Registration Now Open for Dynamics GP Certification Exams

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The first independent professional certification for Microsoft Dynamics GP is now available to the general public. The Association of Dynamics Professionals (DynamicsPro) began delivering certification exams last fall. The inaugural group of Dynamics Credentialed Professionals is to be congratulated, as they demonstrated their current knowledge of Dynamics GP and a commitment to ongoing professional development.

Now it is your chance to earn this prestigious credential. Dynamics GP & NAV exams are open and available to the general public beginning this month in select cities.

A complete schedule of exams through June, 2016 is also open for registration:

  • Minneapolis on February 23 or March 22
  • Houston on February 23
  • Phoenix on February 23 or March 22

Sign up now to reserve your spot in this first opportunity to demonstrate your Dynamics knowledge and skills!

Contact us to learn more.

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Microsoft Dynamics GP Payroll & HR versus ADP

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“The reporting out of ADP is difficult. I have been working with ADP since April last year (2015) and still have trouble finding a report or creating a report.  Also, their support is not the best.  Sometimes I get several different answers to the same question.  After working with both GP and ADP, I would not recommend anyone to go with ADP over GP…”

-Senior Staff Accountant, Public Consulting Company, 170 employees

  • No matter if you choose to run your payroll in-house or with a partner like ADP, you still need to sit in front of a computer screen to create and maintain employee records. It just depends on if you are entering the information into a Dynamics GP screen or ADP screen. Same typing time.
  • Adding additional employees will most likely not cost any more with Microsoft Dynamics GP in-house payroll.
  • Payroll Hours will post to the General Ledger Unit Accounts in Microsoft Dynamics GP Extended Payroll. This allows for hours to be used in Variable General Ledger Allocations for Accounts Payable and General Ledger transactions, to be used in financial reports, and for use in budgeting.   If ADP provides this information to integrate, there will be a one-time customization charge and recurring pay period charge from ADP.  In addition, custom integration charges and potentially integration tool software cost involved on the Dynamics GP side.
  • Payroll Liabilities are posted to Accounts Payable for payment with Microsoft Dynamics GP Extended Payroll. If ADP provides this information to integrate, there will be a one-time customization charge and recurring pay period charge from ADP.  In addition, there are custom integration charges and potentially integration tool software cost involved on the Dynamics GP side.
  • Payroll Accruals are automatically calculated and posted to the Microsoft Dynamics GP General Ledger with Extended Payroll. If ADP provides this information to integrate, there will be a one-time customization charge and recurring pay period charge from ADP.  In addition, custom integration charges and potentially integration tool software cost involved on the Dynamics GP side.
  • Analytical Accounting: With Microsoft Dynamics GP Payroll you can allocate and post transactions down to the project, event, job, or grant level.  If ADP provides this information to integrate, there will be a one-time customization charge and recurring pay period charge from ADP.  In addition, there are custom integration charges and potentially integration tool software cost involved on the Dynamics GP side.
  • Cash Flow: With Microsoft Dynamics GP Payroll, you control your cash outflow.
  • Timing: With Microsoft Dynamics GP Payroll, you control when you process payroll.  No ADP deadlines to be met.
  • Early Termination: With Microsoft Dynamics GP Payroll, you can process an employee termination check immediately without additional cost.
  • User Experience: With Microsoft Dynamics GP Payroll and HR, the user experience is the same as the other Microsoft ERP and Office applications being used.
  • Reporting: No additional charges for custom reporting or access. Same Microsoft Dynamics reporting tools used for the rest of the ERP system are used with Microsoft Dynamics GP Payroll and HR.  Tools such as:  Excel, SQL Server Reporting Services, SmartLists, and Business Analyzer; give users and management immediate access to the information they need.
  • If you stop using ADP by choice, due to business acquisition or bankruptcy, you are still required to keep a minimum of 7 years of auditable records for IRS and other compliance agencies. With Microsoft Dynamics GP Payroll and HR, you do not have any required recurring payments or need to print tons of paper to make available records for audit and compliance.
  • Unlike ADP, with Microsoft Dynamics GP Payroll and HR, if you need to migrate to a different system in the future, you have easy access to the data and documents. All data and documents are stored in the Microsoft SQL Server database you own.

Upcoming GP Webinars in February

Join us for one, or both, of these upcoming webinars highlighting the tips, tricks and useful information in Microsoft Dynamics GP.

Date: Wednesday, February 17
Time: 12:00 p.m. – 1:00 p.m. CST
Presented By: MineralTree GP Consultants

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Learn more about how AP automation works and the impact that it could have on your organization. In this webinar, we will cover:

  • The current state of Accounts Payable processes
  • The benefits of automating AP
  • The AP solutions that are available to you
  • A live demo of how to use MineralTree with Microsoft GP

REGISTER NOW

 

Date: Wednesday, February 24
Time: 11:00 a.m. – 12:00 p.m. CST
Presented By: Sandy Wickman, GP Product Manager at InterDyn BMI

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Dynamics GP offers many ways for you to view and report on the amounts owed to your company.

  • Do you know how to see the specific details you need?
  • Do you know how to process details to receive the money more quickly… and with additional finance charge income?
  • Do you know the meaningful metrics needed to grow your business?
 In this webinar, we will walk you through each of these questions and will provide you with a comprehensive review of Accounts Receivable.
We will also show you the most useful ways for your AR staff, sales staff, management professional, and C-suite professional to look up and report on ways to ‘show you the money’.

REGISTER NOW

Smooth ACA Reporting for IRS Compliance: EXTENDED DEADLINE

Affordable Care Act reporting, the most complex workforce reporting ever required, is right around the corner for many U.S. businesses. Similar to requiring that every employee receive a W-2, some employees must also have a 1095-C form in their hands.

The original deadline of Feb 1 was just extended by the IRS to March 31, a bit of breathing room but not a reason to procrastinate! This statement about the availability of health care at your business is required whether or not you:

  • Have offered affordable health care to your full-time employees all along.
  • Have decided to pay the penalties for not offering coverage this year.
  • Employ between 50 and 99 workers and are not facing penalties related to Tax Year 2015 coverage.

You MUST fulfill the IRS reporting requirements around ACA compliance by sending 1095-C forms to certain employees and filing copies of them to the IRS (with the 1094-C transmittal form).

Be aware: The non-filing penalty is $500 per required return! If you act now, it is possible to produce 1095-C forms for your employees by March 31 and then be ACA-ready for filing copies with the IRS.

Our ACA reporting solution can help you.

  • It accepts data from any payroll or ERP system.
  • It is smart, comprehensive and cost-effective.
  • It can be deployed in one day.

Contact InterDyn BMI to learn more about ACA reporting technology.

Why Upgrade from QuickBooks?

In a study performed by FindAccountingSoftware.com of more than 4,000 buyers over the last five years, the top 10 most commonly reviewed QuickBooks replacement products were revealed:

“While the products vary in terms of price point, deployment (cloud/on premise), and feature support,” says the FindAccounting article, “each owns a well-established history as a popular accounting software choice for the SMB market.”

Why do companies decide to replace QuickBooks?

QuickBooks after all is used by millions of companies, offers a wide range of functionality, and many versions cost less than a year of cable television to run.

When it comes to switching software, everyone has their reasons, but these are the common reasons buyers tell us they are looking to upgrade from QuickBooks.

To read more about the most popular QuickBooks replacement upgrade alternatives, check out the full article FindAccountingSoftware.com.

Dynamics GP 2016 Coming in April

In keeping with Microsoft’s recently adopted six-month cadence for releases of new versions of Dynamics GP, we can begin to look forward to an anticipated release of GP2016 in approximately April, 2016.  Some of the proposed new functionality includes most popular requested features from customers, including

  • Import/Export Smartlist definitions from the Designer – excellent for duplicating lists to another install
  • Smartlist number field exports to Excel will be formatted as numbers not text
  • New Home Page part can optionally display Power BI Reports – nice dashboard view
  • Following on from the GP2015 R2 feature of Purchasing All-in-One view, the GP2016 version will include both Sales and Inventory All-in-One views. Accessible from several different places within the module, these provide requested visibility to your data.

1

  • Prepayments on Purchase Order has been in existence, but with GP2016 you can now include the entire purchase order amount including taxes, freight & Miscellaneous, not just the PO subtotal amount.
  • Project Accounting fields will now be available on Purchase Requisition entry. Project and Cost Category will now flow to Purchase Orders created from Requisitions.

2

  • Budget Imports will now provide an exception report displaying accounts that aren’t setup in Dynamics to allow budgeting to
  • When processing checks from GP, there will be a new option to select to pay by credit card. The payments will create an invoice for the credit card vendor along with a remittance form to show the invoices paid
  • Payroll posting accounts setup will now include a navigation list with easy filtering and sorting functionality. Export and Import payroll posting accounts using MS Excel

3

  • Workflow conditions have been enhanced when determining what to do for next steps when conditions are not met
  • Scanning document attachments now include the ability to include multiples. Document feeder options and formatted as .tiff files will be included
  • https support for Management Reporter helps to further secure communications for report information

Stay tuned for more details on the release of GP2016. Contact InterDyn BMI for more information.

An Intro to SmartList Designer

Who owns Smart List Designer?

Any customer running Microsoft Dynamics GP 2013 SP2 or higher!

How do I use Smart List Designer?

1

User will need access to Smart List Designer Tasks, these tasks need to be assigned to a role and the role assigned to the user…

  • GP2015 R2 Offers a workflow to approve Smart List Designer object before they become accessible to all users.
  • Once the object is created, uses need to be granted access to the Smart List Designer object.
  • Open Smart List and click on NEW or Modify, yes, you can modify!

How is Smart List Designer different from Smart List Builder? Which is the ‘right’ tool for me?

3
Let’s Create a Smart List Designer object with a SQL View!

Premise:

COO wants Payroll pay information for all employees and all pay codes. Would like to see the pay rate value per hour. COO does not have access to Dynamics GP.

Solution:

  1. Create a SQL View to gather appropriate information
  2. Grant COO access to SQL view
  3. Create a Smart List Designer Object using the SQL View
  4. Publish the SQL view to Excel Reports
  5. Pretty up Excel Report for the COO

View?

In database theory, a view is the result set of a stored query on the data, which the database users can query just as they would in a persistent database collection object. This preestablished query command is kept in the database dictionary. Unlike ordinary base tables in a relational database, a view does not form part of the physical schema: as a result set, it is a virtual table computed or collated dynamically from data in the database when access to that view is requested.

Changes applied to the data in a relevant underlying table are reflected in the data shown in subsequent invocations of the view. In some NoSQL databases, views are the only way to query data.

Views can provide advantages over tables:

  • Views can represent a subset of the data contained in a table. Consequently, a view can limit the degree of exposure of the underlying tables to the outer world: a given user may have permission to query the view, while denied access to the rest of the base table.
  • Views can join and simplify multiple tables into a single virtual table.
  • Views can act as aggregated tables, where the database engine aggregates data (sum, average, etc.) and presents the calculated results as part of the data.
  • Views can hide the complexity of data. For example, a view could appear as Sales2000 or Sales2001, transparently partitioning the actual underlying table.
  • Views take very little space to store; the database contains only the definition of a view, not a copy of all the data that it presents.

What does my view include?

USE [TWO]
GO /****** Object: View [dbo].[BMI_Employees] Script Date: 06/15/2012 08:36:03 ******/ SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER OFF
GO
create VIEW [dbo].[BMI_Employees] AS select Distinct([‘Payroll Master’].[EMPLOYID]) as ‘Employee ID’,
rtrim([‘Payroll Master’].[LASTNAME]) as ‘Last Name’,
rtrim([‘Payroll Master’].[FRSTNAME]) as ‘First Name’,
rtrim([‘Payroll Address Master’].[ZIPCODE]) as ‘Zip Code’,
[‘Payroll Master’].[BRTHDATE] as ‘Birth Date’,
Left(rtrim([‘Payroll Address Master’].[PHONE1]),10) as ‘Phone 1’,
rtrim([‘Payroll Master’].[SOCSCNUM]) as ‘Social Security Number’,
rtrim([‘Payroll Pay Code Master’].[PAYRCORD]) as ‘Pay Record’,
[‘Payroll Pay Code Master’].[PAYRTAMT] as ‘Pay Rate’,
from [UPR00100] as [‘Payroll Master’] with (NOLOCK) left outer join [UPR00102]
as [‘Payroll Address Master’] with (NOLOCK) on [‘Payroll Master’].[EMPLOYID] = [‘Payroll Address Master’].[EMPLOYID] and [‘Payroll Master’].[ADRSCODE] = [‘Payroll Address Master’].[ADRSCODE] left outer join [UPR00400]
as [‘Payroll Pay Code Master’] with (NOLOCK) on [‘Payroll Master’].[EMPLOYID] = [‘Payroll Pay Code Master’].[EMPLOYID]
Where [‘Payroll Master’].[INACTIVE]=0 AND [‘Payroll Pay Code Master’].[INACTIVE]=0

Contact InterDyn BMI today to learn more about SmartList Designer and Microsoft Dynamics GP.