affects your team quite a bit. How does that
event transition change what you do to share
information about this new release?
CS: We’re examining our readiness plans at this
moment, and we definitely want to leverage GPUG to
share information as it’s a great repository of people.
Chad Sogge, group program manager – SMB
solutions, Microsoft Corporation
microsoft member showcase
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GP
FEATURE OF THE
DAYOne of the best
ways to acclimate
yourself with
the new release
of Microsoft
Dynamics GP
2016 is to keep
up with the
Feature of the Day
blog, published
by the Microsoft
Dynamics GP
team on the
Dynamics
Community
website at
http://1drv.
ms/1RxrUky.
The team will
publish a tip a day
until the product
is released.
32 | GPUG Magazine
We’re excited to see the new event, Amplify, come about for this
May (23-25, in Anaheim, California). That’s an opportunity for Users
to see Microsoft Dynamics GP 2016 in action and gain a greater sense
of how it could benefit their organizations. We also, of course, have
GPUG Summit in October, which is a great time for us to connect with
Users.
GPUG: One thing that we really appreciate about having the R&D
involved in GPUG Summit is the ability to see what’s coming as
well as get really in the weeds about functionality.
CS: That’s what we enjoy as well. The R&D sessions are always about
what’s new, and the people who are using or selling the product can
tell you what’s best in today’s solution.
People who attend GPUG Summit want to best leverage what
exists today and head home with tangible benefits, whether that’s
through improving their implementation or an ISV solution that can
help them.
That’s what I really enjoy about that event. We solve today’s issues
and look towards the future, figuring out what people need to do to
help move their business forward.
GPUG: Outside of face-to-face events, what other types of
readiness materials will be available?
CS: We’ll host our Feature of the Day blog where we blog about a
feature each day until the release of the product (see the sidebar).
We’re also looking at doing recorded and live webinars in addition to
our contributions to CustomerSource and the Dynamics Community
website. Many of our MVPs are also publishing great information
that can be quite helpful to a User.
GPUG: Do you see yourselves also becoming more connected to
Customers and Partners through social media, as it becomes
more pervasive in the work scene?
CS: We’ve always prided ourselves on our connection with
Partners and Customers. We have so many more tools to stay
better connected, and it’s evolved the solutions we’re building. Our
program managers have been able to start research with Customers
and follow that through as we design and build the product, and
then as we go to market, we’re able to share what we designed and
built. We’re able to provide a platform that shows Users exactly
what we did and create a dialogue to improve upon that for the next
version.
This has taken our interaction and dialogue to a place that we
always hoped for.
GPUG: What factors should Users look at as they consider an
upgrade?
CS: It’s become so easy and straightforward to move from one
version to the next that it should be seamless. Customers should
ensure they are leveraging the functionality they want to use, and
then work with their Partner for the update. It really shouldn’t take
a lot of extra work.
Being on the web client makes it very natural to use the next
version. Companies should examine what’s available in today’s web
client and gets familiar with how it works now, then it’s a natural
upgrade to Microsoft Dynamics GP 2016 when they’re ready.
GPUG: What will your team focus on after Microsoft Dynamics
GP 2016 releases?
CS: Since we now look to push releases every six months, whether
that’s an “R” release or a new version, we’ve already started work on
the next release.
We continue to use Microsoft Connect submissions to evaluate top
of mind issues for Users in the community and for Partners who are
in conversations with prospective Customers.
It’s one continuous, agile process.
We can solve today’s issues and look toward the future,
figuring out what people need to do to get their business to
where it needs to be.
Q2 2016 | 33
GPUG: Have you been in that six-month release cadence for about
three years now? How has that transition worked out for your team?
CS: It’s made us very responsive to Customer input. We’re operating
in an agile fashion so as feature requests come in, we can triage them
against our planned work and adjust if priorities change. This allows
maximum fluidity in meeting the market demands in a very timely
manner.
GPUG: Is there anything else you’d like to share with our readers?
CS: The value of this community cannot be overstated. The most
successful Customers are the ones that are the most connected, going
to events and having dialogue with colleagues.
Be active in this community. You’ll be able to collaborate with
colleagues who can help you solve a problem, or you may provide
the knowledge to make a difference in somebody else’s business.
That’s the power of community. GPUG
The most successful Customers are the ones that
are the most connected, going to events and having
dialogue with colleagues.
34 | GPUG Magazine
5MINUTES
VOLUNTEER
Who I’m following on social media right now…
I should list a few really smart and well-respected
pop icons, but that’s just not the case. To be honest,
I pretty much just follow local restaurants, wineries,
and a few microbreweries. Is that bad? At least you
know who to call if you’re ever in Fort Wayne and
need a good restaurant recommendation.
WITH GPUG’S
Jim Noblitt
Senior Director, IT
MorphoTrust USA, LLC
OF THE QUARTER
On my desk right now…
It’s a messy desk, but I usually know where to find
what I’m looking for. Of course there’s a tablet
computer and three monitors; great for multi-
tasking. Then there’s this old and almost obsolete
gizmo, the telephone. Although it’s been eclipsed by
the computer, it’s still the medium of choice by those
pesky telemarketers, so I try to avoid answering
it. There’s also an array of pictures of my family,
including many of my grandchildren, who are always
there to provide inspiration when needed. Lastly,
there’s an analog clock with the GPUG logo on it,
a gift from my friends at GPUG, reminding me that
there’s always time to lend a hand to this excellent
organization.
My three goals for 2016…
Do good work, play nice, and enjoy life! It seems to
me that doing your best work and being a positive
part of whatever you do ultimately gives one a life
they will enjoy. For 2016, I’ll work harder, contribute
more, and have more fun than ever before.
What I do when I’m not at work…
When I’m not working, I spend quality time with
family and friends. Being blessed with a great family
and close friends, I’m always busy going someplace
interesting or doing something really cool with some
really great people.
The best advice I ever received…
My mom told me that, “anything worth doing is
worth doing well”. If applied to everything in life, not
just work, it can be the foundation to success and
happiness. Whether it’s a technical issue I’m trying to
solve or relating with other people, I try to step back
and ask myself, am I doing this well, am I handling
this right.
Q2 2016 | 35
As a community built by Users for Users, GPUG® relies strictly on Members’ volunteer
efforts to help us grow and flourish. Everyone has different reasons for volunteering, usually
some combination of intrinsic and extrinsic benefits including personal and professional
development, service to others, developing a deeper network within the community, and
more. We are pleased to launch an expanded program to provide our growing, diverse
community of volunteers with more support to get engaged by sharing their time and talents while
developing personally and professionally, making a meaningful impact in the User Group community,
and being recognized for their valuable efforts in helping grow quality programming and experiences
across GPUG.
What’s In It for You? Givers Gain!
As a GPUG volunteer, you join an incredible network of peers and subject matter experts dedicated to
helping the User Group community. Our volunteers share that through their experiences, they receive
much more than they give: They are challenged, encouraged, and supported as they develop deeper
product knowledge, grow their skills, and expand their personal and professional network. Take the leap:
You’ll be glad you did!
As a member of the GPUG volunteer community, you’ll receive resources to connect you with
opportunities of interest and develop you in your role. This will include access to the virtual volunteer
community, library of training resources and events, dedicated communication and interaction with User
Group team members regarding your volunteer experiences and opportunities, and more.
Your Community Needs
You. It’s Easy to Get
Started!
It’s simple to get involved as a volunteer
with the User Group. Log into www.gpug.
com/volunteer for details today! You’ll take
a few minutes to review the four ways to
volunteer and submit your volunteer profile,
sharing how you’d like to volunteer your
time, any specialty focus areas, and some
general information about your expertise
in Microsoft Dynamics GP. Then we will
follow up with you to discuss opportunities
matching your areas of interest. You’ll also
be invited to join the virtual GPUG volunteer
community, where you’ll learn about new
opportunities, network, and access training
and development resources.
4 WAYS TO VOLUNTEER:» PRESENT virtually in
webinars or in person at
conferences or local chapter
meetings
» INSTRUCT an Academy
course online or at
conferences
» SERVE on a User Group
board or committee, lead a
Special Interest Group (SIG), or
join a chapter leadership team
» WRITE a blog, magazine
article or tech tip
Expanded Volunteer Program
Get Engaged in GPUGBrings You More Ways to
36 | GPUG Magazine
Stay Tuned for Updates!
We will continue to build the GPUG volunteer program to enable Members to share their knowledge
and experiences as passionate volunteer leaders who are actively supported in helping the User Group
grow and flourish. This is your User Group – get involved today: visit www.gpug.com/volunteer to fill out
your volunteer profile and get connected. We’ll invite you to share your experiences, and you’ll keep up
to date on what’s new with the GPUG volunteer program. We look forward to involving you as a GPUG
volunteer, honoring our tradition of “for Users, by Users” and helping grow quality programming and
experiences across your User Group! GPUG
Volunteer Recognition
and Rewards
In September 2015, we launched the recognition
and rewards facet of the volunteer program.
Working with a group of User Group volunteers, we
created a plan to recognize the vital role volunteers
have in building a strong and valuable User Group
community. Volunteers will receive recognition of
contributions and earn points for each volunteer
activity contributed to the User Group. Points
accrued during each program year (Sep. 1
through Aug. 31) will go toward annual volunteer
appreciation rewards, the first of which will be
announced at GPUG Summit 2016 in Tampa,
Florida. We are excited for this enhancement to
the volunteer program, which strives to show
appreciation for volunteers’ contributions and
provide meaningful rewards of value. Log into
www.gpug.com/volunteer for details!
VOLUNTEER APPRECIATION:» First annual Volunteer Rewards
to be announced at Summit
2016
» Recognition in the User Group
Magazine, website, and social
media
» User Group apparel
» Volunteer certificate/plaque
» VIP experience at Summit
» Discounts to User Group
Academy training
» And more!
Q2 2016 | 37
Multi-Batch Print & Post
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
by Jim Bertler, Logan Consulting, GPUG® Partner Member
t t&TIPS & TRICKS
Microsoft Dynamics GP 2013 R2 - Document Attachment
about the inventory item. For sales transactions, attaching any
documentation that is relevant to a sale (e.g. a sales order form or
email communication with the Customer) would be useful for
salespeople to quickly find information about a Customer.
Since there is no limit to how many attachments can be attached to
a card, another great use of Document Attachment would be to attach
forms (e.g. W-4, I-9, direct deposit form, etc.) for new employees to
their cards in Microsoft Dynamics GP. Additionally, this feature can
be utilized with vendors by attaching contracts and any other related
documents.
Setting up Document Attachment in Microsoft Dynamics GP is
fairly basic. Go to Microsoft Dynamics GP > Tools > Setup > Company
> Document Attachment Setup. The screen to the left should open.
Check the box entitled “Allow Document Attachments”. After that,
you have several options to toggle and try out. Some of these options
include:
» Choosing a default location to look for attachments. This allows
you to organize all of your Microsoft Dynamics GP attachments
into one folder.
» Deleting the file from the default location after attachment.
This is useful if you don’t have a need to keep a backup of the
attachment or if the default location is for temporary storage.
» Deciding on the maximum file size. If you have limited space on
a hard drive or server, then you may want to consider assigning
a maximum size.
» Allowing attachments to be deleted. You should check this box if
you plan on using Document Attachment as a way to keep track
of historic documents and data.
» Allowing attachments to flow through to documents. This box
should be selected if you want, for example, an image of an
inventory item to be attached to any transaction associated with
that inventory item. GPUG
Jim Bertler is a principal for Logan Consulting. You can reach Jim at
One of the great features in Microsoft Dynamics GP 2013 R2 is
Document Attachment. Before this update, attaching documents
and images required a three-step process that included scanning the
document, saving it to your hard drive, and attaching it to an OLE
note in a transaction. Now, this process has been streamlined with a
new feature called Document Attachment.
INSTRUCTIONS
Some of the more common areas within Microsoft Dynamics GP
in which this feature can be used include items, sales transactions,
human resources, and vendors. Any document file that is saved locally
on a hard drive or network server can be used as an attachment. For
items, a great example would be attaching a picture of an inventory
item or a Microsoft Word document that provides further details
40 | GPUG Magazine
SQL Discussion Regarding How to Reformat a docdate Field
Visit www.gpug.com/trend1 to view the full thread and read all comments.
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IT’S EASY TO POST A QUESTION OR A RESPONSE...Visit www.gpug.com, log in, and click on Learn & Engage Open Forum. You can start a new topic or use the Search
feature to join an existing discussion.
The GPUG® Open Forum is a great place on the GPUG website for sharing best practices, tips and tricks,
and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft
Dynamics GP Users.
Recently the online community reached a milestone of 20,000 posts in the discussion threads. Congratulations to
the GPUG community!
Below are two recent topics that garnered much discussion. Check them out and then take a moment to share your
opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).
Discussion to Share Tips and/or Tutorials Regarding General Journal Integration Manager
Visit www.gpug.com/trend2 to view the full thread and read all comments.
TRENDINGTOPICS
42 | GPUG Magazine
Congratulations to Brandon Holbrook of Spillman Technologies for winning the Q1 2016
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 [email protected].
Aaron Back
Academy
Amplify
Best Advice
Bingo
Chad Sogge
Change
Chapter Sponsors
Clean Up Your Inbox Act
Document Attachment
Inventory
Jim Noblitt
Members
Michelle McDonald
Microsoft Dynamics GP
Partners
Professional Development
reIMAGINE
Rhonda Kay Runde
Saratoga Technologies
Sierra Workforce Solutions
Summit
Telecommunications
Users
Volunteers
A S C H P G S C I M A N Y D T F O S O R C I M N P
C N H C H A P T E R S P O N S O R S A A R O N T R
M O A P O L E V E D D L A N O D C M U A D V I C O
I I P C H A D S O Y F I L P M A B I N M G C A A F
C T T P A R T N E S K A Y R U N D E V O M E M X E
H U E R E T P A R H C M I J T T I L B O N I P O S
E L R C H A P E C L E A N U P U N O H R A T T B S
L O A R E T B D O C U M E G G O S D A H C E E N I
L S T S N M I C R O S O F T D Y N E A M A C L I O
E E T L E N J I M N O B L I T T S C R I D H E R N
M C A M I T U L O S E C R O F K R O W S E N C U A
C R C I O S E D N U R Y A K A D N O H R M O O O L
D O H C N S I E R R A W O R K F S O R C Y L M Y D
O F M R I M P R O F E S S I O R T E C H N S M P E
N K E O N E R E I M C A G I E E M D P E S R U U V
A R N S V M M O F H I D O N I I I Y A G A E N N E
L O T O E B I S A R V C T C N M C N R G R E I A L
D W S F N E C N N H D R R L B A H B T O A T C E O
P A P T T R G O N O A S E E O G E A I S T N A L P
R R O D O E R A D P T N I A X I L M N N O U T C M
O R N Y R N I C A T S I O N A N L I E P G L I A E
F E S N Y U M M O C E L E T C E E C R S A O O C N
E I O A M A A R O N B A C K T E L E C O M V N A T
S S R S E I G O L O N H C E T A G O T A R A S D E
S A R A T O G T N E M H C A T T A T N E M U C O D
Q2 2016 | 43
GPUG: Tell us more about Saratoga
Technologies.
Whitney Dillard (WD): We’ve been in business
since 2001 and were initially a subsidiary of
Saratoga Software located in Cape Town, South
Africa. We have offices in Tennessee and Virginia,
and in our 15 years of business, we have acquired
many different divisions that include networking,
printing, Internet, telecommunications, business
solutions, and copier companies.
Michael Moody (MM): Our business solutions
division is based out of our Tennessee office, and
we provide Microsoft Dynamics GP and Microsoft
Dynamics CRM as well as other solutions such as
Microsoft SharePoint.
WD: Saratoga is also a great place to work. We adapt
very well to change and are always looking for what’s
coming up in the market. After 25 acquisitions, we
are accustomed to adjusting to new Customers and
new employees. The company is built on a solid
foundation of core values, and we pass that along
to our Customers as their trusted business advisor.
GPUG: Is there a story behind the name?
WD: We get asked that a lot, and there are a few
stories – or maybe even rumors – floating around.
The latest one is that the founders spun a globe and
stopped it with their finger. Saratoga was the city
they landed on.
GPUG: That’s one way to make a decision! What
kind of companies do you serve?
MM: Mostly small to mid-sized businesses with
five to 50 employees. The nature of our offerings
makes us a one-stop shop of sorts for these type
of companies. We don’t just support software;
we maintain printers, hardware, servers, and
telecommunications, and we have the ability and
expertise to take care of all their software needs
like an outsourced IT department. With that said,
we work in several areas such as medical groups,
gas utilities, entertainment agencies, restaurant
franchises, and manufacturing.
GPUG: What sets you apart from other
Microsoft Dynamics GP VARs?
WD: We are our own Customer. That is, we run
our business with Microsoft Dynamics GP and
Microsoft Dynamics CRM using web services
along with a number of different third-party
add-ons, including Mekorma, EthoSeries, eOne,
Rockton, and Experlogix. Customizing our own
solution helps us better serve our Customers.
MM: We also know the value of not reinventing
the wheel and the importance of leveraging what
others have created to save our Customers time
and money.
GPUG: There are so many third-party providers.
How do you decide which to use?
MM: We are big fans of The List, found in the
back of GPUG Magazine, and have found those
included there to be ISVs with a good reputation.
We can also see if they’re certified for Microsoft
Dynamics GP.
WD: Yes, we use The List a lot and leverage that to
evaluate providers.
GPUG: Do you create customized solutions
in addition to leveraging outside third-party
providers?
MM: Yes, we’ve developed a web app known as
MobileTech for field service providers to use
on service calls. Users can see and enter notes
or submit tickets via this web interface, and it
all integrates with Microsoft Dynamics GP. It’s
tailored to their specific job in the field so they
don’t need to be specially trained on Microsoft
Dynamics GP.
WD: We also have another tool, MeterMaid,
that enhances the contract module. It takes the
readings posted into Microsoft Dynamics GP
COMPANY
Saratoga Technologies
INTERVIEWEES
Whitney Dillard, CFO,
and Michael Moody,
Business Solutions Manager
WEBSITE
www.saratogaus.com
PHONE
423-282-4220
HEADQUARTERS
Johnson City, Tennessee
INTERESTING FACT
Saratoga has acquired 25
companies over the past 15
years.
VAR PARTNER MEMBER SINCE
2011
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WHITNEY DILLARD
MICHAEL MOODY
VAR Partner Solution Showcase
TM
44 | GPUG Magazine
and generates the invoices based on
allowances and timeframe. It’s otherwise
a manual process in out-of-the-box
Microsoft Dynamics GP, and this helps to
streamline contracting and invoicing a bit.
GPUG: What’s a good example of
how you recently provided value to a
Customer?
MM: We recently helped a manufacturer
set up an e-commerce store that helped
automate and integrate Customer
interactions with Microsoft Dynamics GP.
Instead of representatives spending time
and resources answering phone calls, the
Customer can now access the e-commerce
store on their own to see up-to-date
information on current inventory levels,
order tracking and history, and more.
GPUG: How does Saratoga focus
internally on professional development?
WD: We leverage GPUG for a lot of
training and gain a lot from Summit as
well as the daily email recaps and recorded
webinars. We attend GPUG Summit more
on a User side than a Partner side, sending
two or three people to learn best practices
while there.
GPUG: What do you like most about
GPUG?
WD: It’s hard to pick just one thing, but I
personally enjoy the daily emails that come
through. I can just skim through them to
see if something applies to our business
and forward it on to my peers if we want
to look deeper. GPUG makes it possible to
take a quick few minutes to learn.
MM: I love that our non-technical Users
now have ideas for improvements and
feel confident enough to approach
IT with the right questions so the
technical folks can then investigate the
issue directly. GPUG has given us the
resources to make changes where they’re
most needed. GPUG
“WM Coffman has been doing business with Saratoga Technologies for 12 years. During our business
relationship, we have utilized Saratoga for services including support, software upgrades, network
hardware configuration and installation, program customization, and development of an e-commerce
site connected to Microsoft Dynamics GP. WM Coffman has always found Saratoga Technologies to
be very professional, knowledgeable, extremely adept in Microsoft Dynamics GP, and very successful
in developing custom software and e-commerce systems that integrate with Microsoft Dynamics GP.
WM Coffman considers Saratoga Technologies a very valuable extension of our company team and an
indispensable systems Partner.”
Kay Yonts, CFO / SVP of Finance and IT, WM Coffman
Q2 2016 | 45
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Does change bring fear of the unknown – or is it an exciting challenge that you want to
be in on, or do you feel something in between: Apprehension, but you’re willing to give
it some attention? Thoughts like this swirl in everyone’s minds whenever a new project,
system implementation, or company change is in the works. I’ve seen too much of this
in my years as a project manager, especially when implementing a new application that
has broad reaches into the company. People are wondering about what processes will change, whether
their jobs will be affected or possibly even eliminated, or whether there will be no affect to their jobs at
all. There is talk in the hallways – guessing, wondering, pre-supposing…etc.
From my perspective as a project manager, change management is something that should be top of
mind when a new project or initiative is being discussed. It should be tackled proactively. Change should
be considered just as important as gathering requirements. Without buy-in and adoption, there is NO
project – at least not a successful one!
In the planning phase, consider the change it will have to the organization. Will it just affect one
department, or are there cross-functional impacts? Talking it over with HR may be helpful as they may see
a human component that you may not have recognized. Here are some important items to include:
CHANGEwhat does it mean to you?story by GG Rowe, Planar, a Leyard company, User Member
46 | GPUG Magazine
» Create a project steering committee – Included should be your key sponsor who is funding the
effort along with other affected department managers. For an ERP implementation, this is typically top-
level management. On smaller efforts, it might be middle management or a specific department head. This
group should be able to provide insight on their organization and attitude toward any perceived changes.
» Build a communication plan – Define a schedule of when to communicate and what the content of
each message should be. It may start fairly high-level and then get more specific as the project progresses.
» Develop a strong core team – Sometimes your loudest naysayer can be your best advocate and
team member! The core team is an important component of a project. Select the right people to work
on the project – ones that are open to change, willing to experiment, can think outside of the box.
This team will help define the processes and ensure that what is important remains and that what can
be changed to fit the system is indeed changed. They will become your best communicators for the
project and for any changes that will be implemented.
During project execution, it is important to have periodic communications. Consider brown bag events to
respond to open questions and answers. Focus group meetings is another idea for getting in front of a particular
group that is thought to be impacted or has concerns. Whatever avenues are chosen, concerns can be aired and
hopefully any issues can be alleviated before they become problems and a roadblock to success. At a minimum,
this provides opportunities for people to voice their thoughts. Two key factors here are LISTENING and
following through! Every project team member should be actively listening to conversations around them. And
then they should be making sure there is a communication feedback loop. This can be difficult since you may
hear things you didn’t want to know, but it is best to be open, honest, and tackle them head on. Even saying, “I
don’t know right now” or, “I’ll have to get back to you” is better than no response. Provide an opportunity for
people to get involved, if possible. Maybe they will volunteer to be a tester!
At project roll-out, be sure to have adequate training and documentation coverage. One area
easily missed is training for the casual or inquiry Users. These people are important for adoption
since they are typically your data analysts that need to understand the information to make
recommendations and decisions. Here’s an idea from a past project: Have the core team wear
team shirts and roam around so that they can be easily spotted to answer questions and resolve
any start-up questions. A daily stand-up at the beginning or end of the day to review issues is
a good way to ensure nothing is dropped, and it keeps the core team in sync with issues. This
is especially important if you have multiple regions affected.
Each steering committee member should have the project regularly on their staff meeting
agenda as well as in 1:1 discussions. Conveying status, impact, and implications is important
as well as showing management involvement, support, and buy-in. For an ERP project, it
should also be a topic for executive staff so that an overall understanding of the effect on the
company as a whole as well as the cross-functional concerns and issues are discussed. The
management team will need to help make decisions to resolve issues related to resources,
priorities, and cross-functional impacts. A key factor here is SUPPORT!
In summary, embrace change – life never stands still. And again, coming from a
project manager, it is always about change! GPUG
GG Rowe is the IT applications manager and project manager for Planar, a Leyard company.
Want to talk about what change means to you? Contact GG at [email protected].
Q2 2016 | 47
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GPUG® Special Interest Groups (SIGs) are where Microsoft Dynamics GP Users who share
a common role or interest, or who work in a similar industry, gather virtually to swap
ideas, information, and experiences. A SIG is your own personal knowledge base where
you can tap into the collective wisdom of other Microsoft Dynamics GP Users.
Participating in a SIG online community or attending a SIG webinar will help you:
» Discover new and new-to-you product features
» Hear what’s working (and what isn’t) from real Microsoft Dynamics GP Users
» Get answers to your questions from others who walk in your shoes
» Hone your Microsoft Dynamics GP skills
» Uncover new ideas and processes
Check out the list of GPUG SIGs on the next page or online at www.gpug.com/engage/sig.
SPECIAL INTEREST GROUPSCOMMON INTERESTS AND COMMON GOALS
48 | GPUG Magazine
SIG – Database Administrators
Like to crawl into databases? This is the SIG for you! Here you’ll connect with other DBAs to ask
questions, share experiences, and learn more about tools and tips.
SIG – Developers
Connect, share, and discuss with other Microsoft Dynamics GP Users in development roles.
SIG – Distribution/Manufacturing
If you deal with inventory, you need to belong to the Distribution/Manufacturing SIG. In this community,
you can share best practices for managing inventory within Microsoft Dynamics GP, as well as companion
products and tools.
SIG – Field Service
Connect, share, and discuss important topics with other Microsoft Dynamics GP Field Service Users.
SIG – Microsoft Dynamics GP Professionals Under 35
Connect and collaborate with other Microsoft Dynamics GP professionals under the age of 35.
SIG – HR/Payroll
If you use Microsoft Dynamics GP Human Resources and/or Payroll, come together with others who do
as well. Terry Heley of Microsoft spearheads this SIG, sharing the latest news on these important modules.
SIG – Reporting
Reporting is always a hot topic amongst GPUG Members. Participate in this community to share and
learn about reporting tools and best practices.
SIG – Systems Administrators
So you call yourself an administrator? GPUG has a lot of accidental and on-purpose administrators:
People who have a critical role in making Microsoft Dynamics GP run smoothly. Use this community to
connect with other system admins to share experiences and tales from the trenches.
SIG – Upgrading
Part of maximizing the value your company gets from Microsoft Dynamics GP is staying in tune with the
latest features and functions, and taking advantage of them when it makes sense for you. Participate in this
SIG to stay up to date, exchange advice on outline requirements, and learn and share process suggestions
so you can prepare and implement smoothly.
Visit www.gpug.com/engage/sig to join the conversation online and/or sign up for a webinar. GPUG
Share My CodeShare your expertise with the GPUG community! If you have helpful SQL
scripts, report templates, sample workflows, training documents, and/or
testing scripts, please share them here!
Tech TipsDo you have a tip that will help fellow Microsoft Dynamics GP Users? Share
it with the community!
Additional SIG Resources
Q2 2016 | 49
GPUG® reached out to Members on the
GPUG Open Forum to ask about the feature
they’re most looking forward to with
Microsoft Dynamics GP 2016.
Kerry Draper Business Analyst Taos Mountain, Inc.
The most valuable feature for us is the HTML5 web client interface
because we have many Users that do not have access to Internet
Explorer and many others that prefer not to use it.
topicon
...with GPUG Members
1
1
Amber Bell GP Implementation & Training Specialist Training Dynamo LLC
Power BI on the home page!! I love that this is an easier tool for
financial Users to learn as they love Excel already. GPUG
2
2
50 | GPUG Magazine
t t&TIPS & TRICKS
Clean Up Your Inbox Act!Tips to Being More Efficient and Less Stressed About Your Inbox
This content is part of the OneSource Microsoft Tools webinar
series, the goal of which is to spread education regarding Microsoft
technologies to NAVUG Members.
Here’s a quick summary of this webinar; be sure to check it out at
www.gpug.com/inboxcontrol.
If you’re like many people, you may need some inspiration to
clean up your inbox act! To help counter this problem with
productivity, Ginny Ferguson presented a session called Inbox
Overflowing? Take Back Control! based on the popular book, “The
15-Minute Inbox”.
There’s nothing like a fun word equation when trying to change your email habits. Try to implement The
4+1 Action Ds strategy, and you’ll be well on your way to a cleaner inbox!
» Delete It – Ask yourself, do I really need this? Is it part of my job?
» Deal with It – If you can deal with it in less than two minutes, just do it immediately. When you are done
with the message, put it in an ARCHIVE folder or FOLLOW-UP folder if it needs follow-up by you or
delete it.
» Defer It – If it will take longer than two minutes but less than one hour and is part of your job, move it to
your ACTION TODAY folder. If it’s longer than an hour, plan it into your calendar.
» Delegate It – If it requires another’s action, include clear instruction (what, by when, how, next action,
answer to be sent, etc.) and follow-up and archive it.
» Done – Keep moving when you’re processing your inbox. You can’t get distracted by links, attachments,
or even new emails. GPUG
Ginny urges you to think of your inbox as a busy airport terminal. You need to organize it so you can quickly
process the emails and move on. Prepare your terminals and define a strategy to keep that inbox clean!
» Action Today – Emails that require your action as quickly as possible.
» Follow-Up – You are either waiting on someone else’s input, or you need to check progress on an action.
» Read Later – Emails that don’t require action, but you do need or want to read content.
First and foremost, identify the types of email you’re receiving:
» Critical and Urgent – Needs to be addressed immediately.
» Critical and Not Urgent – Helps you to advance your goals, project, or business, and/or required action
is part of your job.
» Not Critical and Urgent – Everything else that enters your inbox and is not critical, but carries a sense
of urgency.
» Not Critical and Not Urgent – Even if you don’t have to act on it, it’s still in your inbox. Delete!
Bonus tip from Ginny!
Schedule 30 minutes per month on filing maintenance, making sure files are still relevant. This helps a ton
in easy placement of emails and access to information.
Q2 2016 | 51
industry showcase
Opening the Lines of Communication
COMM-WORKS, LLC
Plymouth, Minnesota
Comm-Works is a single
source provider for
technology integration
and lifecycle management
services designed to meet
any business need. From
staging and implementation
to support and distribution,
Comm-Works serves the
retail, banking, healthcare,
government, and business
service industries.
MIDCONTINENT
COMMUNICATIONS
Minneapolis, Minnesota
Since 1931, Midcontinent
has focused on one thing:
making sure the people on
the Northern Plains aren’t
left behind when it comes to
the best in communications,
entertainment, and other
technology.
CABLE TELEVISION
LABORATORIES, INC.
Louisville, Colorado
Cable Television
Laboratories, Inc.
(CableLabs) is a non-profit
research and development
consortium that is dedicated
to creating innovative ideas
that significantly impact its
cable operator members’
business.
EATEL
Gonzales, Louisiana
For 80 years, EATEL has
been an important part
of the Ascension and
Livingston Parish, Louisiana
communities. They built
the local phone system and
are still one of the most
innovative communication
companies in the area,
providing an entire suite
of services including TV,
Internet, and phone, and
offering one of the only 100
percent fiber-to-the-home
networks in the country.
PAVLOV MEDIA
Champaign, Illinois
Pavlov Media is the nation’s
largest private provider of
Internet and video services
to off-campus student
housing. They’ve been
building great networks
since 1990 and are
constantly expanding on a
national fiber optic backbone
that connects hundreds of
MDU communities in more
than 40 states.
PAY TEL
COMMUNICATIONS INC.
Greensboro, North
Carolina
Pay Tel’s mission is
to provide innovative
technology solutions to the
confinement industry and
value-added services to
inmates, their families, and
their friends.
IRIDIUM
COMMUNICATIONS
INC.
McLean, Virginia
Iridium Communications
Inc. is the only satellite
communications company
that offers truly global voice
and data communications
coverage. A technology
innovator and market leader,
Iridium, in collaboration
with its vast partner
network, is advancing the
way global enterprises
conduct daily mission-
critical activities through
reliable, low-latency
communications services.
Telecommunications
Communication is at the heart of what telecommunication companies stand for and thrive on. Fiber optics, television, Internet, and technology integration are a few of the services these GPUG® Members offer communities, students, confinement facilities, inmates, and more.
52 | GPUG Magazine
count me in.
This October, Microsoft Dynamics® GP Users will travel from around the world to Tampa, Florida to attend the can’t-miss annual GP conference, GPUG Summit 2016. Over the course of three days, Dynamics GP Users will develop their role, industry, and GP version skill sets and learn real-life applications to deploy back at the office.
Lou Spevack is a Dynamics GP User and Systems Accountant for American Council on Education (ACE). ACE is the nation’s most visible and influential higher education association. ACE represents the presidents of U.S. accredited, degree-granting institutions, which include two- and four-year colleges, private and public universities, and nonprofit and for-profit entities. Spevack will be among those seeking educational experiences unparalleled in the Dynamics GP industry. Spevack first attended GPUG Summit in 2014 and discovered that the community-driven environment leads to a customized conference experience and year-long return on investment.
When facing an organizational challenge with Dynamics GP, ACE has sought answers and solutions on the Expo floor of GPUG
Summit. Spevack considers this compare and contrast approach to solutions during the conference a time saver. “I keep a running list of issues and challenges that I bring to the conference. I network with peers, partners, vendors, and Microsoft Dynamics Support to find solutions and new approaches for the issues on my list,” said Spevack.
The annual conference offers Dynamics GP users a dedicated and organic space to develop professionally within their roles. With credible peer-to-peer knowledge exchange at its core, this conference provides focused learning and networking as users gain instrumental solutions for their everyday Dynamics GP challenges.
In his role at ACE, Spevack has found value in the networking opportunities available during the three-day conference. “I have presented sessions the last two years, and as a result was able to meet many of the people I talk to in GPUG’s online communities throughout the year.”
As for the GPUG Summit 2016 conference, Spevack is looking forward to seeing new features in GP 2016. Count on Spevack to be in Tampa this October!
What advice would you give to someone who has yet to attend GPUG Summit?
“Reserve your hotel room early and wear comfortable shoes. Come with a team because you can’t absorb everything yourself.”
Counting On GPUG Summit16
Lou Spevack Systems Accountant, American Council on Education
Count in. Count On. 10.11-14.16 | www.gpugsummit.com
GPUG®: How did you become owner of Sierra
Workforce Solutions?
Mike Christiansen (MC): While I worked in
various jobs once out of college, I always really
wanted to do my own thing. I bought Sierra in
1997 and have never looked back. It’s a passion of
mine to help and motivate people to work harder
and be more productive. I can do that internally
with my team and externally with our clients. It’s
an interesting line of work to help other companies
optimize their workforce.
GPUG: Has Sierra always focused on time-
keeping solutions?
MC: Before I bought the company, Sierra resold
accounting packages. When I came on board,
we created time-keeping solutions for Microsoft
Dynamics GP.
GPUG: What type of solutions do you offer
Microsoft Dynamics GP Users?
MC: We provide time-and-labor tracking software
as well as the hardware and have recently added
a human resources (HR) module to that. Simply
put, we help companies with job costing, business
intelligence, ACA compliance, scheduling, and
workplace security. All of our solutions integrate
with Microsoft Dynamics GP. We specialize in
integrating data into Microsoft Dynamics GP,
taking employee information from Microsoft
Dynamics GP, and then integrating time data back
to payroll and/or project accounting. We have
options that address the need for cloud and mobile
solutions. A hot topic lately has been scheduling,
and we offer a range of options with flexibility for
skillsets, complex labor rules, and sales volume.
GPUG: What type of companies do your
solutions work well in?
MC: We have a wide range of clients. Size can
vary from five employees to 5,000 employees and
more, often working in multiple locations. So
we have experience with SaaS and on-premises
implementations with a distributed workforce.
We are a perfect fit for any company that needs
time tracking, and, really, most all industries need
support in that area to show productivity and
reduce costs.
For service-oriented companies, it’s especial-
ly beneficial so they can estimate jobs properly
through job costing and show where they’re being
profitable or where they’re losing money.
GPUG: What do your Customers like most
about you and your products?
MC: We save companies a lot of time. Our solutions
are tightly integrated, so it’s seamless for Users.
We pride ourselves on our Customer service and
have a 93 percent retention rate year over year.
We look at ourselves as a payroll Partner, helping
companies get their payroll done on time. If you
think about it, it is the basis of how companies run.
Employees need to get paid and on time. There are
also more and more compliance and reporting
regulations around this area of business put into
place by the government, such as ACA reporting,
so we’ve been helping companies with that lately,
too.
GPUG: What do you have coming up for Users
as related to the release of Microsoft Dynamics
GP 2016?
MC: We’ll keep doing what we’ve been doing. We
take a lot of pride in staying on top of Microsoft
Dynamics GP releases. The team is always working
with our clients and prospects to add functionality
to our integrations. We will continue affiliating
with our main outside vendors, Olympic Systems
Project Cost and KEY2ACT, formerly WennSoft,
to provide tighter and more seamless integrations.
GPUG: Tell us more about those solutions. How
do they extend Microsoft Dynamics GP even
further?
MC: Well, at Sierra one of our overarching goals
is to offer the best products for anyone tracking
hourly employees and needing more enhanced
job costing. Both of these solutions have a long-
established integration with Microsoft Dynamics
COMPANY
Sierra Workforce Solutions
INTERVIEWEE
Mike Christiansen, Owner
WEBSITE
www.sierraws.com
PHONE
916-673-2160
ESTABLISHED
1987
FUN FACT
Mike is restoring his 1969
convertible Mercury Cougar
and enjoys attending car
shows.
ISV Partner Member Since
2012
ISV Partner Solution Showcase
PUG
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54 | GPUG Magazine
GP. They allow us to serve very specific sectors of the workforce
with particular employee job costing needs. KEY2ACT transfers
employee, department, and position data into TimeMaster (our
solution) for Microsoft Dynamics GP payroll and job/cost code data
from KEY2ACT. This enhanced integration allows us to really beef up
our offering to field service workers.
Integrating with Olympic Systems Project Cost allows us to of-
fer very granular job and project costing. Olympic Systems Project
Cost is a full-featured project costing and cost accounting solution
for Microsoft Dynamics GP. It meets all contract accounting require-
ments for government contractors. Our time-and-attendance data
dovetails nicely with Olympic Project Cost, making this partnership
a great match.
GPUG: What do you like most about the GPUG community?
MC: I really enjoy the networking and relationship-building in
general. It’s inspirational to see how the ecosystem works together
and aims to get the most out of Microsoft Dynamics GP. GPUG
“Sierra is not just a timekeeping system for us; it has transformed our reporting,
and it calculates benefits for us so that we can better serve our employees.”
Jean Stevens, Director of Finance and Administration for Evansville Regional Airport
www.reimagine2016.com
Attend the Fall’s Premier Dynamics® GP Partner Training Event“reIMAGINE provided informative sessions across sales, marketing, consulting and developer tracks. We had access to key Microsoft and ISV resources; and last but not least we were able to reconnect with old friends and make new ones too!”
Jeff Pfershy | The TM Group Inc.
Register Now!
Sept 19–21, 2016 | Fargo, ND
Q2 2016 | 55
TrueCommerce
As the number one distributor of bamboo products, Cali Bamboo provides high-quality, sustainable building materials that include bamboo, eucalyptus and cork flooring, recycled composite decking, plywood, fencing, and poles. The company focuses on strategic innovation in the green building space – effectively striving to offer forward-thinking, design-driven building solutions that are simultaneously eco-friendly. Cali Bamboo is now rolling its products out on a national scale and integrating them into large chains, including Lowe’s Home Improvement.
Named to the Inc. 5000 list of the Fastest-Growing Private U.S. Companies for seven years in a row, Cali Bamboo is experiencing tremendous growth at a nearly exponential rate. With that growth have come a few major growing pains, including the necessary transition from manual to automated processing. Mitch West, business systems specialist at Cali Bamboo, explains, “Before we did electronic data interchange (EDI), we were manually transferring files via FTP and simply couldn’t keep up with the rapid increase in transaction volume.” This time-consuming process originally took up an entire 12-hour workday for one employee at Cali Bamboo.
In the midst of this rapid period of growth and change, Cali Bamboo brought Lowe’s on board as a customer – instantly amplifying the volume and complexity of their EDI (Lowe’s requires a large number of varying types of EDI transactions, customized to their specific environment). As Cali Bamboo considered the immediate increase in demand, they knew manual operations simply wouldn’t cut it.
After months of trying to configure a solution to Lowe’s requirements with their original EDI provider, Cali Bamboo began searching for a better alternative. This is where TrueCommerce stepped in – delivering a superior EDI integration solution in a matter of weeks that provided insight for the entire order to cash lifecycle.
“The impact has been profound,” says Chad Coffman, director of IT and business systems at Cali Bamboo. “We’re not only succeeding in transacting with Lowe’s, but we’re now also able to scale as needed, while simultaneously reducing our headcount dedicated to EDI. TrueCommerce simplifies everything down to the right questions and right approaches, enabling us to do just as much as a bigger company in a shorter time frame. This has been a huge win for a company like ours that is smaller but growing very fast.”
In addition to helping Cali Bamboo provide the requisite EDI for big-box retailers, TrueCommerce allows them to sync their two distribution centers to alleviate the manual work involved with sending and receiving transactions across the country. “If we hadn’t found TrueCommerce, we would be adding staff like crazy just to keep up,” Mitch shares. “Our transaction volume has increased at least five times in the past year. Other companies our size have entire teams working on EDI, and here at Cali Bamboo, it’s just me. That’s truly amazing and is a strong testament to how easy the integration is to set up.”
Automating functions with TrueCommerce has opened the door for exciting growth opportunities for Cali Bamboo. “We don’t even know our ceiling yet,” says Chad, “and thanks to TrueCommerce, we can now take on tremendous transaction volume without the growing pains.”
Chad
Coffman,
Director
of IT and
Business
Systems
Mitch
West,
Business
Systems
Specialist
NetStandard
City Wide Maintenance is a facilities maintenance and
management company in the building maintenance industry
with more than 50 years’ experience managing more than
20 facility services, including janitorial services. They have
more than 40 locations throughout the U.S. and have been using
Microsoft Dynamics GP since 2005.
Back in those early days, City Wide made a few rookie
mistakes on their approach with Microsoft Dynamics GP, then
Great Plains. After 10 years of tweaking the system, they ended
up with more than 200 customizations – which brought them
to a screeching halt when faced with solution upgrades. Ken
Miner, director of operations, says, “We finally came to a point
where we were stuck and unable to upgrade at all.”
City Wide was also managing their IT network in-house. Ken
shares, “We’re really great at facility management and helping
our customers, but we’re not so great at network or system
application and administration.” In their search for a hosting
Partner they ran across NetStandard, a firm that specializes in
both Microsoft Dynamics GP and Microsoft Dynamics CRM.
“NetStandard really has it all. They are experts in both
Microsoft Dynamics GP and Microsoft Dynamics CRM as well
as Microsoft Exchange,” says Erin Blair, controller. “Having
someone local that can provide hosting as well as application
development and support has already made a significant
difference for us.”
City Wide began working with NetStandard last August and
is currently in the design phase of the implementation. They
have already converted a third of their IT infrastructure over
to NetStandard, which has resulted in improved end User
experiences and increased uptime at each of their 40+ franchise
locations. “We are highly dependent on a mobile environment,”
Ken explains. “About 80 percent of our workforce spends 80
percent of their day in the field. Needless to say, mobile uptime
is crucial, and NetStandard has helped greatly improve that
uptime for our mobile users.”
NetStandard has also helped City Wide build and design
toolsets to proactively manage their network. “Before, we were
reactive in how we managed our network, and now, I don’t have
to anticipate all the contingencies as we roll out each initiative,”
Ken concludes. “NetStandard is a great Partner in helping us
navigate the project.”
As they complete their implementation project, City Wide
feels grateful to have the right resources available and a more
experienced team by partnering with NetStandard.
Ken Miner,
Director of
Operations
Erin Blair,
Controller
®
CHAPTER SPONSOR
56 | GPUG Magazine
Annual Sponsors Promotional Sponsors
®
Paperless ERP for Microsoft Dynamics
For information regarding sponsorship opportunities, please email [email protected]
Thank You to Our Chapter Sponsors
CONTACT US TODAY
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SHARE the benefits of the GPUG Community with your network of contacts by referring them for membership! It’s easy to participate:
Visit www.gpug.com/membership/mgam and log in
Complete the form (it will only take a minute)
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123
58 | GPUG Magazine
Industry.......................Page 60
Horizontal....................Page 64
Services.......................Page 73
Table of Contents
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 [email protected].
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!
The List MOBILE Solutions at your fi ngertips
thelistmobile.comSearch for the products and services you need
with the Mobile version of The List!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
60 | GPUG Magazine
Construction
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489 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/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
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.
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 Cloud AP Invoice, Requisition, PO, Contract & Expense Reporting Solution One spend management platform for generating savings from any device.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
eRequester by Paperless Business
Systems http://spendwise.ly/eRequester-2015 206-256-0771 ext. 123 eRequester Industry leading web procurement, expense management, inventory & receiving, and business intelligence. Top rated & trusted for over 16 years.
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.
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.
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
IND
US
TR
Y
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.
C hemicals
BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/overview.aspx • 949-583-1646 ext. 266 BatchMaster Manufacturing for Microsoft Dynamics GP Our formula based, process manu-facturing application is directly em-bedded within MS Dynamics GP. It offers R&D Lab, Formulation, Quality, Production, Compliance, Costing, Planning, Scheduling, Warehousing, 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.
Churches and Ministries
BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
Industry
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2 2016 | 61
Nodus Technologies, Inc.
http://www.nodus.com/epay_advantage.html • 909-482-4701 ePay Advantage with PayFabric 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 with PayFabric 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.
Nodus Technologies, Inc. http://www.nodus.com/products.html 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.
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.
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.solverglobal.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.
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.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Food/Beverage industry.
BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/overview.aspx • 949-583-1646 ext. 266 BatchMaster Manufacturing for Microsoft Dynamics GP Our formula based, process manu-facturing application is directly em-bedded within MS Dynamics GP. It offers R&D Lab, Formulation, Quality, Production, Compliance, Costing, Planning, Scheduling, Warehousing, 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.
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
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.
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.
WithoutWire www.withoutwire.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.
Government Contracting
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489 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
Binary Stream http://www.binarystream.com/GP-HMM 604-522-6300 Healthcare Materials Management (HMM) Optimize materials management and streamline your consumption-based supply chain management.
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 the document manage-ment solution for Dynamics SL and GP with integrated OCR and AP workflow. Increasing productivity-reducing paper. The integration is the difference. Visit www.compinfo.com.
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
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.
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Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management.
High Tech and Electronics
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
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
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
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.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in both process & discrete manufacturing.
BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/overview.aspx • 949-583-1646 ext. 266 BatchMaster Manufacturing for Microsoft Dynamics GP Our formula based, process manu-facturing application is directly em-bedded within MS Dynamics GP. It offers R&D Lab, Formulation, Quality, Production, Compliance, Costing, Planning, Scheduling, Warehousing, and more.
Bond Consulting Services
http://www.BondConsultingServices.com 562-988-3451 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.
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is the document manage-ment solution for Dynamics SL and GP with integrated OCR and AP workflow. Increasing productivity-reducing paper. The integration is the difference. Visit www.compinfo.com.
Data Masons Software
http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
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.
Manufacturing Resource
Partners http://www.mrpconsulting.com • 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and operations management experience.
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.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
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 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.
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.
WithoutWire www.withoutwire.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.
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
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.
BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
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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 the document manage-ment solution for Dynamics SL and GP with integrated OCR and AP workflow. Increasing productivity-reducing paper. The integration is the difference. Visit www.compinfo.com.
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489 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.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
Pharmaceuticals
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Pharmaceutical & Medical industries.
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 cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Property Management
Binary Stream http://www.binarystream.com/GP-PM 604-522-6300 Property Management (PM) Property Management is the only fully integrated lease manager in GP. Manage your commercial, retail and large residential leases with ease.
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.
Real Estate
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.
Retail
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.
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.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
Social Services
BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
Software
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Transportation
Selective Software Inc. http://www.selectivesoftware.com 421-369-0480n Transit SoftwareIntegrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.
Warehouse Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable & highly con-figurable WMS designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in advanced distribution solutions.
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.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot se-rial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.
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Accounting
Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER 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.
Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.
Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS 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.
BlackLine https://www.blackline.com/finance-controls-and-automation • 818-223-9008
NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.
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/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool au-tomatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.
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 work exactly the way you want and need it to!
Analytics
DataSelf http://www.dataself.com • 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drive-train means SMB value out of the box.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 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 Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.
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
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Automation
Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER 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.
Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.
Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS 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.
BlackLine https://www.blackline.com/finance-controls-and-automation • 818-223-9008
NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.
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
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes
Corporate Renaissance
Group http://www.crgroup.com/budgeting 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.
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.solverglobal.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.
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CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes .
DataSelf http://www.dataself.com • 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drive-train means SMB value out of the box.
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 BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com
Solver http://www.solverglobal.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 automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
Enliven Software http://enlivensoftware.com/Products/Accounts-Payable • 866-439-5884 ext. 1
NEW: Fidesic AP - Web-Based Invoice and Payment Approval Workflow System A powerful web-based invoice/payment approval management system designed to work specifically with Dynamics GP. Features OCR and ACH fulfillment
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.
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
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 MICR check and forms printing software solution with automatic signatures on checks. Designed to 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 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.
Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Binary Stream http://www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Gain control and flexibility of your deferrals. Comply & automate revenue recognition in accordance to IFRS, FASB, GAAP standards with ARED.
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.
Integrity Data http://www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool au-tomatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.
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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.
Contract/Project Management
Ariett http://www.ariett.com • 781-826-1120 Cloud Contract Management for Vendors, Capital Projects and Budgeting with Requisition/Invoice Tracking on Any Device Manage contracts/capital projects, commitments, dates & change orders.
Credit Card/Check Processing
BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of differ-ent EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.
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.
k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Azox CCE Secure, PA-DSS ACH/credit card solu-tion 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 with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & 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.
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.
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 Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.
Data Management
Corporate Renaissance Group http://www.crgroup.com/changer 613-232-4295 CRG Changer Quickly & easily change, merge & combine your codes & data in GP. Changer is trusted by thousands of organizations, supports 3rd party tables & is completely flexible - ensuring GP operates at optimum efficiency.
Distribution
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.
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.
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 the document manage-ment solution for Dynamics SL and GP with integrated OCR and AP workflow. Increasing productivity-reducing paper. The integration is the difference. Visit www.compinfo.com.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
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.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.
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.
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MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document 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
Clarity Ventures
http://www.partnerchannelclarity.com 800-928-8160 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 A versatile, integrated B2B, B2C and Sales Portal eCommerce solution deployed in our PCI DSS certified cloud or on premise. Built-in CMS with SEO, responsive design, multilingual/multicurrency.
Nodus Technologies, Inc. http://www.nodus.com/estore_solution_stack.html • 909-482-4701 eStore Solution Stack with PayFabric 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.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
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/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.
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.
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.
Equipment Maintenance
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Expense Solutions
Ariett http://www.ariett.com • 781-826-1120 Cloud Expense Reporting Solution with Corporate Credit Cards, Travel Approval, Receipt Capture and Mileage Calculator on Any Device Empowers employees to submit ex-penses on the go & stay within policy.
DynamicPoint http://www.dynamicpoint.com • 844-396-7647 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reim-bursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!
eRequester by Paperless Business
Systems http://spendwise.ly/eRequester-EM 206-256-0771 ext. 123 eRequester | EM Use eRequester Travel & Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while mak-ing credit card reconciliation a breeze!
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card inte-gration, workflow, multi-currency, VAT support, electronic receipts and more.
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
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.
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Field Service Management
FieldConnect, Inc.
http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.
Shining Brow Software http://Shiningbrow.com • 414-258-3400
NEW: The Service Manager Solution for field service organizations that install, service, and maintain equip-ment. Track customers, equipment, contract data and service history. Schedule work & integrate your field staff with our Mobile client.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWireTM Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect .
Financial Services
BlackLine https://www.blackline.com/finance-controls-and-automation • 818-223-9008
NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.
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.
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
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.
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.
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 after the initial installation.
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.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.
HR Management
Corporate Renaissance
Group http://www.employee-performance.com 877-711-0367 CRG emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX. Online performance reviews, 360° assessments, goal management, suc-cession planning, pay-for-performance, reporting & social feedback.
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.
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.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.
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 work 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.
Inter-company Processing
Binary Stream http://www.binarystream.com/GP-MEM 604-522-6300 Multi-Entity Management (MEM) Eliminate the need for creating manual intercompany journal entries. Operate from one database by consolidating multiple entities to one.
Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner Trying to manage multiple companies in Dynamics GP? Easily combine com-pany databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner .
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 WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.
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.
Invoicing Enhancement
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.
Binary Stream http://www.binarystream.com/GP-ARCB 604-522-6300 Advanced Recurring Contract Billing (ARCB) Automate & manage cyclical and sub-scription based billings with Advance Recurring Contract Billing. Maintain complete accuracy processing hundreds of thousands of invoices in minutes.
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DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 844-396-7655 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.
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.
Nodus Technologies, Inc.
http://www.nodus.com/epay_advantage.html • 909-482-4701 ePay Advantage with PayFabric 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.
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 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.
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.
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.
Multi-Entity Management
Binary Stream http://www.binarystream.com/GP-MEM 604-522-6300 Multi-Entity Management (MEM) Operate from one database by consoli-dating multiple entities with Multi-Entity Management. Save time and money by updating records only once and experience truly centralized processing.
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 Cloud AP Invoice Solution with Document Automation, Budget Checking, GL Distributions, Intercompany, Tax Allocations, Multicurrency and 1099 One-step, paperless AP processing with approval workflow, on any device.
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.
BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of differ-ent EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
DynamicPoint http://www.dynamicpoint.com/ • 844-396-7654 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!
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.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.
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 MICR check and forms printing software solution with automatic signatures on checks. Designed to 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.
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BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of differ-ent EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 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.
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.
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.
Integrity Data http://www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.
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 work 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.
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.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.
Portals
DynamicPoint http://www.dynamicpoint.com • 844-396-7647 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
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 Cloud Requisition, PO, Invoice and Contract Solution with Catalogs, cXML Punch-out and Budget Checking on Any Device Empowers employees to generate savings from any phone/tablet/laptop.
DynamicPoint http://www.dynamicpoint.com • 844-396-7653 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!
eRequester by Paperless Business
Systems http://spendwise.ly/eRequester-eProcurement • 206-256-0771 ext. 123 eRequester eRequester e-procurement is top rated for ease-of-use & time-to-value. Top features: Approval Workflow Engine, PO, RFQ, Punchout, Inventory, & Expense Management. Trusted for over 16 years.
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.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
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.
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 • 844-396-7652 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!
eRequester by Paperless Business
Systems http://spendwise.ly/eRequester-PO 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals, POs, Punchout, budget tracking and more. Powerful spend management tools for improving efficiency & visibility.
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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
Binary Stream http://www.binarystream.com/GP-ARCB 604-522-6300 Advanced Recurring Contract Billing (ARCB) Automate & manage cyclical and sub-scription based billings and more. ARCB supports metered, consumption, tiered pricing and min/max amounts – all at the line item level.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.
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 with PayFabric 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 BALANCER - Balance Sheet Reconciliation Software BALANCER 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.
Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS 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.
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.
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes .
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. 2336 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.solverglobal.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.
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. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.
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.
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.
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Sales Tax
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
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.
Scheduled Maintenance
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
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 WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.
Data Masons Software
http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
Halo BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com
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.
System Enhancement
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 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
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.
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.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
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.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/manager self-service for CAD payroll.
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
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.
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.
Travel Expense Management
DynamicPoint http://www.dynamicpoint.com • 844-396-7650
NEW: SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reim-bursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while mak-ing credit card reconciliation a breeze!
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Workflow / Notifications
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 • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.
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.NET Development
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
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!
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.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!
Azure Managed Cloud Services
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!
Business Portal Development
DynamicPoint http://www.dynamicpoint.com • 844-396-7647 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
Cloud Computing
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to deliver-ing private ERP & CRM cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 15 years.
Myappsanywhere
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere delivers an integrated suite of cloud-based Microsoft Dynamics and ISV applications, including 99.999% uptime, customizations and secure storage in its privately owned, SSAE 16 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!
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 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!
Custom Development
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
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.
Services
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docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
DynamicPoint http://www.dynamicpoint.com • 844-396-7648 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.
Enliven Software http://enlivensoftware.com/Products/Accounts-Payable • 866-439-5884 ext. 1
NEW: Fidesic AP - Web-Based Invoice and Payment Approval Workflow System A powerful web-based invoice/payment approval management system designed to work specifically with Dynamics GP. Features OCR and ACH fulfillment
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.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.
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.
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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
DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed GP enhancements/integrations/upgrades supported 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.
Implementation Services
Bond Consulting Services
http://www.BondConsultingServices.com 562-988-3451 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.
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
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.
Ma nufacturing Implementation & Consulting
Manufacturing Resource
Partners http://www.mrpconsulting.com • 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and operations management experience.
Marketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com614-453-5927Cost-effective Marketing Solutions for Microsoft Dynamics PartnersAward-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics 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
OnDemand 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 toexpand your offerings. 25+ yrs.
Sales Tax Management Service
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 • 844-396-7647 Exclusive Source for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
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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