By Dave Packard with Cargas Systems One of the many new features in Microsoft Dynamics CRM 2015 is the introduction of the rollup field. This allows a single field to sum the combination of related records such as the total revenue for opportunities or the total number of quotes created for an account. This had [...]
At the Intacct Advantage conference last November they were talking about Accountants as Superheroes. The premise was that Intacct made Accountants Superheroes. I found this very amusing at the time and didn’t think much more of it after that. As an Accountant myself I always felt our knowledge and skills were under appreciated, but Superhero? [...]
Dressing Up Lulu's Outdated Accounting System Customer: Lulu's Location: Lulu’s Chico, California Solution: Sage Intacct Founded in 1996 as a mother-daughter dream, Lulu*s started as a single brick and mortar store in Chico, California. Their vision: to meet the needs of customers looking for high quality, fashionably hip—yet affordable—clothes [...]
Keystone Novelties Increases Sales Sites by 47% and Eliminates Excel Spreadsheets with Microsoft Dynamics 365 CRM Customer: Keystone Novelties Location: Lancaster, PA Solution: Microsoft Dynamics 365 CRM In 2012, Jack May (Managing Director) and his partner acquired Keystone Novelties, LLC, a leading Pennsylvania seller of fireworks. Formerly a division of [...]
Scrooge called. He wants his general ledger back. Accountants, rejoice! Cloud accounting has finally arrived. And the trusty old general ledger is finally evolving. True, most businesses computerized their general ledgers years ago. But those early versions were not much more than a digital adaptation of Scrooge’s manual ledger. Sure, you [...]
1. Is your software publisher taking too long to release new versions of your business software? There’s a difference in economics between purchased software and software as a service. With software in the cloud, the publisher needs to earn your business every day because you can always decide not to renew your subscription. So cloud [...]
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 [...]
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 [...]
This article applies to users who originally implemented Dynamics GP 9 or earlier, are currently running version 10 or higher, and have not implemented the standard Dynamics GP Roles and Tasks for their user security. This article focuses on changes made to GP security and the benefit of converting to the new security model. Still not [...]
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 [...]
By Anthony N. Verrecchia, Cargas Systems In the not-so-distant past, it was relatively easy to determine if a company needed to collect sales tax from its customers. Usually, a physical office location in a single state meant that companies needed to collect tax in their home state only. Times have changed and so have tax [...]
Year End can be an overwhelming time of year as it relates to accounting processes and software updates. As your Dynamics partner, we are here to help you through it! We have compiled some of the most critical information and timelines for the coming months in this email. If you would like to schedule a [...]
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, 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 [...]
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 [...]
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, [...]
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 [...]
“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 [...]
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 [...]
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 [...]
By Dave Packard – Cargas CRM Consultant Of all the new features in CRM 2013 the one that is quickly becoming my favorite is the Business Rule functionality. When I first started trying a few Business Rules I could see how they could be useful but they seemed rather limited. But the more I work [...]
By Dave Packard – Cargas CRM Consultant With the dawn of Microsoft Dynamics CRM 2013 came the release of Microsoft’s own apps for CRM. There is one for smartphones and one for tablets. And while apps are nothing new for Dynamics CRM, since Resco and CWR are third party ISVs who have had robust apps [...]