The All-New BizInsight Excel Suite for Microsoft Dynamics GP

Your reports are outdated the instant you hit “Send” in an email or “Share” in Microsoft Excel, and definitely as soon as ink hits paper. Things change, stuff happens, and what you think is the truth can quickly become anything but.

All that effort, all that work, all those hours spent in preparation . . . just to provide the opportunity to do it all over again.

Not so with the all-new BizInsight Excel Suite for Microsoft Dynamics GP, from BizNet Software.

More than 20,000 users worldwide rely upon BizNet to automate the production and distribution of recurring reports.  But boardroom-quality reports are the just the beginning of what the BizInsight Excel Suite can do for you.

The Suite includes two essential Excel add-ins to automate your reporting and a powerful third option to dramatically accelerate the distribution of reports.

  • BizConnectors: Deliver drag-and-drop access to tables from Dynamics GP Financial, Sales, Purchasing, Inventory, Manufacturing and Project modules.  No more export-import copy-paste to get the data you need.  BizConnectors bring it to you.
  • BizInsight: Enables the analysis of business operations with pre-built functions and provides an intuitive, menu-driven Query Editor that retrieves very granular results and backs up the numbers with drill-down details.
  • BizBroadcast: Automates report distribution in a variety of formats to specific audiences at email, network, web and cloud addresses – and can even send reports based upon scheduled timers or conditional triggers.

Check out the BizNet Software Video Center and see that automated reporting and business data analysis in Excel isn’t magic, but it comes pretty close with the BizInsight Excel Suite for Microsoft Dynamics GP.

Let us know if you have any questions.

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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.

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.

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  • 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.

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  • 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

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  • 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.

Customer Success: Berger Transfer & Storage

ABOUT COMPANY: 

Since 1910, Berger has been delivering quality transportation services to individuals, corporations and government agencies. As Allied’s largest asset based agent, Berger is a full-service moving company that specializes in the transportation and storage of household goods, office and industrial equipment, special products and product distribution. Berger movers provide local, long distance and international moving services for residential customers, businesses and government agencies.

BUSINESS SITUATION: 

Berger was originally using FMS on a Mainframe computer, which was not compatible with the Y2K issue. Its team was in need of a new system with easier reporting options, easier ways to create a check batch and the ability to look up historical transactions.

THE SOLUTION: 

InterDyn BMI came onsite to do a demo of Microsoft Dynamics GP for the Berger team, which is where the process initially began. Berger was considering other technology options such as Microsoft SL (Solomon) and MAS 500 from Sage Software. Ultimately, Berger believed that GP was the best fit for their company over any other business solution.

“InterDyn BMI installed Microsoft Dynamics GP and got it up and running with customizations for our processes on day one,” says Bert Green, GP Developer at Berger Transfer & Storage.

The overall deployment timeline was about 3-6 months from start to going live on the system.

Green also explains that InterDyn BMI helped his team in retrieving open information from their current system into the GP system. “They walked us through every step and made the transition very easy,” he says.

PROVEN RESULTS: 

The most prominent benefit of Dynamics GP for Berger is that it has made the process of looking up historical items much easier, saving employees a lot of time and worry.

“Our experience with InterDyn BMI has been great,” adds Green.Whenever we have a question, we can always expect to get an answer quickly.”

Berger has recently been finishing up with an upgrade project to GP2015 while they complete their own customizations. Their team believes this process has been going smoothly.

It’s Official: GP2015 R2 Has Released!

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As of June 1st, Microsoft released the R2 version for GP2015.  A few of the exciting new features include:

  • Purchasing all-in-one Document Viewer which allows users to see the entire life cycle of purchasing transactions on a single form
  • Workflow type for Accounts Payable transaction approval
  • Historical ‘Received Not Invoiced’ report
  • Auto deposit cash receipts in bank reconciliation
  • Combine General Ledger inquiry – historical and current year lookup

And many more great features.  Please refer to this GP2015 R2 Features Blog for more documentation, videos & content.

InterDyn BMI would also like to remind you of a few important GP2010 product support deadlines and encourage your consideration of upgrading to GP2015 very soon.  Microsoft will discontinue support for GP2010 (and stop releasing service packs and hot fixes) in the fall of 2015.  Please refer to the Microsoft Support Lifecycle policy for specific lifecycle dates.

Microsoft will not release a year end update for version GP2010 at the end of calendar 2015.  Microsoft will be releasing year end updates for versions GP2013 and GP2015.  Any organizations using GP Payroll functionality on version GP2010 will be significantly impacted by not having tax updates at year end 2015.

If your organization needs to comply with ACA reporting, GP2013 and GP2015 will include updates to tables to facilitate eligibility tracking. ACA Blog defines some of the changes being made.

  • If you are on GP2013 and need GP to produce ACA reporting, we recommend you install the March Hotfix ASAP, prior to setting up the ACA reporting fields in HR Benefits.
  • If you are on GP2015 and need GP to produce ACA reporting, we recommend you install GP2015 R2 ASAP, prior to setting up the ACA reporting fields in HR Benefits.

InterDyn BMI would like to encourage you to consider planning and scheduling your upgrade now to ensure that you get all of the payroll updates and enhancements needed for your accurate processing of payroll.   Please contact our upgrade team upgrades@interdynbmi.com to plan your upgrade soon.

What’s New in GP 2015 Webinar

Hear the reasons customers are upgrading to Microsoft Dynamics GP 2015. We will cover the improvements made in the following areas:  System Wide, Web Client, Business Intelligence (BI), Financials, and Distribution.

Customer Success Story: Blu Dot

ABOUT COMPANY: 
Blu Dot was born in 1997. Their goal is to bring good design to as many people as possible. That means creating products that are useful, affordable and desirable. To make that happen, their design process is founded on collaboration. Blu Dot likes to think that the form is almost inevitable, a by-product of the process. Their job is simply to help design emerge as beautifully and as efficiently as possible.

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BUSINESS SITUATION: 
Blu Dot’s business was growing faster than their manual systems would allow, so they turned to InterDyn BMI for technology solutions that would scale with their business. Since then, revenues have grown from $7M to $80M.

THE SOLUTION: 
InterDyn BMI worked collaboratively with Blu Dot to provide a Microsoft based technology infrastructure that would grow with their business. The solution included Microsoft Dynamics GP, SQL Server, Exchange and Windows Desktop. The solution platform also supports robust companion products to enhance their business and the ability to integrate with other business systems and applications.

InterDyn BMI has consistently met and exceeded the expectations of our growing company’s demands. From supporting overseas offices and retail stores, to our recent office and warehouse move, they have always provided professional service with technical consultants who are knowledgeable, productive, and willing to go the extra mile to resolve issues. It is a tremendous asset to our company to work with a team of people who we can trust to support our IT requirements.”

PROVEN RESULTS:

  • Decreased report creation time by more than 75%
  • Enhanced distribution power and functionality to drive growth
  • Became greener by reducing paper usage by 25%
  • Moved focus to core values and growing the business rather than on low-value administrative tasks
  • Achieved GAAP compliance