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Thursday, 09 August 2018 21:27

Is Dynamics GP Dead?

Is Microsoft Dynamics GP Dead?

Is Dynamics GP dead? For 20 years Dynamics GP has helped business become digital. Rest assured Microsoft Dynamics GP has made its mark in the Dynamics ecosystem, and it’s here to stay. Join our webinar and find out where Microsoft Dynamics GP is headed.

This webinar will cover

-The future of Dynamics GP
-What it means for your business

Date: Wednesday August 29, 2018
Time: 11:00AM - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Published in WebSan Blog

Key Differences and Comparison:
Dynamics GP & Dynamics 365 Business Central

Microsoft Dynamics GP has been around for over 20 years and Microsoft Dynamics 365 Business Central is Microsoft’s newest accounting system. Both systems are geared to manage core finances for small and medium-sized businesses, but they also have some key differences. This webinar will be comparing the differences between Business Central and Microsoft GP, topics will include:

-Multicurrency
-Financial Reporting
-G/L Account Structure
-Project Accounting
-Manufacturing

Date:  Wednesday August 22, 2018
Time: 11:00AM - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Published in WebSan Blog

Download one of our free Microsoft Dynamics Demos

If you’re thinking of expanding your operations and considering doing business internationally, then having an ERP system capable of processing multi-currency is essential for your business practices. In this post, we highlight the key benefits of utilizing multicurrency features found in Microsoft Dynamics products such as Microsoft Dynamics GP and Microsoft Dynamics NAV:

Receive Up-to-Date Information on Current Exchange Rate

With multi-currency ERP, exchange rate calculations and reports are performed and updated periodically. These updates provide invaluable insights towards when would be the right time to perform any exchanges with a partnering country, such as when to process transactions when the exchange rate is lower and to avoid excessive spending once the exchange rate increases.

Automation Capabilities

Depending on which Dynamics product you are currently using, there are a number of functions and features that are designed to simplify tasks requiring multi-currency reporting and exchanges. With multi-currency in ERP, foreign currency is tracked and can be automatically converted into financial reports at your leisure. Additionally, for organizations with firms in foreign countries, multi-currency allows payroll to be sent to their international firms and immediately convert local currency to whichever country your agency resides in.

Establishing Fixed Rates

Due to daily fluctuations in the exchange rate, it is important to consider specific rates towards transactions with overseas customers and/or vendors. For example, a customer has requested to purchase one of your products. You had provided a quote for them yesterday and ship out the product today. However, the customer will only pay the bill tomorrow. For total transparency regarding what rate will be used towards the transaction, so long as the rate at shipment was finalized, then the rate will be locked in during payment regardless of future changes in the exchange rate.

WebSan Solutions specializes in Multi-currency management in Microsoft Dynamics GP and NAV. Click here for our free ERP whitepaper, and feel free to contact us with any questions, comments, or concerns that you may have.

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

Published in Tips & Tricks

View our free webinars Sign up for WebSan University Take our FREE ERP Assessment

Is your company considering expanding its business across Canada? If so, Microsoft Dynamics GP has some fantastic features and functions that can assist your organization during its transition that will help ease the restructuring process:

Multicurrency Management – With the multicurrency management function, your organization can automatically perform currency conversions for all accounting transactions and seamlessly record realized or unrealized gains and losses in your organization. This allows you to seamlessly move money between currencies and streamline your foreign currency cash flow management.

Cloud Based Reporting – Gone are the days where a company’s systems and networks were fixed to one location. With Dynamics GP now available on the Cloud, you’ll be able to reduce the necessity for travel time and expenses and perform all your accounting, operations management, and reporting from anywhere and anytime.

Human Resource Management – Ensure that your company’s quality and standards are maintained. Utilize the human resource management features to attract potential new employees and automatically analyze and identify the best candidates that match your company’s desired skill sets. Additional features also include: customizable employee scheduling and pay rates, performance evaluation tools, as well as employee self-service features.

Unsure if Dynamics GP applies to your field of business? Contact Us and find out which Microsoft Dynamics product will best suit your business needs today.

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Tips & Tricks

View our free webinars Sign up for WebSan University

It’s no surprise that every business somehow uses Excel in their everyday routine. It’s the easiest and the most popular tool to organize your company’s data. But eventually your data starts to outgrow Excel possibilities. Here are 3 signs that your business needs to switch from spreadsheets to more advanced accounting software.

1. Your spreadsheets aren’t manageable anymore

If finding a single figure in your spreadsheet makes you feel tired, angry and irritated, it’s a sure sign that you need a database. Once your spreadsheet reaches 100,000 rows, it will slow down your computer and make it almost impossible to find necessary information. A comprehensive solution like Microsoft Dynamics GP can easily store your data with a possibility to create powerful and useful reports for your business. 

2. You use advanced Excel functions on a daily basis

Stop overwhelming yourself with advanced Excel functions every single day. If you use such functions as VLOOKUP, PIVOT and SUMIF, you just don’t need Excel anymore. Consider looking into a new accounting system, which can produce stronger calculations. Moreover, it’s much easier to use.

3. You need to secure your data

No matter what size your business is, you have some confidential data and Excel isn’t your friend in this case. An Excel file can be easily transferred through email or USB stick without you noticing. Just imagine, how big of a damage it can cause your business if one of your employees attaches the wrong file. You need a new accounting solution, if you have any confidential information.

Do these scenarios ring a bell? Then try our free Microsoft Dynamics GP Demo and do away with a headache from Excel forever. 


Alina Hura, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Tips & Tricks

View our free webinars Sign up for WebSan University Take our FREE ERP Assessment

With ERP software, redundant and repetitive tasks can be greatly reduced thereby improving overall organizational management and employee productivity. With Microsoft Dynamics GP, here are 3 ways that ERP software can help your company maximize its potential and improve overall efficiency: 

Payroll Management

With certain employees undertaking various roles within your company, it can be difficult to track their time and expenses. Employee Accounts and Splits organizes employee cost and expense distribution, allowing companies to manually control how an employee’s time and expenses will be divided based on department, position, pay code, or general ledger account.

Manage Employee Absences

Whether it be due to vacation time, sick leave, or administrative leave, employee absence can disrupt work flow and result in extra work for payroll to manage absences. Moniroo, a time and expense system integrated with Microsoft Dynamics GP, helps to streamline this process by calculating accruals and managing employee absences through pre-configured leave plan details. Additionally, Moniroo allows companies to track employee expenses and generate automated expense reports and reimbursements.

Provide Workflow Solutions for Employees

To make the life of employees easier, workflow solutions can be implemented. These aid employees in managing their work loads and assigned tasks. Workflows can be customized and tailored for specific departments within your company, allowing employees to transfer reports and customer requests through the appropriate channels for review and/or approval.

Still wondering if Microsoft Dynamics GP is a good fit for your company? Click here for more information on how you can benefit from an ERP system, as well as receive a free ERP assessment along with webinars, training catalogues and additional resources.

 

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Microsoft Dynamics GP

With numerous ERP software solutions out in the market, consumers may find it overwhelming to pick one that would best fit their needs. WebSan Solutions aims to streamline the ERP selection process by offering a quick and comprehensive guide to help determine which Microsoft product is right for you.

With over ten years of expertise in offering top-notch software solutions, we’ve advised many companies about which products will help improve their business processes and bottom line.

The infographic below showcases WebSan’s product offerings – Microsoft Dynamics 365 Business and Enterprise edition, Microsoft Dynamics NAV and Microsoft Dynamics GP.  Depending on the company’s size, industry, budget and need, the infographic summarizes the products’ main features and modules and suggests which product would be the best fit.

The four-step guide helps to simplify the ERP selection process by asking questions that software buyers will find easy to answer. Although created to offer general product recommendations, the infographic will give software buyers an overarching idea of which solution would best benefit them.

To learn more about our product offerings and how we can help your business, click here or contact us

new-microsoft-erp-3

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in professional services
Monday, 19 September 2016 00:00

The Benefits of Integrating your ERP software

View our free webinarsSign up for WebSan UniversityDownload our free Dynamics GP demo

Apart from selecting the right ERP software, one of the key components to identify before purchasing is the ERP software’s integration with a Customer Relationship Management (CRM) and a Time and Expense system such as Moniroo.  

While a CRM system gives insight to help analyze different points of contact between the customer and the company, a time and expense system keeps track of how you utilize your resources and enables you to better leverage your employees’ time.

Below, we outline the top benefits of integrating your ERP software with a CRM and time and expense system.

  1. Data synchronization

An integrated solution eliminates the duplication of data entry and streamlines order and customer data processing.  Data that can move seamlessly between systems include product and customer information, sales orders, inventory levels and shipping updates.

    2. 360 degree view of your customer

Synching information among systems enables you to get a 360 degree view of your customer and help facilitate multi-channel marketing, personalize the customer experience, and anticipate your customer’s needs. Integrating your CRM, ERP and time and expense system provides visibility into your customer’s buying habits, order history, preferences and account standing, among others.

   3. Easy access to critical information

Integrating systems gives employees the ability to access important information in real-time such as customer financials, order history, inventory, returns, pricing and payments.

  4. IT time and cost savings

Businesses can save on operational costs with IT teams no longer having to input duplicate data and install and maintain multiple systems. In addition, the Aberdeen Group reports that linking your time and expense system with your credit card and importing data automatically reduces the cost of processing expense reports by as much as 78% per transaction.

 5. Scalable and Flexible

Integrating your CRM and time and expense system with your ERP system ensures that these business solutions can grow along with your business. New employees can be easily added into the system and new modules such as multicurrency and accounts payable are readily available for when you need them.

To learn more about integrations and how we can help, contact us today.

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Microsoft Dynamics GP
Monday, 18 April 2016 00:00

5 Great Microsoft Dynamics GP Resources

View our free webinarsSign up for WebSan UniversityTake our FREE ERP Assessment

Over the years, the Microsoft Dynamics community has grown and evolved into a worldwide system where end users and partners can network, collaborate, and share their knowledge of GP. There are a number of events that bring us together in person, and resources that bring us together online. Here are 5 great resources that you can turn to for help in the Dynamics GP community:

  • The Dynamics GP Blogster – Mariano Gomez (MVP) provides you with his insightful knowledge of Dynamics GP

[http://dynamicsgpblogster.blogspot.ca/]

  • Community Dynamics – a forum used to ask questions about Dynamics GP and have them answered by GP professionals from all around the world

[https://community.dynamics.com/gp/f/32]

  • Dynamics GP User Group – a communication channel for GP professionals to network and share their Dynamics GP knowledge

[https://www.gpug.com/home/welcome]

  • Dynamics User Group – a forum for end users to ask questions about how to use Dynamics GP

[http://dynamicsuser.net/gp/f/103]

  • Dynamics GP Land – Christina Philips and Steve Endow (both MVP’s) share their knowledge of Dynamics GP

[http://dynamicsgpland.blogspot.ca/]

If you are looking for Microsoft Dynamics GP training and support, look no further! We offer exceptional customer service! View our Dynamics GP support plans and visit WebSan University

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics GP
 smb1-final  smb2

(SMB Group, 2014) 

Grow efficiently

  •           Microsoft’s ERP products (GP, NAV) and Dynamics CRM can efficiently take your company to the next level as your needs change or your business grows.
  •          Running your business in the Cloud means reduced upfront software cost and no servers to manage.
  •          Plus, you have the ability to add more users as your business grows.
  •          Microsoft’s business solutions are quick to implement and easy to maintain.
  •          Implementing projects takes weeks, not months, with a familiar user experience.

Do business anywhere

  •          Travel on-the-go with all your sales information available at your fingertips, using your mobile device.
  •          Accessing  your financial data using a web browser gives you the freedom to work from anywhere.

Connect with customers

  •          Microsoft Dynamics CRM helps you gain customer insights, grow sales, and maintain customer relationships.
  •          Using Dynamics CRM gives you a 360-degree view of your customer, from previous communications, current cases, products sold, and where they are in the sales cycle.
  •          Use Dynamics CRM’s interactive dashboards to help track your customers and discover new sales opportunities.

WebSan Solutions has incorporated simplicity into every aspect of your experience—from initial purchase and deployment,to ongoing maintenance and upgrades. Microsoft Dynamics GP & CRM can boost your daily productivity and deliver long-term value without complex and costly implementation.

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

 

Published in WebSan Blog
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