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Friday, 02 August 2013 12:16

Why Doesn't my GL Match my Sub-Ledger?

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Many times, usually around month-end, I will get a call from a client that has a mis-match between their sub-ledger balance & their General Ledger.  The first thing I will ask them is whether or not all batches in their Financial Series Post are posted.  You can see from the screenshot below that GP will automatically create a number of batches in the Financial module after transactions have been posted in the Sales or Purchasing modules.  Company configurations can vary, however, in general, a transaction posted individually in a subsidiary ledger will have to also be verified & posted in the Financial Series Post before it will affect the GL.  Most transactions that are saved in the Financial Series Post have already affect the appropriate sub-ledger but NOT the General Ledger.

I advise clients to clear out all entries in the Financial Series Post daily to ensure accurate reporting and to be able to deal with any issues as they arise.

[caption id="attachment_1323" align="aligncenter" width="300"]Financial Series Post Financial Series Post[/caption]

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Wednesday, 31 July 2013 06:06

Excel Based Journal Entries

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Most office staff today perform a lot of analysis in Excel.  Staff are comfortable in Excel & familiar with its various functions.  As a result, staff may prefer to upload general journal entries through an excel based template.  Many times, large entries, such as those to a payroll clearing account, may need to be calculated in Excel before they can be entered in the system.  When staff already have the entry in Excel, its very convenient to be able to directly upload into GP.  As such, WebSan offers it's clients an Excel based Journal Entry upload tool capable of handling multiple journal entries spanning as many lines as required.

All customers should ensure their ERP partner / VAR offers the same baseline functionality in their system.

 

GL Upload

 

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Friday, 26 July 2013 12:00

Have a Dynamics GP Suggestion?

Do you have a suggestion for an improvement to Dynamics GP.  Let Microsoft know via Microsoft Connect:

connect.microsoft.com/default.aspx

Adam MacIntosh is  a Senior Project & Account Manager with WebSan Solutions Inc.

Tuesday, 23 July 2013 06:40

Upgrade to Dynamics GP2013

Want to upgrade to Dynamics GP2013 and enjoy all the new system benefits, call WebSan!  We are experienced with Microsoft Dynamics GP2013 upgrades and can help guide you in order to avoid typical pitfalls.  Microsoft is currently supporting Dynamics GP 2010 and 2013.  All users on older versions should look to upgrade immediately to ensure they are supported.

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2012 Microsoft Impact Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

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Are you not current with your Microsoft Dynamics license maintenance?  Not ready to move off of Dynamics but not ready to pay the maintenance penalty?  Move to hosted Microsoft Dynamics GP.  We will upgrade you & move the system onto our servers.  You will be instantly up-to-date on your licensing and supportable my Microsoft.

Our clients are already enjoying the following benefits of hosting:

  • 24/7 access to Dynamics GP via our secure, SAS70/SSAE16 Tier II data centre located in Toronto, ON
  • Web-based access to Dynamics GP from anywhere, at any time
  • Backups every 30 minutes and the ability to restore to any point in time!
  • Weekly offsite, secure backups of their environment
  • Free upgrades and patches, based on their own timing and needs

You continue to own your licenses, we just host them for you.  Call now to find out how you can enjoy these same benefits.

 

Microsoft Dynamics

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2012 Microsoft Impact Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Wednesday, 17 July 2013 06:06

Upgrade Dynamics GP at No Cost!

The Microsoft Dynamics GP Professional Services Tools Library (PSTL) is a group of tools that allow users to improve system capabilities & increase productivity.  Users generally have access to these at no cost but do not take advantage of them.

Within the Finance module, one can Modify Accounts, Fiscal Periods, or Fixed Assets, allowing end users to convert historical records to new records, maintaining the necessary history & without corrupting your database.  Within the Purchasing module, users are able to update / convert vendor records, similar to the above.  Further, users have the ability to set minimum values for payabales cheques or combine cheques where necessary.  Similar updates are available throughout the system, allowing updates to master data records such as salespeople, territories, customers, employees, inventory, etc while maintaining the proper history.  One key feature many users like is the ability to unapply receivables documents, opening them back up for one to enter transactions against.

Ask us about how you can get free access to this wonderful tool today.

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2012 Microsoft Impact Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Monday, 15 July 2013 17:00

Get a Quote Today!

Customers are always looking to find the best deal possible, no matter what the product or industry.  Why not shop around?  Use our quote generator today to ensure you are saving money on your IT systems.  We offer hosting services, on-premise support, free upgrades, and more.

 

Check us out!  It only takes a couple minutes:

http://www.websan.com/quote

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Certified Partner and 2012 Canadian Channel Elite Awards Finalist.

Wednesday, 05 June 2013 15:15

Dynamics 2013 Upgrade Useful Information

Hi All

I discovered a couple excellent blog post from two fellow Dynamics community members that I wanted to share.  Both relate to upgrading to GP2013.  At this time, there are still a number of known issues with GP2013 even though Service Pack 1 has been released.  If you are looking to upgrade to GP2013, please contact me via This email address is being protected from spambots. You need JavaScript enabled to view it. or 416 499 1235 ext 213.  In the mean time, I encourage you to review the blog posts below.

Sarah Purdy discusses Modified Dictionary Upgrades:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/04/11/modified-dictionary-upgrade.aspx

Chris Bulson discusses Version Checks & Upgrades:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/04/04/version-checks-amp-upgrades-lt-draft-gt.aspx

Adam MacIntosh is a Senior Project Implementation Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Tuesday, 04 June 2013 18:09

Manitoba PST Update

Effective July 1, 2013, the Manitoba government is increasing the PST rate from 7% to 8%.

After this cutoff date, GP users will have to change the tax setup prior to inputting any Manitoba AR / AP invoices.  This change can be completed by navigating to Administration > Setup > Company Tax Details.  Then, select the appropriate tax detail (generally you will have one for Sales and one for Purchasing) and update the Percentage field from 7% to 8%.

[caption id="attachment_1229" align="aligncenter" width="300" caption="Tax Setup"]Tax Setup[/caption]

If you have any questions, please feel free to contact our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.

Adam MacIntosh is a Senior Project Implementation Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Monday, 20 May 2013 12:00

Web Based Dynamics Reporting

Need access to your Dynamics GP data on the go?  Not able to manage your team while outside the office?  Access your Dynamics GP data from anywhere using the WebSan TEX Portal.  With two layers of security, staff can view GP Reports from anywhere they might be.  Now your staff can have access to the information they need, whenever they need it!

Values per Week

For more information about WebSan's TEX Portal or Dynamics GP services, please contact Adam via This email address is being protected from spambots. You need JavaScript enabled to view it..

Adam MacIntosh is a Senior Project & Account Manager with WebSan Solutions Inc. A Microsoft Dynamics Silver Partner and a CDN top 100 solution provider for 2012.