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.

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.

Recently I had the opportunity to interview Jon Rivers. In this interview he discusses his book, current projects and his views on user problems.

In a short summary what do you describe your job is?

I am currently the Channel Partner Manager at Data Masons Software an EDI ISV solution provider who helps to solve the EDI needs of clients who are running Dynamics GP, AX or NAV. When I am not helping the partners I am managing all of our Social Media outlets if that be our Blog, Twitter or LinkedIn accounts.

You can also find me presenting at Dynamics-focused conferences, educational forums and Web events, including the annual GPUG Summit, AXUG Summit, NAVUG Forum, Microsoft Convergence and numerous regional user groups.

How long have you’ve been in the Microsoft Dynamics GP Industry?

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.

We are still accepting resumes for our Application Specialist position.  Hurry & forward your resume before its too late!

http://www.websan.com/about/careers

We are accepting applications from recent university graduates as well as current GP users looking to broaden their knowledge.  Work for a young & vibrant company in uptown Toronto!

WebSan has continued its growth by expanding its office facilities.  We have recently taken over additional office space, doubling our office size.  We are also expanding our workforce.  If you have the proper blend of technical capabilities & a knack for business, applying to one of our openings at the link below:

http://www.websan.com/about/careers/

An Enterprise Resource Planning (ERP) Consultant is either a contract employee or an employee that’s part of a company that is hired to do either of the following: implement, upgrade or support an ERP system.

The main function of the ERP consultant is to help organizations move to ERP software. A successful ERP consultant is able to adjust to a client business process, to determine where ERP systems would be most useful.

ERP Consultants relevant fields of study are information technology, business information systems or management information systems. You have the option of letting a consultant help out with the full implementation of an ERP project, from matching your business requirements with the right software to managing change within the organization as a result of the software.

You know you have a good consultant when he/she is capable of communicating with users at all levels of the organization.

If you are looking for an ERP Consultant, contact WebSan Solutions Inc. we've got the experience and expertise you need to help lead you in the right direction. We ensure your new integrated ERP system will meet all your management, reporting, financial and accounting needs while also helping you to streamline processes and improve your overall business.

On May 29^th WebSan held a SQL Reporting Services Webinar. We discussed the ability to export reports to any other formats like Word, Excel, PDF etc. and we toured of the most popular SQL Reports. To be kept up to date 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.

Join us for our upcoming June webinars!

-          Move from QuickBooks to Microsoft Dynamics GP on June 21 @ 2:00 p.m. EST

-          10 Tricks in 30 minutes – The Top 10 Features of Dynamics  GP You’re Not Using and Should Be! On June 19 @ 11:00 a.m. EST

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.

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

Technology is shifting to the clouds. Whether it's phone apps like the Apple iCloud or email like Hotmail’s SkyDrive, many firms are transitioning there.  It makes sense to move your ERP system from on-premise to hosted instead. Using Hosted Microsoft Dynamics GP still means your software application is in a data center. You can still access your information where ever you are 24/7. You can rest assured of the security and reliability of your business. These are some reasons why you should use Hosted Dynamics GP:

• Superior security, availability and control of your data
• Lower Hardware Cost
• Reduced Maintenance cost and improved ROI
• Built – in disaster recovery and repair
• Gain access to your data from anywhere

To learn more about Hosted Dynamics GP, visit https://www.websan.com/solutions/hosted-microsoft-dynamics-gp/.  We are a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider. We have over a decade of experience in Enterprise Software solutions, business and financial accounting software, implementation and design.

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

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.

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.

The Cloud has virtually changed the way businesses handle financial transactions. Gone are the days when companies must rely on old-fashioned and outdated approaches to document transactions, like pen and paper or Excel spreadsheets. These methods are not only more time consuming and extremely faulty, but they are not a realistic way to run a business in the 21^st century. Moving into a new, innovative, and integrated system like Microsoft Dynamics GP can prove to be beneficial for a company of any size for the following reasons:

Time Saving - With a system that automatically inputs customer, vendor, and employee entered data into your system and easily connects all information into one platform, the tasks of manually entering the same data into various spreadsheets and software can greatly reduce the time consuming tasks of data entry. In addition, errors in data entry can simply be eliminated with all clients, employees, and vendors entering data into one system.

Save More Money - Cloud accounting lowers your IT costs because you no longer need to update software each time a new version is released or worry about large, one-time licensing fees. The software costs are spread out over a predictable, smaller, monthly fee. Updates and maintenance are carried out by the cloud provider. With cloud accounting, you can ensure that your system is consistent and up to date.

Easily Create Automated Reports -Microsoft Dynamics GP has tools which simplify accounting processes.  Since all data needed to create reports is stored in one system, creating reports is easy as a few clicks.

Safe & Secure -You have the peace of mind that your data will always be backed up no matter what obstacle your company faces – hardware issues, lost data, or even natural disasters.

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 This email address is being protected from spambots. You need JavaScript enabled to view it. to upgrade today!

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.

This year’s Microsoft convergence in Houston announced that Dynamics GP 2013 is due to be released Q4 of this year. With over 150 new features that will help organizations with their functionality, the WebSan team is quite excited! Microsoft Dynamics GP 2013 will transform the way your organization is run by helping you become more connected, provide support for growth, increase efficiency, and lower your IT costs through the new features that are available.

Here are a few features that we’re looking forward to upon its release:

• Web Access – Employees will gain easier, convenient access to information and will be able to better collaborate with the new web client from their PC or mobile device.
• Business Analyzer – Delegate tasks, track KPI’s, forecast potential opportunities, and take informed action by having better role-specific insight in to your business.
• Business Intelligence – Enhanced SQL Reporting offers better visibility to key business metrics.
• Office 365 Integration – Integration will provide better collaboration and communication within your organization.
• Word templates – Templates can be applied and reports can be created for anything in GP 2013.
• Document attachment – Capability to apply related documents into each transaction.
• Printing – Conveniently choose a printer at the time of printing a report or document

With the increased functionality Dynamics GP 2013 offers, you can be sure that you will have more control over your organization, allowing you to transform and improve the way you conduct business.

For more information about Dynamics GP 2013 and upgrades, contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.@This email address is being protected from spambots. You need JavaScript enabled to view it..This email address is being protected from spambots. You need JavaScript enabled to view it..

By: Mabelle Gonzales, Marketing Coordinator at WebSan Solutions Inc, a Canadian Certified Microsoft Dynamics Partner.

Last Thursday, we hosted our first web conference for this year. We discussed SQL linked Excel Reports and reviewed how you could effectively use tools, like pivot tables. With such a great turn out, we’re looking forward to hosting web conferences regularly. To be informed with the 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.

Excel Reporting - Part 1

By: Mabelle Gonzales, Marketing Coordinator at WebSan Solutions Inc, a Canadian Certified Microsoft Dynamics Partner.

Professional services organizations (PSO's)– management consulting, marketing agencies, law firms, legal and financial firms – are some of the most difficult businesses to manage. This ever-changing industry relies heavily on the skills and services their people provide. Clients base their decision on the knowledge, expertise and advice given to them and as a result, it makes it hard for a PSO to sell and quantify their product. Accounting for invoices, tracking hours for each resource, overseeing projects and managing client relations can be a little overwhelming and for a budding PSO, challenges can become even more complex. Using a robust software solution such as WebSan’s Microsoft Dynamics GP solution for professional services can relieve companies in this industry from their financial and project management challenges by:

• Shortening deployment times with the use of tools which install the system within minutes, set up core functionality, and quickly transfer and update data.
• Providing more visibility in projects and their status – increasing customer satisfaction by improving collaboration with clients and employees.
• Connecting and streamlining business processes - billing, tracking hours, or invoicing.
• Optimizing efficiency and communication with customizable add-ons and solutions.

To learn more about the robust capabilities and comprehensive tools of Microsoft Dynamics GP, visit our website or contact us for a demo.

By: Mabelle Gonzales, Marketing Coordinator at WebSan Solutions Inc, a Canadian Certified Microsoft Dynamics Partner.

Many of our Microosoft Dynamics GP clients use our support desk for assistance with issues that arise from time to time.  We offer various levels of support,from ad hoc to 24/7 availability.  The need for support varies with every client.  Some require lots, some very little.

For those that like to perform their own support, there is a great utility available free of charge that can be downloaded (through a partner) from Microsoft.  This tool, called the Support Debugging Tool, improves error handling & has many great features.  These include:

• Colouring Windows by Company
• Easily Capture Screenshots of Errors & Email ALL Related Support Information to a Help Desk
• Transaction Logging
• Executing SQL within Dynamics GP

To obtain this tool, get the DEBU_1100.zip file from your Microsoft Partner

Unzip & copy to your Dynamics GP install folder

Start Microsoft Dynamics GP as an Administrator & agree to Add New Code message