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Technically Speaking
World-class insights from Gross Mendelsohn's technology consultants for executives, IT managers, and everyone in between.
ERP and CRM Systems | Service Businesses
With the globalization of business, you’ll want a source of dependable revenue management to avoid economic mishaps in your service organization. Raise your hand if you use multiple spreadsheets to track financial data. You’re not alone. In this day and age, revenue management can no longer live in spreadsheets.
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
Business owners continue to learn the importance of going on the offensive to fend off cyber attacks. Unfortunately, many learn the hard away — after they’ve experienced a costly attack. With a slew of cyber security products hitting the market over the last few years, it’s hard to know which ones to select for your business. I’m here to fill you in on one of my favorite security tools.
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Designing, manufacturing, distributing and selling a high-quality product doesn’t happen by accident. It requires a company-wide commitment to enforce policies and standards. NetSuite’s Quality Management solution is designed to help manufacturers deliver the highest-quality products with minimal overhead regardless of the size and complexity of business and product line. Specifically, NetSuite helps manufacturers define inspection plans, pass/fail criteria and collect results — all in real-time.
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ERP and CRM Systems | Manufacturing & Distribution
Without a doubt, scheduling is one of the most complex functions within a manufacturing business. For years, the challenge has always been to find a solution that has the complexity to achieve the desired results while still being user friendly. Let’s pull back the curtain on a feature-rich scheduling tool built with manufacturers in mind.
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
Another malicious cyber attack was reported just before the July 4 holiday weekend. This one hit close to home here at Gross Mendelsohn. Before I go into the details, rest assured that we were not affected. This massive ransomware attack is one of many recent incidents that provides further proof that every business needs to take cyber security seriously, and put measures into place to prevent a disastrous attack.
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Looking to enhance project management for your service business? Good project management helps you improve oversight of your operations and maintain tighter control of project accounting. It provides key insights and helps you understand the true costs of the services you render and get an accurate and detailed view of profitability. Sound good? NetSuite Project Management is a tool that’ll help you do those things. Let’s look at what it offers to service businesses.
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When’s the last time you took a long, hard look at your business’s ecommerce platform? Your customers are using it every day. If they’re not having efficient, personalized experiences on your ecommerce site, you could be leaving money on the table. A seamless, easy-to-use ecommerce platform, quite simply, can help your business sell more product, keep customers happy, and fulfill orders accurately and efficiently. There’s nothing more frustrating as a customer than dealing with a disjointed order management system and being unable to see inventory in real-time. Those failures lead to brand discontent, business efficiency and frustrated customers.
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Manufacturers and distributors know how critical inventory management is. In fact, manufacturers and distributors who maintain proper inventory levels often enjoy increases in sales. Knowing how much inventory you have, how much you need for future sales and how to account for anomalies helps you plan for demand. Good demand planning solidifies how much product to manufacture, how much raw materials to keep on hand, and how much to ship to different locations. Likewise, distributors must forecast customer demand. All of that is easier said than done, but there are tools to help you sharpen your demand planning.
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Cyber Security | Government Contractors
Cyber security breaches are on the rise and there’s no clear end in sight. Breaches today are affecting businesses of all shapes, colors and sizes. Government contractors in particular are under increased pressure to demonstrate the cyber security measures they have in place. That’s because government contractors who fail to meet cyber security requirements will be ineligible for certain contracts.
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For thriving service companies, the right enterprise and business software can make all the difference between maintaining the status quo and scaling up to the next level. Progressive and innovative service companies are looking to create new business models that disrupt the status quo. Here’s how they do it.
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It’s all over the news: the Colonial Pipeline, JBS meat company and Massachusetts Steamship Authority have all been struck down by crippling ransomware attacks. Let’s look at why these cyber attacks are happening and, more importantly, what you need to do to safeguard your business from an attack.
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Service Businesses
Cyber attacks continue to be on the rise. That's why organizations are turning to new safeguards to protect their business, and their wallet, from the expense of a cyber attack.
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We’ve been deep in this new realm of remote work for more than a year now. Zoom, Microsoft Teams, Slack, GoToWebinar and virtual whiteboards are our daily norm. While software tools often get all the glory because of impressive user interfaces, fun virtual backgrounds and a constant flow of new features, let’s not forget about what powers those tools — hardware. I’m here to pull back the curtain on several tech innovations that will make your organization’s remote users more efficient than ever.
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Cloud Productivity and Collaboration | ERP and CRM Systems | Manufacturing & Distribution
As your manufacturing or distributing business begins to take off, your main objective is to elevate productivity across your organization. You want your team to streamline lead-to-cash processes so they can improve sales performance through forecasting, upselling and outlining commission management like a pro. Successful companies adapt to their customers’ needs. Where possible, they replace manual processes with automated ones to improve responsiveness. Does your team have the right solution in place?
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Cloud Productivity and Collaboration
Cloud hosting is all the rage. Chances are, some aspect of your organization’s technology lives in the cloud. But what does “cloud hosting” mean, and what do you need to know to evaluate whether it’s a good option for your business? One popular cloud host got some unwanted attention recently when they booted a social media platform whose conservative leanings were not to their liking. The social media platform went offline abruptly and scrambled to find a new host. This caused a media stir amidst the trend of “cancel culture” and prompted many business owners to ask, “Could that happen to me?”
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Looking for a way to make expense reporting a breeze, even with employees working outside the office? We’re investigating how the Gorilla Expense app integrates with Microsoft Dynamics GP, making it an easy, seamless and scalable solution for businesses of all sizes. This expense reporting method provides a smooth and automatic integration with Dynamics GP, as their proprietary integration software makes magic happen with the click of a button.
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The first product update for Sage 300 2021 is here, and it has some nifty features that you’ll want to take advantage of to improve your tax reporting. Let’s take a look at what’s new in this latest software release.
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One of the latest features to be released in Sage 300 2021 is the ability to accept payments through online service providers such as PayPal and Stripe. This seamless process will ensure your customers can pay you effortlessly through a trusted provider. Let’s take a look at how this works and how you can connect to a payment provider to jumpstart the process!
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Cloud Productivity and Collaboration | ERP and CRM Systems | Manufacturing & Distribution
Successful businesses often share these common traits: they efficiently manage fulfillment, eliminate manual work and manage only by exception. As customer expectations and supply chain complexity continue to rise, it is more critical than ever to deliver the perfect order. So, how does this happen efficiently and profitably?
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If you haven’t heard the news, there is a major zero-day exploit quickly spanning the globe. A zero-day exploit is an advanced cyber attack that exposes a vulnerability in software/hardware, which can create a series of complications before it is detected. Until the vulnerability is remediated, hackers can exploit it affecting your data and network. The most recent exploit is targeting local installations of Microsoft Exchange. Once attackers find a vulnerable Exchange server, they gain a foothold on that server and attempt to mine your data.
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Cloud Productivity and Collaboration | ERP and CRM Systems
One of the coolest features of NetSuite is the ability to add custom fields and customize forms throughout the system – with no coding or programming required! Let’s take a deeper look at this unique feature.
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Cloud Productivity and Collaboration | Manufacturing & Distribution
As your manufacturing and/or distribution business grows, it’s common to feel overwhelmed with increased orders and pressure from growing prospects. Today’s business environment demands efficient, transparent and automated order fulfillment. It’s what differentiates your business and creates loyal customers who buy more and become brand advocates. NetSuite Order Management enables you to meet and exceed rising customer expectations for quick, accurate order fulfillment, while profitably scaling your business. Let’s explore how you can grow and organize your business with NetSuite Order Management.
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.NET 5 has hit the scene and I have mixed feelings about it. Microsoft introduced .NET Framework in 2002 for developers to create programs to run on Windows. Since then, many alternative computing platforms have gained significant use including Linux, macOS and other Cloud and mobile platforms.
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Healthcare organizations are in a global state of emergency - not only due to the pandemic, but because hackers are targeting their cyber security shortcomings. Numerous studies show that the healthcare industry is the biggest target for hackers. Organizations that fall victim to a cyber attack could face hefty fines and significant reputation damage. Not only that, but your patient data could also be compromised, putting their information in the hands of a malicious hacker. I recently partnered with my colleague Steve Rutkovitz from Choice Cybersecurity to identify the current threats healthcare organizations are facing and how to minimize the risk of an attack in the future. Let’s jump in and explore the five-step process for how to take your HIPAA security to the next level and achieve true cyber health.
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ERP and CRM Systems | Manufacturing & Distribution
Has your manufacturing or distribution business hit a lull due to inventory control challenges? You’re not alone. I’ve been on the search for a tool that provides a single, real-time view of items, inventory and orders across all selling channels enabling businesses to fulfill orders quickly and accurately. That’s when I came across NetSuite’s award-winning inventory software, which allows your entire company to operate under one cloud-based integrated solution. So, what’s so special about this system?
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Cloud Productivity and Collaboration | ERP and CRM Systems
Looking to run your business more effectively? We’ve found that some built-in reports aren’t enough, which is why we turn to more powerful tools like Sage Enterprise Intelligence (SEI). SEI can convert all the data going into your Sage 300 system into actionable insights to run your business more efficiently. Here are four key benefits you should take advantage of when it comes to this robust and agile business intelligence reporting tool.
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‘Tis the season! But we’re not talking about holiday gifts, hot chocolate or cookies. It’s that time of year when Microsoft Dynamics GP users search for help with year-end closing procedures. We’ve got the guidance you’re looking for, in five simple steps.
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Cloud Productivity and Collaboration | ERP and CRM Systems
As the year comes to a close, we are all looking to brighter days ahead of us. 2021 seems like a glimmering opportunity after the rollercoaster ride 2020 provided us.
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Cloud Productivity and Collaboration | ERP and CRM Systems
Out with the old, in with the new! Sage 300 2021 is now available and it includes all the bells and whistles to streamline invoice and payment processing. Let’s jump in and explore what this new release has to offer!
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It’s that time of year! Microsoft Dynamics GP users are on the lookout for the annual year-end update. The 2020 year-end update is now available for Microsoft Dynamics GP 2016 and later.
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It’s no coincidence that the software that allows you to manage all key business functions has a strong appeal for marketers. With marketers in mind, NetSuite combines marketing, sales, service and accounting in one unified cloud platform, making it easy to get a real-time, 360-degree view of customers and prospects. In NetSuite, the data for all your sales and marketing functions reside within one database and does not require a single software integration. Most customer relationship management (CRM) and service systems, for example, require an integration with your accounting system - but that’s not the case with NetSuite.
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When bank statements and canceled checks arrive each month, they set off a tedious and time-consuming bank reconciliation process. The good news is that this process just got a lot faster and easier with the new Electronic Bank Feeds functionality in Sage 300 2020.2. So how will this new, faster process make a difference in your monthly accounting procedures? I’ll break it down for you!
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Manufacturing & Distribution | Nonprofit | Service Businesses
Did you know that October is National Cyber Security Awareness Month? I don’t think it’s a coincidence that this event occurs during the same month as Halloween - it’s a scary topic! Let’s review some of our team’s best practices, tips and “tricks” to keep your organization from experiencing something that goes bump in the night.
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Hot off the press! Microsoft just released the newest version of Dynamics GP. Microsoft has moved GP into the Modern Lifecycle meaning that to stay current on GP, you should plan on installing at least one service pack per year. There will no longer be “major” releases of GP as there were in the past. Moving to the new lifecycle means that you get new features faster and that those major upgrades can be handled much more quickly – as long as you stay current.
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Cloud Productivity and Collaboration | ERP and CRM Systems
NetSuite’s Fixed Assets Management provides you with the power to eliminate spreadsheets and manual effort from your company’s asset and lease management processes. Today, I’m breaking down how easy it is to navigate this module in five simple steps. Let’s jump in!
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Reports show that government contractors are one of the largest targets for hackers. Businesses that fall victim to a cyber attack could face loss of contracts, reduced funding, significant reputable damage or substantial recovery fees. Most government contracts require FISMA (Federal Information Security Management Act) and NIST (National Institute of Standards and Technology) compliance to prevent security and cyber breaches.
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Whether you are a single site skilled nursing facility or a retirement community with hundreds of buildings, your purchase-to-pay process could probably use some fine tuning and automation. Perhaps it’s even in need of a complete overhaul. If you are looking to get the most out of your purchasing and invoice process, then you’ve come to the right place. We'll use one of our favorite solutions, PointClickCare, as a model for this process.
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Cloud Productivity and Collaboration | Home Cyber Security
If you were fortunate, you were able to pivot your business to have your employees work from home quickly at the onset of the pandemic. As the crisis emerged, business owners scrambled to set-up remote access and patch together what was needed to ensure their employees could work from home successfully.
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Version 2020.2 of Sage 300 is now available.
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Manufacturing & Distribution | Nonprofit | Service Businesses
As the number of remote workers continues to rise, there are a handful of safety practices that all business owners, IT managers, and employees should be thinking about. Here are the most important practices to keep in mind.
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Cloud Productivity and Collaboration | Fresh Ideas
This horrific pandemic has made many business owners wish they would have moved their financial and operational systems to the cloud, or at least thought of how they could access information remotely.
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Home Cyber Security | Manufacturing & Distribution | Nonprofit | Service Businesses
It’s World Password Day! Now is the perfect time to take inventory of your passwords and see how well you’re protecting your online data. Today’s password standards might look a little different than what you’d expect. Keep reading on to discover password best practices that keep cyber threats at bay.
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As Coronavirus has swept across the nation, we have all been grappling with the escalating challenges and unexpected changes that now arise daily.
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Now more than ever, it’s important to make it easier and safer for your customers to pay for services. With many people currently working from home, printing checks, not to mention getting them signed, can be difficult if not impossible. Even if your customers do manage to get checks out, you may also be working remotely and going to the office to pick up the mail may not be a safe option.
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You might be surprised to know that you don’t have to spend a fortune to be secure at home. The trick is to combine software tricks with best practices to create a secure home setup. Here are the security solutions you should invest in to protect your home devices from cyber intruders…
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In October, Microsoft released new updates to their programs. If you’re a Microsoft Dynamics GP user, you should know these important changes in your platform…
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If you’ve ever seen Disney’s 1999 classic, Smart House, you know that while having a smart house is cool and convenient, it can lead to some messy situations. Sure, there might not be a robot woman wreaking havoc on you and your family as you use home technology. But, the reality is a lot creepier. Our homes are becoming more “smart” every day. With the convenience of adjusting your thermostat from the road, there lies some risk. What if a hacker gets into your thermostat and adjusts the A/C to 60 degrees, making your electric bill skyrocket? What if someone could remotely view your cameras and tell when you were not home? Unfortunately, that is the world we are living in. Now we’re not saying that having a connected smart home is a bad or dangerous thing, but there are several ways you can protect yourself, your family and your home. Let’s start by seeing where home cyber threats are coming in…
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Manufacturing & Distribution | Nonprofit | Service Businesses
It’s National Cyber Security Awareness Month (NCSAM). Every October, the government publishes a few extra resources to build awareness about cyber security. Several organizations might think that involves purchasing a new software or signing up with a new IT team. While that can be the case, you don’t always have to empty your wallet to improve your organization’s cyber security. In celebration of NCSAM, we put together a quick list of free tools you can use to evaluate your organization’s cyber security level.
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You have many options when searching for the best managed services IT provider for your company. Finding the right fit can be overwhelming and stressful. Not to mention costly if you make the wrong choice. Here are three questions you should ask prospective tech companies before signing on the dotted line.
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Home Cyber Security | Manufacturing & Distribution | Nonprofit | Service Businesses
What do you do when you find someone doing something illegal on the internet? There’s no superhero seeking out cyber criminals on your behalf and sending them off to the police department. You can call the police if you’ve experienced a substantial cyber-crime like a major ransomware hack or identity theft. However, the run-of-the-mill cyber-criminal can steal from you and get away with it for a long time before ever getting caught. You might be surprised to know that there are several effective online tools to report a cyber-criminal. Let’s look at some common cyber-crimes, how to spot them, and what to do about them.
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More and more CFOs, controllers, and finance and accounting professionals realize that a tax compliance strategy is a critical factor in achieving growth and efficiency goals. In fact, finance leaders who take the initiative to improve how their company manages sales and use tax are typically able to: Reduce the time, effort, costs, and resources required to manage sales tax compliance Improve the accuracy of applying tax or exemptions to all transactions Grow the business without putting it at risk or missing out on revenue opportunities Create a better buying experience for customers Minimize exposure from audits and reducing the likelihood of errors Check out this whitepaper from Avalara, or read on to discover the five rules of thumb every CFO, controller, and finance and accounting professional should weigh in on when creating a sales tax strategy...
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Home Cyber Security | Manufacturing & Distribution | Nonprofit | Service Businesses
With the number of cyber threats targeting your business, cyber security should always be top of mind. With hackers changing their methods so frequently, how can you keep up? Even though cyber attacks are getting more sophisticated, there are a few shockingly effortless ways to keep up on cyber security. In fact, even your grandma can handle these cyber security tactics.
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As businesses put more funds into cyber security at the office, hackers have redirected their efforts to easier targets: you, your family and your home. Cyber threats don’t look the same way they used to. The rule of thumb used to be installing virus protection on your computer, or getting a virus-protected Mac to ward off cyber threats. If you think your firewall will protect you, or that your Mac can’t get a virus, here’s the scary truth: you could already be compromised. Here’s the rub when it comes to cyber threats at home and what you need to do to prevent you and your family from becoming a target.
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
There are a few recurring IT issues that plague even the most savvy computer users. We’re dedicating this blog post to those users who are diligent when it comes to technology and cyber security, but need a quick fix to get out of a common problem. We’re revealing the five most common questions our help desk gets, and how we address them for clients.
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Business Intelligence and Reporting
Why doesn’t your banking dashboard show your daily calorie count? Sure, you might like to know how many calories you’ve consumed so far, but that’s better suited for your health and fitness apps rather than your online bank account’s home screen. The same principles apply to your business intelligence dashboard. We are constantly distracted by incoming emails, new information from various departments, and perhaps your chatty officemate. Your business intelligence dashboard should be a distraction-free interface that focuses only on the information that’s relevant to you. Using tools like Sage Enterprise Intelligence, you can set up specific key performance indicators (KPIs) to appear on your dashboard, which will help you with your day-to-day tasks.
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There’s the old saying that “if it ain’t broke, don’t fix it.” While there is some merit to that philosophy, it doesn’t hold true with technology. When your business relies on all sorts of technology tools for efficiency, productivity, customer service, and so much more, IT is not something to ignore or skimp on. The truth is, there are subtle (and no-so-subtle) signs that your IT system might be failing, or worse, jeopardizing your business’s cyber security. While we certainly don’t advocate for spending money on unnecessary technology, there are some clear indicators that point to a need to upgrade your IT system. The technology in your business is outdated if …
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
Adjusting your spam filter to the right level of sensitivity is one of the most important steps you can take to defend your network from harmful email malware. However, it’s easy to miss an important email if you set your sensitivity too high.
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Construction & Real Estate | ERP and CRM Systems | Manufacturing & Distribution | Service Businesses
Our annual Sage 300 Users Group is a treasure trove of Sage advice. Here are four essential tips that our moderators revealed to Sage users at our last event…
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There were several golden nuggets revealed at our last Sage 300 (Accpac) Users Group. The Sage 300 Users Group is an annual event our team hosts to help Sage users discover new ways to utilize the software. We constantly accumulate feedback and questions from our Sage clients over the year and cover those topics during the event. Once we get our Sage experts in the same room (which doesn’t happen often with our busy schedules), magic happens. Here are a few things you missed if you didn’t attend the last Sage 300 Users Group:
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
The honeymoon stage is always right after signing the managed services agreement. Your tech questions get answered quickly and you’re happy with your IT provider’s service. Then, an occasional call or email goes unanswered. And then one day, you realize your calls and emails aren’t ever returned, leaving you wondering, “What do we do now?” Surprisingly, this happens more often than you would expect. If you’ve ever been ghosted by your technology provider, you know how much it can cramp your style. Here are a few signs you’re dealing with a deadbeat technology provider, and how you can cut the cord before things get worse.
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Construction & Real Estate | Healthcare | Integrations and Development | Manufacturing & Distribution | Nonprofit | Service Businesses
Like any technology purchase, there will be a time where your software or hardware will become outdated. For consumers, it’s a simple matter of upgrading your cell phone or laptop. Businesses, however, face a more daunting task when software is no longer supported by the manufacturer.
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ERP and CRM Systems | Healthcare
PointClickCare has done a lot of research in the long-term care industry. What trends did they see in 2018 and what are their predictions for 2019? All of their research was shared at PointClickCare’s annual summit in Nashville, TN, and I got to experience it firsthand with my colleagues Jennifer Rock and Debby Spear.
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Business Intelligence and Reporting | Construction & Real Estate | Healthcare | Manufacturing & Distribution | Nonprofit | Service Businesses
We expect a lot out of our software. We want our ERP systems to store large amounts of data and make information easily accessible to users. We want our business intelligence software to generate meaningful reports and insights on-demand. All of our software needs to work fast, and we refuse to compromise on security. With powerful tools like Microsoft Dynamics GP and PowerBI, these demands are met—but don’t be fooled, there’s a lot going on behind the curtain to make it work.
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Construction & Real Estate | ERP and CRM Systems | Integrations and Development | Manufacturing & Distribution | Nonprofit
Our 2018 Microsoft Dynamics GP User Group attendees got an exclusive look at the newest version of GP, and now you can see it too.
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Construction & Real Estate | ERP and CRM Systems | Integrations and Development
According to the 2018 Maryland Construction Industry Survey, many contractors indicated that their top concern is automated integrations between software tools, like estimating, bid log, scheduling, accounting, service and more.
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Construction & Real Estate | ERP and CRM Systems | Manufacturing & Distribution | Nonprofit | Service Businesses
You wouldn’t dare eat fro-yo without customizing it with your favorite toppings, so why not customize your daily GP experience to match your needs?
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Home Cyber Security | Manufacturing & Distribution | Nonprofit | Service Businesses
We know when Cyber Monday hits, you’ll be hunting for the best deal. What you may not know is that hackers are also looking for the best deal, and it’s coming from your wallet.
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Manufacturing & Distribution | Nonprofit | Service Businesses
In case you haven’t heard, October is National Cyber Security Awareness Month. Every year the U.S. Department of Homeland Security and the National Cyber Security Alliance team up to raise awareness about cyber security concerns. This year, they’re appealing to end users to step up their game.
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ERP and CRM Systems | Integrations and Development
There comes a point where you need more than out-of-the-box ERP system capabilities. But, how do you know when your business is nearing, or past, that point?
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Sage is making some changes to their software, and you might be affected. Don’t worry, we’ve got the scoop on everything you need to know in this blog post.
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Construction & Real Estate | Cyber Security | Government Contractors | Healthcare | Manufacturing & Distribution | Nonprofit | Service Businesses
Cyber security breaches are happening everywhere. The international Petya/WannaCry attack on outdated Windows systems, the SAMSAM attack on the City of Atlanta, and even the widespread Docusign Desperado phishing threat have gotten a lot of media attention. When a new threat is announced, what steps do you and your team take to avoid becoming the next victim?
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
We’ve heard more than once that “Larry, the IT guy” has your networking needs under control. While we haven’t met Larry, we’re sure that he can probably use an extra hand. Why? Because IT is a big job. And while Larry is super good at what he does, it’s also important to supplement his work so he’s not overwhelmed.
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ERP and CRM Systems | Healthcare
Today is a great day because we’re announcing our partnership with PointClickCare, the #1 preferred electronic health record (EHR) solution for senior care providers. Watch our video or read below to see the top three reasons why our team is elated about being an authorized PointClickCare partner…
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Business Intelligence and Reporting | Construction & Real Estate | ERP and CRM Systems | Healthcare | Manufacturing & Distribution | Nonprofit | Service Businesses
Have you ever wondered why your accounts receivable person hates pulling reports? It’s because they don’t have business intelligence tools. Business intelligence software helps staff build accurate reports in less time than ever before. Let’s take a closer look at what business intelligence encompasses, and how organizations are using it to make smart business decisions.
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Cloud Productivity and Collaboration | Networking | Nonprofit
As a nonprofit, we know you prioritize saving the whales or feeding starving children over spending money on IT, and that’s okay! But there are certain IT needs you just can’t ignore. The good news is that there are a few little known discounts – just for nonprofits – that’ll help you spend less on IT so you can focus on your nonprofit’s mission.
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If you’re particular about following HIPAA compliance, you may think your skilled nursing facility is protected from a hack. The truth is that healthcare organizations need to follow today’s cyber security best practices in addition to their HIPAA practices to protect their employee and patient data from being hacked.
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Business Intelligence and Reporting | ERP and CRM Systems
Check out this video to see the step-by-step instructions on how to get better reports in Sage 300, or read the transcript below.
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Construction & Real Estate | ERP and CRM Systems | Manufacturing & Distribution | Nonprofit | Service Businesses
On this day in 1777, the United States adopted the American flag. Adopting a new flag can be a lot like adopting a new ERP system. For the U.S., the stakes were high to create the right symbol to represent the newly found nation. Similarly, the stakes are high for your business when adopting a new ERP system. Likewise, a lot of decisions need to be made to ensure that your ERP system “represents” your organization.
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Construction & Real Estate | ERP and CRM Systems | Healthcare | Manufacturing & Distribution | Nonprofit | Service Businesses
There are a lot of reasons people land on our website looking for a new ERP system. More often than not, those organizations really just need a facelift for their existing software systems, rather than the whole song-and-dance of a new ERP implementation. Here are the top two cases where a new ERP system might not be necessary:
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
Your managed services subscription should include high-end preventative services, basic IT support and cyber threat responses, but the #1 thing you should get out of this partnership is peace of mind.
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Cloud Productivity and Collaboration | Construction & Real Estate | ERP and CRM Systems | Integrations and Development | Manufacturing & Distribution | Service Businesses
Over the past few months, you may have received a call from Sage asking if you’re ready to switch from Sage 300 to Sage 300cloud. Before you can make that decision, you’ll probably want to know what you’ll get out of Sage 300cloud.
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Construction & Real Estate | ERP and CRM Systems | Integrations and Development | Manufacturing & Distribution | Nonprofit | Service Businesses
Earth Day is this weekend. What’s one thing you can do to make your business a little more eco-friendly? Go paperless!
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Construction & Real Estate | Networking
According to the 2018 Maryland Construction Industry Survey, only two out of ten contractors said their computer system had been hacked, infiltrated by a virus or otherwise compromised during the last year. That’s good news, right? We’re not so sure.
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
There’s no doubt that cyber security threats are getting increasingly sophisticated. So it’s no surprise that more organizations are seeking out an easy, fixed fee network maintenance and disaster prevention service that gives them freedom to get back to their core business tasks – and protects them from cyber attacks. Enter managed services.
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You don’t need a crystal ball to get a good picture of what’s happening at Sage headquarters. For 2018, Sage is unveiling a slew of new software updates to both Sage 300 classic and Sage 300cloud (formerly known as Sage 300c). Let’s look at some of the big changes for 2018.
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
Seven days later, and Atlanta is still working to get back to normal. You might expect that a government agency would have superior protection on their networks, but this is clearly false. It just proves the point that anyone can be a victim of a cyber attack.
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
Making the leap to a managed services solution can be a tough choice, especially if all the options available to you are blending together. While we like to think of managed services as a Netflix subscription to network security, there’s a lot more at stake than a few hours lost to a binge-watching session. We’ve seen business owners and IT execs struggle to choose a managed services provider. That’s why we put together a three-step process for selecting the right MSP for your organization.
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Cloud Productivity and Collaboration | Construction & Real Estate | ERP and CRM Systems | Integrations and Development | Manufacturing & Distribution | Nonprofit | Service Businesses
Using Sage 300’s order entry module is a great way to handle shipping and billing processes with ease. However, there is one catch: Sage 300 requires that each individual order is shipped and invoiced separately. We’ll let you in on a secret. There’s a way to get around that limitation.
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Cloud Productivity and Collaboration | Construction & Real Estate | Healthcare | Manufacturing & Distribution | Nonprofit | Service Businesses
Are you feeling accomplished by the time you head out of the office? Or is there usually that one little task you just couldn’t get to? There’s a way to boost your in-office productivity so that you can feel truly accomplished when you leave your workspace, and it’s all thanks to Microsoft Office 365.
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Cloud Productivity and Collaboration | Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
Paper cuts, stepping on Legos, or even the stomach flu all seem preferable than going through a technology audit, right? This is especially the case if halfway through, you find a discrepancy in your licensing.
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If you’re managing expenses for several companies in one ERP system, it’s easy to get overwhelmed. With a few simple steps, combined with some custom programming, you can start managing your multi-company expenses in a fraction of the time.
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Year end procedures can be a big hassle if you discover a discrepancy. Here's a quick, easy guide for fixing or adjusting a 1099 vendor code or amount.
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According to a 2017 survey of Sage customers, accounts payable automation was the most requested new functionality. So it should come as no surprise that Sage recently introduced Sage AP Automation powered by Beanworks. Let’s take a look at this new suite of AP automation features now available for Sage 300c.
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When you’re immersed in running your business day to day – particularly when the cash register is ringing – it’s easy to put network security on the back burner. Who wants to worry over a cyber attack that might not even happen? Do you think your small business won’t ever be the victim of a cyber attack? Think again. While big businesses like Yahoo, Target and Equifax have suffered breaches, hackers have small businesses in their crosshairs, too. The numbers don’t lie. Check out these (alarming) statistics: 43% of cyber attacks target small businesses 60% of small businesses that suffer a major breach end up going out of business 50% of small businesses have been the victim of a data breach Unfortunately, it’s not a matter of IF your business will be the victim of a cyber attack, but WHEN.
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Cloud Productivity and Collaboration | Networking
You’re a little skeptical, right? You’ve received a call or email from someone claiming to be from Microsoft and they want to peek into all your software licensing.
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Cloud Productivity and Collaboration | Networking
Today, it’s common to hear someone say that their movies, music, file storage and everything else is “in the cloud.” But what really is “the cloud”? Your data is not floating in midair like it may sound, but rather it is readily available with minimal management required.
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
Our team has come across a slew of phishing attacks designed to steal your email credentials. We’re calling one particular scam “The DocuSign Desperado.” Here’s what you need to know to protect yourself – and your business.
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Today’s employees are used to having a world of information available at their fingertips – whether that’s at home on the couch or at the beach on a mobile device. Why, then, is it so difficult to locate and process information in the office? Most are accustomed to the daily routine of hunting down or recreating lost documents, digging through file shares (for incorrectly named files) and reminding coworkers to review past-due invoices. We expect our phones to give us what we want within minutes; why have we lowered our expectations at work?
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Construction & Real Estate | Networking
If you have trouble keeping up with the latest technology tools, you’re in good company. With a business to manage, it’s hard to find the time to figure out which tools you should invest in. Last week I spoke at a seminar hosted by the Maryland Construction Network. At the seminar we looked at five tried and tested technology trends and tools that aren’t going away. Let’s take a look at the tools you simply can’t ignore, and the benefits that each will offer to your construction business.
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Construction & Real Estate | Networking
Many construction contractors believe that being hacked means they’ll get a mysterious call from a person with a grisly, threatening tone, or they’ll get a pop-up message on their computer that says, “you’ve been hacked.” The truth is, you can get these kinds of messages, but the real danger is when hackers monitor your computer activity and steal your information without you even knowing about it. The reality is that infiltrations of construction companies' computer networks are on the rise. In this infographic, you'll learn the red flags that indicate whether there's a hacker secretly stealing your information.
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Could your construction company be hacked without you even knowing it? Watch our networking guru, Bill Walter, as he explains the tell-tale signs that your computer activity is being secretly monitored by a hacker.
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Construction & Real Estate | Networking
Imagine logging into your computer first thing in the morning and nothing works. You and your coworkers can’t open your software or files on the server, bringing essential tasks like payroll processing to a screeching halt. Then, a pop up appears on your screen that says you need to pay to release your files.
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The past few days have been life-changing for Texas residents. The historic flooding from Hurricane Harvey has displaced thousands of residents and left a path of destruction in its wake. Like many companies, our team here at Gross Mendelsohn has collaborated on the ways we can help with the relief efforts.
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Construction & Real Estate | Networking
Viruses, worms, phishing emails, and ransomware attacks like WannaCry and Petya wreak havoc on businesses every day. But if you’re like most business owners, you’ve heard of and maybe know a thing or two about these cyber threats, but most likely haven’t taken steps to fully protect your business against these very real dangers. [Spoiler alert: antivirus software alone is no longer enough to protect your business from cyber threats.]
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Construction & Real Estate | Networking
The good news is that eight out of ten Maryland construction contractors are using mobile technology in their business. The bad news is that two out of ten contractors aren’t.
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This year’s edition of Sage Summit was all about hitting the road. Instead of one large-scale event, like last year in Chicago, Sage decided to hit the road and visited multiple locations in the United Kingdom, Canada and the United States. CEO Steven Kelly cut to the chase in his presentation of Sage’s top three goals for the year:
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If you’re in customer service or accounts receivable, we know there are certain parts of your job that cause headaches. While we know you love your job, we also know you would love to alleviate just a few of those daily pain points. So, we’re playing doctor for the day to give you a prescription that’ll help you get through your day-to-day tasks, without ibuprofen.
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
We’ve all been there. You’re in the midst of crafting an important document for that Monday morning meeting and — blip — the power goes out. All that work, lost. Next step, you scramble your thoughts together from the past hour of work you forgot to save. Thanks to auto-save and battery protection, you’ve only lost an extra hour of work and only a few strands of hair you’ve ripped out in frustration. What if your work never came back? Or even worse, what if all your data on your computer was corrupt and possibly useless? That’s what it’s like to experience a server failure due to power irregularity — information corruption to the company database.
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Construction & Real Estate | ERP and CRM Systems
Have you found your pot of gold in a construction accounting software package? Or are you still struggling with repetitive daily data entry from off-the-shelf accounting software that only gets you so far? Having accounting software that’s made specifically for the construction industry can offer you many benefits. Here are the three reasons why we think choosing accounting software based on your industry needs is going to get you the biggest pot o’ gold.
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Sometimes technology doesn’t work the way you expect. Here are some common errors that Sage 300 customers have reported, along with instructions to resolve them.
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We live in a world where consumers are wary about internet security, and rightfully so. Consumers trust certain websites and if there’s any suspicion of a scam or virus, they’ll close it and run for the hills. Web browsers such as Google Chrome and Mozilla Firefox are stepping up their game when it comes to security. They’re essentially declaring a war on the standard HTTP websites. If your website isn’t secured and stamped as HTTPS, it could cause your business major problems.
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Construction & Real Estate | ERP and CRM Systems
According to a recent Maryland construction industry survey, the number one concern among construction company owners is finding and retaining good employees. So how can a project management software system help with that?
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Before you sit down to a romantic dinner and a glass of wine with your valentine tonight, think about this: when is the last time you really appreciated your accounting system? Do you love your accounting system? Or, are you finding your accounting system to be a burden on you and your fellow employees?
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We’re living in a world where virtual reality is a new, exciting household term and that’s pretty darn cool. But in the networking world, we’ve been setting up virtual environments for our computers for years.
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Construction & Real Estate | Networking
When selecting accounting or project management software for your construction company, there’s a lot you have to consider. It can be difficult to figure out the right package that suits your needs. How do you choose the right one? If you’re looking for something to simplify and expedite the daily processes in your construction company, we recommend looking at accounting systems that also have project management capabilities. Some popular software options can even offer both. Once you identify the software that’s best for your company, you’ll need to decide whether you’re going to purchase or lease it, and where “it will live.” Let’s look at three typical options and the upsides of each.
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Welcome to 2017: a fresh start for people to come up with crazy resolutions they will stick to for about three weeks before giving up and falling back into their old habits. Has it already happened to you? Most resolutions deal with self-improvement: losing weight, eating healthier or learning something new. Here’s a thought: how about making 2017 about improving your business? Antiquated accounting systems take a ton of time to manage and can be frustrating to work with. A new ERP system can help you get things done faster to help you spend more of your time with family and friends. Are you ready to toss out your old accounting system to make way for an ERP system that will make your daily business processes easier and faster? Let's consider some signs that you might be ready for a new system.
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A marquee feature of the Sage 300 2016 release last year was the new web screens. With the more recent Sage 300 2017 release in July of this year, even more web screens were rolled out. Now that they’ve become more prevalent in the software, we thought we’d answer your burning Sage 300 (Accpac) web screen questions.
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ERP and CRM Systems | Manufacturing & Distribution
Inventory experts share what they’ve learned over decades of working on the problems of optimal replenishment. After working with thousands of companies over decades, the team behind Sage Inventory Advisor has learned these three fundamental truths about inventory planning.
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
In the IT world, managed services are when you carve out the pieces of your business's infrastructure that you don’t have the expertise to manage on your own and have them supported by an outside vendor. You hear about this anytime you look for IT support. Many IT providers offer their expansive services at a flat monthly fee. But what happens when the fee is not in line with the service promised or received?
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Investigating and deciding upon a new accounting or project management software can be a long process. Once you’ve weighed your options and signed on the dotted line, you expect that everything will be smooth sailing, right? Depending on your post-purchase support, it can mean a world of new problems.
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Sage has announced that as of December 1, 2016, they will offer the latest version of their powerful ERP system, Sage 300 2017.1. The updated features reflect a more modern design with easy to use components that make daily processes even easier.
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Excel is an amazingly powerful tool used by accounting and financial departments everywhere, but as awesome as Excel is, an automated expense system will benefit any organization and forever change your accounting workflow. In fact, a recent study concluded that companies using an automated expense entry system spend 67 percent less per expense report than their manual entry counterparts (Runzheimer International, 2014). With the variety of capabilities available in an automated expense system, it’s a no-brainer that it’s the way to go over using Excel. Here are five reasons why using Excel bogs down your productivity when it comes to expense tracking.
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The scene is you at your computer, ordering another item off a random search on a site you have not been to before. You have up-to-date antivirus software and security patches installed. Then it happens, a pop-up that states “Your computer is infected with the Armageddon virus! Please call (866) 555-1234 and we will remove it and restore your files.”
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[Please note that no end users were harmed in this experiment.] Pizza. It’s cheesy and delicious, but it can be dangerous to your company data. Huh? Gross, Mendelsohn & Associates: 5 Clicks Away From an Attack That’s right. We were the victims of a free pizza scam — but rest easy. Our own lead network security professional was 100% behind it. If you’ve read You Are The #1 Threat To Your Business’ Network Security, you understand how your employees put you at risk for a massive network attack. That’s why we conducted a top secret phishing test on our entire staff to see just how well our 100+ person team would respond. Let's find out.
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ERP and CRM Systems | Manufacturing & Distribution
Sage recently announced that Sage Inventory Advisor Basics is now included with select Sage 300c bundles at no additional cost. Read on to learn about this enhancement to Sage 300c and what it means for inventory management.
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As a seasoned consultant, I have zero tolerance for an ERP system that isn’t helping you or your business. That’s why it’s essential to build the perfect ERP system that meets your needs from the get-go. How does that happen? Communication BEFORE the implementation process begins.
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Sage recently announced the release and availability of Sage 300 version 2017. Let’s take a look at some of the most important changes and new features.
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Sage sure does know how to host a conference. That was my thought as I boarded the plane bound for Sage Summit 2016. Building off my experience at Sage Summit 2015 in New Orleans, I was eager to get to Chicago knowing I’d get to hear from some of the greatest business minds and even some celebrities. I knew Sage Summit 2016 would not disappoint and here’s why.
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Business Intelligence and Reporting | ERP and CRM Systems
Microsoft listened to the needs of the end user and developed new additions to their already powerful ERP system in their latest release, Microsoft Dynamics GP 2016. By adding extensions to these capabilities, Microsoft improved usability with a new web client, broadened their reporting functionality and reduced processing time by allowing users to attach documents directly to Dynamics GP. Let’s take a closer look at these marvelous new features.
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Construction & Real Estate | ERP and CRM Systems
It’s no secret that construction company owners, project managers and superintendents must use technology tools to keep their businesses running smoothly. Just having a basic accounting and project management system no longer cuts it. Integrations between systems along with customized reporting offer contractors real-time information for better decision-making.
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The answer is no. Antivirus applications may take down weak threats, but with sophisticated technology comes sophisticated hackers. As technology continues to evolve, there are additional protection measures you need to take to ensure the safety of you and your company’s information. (Psst! That's exactly why we offer a free assessment of your network! Schedule your assessment today to check the health and security of your network.) Antivirus software used to be an extremely effective way to protect against malware or viral code intended to harm your computer. These programs had an easy job at first. There were only a handful of malicious software threats to deal with. Programs were able to find, block and remedy the issues effortlessly. The software would compare the websites users visited with a list of known malicious threats. Through this examination, the application was able to target threats by identifying dangerous sites and preemptively sweeping for that code. That's all changed.
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Mark your calendars: the biggest software conference of the summer is almost here!
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Business Intelligence and Reporting | ERP and CRM Systems
The release of Product Update 1 (PU1) for Sage 300 Version 2016 introduced some interesting enhancements to the new Sage 300c platform. Let's take a look at those snazzy enhancements.
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Business Intelligence and Reporting | ERP and CRM Systems
By now, you’ve probably heard of Sage Intelligence. But lately, you may also be hearing about a newer Sage “Enterprise” Intelligence option. While both products provide business intelligence (BI) reporting tools that work hand-in-hand with Sage 300, each differs a bit in the functionality they provide. In this article, we’ll explore those differences.
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Construction & Real Estate | Healthcare | Manufacturing & Distribution | Networking | Nonprofit | Service Businesses
If asked, many business owners would probably say the biggest threat to their computer network is an outside attacker. You’re probably imagining him now – a hooded character, hiding his face in the shadows as he hacks into your system, mining for private and confidential data. In reality, the biggest threat to your system is more likely sitting in the next cubicle, down the hall or even at your desk. The biggest threat to your business’s network is your users, which includes – you guessed it – you.
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Business Intelligence and Reporting | ERP and CRM Systems
With the release of Sage 300 2016, the Sage Intelligence Reporting component received several enhancements. In this article, we'll take a closer look at what the changes are and how they benefit you as a Sage 300 customer.
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Concurrent with the release of Sage 300 2106 a couple months ago, Sage also launched a new product called Sage 300c. In this article, we'll provide answers to some frequently asked questions about this newest addition to the Sage 300 product family. What is Sage 300c Exactly? It’s easiest to think of Sage 300c as a new deluxe version of the same core Sage 300 software — formerly known as Sage Accpac — that has been available for decades. Existing customers of the “traditional” Sage 300 product would discover that features, workflow, and functionality in Sage 300c are nearly identical.
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Even if your computer network is running smoothly today, it might be vulnerable to attacks that could bring down your entire network tomorrow. Do you know what your network’s weaknesses are? Most of the attacks you hear about in the news start with an employee inadvertently clicking a link or installing something that appears harmless. That “innocent” link or installation can quickly take over everything the employee has access to. Network equipment like workstations, servers, switches and firewalls that are not properly updated can be penetrated by malicious software or attackers. One simple click can bring your organization’s productivity to a grinding, screeching halt. Even worse, you could lose data or have to pay to get it back.
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Follow these easy steps for a successful year end in Sage 300.
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Payroll tax updates are an important part of year end processing. Here are the steps to download and install them in your Sage 300 system.
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Year-end processing in Sage 300 (formerly Accpac) is designed to be fairly straightforward. But understanding how to coordinate the process within each of the modules and in the proper sequence is important. It also requires a bit of judgment based on your specific system configuration and business processes. Our Sage 300 leaders put together two year-end checklists: one for general period-end and another for year-end closing processes.
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Sage 300 2016 was released and is now available for download. Here’s a look at a few of the most significant changes and new features introduced with this latest version.
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With the release of Windows 10, many clients are asking “Should I upgrade?” My answer is, "It depends." As with any new software, there is some due diligence that needs to be done before deciding if the application is right for you.
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Microsoft just unveiled the new capabilities it will deliver later this calendar year in Microsoft Dynamics CRM 2016. Here’s a glimpse of what’s to come with this new release that some are calling the most comprehensive upgrade ever for Dynamics CRM.
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With the release of Microsoft Dynamics GP 2015 R2 in June, Purchasing was the first area to get a new and innovative All-in-One Document Viewer. Let's take a closer look at the new Purchasing All-in-One View that displays all purchasing documents for a specific vendor in a single screen.
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During his keynote speech at Sage Summit in July, Himanshu Palsule, chief technology officer at Sage, announced the launch of a completely modernized web-based version of Sage 300 that they are calling Sage 300c. In this article, we’ll take a closer look at this new technology that’s scheduled to launch with the upcoming release of Sage 300 2016 in October.
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Sage recently announced they are dropping the acronym “ERP” from many of their product names. For instance, the former Sage 300 ERP is simply Sage 300 now.
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With the upcoming release of Sage 300 2016 later this year, Sage will release version 7.2 of the Payroll module. Effective January 2016, support for previous Payroll versions will be discontinued and tax updates for these versions will be discontinued.
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If you didn’t make it to New Orleans for Sage Summit 2015, you can still catch highlights of keynote speeches, inspirational talks and featured conversations from some of the “big names” who participated this year. Ken Glenn of our Technology Solutions Group attended Sage Summit for the first time. Read about his experience here. You can watch replay videos from past Sage Summits here.
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There has been a surge of "ransomware" emails making their way to inboxes everywhere. The ransomware, known as CryptoWall, will encrypt your data files, making them impossible to open without paying a fee. The latest ransomware attack is disguised as a resume.
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How many times have you heard or said the phrase “There just aren’t enough hours in the day”? Thanks to the folks at Rockton Software, if you are a Microsoft Dynamics GP user you may be able to get some of that precious time back. Gross Mendelsohn and Rockton Software hosted a webinar that showed all of Rockton Software’s time-saving products so you can work faster in your Dynamics GP ERP system. Their tagline is “Work Simpler & Easier” and their software helps any Dynamics GP user do just that!
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Laissez les bon temps rouler at Sage Summit! My French may not be as good as it once was but I still know a few choice phrases, including the tagline for the city of New Orleans — home of the Sage Summit 2015 conference. Sage Summit is an annual conference for Sage customers and partners to discuss trends, experience new technologies, learn best practices and more. I’ll share my experiences from the week and give you some reasons why you should consider attending a future Sage Summit.
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Microsoft Dynamics GP 2015 R2 offers key updates and incremental new features that build on the core Dynamics GP 2015 release. This latest R2 version is focused on improved ease of use, faster deployment and deeper interoperability with Microsoft Azure. Let’s take a quick look some of the notable enhancements.
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Did you know there are three types of Microsoft Dynamics GP user licenses available under the perpetual licensing model? You can purchase Full, Limited, or Self-Serve licenses. Sometimes, a Limited or Self-Serve license can be a good, and lower cost, alternative for users who only need to perform a limited range of tasks. Let’s take a closer look at these options so you can balance your needs with costs.
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Business Intelligence and Reporting | ERP and CRM Systems
The popularity of business intelligence (BI) reporting has been on the rise, and for good reason. The graphs, charts and number-crunching power that BI tools provide help you get the upper hand on all that data stored in your ERP system so you can make “intelligent” business decisions. Many of you have already made, or are planning to make, a transition from the older Financial Reporter (FR) over to the new Sage Intelligence Reporting in Sage 300, formerly known as Accpac. So here’s a look at some of the frequently-asked questions about Sage Intelligence.
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Did you know that Sage 300 (formerly known as Sage Accpac) has an "Ideas Portal" where customers can submit ideas and new feature requests directly to Sage product management? Lots of Sage 300 users aren't aware of this feature, so we wanted to share it with you. Here's what it is and how it works.
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Product Update 3 for Sage 300 2014 is now available for download. In addition to the bug fixes that are typically included in product updates, PU3 also includes a number of new features and enhancements in Accounts Receivable, Accounts Payable, Purchase Orders and Inventory Control.
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Business Intelligence and Reporting | ERP and CRM Systems
As a Sage business partner, we are noticing that as users become more technologically savvy, they want to create their own Sage 300cloud custom reports and pull data into Excel for analysis. The roadblock that these users encounter is, “Which tables and which fields do I need?” This question can be so overwhelming that some users give up. What most users don’t realize is that Sage gives us the tool we need to determine the right tables and fields to use. That tool is installed with Sage 300cloud (formerly known as Accpac) and is readily available — if you just know where to look.
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At our last Sage 300 User Group meeting, someone asked a question about speeding up the entry of AP invoices. I found that no one in the group was familiar with the little used feature that could help, so I thought a blog post might be in order to share with others. The question was, "When entering an invoice in Accounts Payable that has multiple detail lines, I often want the description of each line to be the same. Is there an easy way to do this? Right now I'm copying and pasting. There must be a faster way." There were nods from everyone in the room. There MUST be a faster way. Indeed there is. It's hidden, but it's there.
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A few weeks ago, I attended Microsoft Convergence 2015 in Atlanta, GA. The purpose of this conference is to bring together Microsoft partners and customers to learn about new technology and get the most out of your Microsoft solution. Here's the latest news about Dynamics GP 2015.
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Microsoft introduced the ability to paste journal entries to Microsoft Dynamics GP from Excel in GP 2013 R2. This process eliminates the need to use Integration Manager to import journal entries from Excel. To use this feature, follow these simple steps.
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Modern technology like Microsoft Dynamics CRM can help your sales, service and support teams deliver a consistent customer experience, resolve issues faster, and improve customer satisfaction and retention. Let’s take a look at some of the new customer service features in Microsoft Dynamics CRM 2015.
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The release of Microsoft Dynamics GP 2015 introduced us to a bunch of great new core financial features that just about every company can benefit from. Let's take a closer look at some of these new financial features and explain what they mean for your business.
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If you own accounting software or an enterprise resource planning (ERP) system, or even a CRM system, chances are you pay an annual support or maintenance fee to the software developer. This fee can be anywhere between 15 and 25% of the suggested retail price.
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