FEB
08

Reduce Overhead and Manual Work with WebSan Solutions Inc.’s Latest Release of its Time and Expense Portal for Dynamics GP.

WebSan Solutions Inc., Largest Canadian Cloud Dynamics GP Partner announced the latest release of its Time and Expense portal for Dynamics GP.

Working with Microsoft Dynamics GP for many years has given WebSan the opportunity to help clients overcome many business challenges. Their latest Time and Expense Portal continues to allow Dynamics GP users to enter time and expenses anytime, anywhere without the typical limitations of Microsoft's Business Portal solution.

Some of the key features that are now included in the latest release are the following:

  • Seamless integration with Dynamics GP database
  • Process timesheets and expenses in an easy to use, web-based format
  • Handle Canadian VAT (value added tax) and US taxes seamlessly
  • Automatic approval workflows for time and expense submission based on $ limits
  • Track days off, holiday and vacation time
  • Purchase requisition approval module
  • Internal reporting for timesheet status, expense reports and history
  • Works with on-premise or Cloud-deployed Dynamics GP
  • SQL Report viewer with self-managed security and ability to export to Word, Excel, PDF or Images
  • Built in user messaging

To see WebSan’s Time and Expense portal in action click the link:

http://www.youtube.com/watch?v=MCu3BM3DInA&list=UUHAtQ9fSm1oPZYDW37ELFAA&index=1

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  7278 Hits
MAR
11

Phasing Out the Penny Using Microsoft Dynamics Great Plains

In 2012, the Canadian government announced in their Economic Action Plan that they would phase out the penny due to the cost of producing the penny, relative to their face value. February 4, 2013, was the last day that the penny would be made. One thing to note is that this change does not affect cheques or electronic transactions (e.g. Interac). With this change in effect, it’s estimated that it will save taxpayers $11 million each year.

On Microsoft’s Community Dynamics website, I came across a blog Angela Melhus wrote which is called “Phasing out the Penny in Canada”. For a B2B business, this might not be much of a worry because they would normally deal with cheques and EFT payments. But for some B2C business that have a store and accept cash that might be a problem.

In Angela’s blog, she gives you a step by step process to phase out the penny in your Dynamics GP system. Her instructions are very clear and she provides screenshots of the whole process. By the end of the last step, you should have written off of the penny.

More information about phasing out the penny:

http://www.mint.ca/store/mint/learn/eliminating-the-penny-6900002

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  6527 Hits
APR
08

A fool proof method of using credit cards to pay vendors in Dynamics GP

Three common ways of making a payment using Microsoft Dynamics Great Plains are cash, credit and cheque payments. I’m not a pro-Dynamics GP user; I’ve always paid vendors using cash and cheque payments. I came across Victoria Yudin’s blog “Using credit cards to pay vendors in Dynamics GP”. I found her blog to be straightforward and informational.

She shows you how to set up a payables vendor for the credit card which is quick and easy to do.  With The three scenarios that were given, scenario 1 was the most common for me. “Scenario 1: You purchased non-inventory items from a vendor want to track and pay them with a credit card. You have not posted the invoice yet.”

She provides lots of pictures and a simple step by step process of how to complete each scenario.

To read “My interview with Victoria Yudin about Dynamics GP” click here.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner

  8291 Hits
JAN
05

Microsoft Dynamics 2013 Released

The long awaited Microsoft Dynamics GP 2013 was recently released right before the holiday season.  The latest version has a number of new features which we have previously discussed in this blog, the most important of which is greater flexibility in terms of deployment.  Also included is RapidStart Services, a tool designed to speed up implementations while lowering project risk.

Contact WebSan Solutions Inc today at This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more about Microsoft Dynamics 2013.

Microsoft Dynamics 2013

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Partner offering implementation & support services for large & small firms in a variety of industries.

  7440 Hits
JAN
07

Updated Reconcile to GL Functionality in GP 2013

Accounting staff must always ensure that the general ledger and the sub-ledgers are in balance at all times.  Often, our support team will be asked to assist when they aren’t in balance.  When this occurs, we generally run the Reconcile to GL routine in GP in order to determine the cause.

Dynamics GP 2013 includes a new feature to help reconcile the Bank & Inventory sub-ledgers to one’s General Ledger.  This functionality previously existed for Accounts Receivable and Accounts Payable sub-ledgers.  Further the Reconcile to GL window now includes both the General Ledger and Sub-ledger balances on it for quick review.  The additional sub-ledgers for reconcile will help ensure customers have a quick and easy way of ensuring their records are accurate.

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.

  7376 Hits
JAN
22

The Essential Information for a Good ERP Quote

There are several different elements that need to be well thought-out in order to receive a good ERP quote. Enterprise Resource Planning by definition is a system that integrates information across a company using services such as: finance/accounting, manufacturing, sales, customer relationship management (CRM) and more. You want to make sure that you get a quote that’s in your budget, but you don’t want to sacrifice the essentials to stay within your budget either. Make some room in your budget for fluctuation and negotiation to ensure that you get the best quote.

Modules

There are a number of modules that are offered in an ERP system, it’s up to you to choose which ones best fit your company. For example if you are a consulting company maybe you only need CRM, Finance and the Sales module. Save money on modules that you don’t need and get the one’s that you do need. You have the option of getting standard or advanced modules. Advanced modules offer more variety of features but are usually used for larger businesses. There needs to be research done to explore what particular capabilities you need.

Number of Users

The number of user’s plays an important role when determining the price. It is important to have a firm estimate of the amount of user’s that you need. Plan in advance to avoid unanticipated cost and to get a more accurate quote.

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  9279 Hits
JAN
29

Report Writer Tricks #1: Copy Formatting from an Existing Report for a New Company

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

If you have ever created any customized reports from within Microsoft Dynamics GP, then you are quite aware of how reporting can be a useful tool in extracting the exact information needed to increase your productivity and make effective business decisions. While there are a number of different reporting methods that can be utilized (such as SQL Server Reporting Services (SSRS), SmartLists, and Word Templates), the most popular and basis for reporting within GP is Report Writer.

While exceptionally powerful, Report Writer is not the easiest application to operate without prior knowledge or experience. However, the following is a trick that one can use to have Report Writer work for you.

A few weeks ago, a client had requested a Purchase Order form for a new company that they had just recently added to GP. The formatting of the PO form was to resemble that of an existing company, the only difference being a change in logo in the top-left corner of the report. Should be easy. However, Report Writer will only allow two versions of the same type of report: either the original GP standard or the modified version. When a report is 'modified', it will print in place of the standard version of the report. Although there are both 'Copy' and 'Duplicate' options when choosing a report to customize in Report Writer, these secondary versions of the report will only be accessible through (Reports → Customized) within GP and cannot be printed or displayed, for example, from the 'Purchase Order Entry' window.

Luckily, the Purchase Order form has two documents types: the Blank form or Other form. This way, both companies can utilize their own type of purchase order form. However, if the client requests the POP Purchase Order Other Form to be a copy of the POP Purchase Order Blank Form, the latter having numerous formatting changes and functions created; the replication of this report can be a lengthy process. There must be a better way, right? Well, there is.

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  37290 Hits
FEB
04

Resolving The "File not found: VBA6.dll" Error

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

There are a number of recorded issues with Microsoft Dynamics GP 10.0 and 2010 when attempting to reference VBA code on 64-bit machines. Both Office 2010 and Crystal Reporting are known culprits in causing this issue to occur, as their installations update some system registry keys for VBA 6 incorrectly. Office 2010 references VB7, thus it should not be affecting keys it does not require. Registry Keys are used by the system as container objects, similar to folders, that can store values or further keys. If the value of a registry key is changed without the knowledge of an application that references its value, problems can arise. This would be the case for the VBA 6 file not being found.

I recently had a client of whom we were aiding implement an on-premise installation of GP and needed to deploy the software, along with any customized forms and reports we had designed, to a dozen workstations. After completing the deployment steps without any issue on the first three workstations, it was not until the forth that the system administrator eventually encountered the “File not found: VBA6.dll” error. The error can occur either on login to GP or when accessing custom VBA code through ‘Modifier’, if installed. Upon discussion, I was told that both Office 2010 and Crystal Reporting resided on the machine (Crystal was later removed, however the effects its installation has on registry keys can remain even after its removal).

To resolve the issue, there are two steps that need to be confirmed and/or completed to allow GP to properly reference the system dll:

(NOTE: Making changes to system registry keys is only advisable for advanced users, as incorrectly performing any steps can corrupt the system if care is not taken. Contact your system administrator for help.)
1. Ensure that Dynamics GP is not running.

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  29791 Hits
FEB
11

Microsoft adds Skype to its CRM application

Since Microsoft has released an update to its Dynamics CRM Online software, they decided to add a new capability to its system. Skype is a service that allows back and forth communication with people by voice and video using a microphone and a webcam, and instant messaging over the Internet.

Users could make Skype calls when using Dynamics CRM. Microsoft has said that this new feature will "Guide sales and service professionals through predefined lead, opportunity and case-management processes."

But users aren’t forced to use the Skype application. You have the option of “opting in or out” of this new feature. Microsoft understands that their users might prefer to use the Outlook interface instead.

Microsoft has also stated that this new update includes support for Firefox, Chrome Browsers on Windows PC and Safari on Macs. The update also includes more integration with Bing Maps that will create addresses and other information about prospects and leads. In mid-2013, Microsoft is preparing to run a mobile version of CRM on Windows 8 and iPad devices.

Microsoft is moving in the right direction integrating customer relationship management with social media. This is a great way to stay connected and to maintain relationships, whether it’s a B2B or B2C relationship.

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  9696 Hits
JUL
01

Homepage Metrics

Happy Canada Day!

For those enjoying a little R&R today, imagine this was your every day!  To get achieve that, you would need to start building some automation into your business processes.  The first step you can take is by ensuring your reporting is easily & readily available.

Homepage Metrics offer out-of-the-box reporting that covers all GP modules.  There exists an extensive list of potential reports one can use.  These are automatically integrated to ones Homepage for easy & quick viewing.

Try adding some Metrics to your Homepage today by selecting the pencil icon / edit button on the Metrics heading.

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  8390 Hits
JUL
16

Top 5 Questions To Ask Yourself Before Choosing Your Accounting Software System

If you are thinking of starting a new business, or getting a new software system, what company do you choose? How do you know that the company that you decide to go with fulfills your needs? It’s time that you do your own research and be in charge of your business financial system. Here are some questions that you should ask before you make a decision:

1.       Will the accounting software grow with your business?

You want to make sure that you don’t outgrow your system. It’s better to get a system that has the capacity to grow with your business.

2.       Can access be restricted for some users?

Having the power to monitor who uses particular functions is very important to a company. Having control is very important for senior level employees to keep certain information confidential and private.

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  10157 Hits
JUL
23

SmartList Builder Webinar

On July 19th WebSan held a SmartList Builder Webinar. We discussed how to link tables and calculate fields, create defaults for more user-friendly environment and create summary SmartLists. To be kept up to date with our latest webinars, send us a message or e-mail us at This email address is being protected from spambots. You need JavaScript enabled to view it.

You can view the recorded webinar and other Microsoft Dynamics GP training videos at our YouTube Channel.

  6706 Hits
APR
11

Management Reporter 2012 Released

Management Reporter 2012 for Microsoft Dynamics has been released & is now available for use.  Management Reporter is a robust financial reporting tool that provides companies visibility into organizational health.  Management Reporter is available for the following Microsoft Dynamics products:

  • AX 2009 & 2012
  • GP 2010
  • NAV 2009
  • SL 2011

Upgrades include greater design flexibility, the ability to collaborates with co-workers, enhanced drill-down capabilities & a more interactive viewing experience.

Contact sales@websan.com to upgrade today!

  7699 Hits
MAY
01

Interview with Mark Polino about Microsoft Dynamics GP

I got the chance to interview Mark Polino a Microsoft Certified IT Professional for Dynamics GP. He is a well-known MVP in the MS Great Plains community. I attended Dynamics Decisions 2011 and I thought he did a wonderful job speaking about the worst mistakes that you can make with Dynamics GP, which was really helpful because I’m new to the system. These are the questions he was asked:

1. When did you realize this would be your career?

In my first few years as a consultant, I realized that my experience with Dynamics GP gave me an advantage even if I chose to go back into the industry. When I moved out of consulting and into a controller role for a while it made a huge difference in getting the job.

2. In 2010, you wrote the book “Microsoft Dynamics GP 2010 Cookbook” what was your inspiration for writing it?

I had built several “50 Tips in 50 Minutes for Dynamics GP” presentations that got great reactions. I was considering building them into an eBook and mentioned that to my friend and fellow MVP, Mariano Gomez. He was talking to a publisher about a book and he put me in touch with Packt Publishing. The rest is history and the publisher’s help made a huge difference in delivering a better book.

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  8227 Hits
MAY
07

Interview with Victoria Yudin about Microsoft Dynamics GP

I had the opportunity to interview Victoria Yudin, a Microsoft MVP (Most Valuable Professional) for Microsoft Dynamics GP and founder of Flexible Solutions Inc., as well as a well-known professional in the Dynamics GP community. I wanted to interview her to get an insider's insight on Dynamics GP - to find out her perspective on GP modules, Microsoft's partner channel, and what the future holds for Dynamics GP. As I'd hoped, her answers tell a lot about her success with the product and the direction of the GP ecosystem.

1.       What do you most love about your job? 

I love the feeling I get when I am able to help someone learn how to do something that saves them a lot of time or fix an issue they are having.  There is this tangible relief you can see (or hear if you’re on the phone), that is very gratifying.

2.       In 2010, you wrote the book “Microsoft GP 2010 Implementation” what were your inspirations for writing it? 

This may sound a bit corny, but Dynamics GP as well as the GP community were both inspirations for me.  Dynamics GP because I think it an amazing product and the community for being so dedicated and friendly.

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  11530 Hits
MAY
23

How to Solve Your Online Accounting Problems with a Hosted ERP System

Move to the cloud or stay on premise? What do you choose? Some firms are very skeptical about moving to the cloud while others welcome it. If you are a company that thinks it’s time for a change, then using Hosted ERP System will be for you. Read the following list that I wrote about benefits of Hosted ERP System below:

  • Do you prefer to pay for what you use? Hosted Dynamics GP uses a subscription-based licensing model, where you pay for the number of user licenses.
  • Trying to keep your cost low? Licensing fees are very predictable and can be known in advance.
  • Looking to get a quick start on things? Hosted Dynamic GP guarantees faster deployment and implementation than choosing to be on premise.
  • Do you want to save energy costs?  You don’t have to have a server; you just need an internet connection.
  • Still want to be in control of your data and business? Don’t worry, you also have 24/7 access to your data. You have the options of adding and removing users if you choose.

Are you still undecided? If you want to learn more information about Hosted Dynamics GP, visit our website www.websan.com At WebSan Solutions Inc. we help you unlock your systems potential.

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner

  6345 Hits
APR
06

Licensing Shortfalls in Dynamics GP

Spring is here & that means SPRING CLEANING!  With that in mind, system administrators should be thinking about cleaning up their Dynamics system & shoring up their licensing needs.  Thus, I would like to tell everyone about a free utility that will help cleaning up your licensing needs.

Microsoft Dynamics GP is licensed concurrently.  Meaning, if a user is logged into multiple companies at a single time, they will also be using multiple licenses at that time.  For firms with multiple companies running on Dynamics GP & where the number of licenses is very close to the number of actual users, this can present a problem.

For those where purchasing additional licenses is not an option, there is a utility to prevent users from logging into multiple companies at the same time.  To install, download from Customer Source & extract the Prevent_Users_Logging_In_To_Multiple_Companies.zip file.  Then  simply log into Microsoft Dynamics GP & select Tools > Customize > Customization Maintenance, then import the extracted file .

No longer will multiple logins from a single user burn multiple licenses.

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc.  A certified Microsoft partner.

  6027 Hits
JUN
07

Paid Transaction Removel

Last month I wrote about how now is the time to perform some Spring Cleaning on your Dynamics GP system.  With that in mind, I want to highlight the Accounts Receivable Paid Transaction Removal feature, which helps speed up Dynamics GP performance.

This feature is often overlooked as firms do not want to lose historical data.  However, the utility only removes receivables transactions for companies that do not maintain receivables history.  By performing this function, transactions that are fully applied are moved to history, greatly reducing the number of transactions that are reviewed when aging documents or performing other routines.  This greatly improves the performance of Dynamics GP.

Once this process is run for a document, it can no longer have transactions performed against it.  For example, one cannot NSF a removed cheque.  Therefore, it is recommended that companies run this utility for a date at least 90 days prior to the current date.

To access the Paid Transaction Removal, select Sales > Routines > Paid Transaction Removal.

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Partner offering implementation & support services for large & small firms in a variety of industries.

  10059 Hits
FEB
13

Electronic Bank Reconciliation

The air is definitely a little colder these days, making it the perfect time to fly south for a little R&R.  In an effort to reduce workload, allowing for a little extra R&R, a number of our clients have chosen to implement Electronic Reconciliation.  Through this module, one can download their bank statement & process into Dynamics GP, eliminating much of the manual work associated with the bank reconciliation process.  Setup is a simple process & is completed in one simple screen.  Downloading files is a standard process through most banks.  By implementing this simple module, companies can save a considerable time each month in the administrative process.

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

  11416 Hits
JAN
09

Vacation Tracking in Dynamics GP

It’s that time of the year when many employee are taking time off to spend time with family.  Whatever holiday you celebrate, this is definitely the time of the year for family.  With employees out of the office, companies must track the amount of time taken by each employee.

Microsoft Dynamics GP has a number of vacation tracking options:

  1. The Human Resources module has a Vacation Calendar option.  This presents a calendar view, with a listing of employees that have taken time off for each day.
  2. The Canadian Payroll module makes Vacation Accruals every pay period.  Each employee has a vacation rate attached to them. With each pay cycle, automated accruals are made to each employee record to track the amount of vacation earned.  When vacation is taken, it comes out of this same pool of time earned.  Further, all the appropriate entries are made to the General Ledger with each transaction.

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc with numerous Human Resources & Canadian Payroll implementations completed.

  14808 Hits

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