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Technically Speaking

World-class insights from Gross Mendelsohn's technology consultants for executives, IT managers and everyone in between.

Why Vendor Validation Is Now a Critical Accounts Payable Strategy

Accounts payable (AP) is no longer just about invoices. With shifting global trade dynamics and increased regulatory scrutiny, AP teams face growing responsibilities and an opportunity to positively impact organizational well-being.
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Why Growing Businesses Are Turning to Dynamics 365 Business Central

As small to mid-sized businesses (SMBs) continue to evolve in a fast-paced digital landscape, many leaders are reassessing whether their current systems can keep up with their needs. Disconnected software, paper-based processes and manual workarounds...
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Empower Your Business With AI-Driven Cloud Solutions

AI has become a fundamental tool in how people get their work done and how businesses find new ways to stay ahead of the competition. While 71% of small to mid-sized business (SMB) leaders believe that AI adoption is critical for their company to remain...
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Don’t Get Tricked by Cyber Threats This Cyber Security Awareness Month

October may bring pumpkins, costumes and candy, but for businesses, it also marks Cyber Security Awareness Month — a time to shine a spotlight on the ever-evolving threats that keep IT teams and executives up at night. While trick-or-treaters roam the...
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Strategic Accounts Payable: Removing Barriers to Organizational Health

For a long time, accounts payable (AP) has been viewed as a low-priority, background function, quietly doing the work unnoticed (until something goes wrong). Fortunately, many organizations are realizing that AP is about much more than paying the bills....
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3 Financial Consolidation Problems and How to Fix Them

Your business is growing, which means you may be expanding into new markets, adding subsidiaries, dealing with multiple currencies, adding product lines or opening new facilities. With that growth comes complexity, especially when it comes to financial...
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Why Business Owners Need to Consider a Cyber Security-First MSP In 2025

Small to mid-sized businesses (SMBs) have become the prime targets for cybercriminals — and the numbers prove it. In 2025, it’s not just enterprise organizations facing ransomware attacks, phishing campaigns and data breaches. SMBs are in the crosshairs,...
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The Evolving Role of the MSP: From IT Support to Strategic Partner

The days of managed service providers (MSPs) simply being “IT fixers” are over. In today’s digital-first business environment, clients don’t just want help desk support, they want a strategic partner who can guide technology decisions, align IT with...
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How AI Is Changing the Game for Managed IT Services

Artificial intelligence (AI) is transforming how businesses operate in real-time. For small and mid-sized businesses (SMBs), this shift is especially powerful when paired with a trusted managed service provider (MSP). As an MSP, we’re leveraging AI in...
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Compliance Management With NetSuite

As data and information grow increasingly valuable, businesses face a complex landscape of privacy and security regulations. Compliance with privacy laws is not merely a legal obligation but a strategic imperative for any successful business.
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The Future of Remote Work and How Managed Service Providers Can Help

The workplace has changed forever, and remote and hybrid work models are here to stay. For many businesses, this change has unlocked flexibility, cost savings and access to broader talent pools. But it also comes with new challenges, especially when it...
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5 Steps Small to Mid-Sized Businesses Can Take to Begin NIST 800-171 Compliance

Adopting the NIST 800-171 framework may seem daunting to small and mid-sized businesses (SMBs), but it doesn’t have to be. Whether you’re preparing for future compliance requirements or proactively strengthening your cyber security posture, breaking it...
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Data-Driven Tariff Management

Tariff-driven input cost variability is making it challenging for businesses to make decisions on supply chain management, pricing, investments and market opportunities. As a result, many business leaders are making a range of short-term tactical choices...
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Why Every Small to Mid-Sized Business Should Adopt NIST 800-171 Standards — Even If They're Not Required to

Cyber security threats are evolving rapidly, and small to mid-sized businesses (SMBs) are no longer flying under the radar. As cyberattacks become more sophisticated and regulatory pressure increases, aligning with NIST 800-171 standards is no longer...
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How to Champion AI as an Executive

Companies operate like intricate gear systems where each department, process and stakeholder play a role in keeping the machine running. However, the complexity of these interconnected parts makes change difficult. Even when inefficiencies are evident,...
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Adapting to Changing Accounting Standards

As the primary accounting standards setter for the private sector, the Financial Accounting Standards Board (FASB) is constantly evolving its codification to improve financial accounting and reporting in U.S. companies. While most updates to the FASB...
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How to Navigate 8 Critical Business Risks

As a business leader, chances are you keep rewriting your mental worry list — ranging from inflation and interest rates to tariffs, supply chain disruption and new regulations. Your business must be built to weather risks — no matter how those risks...
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How to Use AI and Minimize Your Organization’s Risk

Artificial intelligence (AI) is at the forefront when it comes to organizations radically increasing efficiency through technology. However, there are hesitations around the use of AI because of the potential consequences to cyber security — and...
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7 Common IT Issues Small Businesses Forget to Budget For

In today's digital age, small businesses rely heavily on information technology (IT) to streamline operations, enhance productivity and stay competitive. However, managing IT systems can be challenging, especially for organizations with limited resources...
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Understanding Scareware: What It Is and How to Avoid Falling Victim

Scareware is a deceptive tactic designed to manipulate and frighten you into believing your system is infected with a virus or malware. If you’re distracted, tired or overworked, like most people, you could be tricked into contacting the supposed...
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The End Is Near for Windows 10: Steps You Should Take to Protect Your Business

As you may have heard, after October 14, 2025, Windows 10 will no longer be supported. If your computers are still running on Windows 10, you will need to take action soon. Here’s why updating to Windows 11 is crucial to your organization’s security, and...
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Best Practices for Managing User Access In NetSuite

NetSuite empowers businesses to establish the right controls to meet risk objectives, then monitor and report on the effectiveness of those controls. In this article, we’ll go over best practices around role management, audit trails, and establishing...
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The Ultimate Prep Guide for Planning and Budgeting Season

Budgeting season is one of the most important times of the year for any organization. Colleagues come together to review the previous year’s financial performance, set goals for the upcoming year and allocate resources to achieve those goals.
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4 Steps to Strategically Reduce Expenses Using AI Analytics

Cost optimization has become a focal point for many companies in the past few years as they look to stay competitive and resilient while dealing with tightening customer budgets and more stringent access to capital. This strategic practice focuses on...
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Features Included In Sage 300 2025 and Year-End Processing Tips

Sage 300 2025 is now available! Below, we’ll look at some of the top new features in the latest release that include updates to core functions that improve user experience, plus ways to improve your year-end close in Sage 300.
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6 Steps to Build an AI-Ready Finance Team

By now, CFOs have heard that artificial intelligence (AI) promises to shake up the work finance professionals do every day by automating many tasks and providing new insights. Embracing AI will require finance teams to choose from myriad offerings to...
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Don’t Become a Cyber Security Horror Story This October

It’s October again, which means it’s Cyber Security Awareness Month — and the cyber security landscape couldn’t be scarier for your small business. Cyber insurance is less protective and more expensive than it used to be, your biggest threat to security...
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How to Improve Financial Reporting In Business Central

Accurate financial reports are vital for driving financial stability. Financial reports should proactively direct an organization toward the right path, generating reliable insights that identify trends, reveal problem areas and pinpoint opportunities.
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Reduce IT Costs Without Compromising Quality

In today’s competitive business environment, managing IT expenses while maintaining high standards of service and support is a critical challenge. However, it’s possible to reduce IT costs without compromising quality by adopting strategic approaches and...
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Ransomcloud: The Next Frontier In Cyber Security Threats

In the rapidly evolving landscape of cyber security, a new kind of threat has emerged that targets cloud services and poses a significant risk to businesses of all sizes: ransomcloud. This sophisticated form of ransomware aims to encrypt data stored in...
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Optimizing Your IT Infrastructure for Scalability: Tips for Efficient Growth With Managed Services

In today’s rapidly evolving business landscape, scalability is a crucial aspect of any successful IT strategy. As businesses grow, their IT infrastructure must be able to expand seamlessly to support increased demand, new technologies and evolving...
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AI and Automation In IT: What to Expect and How to Prepare

Artificial intelligence (AI) and automation are revolutionizing industries and transforming how businesses operate and compete in the digital age. These technologies offer immense potential to improve efficiency, enhance decision-making and drive...
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The Importance of Regular IT Audits and Assessments

In the fast-paced and ever-evolving world of technology and compliance, maintaining a robust and secure IT infrastructure is critical for the success of any business. Regular IT audits and assessments play a crucial role in achieving this goal by...
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Understanding Compliance: How Managed Services Can Keep You Safe

Compliance is more than just a regulatory requirement; it’s a critical component of operational integrity and trust. With the growing complexity of regulatory environments, businesses must navigate a maze of compliance requirements to avoid legal...
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Grow Recurring Revenues With Flexibility, Agility and Scalability

In recent years, subscription-based business models inspired by the software-as-a-service (SaaS) approach have become increasingly popular across many sectors. It’s no secret why — recurring revenue can help increase profitability and fuel company...
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Why You Should Consider a Continuous Financial Close

Even as technology revolutionizes the finance function, one fundamental process remains a time-consuming nuisance for many organizations: the financial close. Investing in the processes and tools needed to speed up your financial close is a worthy cause,...
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Disaster Recovery Planning: Is Your Business Prepared?

Organizations rely heavily on their IT infrastructure to operate efficiently and serve their customers, which means if something goes wrong, a lot is at stake.
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Improve Cash Flow and Reduce Collections With Full Accounts Receivable Automation

Anyone who runs a business of any size knows that, along with selling products and services, collecting payments is the most fundamental element of any successful organization. Without cash flow, no business can survive for long. But for many companies,...
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Enhancing Employee Productivity With Managed IT Services

In today’s competitive business environment, maximizing employee productivity is essential for achieving growth and success. One way to enhance productivity is by leveraging managed IT services, which provide businesses with better tools, support and...
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Demystifying End-User Cyber Security

The end user is still the weakest link regarding cyber security, which is why most companies have implemented a user training program. In fact, most compliance frameworks and cyber security insurance providers require a regular training program be in...
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The Features Every ERP System for Manufacturers Should Have

There are many critical facets of manufacturing operations, such as demand planning, manufacturing orders (production orders, work orders, work tickets, etc.) and work in process (WIP). Production planning and shop floor control are required. Managing...
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The Role of Managed IT Services In Business Growth and Innovation

Leveraging technology effectively is essential for driving growth and fostering innovation. Managed IT services play a crucial role in enabling businesses to harness the power of technology while spending time focusing on the business.
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Top Cyber Security Threats and How Managed Services Can Help

In today's digital landscape, cyber security threats are more sophisticated and prevalent than ever before. As businesses increasingly rely on digital systems and data, protecting against these threats has become a critical priority.
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Navigating the Wi-Fi Waves: Understanding Wi-Fi 5, 6 and 7

In an increasingly connected world where our devices form the backbone of daily life, the evolution of Wi-Fi standards plays a crucial role. From streaming movies and conducting virtual meetings to gaming and smart home automation, each iteration...
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Dynamics GP to Business Central Tips and Tricks: Default Vendor Expense Accounts

When migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central, one of the most frequently asked questions we get is, “How do I get the default expense accounts to show up on a transaction like they did in GP?” In Business Central,...
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Enhanced Inventory Management for Sage 300

Most Sage 300 users are familiar with Sage Inventory Advisor, which has been a popular third-party add-on solution for many years. However, it was recently announced that a next generation offering, Predictive Planning Suite, will replace Sage Inventory...
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Business Central 2024 Release Wave 1: New Features and Enhancements

Microsoft Dynamics 365 Business Central continues to evolve, bringing new features and improvements that enhance productivity, efficiency and usability. The 2024 Wave 1 release is no exception, packed with updates that promise to refine user experience,...
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Transitioning Your Accounting and Payroll Systems to the Cloud

If you’re still using a legacy on-premises accounting system, there’s a good chance you’re facing some challenges and inefficiencies with your business processes. Be it siloed operations, duplicate data entry, an upcoming end of life (like with Microsoft...
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The Value of a True Cloud ERP Platform

Today, cloud computing enables companies to adapt to changing business models, both strategically and operationally. Companies with a cloud-first strategy have learned the real value of the cloud is the ability to delegate the service level agreement...
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CFO to Chief Value Creation Officer

From Fortune 500 companies to midsized firms, more is expected from chief financial officers than ever before. In addition to traditional responsibilities (such as managing budgets and costs, financial reporting and compliance), CFOs are now expected to...
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What a Transition to VoIP Means for Your Network Infrastructure [Video]

I’ve seen many companies that rely on outdated, legacy phone systems that need significant improvement — that’s when VoIP comes into play. Voice over Internet Protocol (VoIP) is a way to make voice calls on your desktop or phone using an internet...
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4 Things You’re Missing When Using Spreadsheets for Business Intelligence

For decades, spreadsheets have been finance’s go-to application to create budgets, analyze variances and run scenario modeling. However, as business data grows and financial challenges become more complex, spreadsheets create hidden costs as you work...
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Importing Data to Purchase Order In Sage 300

Some Sage users track certain purchase transactions in an external application and need to bring that data into Sage 300 for further processing. Here’s how to import data into the Sage 300 Purchase Order module using the built-in templates.
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What’s New In NetSuite 2024 Release 1

Every year, NetSuite releases two major updates — and the first one for 2024 has arrived! NetSuite 2024 Release 1 includes AI capabilities to innovate your current NetSuite processes and key updates across financials, supply chain management, ecommerce...
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Why Departmental Budgeting Is Underrated and Underutilized

Though it’s a vital component of managing an organization’s finances, departmental budgeting often doesn’t get the attention it should. Leaders tend to focus more on big-picture financial plans and decisions, leaving departmental budgeting as an...
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The Great Accountant Shortage: 5 Actions to Help CFOs Avoid a Staffing Crisis

Accounting is facing an exodus without enough new personnel to fill the demand left behind. More than 300,000 United States accountants and auditors have left their jobs in the past two years, including a rising number of midcareer professionals. At the...
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Small Businesses — Be On the Lookout for These Cyber Threats

If you think you’re immune to cyberattacks as a smaller-sized business, you’re wrong. Attackers don’t just pass small businesses by — they want access to your information and money at all costs.
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Streamline Your Year-End Close With Improved Technology

Do you find your accounting team continuously dreading year-end close processes? If so, it’s time to make some changes.
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6 Tools to Optimize the Performance of Your NetSuite Account

Like visiting the doctor for an annual checkup, it’s important to regularly assess the health of your business systems. Luckily, NetSuite offers tools to allow users to proactively review and optimize the performance and health of their account.
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What’s New In Sage 300 2024 and Tips to Optimize Your Year-End Close

Sage 300 2024 is now available, and your year-end close is just around the corner. In this article, we’ll look at some of the top new features in the latest release, including a new financial reporter, more web screens and a collection of usability...
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NetSuite Shortcuts That Will Save You Time

We’re all looking for ways to get work done faster. With a few quick clicks, you can navigate NetSuite dashboards, reports and searches faster and more efficiently.
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7 Steps CFOs Can Take for Efficient Growth

For the past several planning cycles, business leaders across industries have been waiting for a recession that seemed imminent. But recession predictions have been continuously delayed as a steady stream of better-than-expected data on jobs, inflation...
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Exploring Key Features In Business Central 2023 Release Wave 2

As the digital landscape continues to evolve, so does the need for agile and innovative business management solutions. Microsoft Dynamics 365 Business Central stands tall in meeting these demands, and its latest iteration, the 2023 Release Wave 2, brings...
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Innovate Your Processes and Boost Productivity With NetSuite’s Latest Features

Some exciting announcements came out of NetSuite’s annual conference, SuiteWorld, this October — they include some brand-new improvements to help innovate workflows across the platform.
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Five Fresh Metrics Every CFO Should be Measuring

The finance world is not what it used to be. New technologies, competition and even customer demands have changed its outlook. There has been a shift, and there will continue to be changes in how a company’s finances are processed. In this article, we’ll...
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Threats and Vulnerabilities to Monitor This Cyber Security Awareness Month

Have you ever received an email from an unfamiliar source and wondered, “How did they know that information?” or “How did they get my email address?” Cyber threats continue to evolve to make it easier for attackers to trip you up. From the “ILOVEYOU”...
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The Ultimate Guide to Scenario Planning

Companies are doubling down on scenario planning to increase resilience when facing a challenging collision of macroeconomic risk factors, like a looming recession, elevated inflation, rising interest rates and geopolitical uncertainty. By building...
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Sage 300 Add-Ons Spotlight

One of the strengths of Sage 300 is the massive ecosystem of integrated add-ons that can extend the capabilities of your software. When “out of the box” features don’t provide everything you need, Sage Add-ons Marketplace might be the answer.
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Unveiling the Power of Business Central’s Analyze Feature

In the digital age, businesses thrive on data-driven decision-making. Fortunately, Microsoft Dynamics 365 Business Central includes the "Analyze" feature that allows businesses to quickly examine their data and make well-informed decisions to drive...
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Gearing Up for Growth? CFO, CIO Alignment Drives Success

A CFO.com/NetSuite survey shows most businesses with less than $250 million in annual revenue expect to see growth in 2023. These leaders have largely cut discretionary spending and have contingency plans in place for various scenarios. Now, respondents...
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Account Reconciliation In the Cloud: Moving Beyond Spreadsheets

Account reconciliation is a critical first step in the financial close process. It establishes the foundation for month-, quarter- and year-end success. Accountants perform reconciliations at the end of accounting periods to ensure the general ledger...
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5 Tricks to Make Your ERP Implementation a Success

Implementing an enterprise resource planning (ERP) system can be a complex undertaking that affects many parts of a business. As with any major initiative, a carefully designed plan is critical. Dividing your implementation into phases, each with clear...
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The Benefits of Microsoft Office 365

You’ve probably heard of Microsoft Office 365. It’s Microsoft’s offering of all the applications you’ve been using for years (Outlook, Word, Excel, etc.) hosted in the cloud. In addition to these applications, Microsoft offers services such as Exchange...
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New Navigation Keyboard Shortcuts In Sage 300 Web Screens

A recent update for Sage 300 introduced a new set of keyboard shortcuts that allow you to open screens from the navigation menu without having to bounce back and forth to the mouse. Here’s a look at these new commands available in Sage 300 web screens.
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What’s New In Sage CRM 2023 R1

Sage CRM 2023 Release 1 is now available. Let’s look at the new and noteworthy features in the latest version.
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Unlocking the Power of Passkeys

In our increasingly digital world, safeguarding your personal information is paramount. One of the newest ways to protect online accounts is through using passkeys.
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Are You Still Protected by Your Antivirus Software?

Simply put, you’re not fully protected by having antivirus software installed. Antivirus applications may take down weak threats, but as technology becomes more sophisticated, so do attacks.
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How to Protect Against the Threats of Public Wi-Fi

Public Wi-Fi seems almost ubiquitous these days. Lots of locations and establishments like to offer it as a perk for you to take advantage of. However, not every organization responsible for these public networks properly secures them.
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Five Tips for Staying Safe Online

“Hey, check out this link!” Is that a .ru domain? “This will make your computer run so much faster if you do this...” I’ve never heard of that site before. “You need to take action now! Go here to help:…” Why the urgency?
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Case Study: Demand Planning Solution Integration With Dynamics 365 Business Central

Manual processes throughout your supply chain will eventually hold your business back if they aren’t already. If you still rely on manual processes for demand planning, it’s time to consider tacking on an integrated demand planning solution like Netstock.
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What’s the Biggest Threat to Your Network Security?

You may picture the biggest threat to your network as an outside attacker — some bad actor, well-trained in hacking into systems and taking advantage of network vulnerabilities. The reality is that the biggest threat to your system is the people that...
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Simplify Vendor Management In NetSuite

Strong vendor relationships are integral to running your business. With that in mind, NetSuite vendor management makes it easy to maintain supplier relationships. All information related to each vendor is located within a central record, so purchasing...
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Elevate Your Customers’ Experience With NetSuite’s Customer Center

Few things are worse than an unsatisfied customer. No matter what could possibly leave them unhappy, you want to avoid a potential mishap at all costs. Nowadays, word spreads fast, and customer reviews hold a ton of power when it comes to growing your...
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The Future of Dynamics GP and Misconceptions About Moving to the Cloud

With cloud migration as a top technology trend for businesses looking to modernize their systems, you may be wondering what’s in store for on-premises systems like Microsoft Dynamics GP. We even presented a webinar specifically for Dynamics GP users...
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Better, Faster Accounting and Decision-Making for CFOs

In a classic ’80s Dunkin' Donuts commercial, Fred the Baker repeatedly says, “time to make the donuts,” as he endures rain, snow and exhaustion. Many accounting professionals can relate when they contemplate the traditional monthly close process, which...
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Cyber Security Wake-Up Call: What’s Putting Your Organization at Risk?

If your organization hasn’t been prioritizing cyber security, it’s time to make a change before a disaster forces you to do so. Hackers aren’t going to wait for you to get your act together — they’re ready to strike now, so there’s no time to spare when...
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How to Defend Against Payroll and Email Fraud

Whether or not it’s on your radar, your business could be at risk of payroll fraud through your email account.
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New In Sage 300: User Activity Report, Project and Job Costing Web Screens

The release of Sage 300 2023 Product Update 1 (2023.1) introduced a new User Activity Report. Let’s take a closer look at this new feature that provides detailed activity logs for all companies in your Sage 300 database, along with new project and job...
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The Hidden Benefits of Cloud Services

There’s a lot of talk about cloud services and how the cloud is improving processes for businesses and nonprofits. But you may still not be privy to some of the lesser-known ways moving to the cloud could advance your organization.
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Ensure Your NetSuite Account Has the Capacity to Scale

As businesses grow, they need to adjust their processes to prepare for peak demand periods, handle large volumes of product and service estimates, and manage high order and billing volumes.
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7 Secrets of Recession-Wise CFOs

Can a hawkish Federal Reserve pull off a soft landing for the economy while putting a lid on inflation? We’ll have to wait and see. But CFOs in leading firms aren’t banking on anything. They’re taking steps to keep their companies on an even keel no...
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Migrating to Dynamics 365 Business Central From Dynamics GP

If you're using Microsoft Dynamics GP to run your business, you may be experiencing some shortcomings with relying on an on-premises ERP system. Today's minor inefficiencies will likely become bigger roadblocks in the future.
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Automate Ecommerce by Integrating Shopify With Your ERP System

When working in multiple systems to run your business and execute your ecommerce processes, it’s challenging to find accurate data when you need it. Manual data entry, data exports and costly errors can result from keeping your ERP system separate from...
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How Objectives and Key Results (OKRs) Empower Organizations

CEOs like to set goals — attract top-tier employees, expand globally and increase sales by 20%. You know the drill. Identifying goals answers the “What do we want to accomplish?” question. But it leaves many more open, such as “How will we go about...
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Bridge to the Cloud 2 Promotion: Moving From Dynamics On-Premises to Dynamics 365 Online

On January 1, 2023, Microsoft launched the Bridge to the Cloud 2 promotion to support Dynamics Price List (DPL) customers moving from Dynamics on-premises to Dynamics 365 online.
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How to Build NetSuite Reports

For an accurate view of your organization, you need reporting capabilities that provide real-time visibility into company operational and financial performance across all business functions.
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What’s New In Sage 300 2023

Sage 300 2023 is now available! Here’s a look at some of the top new features that span security, web screens, CRM integration and more.
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How to Know When to Upgrade Your Accounting System

Regardless of whether your organization has seen symptoms of outgrowing your current accounting system, it’s important that you know what to look for in a more powerful enterprise resource planning (ERP) system, and if and when to make the transition.
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Survey: 90% of CFOs Will Use Automation, AI and Fintech By 2024

Largely because of the pandemic, reliance on technology as a business differentiator has progressed in the past two years at a pace that would otherwise have taken a decade or more to reach. Customers are rapidly shifting their buying to ecommerce,...
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The Latest Trends In Cyber Security and Compliance

With the cyber landscape constantly changing, your organization must be alert to today’s biggest threats and what’s on the horizon. You don’t want to face an uphill battle responding to a cyberattack when you could’ve taken proactive measures to keep...
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See Yourself In Cyber: Best Practices for Cyber Security Awareness Month

What have you been up to this October? When you think about the month, a lot comes to mind. But aside from the pumpkins, Halloween and your favorite seasonal beverage, it’s important to remember that October is cyber security awareness month. This month...
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Four Strategies to Safeguard Against Emerging Cyber Threats

Cyber security breaches have consistently been on the rise. Hackers are developing new and complex strategies to access your sensitive information. If it doesn’t work the first time, they’re sure to try again.
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How to Set Up Email Delivery In Sage 300

If you’re looking to automate email invoice delivery to your customers and vendors, you’re in luck! With the release of Sage 300 2022.2, you can now email documents using Microsoft 365.
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Don’t Wait to Update: Apple Security Vulnerabilities

Apple released an emergency software update, iOS 15.6.1, in response to security vulnerabilities in certain versions of their devices, including iPhones, iPads and Mac computers. The vulnerabilities would open the opportunity for a hacker to have full...
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Balance Supply and Demand Throughout Your Supply Chain

Managing the supply chain for your business means ensuring you balance the right combination of cost control, accurate lead times, inventory and service level.
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Establishing an Expense Report Policy In NetSuite

For any organization with staff members reporting expenses, you need to establish policies to clearly lay out what kinds of costs are reimbursable. With expense report policies in place, you can ensure your employees are on the same page while...
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Business Central 2022 Release Wave 2: What’s Included and How to Prepare

From October 2022 to March 2023, Microsoft Dynamics 365 Business Central will be updated with new functionalities included in the 2022 release wave 2. The highlights of the release include rebranded terminology, enhanced bank reconciliation, improvements...
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Accounts Payable Automation for NetSuite and Other ERP Systems

A powerful enterprise resource planning (ERP) system is central to optimizing operations across roles and departments. However, ERPs don’t automate accounts payable (AP) processes. AP is consistently ranked by financial executives as the single most...
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Nine Ways Businesses Can Minimize the Impact of Inflation

There’s no doubt we’re experiencing massive inflation, and with that comes more pressure on your business and its bottom line. The inflation rate jumped to 7% in 2021, and in a recent Conference Board survey of a group of 900 CEOs, 55% said they expect...
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Advantages of Payment Acceptance Platform Integration In Business Central

A payment acceptance platform can provide a great deal of value if you’re looking to automate your business’s accounts receivable (AR) processes.
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Simplify Payment Acceptance In NetSuite With SuitePayments

Providing digital payment options like credit cards and automated clearing house (ACH) payments can increase sales and improve cash flow. However, working with multiple payment processing systems can create challenges for your sales, order management and...
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Sage 300 2022.2: Enhanced Security, Passwords and Documents

The second product update for Sage 300 2022 (version 2022.2) is now available and includes new security features.
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Process Improvement: Why It’s Important for Your Organization

Are your current business processes in need of an update? Even if your workflows are tried and true, switching to more efficient operations increases productivity and saves you from unnecessary costs. If you’re not considering how to innovate your...
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Quickly Go Live On NetSuite With SuiteSuccess Starter Edition

Efficiency is key to the success of small and rapidly growing organizations. With NetSuite, you can maintain that momentum with the ability to manage all aspects of your organization in a single system. NetSuite SuiteSuccess Starter Edition is designed...
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Effective Project Accounting for Service Businesses

The success of a project in a service business depends on accurate time and expense inputs, billing rules, workflows and processes. Inaccuracies introduce billing errors and these mistakes damage customer relationships, impact your reputation and put...
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Unifying Financials and Inventory: Why Fashion Companies Are Moving From QuickBooks to NetSuite

As a starter system for fashion companies, QuickBooks is a logical and economical choice. QuickBooks provides the basic functionality any fashion business needs in a financial management system — managing a company’s chart of accounts and its...
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Improve Workflows With SuiteFlow In NetSuite

When people think of workflows in an ERP system, they generally think about approval workflows. However, NetSuite’s workflow management system, SuiteFlow, extends that definition by allowing your ERP system to work smarter for you.
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Prioritizing Cyber Security In the Wake of Disaster

The conflict in Ukraine should serve as a reminder to review your cyber security, backup/disaster recovery and business continuity plans. Forbes reported that “immediately after the conflict broke out, suspected Russian-sourced cyberattacks were observed...
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The Benefits and Magic of Virtualization 2.0

Back in January of 2017, I wrote a blog post called “The Benefits and Magic of Virtualization for your Organization’s Computer Network.” Over five years have gone by, and since then, a lot has changed. We’ve been through a pandemic that pushed a lot of...
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Five Signs That Your Manufacturing Business Needs to Update Current Systems

Over the years, small to midsized manufacturing companies have pieced together multiple applications to run their operations, from accounting to order fulfillment, to sales and marketing. This infrastructure lacks many capabilities, limits visibility...
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What Goes Into NetSuite Pricing

If you’re considering transitioning to NetSuite, it’s important to set expectations and understand what the overall cost will be to your organization. You need to know how each aspect of the software is priced and what goes into the bottom line.
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Improvements to Sage 300 Web Screens and Order Entry

The first product update for Sage 300 Version 2022 (2022 R1) is now available. Let’s look at the enhancements added in this latest software release and how you can take advantage of these features.
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Nonprofit Planning and Budgeting In the Cloud

For nonprofit organizations, financial sustainability is built upon the timely review and reporting of financial activities to constituents. With the increasing need to accurately measure outcomes, rising donor expectations and massive changes in the...
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Manage Multi-National Operations With NetSuite OneWorld

In the global market, businesses must be data driven, innovative and able to scale rapidly in response to changing market dynamics and customer demands. When operating internationally, your business needs a solution that allows you to execute at a global...
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SuiteAnswers: Easily Find Information On Any NetSuite Topic

One of the most helpful features of NetSuite is SuiteAnswers. SuiteAnswers gives users the ability to easily find information while working within the NetSuite ERP application through a knowledgebase of support articles, help topics, training videos,...
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The One Big Thing That Will Make or Break Your ERP Implementation

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...
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What Does a New ERP Implementation Look Like?

I see every new ERP implementation as a challenge to find the best possible solution. No matter how many times I install accounting software, I always learn something new. My favorite part of an ERP system implementation is gathering more knowledge to...
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The Top Cyber Threats for 2022 and How to Protect Your Organization

Bad actors have too many methods to take advantage of vulnerable organizations, and they’re getting more sophisticated with time. That’s why it’s imperative that your organization is aware of potential cyber threats and has the right measures in place to...
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Leading Practices for Nonprofits to Improve Operational Performance

There’s no question that nonprofit organizations have faced countless challenges over the course of the past two years. As the need for your important efforts escalates, your organization has to keep up. Couple that need with a technology infrastructure...
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Quick Guide: Adopting Mobile Scanning for Manufacturers and Distributors

Even though barcodes are easy to create, only about half of businesses are using mobile scanners in their warehouses and fulfillment centers today. For small businesses, it may seem like something to strive for when they’re bigger. The reality is that...
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Go Beyond Spreadsheets to Grow Your Service Business

Service businesses of any size often face similar challenges in their pursuit of growth. Whether scaling from a start-up or a mid-sized business, there are impediments to growth both inside and outside the organization.
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Leading Practices and Processes for Apparel, Footwear and Accessories Businesses

As the pace of change in business accelerates — especially for those still relying on aged, on-premise ERP systems — apparel, footwear and accessories (AFA) companies are struggling to keep up. Coupled with the current state of labor shortages and issues...
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The Log4j Vulnerability and What You Should Know

At this point, you’ve likely heard about the Apache Log4j vulnerability and the severity of the issue. With all of the buzz around the security flaw, you need to know what exactly the threat is and who it potentially affects.
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Process Optimization for Apparel, Footwear and Accessories Companies

Apparel, footwear and accessories (AFA) companies operate as manufacturers, wholesale distributors and retailers. Since your business is wearing many different hats, you need one solution that can accommodate the complexities of servicing multiple...
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Case Study: A Nonprofit’s Switch From QuickBooks Online to NetSuite

Baltimore Youth Cycling (BYC) is a nonprofit that introduces kids to bike racing and develops junior bike racers through their road and cyclocross racing programs. BYC is 100% volunteer-run and relies on electronic systems to keep their operations...
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Expense Reporting With NetSuite’s Mobile App and Employee Center Role

Expense reports are essential to monitoring spending and tracking the costs incurred from your business operations. Whether they’re monthly, long term or recurring, it's important to analyze this information to get a clear view of your organization’s...
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Cyber Monday: 5 Tips to Keep You Safe This Online Shopping Season

With the holidays right around the corner, we’ve put together a few tips and tricks to look out for while doing your online shopping. In recent years, online shopping has grown exponentially in comparison to shopping in-person — and bad actors are aware...
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The Latest Technology Trends for Nonprofit Infrastructure

You don’t want to be the last in line when it comes to modernizing your organization’s processes. Staying up-to-speed with what is on the horizon allows your nonprofit to master and measure mission impact effectively. Infrastructure needs are changing...
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Run All Your Organization’s Processes In One System With NetSuite

If you’re relying on separate systems to execute your organization’s essential functions, chances are you’ve been faced with challenges regarding information accessibility, accuracy, consistency and so forth. It might seem like these challenges are a...
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How to Make Your Home More Cyber Secure

Be it your doorbell, thermostat, garage door or even the new coffee maker, your home likely has several devices and appliances that connect to the internet. It may seem like this capability is an added benefit of these items to modernize your space and...
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Migrating From Dynamics GP to Dynamics 365 Business Central Online

With growing demand and the push to modernize processes, many businesses are opting to ditch their in-house servers and move their ERP systems to cloud or hosted services. There are many benefits to making this change including reduced IT costs,...
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How to Better Manage Your Procurement Process With NetSuite

Your business must be prepped with the supplies it needs in order to operate. For that reason, having a reliable procurement process is essential for your business’s success. While going through the procurement process, you need to establish and maintain...
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Tips and Tricks for Cyber Security Awareness Month

It’s October and that means one thing. Well, it actually means a few things: Halloween, hayrides, pumpkins and spice and everything else that’s nice. But October is also Cyber Security Awareness Month. The Cybersecurity & Infrastructure Security Agency’s...
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Password Managers for Families

We live in a digital age with usernames, passwords, biometric logins and so much more. Like it or not, it’s here to stay. But having all these passwords can be confusing and frustrating. How do you keep track of them all? And how do you make sure they’re...
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Managing Inventory for Service Businesses

Although inventory plays a different role than in other industries, it is no less significant to running your service business. The quality of your services and the satisfaction of your customers depend on the materials your business uses to get the job...
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Quick Guide: Managing Technology for Your Business’ Remote Workforce

When a business has employees who work remotely in any capacity, network access and communication between employees and customers becomes even more essential. As more businesses acclimate to a remote setup, it’s important to make sure you’re fully...
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Supply Planning for Manufacturers and Distributors

Balancing supply and demand in your manufacturing or distribution business is a delicate process. Both an art and a science, good supply planning ensures that your business has the right combination of cost control, lead times and service level. Supply...
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What’s Included In the New Sage 300 Web Screens?

With any update to your ERP system, it’s important to understand how to take full advantage of new capabilities. You may have noticed that each new release of Sage 300 features new web screens. But you might still be wondering what web screens are and...
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How to Measure Outcomes That Deliver Mission Impact In Nonprofits

Accurately assessing and reporting the results of your work is critical to determining your nonprofit’s impact. How else can you tell if funding is being used appropriately or if your organization is accomplishing its goals? Clear methods of gathering...
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What’s Included In the New WatchGuard EPDR

When thinking about anti-malware products, most people think Norton, McAfee, Webroot, Trend Micro and so on, but not too many people think of WatchGuard. Don’t they just make firewalls? Actually, that’s no longer the case. For years, WatchGuard has had...
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How to Gain Real-Time Visibility and Transparency In Your Finances Using SuiteBilling

If you’re in the service business industry, having real-time visibility and transparency in your finances is critical. As your business moves to the cloud, you may be wondering how you could streamline your billing process to make the experience...
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Paying Ransom On a Ransomware Attack Is Illegal

What would be your first reaction if your business got hit with a ransomware attack? Many business owners would jump to pay the ransom, as it seems like the quickest and most painless way to get operations back to normal.
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3 Ways Manufacturers and Wholesale Distributors Can Enhance Their Warehouse Management

If you’re a manufacturer or wholesale distributor, you’re most likely looking to increase labor productivity, reduce handling time and optimize space utilization. This can be a daunting task unless you have a tool in place that gives you a 360-degree...
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All-In-One Software for Better Nonprofit Management

Finance and fundraising departments meet and greet at each transaction. Fundraising connects the transaction to an organization, a household or an individual — and further — needs to track and report on marketing data associated with the transaction....
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Windows 365 vs. Azure VDI: What’s the Difference?

Adopting a new technology tool can sometimes feel like more trouble than it’s worth because of the steep learning curve. It’d be nice if everything you already knew how to use was simply ushered into the next tool. You’re used to current workflows, but...
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How to Unite Development and Finance Teams for Nonprofit Organizations

Different departments have different priorities. Misalignment between a nonprofit’s departments can wreak havoc in the board room and cause disruptions in key areas of the organization. Integrating information is essential for your fundraising and...
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How NetSuite Ticks All the Boxes for Wholesale Distributors

On-premise legacy systems and tools, box store relationships and simple processes. For generations, companies in the wholesale distribution industry had everything they needed within their facilities and existing networks to keep things running and their...
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Enable Economic Independence With NetSuite Revenue Management

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...
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Fend Off Cyberattacks With Webroot Evasion Shield

Business owners continue to learn the importance of going on the offensive to fend off cyberattacks. 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...
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How NetSuite Helps Manufacturers Improve Quality Management

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...
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Making Production Scheduling Easier for Manufacturers

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...
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One More Reason to Test Your Organization’s Cyber Security, for Real

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...
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How to Improve Project Management for Service Businesses

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...
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eCommerce Platforms for Distributors and Retailers: What to Look For

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...
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How Manufacturers and Distributors Can Master Demand Planning

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...
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Funding Available for Maryland Government Contractors to Meet Cyber Security Compliance Requirements

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...
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Service Businesses Run Better On NetSuite

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...
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How to Protect Your Business From Ransomware

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...
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What Business Owners Need to Know About Cyber Insurance

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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New Technology Innovations Every Business Should Tap Into

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...
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Manufacturers & Distributors: How to Build Reliability With NetSuite CRM

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,...
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Cloud Hosting: Is It Right for Your Business?

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...
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How to Streamline Expense Reporting In Microsoft Dynamics GP

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...
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6 Ways Your Business Can Optimize Fulfillment to Meet Demand Like a Pro

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...
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What You Need to Know About the Microsoft Exchange Zero-Day Exploit

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...
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How to Customize Forms and Fields In NetSuite

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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6 Ways to Profitably Scale Your Business With NetSuite Order Management

As your manufacturing 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...
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Dynamics GP eConnect Can Work With .NET 5

.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,...
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How to Safeguard Your Healthcare Organization From a Cyberattack

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....
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How to Optimize Inventory Levels and Ensure Product Availability

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...
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4 Ways Sage Enterprise Intelligence Makes Reporting Easier

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...
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Microsoft Dynamics GP Year-End Closing In 5 Easy Steps

‘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...
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6 Tips for a Successful Year-End Close Sage 300 Users Should Know About

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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NetSuite’s Campaign Management: Grow Your Business With CRM In the Cloud

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...
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Sage 300’s Bank Reconciliation Process Just Got Faster

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 Electronic Bank Feeds functionality in Sage...
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5 Best Practices for Making Cyber Security Less Scary

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...
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How to Use NetSuite’s Fixed Assets Management Module

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. ...
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How to Get Your CMMC Certification Across the Finish Line

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...
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The Simple 6-Step Process: Procure-to-Pay Overhaul for Your Long Term Care Facility

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...
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The Foolproof Formula to Building a Secure Password

It’sWorld 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...
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How Much Should I be Spending On Home Cyber Security?

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...
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How Smart Is Too Smart? 8 Ways to Defend Against a Digital Home Invasion

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...
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3 Questions You Need to Ask About Your Managed Services Contract Before You Sign

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...
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The Quick, Easy Steps You Can Take to Fight a Cyber-Criminal Like a Superhero

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...
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6 Shockingly Effortless Ways to Keep Up On Cyber Security That Even Your Grandma Can Do

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 cyberattacks are getting more sophisticated, there are a few...
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5 Questions Our Help Desk Gets and How We Answer Them

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...
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8 Fundamental KPIs Your Financial Pros Need In Their Business Intelligence Dashboard

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...
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7 Signs Your Business’s Technology Tools Are Outdated

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,...
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4 Mistakes You’re Making With Your Spam Filter (and How to Fix Them)

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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3 Glaring Signs Your IT Provider Is a Deadbeat (and How to Break Up With Them)

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...
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