WebSan Solutions Inc. Strengthens Market Presence with Acquisition of Rimrock Corporation's Dynamics GP Customers

WebSan Solutions Inc., a leading provider of cloud-based business software solutions, is thrilled to announce a significant strategic investment in its growth journey by acquiring Rimrock Corporation's Dynamics GP customer portfolio. This acquisition demonstrates WebSan's commitment to expanding its capabilities and enhancing its offerings to bette...

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Future of Microsoft Dynamics GP – Lifecycle Update 2028 & Beyond

In October 2019, Microsoft introduced the Modern Lifecycle Policy for Microsoft Dynamics GP  before this update Dynamics GP was governed by the Fixed Lifecycle Policy which in comparison has fixed end dates for their support. The Modern Policy offers continuous support and servicing, including bug fixes, new features, and the latest tax updates. This highlights the fact that Dynamics GP is not going anywhere soon with the Lifecycle Roadmap showing dates well into 2028 and beyond.

 

Dynamics GP customers can stay current by choosing at least one of the three all-inclusive Dynamics GP updates, typically released in June, October, and December yearly . The October update normally provides new capabilities whereas the two other updates will typically consist of hotfixes, tax updates, and regulatory updates.

 

Microsoft Dynamics GP is a powerful on-premises application that has built a huge community over the last 30+ years of Partners and Customers that love the product. Microsoft intends to continue both enhancing and supporting the solution in the future. Upgrading your Dynamics GP system ensures that you have access to new features, in addition to a resolution to any system glitches. Upgrading regularly also provides you with tax compliance, improved security, and more predictable costs.  

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New Application and System Features for Microsoft Dynamics GP available with the 18.4 Update

Microsoft has recently announced the features that will be included in the 2021 Year-End update to Dynamics GP, which will include the 2021 feature release as well. Dynamics GP continues to add yearly updates in terms of hotfixes, tax code-compliant updates, and other regulatory fixes. The following features are all based on customer requests, so users can look forward to improvement to these updates. Another advantage of this release is that new registration keys are not needed for this release.  



Microsoft Dynamics GP 18.4 Updates include:

 

Distribution

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New Feature in Dynamics GP 2020 Release: Schedule Check Links

Microsoft recently released a ton of new financials, distribution, human resources & payroll and system enhancements in their recent October release of Microsoft Dynamics GP. One of the most anticipated features is being able to schedule check links. Users can now set up a schedule to run check links outside of regular business hours. Users will be able to run the processes without having to select the Check Links process manually.

This process uses Report Scheduler setup and functionality as long as Microsoft Dynamics GP is open, and you’re logged into the correct company. To learn more about this feature, click here: https://docs.microsoft.com/en-us/dynamics-gp/whats-new/schedule-check-links

 

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Dynamics GP Migration to Business Central – is now the time?​

Dynamics GP Migration to Business Central – is now the time?​

This month's webinar will be about the number one most asked question regarding Dynamics GP. Is this the right time to move your data to the cloud? This webinar is for companies that currently have GP but are looking for a cloud solution and would like to know more about the Dynamics GP to Business Central migration process. Join this webinar to learn about the following:

● What is the future of Dynamics GP look like? ​
● Is it time to move to Business Central? ​
● What is involved in a migration to Business Central?
● What's the cost?
   - Migration Services
   - Software

Date: Wednesday September 23, 2020

Time: 1:00PM - 1:30PM EST

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Thinking of transitioning to the cloud with either Dynamics GP or Dynamics 365 Business Central?

 

Transition to Cloud Dynamics GP

Dynamics GP is a mature and robust ERP solution. However, over time, many clients have grown tired of maintaining servers, performing upgrades, etc. These clients are content on the system and have no reason to find another ERP platform. These clients will often transition their existing Dynamics GP environment to the cloud. WebSan is currently the largest cloud Dynamics GP partner in the country, providing hosting services for many organizations, large and small. We have a standard migration process to seamlessly transition your Dynamics GP environment to the cloud.

In the cloud, customers benefit from complimentary upgrades and backups. Security is also administered on a complimentary basis. Further, our full suite of services allows users to expand into areas of automation such as EDI or other integrations, opening up many possibilities that do not exist today. Further, upgraded environments allow customers to take advantage of Power BI & workflows capabilities that Microsoft has recently deployed.

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What's Next for Dynamics GP?

Dynamics GP continues to thrive, both for on-premise and cloud customers. Microsoft Dynamics GP is a mature solution with over 45,000 customers around the world, so it isn’t going away anytime soon. However, Dynamics GP isn’t immune from Microsoft’s consistent push towards the cloud.

So why move GP to the cloud?

Here are some reasons why GP customers move to the cloud:

  •           They need to invest in new hardware to support new versions of GP
  •           They are concerned about backups, recovery, security and 24/7 remote access
  •           They are not current with Microsoft on your maintenance and want to add users/capabilities to the system
  •           They are looking for better access to information/reporting (GP2018 required for Power BI)

So what can we expect in future releases of Dynamics GP?

First, Dynamics GP releases and development will continue from Microsoft. The current roadmap is projecting two additional version releases. This clearly indicates a commitment by Microsoft considering these are typically released every two years. Customers should expect various user community requested enhancements and fixes.

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Experience Digital Banking with the EFT for Payables Module for Dynamics GP

 

In today’s digital banking system, transferring EFT or ACH files to/from your bank has become a key element of any modern business. The EFT for Payables module for Dynamics GP will give your company the ability to automate this process entirely within your existing Dynamics GP environment. Proper utilization of the EFT for Payables module will increase productivity and reduce manual cheque processing.

     
  • Learn more about the EFT for Payables module for Microsoft Dynamics GP.
  •  
  • Eliminate costs associated with postage
  •  
  • Stakeholder has grown accustomed to-the convenience of this immediate payment method. 
  •  
  • Further, it is more environmentally friendly.
  •  
  • More secure than a cheque payment.

 

Contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. to get started today

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Have you heard of the FREE tools available in the Professional Services Library in Dynamics GP?

 

The Professional Services Tools Library (PSTL) can be implemented in your Microsoft Dynamics GP environment very quickly. This add-on contains a large assortment of 25+ free tools for any business wanting to increase their business productivity. These modules are listed below;

    • Database Disabler – Allows the administrator to block users from logging into a company. The company will not appear in the list of companies when logging in to Microsoft Dynamics GP until the administrator unblocks the database.
    • Shortcuts Copy – Use this tool to copy the shortcuts options from one user to another user.
    • Update User Date – The Update User Date utility automatically updates the user data in Microsoft Dynamics GP to the next date at midnight each day. This is useful if Microsoft Dynamics GP is left running overnight.
    • Menu Inquiry Utility – Shows windows that are enabled and visible in Microsoft Dynamics GP.

 

    • Account Modifier / Combiner – Change a single or multiple account number(s) into new account numbers. Combine all of the open and historical data from two account numbers into one number or combine a range of numbers.
    • Checkbook Modifier – Allows the change of an existing checkbook ID to a new checkbook ID.
    • Fiscal Period Modifier – Use the Fiscal Period Modifier to change fiscal year definitions and reset data in the open and history tables. See detailed instructions before using this tool. Clicking on Setup Periods button removes previous year’s definitions.
    • GL Master Triggers – Keep the account numbers in sync between company databases. Add an account number to one database and it automatically replicates to other assigned databases.

    • 1099 Modifier – If the vendor was not set up as a 1099 vendor, can be used to update the records.
    • PM Master Triggers – Adds new vendors to additional selected company databases.
    • Vendor Combiner – Use the Vendor Combiner tool to combine a current vendor ID with another existing vendor ID.
    • Vendor Modifier – Use the Modifier tool to change an existing vendor ID or range of vendors to a new vendor ID. All work, open and history transactions are moved to the vendor ID.
    • Vendor Name Modifier – Use this tool to change the vendor name.
    • Minimum PO\Receipt Number – Stops Microsoft Dynamics GP from looking backward for unused document numbers.
    • POP Cost Defaulter – Defaults the current cost or the standard cost from the item master card instead of from the Item Vendors record.

 

 

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Can’t miss this: Add the Fixed Assets Module into Dynamics GP & improve asset management.

 

The Fixed Assets module for Dynamics GP helps your business improve its asset management by automating the accounting processes surrounding your property. You can use Fixed Asset Management, to set up, enter, and maintain asset records. When necessary, you can add insurance and user-defined information and create additional records for each asset, including investment tax credit information and lease information.

Simplify the depreciation process with modification, recalculation, averaging, comparison and projection capabilities.

Capture asset information in multiple books, allowing depreciation to be tracked under different methods for alternative reporting needs.

Provides accurate and accessible information – capture changes necessary for tax and financial reporting purposes.

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Manage all your companies using only one report with Multi-Company Consolidation in Dynamics GP!

 

Management Reporter provides the flexibility of consolidating financial data across one or multiple organizations in one single report. This report includes a summary (consolidated) report for all companies as well as the option to view a report for each of the companies that you are using on the consolidation.

The simplest method to create a consolidation of all companies is by using a reporting tree. A reporting tree is an optional “building block” that allows you to list all companies to be consolidated. Once the report is generated you will have the option to select any company from the reporting node on the consolidated report.

 


Viewing Companies Side by Side

The second option for consolidated reports is to show each company side by side. This can also be achieved by defining a reporting tree with all companies and using that reporting tree to assign each company on separate columns.

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Great Power BI Reporting Ideas for Dynamics GP

Learn how to read the data from Microsoft Dynamics GP in Power BI. In this webinar, we’ll be sharing great reporting ideas for Dynamics GP and demo our favorite dashboards. The dashboards that will be presented in this webinar are:

  • Financials Dashboard
  • Sales Dashboard
  • Project Accounting Dashboard

Date: Wednesday September 26, 2018
Time: 2:30PM - 3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

 

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Our Dynamics GP Manufacturing Series Has Come To An End :(

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

Our Manufacturing Series for Microsoft Dynamics GP came to an end in February. We've had an amazing journey and we've been excited to receive comments from users all over the world, saying how helpful this series has been to their everyday work.

This series will teach you everything you need to know about Manufacturing in Dynamics GP. We are offering the whole series for only $180 in WebSan University. You also have the option to purchase the courses individually.The series includes course outlines, videos, and tests to help you navigate through the manufacturing module in GP.

Here are the manufacturing courses that we have available in WebSan University:

  • Manufacturing Series Part 1: Manufacturing Basic Concepts
  • Manufacturing Series Part 2: Manufacturing Items and Bill of Materials
  • Manufacturing Series Part 3: Mfg Machines, Labor Codes, and Work Centers
  • Manufacturing Series Part 4: Routings and Manufacturing Order Processing
  • Manufacturing Series Part 5: Sales Orders and Manufacturing Integration
  • Manufacturing Series Part 6: Outsourcing and Work in Process (WIP)
  • Manufacturing Series Part 7: Master Production Scheduling
  • Manufacturing Series Part 8: Manufacturing Setup
  • Manufacturing Series Part 9: Standard Costing
  • Manufacturing Series Part 10: Manufacturing Reports   

Click here to view our manufacturing series

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The 5 Best Dynamics GP YouTube Videos

Everyone has turned to YouTube to gain information, insight and knowledge about everything and anything. Visit WebSan Solutions YouTube channel to watch helpful videos about GP modules. 

WebSan University is bringing knowledge to life by creating a series of interactive online courses through an easy-to-use intuitive system. Who said corporate training has to be boring? Empower your employees with online training!

Join WebSan University    Visit Our YouTube Channel

 

Top Dynamics GP YouTube Videos

10 Tricks in 30 Minutes – The Top 10 Features of Dynamics GP You’re Not Using and Should Be!

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Dynamics GP Project Accounting Webinar Series

WebSan Solutions has launched the Project Accounting Webinar Series, aiming to take your skills to the next level, whether you are a total beginner or an advanced user in Microsoft Dynamics GP.


Why do you need Project Accounting?

By taking an ordered and logical approach to your project accounting and training methods, you will be able to cut financial costs to your overall business activity.

Also, through logical project accounting and fundamental organisation techniques, you will be able to quickly see a marked improvement in expenditure and customer satisfaction.

Each month our Project Accounting Webinar Series will cover one of the following topics:

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WebSan Solutions Inc. Named 2013 VAR Star by Respected Online Magazine, Bob Scott’s Insights

WebSan Solutions, largest Canadian Cloud Dynamics GP Partner, has been named a 2013 VAR Star by Bob Scott’s Insights magazine. http://bobscottsinsights.com/

The Top 100 are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning and accounting software.

The selection of mid-market accounting software resellers for Bob Scott’s VAR Stars rest on one basic principal: quality, not revenue, as the deciding factor in picking the 100 businesses that are selected for this honor.

A variety of criteria go into the definition of quality including including awards resellers have received from vendors, such as the Microsoft Dynamics President’s Club and Inner Circle, Million Dollar Club and Chairman’s Club of Sage North America. Other factors involved in the selection include performance, contribution to the industry and reputation.

“We are pleased to be recognized as a Top 100 VAR” said Andrew King, Managing Director. 

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Creating Entities and Fields on the Fly Whilst Importing Data

If you have a lot of data that doesn’t quite fit into one of Dynamics CRM 2011’s existing entities, you may decide to create your own custom entity and fields to house that data of yours.  If you take this route, don’t waste your time building the entity and creating all of your fields ahead of time!  Instead, you can use CRM 2011’s Import Data Wizard, which allows you to create entities and fields on the fly as you import the data for this new entity.

After selecting the file you want to import in the Import Data Wizard, you will reach the Map Record Types step of the Wizard – here, you can select to “Create New” Dynamics CRM Record Type, which will prompt you for more information to create the new entity within the Wizard.  Next, you’ll reach the Map Fields step – here, you can dynamically create new fields for each column in your import file (or ignore fields that you don’t want to bring into CRM).  While doing so, it even defaults the Field Name to match the column header from your import file, so all you really have to do is select the type of field that it is.  And if that wasn’t enough – if you select “Option Set” as the field type, the Wizard will automatically create values for your option set based on the unique values in that column of your data file!  The only thing left to do at this point is to set any additional options on your new entity as necessary and configure the entity form that will be used to manage the data – both of which can be done through the usual customizations window.

So if you find yourself needing to create a new entity along with having to import your data into this new entity, save yourself some time by combining both steps into one using this helpful trick in the Microsoft Dynamics CRM 2011 Import Data Wizard.

Rahim Jiwani is an Implementation Lead at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Rahim can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 217.

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Project Closing

Once a project is finished, user should close out that project within Dynamics GP.  This helps to avoid errant postings to the project & ensures accurate reporting.

To close a project within Microsoft Dynamics GP, first set the status of your project to Completed within the Project Maintenance window.  Then, navigate to  Project > Transactions > Project Closing to access the Project Closing window.  Within this window, select the Contract Number that the completed project belongs to.  All the completed projects for that contract should then appear in the listing below.  To close a project, check the box under the Close column & select Process.

Users should note that even though a project is set to status of Completed, there may be additional transactions that may need to be completed prior to closing the project.  If additional transactions are required, the box under the C* column will be blank.  To obtain a listing of the transactions yet to be completed for a 'Completed' project, select the blue arrow beside the Project number field within the Project Closing window.  This will open the Project Closing More info window wherein users are presented with a check list of all the tasks required prior to closing the project.

[caption id="attachment_1505" align="aligncenter" width="300"] Project Closing[/caption]

There are times when users may have completed check list items, but they do not display within GP as completed.  If this occurs, it is good practice to run the PA Reconcile Utility.  This utility will search through the GP transaction tables to verify what activities have truly been completed.  To access this window, select Project > Utilities > PA Reconcile.  Select a data set to reconcile and then click Process.  The utility is fairly quick depending on the volume of data within your Dynamics GP environment.

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EFT for Dynamics GP 2010

Setting up EFT (Electronic Funds Transfer) to make payments within Dynamics GP 2010 is a useful feature many clients aspire to take advantage of. As with any organization from a small to large scale, manually writing cheques to make vendor payments is both time consuming and not efficient. As such, Microsoft has made the EFT process easily accessible for setup and processing to save time and make payments easier. Setting up and generating EFT at a high level requires the following setup within GP:

  • Specifying a file format for EFT Files (The file format to follow is provided to you by your financial institution and defines a layout of the file GP will produce to eventually upload to your online banking website
  • Setting up vendor cards and chequebooks in GP (This is completed within the Purchasing Module in GP and involves specifying specific banking details to transfer EFT Payments to)
  • Entering and posting payables transactions in GP representing payments to be made to specific vendors
  • Conducting an “EFT Run” similar to a “Cheque Run” in GP. This involves specifying which transactions to include in the EFT payment
  • Once completed, users can generate an EFT file for upload to their financial institution

Important Notes for EFT Setup:

  • EFT setup in GP requires minimal interaction with your financial institution (Certain setup instructions are provided by them and require tests before activation)
  • Multiple chequebooks can be setup for EFT processing within GP (Note: Financial institutions generally charge service fees based on the number of accounts with EFT processing enabled)
  • GP 2010 allows users to print and keep records of all payment remittances

For more information on EFT processing within Dynamics GP including setup & configuration, contact This email address is being protected from spambots. You need JavaScript enabled to view it.

By: Praveen Parameshwaran, Application Specialist, WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist

 

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Field Level Security in Dynamics GP

Many companies have a need to grant Dynamics GP users access to a window, but not all functionality within that window.  For example, many clients will want users to be able to input invoices, but not post them individually.  Instead, they will force users to save invoice transactions to a batch such that a manager can review the source documents and post.  An easy way to achieve this is through Field Level Security which allows the Dynamics GP admin to restrict user access to singular buttons within a window (such as the Post button).

To configure Field Level Security, navigate to Microsoft Dynamics GP > Tools > Setup > System > Field Level Security

This will open up the Field Level Security window.  Within the window, select Add to create a new restriction.

[caption id="attachment_1442" align="aligncenter" width="300"] Field Level Security window[/caption]

This will open the Field Security Maintenance window wherein one defines a the window and field to restrict.  Within this window, enter an ID and Description for the restriction.  Then select the Product Name, Form Name, Window Name & Field Name using the look-ups within the window.

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