Posts From Integrated Business Group

Tales from the Trenches: Year-end Close for General Ledger in Microsoft Dynamics GP

One of the first items on the year-end close checklist that might not get enough attention is to print an account list and to verify the posting types of each account. Profit and Loss accounts are closed to the Retained

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SafePay Alternative Formats

If your bank requires you to submit something other than the standard comma or tab delimited formats, you can accomplish this task by using Fixed Field as your output type. We recently had a customer that requested an unusual format.

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What is Your Cash Management IQ?

You have likely heard the saying “Cash is King”. In this article we will discuss a number of ways Microsoft Dynamics GP helps you better manage cash flow. Two options Microsoft Dynamics GP offers for managing cash are bank reconciliation (sometimes

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Business Analyzer Builds Executive Dashboards

It is frustrating to contribute a lot of time and effort only to find the solution delivered was not what the CFO wanted. It would be nice to be able to pull something together quickly – preferably with minimal time and cost – to improve the feedback loop.

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CRM & Email Marketing Options

It is easy to be confused in the world of internet marketing. For non-technical individuals, email-marketing can be difficult to understand and hard to keep up with. Add business marketing and daily changes – it is not unusual to be lost in all the options.

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Create Multiple Checks to a Single Vendor

Many companies have multiple accounts with utility, telephone and cell phone vendors. For example, there may be eight locations in the same area and all the utility accounts are with the same utility vendor. All payments are remitted to the same address; however, each location has a separate account number. Typically the bills would be paid with one check and often there are problems with the way the vendor applies the payment.

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When to Use the Report Wizard

Microsoft Dynamics CRM provides many quick and easy ways to view and filter data right from the familiar list interface. With customizable views, quick search, column filtering and Advanced Find, users can retrieve, filter and organize records without having to go to the Report Wizard.

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Microsoft Dynamics GP Tips and Tricks

A Different Method to Add Additional Documents to Vendors…Many of you already know that you can add an additional document that is located outside Dynamics GP to a vendor’s card using the OLE functionality.

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CRM Automatic Tracking in Outlook

When you have your CRM for Outlook add-in configured for Outlook, you can set your personal options by going to File>>CRM>>Options. The settings below will enable automatic tracking of your incoming emails that have email senders listed on a CRM Account or Contact record.

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