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Microsoft CRM 2015 Universal Search & Advanced Find Improvements

January 13th, 2015|Microsoft Dynamics 365 (CRM)|

By Dave Packard with Cargas Systems With the release of Microsoft Dynamics CRM 2015 at the end of November 2014 all online users can choose a date, within a timeframe, when they want to have their system upgraded. If you haven’t done so already I encourage you to schedule your date or at least confirm the [...]

Microsoft CRM 2015 Upgrade Checklist

January 12th, 2015|Microsoft Dynamics 365 (CRM)|

By Dave Packard with Cargas Systems Microsoft Dynamcis CRM 2015 is here and all online customers are set to receive this update over the coming months (if they haven’t done so already). Here is a basic checklist of things to do both before AND after the upgrade. These can also apply to on-premise customers going [...]

Key Cloud Accounting System Features For Scalability

January 6th, 2015|Intacct|

Cloud accounting software can be a powerful tool for mid-sized organizations. Taking this next step beyond a traditional software suite such as Quickbooks or an on-site enterprise solution such as Sage can help savvy CFO’s manage complexity, increase efficiency and drive business growth. The right software can help you understand not just the basics of [...]

Cloud Accounting Advantages That Empower Business Growth

January 5th, 2015|Intacct|

To help offset the many issues that arise from traditional on-site software, many smart businesses are discovering the benefits of cloud accounting software. This is a new way of thinking about financial management and it can empower growth-oriented CFOs to transform mid-market organizations. Web-based accounting software is typically affordable relative to the ROI it can [...]

Intacct 2015 New Software Features – Winter Update Preview

December 29th, 2014|Intacct|

Intacct’s winter software release, which will be released in February of 2015, aims to improve the ease of use for end-users, consultants and developers. You’ll see really smart features and enhancements in different areas of your company, some small and to the point, and others with a huge impact.  Take a look: Accounts Payable and [...]

Making The Grade With Cloud Accounting

October 16th, 2014|Intacct, Success Stories|

Applied Educational Systems, Lititz, PA Solution: Intacct Cloud Accounting Helping Educators Spend More Quality Time with Their Students Applied Educational Systems, Inc. (AES) provides digital curriculum resources for Health Science, Business, and Computer Applications educators in 43 states. The company offers online multimedia content for students, lessons plans, quizzes, [...]

How To Setup Document Attachment with E-mail in Microsoft Dynamics GP 2013 R2

October 7th, 2014|Microsoft Dynamics GP|

By  Wendy Johnson – Microsoft GP Consultant One of the best new features about Microsoft Dynamics GP R2 is Document Attachment. This feature allows users to attach multiple documents to master records and transactions. These can be documents like terms and conditions, contracts, ACH authorization, PO acknowledgement, etc. Whether documents are unique to each customer [...]

Microsoft Dynamics CRM 2015 New Software Features

September 24th, 2014|Microsoft Dynamics 365 (CRM)|

Microsoft Dynamics CRM 2015, which will be released in the fourth quarter of this year, aims to improve collaboration between sales and marketing teams, and eliminate redundant efforts. Dynamics CRM 2015 also promises to give sales and marketing professionals the tools they need to deliver outstanding customer experiences. Let’s take a look at some of [...]

Copy/Paste from Excel to Dynamics GP Journal Entry

September 19th, 2014|Microsoft Dynamics GP|

By Connie Shreiner – Cargas Consultant GP 2013 R2 cool new Feature: If you are still using spreadsheets for accounting, here is a time saving feature to enter information right from Microsoft Excel into Dynamics GP. 1. You need a 4-column spreadsheet in the following format: 2. Highlight the information underneath the column headers and [...]

How To Setup Microsoft CRM Dashboards—Tutorial

September 19th, 2014|Microsoft Dynamics 365 (CRM)|

I love shopping. Ok, that is a lie, but I do love the simplicity of one-stop shopping. Getting my groceries, cleaning supplies, paper products, and new 55” HDTV from one store makes life a little easier, if not a little more enjoyable. In Microsoft Dynamics CRM, having one location to see all my activities, leads, [...]

Microsoft advises Dynamics GP payroll users on ACA compliance with GP 2013, GP 2015

September 19th, 2014|Microsoft Dynamics GP|

The next year end updates for Microsoft Dynamics GP 2013, along with the upcoming GP 2015, will include support for the generation of two new forms mandated by the US government as part of the Affordable Care Act (ACA). But experts say GP payroll’s standard capabilities won’t get organizations into full compliance with reporting or allow them [...]

Application Suites vs. Best-of-Breed Cloud Solutions

August 20th, 2014|Intacct|

“For CFO’s, controllers, and other finance leaders, suite solutions versus best-in-class software is a well-established and long-running parley. Many leading organizations are left to wonder whether they would be most successful choosing a suite of products from a single vendor, or using a combination of best-in-class products from several industry leaders. At Intacct, our choice [...]

Cargas Systems Named Intacct Partner Of The Month

June 27th, 2014|Intacct, News|

Cargas Systems, an employee-owned business software and consulting company specializing in cloud accounting, ERP, CRM and custom development, has been recognized as the Intacct Partner of the Month for May 2014 by Intacct Corporation, the fastest growing provider of on-demand financial management and accounting software. As an Intacct Partner since December 2011, Cargas Systems has [...]

Intacct Performance Cards Financial Metrics

June 25th, 2014|Intacct|

Intacct Performance Cards are dashboard reporting insights for key financial metrics that are important to you.  Performance cards provide your organization with the numbers that matter in real-time, coming straight from your financial system and source data. Improve organization-wide insight. Performance Cards are easy to create and can be tailored to each individual’s needs. Monitor [...]

Cargas Systems And Vertex SMB Announce Partnership

June 25th, 2014|News|

Cargas Systems, the software and consulting company specializing in cloud accounting, enterprise resource planning (ERP), customer relationship management (CRM) software and custom application development, today announced a partnership with Vertex SMB, the primary sales and use tax solutions provider for small and medium-sized business. Built on industry-leading Vertex software, Vertex® SMB TaxCentral offers small and [...]

7th Annual Cargas Spring Rendezvous Raises Funds For Milagro House

June 11th, 2014|News|

The 2014 Spring Rendezvous event was a success for Milagro House, which received a $17,000 check from the Cargas Systems fundraising team. Each year Cargas selects a local non-profit organization as it’s charity of choice. The event gives employees, family, friends and members of the community the opportunity to get together and enjoy a night [...]

Cargas Named Bob Scott’s Insights Top 100 VARs for 2014

June 11th, 2014|News|

Cargas Systems has been named to the Bob Scott’s Insights Top 100 VARs for 2014. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. “We want to congratulate this year’s class of Bob Scott’s Top 100 VARs,” said Bob Scott, executive editor [...]

Cargas Systems Adds Capacity for Dynamics GP and WennSoft Job Cost

April 8th, 2014|News|

As a result of reorganizing our business units Cargas Systems now has additional capacity available in the Dynamics GP Inventory, Distribution, Manufacturing and the WennSoft Job Cost software areas. James D. Batty, CPIM Jim has over 30 years of manufacturing industry experience implementing ERP & Manufacturing systems. During this time he has worked in various [...]

Cargas Systems named Bicycle Friendly Business

February 18th, 2014|News|

Lancaster-based Cargas Systems was recently named a “Bicycle Friendly Business” by the national League of American Bicyclists. The bronze-level designation recognizes Cargas for encouraging its employees and others to ride bicycles to work and in the community. Cargas, a software development and consulting company, has a core group of employees who ride to work, has [...]

The Professional Services Tools Library – Part 2

January 24th, 2014|Microsoft Dynamics GP|

By Wendy Johnson – Cargas Consultant Last October 2013 we covered the tools that are included in the Professional Tools Library. There are additional tools that are available for individual download. Tools are pre-written processes that support specific tasks. How would you like to be able to determine when a payroll rate, benefit or deduction [...]

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