Author: Colleen Williams

Upgrading why should I do it? What are some benefits from upgrading?

Each year there is a new version of your ERP software and the big question is should this be the year that we upgrade. Many may see upgrading as a large project that will take time and resources but what you don’t see are all the benefits you will have from upgrading. These benefits are not always limited to the ERP enhancements with an upgraded software. A lot can happen in the year or two that it has been since your last upgrade. Businesses are constantly changing and the need for more automation and functionality out of your software is always there.

March 24, 2015

4 Ways to Maximize excel based budgeting in GP

Do you report actual to budget variance and always have a difficult time getting your budget into GP? Below are some suggestions on how to best use excel based budgeting within GP. There are options for users who have budget workbooks outside of GP and just need to load the data as well as users that are just starting the budgeting process and how to build templates and get historical data out of GP for budgeting.

March 5, 2015

How to Balance Your Consulting Life Without Going Crazy

A long time ago I started a family and after taking some time off work completely, I was ready to get back to into the game. However, being a mom, I did not want to have a typical 9 to 5 job because I needed to be available to take my kids to school as well as continue to be the main caregiver. I eventually took a job doing consulting work. Consulting, to me, makes me think of having some freedom within your schedule and not the typical 9 to 5 hours. (A testament to this statement is that it is currently 9pm on a Monday and I am writing this. The down side is that I left my house to go to work at 7am this morning and am still working.) But I do enjoy my job. It consists of new implementations, software upgrades, training, and support. Something new that challenges me everyday. But the question still remains (and sometimes, I still struggle with) is how does one handle the process of juggling the demand of multiple clients, multiple projects, and a family life outside of work?

November 24, 2014

5 Ways to Speed up BI360 Reports

Regardless of the report writer you are using, the most commonly asked question is, “How can I get my reports to print faster?” There are some options in the build of the reports that can help with performance. Here are my top five ideas on how to get your BI360 reports in running time!

October 2, 2014

Is your Sub Ledger Reconciled to your General Ledger?

As accountants one of the most daunting tasks each month is reconciling your sub ledgers to your general ledger. There are several things you as a controller or manager can do within your Dynamics GP ERP to help with this. Here is a few tips and tricks I have learned along the way.

September 10, 2014

Analytical Accounting: What is it & How Can it Help My Business?

Do you feel like there is data that you could or should be analyzing? Is this data beyond your current chart of accounts (COA)? A great tool for tracking data that is beyond your COA is Microsoft Dynamics GP Analytical Accounting. This module within GP allows you to track your projects and funds by using Management Reporter, FRx, Smartlist and SQL Reporting Services.

How can a company tell if they need to add a segment to their COA or if Analytical Accounting will meet their needs?

August 1, 2014