The US Court announced recently that all European Hosting Providers are obliged to hand over ALL their data to the US government. According to US Magistrates court judge James C. Francis, internet and cloud companies must turn over all information to US government agencies on demand, regardless of where the data is held.

This means that even if you use a European Provider to host your services, the law might still apply to your case if the provider's data centers are located in the USA. You can read the full article here.

After the NSA revelations and their surveillance activities, this announcement adds an an additional concern for those companies in the European Union that consider working with a US hosting provider or anyone in their country that utilizes US data centers.

The good news is that Canada is not affected by this announcement and you can securely choose a Canadian cloud hosting provider, without worrying about leaking your confidential information.

WebSan Solutions can help you by offering Dynamics GP Hosting Services through our Partner Program. Also, if you are a Microsoft Partner and only offer Dynamics GP on-premise, we can help you serve new clients efficiently. Plus, WebSan offers you peace of mind by hosting your data securely in our SAS70/SSAE16 certified data centre in Toronto, Canada.

New fixed assets are often added manually to the fixed assets module. This relies on users to remember to check if new assets are purchased. In Dynamics GP, there is a setup to link the purchase of new assets to the fixed asset module. The setup required is to input the Purchasing Posting Accounts. After the accounts are setup, Accounts Payable will enter their invoices as per the usual procedure and select the general ledger account that is used in the Purchasing Posting Accounts. Once the payables are entered, the purchases will show up in the fixed assets module. The fixed assets accountant will select the purchases and update the fixed asset's information. The fixed assets accountant will never need to remember to add in new assets manually. This eliminates the errors when new fixed assets are purchased but never inputted into the fixed assets module creating an imbalance of the GL versus the fixed assets subledger.

For more information on how to setup the Purchasing Posting Accounts, please email This email address is being protected from spambots. You need JavaScript enabled to view it..

Katrina She, CMA, Application Specialist ,This email address is being protected from spambots. You need JavaScript enabled to view it.

WebSan Solutions Inc. is proud to announce the launch of a new U.S. office, allowing the company to increase its capabilities in key areas that align with current and future growth plans.

The new office will enable a significant expansion of WebSan's team to support the growth the Canadian company is experiencing, while continuing to maintain core hosting activities in a secure SAS 70/ SSAE16 certified data centre in Toronto, Canada.

Over the past fiscal year, WebSan has acquired an astonishing number of new clients and experienced record growth in the company's history.

"Our team is excited about expanding our activities across the border," said Andrew King, Managing Director of WebSan Solutions Inc. "This move represents not only our own progression as a company but our commitment to strengthening the success we've built for our customers.""

WebSan Solutions is not only one of the largest Cloud Hosting providers of Dynamics GP in Canada but has clients all over North America in all time zones. "We are pleased to be building our physical presence in the U.S. so we can better serve our customers".

There are always plenty of things to consider before purchasing a new system for your business and CRM solutions are not an exception.

What is CRM?

CRM stands for Customer Relationship Management and is used to refer to a system whereby a company's interactions with current and prospective customers are closely managed. It typically involves using technology to organize, synchronize and automate such disciplines as sales and marketing, tech support and customer service. Often CRM systems will be active and monitoring many different networks for marketing campaigns. Also, they can closely and accurately track customer habits and persuasions through customer clicks and traffic.

Physical places where customer relationship management is often and most heavily used include but are not limited to, banks, call centers, social media, operation centers and customer data query centers.

Ten things to consider

Security concerns about Heartbleed and Microsoft Internet Explorer have been a large topic in the news cycle lately. It is important to understand that any site can be affected by a security defect. However, defects can only be exploited if users are not following proper web surfing practices. In other words, in order to exploit any defect, a user would have to navigate to a malicious website, with the malicious code on it.

WebSan Solutions offers peace-of-mind monitoring and security counter measures to ensure our hosting infrastructure follows best practices and your data is always safe in our secure SAS 70/ SSAE 16 certified data centre in Toronto, Canada. Our servers are free of any malicious code and are checked on a regular basis.

The WebSan Cloud protects your data from security attacks and spreading security concerns. If you have any questions, please contact us and we will happily answer your concerns.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

Do you need training in Microsoft Dynamics GP but your work schedule does not allow you to attend classes? Well, WebSan has the right solution for your needs by offering you a revolutionary way of studying accounting online.

This month, we are hosting an online training session on Purchase Order Processing in Dynamics GP, where we will be going through POP principles, such as purchase order setup, purchase order entry, shipment receipts and returns as well as shipment invoicing.

After completing this course, users will be able to enter and post shipment receipts, in-transit inventory receipts, and invoice receipts individually or in batches. Moreover, they will learn how to match shipments to invoices so that accurate costs are assigned to items received into inventory. Other topics that will be discussed during the online training session, include applying landed costs, such as shipping costs, and handling fees to items.

We are aiming at offering a solid learning experience with the minimum possible hassle. Throughout the course, users can ask the instructor questions any time directly through the conferencing system.

WebSan's online training sessions can help you build fundamental knowledge in Microsoft Dynamics GP. From General Ledger and Accounts Payable to Project Accounting and Purchase Order Processing, you will find the right training to fit your needs.

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider,  has been recognized as one of Canada’s top 100 Solution Providers in 2013 by Computer Dealer News (CDN). WebSan has over a decade of experience in Enterprise Software solutions, business and financial accounting software.

The list was announced on April 9, 2014 at the Top 100 Solution Providers Awards Gala. CDN has been the voice of Canada's IT channel community for more than 25 years and defines an information technology solution provider as an organization that resells computer hardware, software or peripheral products along with providing IT related professional services, support services, consulting in a cloud or on-demand environment, on-premise fashion or as managed service.

According to Computer Dealer News, the key takeaway from this event  is: “ There is a definite need for businesses to make a transition towards the cloud”.

“We are excited about once again making this prestigious list this year”, says Andrew King, Managing Director at WebSan Solutions Inc. “Our dedication to customer service has enabled us to reach another milestone. We will leverage this momentum to deliver business solutions that exceed our clients’ expectations and ensure their satisfaction in the following year”.

You can view the Top 100 Solution Provider list here:  

Cloud ERP Gains Ground

The cloud has been advancing steadily into the enterprise over the past years. However, many ERP users are still hesitant to move their business into the cloud.

As SaaS ERP emerges, enterprises seem to eagerly cloud-enabling their offerings. In the meantime, new organizations come on stage claiming their offerings are "true cloud" or "more cloud" than others. Thus, there is nowadays a misunderstanding in the market about what is considered as a "real cloud" solution, which makes the buying decision even more difficult for potential customers.

"As companies that have not traditionally been cloud ERP clients turn to the cloud, competition in the market will increase," said Andrew King, Managing Director of WebSan Solutions Inc. "This will require customers to carefully evaluate cloud ERP vendors across specific industry benchmarks before purchasing a new cloud solution."

Business Intelligence

In 2014 Business Intelligence will be a must, since large and small organizations continue to look towards BI tools in order to benefit from data and maximize their investments in Enterprise Resource Planning solutions. Users are constantly looking for accurate and comprehensive information through visually appealing dashboards. In turn, by having real –time access to relevant data, companies can use this information proactively to make business decisions more effectively.

Mobility

Mobility is not only a trending topic but an everyday reality across most businesses. It is expected to be seamlessly integrated into business applications as part of the whole delivery experience for both customers and employees.

Security concerns have taken the Internet by storm the last couple of days since a new bug called "Heartbleed" has been exposed by Codenomicon, a Finnish security company, and Google.

Heartbleed is an exploit that compromises secure communications using OpenSSL which is typically configured on servers in a *nix environment. The bug has exposed millions of usernames, passwords and reportedly credit card numbers. It was named Heartbleed because it affects an extension to Secure Sockets Layer (SSL) which engineers simply nicknamed Heartbeat. The two companies disclosed knowledge of the Heartbleed bug on Monday, but they noted that it went unnoticed for as long as two years.

SSL is one of the most commonly used encryption tools on the internet, deployed by almost 66% of all websites. If you ever see a little padlock symbol in your browser then it is likely that you are using SSL.

It's as if someone left their house not knowing the lock on the front door was broken.Could someone walk in? Yes. Have they actually walked in? No one knows.The WebSan cloud is not affected by this issue; we run state of the art security counter measures and ensure our hosting infrastructure is up to date with all security patches as well as SAS70/SSAE16 compliant. Our mandate is to keep your data safe and secure!

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

If you use Microsoft Dynamics CRM, chances are you are also using the Outlook Integration that allows you to access and update CRM data directly from Microsoft Outlook. Have you now noticed that the CRM tab in Outlook has disappeared?

The most common cause of this is that the CRM add-in has been disabled in Outlook (unfortunately, why the add-in got disabled is difficult to determine). This has been known to happen in Outlook with several add-ins, but particularly CRM.

To get your CRM integration back, use the following steps:

1. In Outlook, go to File > Options
2. Select the Add-ins tab from the left side
3. Under the “Manage” dropdown at the bottom of the window, change the selection to “Disabled Items” and select the “Go…” button
4. Highlight the CRM add-in and select the “Enable” button
5. Hit OK to close the Outlook Options window

You may have to close out Outlook and restart it for the changes to take effect, but that should be all you need to get your CRM functionality back in business.

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.

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:

A common issue in Dynamics GP processing is determining whether transactions originating in your sub-ledger (Sales/Purchasing Modules) have actually created a subsequent Journal Entry in financials for the specified distributions.  Clients often will post a transaction in purchasing not belonging to a batch and assume it has posted to their General Ledger. Since transactions are only posted through to the GL when belonging to a batch that has been posted, confusion often follows as to whether the correct accounts have been posted to. Perform the following steps to help reconcile and trace transaction account entries.

1) Depending on the transaction (Sales or Purchasing) document, navigate to the appropriate module in GP. For this example we will use the Sales Module

2) Upon entering the Sales module, select the Transaction by Customer option to open the Receivables Transaction Inquiry – Customer window as shown below:

3) Enter the Customer ID for the transaction which will bring up a listing of all transactions for the customer. Alternatively, you can then filter for a specific document number to narrow down your search results:

4) Once you find the document in question, select the document line such that it is highlighted and click the Document Number hyperlink (Column Title) to bring up the Sales Transaction Inquiry Zoom as shown below. Here you can view further information relating to the document (Note the date of the document for reference purposes). Once you have this window open, select Distributions:

Preparing monthly tax returns are often dreaded as the thought of pulling backup, reconciling transactions, and preparing reports is time consuming and takes a lot of effort.  Microsoft Dynamics GP has a Value-Added Tax (VAT) Daybook tool that will prepare the detailed and summarized reports needed for tax filings.

VAT is the taxes on goods and services used throughout various countries.  A VAT Report will produce a summarized tax report that can be used to remit taxes.  It will summarize the total taxes charged on sales and total taxes paid to vendors.  It will also produce a finalized tax return form used to remit.

Traditionally, users use the general ledger and/or trial balances to remit taxes.  However, with the VAT Daybook, it can now automatically produce the report without manual updates/manipulations to prepare a tax return report.

The advantage of using a VAT daybook is that it will capture any transactions posted to prior periods that were not remitted in the tax return.  It will eliminate reporting errors when a user reports using the general ledger.

This function also allows a user to review the tax return before submitting.  The draft and finalized reports are easy to follow and for readers that need to review before submitting, the reports generated have a systematic flow and a reader does not need to flip back and forth between pages to find a trail of where figures are coming from.

WebSan Solutions leverages an online learning environment to offer a comprehensive online training solution for Microsoft Dynamics GP. We created a catalogue of Dynamics GP courses in our Learning Management System (LMS) with rich content, including multimedia such as videos, documents, presentations and embedded video conferencing. Also, we developed a variety of learning activities with tests that assess and reinforce what trainees have learned.

Our e - Training solution puts emphasis on usability and aims at offering a solid learning experience with the minimum possible hassle. Using a set of e-learning tools, users can understand and apply procedures easily at the convenience of their own time and place. Plus, our system is mobile friendly and you can easily work on your course 24/7 using your tablet or smartphone device.

Throughout each course, users can ask their instructor questions any time directly through the learning management system. At the same time, instructors will be able to have a clear overview of their progress with detailed reports and manage their individual needs accordingly.

With a variety of courses for both beginners and advanced users, we can help you build fundamental knowledge in Microsoft Dynamics GP. From General Ledger and Accounts Payable to Project Accounting and Purchase Order Processing, you will find the right training to fit your needs. What is more, you have the option to setup your company’s unique course catalogue customized to your business in a secure and encrypted channel for all data communication.

All in all, WebSan Solutions aims at delivering Dynamics GP training programs that combine simplicity and efficiency.

Microsoft Dynamics GP is a powerful accounting system with enhanced report design capabilities that will certainly improve your decision making processes. Microsoft Office and Microsoft Dynamics GP offer what is known as Office Data Connection (ODC), a method to integrate both systems and allow users to view Dynamics GP data in an Excel worksheet. This means, you can view your Microsoft Dynamics GP data in your MS Excel and have it refreshable at any time.

Not only are there more than 200 out of the box Excel reports included in the core system but also users can design and customize Excel reports to meet the individual needs of their businesses. These reports retrieve data from the Dynamics GP SQL database, thus offering real time reporting.

Furthermore, you do not have to be a user in Microsoft Dynamics GP to have the ability to view the Excel reports that come with the system. By using Windows Authentication and setting appropriate permissions for security, anyone in your company will be able to see these reports.

Finally, the default Excel Reports in Dynamics GP are created from the existing SmartList favourites. They are basically Excel files that can be tailored to the user’s needs and provide you with the familiar look and environment of Microsoft Office Excel. In addition, if you need extra customized Excel reports for your business, you can use the Excel Report Builder that comes with the SmartList Builder, though you will have to get a separate license for it.

If you want to learn more about Excel Reporting in Dynamics GP, join our free webinar on February 19, at 11 am EST and find out how to create powerful and easy to read reports.

With the 48^th NFL Super Bowl around the corner and the teams competing for the big prize, let’s take the chance to find out how Microsoft Dynamics CRM 2013 can relate to this sports event.

Microsoft successfully introduced Dynamics CRM 2013 to the sports industry by releasing special industry standard templates for free including a sports management template. The Microsoft Dynamics CRM 2013 sports management industry template has been developed particularly for helping sport clubs in their efforts for recruitment, ticket sales and various opportunities.

Following is a list of the template’s features:

• Dashboards for performance management by athlete and/or team, ticket sales, recruitment status and team standings
• Business Processes to manage recruitment, opportunities and ticket sales
• Business rules, workflows, and security roles to support the business processes.
• Custom entities including drug tests, event management, merchandise sale, profile album, injuries, results, scout reports and ticket sales
• Sports demo to experiment with the different capabilities of the solution

Notice here that this solution is only a template for customizations in Microsoft Dynamics CRM. WebSan Solutions offers a hosted Dynamics CRM solution along with other integrated end-to-end software to improve your company’s efficiency. We simply provide you with peace of mind by taking care of all your business needs so you can enjoy the Super Bowl game. Take advantage of Dynamics CRM’s versatility and contact This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

We are proud to announce the new features released with our Time and Expense Management System version 4.3. Expense group uploads, General Ledger uploads and overriding default supervisors are a few of the new enhancements that have been added to our system.

Expense Group Uploads

This feature will enable the upload of multi-user expense files. That is, specified users set in the security options have the ability to upload expenses for submission on behalf of other users. So if your department is responsible for submitting expenses, you can now gather all the expense sheets and submit them at once.

General Ledger Uploads

Upload journal entries through a downloadable template and synch them to your Microsoft Dynamics GP General Ledger.

If you are in the market for a Customer Relationship Management (CRM) system or you are just not satisfied with your current CRM solution, then you should consider Microsoft Dynamics CRM for the following reasons:

One of the main advantages of Microsoft Dynamics CRM is its familiar look and feel. If you are using Microsoft Outlook and/or Microsoft Internet Explorer, then you will find Dynamics CRM's interface very user-friendly. Research has proven that employees spend a significant amount of time daily using their Microsoft Outlook account. Compared to other CRM vendors, Microsoft doesn’t have to worry about integrating Dynamics CRM to Outlook because this is an inherent feature of Microsoft’s CRM solution.

Another reason to consider Microsoft Dynamics CRM for your business needs is flexibility. Not only can the system be customized to support your tailored needs but also the total cost of ownership (TOC) provides the best value in the market.

Last but not least, Microsoft Dynamics CRM offers a unified customer experience, connecting your employees around the world and empowering them with an integrated yet localized set of tools for success.

WebSan Solutions offers a robust hosted Microsoft Dynamics CRM solution along with other integrated, end-to-end business solutions.

Customer Relationship Management (CRM) has been a growing trend in the last couple of years. Any business owner knows that your sales team is only as good as the tools and the people it employs. Dynamics CRM is the right solution for your unique business needs because your sales team is able to market and sell your goods or services efficiently and effectively.

Sales people need a way to monitor, track and record sales force automation, marketing campaigns and funnel management. Microsoft Dynamics CRM 2013 focuses on 5 aspects of the sales cycle: Sales, customer care, marketing, social and technology.

Here is a list of benefits that Microsoft Dynamics CRM 2013 as to offer:

• Easily configurable
• Powerful tablet applications
• Touch-optimized phone applications
• Communicate with ease (Microsoft Lync, Skype, Yammer)
• Real Time Workflow
• Enhanced business processes

At WebSan Solutions, we offer robust, integrated end-to-end software solutions for managing your business.

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

Cloud computing has become the rule and not the exception for applications in today’s business world. It is with no doubt the default IT platform and the reality is a lot of organizations use multiple cloud environments delivered within different platforms.

The challenge of managing these cloud environments in a consistent way has created the need for what is known as cloud brokerage. That is, a third-party, vendor-neutral business that serves as a single point of contact when working with multiple providers. Cloud service brokers help users benefit from best-in-class offerings from different providers, while keeping the back end simplified.

Another trend is to certify trustworthy cloud providers. Certified clouds will lead to better take up and wider use of different services with the assurance they bring. After the NSA revelations, there has been an increasing need for cloud security in the business world that can be reassured by cloud certifications. WebSan Solutions has already amplified the importance of security by maintaining its hosted Dynamics GP solution in its state-of-the-art Tier II SAS70/SSAE16 certified data centre located in Toronto, Canada.

Finally, cloud - based applications are gradually gaining ground against on-premise software. Taking into account there is a Google or IOS application for almost everything in today's business world, people can work on one device, either it is a desktop, tablet or mobile and then stop and pick up right where they left off on a different device in another location.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013