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What Customers Can Look Forward to in Microsoft Dynamics Great Plains 2013 (Part 1)

The release is almost here! Business is growing and so is technology so look no further! Microsoft Dynamics GP is committed to helping you do this by delivering a widespread vision and solution for your business. In part 1 of this blog I will be talking about 3 features that you can look forward to in the upcoming release.

Take command of your business

Have access to Dynamics GP virtually everywhere. There will be a new web client so you can use and contribute to Dynamics GP anywhere, anytime. The business analyzer dashboard helps you gain access to key performance indicators, reports and important information.

What’s new about business intelligence is it now offers both full service and self-service users have more of an “out-of-the-box” Microsoft SQL Server Reporting Services and Microsoft Excel Reports.

Drive efficiency up while you drive costs down.

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WebSan Solutions Inc. an ERP Partner of the Year Finalist of the 2012 Microsoft Partner Network IMPACT Awards

WebSan Solutions Inc. announced that it has been selected as a finalist in the ERP Partner of the Year category for the 2012 Microsoft Partner Network IMPACT Awards. The tenth annual IMPACT Awards recognize excellence within the Microsoft technology partner community in Canada.

 “This year, we celebrate the 10th Anniversary of the IMPACT Awards, which recognizes the outstanding achievements of Canadian Technology Partners, such as WebSan Solutions Inc.,” said Mark Dodds, Vice-President of Small Business, Midmarket Solutions & Partners, Microsoft Canada Inc.  “Microsoft depends on our Partners now more than ever before as we enter a new era of cloud-based computing. Our partnership is pivotal to growth and success and we look forward to celebrating the commitments of our Partners this year at the IMPACT Awards gala.”

WebSan was chosen as a finalist in the ERP Partner of the Year for its Dynamics GP implementation of an Electronic Bank Reconciliation solution for Cash 4 You, a Canadian Retail Financial Services provider.

“We are pleased to receive this recognition for our efforts. We always focus on delivering tremendous value to our Clients through the implementation of the Microsoft suite of products, including Cloud and On-Premise Dynamics GP, CRM and Office”, states Andrew King, Managing Director.

WebSan, along with other technology partner winners and finalists in each of the award categories, will be honored at an awards ceremony at the new Four Seasons Hotel located in Yorkville, Toronto on November 13, 2012.

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Microsoft announces WebSan as a 2012 Impact Award Finalist

WebSan Solutions Inc. has been named a 2012 Impact Award Finalist for ERP Partner of the Year!

"We're thrilled with the recognition of our contributions to our Clients' successes and our position as the leading Canadian Hosted Dynamics GP Partner." stated Andrew King, Managing Director.

Here's a complete list of the 2012 Impact Award Finalists.

We'll find out November 13 if we won or not!

Stay tuned!

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Modern day time and expense management

Employees can work from home, the office or on the beach. Because of the IT cloud movement you no longer have to be confined to your desk. That doesn’t mean that less work gets done, it just means you have more of a flexible environment to work from. This can make you more efficient and manage your time better because you now have options. Generation Y is all about “multi-tasking” and being technology driven.  So it’s only logical to have employees enter their time and expense via internet/remotely.

According to Forrester Research , as of 2011, about 34 million people work from their residence occasionally. Forrester Research also predicts that the number of people who work remotely will nearly double -- to approximately 63 million people -- by the year 2016.With that said, the modern day time and expense management needs to keep up with this growing movement.

A benefit from an employee’s perspective is being worry-free about forgetting to enter an expense or time worked. If you come home and realized you forgot to enter your time, you can now go on the internet and enter it right away. Being able to enter your time or expenses as they occur increases accuracy.

A benefit from an employer’s view is that work can get done regardless of where their employee is. It’s now easier to capture your employees’ time and expenses. No more paper!

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WebSan Solutions beats hundreds of competitors to be a finalist at CDN Channel Elite Awards

We recently attended the CDN Channel Elite Awards Gala, and even though we didn’t win, were a top finalist. CDN Canada’s number one IT channel publication recognizes Canadian solution providers in ten categories. WebSan Solutions Inc. was nominated for “Best Small Business Solution”. This award honours partners that have created the most innovative and problem solving hardware, networking, cloud or software-based solution for an organization or department with up to 100 seats or less using the solution. “The Channel Elite Award program demonstrates that Canada has a growing number of talented, innovative Solutions Providers that are capable of delivering solutions that help businesses of all sizes.” said Paolo Del Nibletto, editor of CDN.

We are very honoured to be nominated. Being recognized for our talents in this industry drives us to work harder and to continue to keep our customers satisfied.

CDN recognizes IT Solution Providers for their innovation, leadership and commitment to creating value for their customers.

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WebSan Solutions Inc. named as finalist; Best Small Business Solution at CDN Channel Elite Awards

WebSan Solutions Inc. has been named a finalist in the Best Small Business Solution category for this year’s CDN Channel Elite Awards. http://www.itbusiness.ca/cea/home.html

This award honors the partner that has created the most innovative and problem solving hardware, networking, cloud or software-based solution for an organization or department with up to 100 seats or less using the solution.

CDN’s Channel Elite Awards recognizes IT Solution Providers for their innovation, leadership and commitment to creating value for their customers.

As a finalist, we will be judged by a panel of CIO or IT director level executives. Category winners will be chosen based on the following criteria:

Innovation - originality in the application of the IT solution to the business problem

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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.

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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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My interview with Jon Rivers

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?

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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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Still Time to Apply ...

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!

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WebSan Continues Growth

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/

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What is an ERP Consultant?

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.

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SQL Reporting Webinar

On May 29th 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

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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.

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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

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Five Reasons why you should use Hosted Dynamics GP

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

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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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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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Cloud Accounting

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 21st 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.

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