2016 Q2

Q2 2016

WWW.GPUG.COM

Professional Development THE KEY TO YOUR SUCCESS

WITHIN REACH

MICROSOFT DYNAMICS GP 2016 ADVICE FROM YOUR

PEERS

acom

Vis it u sa tt he Ex po Ha ll

End-to-End AP and Document Automation

Be Part of the Paperless Movement!

CAPTURE | PROCESS | PAY Real-time Integration Designed for Microsoft Dynamics GP ƒ Eliminate paper and manual processing ƒ Automated 3-Way Matching ƒ Complete transactions in Dynamics GP automatically, without data entry or errors ƒ Paperless Payment Processing

A 90% Increase in Productivity – Accessed Right from GP Screens Join the Move to Paperless Automation.

WWW ACOM COM GP s SALES ACOM COM s ACOM for Microsoft Dynamics GP. One fully integrated paperless solution for Payables and the entire enterprise.

Microsoft Dynamics GP

In Every Issue

contents Q2 2016

www.gpug.com

Tweet It! What’s your top resource for professional development?

Share your thoughts on Twitter #GPUG.

Q2 2016

WWW.GPUG.COM

Professional Development

5 7 8 10 12 20 21 30 31 35 42 43 50 59

From the GPUG Chairman Events Meet Your Peers Chapter News Welcome to Our New Members Academy Corner GPUG Bingo What’s New on the GPUG Website Name That Photo Contest Volunteer of the Quarter: Jim Noblitt Trending Topics Word Find On Topic The GP List, from The Partner Channel

Features

THE KEY TO YOUR SUCCESS

WITHIN REACH

14

Humans of GPUG Michelle McDonald

16 18

Becoming the Professional You Were Meant to Be

22 24 27

Academy Instructor Spotlight

28

Tips & Tricks Favorite Microsoft Excel Formulas – Part 1

32

Microsoft Member Showcase Chad Sogge

36 40

Expanded Volunteer Program

44

VAR Partner Solution Showcase Saratoga Technologies

46 48

Change: What Does it Mean to You

51

Tips & Tricks Clean Up Your Inbox Act!

52

Industry Showcase Telecommunications

54

ISV Partner Solution Showcase Sierra Workforce Solutions

56

Chapter Sponsor Showcase

MICROSOFT DYNAMICS GP 2016 ADVICE FROM YOUR

PEERS

Advertiser Index ACOM Solutions, Inc. . . . . . . . . . . . . . . 2 Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 17 BatchMaster Software, Inc. . . . . . . . . 41 Business Computers (Time Matrix) . . . 19 Corporate Renaissance Group . . . . . . 6 GPUG Amplify. . . . . . . . . . . . . . . . . . . . 9 GPUG Chapter Sponsors . . . . . . . . . . 57 GPUG reIMAGINE. . . . . . . . . . . . . . . . 55 GPUG Summit . . . . . . . . . . . . . . . . 13,53 Greenshades . . . . . . . . . . . . . . . . . . . . 4 ImageTag. . . . . . . . . . . . . . . . . . . . . . . 45 Integrity Data . . . . . . . . . . . . . . . . . . . 23 k-eCommerce . . . . . . . . . . . . . . . . . . . 15 KTL Solutions, Inc. . . . . . . . . . . . . . . . 26 Mekorma . . . . . . . . . . . . . . . . . . . . 38-39 MetaViewer from Metafile . . . . . . . . . 76 Nodus Technologies, Inc . . . . . . . . . . 34 Thomson Reuters . . . . . . . . . . . . . . . . 58

Tips & Tricks How to Bring in Open AP/AR/Inventory It’s Almost Here: Microsoft Dynamics GP 2016 GPUG Community Shares Best Professional Advice

Tips & Tricks Microsoft Dynamics GP 2013 R2 – Document Attachment

Special Interest Groups Common Interests and Common Goals

Q2 2016 | 3

Eligibility

Intergration People ACA Online Solutions Home Events Employee Motivate

LifeHealth Children

Module

Dental

You

Cloud

Portal

Insurance Encourage Enroll RetirementTrust Simple Holiday Management

QLE

1095-C Plan

Elections

Married Spouse

Waive

Quick

Dependents

Happy Security Family 401k Benefits

Work Time Self Care

Me

Vacation

Affordable

Easy

Fitness

Streamline

Compliance

Pay

Benefits Let us streamline your business with our benefits enrollment and self-service solutions for Microsoft Dynamics.

GREENSHADES LET US HANDLE THAT

sales@greenshades.com

888-255-3815

www.greenshades.com

G U PU P GP G U G P G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G G UG UG PU PU GP GP G G PU P G G G U U G G U PU GP GP G G G G G G U U P P G G G U PU GP GP G G G G UG UG PU U G G P G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G PU GP G G G G G UG UG PU PU GP G UG PU PU P GP G G G G U U G G P PU GP G G G G G UG UG PU PU U P P G G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G PU P G G G U U G G U PU GP GP G G G G G G G G UG UG PU PU GP G PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G U P GP G G G G UG U PU

letter

Goingfrom to the the Next Level... gpug chairman Sherry Linares

Taking It to the Next Level

Aaron Back

elcome to the Q2 issue of GPUG® Magazine! The theme for this issue is professional development. BusinessDictionary.com defines professional development as the: “Process of improving and increasing capabilities of staff through access to education and training opportunities in the workplace, through outside organization, or through watching others perform the job. Professional development helps build and maintain morale of staff members, and is thought to attract higher quality staff to an organization.”

In a nutshell, professional development is about getting better at what we do as well as increasing what we know. This makes us better employees, leaders, and co-workers. Many of the skills that we hone and develop carry into our personal lives and make us better communicators and listeners. It’s a win-win.

And yet, there are only so many hours in a day. How do you balance work goals with time needed for professional development? Does your employer value professional development and encourage you to pursue certification? How do you find out what’s available? How does volunteering fit into professional development?

This issue of GPUG shares how some organizations approach professional development.

Perhaps your organization has an internal system for you to take courses at your own pace. Or perhaps there’s a very clear career path, and you know the additional certification or skills you need to be considered for the next step up. Every organization has its own culture to support the needs of its team.

Another way to grow professionally is by volunteering. GPUG is a great example of volunteerism at its best. Serving as chapter volunteers, GPUG Summit presenters, magazine contributors, and webinar presenters are all opportunities to hone organizational, leadership, writing, and speaking skills.

The following pages are filled with insightful feature articles that focus on Members just like you. Read on and learn more about effectively managing your day (especially your inbox), Solution Showcases, chapter happenings, and some of the exciting features of Microsoft Dynamics GP 2016.

All these areas support professional development and will help you learn new things, connect with others, and fuel the passion that comes with being part of a great, energized community like GPUG. Best regards,

W

Aaron Back Chairman, GPUG Advisory Committee

Q2 2016 | 5

™

G U U P P G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G G P G G U U P G UG PU PU GP GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G G U PU GP GP G G G G UG UG PU G G UG U PU P GP G G G G PU P G G G G U G U G PU PU G UG PU PU GP GP G G G G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G G UG UG PU PU GP GP G G PU P G G G U U G G U PU GP GP G G G G G G U U P P G G G U PU GP GP G G G G UG UG PU U G G P G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G G G U G P G UG U PU P GP G G G

events sessions meetings courses

The Learn & Engage section on www.gpug.com and the weekly GPUG® Event Guide are your best sources for the latest GPUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting GPUG event.

GPUG Amplify hosted by GPUG May 23-25 | Anaheim, CA www.gpugamplify.com

GPUG Academy Pre-Conference Training October 10-11 | Tampa, Florida www.gpugsummit.com/event/academy-training

GPUG Summit 2016 October 11-14 | Tampa, Florida www.gpugsummit.com

Academy Courses April 14 Human Resources: Let’s Learn It Together!

April 21 HR Reporting with SmartLists & Microsoft Dynamics

May 17 Missouri | St. Louis May 17 Alabama May 17 Minnesota | Minneapolis/St Paul May 17 Colorado | Denver May 18 Wisconsin May 18 Iowa | Des Moines May 18 Oregon | Portland May 19 Canada | Toronto, ON May 19 California | Irvine/Orange County May 19 Arizona | Phoenix May 19 Arizona |Tucson May 25 New York | New York City June 8 Florida | Fort Lauderdale/Miami June 9 New York | Albany June 15 North Carolina | Charlotte June 15 Massachusetts | Boston June 24 Michigan | Detroit

GP HR Reports

April 21 Reporting 101 in Microsoft Dynamics GP – Report Options, SmartLists, and More!

April 28 Intro to SQL for Accountants & Non-DBAs May 5 Reporting 201 in Microsoft Dynamics GP – SmartList Builder and Microsoft Excel Report Builder June 9 Microsoft Dynamics GP Administration Made Easy: Life Support for the Microsoft Dynamics GP Admin June 16 Get Benefits Rolling in HR for the ACA and More!

June 16 Reporting 201 in Microsoft Dynamics GP – SmartList Builder and Microsoft Excel Report Builder June 30 Intro to SQL for Accountants & Non-DBAs

Chapter Meetings April 27 New York | Rochester May 12 Tennessee | Nashville May 16 Indiana | Indianapolis

Webinars April 12 GPUG Summit Top 10: Making the Most of Your System and Your Team

April 12 Ask the All Stars, hosted by Mark Polino April 14 GPUG Summit Top 10: A High-Level Overview of Financial Reporting with Management Reporter

April 19 GPUG Partner Membership Benefits April 20 HR/PR SIG: Top 15 Features I Love in HR April 26 Upgrade SIG: How to Prepare for an Upgrade May 18 HR/PR SIG: Not Running Payroll in Microsoft Dynamics GP? May 19 GPUG Membership Benefits Overview and Orientation June 13 Certifications from the Association of Microsoft Dynamics Professionals

June 15 HR/PR SIG: What’s New in Microsoft Dynamics GP 2016 HRP?

June 21 GPUG Partner Membership Benefits

Check out the event calendar on www.gpug.com and click on “Learn & Engage.”

Q2 2016 | 7

U G P G G G G G G UG UG PU PU GP G PU P G G U PU P GP G G G G UG G U G G P PU GP G G G G UG UG PU PU G UG PU PU GP GP G G G G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP G P G UG PU PU GP GP G G G G UG U G G P G P G G G G U G U G PU PU G G UG PU PU GP GP G G G G U G U P P G G G G U PU GP GP G G G G UG UG PU U G G P G G G G UG UG PU PU GP GP G G P U U P P G G G G UG UG G G U U P P G G U PU GP G G G G G G UG PU PU GP G U PU P P G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G G P G G U U G UG PU PU GP GP G G G G G G G G UG UG PU PU GP G PU P G G U P P G G G G U G G G G U U P P G G G G

U

peers meet your gpug peers

We reached out to a few User Members to find out what they enjoy most about volunteering for GPUG® activities. Here’s what they had to say.

Andrew Ells COMPANY Fitness EM LLC TITLE Senior Finance Manager

Meeting other Users and learning how they use Microsoft Dynamics GP. I have found that being able to network and build relationships within the Microsoft Dynamics GP community has enabled me to get a better understanding of how I can better use the software. It also allows me to ask “what do other people do…” when I am experiencing an issue.

Jackie C. Yip COMPANY Kent Regional Fire Authority TITLE Senior Systems Analyst / Microsoft Dynamics GP Administrator

I love being able to help people and fellow peers! I also enjoy the camaraderie, collaboration, and learning from each other. I learn so much from the GPUG and Microsoft conferences; I like the opportunities to share with others. Not everyone is fortunate to be able to attend conferences. I can bring to my organization, as well as the local chapter, knowledge, networking opportunities, top webinars, top tricks, and issue resolutions. It has been a growing and enriching experience!

Margo Call COMPANY NueHealth, LLC TITLE Great Plains Administrator

8 | GPUG Magazine

I enjoy the networking and learning from my fellow Microsoft Dynamics GP Users. I have learned so much since joining GPUG that has helped myself and my company improve processing.

Register Today!

roadmap to innovation

gpugamplify.com

One event dedicated to the thriving Microsoft DynamicsÂŽ GP EndUser Community to include:

‡ '\QDPLFV *3 6HVVLRQV OHG E\ 0LFURVRIW ‡ '\QDPLFV *3 5RDGPDS 6HVVLRQV OHG E\ 0LFURVRIW ‡ 8VHU OHG (GXFDWLRQDO &RQWHQW OHG E\ *38* PHPEHUV ‡ )RUXP IRU GLDORJ ZLWK 0LFURVRIW DQG 3DUWQHUV ‡ 3UH &RQIHUHQFH *38* $FDGHP\ &RXUVHV ‡ '\QDPLFV3UR &HUWLÀ FDWLRQV

May 23–25, 2016 | Anaheim, CA | www.gpugamplify.com

G U PU P GP G U G P G G G G U G G G G UG UG PU PU GP GP PU P G G G G U U G P U G P G G G G UG UG PU PU GP GP G G PU P G G G U U P G G P G U U P P G G G G G G G G UG UG PU PU GP GP G P G UG PU PU GP GP G G G G UG U G G P G PU GP G G G G UG UG PU PU G G G U PU P GP G G G G U G P U G P G G G U PU GP GP G G G G UG UG PU U G G P G G G G UG UG PU PU GP GP G U PU P GP G G G G UG UG G G U U P P G G PU GP G G G G G UG UG PU PU GP G UG PU PU P GP G G G G U U G G P PU GP G G G G G UG UG PU PU U P P G G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G G P G G U U G UG PU PU GP GP G G G G G G G G UG UG PU PU GP G PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G U P GP G G G G UG U PU

news c h a p t e r

ne w s

Up-and-Coming Chapter

DALLAS/ FORT WORTH Chapter Leader Seth Grossman Vice President of Finance Nation’s Best Sports

GPUG® community, we have a relaunched chapter!

The Dallas/Fort Worth chapter, under the leadership of Seth Grossman, kicked off 2016 with 31 attendees at their official relaunch meeting in January.

“There was such great energy and excitement about our chapter’s reinvigoration,” says Seth. “We have about 45 GPUG Members in this

Chapter

HIGHLIGHTS 10 | GPUG Magazine

area, and we have some Members interested in volunteering as well as hosting future events.”

One of those volunteers, Raising Cane’s®, a popular quickserve fried chicken restaurant, will host the next meeting, including a facility tour and maybe a sampling from their menu.

» One of our four relaunched chapters this year!

(And on that vein…the other relaunchees are: Colorado (Denver), Oregon (Portland), and California (San Francisco). Welcome back, chapters!)

G U PU P GP G U G P G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G G UG UG PU PU GP GP G G PU P G G G U U G G U PU GP GP G G G G G G U U P P G G G U PU GP GP G G G G UG UG PU U G G P G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G PU GP G G G G G UG UG PU PU GP G UG PU PU P GP G G G G U U G G P PU GP G G G G G UG UG PU PU U P P G G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G PU P G G G U U G G U PU GP GP G G G G G G G G UG UG PU PU GP G PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G U P GP G G G G UG U PU

news c h a p t e r

ne w s

Chapter Leader of the Quarter

SAMANTHA MEIER Iowa – Des Moines Accounts Payable Manager Affiliates Management Company

The Iowa – Des Moines chapter is off to a great start, celebrating with 22 GPUG Members present at their January meeting.

“I really enjoy working and networking with people who I would normally not get the opportunity to interact with in my day-to-day business life,” says Samantha Meier, chapter leader. “It’s always fun to meet new people and see how they handle different situations, including what tips and tricks they have learned about Microsoft

Dynamics GP that I haven’t yet learned.”

Samantha has the rest of 2016 on the calendar for her chapter: May 18, September 21, and December 15, and the group will alternate between locations of the Des Moines Microsoft building and Samantha’s worksite. The topics are still getting nailed down, so be sure to reach out to Samantha if Iowa – Des Moines is your home chapter.

» That first meeting netted two more people for the chapter’s leadership team – thanks in advance for your service!

» Two Partner organizations really stepped up for that first meeting to provide content and rally attendees – thank you to them for their commitment!

Chapter

HIGHLIGHTS

Q2 2016 | 11

G U G P G P G G G G UG UG PU PU GP G UG PU PU GP GP G G G G G G G G UG UG PU PU GP GP G P G UG PU PU GP GP G G G G UG G G G UG U PU P GP G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G G U PU GP GP G G G G UG UG PU G G UG U PU P GP G G G PU GP G G G G UG UG PU PU G UG PU PU GP GP G G G G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP G P G UG PU PU GP GP G G G G UG U G G P G P G G G G U G U G PU PU G G UG PU PU GP GP G G G G U G P U G P G G G U PU GP GP G G G G UG UG PU U G G P G G G G UG UG PU PU GP GP G U PU P GP G G G G UG UG G G U U P P G G PU GP G G G G G UG UG PU PU GP G UG PU PU P GP G G G G U U G G P PU GP G G G G G UG UG PU PU U P P G G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G G P G G U U G UG PU PU GP GP G G G G G G G G UG UG PU PU GP G PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G U PU GP GP G G G G UG UG PU G G UG U PU P GP G G G G PU P G G G G U G U G PU PU G UG PU PU GP GP G G G G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU GP GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G G UG UG PU PU GP GP G G P G G U U G P G

members welcome to our new members

Welcome to the new Members who have invested in GPUG® User and Partner membership this year! Each new Member adds value not only to their own organization, but also to the entire GPUG community as they share their knowledge and experiences.

New GPUG User Members A.P. Deauville LLC

CTM, LLC

Persolvent

Advanced Turf Solutions

Easter Seals Southeast Wisconsin

Public Welfare Foundation

Alamon Telco

FASWD LLC

R2Logistics

Alarm.com

Flat Rock Bagging

Reliant Holdings, Ltd.

Alaska Restaurant Supply, Inc.

Ford Direct, LLC

Sego Industries Inc.

ALLIED SOLUTIONS LLC

FORMA Therapeutics

SET SEG

Alta Resources

G. DeVincentis & Son Construction Co. Inc.

Southern Ionics Minerals, LLC

Gamestop, Inc.

Standard Process Inc.

Associated Grocers of Florida

GDH Consulting, Inc.

Barbershop Harmony Society

Gulick Trucking

Tampa Hillsborough Expressway Authority

Blackhawk Mining LLC

HireRight, LLC

Taylor Shellfish.com

Brightstar

Integra Realty Resources, Inc

The World Company

Bristol Global Mobility

Manning Building Supplies, Inc.

US Risk Insurance Group

Carter, Milchman and Frank, Inc.

Marymount California University

Velcor Leasing Corporation

Circadence

Meiko USA

VideoLink LLC

City of Port Alberni

NASCAR

Walnut Valley Water District

Composite Cooling Solutions

NeighborWorks Green Bay

Wesley Health Care Center, Inc.

Concrete Materials

Omni Air International

William B. Meyer, Inc.

Connections Education LLC

Oscar W. Larson Company

Winterthur Museum, Inc.

Controlemp

Ovagen Fertility

Yurok Economic Development

Correct Care Solutions, LLC

Parata Systems

County of Albemarle

Peczuh Printing Company Inc

American Association of Nurse Anesthetists

Southern Poverty Law Center

New GPUG Partner Members Avalara

Integrated Business Group, Inc.

Avastone Technologies LLC

Joyce Dale Consulting, Inc.

MSPC Certified Public Accountants and Advisors

Crestwood Associates L.L.C.

mbsPartners

Summit Group Software

Visit www.gpug.com/membership/mgam to participate in the GPUG Member Get A Member Program.

12 | GPUG Magazine

count me in.

Count On the Early Bird Discount to Save Up to $700!

REGISTER BY APRIL 28

COUNT IN. COUNT ON. Attend the premier live event featuring user-led education on how to maximize the performance of Microsoft Dynamics GP. Knowledge gained has real-life application and the potential for remarkable results.

Be empowered as a better user.

REGISTER TODAY

WWW.GPUGSUMMIT.COM

OCTOBER 11-14, 2016 | TAMPA, FL

#CountOnSummit

G G U U P P PU GP G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G PU P G G G G G U PU GP GP G G G G G U G U G PU PU P G G U P P G G G G G G G U G U G PU PU U PU GP GP G G G G G G U U P P G G G U U P G U PU GP GP G G G G U G G UG U PU P GP G PU P G G G G U G U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G G P G G

MEMBER PROFILE

f o s n a m u H MEMBER Michelle McDonald COMPANY The Annenberg Foundation JOB ROLE Director of Finance and Accounting MEMBER SINCE 2010 VOLUNTEER PROFILE Membership Committee GPUG Summit Speaker Receivable

What is the number one reason other Microsoft Dynamics GP Users should join GPUG? Access to the amazing resources on the GPUG website, specifically GPUG Collaborate, where other Users share suggestions and fixes for specific issues.

Describe a tip you received from another GPUG Member that has made your life easier: We’re looking at the revenue/expense deferral setup to handle our prepaid expenses, and we’ve reached out to others who are farther along in the A/P automation process to get their thoughts on specific vendors.

What will others in your job role gain from being a Member of GPUG? Access to the freely, openly shared experience of dozens of others in your role, some of whom have probably already encountered, addressed, and resolved a problem that you’re struggling with.

If you could have any superpower which would it be?

Read people’s thoughts (to help me be a better manager; sometimes I wonder what my team is REALLY thinking!).

If you could only eat one food for the rest of your life, which would it be?

Dark chocolate-covered nuts and red wine

For more information regarding membership, please visit gpug.com/join.

14 | GPUG Magazine

®

MAKE DYNAMICS SELL FOR YOU

B2C & B2B eCommerce Customer Service and Sales Rep Portal Mobile Commerce Optimized Extend Your Reach with Facebook Store, eBay and Amazon Built-in CMS and Rich Product Catalog ĬŅƚÚě ±ŸåÚØ BĜčĘĬƼ åÏƚųåÚ ±ĹÚ { F åųƋĜĀåÚ Powered by Microsoft .NET Technology

for Microsoft Dynamics™ sales@k-eCommerce.com | 1-855-k-eCommerce (532-6663)

www.k-eCommerce.com/dynamics-eCommerce

G G U U P P PU GP G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G UG UG PU P PU P G G U P P G G G G G G G UG UG PU PU G PU P G G G G G U PU GP GP G G G G G G UG UG PU PU P G G U P P G G G G G G G UG UG PU PU U PU GP GP G G G G G G U U P P G G G U U P G U PU GP GP G G G G U G G UG U PU P GP G PU P G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G UG UG PU P PU P G G U P P G G G G G G G UG UG PU PU G G P G G

feature

D

o you ever look at presenters at an event and think, “There is no way I could ever do that.”?

Chances are, the person at the front of the room had the same thought at some point in his/her career.

While the ultimate goal of GPUG® is to engage individuals in value-added networking and knowledge sharing, professional development along the way is a helpful, life-long benefit.

Wondering how you can start on that path? GPUG reached out to two of our active leaders, Michelle Kocher, director of operations for Delta Medical Systems, and Viola Shoell, business systems analyst at Franklin PUD, to find out how they began their journeys in personal and professional development through GPUG involvement.

“There’s a group for that?”

Neither Michelle nor Viola had any clue that a User group for Microsoft Dynamics GP existed before they stumbled on GPUG. “I learned about GPUG while I was at Convergence in 2009 and immediately saw the benefit in meeting people and figuring out all I could do on my own,” says Michelle. “My eyes were opened to other Microsoft Dynamics GP Users, and I really wanted to help out and get involved.”

Viola found out about GPUG from her organization’s Partner, who had suggested that she attend a webinar for more in-depth information on a couple of topics.

“During a payroll webinar with Terry Heley, somebody asked if there was anything we were doing that we might like to share with the rest of the group,” remarks Viola. “My answer was the use of customizing checklists for payroll and having your entire process documented in a checklist.”

It was all down – er, up – hill from there for both.

“It pays off to volunteer.”

BECOMING THE

From those slightly propped doors came a little bit of service.

For Michelle, seeking out information about field service resulted in becoming the field service expert.

“There wasn’t a lot of conversation about it, and because there wasn’t anybody, I became the resident expert…and still am,” says Michelle. “I was also involved in getting our chapter going so we could build our local network.”

PROFESSIONAL YOU WERE MEANT TO BE

16 | GPUG Magazine

“Beyond that,” Michelle continues, “I continued to dedicate time because I was getting value from the group. I was able to meet so many people, have conversations, and be invited to special sit-downs – all things that I didn’t have before GPUG. I really felt like it paid off to volunteer.”

For Viola, the networking was the hook that brought her closer to volunteering.

“There is such an incredible level of experience in this community,” Viola shares. “From beginners with wonderful unhibited ideas to old-timers who are looking for new ideas because they feel there has to be a better way. It is wonderful to be with all of those different people who want to share and have a story.”

The sharing of stories and ideas became a catalyst for Viola to want to make sure the information she was consuming and sharing was the most current.

“Knowing that I was going to be asked questions by fellow Users made me want to research and find out if I was doing things in the most efficient manner,” says Viola. “Broadening my knowledge base – as well as revisiting the things that I feel I have nailed – helps to engrain those concepts in my mind and enables me to produce a quicker answer when asked.”

“Hey, look what I did!”

In addition to having answers for fellow Users, Viola found that she was able to react more quickly in her own career.

“There are always circumstances that come about, and quite often I’m able to use what I learn in my own life,” Viola says.

Michelle experienced a similar amount of growth as she built her finance knowledge through conversations with accountants and controllers instead of a traditional accounting curriculum.

“I could have continued doing my job the way I did, but with these new experiences and conversations, I was able to come back to my boss and show him cooler, new reports and dashboards,” says Michelle.

“That showed that I could now understand our operations and data better than anyone else, enabling me to grow into the position I’m now in.”

“I also didn’t have a fear of challenging things we were doing – or not doing,” says Michelle. “Being able to create something new and say, ‘Hey, look what I did!’ has been such a positive experience.”

with a list of questions, and bring a co-worker if you’re uncomfortable in a new setting,” says Michelle. “You’ll know what the agenda is ahead of time, so write down what you want to address or takeaway. If you put in the effort, you’re going to get something out of it.”

“Fear is a really big thing and is a limiting factor for many people,” continues Michelle. “You can show up and listen, but if you don’t actually communicate with anyone or challenge yourself, you’re limiting yourself. Learn how to do the cool things and make things better for yourself and your organization.”

Viola agrees. “Just jump in. Microsoft Dynamics GP is ever-evolving, and if we can learn to embrace change rather than fight it, it will be that much more fun and exciting,” she shares.

“Just call into a webinar and listen. Nobody says that you have to talk or ask a question. You’ll be amazed at how addictive it is. There will be questions answered that you didn’t even know you had, or were too shy or self-conscious to ask,” Viola says. “Take the time to do it. I promise your time will be very well-spent.”

GPUG

“It’s made me more confident.”

That professional development naturally spilled over into both women’s personal lives.

“I went from being very nervous and uncomfortable (at the thought of presenting), and I just don’t feel that now,” says Michelle.

“If you can’t communicate, you can’t grow.

Before I started my GPUG engagement, I was a customer service rep who managed Microsoft Dynamics GP. Now I’m the director of operations. Everybody is an expert in something, and you’re very likely better at something than somebody else in the room.

If you are willing to listen to others but also talk to others, you can gain so much.”

Viola noticed that her organizational skills improved when she became more engaged in the community.

“You can’t share on a regular basis as a presenter without being organized,” Viola shares. “All of our plates are full, but if you want to get engaged without the plate overflowing, you need to become more organized with your time. In addition to honing that skill, I’ve realized that I’m more confident the more I learn.”

“Just jump in.”

Again, you might be thinking, “There is no way I could ever do that.” Let’s get rid of that and start small.

“Sign up for a chapter meeting, come Q2 2016 | 17

t&t

TIPS & TRICKS

How to Bring In Open AP/AR/ Inventory in Microsoft Dynamics GP

by Amber Bell, Training Dynamo LLC, GPUG® Partner Member

Options Dropdown Sometimes we get stuck in our ways. Over the last 15 years I had one process to bring in open AP/AR/Inventory in Microsoft Dynamics GP, but I have found a better way. In the past I would either delete the journal entries created by the open AP/AR/Inventory transactions or (rarely) the “Post To GL” Checkbox is unchecked. Then the GL balances are typically brought in separately. However, this is my new and improved process to bring in open AP/AR/Inventory:

» Import or manually enter Open Transactions: If the client doesn’t want to figure out the Sales or Expense account, use a Suspense or “9999” type account to offset the control account. » Post in Subledger. » Post GL batch with GL posting date last date of old system. » Enter 1 journal entry to backout the balance in the control account and the offset account(s) used.

I feel this process is better because: » This will make the Reconcile Tools work better. » The SmartLists for activity for the control accounts will have ALL activity versus missing open balance transactions. » Helps with future reconciling research projects.

In addition: I have been recommending that my Microsoft Dynamics GP clients enable a setting under: Administration > Setup > Company > Company > Options to check the box called “Separate Payment Distributions”. » This setting only kicks in if AP or AR transactions are paid at the same time they are entered. » If transactions are entered and paid without this box checked, the transaction bypasses the control account (example: for AP Transactions, the Expense account is Debited and Cash is Credited). » This also helps with the reconcile issues. Along with changing to posting Open Transactions to the GL, this helps ensure that penny for penny, you can balance by Vendor or Customer ID to the Master ID in the GL Transactions. » If you check this box, the distribution will look like what’s below: It is always good to learn new ways to do simple tasks!

GPUG

Amber Bell is a Microsoft Dynamics GP implementation and training specialist with Training Dynamo LLC. You can reach out to her at Amber@trainingdynamo.com.

18 | GPUG Magazine

Q2 2016 | 19

G U PU P GP G U G P G G G G U G G G G UG UG PU PU GP GP PU P G G G G U U G P U G P G G G G UG UG PU PU GP GP G G PU P G G G U U P G G P G U U P P G G G G G G G G UG UG PU PU GP GP G P G UG PU PU GP GP G G G G UG U G G P G PU GP G G G G UG UG PU PU G G G U PU P GP G G G G U G U P P G G G G U PU GP GP G G G G UG UG PU U G G P G G G G UG UG PU PU GP GP G G P U U P P G G G G UG UG G G U U P P G G U G G PU GP G G UG PU PU GP G G UG PU PU GP GP G G G G U U G G P PU GP G G G G G UG UG PU PU U P P G G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G G P G G U U G UG PU PU GP GP G G G G G G G G UG UG PU PU GP G PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G U P GP G G G G UG U PU

learn academy corner

GP

Professional Certificate for Administrators

I

n today’s work environments, it is often difficult to keep abreast of the latest administrative releases and requirements for Microsoft Dynamics GP. The advent of the Microsoft Dynamics GP web client, the advancement of workflows, the use of Power BI, and keeping up with User security and year-end procedures can make a Microsoft Dynamics GP administrator’s head spin. It can also be very difficult for new administrators to get up to speed quickly so they can manage a safe and reliable environment. GPUG® Academy’s Professional Certificate for Administrators can provide both newer and more experienced administrators an avenue for better realizing the ins and outs of managing Microsoft Dynamics GP. According to a recent ASAE study, certificate earners or credentialed members tend to be much more active in User groups.

Additionally, they are more likely to hold leadership positions, be leaders in their profession or industry, and participate in User group activities. That is why GPUG views this program as a certificate of completion AND contribution.

The Professional Certificate for Administrators (PCAD) enables Microsoft Dynamics GP professionals to expand their skills, learn industry best practices, and manage their Microsoft Dynamics GP deployments in a professional, secure, and optimized way.

The PCAD is a program that provides: » Ongoing professional and personal development for Microsoft Dynamics GP professionals looking to better manage Microsoft Dynamics GP. » A holistic approach that encompasses not only competence with the software, but also expertise with supporting business processes and tools. » A balanced set of classes around process and technology training. » A mixture of instructional formats to fit each professional’s situation.

» A structured approach and opportunity to advance one’s capabilities.

With the PCAD, you have the opportunity to expand not only your Microsoft Dynamics GP knowledge, but also your knowledge of supporting tools, technologies, and processes. You’ll take two core classes, then choose two more classes from a wide variety of electives, with training formats to match your schedule – online, in-person, and/or instructor-led remote classes. To earn this certificate of completion and contribution, you’ll choose an activity to share your new knowledge with other Microsoft Dynamics GP Users, enabling you to contribute to the greater Microsoft Dynamics GP community.

GPUG Academy currently has four professional certificates available: Accounts Payable, Accounts Receivable, Administrators, and Business Intelligence Administrators. Visit www.gpug.com/certificates for current class listings and additional certificate information.

GPUG

GP

2 Core Classes

2 Elective Classes

Community Support Activity CERTIFIED

20 | GPUG Magazine

GPUG

N G O

B

I

Logged in to the GPUG website

Uploaded a profile picture on the website

Registered for an event (webinar, chapter meeting, Academy class) via the website

Started a discussion in the Open Forum

Added biography information to my profile OR connected with LinkedIn

Updated password in the Contact Details area of the website

Viewed or downloaded a webinar recording on the website

Submitted a support ticket via the website (not an email)

Joined a chapter community

Recommended someone else’s post

Posted in a community other than the Open Forum (chapter, SIG, conference)

Registered for a conference on the website

Marked a response to my post as Best Answer

Marked a webinar recording or other document as a favorite

Responded to someone else’s post

Wrote a blog

Added someone as a contact

Earned a Silver Contributor ribbon or higher

Connected at least one of my social media accounts in the Social Links area of my profile

Asked a question via Live Chat on one of the event sites

Read the Frequently Asked Questions page

Sent a fellow GPUG community Member a private message

Submitted a referral on the Member Get a Member page

Updated my community notification settings under My Profile > My Settings

We’re changing it up this issue with a game of bingo! Simply mark the functions you’ve participated in within the last calendar year and then send in a photo or scan of your bingo to Contests@gpug.com.

Filled out my volunteer profile

I loved the Hub!

Training tips for using Microso ft Dynamics GP.

As new Users, the biggest takeaway is that we are not alone and have the same issues that everyo ne else does.

Finding options we already have that we aren’t usin g.

Congratulations to our most recent contest winner, Steve

Burney from Correct Care Solutions, LLC! Steve found the

Hearing about ways we can make our operation more efficient by utilizing the functionality of Microsoft Dynam ics GP.

logo on page 49 of the Q1 2016 issue of GPUG® Magazine.

The overwhelming knowledge and willingness to share that knowledge by almost everyon e involved. GPUG Summit was great, everyon e involved is so committed, and I would recommend it to anyone.

Networking and learning.

Q2 2016 | 21 Q1 2016 | 49

G G U U P P PU GP G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G PU P G G G G G U PU GP GP G G G G G U G U G PU PU P G G U P P G G G G G G G U G U G PU PU U PU GP GP G G G G G G U U P P G G G U U P G U PU GP GP G G G G U G G UG U PU P GP G PU P G G G G U G U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G G P G G

MEMBER PROFILE

Academy

ATTENDEE

SPOTLIGHT ATTENDEE Rhonda Kay Runde COMPANY Explorer Pipeline Company

Why did you decide to complete the Professional Certificate programs?

To enhance my system specialization knowledge while also being able to support, guide, and develop others on my team to utilize the system more efficiently and effectively.

What were the top three things you took away from these programs? » Recognition of increased system features and capabilities.

JOB ROLE Controller

» Utilization of the system resources for in-depth problem research and resolution. » Enhanced awareness to develop knowledgebase and knowledge-sharing in areas

precluded due to segregation through the training module.

MEMBER SINCE 2013 PROFESSIONAL CERTIFICATES GPUG Professional Certificate for Accounts Payable GPUG Professional Certificate for Accounts Receivable

How much time did the programs take you to complete?

Nine months.

Would you recommend the Professional Certificate programs? What will others in your job role gain from participation?

Yes. I believe the certificate programs provide enhanced knowledge for the controller’s role that will supplement CPA financial expertise.

GP

For more information regarding Academy courses, please visit gpug.com/academy.

22 | GPUG Magazine

G G U U P P PU GP G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G UG UG PU P PU P G G U P P G G G G G G G UG UG PU PU G PU P G G G G G U PU GP GP G G G G G G UG UG PU PU P G G U P P G G G G G G G UG UG PU PU U PU GP GP G G G G G G U U P P G G G U U P G U PU GP GP G G G G U G G UG U PU P GP G PU P G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G UG UG PU P PU P G G U P P G G G G G G G UG UG PU PU G G P G G

feature

MICROSOFT DYNAMICS GP

2016

story by Tim Wappat, Canford Group, GPUG® User Member

A

buzz is building on social media, with the release of Microsoft Dynamics GP 2016 now confirmed for May 1, 2016. Let’s investigate what has provoked the enthusiasm and look at what will be released in May. The first public glimpse of the new product was in London in a demonstration by Gary Tronson, engineering manager at Microsoft. In a sneak peek, he revealed the new HTML5 web client for Microsoft Dynamics GP. Those familiar with existing versions of the solution will be aware that it can already be hosted in a web browser; however, middleware is used to achieve this. A technology called Silverlight acts as a host for the Microsoft Dynamics GP application, providing the desktop-like application experience. The use of this middleware acted as a constraint to the platforms that could support the web version of Microsoft Dynamics GP. Now out goes Silverlight and in comes native HTML5 support as with Microsoft Dynamics GP 2016, forms can render as native HTML5 web pages. The new web client makes Microsoft Dynamics GP look refreshingly tidy and sharp.

User interface rendering to HTML5 is a very significant advancement as Microsoft can now offer a full Microsoft Dynamics GP client experience on any device that supports HTML5 browsers. Indeed, that means tablets running Android, OS X, Linux, and computers with modern browsers can be used for the full use of Microsoft Dynamics GP, a User experience that feels almost as if it were an installed application. There is more as it also runs in browsers from many vendors, including Firefox, Chrome, and Edge, so long as it supports HTML5. This feature is the completion of a staged process through previous versions of Microsoft Dynamics GP web client to achieve this end goal and puts Microsoft Dynamics GP on equal footing with other browser-based ERP systems.

During the development process of the new web client, it turns out much of the pain in achieving perfect rendering in HTML5 was with silly little issues. An example of such was one-pixel misalignments between visual elements on the Microsoft Dynamics GP forms. These were misalignments that had always existed in previous versions of the traditional Microsoft Dynamics GP client; however, they were revealed when the forms rendered to HTML5. This resulted in untidy jagged layouts. These misalignments had previously never been noticed or bothered anyone. The issues were resolved by correcting the pixel accuracy in the User interface alignments on all of the many form windows in Microsoft Dynamics GP. The Microsoft Dynamics GP navigation menu moves from its traditional position along the top of

24 | GPUG Magazine

the window in the web client and is now located on the left-hand side gutter of the User interface. The infamous “hamburger icon”, three horizontal lines resembling a hamburger, now adorns the top of the menu. It is being used to collapse the Microsoft Dynamics GP navigation in order to provide more room for interaction, with key information held within the main form workspaces.

As with the existing Microsoft Dynamics GP web client, custom solutions written in Dexterity or Visual Studio add-ins will be supported. That is, so long as the developers stick to the supported visual controls and best practices as outlined in the developer documentation for current Microsoft Dynamics GP versions. A number of solutions from key ISV companies have been tested with the client and found to work with little or no updates. It is said that some of them looked even better in HTML5 than in the native client; this will be a relief and welcome news to many Microsoft Dynamics GP ISV developers.

Most functionality such as printing remains unchanged, as functions such as this sit below the presentation layer of the application and thus are unaffected by changes to the skin of the application. One final observation is that performance (keyboard responsiveness) is very good in the HTML5 web client. It is almost as good as a standard desktop client; that is great news for data entry Users.

There is no better time to consider the HTML5 client as it provides a viable, responsive alternative to Terminal Services, allowing the release of terminal server licenses or perhaps allowing the retirement of terminal service servers entirely. New controls are offered to administrators to aid in the management of HTML clients in a multi-tenant install. This will help the growing market for Microsoft Dynamics GP in the cloud.

Some time ago the Microsoft Dynamics GP team moved to an Agile software development methodology, bringing a faster cadence of software releases. The HTML5 client may be the headline feature for Microsoft Dynamics GP 2016, but there is so much more packed into this release. Let’s check out the rest, with a caveat that features are subject to review and change:

Cloud Features » HTML 5 Browser Support » Control for Managing HTML Clients

Core Enhancements Features » Purchasing Requisitions – Project Integration

Business Intelligence Features » » » » » » »

All-In-One Document Viewer for Inventory All-In-One Document Viewer for Sales Export SmartList Numbers Export/Import SmartLists Creating a SmartList from an Existing Favorite OData Support for PowerBI PowerBI Charts on GP Role Center

Ease of Use Features » » » »

Remove Inactive Payroll Pay Codes Simplify Payroll Posting Setup Create Exception Report on Budget Import Simplify Analytical Accounting User Access Settings

» HTTPS Support for Management Reporter Viewer

» Multiple Page Scanning of Documents » Default EFT File Formats for Scotia Bank

» Change Workflow Approval Conditions » Enable Credit Card Payment Type for Check Run Processing

» Increase Distribution Reference Field Size

» Named User Licensing Support for Self-Service User Type

» Document Attach for Project Expenses

It is excellent to see that the popular All-In-One Document Viewer will be rolling out to encompass the other main areas of Microsoft Dynamics GP. The purchasing viewer has been well-received in Microsoft Dynamics GP 2015 and has a significant impact on the productivity of the end User. The All-In-One viewers will be the most obvious up-front change Users will encounter after upgrade. Each viewer provides a holistic view of transactions from the respective modules for purchasing, sales, and inventory.

Power BI gets attention in Microsoft Dynamics GP 2016, with charts on the Microsoft Dynamics GP role center and support for Open Data Protocol (OData). The OData provision will expose data stored in Microsoft Dynamics GP to Power BI tools and presumably other tool sets capable of consuming OData sources. The Microsoft Power BI suite is transforming data analytics; the incorporation of OData into Microsoft Dynamics GP will promote the BI tool sets for use with Microsoft Dynamics GP. Readers can join in the pre-release excitement prior to the release of Microsoft Dynamics GP 2016 by reading the Microsoft Dynamics GP Support and Services blog that will includes a “Feature of the Week” series, covering one-by-one and in detail, the new features in Microsoft Dynamics GP 2016: https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/03/07/microsoft-dynamics-gp-2016upgrade-blog-series-schedule Also, keep an eye on the Microsoft Dynamics GP team blog for general information on Microsoft Dynamics 2016: https://community.dynamics.com/gp/b/gpteamblog GPUG Tim Wappat is a software development manager for Canford Group. Check out his Microsoft Dynamics GP blog at timwappat.info or email him at Tim@timwappat.info.

Q2 2016 | 25

DĹ?Ä?ĆŒĹ˝Ć?ŽĨƚ LJŜĂžĹ?Ä?Ć? 'W ZŽĂĚžĂƉ

+ + + +

*3 'W ĎŽĎŹĎ­ĎŻ ^WĎ­ÍŹĎŽ 'W ĎŽĎŹĎ­ĎŻ ZĎŽ Web Client Functionality

Management Tools Hosting Business Analyzer (BA) on Windows

'W ĎŽĎŹĎ­Ďą

'W ĎŽĎŹĎ­Ďą ZĎŽ

Web Client Wave Releases

GP Workspace in Office 365

Service Based Architecture (SBA)

All in One Doc Viewer

Functionality

Functionality

Functionality

AP Inv Approval

RapidStart

Requisition Management

Identity Management V2

Time Mgmt App

Identity Management V1

Workflow V2

Business Analyzer Off Domain On Azure

Workflow V1

BA on multiplatforms (Windows, Apple & Android)

Automated Provisioning for Azure Top features requested by customers

'W ώϏϭϲ Zώ

'W ώϏϭϲ Enhanced user experience for Web Client

Functionality and technology releases

Multiple browser & device support for Web Client

Top features requested by customers

Workflow enhancements Top features requested by customers Enhanced cloud deployment

This is Mary.

4HY` ULLKLK H ZJHSHISL ZVS\[PVU [OH[ ^V\SK THRL OLY ÄUHUJL department more LɉJPLU[, report HJJ\YH[LS`, and have top ZLJ\YP[` options.

After lots of searching, interviewing, & failed relationships, Mary found 2;3 :VS\[PVUZ, a total [LJOUVSVN` JVUZ\S[PUN Ă„YT KTL implemented the best solution for her, 4PJYVZVM[ +`UHTPJZ .7.

Mary even had KTL develop custom products to enhance WH`YVSS HSSV^ NYLH[LY Ă…L_PIPSP[` PU OLY :67 Z`Z[LT HUK Z[YLHTSPUL OLY (7 KH[H LU[Y` WYVJLZZ Mary is now happy and has a trusted partner. >L HYL NSHK 4HY` MV\UK 2;3 :VS\[PVUZ

Call today and be like Mary.

1.866.960.0001 ;633 -9,, www.ktlsolutions.com | sales@ktlsolutions.com

26 | GPUG Magazine

“Don’t be afraid to ask ‘why does it work that way’ when learning something new.”

“Never be afraid to fail – sometimes the first step to finding a solution is knowing what doesn’t work!”

Bert Green, Microsoft Dynamics GP developer/ administrator, Berger Transfer & Storage, Inc., Roseville, Minnesota

Jeff Dalton, corporate operations manager, The Spiratex Company, Romulus, Michigan

GPUG Community Shares

BEST PROFESSIONAL ADVICE T

“If you aren’t passionate about what you do, then do something else.”

Kathy Kim, director of finance, Donor Network of Arizona, Phoenix, Arizona

he GPUG® Open Forum is a

great place to share thoughts,

“This is something my grandpa

ask questions, and give and get

always told my dad and me: The

feedback. Recently we asked, “What is your

worst thing that’s going to happen is

best piece of professional advice? It can be

it’s not going to work. Everything can

something that was shared with you or advice

be fixed.”

you’ve given.”

Joseph Markovich, IT manager, Okaya Electric America, Valparaiso, Indiana

Here are the top responses according to what you, our GPUG Community, “liked”:

“Don’t sweat petty things. Don’t pet sweaty things.”

David Musgrave MVP, GPUG All Star, managing director, Winthrop Development Consultants, Perth, Western Australia

“Take a moment to pause before responding to anything. This applies to verbal communication or written communication. Making a conscious effort to pause allows you to fully process (and listen!) to what the person is actually saying, instead of just immediately preparing your response.”

“If you don’t enjoy waking up each morning and going to your place of employment, then you most likely are not giving it your 100%, and you should re-evaluate your career choice.”

Kristen Hosman, accounting manager, PlatinumCode, Lakeville, Minnesota

Chris Hadden, CPP, technical sales manager, Greenshades Software, Jacksonville, Florida

For a complete list of all the responses, visit www.gpug.com/advice and keep the conversations going!

Q2 2016 | 27

t&t

TIPS & TRICKS

Favorite Microsoft Excel Formulas Part 1

by Belinda Allen, Smith & Allen Consulting, Inc., GPUG® Partner Member ere are some of the formulas I use in Microsoft Excel most frequently (other than add/sum, subtract, multiply, and divide).

Please note that I currently use Office 365 Excel (the equivalent to Excel 2013 Professional Plus), and those are the depicted screenshots.

H

Lookup and Reference - Hyperlink

TEXT “mmm”

Frequently I want the result of my formula to display a portion of the date and display as text (rather than a number formatted as text).

Depending on what I am doing with the data, it is sometimes easier to have it show as text. » “mmmm” will display the entire month name (e.g. March, April, etc.) » “ddd” will display the day abbreviated (e.g. Mon, Tue, etc.) » “dddd” will display the entire day name (e.g. Monday, Tuesday, etc.) » “y” will display the last two characters of a year in text format (etc. 16 for 2016 and 17 for 2017) » “yyyy” will display the year in format using all four characters (e.g. 2016, 2017 etc.)

Some out-of-the-box Excel refreshable reports contain “drillbacks”.

(Note: eOne has a tool that allows you to create these drillbacks.) A drillback is a URL of the inquiry window that displays that record in Microsoft Dynamics GP. For this link to work, you must be logged into Microsoft Dynamics GP on the machine on which you are using this Excel report. In the above window, I have created a column that displays the Journal Entry Number (Friendly_name). By clicking on the result on a specific row, the Journal Entry window will open (based on the “Link_location”) in Microsoft Dynamics GP AND opens the Journal Entry number for that row.

I would then typically hide both columns used in the hyperlink formula to make this table easier to use.

28 | GPUG Magazine

Logical - IF

This is probably the formula I use most often with payables and sales/receivables documents. Since Microsoft Dynamics GP stores all transactions for the purchasing and sales series as positive documents and not as a net effect to a specific module (for example, a payment would show as a negative number since it reduces both payables and receivables), to have a report in Excel that nets out the module rather lists documents, we need to make some fields negative.

The IF formula allows us to do that. To make payments appear as negatives, I first ask Excel: “Is the document type a Payment?” If it is a payment, I place a “-” sign in front of the amount to make it a negative amount. If it is not, I simply enter the amount, leaving it positive.

Since both the purchasing and the sales series have three types of documents that can be negative (payment, returns, and credit memos), we’ll have to account for all three types of documents.

To do this well, “nest” IF formulas. This means we will place an IF statement inside another IF statement.

In the previous image, I start an IF statement performing a “Logical_test” to see if the Document Type is a “Credit Memo” as I did before. If it is, I make the value a negative amount. If is NOT a credit memo, rather than entering the amount again, I enter the entire IF statement, except for the “=” at the beginning that I created for the “Payment.” You would need to create a nest like this again for “Returns.” In Excel 2013, you can have up to 64 nested statements in one formula.

IMPORTANT NOTES ABOUT THIS STATEMENT This formula is looking at text, so if there are two blank spaces after the word “Payment” in your Excel table/worksheet, there must be two blank spaces in the formula. You’ll notice I have several spaces in each formula. Also, since this is text, it must have quotation marks around the text.

GPUG Belinda Allen is a Microsoft MVP and co-owner of Smith & Allen Consulting, Inc. Want to share your favorite Excel formulas with her?

Email them to Belinda@saci.com.

Q2 2016 | 29

What’s New GPUG Website ON THE

We were thrilled to roll out new features and enhancements to the GPUG® website during Q1. Released on January 26, we hope these updates have improved your User experience when visiting www.gpug.com.

Public or Member Only Webinars Something we’ve heard from the community is you’d like an easy way to see which webinars are open to everyone (public) and which ones are only available to paid GPUG Members.

We’ve added a filter on the webinars page that allows filtering in three categories: All (default view), Public, or Member Only.

Find Your Add-On Activities When you register for a conference, often times there are additional registration activities you can choose (like Pre-Conference Academy classes prior to GPUG Summit). Previously when you looked at your registration in the My Registrations area of your profile, you would not see those additional registration activities. Now when you look at your registrations, you can see those details.

Registrations for You and Your Team Many of our Member companies have asked to see all the registration activity happening for their company. This helps when determining to move from subscriber to paid Member or when looking at annual renewals. Account administrators and the primary contact will see a new button in their profile area – Company Registrations. This gives an all-up view of all registration activities for your company.

Am I Logged In? You may have noticed when registering for an event that you are sometimes prompted to log in (again), even though you can see your profile picture in the upper right of the site. We’re releasing a fix that will address this discrepancy and eliminate the need for multiple logins.

Are We There Yet? We’ve heard (and experienced) some poor performance issues when registering for events on the site – specifically the loading speed. This release includes fixes to help with the screens loading during the registration process. We will continue to improve this process with additional fixes in future 2016 releases.

Keep helping us help you by letting us know your thoughts and feedback about your experiences on www.gpug.com. We are always looking to improve the content and performance of the site and will continue to share additional updates.

GPUG 30 | GPUG Magazine

NAME THAT PHOTO

CONTEST

They’re on the move! What topic do you think these GPUG® Members were off to hear at GPUG Summit 2015?

Q1 CONTEST WINNER: Steve Burney of Correct Care Solutions, LLC “Look at this ribbon that says I’m All In!”

Simply email your submission to Captioncontest@gpug.com. The winning submission will be printed in the magazine’s next issue.

Q2 2016 | 31

G G U U P P PU GP G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G PU P G G G G G U PU GP GP G G G G G U G U G PU PU P G G U P P G G G G G G G U G U G PU PU U PU GP GP G G G G G G U U P P G G G U U P G U PU GP GP G G G G U G G UG U PU P GP G PU P G G G G U G U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G G P G G

microsoft member showcase

Chad Sogge, group program manager – SMB solutions, Microsoft Corporation FEATURE OF THE DAY One of the best ways to acclimate yourself with the new release of Microsoft Dynamics GP 2016 is to keep up with the Feature of the Day blog, published by the Microsoft Dynamics GP team on the Dynamics Community website at http://1drv. ms/1RxrUky. The team will publish a tip a day until the product is released.

32 | GPUG Magazine

G

PUG® reached out to Chad Sogge, group program manager of SMB solutions for Microsoft, to gain insight into the release of Microsoft Dynamics GP 2016, its anticipated features, and the events his team is involved in to make sure Users are up to speed with what’s available.

GPUG: You’re getting close to go-live! What’s your team up to these days?

Chad Sogge (CS): Right now we’re putting the finishing touches on the spring release, as well as writing the readiness materials so we can talk in great detail about what is new in Microsoft Dynamics GP 2016.

GPUG: Let’s talk about some of those finishing touches. What can Users expect from this latest release of Microsoft Dynamics GP? CS: There are so many great enhancements. A few examples are expanding on the All-in-One functionality to include sales and inventory views.

We’ve enhanced the workflow processes, making them more intuitive for both regular and escalated cases. We also enhanced pre-payments to include payments against tax. There are a number of features there that Users will find relevant to their role and tax needs.

One of the biggest features in Microsoft Dynamics GP 2016 is the brand new web client.

We’ve made one that works with multiple browsers – Google, Chrome, Safari, etc. – and devices,

including tablet form factors.

That’s very big news for us and makes it an even more exciting era for Microsoft Dynamics GP. GPUG: Do you consider the browser and device innovations driven by technology or Customer request?

CS: It’s both, partially technology and partially Customer-driven. Users want to have the mobile performance and retrieve their data in the office, but they want to use it on their own device.

And because of that desire and where technology is today, we can optimize screen real estate based on the User’s desired task and device. Because of this flexibility, we’re taking the opportunity to optimize for the various form factors.

GPUG: Is there a big change to the User interface between the web client and the on-premises version?

CS: There’s a slight difference between the two.

More and more Customer organizations are going to the web client for their Users, so that’s where we’re spending most of our time.

GPUG: As we talk about spring, it’s notable that the change from Convergence to Envision affects your team quite a bit. How does that event transition change what you do to share information about this new release?

CS: We’re examining our readiness plans at this moment, and we definitely want to leverage GPUG to share information as it’s a great repository of people.

We can solve today’s issues and look toward the future, figuring out what people need to do to get their business to where it needs to be.

We’re excited to see the new event, Amplify, come about for this May (23-25, in Anaheim, California). That’s an opportunity for Users to see Microsoft Dynamics GP 2016 in action and gain a greater sense of how it could benefit their organizations. We also, of course, have GPUG Summit in October, which is a great time for us to connect with Users.

GPUG: One thing that we really appreciate about having the R&D involved in GPUG Summit is the ability to see what’s coming as well as get really in the weeds about functionality.

CS: That’s what we enjoy as well. The R&D sessions are always about what’s new, and the people who are using or selling the product can tell you what’s best in today’s solution.

People who attend GPUG Summit want to best leverage what exists today and head home with tangible benefits, whether that’s through improving their implementation or an ISV solution that can help them.

That’s what I really enjoy about that event. We solve today’s issues and look towards the future, figuring out what people need to do to help move their business forward.

GPUG: Outside of face-to-face events, what other types of readiness materials will be available?

CS: We’ll host our Feature of the Day blog where we blog about a feature each day until the release of the product (see the sidebar).

We’re also looking at doing recorded and live webinars in addition to our contributions to CustomerSource and the Dynamics Community website. Many of our MVPs are also publishing great information that can be quite helpful to a User.

GPUG: Do you see yourselves also becoming more connected to Customers and Partners through social media, as it becomes more pervasive in the work scene?

CS: We’ve always prided ourselves on our connection with Partners and Customers. We have so many more tools to stay better connected, and it’s evolved the solutions we’re building. Our program managers have been able to start research with Customers and follow that through as we design and build the product, and then as we go to market, we’re able to share what we designed and built. We’re able to provide a platform that shows Users exactly what we did and create a dialogue to improve upon that for the next version.

This has taken our interaction and dialogue to a place that we always hoped for.

GPUG: What factors should Users look at as they consider an upgrade?

CS: It’s become so easy and straightforward to move from one version to the next that it should be seamless. Customers should ensure they are leveraging the functionality they want to use, and then work with their Partner for the update. It really shouldn’t take a lot of extra work.

Being on the web client makes it very natural to use the next version. Companies should examine what’s available in today’s web client and gets familiar with how it works now, then it’s a natural upgrade to Microsoft Dynamics GP 2016 when they’re ready.

GPUG: What will your team focus on after Microsoft Dynamics GP 2016 releases?

CS: Since we now look to push releases every six months, whether that’s an “R” release or a new version, we’ve already started work on the next release.

We continue to use Microsoft Connect submissions to evaluate top of mind issues for Users in the community and for Partners who are in conversations with prospective Customers.

It’s one continuous, agile process.

Q2 2016 | 33

The most successful Customers are the ones that are the most connected, going to events and having dialogue with colleagues.

GPUG: Have you been in that six-month release cadence for about three years now? How has that transition worked out for your team?

CS: It’s made us very responsive to Customer input. We’re operating in an agile fashion so as feature requests come in, we can triage them against our planned work and adjust if priorities change. This allows maximum fluidity in meeting the market demands in a very timely manner.

34 | GPUG Magazine

GPUG: Is there anything else you’d like to share with our readers?

CS: The value of this community cannot be overstated. The most successful Customers are the ones that are the most connected, going to events and having dialogue with colleagues.

Be active in this community. You’ll be able to collaborate with colleagues who can help you solve a problem, or you may provide the knowledge to make a difference in somebody else’s business.

That’s the power of community.

GPUG

5

MINUTES WITH GPUG’S VOLUNTEER OF THE QUARTER

On my desk right now…

It’s a messy desk, but I usually know where to find what I’m looking for. Of course there’s a tablet computer and three monitors; great for multitasking. Then there’s this old and almost obsolete gizmo, the telephone. Although it’s been eclipsed by the computer, it’s still the medium of choice by those pesky telemarketers, so I try to avoid answering it. There’s also an array of pictures of my family, including many of my grandchildren, who are always there to provide inspiration when needed. Lastly, there’s an analog clock with the GPUG logo on it, a gift from my friends at GPUG, reminding me that there’s always time to lend a hand to this excellent organization.

My three goals for 2016…

Do good work, play nice, and enjoy life! It seems to me that doing your best work and being a positive part of whatever you do ultimately gives one a life they will enjoy. For 2016, I’ll work harder, contribute more, and have more fun than ever before.

Jim Noblitt Senior Director, IT MorphoTrust USA, LLC

Who I’m following on social media right now…

I should list a few really smart and well-respected pop icons, but that’s just not the case. To be honest, I pretty much just follow local restaurants, wineries, and a few microbreweries. Is that bad? At least you know who to call if you’re ever in Fort Wayne and need a good restaurant recommendation.

What I do when I’m not at work…

When I’m not working, I spend quality time with family and friends. Being blessed with a great family and close friends, I’m always busy going someplace interesting or doing something really cool with some really great people.

The best advice I ever received…

My mom told me that, “anything worth doing is worth doing well”. If applied to everything in life, not just work, it can be the foundation to success and happiness. Whether it’s a technical issue I’m trying to solve or relating with other people, I try to step back and ask myself, am I doing this well, am I handling this right.

Q2 2016 | 35

Expanded Volunteer Program Brings You More Ways to

Get Engaged in GPUG

A

s a community built by Users for Users, GPUG® relies strictly on Members’ volunteer efforts to help us grow and flourish. Everyone has different reasons for volunteering, usually some combination of intrinsic and extrinsic benefits including personal and professional development, service to others, developing a deeper network within the community, and more. We are pleased to launch an expanded program to provide our growing, diverse community of volunteers with more support to get engaged by sharing their time and talents while developing personally and professionally, making a meaningful impact in the User Group community, and being recognized for their valuable efforts in helping grow quality programming and experiences across GPUG.

Your Community Needs You. It’s Easy to Get Started!

It’s simple to get involved as a volunteer with the User Group. Log into www.gpug. com/volunteer for details today! You’ll take a few minutes to review the four ways to volunteer and submit your volunteer profile, sharing how you’d like to volunteer your time, any specialty focus areas, and some general information about your expertise in Microsoft Dynamics GP. Then we will follow up with you to discuss opportunities matching your areas of interest. You’ll also be invited to join the virtual GPUG volunteer community, where you’ll learn about new opportunities, network, and access training and development resources.

4 WAYS TO VOLUNTEER: » PRESENT virtually in webinars or in person at conferences or local chapter meetings » INSTRUCT an Academy course online or at conferences » SERVE on a User Group board or committee, lead a Special Interest Group (SIG), or join a chapter leadership team » WRITE a blog, magazine article or tech tip

What’s In It for You? Givers Gain!

As a GPUG volunteer, you join an incredible network of peers and subject matter experts dedicated to helping the User Group community. Our volunteers share that through their experiences, they receive much more than they give: They are challenged, encouraged, and supported as they develop deeper product knowledge, grow their skills, and expand their personal and professional network. Take the leap: You’ll be glad you did!

As a member of the GPUG volunteer community, you’ll receive resources to connect you with opportunities of interest and develop you in your role. This will include access to the virtual volunteer community, library of training resources and events, dedicated communication and interaction with User Group team members regarding your volunteer experiences and opportunities, and more.

36 | GPUG Magazine

VOLUNTEER APPRECIATION:

Volunteer Recognition and Rewards

» First annual Volunteer Rewards to be announced at Summit 2016

In September 2015, we launched the recognition and rewards facet of the volunteer program.

Working with a group of User Group volunteers, we created a plan to recognize the vital role volunteers have in building a strong and valuable User Group community. Volunteers will receive recognition of contributions and earn points for each volunteer activity contributed to the User Group. Points accrued during each program year (Sep. 1 through Aug. 31) will go toward annual volunteer appreciation rewards, the first of which will be announced at GPUG Summit 2016 in Tampa, Florida. We are excited for this enhancement to the volunteer program, which strives to show appreciation for volunteers’ contributions and provide meaningful rewards of value. Log into www.gpug.com/volunteer for details!

» Recognition in the User Group Magazine, website, and social media » User Group apparel » Volunteer certificate/plaque » VIP experience at Summit » Discounts to User Group Academy training » And more!

Stay Tuned for Updates!

We will continue to build the GPUG volunteer program to enable Members to share their knowledge and experiences as passionate volunteer leaders who are actively supported in helping the User Group grow and flourish. This is your User Group – get involved today: visit www.gpug.com/volunteer to fill out your volunteer profile and get connected. We’ll invite you to share your experiences, and you’ll keep up to date on what’s new with the GPUG volunteer program. We look forward to involving you as a GPUG volunteer, honoring our tradition of “for Users, by Users” and helping grow quality programming and experiences across your User Group!

GPUG

Q2 2016 | 37

Multi-Batch Print & Post Stop suffering under the weight of Check Printing Day.

CPD (Check Printing Day) may be caused by a software imbalance that can be corrected by using Mekorma’s Multi-Batch Print & Post. Learn how at Mekorma.com

Print & Post ALL your AP payment batches – in ALL GP companies – with a SINGLE BUTTON.

Print and Post batches from ALL companies Choose the batches and companies, choose Print or Post, click Process.

Multi-Batch Print & Post prints each check batch and creates the EFT files for every checkbook you choose, including logging into any or all of your companies for you.

Print checks and generate EFTs

Multi-Batch Print & Post Simple but

POWERFUL.

Ask for a quick demo at www.mekorma.com.

Mu Pri lti B nt & atc Pos h t

t&t

TIPS & TRICKS

Microsoft Dynamics GP 2013 R2 Document Attachment

by Jim Bertler, Logan Consulting, GPUG® Partner Member ne of the great features in Microsoft Dynamics GP 2013 R2 is Document Attachment. Before this update, attaching documents and images required a three-step process that included scanning the document, saving it to your hard drive, and attaching it to an OLE note in a transaction. Now, this process has been streamlined with a new feature called Document Attachment.

O

INSTRUCTIONS Some of the more common areas within Microsoft Dynamics GP in which this feature can be used include items, sales transactions, human resources, and vendors. Any document file that is saved locally on a hard drive or network server can be used as an attachment. For items, a great example would be attaching a picture of an inventory item or a Microsoft Word document that provides further details

about the inventory item. For sales transactions, attaching any documentation that is relevant to a sale (e.g. a sales order form or email communication with the Customer) would be useful for salespeople to quickly find information about a Customer.

Since there is no limit to how many attachments can be attached to a card, another great use of Document Attachment would be to attach forms (e.g. W-4, I-9, direct deposit form, etc.) for new employees to their cards in Microsoft Dynamics GP. Additionally, this feature can be utilized with vendors by attaching contracts and any other related documents.

Setting up Document Attachment in Microsoft Dynamics GP is fairly basic. Go to Microsoft Dynamics GP > Tools > Setup > Company > Document Attachment Setup. The screen to the left should open.

Check the box entitled “Allow Document Attachments”. After that, you have several options to toggle and try out. Some of these options include: » Choosing a default location to look for attachments. This allows you to organize all of your Microsoft Dynamics GP attachments into one folder. » Deleting the file from the default location after attachment.

This is useful if you don’t have a need to keep a backup of the attachment or if the default location is for temporary storage. » Deciding on the maximum file size. If you have limited space on a hard drive or server, then you may want to consider assigning a maximum size. » Allowing attachments to be deleted. You should check this box if you plan on using Document Attachment as a way to keep track of historic documents and data. » Allowing attachments to flow through to documents. This box should be selected if you want, for example, an image of an inventory item to be attached to any transaction associated with that inventory item.

GPUG Jim Bertler is a principal for Logan Consulting. You can reach Jim at Jbertler@loganconsulting.com.

40 | GPUG Magazine

he GPUG® Open Forum is a great place on the GPUG website for sharing best practices, tips and tricks, and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft Dynamics GP Users.

Recently the online community reached a milestone of 20,000 posts in the discussion threads. Congratulations to the GPUG community!

Below are two recent topics that garnered much discussion. Check them out and then take a moment to share your opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).

T

42 | GPUG Magazine

P G G G G UG UG PU PU GP GP G G G G G U G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G U U G P G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G G UG U PU P GP G G G G U U P U PU GP GP G G G G UG UG PU PU GP GP G G G G G G U U P P G G G G U U P P G G G G U U P P G U PU GP GP G G G G UG UG PU PU GP GP G G G G UG U G G G U PU P GP G G G G U U P P G PU GP G G G G UG UG PU PU GP GP G G G G UG UG G UG PU PU GP GP G G G G UG UG PU PU GP G PU GP G G G G UG UG PU PU GP GP G G G G U G U PU P GP G G G G U U P P G G G G G G G UG UG PU PU GP GP G G G G UG UG PU PU PU P G G U P P G G G G U U PU P G G G G G G G G UG UG PU PU GP GP G G G G G UG PU PU GP PU P G G G U U P P G G G G U G G U PU P GP G G G G U U P P G G G G G G G UG UG PU PU GP GP G G G G UG UG PU PU PU P G G U P P G G G G U U P P G G G G G G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP PU P G G G U U P P G G G G U G G U PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G U U U PU P GP G G U G P G G G G U U P P G G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP U PU GP GP G G G G UG UG PU PU GP GP G G G G G G U U P P G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU P G U PU P GP G G G G U U P P G G G G G G G UG UG PU PU GP GP G G G G UG UG PU PU G PU P G G U P P G G G G U U P P G G G G G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G P U G

TRENDING TOPICS

SQL Discussion Regarding How to Reformat a docdate Field

Visit www.gpug.com/trend1 to view the full thread and read all comments.

Discussion to Share Tips and/or Tutorials Regarding General Journal Integration Manager

Visit www.gpug.com/trend2 to view the full thread and read all comments.

IT’S EASY TO POST A QUESTION OR A RESPONSE...

Visit www.gpug.com, log in, and click on Learn & Engage Î Open Forum. You can start a new topic or use the Search feature to join an existing discussion.

Congratulations to Brandon Holbrook of Spillman Technologies for winning the Q1 2016

Aaron Back

Word Find. Your prize is in the mail! Below are 25 words that relate to the topics and theme

Academy

®

in this issue of GPUG Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a

Amplify Best Advice

gift certificate; simply scan and email your entry to Wordfind@gpug.com.

Bingo

A C M I C H E L L E M C D O N A L D P R O F E S S

S N O I T U L O S E C R O F K R O W A R R E I S A

C H A P T E R A T T A C H M E N T S P O N S O R R

H C P C P R C R S L M I C R O S O F T D Y N A S A

P H O H A E H E N E I O N I N V E N T O R Y M E T

G A L A R T A T M N T S S M E M B E R E N U A I O

S P E D T P P B I J U E I P R M I C G R I M A G G

C T V S N A E D C I L D E R E O S N O A C M R O T

I E E O E R C O R M O N R O I F A N N D A O O L N

M R D Y S H L C O N S U R F M H R H O P T C N O E

A S D F K C E U S O E R A E C I V D A T S E B N M

N P L I A M A M O B C Y W S A D C R S N I L A H H

Y O A L Y I N E F L R A O S G O T R E I O E C C C

D N N P R J U G T I O K R I I N C L E A N T K E A

T S O M U T P G D T F A K O E I N B O X A C T T T

F O D A N T U O Y T K D F R E I M A G I N E E A T

O R C B D I N S N S R N S T M I C H E L L E L G A

S S M I E L O D E C O O O E D Y N B A M I C E O T

O A U N V B H A A R W H R C P A R T I N E R C T N

R A A M O O R H M I S R C H E G G O S N P S O A E

C R D G M N A C A D E M Y N S A R A T O G A M R M

I O V C E I T E C H N O L S R E E T N U L O V A U

M N I A M P T E L E C O M M U N I C A T I O N S C

N T C A X O B N I R U O Y P U N A E L C A C A D O

P R O F E S S I O N A L D E V E L O P M E N T E D

Chad Sogge Change Chapter Sponsors Clean Up Your Inbox Act Document Attachment Inventory Jim Noblitt Members Michelle McDonald Microsoft Dynamics GP Partners Professional Development reIMAGINE Rhonda Kay Runde Saratoga Technologies Sierra Workforce Solutions Summit Telecommunications Users Volunteers

Q2 2016 | 43

G G U U P PU GP G G G G UG G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G PU P G G G G G U PU GP GP G G G G G U G U G PU PU P G G U P P G G G G G G G U G U G PU PU U PU GP GP G G G G G G U U P P G G G U U P G U PU GP GP G G G G U G G UG U PU P GP G PU P G G G G U G U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G G P G G

VAR Partner Solution Showcase

TM

WHITNEY DILLARD

MICHAEL MOODY

COMPANY Saratoga Technologies INTERVIEWEES Whitney Dillard, CFO, and Michael Moody, Business Solutions Manager WEBSITE www.saratogaus.com PHONE 423-282-4220 HEADQUARTERS Johnson City, Tennessee INTERESTING FACT Saratoga has acquired 25 companies over the past 15 years.

VAR PARTNER MEMBER SINCE 2011

44 | GPUG Magazine

GPUG: Tell us more about Saratoga Technologies.

Whitney Dillard (WD): We’ve been in business since 2001 and were initially a subsidiary of Saratoga Software located in Cape Town, South Africa. We have offices in Tennessee and Virginia, and in our 15 years of business, we have acquired many different divisions that include networking, printing, Internet, telecommunications, business solutions, and copier companies.

Michael Moody (MM): Our business solutions division is based out of our Tennessee office, and we provide Microsoft Dynamics GP and Microsoft Dynamics CRM as well as other solutions such as Microsoft SharePoint.

WD: Saratoga is also a great place to work. We adapt very well to change and are always looking for what’s coming up in the market. After 25 acquisitions, we are accustomed to adjusting to new Customers and new employees. The company is built on a solid foundation of core values, and we pass that along to our Customers as their trusted business advisor.

GPUG: Is there a story behind the name?

WD: We get asked that a lot, and there are a few stories – or maybe even rumors – floating around.

The latest one is that the founders spun a globe and stopped it with their finger. Saratoga was the city they landed on.

GPUG: That’s one way to make a decision! What kind of companies do you serve?

MM: Mostly small to mid-sized businesses with five to 50 employees. The nature of our offerings makes us a one-stop shop of sorts for these type of companies. We don’t just support software; we maintain printers, hardware, servers, and telecommunications, and we have the ability and expertise to take care of all their software needs like an outsourced IT department. With that said, we work in several areas such as medical groups,

gas utilities, entertainment agencies, restaurant franchises, and manufacturing.

GPUG: What sets you apart from other Microsoft Dynamics GP VARs? WD: We are our own Customer. That is, we run our business with Microsoft Dynamics GP and Microsoft Dynamics CRM using web services along with a number of different third-party add-ons, including Mekorma, EthoSeries, eOne, Rockton, and Experlogix. Customizing our own solution helps us better serve our Customers.

MM: We also know the value of not reinventing the wheel and the importance of leveraging what others have created to save our Customers time and money.

GPUG: There are so many third-party providers.

How do you decide which to use?

MM: We are big fans of The List, found in the back of GPUG Magazine, and have found those included there to be ISVs with a good reputation.

We can also see if they’re certified for Microsoft Dynamics GP. WD: Yes, we use The List a lot and leverage that to evaluate providers.

GPUG: Do you create customized solutions in addition to leveraging outside third-party providers?

MM: Yes, we’ve developed a web app known as MobileTech for field service providers to use on service calls. Users can see and enter notes or submit tickets via this web interface, and it all integrates with Microsoft Dynamics GP. It’s tailored to their specific job in the field so they don’t need to be specially trained on Microsoft Dynamics GP. WD: We also have another tool, MeterMaid, that enhances the contract module. It takes the readings posted into Microsoft Dynamics GP

“WM Coffman has been doing business with Saratoga Technologies for 12 years. During our business relationship, we have utilized Saratoga for services including support, software upgrades, network hardware configuration and installation, program customization, and development of an e-commerce site connected to Microsoft Dynamics GP. WM Coffman has always found Saratoga Technologies to be very professional, knowledgeable, extremely adept in Microsoft Dynamics GP, and very successful in developing custom software and e-commerce systems that integrate with Microsoft Dynamics GP. WM Coffman considers Saratoga Technologies a very valuable extension of our company team and an indispensable systems Partner.”

Kay Yonts, CFO / SVP of Finance and IT, WM Coffman

and generates the invoices based on allowances and timeframe. It’s otherwise a manual process in out-of-the-box Microsoft Dynamics GP, and this helps to streamline contracting and invoicing a bit.

GPUG: What’s a good example of how you recently provided value to a Customer?

MM: We recently helped a manufacturer set up an e-commerce store that helped automate and integrate Customer interactions with Microsoft Dynamics GP. Instead of representatives spending time and resources answering phone calls, the Customer can now access the e-commerce store on their own to see up-to-date information on current inventory levels, order tracking and history, and more.

GPUG: How does Saratoga focus internally on professional development?

WD: We leverage GPUG for a lot of training and gain a lot from Summit as well as the daily email recaps and recorded webinars. We attend GPUG Summit more on a User side than a Partner side, sending two or three people to learn best practices while there.

GPUG: What do you like most about GPUG? WD: It’s hard to pick just one thing, but I personally enjoy the daily emails that come through. I can just skim through them to see if something applies to our business and forward it on to my peers if we want to look deeper. GPUG makes it possible to take a quick few minutes to learn.

MM: I love that our non-technical Users now have ideas for improvements and feel confident enough to approach IT with the right questions so the technical folks can then investigate the issue directly. GPUG has given us the resources to make changes where they’re most needed.

GPUG Q2 2016 | 45

G U U P P G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU GP GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G G U PU GP GP G G G G UG UG PU G G UG U PU P GP G G G PU GP G G G G UG UG PU PU G UG PU PU GP GP G G G G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP G P G UG PU PU GP GP G G G G UG U G G P G P G G G G U G U G PU PU G G UG PU PU GP GP G G G G U G P U G P G G G U PU GP GP G G G G UG UG PU U G G P G G G G UG UG PU PU GP GP G U PU P GP G G G G UG UG G G U U P P G G PU GP G G G G G UG UG PU PU GP G UG PU PU P GP G G G G U U G G P PU GP G G G G G UG UG PU PU U P P G G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G G P G G U U G UG PU PU GP GP G G G G G G G G UG UG PU PU GP G PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G U PU GP GP G G G G UG UG PU G G UG U PU P GP G G G G PU P G G G G U G U G PU PU G UG PU PU GP GP G G G G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU GP GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G U PU GP GP G G G G UG UG G G U U P P G G G G G G UG UG PU PU GP G P G

viewpoint f r o m

D

46 | GPUG Magazine

t h e

f r o n t

l i n e

CHANGE what does it mean to you?

story by GG Rowe, Planar, a Leyard company, User Member

oes change bring fear of the unknown – or is it an exciting challenge that you want to be in on, or do you feel something in between: Apprehension, but you’re willing to give it some attention? Thoughts like this swirl in everyone’s minds whenever a new project, system implementation, or company change is in the works. I’ve seen too much of this in my years as a project manager, especially when implementing a new application that has broad reaches into the company. People are wondering about what processes will change, whether their jobs will be affected or possibly even eliminated, or whether there will be no affect to their jobs at all. There is talk in the hallways – guessing, wondering, pre-supposing…etc.

From my perspective as a project manager, change management is something that should be top of mind when a new project or initiative is being discussed. It should be tackled proactively. Change should be considered just as important as gathering requirements. Without buy-in and adoption, there is NO project – at least not a successful one!

In the planning phase, consider the change it will have to the organization. Will it just affect one department, or are there cross-functional impacts? Talking it over with HR may be helpful as they may see a human component that you may not have recognized. Here are some important items to include:

» Create a project steering committee – Included should be your key sponsor who is funding the effort along with other affected department managers. For an ERP implementation, this is typically toplevel management. On smaller efforts, it might be middle management or a specific department head. This group should be able to provide insight on their organization and attitude toward any perceived changes. » Build a communication plan – Define a schedule of when to communicate and what the content of each message should be. It may start fairly high-level and then get more specific as the project progresses. » Develop a strong core team – Sometimes your loudest naysayer can be your best advocate and team member! The core team is an important component of a project. Select the right people to work on the project – ones that are open to change, willing to experiment, can think outside of the box.

This team will help define the processes and ensure that what is important remains and that what can be changed to fit the system is indeed changed. They will become your best communicators for the project and for any changes that will be implemented.

During project execution, it is important to have periodic communications. Consider brown bag events to respond to open questions and answers. Focus group meetings is another idea for getting in front of a particular group that is thought to be impacted or has concerns. Whatever avenues are chosen, concerns can be aired and hopefully any issues can be alleviated before they become problems and a roadblock to success. At a minimum, this provides opportunities for people to voice their thoughts. Two key factors here are LISTENING and following through! Every project team member should be actively listening to conversations around them. And then they should be making sure there is a communication feedback loop. This can be difficult since you may hear things you didn’t want to know, but it is best to be open, honest, and tackle them head on. Even saying, “I don’t know right now” or, “I’ll have to get back to you” is better than no response. Provide an opportunity for people to get involved, if possible. Maybe they will volunteer to be a tester!

At project roll-out, be sure to have adequate training and documentation coverage. One area easily missed is training for the casual or inquiry Users. These people are important for adoption since they are typically your data analysts that need to understand the information to make recommendations and decisions. Here’s an idea from a past project: Have the core team wear team shirts and roam around so that they can be easily spotted to answer questions and resolve any start-up questions. A daily stand-up at the beginning or end of the day to review issues is a good way to ensure nothing is dropped, and it keeps the core team in sync with issues. This is especially important if you have multiple regions affected.

Each steering committee member should have the project regularly on their staff meeting agenda as well as in 1:1 discussions. Conveying status, impact, and implications is important as well as showing management involvement, support, and buy-in. For an ERP project, it should also be a topic for executive staff so that an overall understanding of the effect on the company as a whole as well as the cross-functional concerns and issues are discussed. The management team will need to help make decisions to resolve issues related to resources, priorities, and cross-functional impacts. A key factor here is SUPPORT! In summary, embrace change – life never stands still. And again, coming from a project manager, it is always about change!

GPUG GG Rowe is the IT applications manager and project manager for Planar, a Leyard company.

Want to talk about what change means to you? Contact GG at Gg.rowe@planar.com.

Q2 2016 | 47

G G U U P P PU GP G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G UG UG PU P PU P G G U P P G G G G G G G UG UG PU PU G PU P G G G G G U PU GP GP G G G G G G UG UG PU PU P G G U P P G G G G G G G UG UG PU PU U PU GP GP G G G G G G U U P P G G G U U P G U PU GP GP G G G G U G G UG U PU P GP G PU P G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G UG UG PU P PU P G G U P P G G G G G G G UG UG PU PU G G P G G

feature

SP ECI AL CO M

S P U O R S G L I N MO T A T S E E R N IN GO N O TE M R ESTS A N D COM

G

PUG® Special Interest Groups (SIGs) are where Microsoft Dynamics GP Users who share a common role or interest, or who work in a similar industry, gather virtually to swap ideas, information, and experiences. A SIG is your own personal knowledge base where you can tap into the collective wisdom of other Microsoft Dynamics GP Users.

Participating in a SIG online community or attending a SIG webinar will help you: » Discover new and new-to-you product features » Hear what’s working (and what isn’t) from real Microsoft Dynamics GP Users » Get answers to your questions from others who walk in your shoes » Hone your Microsoft Dynamics GP skills » Uncover new ideas and processes Check out the list of GPUG SIGs on the next page or online at www.gpug.com/engage/sig.

48 | GPUG Magazine

SIG – Database Administrators Like to crawl into databases? This is the SIG for you! Here you’ll connect with other DBAs to ask questions, share experiences, and learn more about tools and tips.

SIG – Developers Connect, share, and discuss with other Microsoft Dynamics GP Users in development roles.

SIG – Distribution/Manufacturing If you deal with inventory, you need to belong to the Distribution/Manufacturing SIG. In this community, you can share best practices for managing inventory within Microsoft Dynamics GP, as well as companion products and tools.

SIG – Field Service Connect, share, and discuss important topics with other Microsoft Dynamics GP Field Service Users.

SIG – Microsoft Dynamics GP Professionals Under 35 Connect and collaborate with other Microsoft Dynamics GP professionals under the age of 35.

SIG – HR/Payroll If you use Microsoft Dynamics GP Human Resources and/or Payroll, come together with others who do as well. Terry Heley of Microsoft spearheads this SIG, sharing the latest news on these important modules.

SIG – Reporting Reporting is always a hot topic amongst GPUG Members. Participate in this community to share and learn about reporting tools and best practices.

SIG – Systems Administrators So you call yourself an administrator? GPUG has a lot of accidental and on-purpose administrators: People who have a critical role in making Microsoft Dynamics GP run smoothly. Use this community to connect with other system admins to share experiences and tales from the trenches.

SIG – Upgrading Part of maximizing the value your company gets from Microsoft Dynamics GP is staying in tune with the latest features and functions, and taking advantage of them when it makes sense for you. Participate in this SIG to stay up to date, exchange advice on outline requirements, and learn and share process suggestions so you can prepare and implement smoothly.

Visit www.gpug.com/engage/sig to join the conversation online and/or sign up for a webinar.

GPUG

Additional SIG Resources Share My Code Share your expertise with the GPUG community! If you have helpful SQL scripts, report templates, sample workflows, training documents, and/or testing scripts, please share them here!

Tech Tips Do you have a tip that will help fellow Microsoft Dynamics GP Users? Share it with the community!

Q2 2016 | 49

1

topic on

2

...with GPUG Members GPUG® reached out to Members on the GPUG Open Forum to ask about the feature they’re most looking forward to with Microsoft Dynamics GP 2016.

1

Kerry Draper Business Analyst Taos Mountain, Inc.

The most valuable feature for us is the HTML5 web client interface because we have many Users that do not have access to Internet Explorer and many others that prefer not to use it.

50 | GPUG Magazine

2

Amber Bell GP Implementation & Training Specialist Training Dynamo LLC

Power BI on the home page!! I love that this is an easier tool for financial Users to learn as they love Excel already.

GPUG

t&t

TIPS & TRICKS

Clean Up Your Inbox Act! Tips to Being More Efficient and Less Stressed About Your Inbox f you’re like many people, you may need some inspiration to clean up your inbox act! To help counter this problem with productivity, Ginny Ferguson presented a session called Inbox Overflowing? Take Back Control! based on the popular book, “The 15-Minute Inbox”.

I

This content is part of the OneSource Microsoft Tools webinar series, the goal of which is to spread education regarding Microsoft technologies to NAVUG Members.

Here’s a quick summary of this webinar; be sure to check it out at www.gpug.com/inboxcontrol.

First and foremost, identify the types of email you’re receiving: » Critical and Urgent – Needs to be addressed immediately. » Critical and Not Urgent – Helps you to advance your goals, project, or business, and/or required action is part of your job. » Not Critical and Urgent – Everything else that enters your inbox and is not critical, but carries a sense of urgency. » Not Critical and Not Urgent – Even if you don’t have to act on it, it’s still in your inbox. Delete!

Ginny urges you to think of your inbox as a busy airport terminal. You need to organize it so you can quickly process the emails and move on. Prepare your terminals and define a strategy to keep that inbox clean! » Action Today – Emails that require your action as quickly as possible. » Follow-Up – You are either waiting on someone else’s input, or you need to check progress on an action. » Read Later – Emails that don’t require action, but you do need or want to read content.

There’s nothing like a fun word equation when trying to change your email habits. Try to implement The 4+1 Action Ds strategy, and you’ll be well on your way to a cleaner inbox! » Delete It – Ask yourself, do I really need this? Is it part of my job? » Deal with It – If you can deal with it in less than two minutes, just do it immediately. When you are done with the message, put it in an ARCHIVE folder or FOLLOW-UP folder if it needs follow-up by you or delete it. » Defer It – If it will take longer than two minutes but less than one hour and is part of your job, move it to your ACTION TODAY folder. If it’s longer than an hour, plan it into your calendar. » Delegate It – If it requires another’s action, include clear instruction (what, by when, how, next action, answer to be sent, etc.) and follow-up and archive it. » Done – Keep moving when you’re processing your inbox. You can’t get distracted by links, attachments, or even new emails.

GPUG

Bonus tip from Ginny!

Schedule 30 minutes per month on filing maintenance, making sure files are still relevant. This helps a ton in easy placement of emails and access to information.

Q2 2016 | 51

industry showcase

Telecommunications Opening the Lines of Communication C

ommunication is at the heart of what telecommunication companies stand for and thrive on. Fiber optics, television, Internet, and technology integration are a few of the services these GPUG® Members offer communities, students, confinement facilities, inmates, and more.

PAY TEL COMMUNICATIONS INC. Greensboro, North Carolina Pay Tel’s mission is to provide innovative technology solutions to the confinement industry and value-added services to inmates, their families, and their friends.

MIDCONTINENT COMMUNICATIONS Minneapolis, Minnesota Since 1931, Midcontinent has focused on one thing: making sure the people on the Northern Plains aren’t left behind when it comes to the best in communications, entertainment, and other technology.

52 | GPUG Magazine

COMM-WORKS, LLC Plymouth, Minnesota Comm-Works is a single source provider for technology integration and lifecycle management services designed to meet any business need. From staging and implementation to support and distribution, Comm-Works serves the retail, banking, healthcare, government, and business service industries.

CABLE TELEVISION LABORATORIES, INC. Louisville, Colorado Cable Television Laboratories, Inc. (CableLabs) is a non-profit research and development consortium that is dedicated to creating innovative ideas that significantly impact its cable operator members’ business.

PAVLOV MEDIA Champaign, Illinois Pavlov Media is the nation’s largest private provider of Internet and video services to off-campus student housing. They’ve been building great networks since 1990 and are constantly expanding on a national fiber optic backbone that connects hundreds of MDU communities in more than 40 states.

EATEL Gonzales, Louisiana For 80 years, EATEL has been an important part of the Ascension and Livingston Parish, Louisiana communities. They built the local phone system and are still one of the most innovative communication companies in the area, providing an entire suite of services including TV, Internet, and phone, and offering one of the only 100 percent fiber-to-the-home networks in the country.

IRIDIUM COMMUNICATIONS INC. McLean, Virginia Iridium Communications Inc. is the only satellite communications company that offers truly global voice and data communications coverage. A technology innovator and market leader, Iridium, in collaboration with its vast partner network, is advancing the way global enterprises conduct daily missioncritical activities through reliable, low-latency communications services.

count me in.

Lou Spevack

Systems Accountant, American Council on Education

Counting On GPUG Summit16 This October, Microsoft Dynamics® GP Users will travel from around the world to Tampa, Florida to attend the can’t-miss annual GP conference, GPUG Summit 2016.

Over the course of three days, Dynamics GP Users will develop their role, industry, and GP version skill sets and learn real-life applications to deploy back at the office.

Lou Spevack is a Dynamics GP User and Systems Accountant for American Council on Education (ACE). ACE is the nation’s most visible and influential higher education association. ACE represents the presidents of U.S. accredited, degreegranting institutions, which include two- and four-year colleges, private and public universities, and nonprofit and for-profit entities. Spevack will be among those seeking educational experiences unparalleled in the Dynamics GP industry.

Spevack first attended GPUG Summit in 2014 and discovered that the communitydriven environment leads to a customized conference experience and year-long return on investment.

When facing an organizational challenge with Dynamics GP, ACE has sought answers and solutions on the Expo floor of GPUG

Summit. Spevack considers this compare and contrast approach to solutions during the conference a time saver. “I keep a running list of issues and challenges that I bring to the conference. I network with peers, partners, vendors, and Microsoft Dynamics Support to find solutions and new approaches for the issues on my list,” said Spevack.

What advice would you give to someone who has yet to attend GPUG Summit?

“Reserve your hotel room early and wear comfortable shoes. Come with a team because you can’t absorb everything yourself.”

The annual conference offers Dynamics GP users a dedicated and organic space to develop professionally within their roles.

With credible peer-to-peer knowledge exchange at its core, this conference provides focused learning and networking as users gain instrumental solutions for their everyday Dynamics GP challenges.

In his role at ACE, Spevack has found value in the networking opportunities available during the three-day conference. “I have presented sessions the last two years, and as a result was able to meet many of the people I talk to in GPUG’s online communities throughout the year.”

As for the GPUG Summit 2016 conference, Spevack is looking forward to seeing new features in GP 2016. Count on Spevack to be in Tampa this October!

Count in. Count On. 10.11-14.16 | www.gpugsummit.com

G G U U P P PU GP G G G G UG U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G PU P G G G G G U PU GP GP G G G G G U G U G PU PU P G G U P P G G G G G G G U G U G PU PU U PU GP GP G G G G G G U U P P G G G U U P G U PU GP GP G G G G U G G UG U PU P GP G PU P G G G G U G U G UG PU PU GP GP G PU GP G G G G UG UG P G U PU P GP G G G G G G U G U G PU P PU P G G U P P G G G G G G G U G U G PU PU G G P G G

ISV Partner Solution Showcase

COMPANY Sierra Workforce Solutions INTERVIEWEE Mike Christiansen, Owner WEBSITE www.sierraws.com PHONE 916-673-2160 EMAIL Mike@sierraws.com ESTABLISHED 1987 FUN FACT Mike is restoring his 1969 convertible Mercury Cougar and enjoys attending car shows.

ISV Partner Member Since 2012

GPUG®: How did you become owner of Sierra Workforce Solutions?

Mike Christiansen (MC): While I worked in various jobs once out of college, I always really wanted to do my own thing. I bought Sierra in 1997 and have never looked back. It’s a passion of mine to help and motivate people to work harder and be more productive. I can do that internally with my team and externally with our clients. It’s an interesting line of work to help other companies optimize their workforce.

GPUG: Has Sierra always focused on timekeeping solutions?

MC: Before I bought the company, Sierra resold accounting packages. When I came on board, we created time-keeping solutions for Microsoft Dynamics GP. GPUG: What type of solutions do you offer Microsoft Dynamics GP Users?

MC: We provide time-and-labor tracking software as well as the hardware and have recently added a human resources (HR) module to that. Simply put, we help companies with job costing, business intelligence, ACA compliance, scheduling, and workplace security. All of our solutions integrate with Microsoft Dynamics GP. We specialize in integrating data into Microsoft Dynamics GP, taking employee information from Microsoft Dynamics GP, and then integrating time data back to payroll and/or project accounting. We have options that address the need for cloud and mobile solutions. A hot topic lately has been scheduling, and we offer a range of options with flexibility for skillsets, complex labor rules, and sales volume.

GPUG: What type of companies do your solutions work well in?

MC: We have a wide range of clients. Size can vary from five employees to 5,000 employees and more, often working in multiple locations. So we have experience with SaaS and on-premises implementations with a distributed workforce.

We are a perfect fit for any company that needs

54 | GPUG Magazine

time tracking, and, really, most all industries need support in that area to show productivity and reduce costs.

For service-oriented companies, it’s especially beneficial so they can estimate jobs properly through job costing and show where they’re being profitable or where they’re losing money.

GPUG: What do your Customers like most about you and your products?

MC: We save companies a lot of time. Our solutions are tightly integrated, so it’s seamless for Users.

We pride ourselves on our Customer service and have a 93 percent retention rate year over year.

We look at ourselves as a payroll Partner, helping companies get their payroll done on time. If you think about it, it is the basis of how companies run.

Employees need to get paid and on time. There are also more and more compliance and reporting regulations around this area of business put into place by the government, such as ACA reporting, so we’ve been helping companies with that lately, too.

GPUG: What do you have coming up for Users as related to the release of Microsoft Dynamics GP 2016?

MC: We’ll keep doing what we’ve been doing. We take a lot of pride in staying on top of Microsoft Dynamics GP releases. The team is always working with our clients and prospects to add functionality to our integrations. We will continue affiliating with our main outside vendors, Olympic Systems Project Cost and KEY2ACT, formerly WennSoft, to provide tighter and more seamless integrations.

GPUG: Tell us more about those solutions. How do they extend Microsoft Dynamics GP even further?

MC: Well, at Sierra one of our overarching goals is to offer the best products for anyone tracking hourly employees and needing more enhanced job costing. Both of these solutions have a longestablished integration with Microsoft Dynamics

“Sierra is not just a timekeeping system for us; it has transformed our reporting, and it calculates benefits for us so that we can better serve our employees.”

Jean Stevens, Director of Finance and Administration for Evansville Regional Airport

GP. They allow us to serve very specific sectors of the workforce with particular employee job costing needs. KEY2ACT transfers employee, department, and position data into TimeMaster (our solution) for Microsoft Dynamics GP payroll and job/cost code data from KEY2ACT. This enhanced integration allows us to really beef up our offering to field service workers.

Integrating with Olympic Systems Project Cost allows us to offer very granular job and project costing. Olympic Systems Project Cost is a full-featured project costing and cost accounting solution

Attend the Fall’s Premier Dynamics® GP Partner Training Event “reIMAGINE provided informative sessions across sales, marketing, consulting and developer tracks.

We had access to key Microsoft and ISV resources; and last but not least we were able to reconnect with old friends and make new ones too!”

for Microsoft Dynamics GP. It meets all contract accounting requirements for government contractors. Our time-and-attendance data dovetails nicely with Olympic Project Cost, making this partnership a great match.

GPUG: What do you like most about the GPUG community?

MC: I really enjoy the networking and relationship-building in general. It’s inspirational to see how the ecosystem works together and aims to get the most out of Microsoft Dynamics GP. GPUG

Register Now!

Jeff Pfershy | The TM Group Inc.

www.reimagine2016.com

Sept 19–21, 2016 | Fargo, ND Q2 2016 | 55

CHAPTER SPONSOR

TrueCommerce

NetStandard

Chad Coffman, Director of IT and Business Systems Mitch West, Business Systems Specialist

Ken Miner, Director of Operations Erin Blair, Controller

®

As the number one distributor of bamboo products, Cali Bamboo provides high-quality, sustainable building materials that include bamboo, eucalyptus and cork flooring, recycled composite decking, plywood, fencing, and poles. The company focuses on strategic innovation in the green building space – effectively striving to offer forward-thinking, design-driven building solutions that are simultaneously eco-friendly. Cali Bamboo is now rolling its products out on a national scale and integrating them into large chains, including Lowe’s Home Improvement.

Named to the Inc. 5000 list of the Fastest-Growing Private U.S. Companies for seven years in a row, Cali Bamboo is experiencing tremendous growth at a nearly exponential rate. With that growth have come a few major growing pains, including the necessary transition from manual to automated processing. Mitch West, business systems specialist at Cali Bamboo, explains, “Before we did electronic data interchange (EDI), we were manually transferring files via FTP and simply couldn’t keep up with the rapid increase in transaction volume.”

This time-consuming process originally took up an entire 12-hour workday for one employee at Cali Bamboo.

In the midst of this rapid period of growth and change, Cali Bamboo brought Lowe’s on board as a customer – instantly amplifying the volume and complexity of their EDI (Lowe’s requires a large number of varying types of EDI transactions, customized to their specific environment). As Cali Bamboo considered the immediate increase in demand, they knew manual operations simply wouldn’t cut it.

After months of trying to configure a solution to Lowe’s requirements with their original EDI provider, Cali Bamboo began searching for a better alternative. This is where TrueCommerce stepped in – delivering a superior EDI integration solution in a matter of weeks that provided insight for the entire order to cash lifecycle.

“The impact has been profound,” says Chad Coffman, director of IT and business systems at Cali Bamboo. “We’re not only succeeding in transacting with Lowe’s, but we’re now also able to scale as needed, while simultaneously reducing our headcount dedicated to EDI. TrueCommerce simplifies everything down to the right questions and right approaches, enabling us to do just as much as a bigger company in a shorter time frame. This has been a huge win for a company like ours that is smaller but growing very fast.”

In addition to helping Cali Bamboo provide the requisite EDI for bigbox retailers, TrueCommerce allows them to sync their two distribution centers to alleviate the manual work involved with sending and receiving transactions across the country. “If we hadn’t found TrueCommerce, we would be adding staff like crazy just to keep up,” Mitch shares. “Our transaction volume has increased at least five times in the past year.

Other companies our size have entire teams working on EDI, and here at Cali Bamboo, it’s just me. That’s truly amazing and is a strong testament to how easy the integration is to set up.”

Automating functions with TrueCommerce has opened the door for exciting growth opportunities for Cali Bamboo. “We don’t even know our ceiling yet,” says Chad, “and thanks to TrueCommerce, we can now take on tremendous transaction volume without the growing pains.”

56 | GPUG Magazine

City Wide Maintenance is a facilities maintenance and management company in the building maintenance industry with more than 50 years’ experience managing more than 20 facility services, including janitorial services. They have more than 40 locations throughout the U.S. and have been using Microsoft Dynamics GP since 2005.

Back in those early days, City Wide made a few rookie mistakes on their approach with Microsoft Dynamics GP, then Great Plains. After 10 years of tweaking the system, they ended up with more than 200 customizations – which brought them to a screeching halt when faced with solution upgrades. Ken Miner, director of operations, says, “We finally came to a point where we were stuck and unable to upgrade at all.”

City Wide was also managing their IT network in-house. Ken shares, “We’re really great at facility management and helping our customers, but we’re not so great at network or system application and administration.” In their search for a hosting Partner they ran across NetStandard, a firm that specializes in both Microsoft Dynamics GP and Microsoft Dynamics CRM. “NetStandard really has it all. They are experts in both Microsoft Dynamics GP and Microsoft Dynamics CRM as well as Microsoft Exchange,” says Erin Blair, controller. “Having someone local that can provide hosting as well as application development and support has already made a significant difference for us.”

City Wide began working with NetStandard last August and is currently in the design phase of the implementation. They have already converted a third of their IT infrastructure over to NetStandard, which has resulted in improved end User experiences and increased uptime at each of their 40+ franchise locations. “We are highly dependent on a mobile environment,” Ken explains. “About 80 percent of our workforce spends 80 percent of their day in the field. Needless to say, mobile uptime is crucial, and NetStandard has helped greatly improve that uptime for our mobile users.”

NetStandard has also helped City Wide build and design toolsets to proactively manage their network. “Before, we were reactive in how we managed our network, and now, I don’t have to anticipate all the contingencies as we roll out each initiative,” Ken concludes. “NetStandard is a great Partner in helping us navigate the project.”

As they complete their implementation project, City Wide feels grateful to have the right resources available and a more experienced team by partnering with NetStandard.

速

Annual Sponsors

Thank You to Our Chapter Sponsors Promotional Sponsors

Paperless ERP for Microsoft Dynamics

For information regarding sponsorship opportunities, please email sponsorship@gpug.com

GPUG Member Get A Member Program SHARE the benefits of the GPUG Community with your network of contacts by referring them for membership!

It’s easy to participate:

1 2 3

Visit www.gpug.com/membership/mgam and log in Complete the form (it will only take a minute) After the organization you refer becomes a paid new Member, you choose either a $50 Amazon gift card or $50 off a GPUG Academy course

SAVE every time you make a referral that results in a new paid GPUG membership.

The more contacts you refer, the more your savings will add up!

Visit www.gpug.com/membership/mgam for complete details and to refer someone!

Ever feel like something thing is missing?

YOU NEED ALL THE PIECES WORKING G TOGETHER TO BUILD A SUPERIOR INDIRECT TAX PROCESS.

WE HAVE YOUR MISSING PIECE. EC CE. Thomson Reuters ONESOURCE™ Indirect Tax integratess w with itth Microsoft Dynamics® GP to optimize and streamline your sales urr sale es tax management process from beginning to end.

Visit us at Microsoft Envision, booth #345, to learn more. ore.

CONTACT US TODAY

1-888-885-0206 tax.thomsonreuters.com/MSDynamicsGP/ onesource.indirecttax@thomsonreuters.com

©2016 Thomson Reuters/Tax & Accounting

58 | GPUG Magazine

The List MOBILE Solutions at your fingertips

thelistmobile.com Search for the products and services you need with the Mobile version of The List!

Table of Contents Industry.......................Page 60 Horizontal....................Page 64 Services.......................Page 73

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com.

NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

INDUSTRY

Industry Apparel/Footwear

Construction

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

Automotive

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ overview.aspx • 949-583-1646 ext. 266 BatchMaster Manufacturing for Microsoft Dynamics GP Our formula based, process manufacturing application is directly embedded within MS Dynamics GP. It offers R&D Lab, Formulation, Quality, Production, Compliance, Costing, Planning, Scheduling, Warehousing, and more.

http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

Ariett http://www.ariett.com • 781-826-1120 Cloud AP Invoice, Requisition, PO, Contract & Expense Reporting Solution One spend management platform for generating savings from any device.

AssureSign LLC

Consumer Packaged Goods

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Business Systems Integrators

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software

CALUMO, Inc.

http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes

Vicinity Manufacturing http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Cross Industry Solution

Churches and Ministries BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

KEY:

Axapta

Great Plains

60 | GPUG Magazine

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Navision

Solomon

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-2015 206-256-0771 ext. 123 eRequester Industry leading web procurement, expense management, inventory & receiving, and business intelligence.

Top rated & trusted for over 16 years.

Customer Relationship Management

Retail Management System

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses.

Auto-create PO's and Sales Quotes.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

EthoTech, Inc. http://www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Greenshades Software

IPM Global Pty Ltd

AIM Computer Solutions, Inc. http://www.aimcom.com/ • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences.

Sub-contractor rates to other resellers.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Point of Sale

Horizons International Nodus Technologies, Inc.

Nodus Technologies, Inc. http://www.nodus.com/estore_ solution_stack.html • 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design.

Nodus Technologies, Inc. http://www.nodus.com/products.html 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Finance/Banking AssureSign LLC

Metafile Information Systems, Inc.

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Food and Beverage Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Food/Beverage industry.

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ overview.aspx • 949-583-1646 ext. 266 BatchMaster Manufacturing for Microsoft Dynamics GP Our formula based, process manufacturing application is directly embedded within MS Dynamics GP. It offers R&D Lab, Formulation, Quality, Production, Compliance, Costing, Planning, Scheduling, Warehousing, and more.

Business Systems Integrators

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

KEY:

Axapta

Great Plains

http://www.BusinessSysInteg.com • 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Navision

Solomon

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Vicinity Manufacturing http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

WithoutWire www.withoutwire.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

Government Contracting

IPM Global Pty Ltd http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

Customer Relationship Management

Retail Management System

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Healthcare Binary Stream http://www.binarystream.com/GP-HMM 604-522-6300 Healthcare Materials Management (HMM) Optimize materials management and streamline your consumption-based supply chain management.

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is the document management solution for Dynamics SL and GP with integrated OCR and AP workflow.

Increasing productivity-reducing paper.

The integration is the difference. Visit www.compinfo.com.

DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4HealthŽ Financial Management Software powered by Microsoft Dynamics.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Point of Sale

Q2 2016 | 61

INDUSTRY

http://www.nodus.com/epay_ advantage.html • 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

WilloWare, Inc. http://www.willoware.com • 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Paramount Technologies

INDUSTRY

http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management.

High Tech and Electronics QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Insurance AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ overview.aspx • 949-583-1646 ext. 266 BatchMaster Manufacturing for Microsoft Dynamics GP Our formula based, process manufacturing application is directly embedded within MS Dynamics GP. It offers R&D Lab, Formulation, Quality, Production, Compliance, Costing, Planning, Scheduling, Warehousing, and more.

Bond Consulting Services http://www.BondConsultingServices.com 562-988-3451 Microsoft Dynamics ERP Solutions for Manufacturing & Distribution We are a Gold ERP/Silver CRM Partner and the go-to multilingual consulting team for Process & Discrete Manufacturers and CPG and F&B Distributors from SMB to Enterprise.

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Manufacturing Resource Partners http://www.mrpconsulting.com • 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available.

Each of our consultants has 12 to 24 years of manufacturing and operations management experience.

Maintenance Management

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Manufacturing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is the document management solution for Dynamics SL and GP with integrated OCR and AP workflow.

Increasing productivity-reducing paper.

The integration is the difference. Visit www.compinfo.com.

Data Masons Software

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in both process & discrete manufacturing.

KEY:

Axapta

Great Plains

62 | GPUG Magazine

http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Navision

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Thomson Reuters http://tax.thomsonreuters.com/ DynamicsTax • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

Vicinity Manufacturing http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Solomon

Customer Relationship Management

Retail Management System

WilloWare, Inc. http://www.willoware.com • 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and sub-assemblies below the parent, schedules and releases Experlogix MO's, and receives and posts MO Receipts.

WilloWare, Inc. http://www.willoware.com • 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

WithoutWire www.withoutwire.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

Media and Entertainment Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Non-Profit Organizations AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.

Point of Sale

Professional Services

Oil and Gas Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is the document management solution for Dynamics SL and GP with integrated OCR and AP workflow.

Increasing productivity-reducing paper.

The integration is the difference. Visit www.compinfo.com.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

IPM Global Pty Ltd http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

Pharmaceuticals ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Pharmaceutical & Medical industries.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

KEY:

Axapta

Great Plains

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Property Management Binary Stream http://www.binarystream.com/GP-PM 604-522-6300 Property Management (PM) Property Management is the only fully integrated lease manager in GP. Manage your commercial, retail and large residential leases with ease.

Publishing Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Real Estate AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

Retail Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Navision

Solomon

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

Social Services BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Software

Selective Software Inc. http://www.selectivesoftware.com 421-369-0480 n Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.

Warehouse Management

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable & highly configurable WMS designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in advanced distribution solutions.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

WilloWare, Inc. http://www.willoware.com • 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags and Excel. Print tags, ensure accuracy, minimize downtime.

WithoutWire www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Customer Relationship Management

Retail Management System

Point of Sale

Q2 2016 | 63

INDUSTRY

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Transportation

Horizontal Accounting Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER. Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes.

It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.

HORIZONTAL

Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

BlackLine https://www.blackline.com/financecontrols-and-automation • 818-223-9008 NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Affordable Care Act Reporting AIM Technologies http://www.aim-technologies.com/ acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the Affordable Care Act.

Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA. KEY:

Axapta

Great Plains

64 | GPUG Magazine

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to!

Analytics

DataSelf http://www.dataself.com • 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drivetrain means SMB value out of the box.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the fly.

Sort, filter & re-order columns easily.

Sum groups of info fast.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Asset Maintenance/MRO /EAM

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Navision

Solomon

Budgeting

Automation

Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.

Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes.

It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.

Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

BlackLine https://www.blackline.com/financecontrols-and-automation • 818-223-9008 NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Barcode Data Collection Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

CALUMO, Inc. http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes Corporate Renaissance Group http://www.crgroup.com/budgeting 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intuitive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down reporting on GP transactions and eliminate Excel-based budgeting chaos.

Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Customer Relationship Management

Retail Management System

Point of Sale

Business Intelligence

Business Process Management

CALUMO, Inc. http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes.

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

deFacto Global, Inc.

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/ Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.

DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

Enliven Software http://enlivensoftware.com/Products/ Accounts-Payable • 866-439-5884 ext. 1 NEW: Fidesic AP - WebBased Invoice and Payment Approval Workflow System A powerful web-based invoice/payment approval management system designed to work specifically with Dynamics GP. Features OCR and ACH fulfillment

Halo BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

KEY:

Axapta

Great Plains

Metafile Information Systems, Inc.

Navision

Solomon

Compliance

MHC Software, Inc.

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the information within them & keeping you within compliance mandates.

http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL MICR check and forms printing software solution with automatic signatures on checks. Designed to replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Collaboration Platform

Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes.

It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Binary Stream http://www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Gain control and flexibility of your deferrals. Comply & automate revenue recognition in accordance to IFRS, FASB, GAAP standards with ARED.

Commissions

Greenshades Software

EthoTech, Inc. http://www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Flaum Technologies http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans.

Customer Relationship Management

Retail Management System

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA. Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Point of Sale

Q2 2016 | 65

HORIZONTAL

DataSelf http://www.dataself.com • 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drivetrain means SMB value out of the box.

Check Printing

Distribution

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Contract/Project Management Ariett http://www.ariett.com • 781-826-1120 Cloud Contract Management for Vendors, Capital Projects and Budgeting with Requisition/ Invoice Tracking on Any Device Manage contracts/capital projects, commitments, dates & change orders.

HORIZONTAL

Credit Card/Check Processing BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of different EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Azox CCE Secure, PA-DSS ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

KEY:

Axapta

Great Plains

66 | GPUG Magazine

Nodus Technologies, Inc. http://www.nodus.com/products.html 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Customer Relationship Management eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.

Data Integration

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

WilloWare, Inc. http://www.willoware.com • 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Document Management Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Data Management

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Corporate Renaissance Group http://www.crgroup.com/changer 613-232-4295 CRG Changer Quickly & easily change, merge & combine your codes & data in GP. Changer is trusted by thousands of organizations, supports 3rd party tables & is completely flexible - ensuring GP operates at optimum efficiency.

Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is the document management solution for Dynamics SL and GP with integrated OCR and AP workflow.

Increasing productivity-reducing paper.

The integration is the difference. Visit www.compinfo.com.

Navision

Solomon

Customer Relationship Management

Retail Management System

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Point of Sale

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser.

Retrieve related documents with a single click. Workflow & Report imaging.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Thomson Reuters http://tax.thomsonreuters.com/ DynamicsTax • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

Electronic Document Delivery (Email)/Faxing ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Integrated Document Management and Process Automation Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-EM 206-256-0771 ext. 123 eRequester | EM Use eRequester Travel & Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

EDI AIM Computer Solutions, Inc.

E-commerce

http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Clarity Ventures

Business Systems Integrators

AssureSign LLC http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce A versatile, integrated B2B, B2C and Sales Portal eCommerce solution deployed in our PCI DSS certified cloud or on premise. Built-in CMS with SEO, responsive design, multilingual/ multicurrency.

Nodus Technologies, Inc. http://www.nodus.com/estore_ solution_stack.html • 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design.

KEY:

Axapta

Great Plains

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Equipment Maintenance

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.

Electronic Signatures

http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Navision

Solomon

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Expense Solutions Ariett http://www.ariett.com • 781-826-1120 Cloud Expense Reporting Solution with Corporate Credit Cards, Travel Approval, Receipt Capture and Mileage Calculator on Any Device Empowers employees to submit expenses on the go & stay within policy.

DynamicPoint http://www.dynamicpoint.com • 844-396-7647 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

Customer Relationship Management

Retail Management System

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

Point of Sale

Q2 2016 | 67

HORIZONTAL

http://www.partnerchannelclarity.com 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCommerce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, business intelligence and comprehensive administration features.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, you’ll want to send us flowers.

Field Service Management

Fixed Assets

FieldConnect, Inc. http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.

HORIZONTAL

Shining Brow Software http://Shiningbrow.com • 414-258-3400 NEW: The Service Manager Solution for field service organizations that install, service, and maintain equipment. Track customers, equipment, contract data and service history.

Schedule work & integrate your field staff with our Mobile client.

WithoutWire www.withoutwire.com • 612-343-0404 WithoutWireTM Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect.

Financial Services

BlackLine https://www.blackline.com/financecontrols-and-automation • 818-223-9008 NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.

ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

KEY:

Axapta

Great Plains

68 | GPUG Magazine

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

Admiral Consulting Group http://www.admiral-west.com/ advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire departments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP after the initial installation.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.

HR Management

Corporate Renaissance Group http://www.employee-performance.com 877-711-0367 CRG emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX. Online performance reviews, 360° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.

Navision

Solomon

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner Trying to manage multiple companies in Dynamics GP? Easily combine company databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner.

Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to!

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Inter-company Processing

Binary Stream http://www.binarystream.com/GP-MEM 604-522-6300 Multi-Entity Management (MEM) Eliminate the need for creating manual intercompany journal entries. Operate from one database by consolidating multiple entities to one.

Customer Relationship Management

Retail Management System

Inventory Enhancement Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags and Excel. Print tags, ensure accuracy, minimize downtime.

Inventory Management ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Invoicing Enhancement AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

Binary Stream http://www.binarystream.com/GP-ARCB 604-522-6300 Advanced Recurring Contract Billing (ARCB) Automate & manage cyclical and subscription based billings with Advance Recurring Contract Billing. Maintain complete accuracy processing hundreds of thousands of invoices in minutes.

Point of Sale

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx • 844-396-7655 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item. k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition.

http://www.nodus.com/epay_ advantage.html • 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

Mobility Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Multi-Entity Management

Binary Stream http://www.binarystream.com/GP-MEM 604-522-6300 Multi-Entity Management (MEM) Operate from one database by consolidating multiple entities with Multi-Entity Management. Save time and money by updating records only once and experience truly centralized processing.

Payables Enhancement

Ariett http://www.ariett.com • 781-826-1120 Cloud AP Invoice Solution with Document Automation, Budget Checking, GL Distributions, Intercompany, Tax Allocations, Multicurrency and 1099 One-step, paperless AP processing with approval workflow, on any device.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of different EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

DynamicPoint http://www.dynamicpoint.com/ • 844-396-7654 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI. Paramount Technologies http://www.paramounttechnologies. com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Job Costing JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Manufacturing Enhancement

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ • 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

KEY:

Axapta

Great Plains

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Navision

Solomon

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for importing vendors, vouchers/credit memos, manual payments, and the apply info.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Customer Relationship Management

Retail Management System

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL MICR check and forms printing software solution with automatic signatures on checks. Designed to replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Payroll Enhancement

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

Point of Sale

Q2 2016 | 69

HORIZONTAL

Nodus Technologies, Inc.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and sub-assemblies below the parent, schedules and releases Experlogix MO's, and receives and posts MO Receipts.

BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification, capable of different EFT format for different vendors, Support JPM, Wells Fargo, European SEPA, seamless GP integration

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 PayStub Viewer A web-based app that provides employees online access to their pay stubs.

Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seamless extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline management, tax payments, and other reporting requirements.

HORIZONTAL

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to!

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

KEY:

Axapta

Great Plains

70 | GPUG Magazine

eRequester by Paperless Business Systems http://spendwise.ly/eRequestereProcurement • 206-256-0771 ext. 123 eRequester eRequester e-procurement is top rated for ease-of-use & time-to-value. Top features: Approval Workflow Engine, PO, RFQ, Punchout, Inventory, & Expense Management. Trusted for over 16 years.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Creates a seamless connection between a company’s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

Portals DynamicPoint http://www.dynamicpoint.com • 844-396-7647 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Product Lifecycle Management

DynamicPoint http://www.dynamicpoint.com • 844-396-7653 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

Navision

Solomon

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Purchase Order Processing Enhancement

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Productivity

Procurement Management Ariett http://www.ariett.com • 781-826-1120 Cloud Requisition, PO, Invoice and Contract Solution with Catalogs, cXML Punch-out and Budget Checking on Any Device Empowers employees to generate savings from any phone/tablet/laptop.

Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rockton’s quick and easy google-style data search tool.

Project Accounting Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Customer Relationship Management

Retail Management System

DynamicPoint http://www.dynamicpoint.com • 844-396-7652 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-PO 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals, POs, Punchout, budget tracking and more.

Powerful spend management tools for improving efficiency & visibility.

Point of Sale

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Quality Control

Horizons International

Receivables Enhancement Binary Stream http://www.binarystream.com/GP-ARCB 604-522-6300 Advanced Recurring Contract Billing (ARCB) Automate & manage cyclical and subscription based billings and more. ARCB supports metered, consumption, tiered pricing and min/max amounts – all at the line item level.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.

ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply.

KEY:

Axapta

Great Plains

http://www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the fly.

Sort, filter & re-order columns easily.

Sum groups of info fast.

Reconciliation Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.

Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/ Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP. KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy, you’ll want to send us flowers.

Reporting AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

Royalty

CALUMO, Inc. http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes.

Navision

Solomon

Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Customer Relationship Management

Retail Management System

EthoTech, Inc. http://www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item. increasing quote-to-order ratios.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Manage nearly every pricing situation you can think of, and a bunch you haven’t.

Point of Sale

Q2 2016 | 71

HORIZONTAL

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Nodus Technologies, Inc.

Greenshades Software

Sales Tax Data Masons Software Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Scheduled Maintenance

HORIZONTAL

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Halo BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

System Enhancement

Security KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the fly.

Sort, filter & re-order columns easily.

Sum groups of info fast.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Tax

Greenshades Software

KEY:

Axapta

Great Plains

72 | GPUG Magazine

Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Time and Attendance

Supply Chain Management http://www.Greenshades.com ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline management, tax payments, and other reporting requirements.

Navision

Solomon

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll.

JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Travel Expense Management DynamicPoint http://www.dynamicpoint.com • 844-396-7650 NEW: SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Workflow / Notifications Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more.

Customer Relationship Management

Retail Management System

Point of Sale

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

DynamicPoint http://www.dynamicpoint.com • 844-396-7648 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

Enliven Software http://enlivensoftware.com/Products/ Accounts-Payable • 866-439-5884 ext. 1 NEW: Fidesic AP - WebBased Invoice and Payment Approval Workflow System A powerful web-based invoice/payment approval management system designed to work specifically with Dynamics GP. Features OCR and ACH fulfillment

MHC Software, Inc.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

Metafile Information Systems, Inc. Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Services .NET Development

Cloud Computing

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences.

Sub-contractor rates to other resellers.

Application Service Provider/Hosting

Azure Managed Cloud Services

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™â€? Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract.

WE make YOU look like a Cloud Expert!

Axapta

Great Plains

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!

Business Portal Development DynamicPoint http://www.dynamicpoint.com • 844-396-7647 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Navision

Solomon

Data Resolution, LLC http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP & CRM cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 15 years.

Myappsanywhere http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere delivers an integrated suite of cloud-based Microsoft Dynamics and ISV applications, including 99.999% uptime, customizations and secure storage in its privately owned, SSAE 16 data center facilities.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™â€? Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract.

WE make YOU look like a Cloud Expert!

Customer Relationship Management

Retail Management System

RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the first on-demand webbased Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!

Custom Development Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate.

Point of Sale

Q2 2016 | 73

SERVICES

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/ Private/Hybrid Cloud Solutions.

Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

KEY:

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Dexterity Development DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed GP enhancements/integrations/upgrades supported by experienced Dexterity/ SQL/.NET/VB developers.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences.

Sub-contractor rates to other resellers.

HR & Payroll Implementation & Consulting Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering expert consulting, customizations, implementations and training - making your payroll system work exactly the way you want and need it to.

Implementation Services Bond Consulting Services

Tornado Marketing, Inc.

SharePoint Development

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting.

10+ years in the channel. Websites. SEO. Copywriting.

DynamicPoint http://www.dynamicpoint.com • 844-396-7647 Exclusive Source for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Managed Services

Member Organizations

RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

ERP Software Blog

Software Development Consulting

Manufacturing Implementation & Consulting

OnDemand Trials

http://www.groupbloggers.com • 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences.

Sub-contractor rates to other resellers.

Upgrades Manufacturing Resource Partners http://www.mrpconsulting.com • 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available.

Each of our consultants has 12 to 24 years of manufacturing and operations management experience.

Marketing Planning & Services

RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

Looking Glass Marketing http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

Plumbline Consulting, LLC. http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance toexpand your offerings. 25+ yrs.

InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.

Writing/Documentation Services The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Sales Tax Management Service The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

SERVICES

http://www.BondConsultingServices.com 562-988-3451 Custom ERP & CRM Solutions That Streamline Your Business Processes We provide end to end ERP/CRM solutions which includes implementation, customization, integration, training and ongoing support. We work closely with ISVs to focus on multiple industries in SMB and Enterprise.

Journyx http://www.journyx.com • 800-755-9878 NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more.

KEY:

Axapta

Great Plains

74 | GPUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Narrow Your Search for Microsoft Dynamics Add-Ons With The List: Mobile!

Visit www.thelistmobile.com on your mobile device and access an up-to-date list of Microsoft Dynamics products and services in your pocket anywhere you go.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Search by company name, keyword, or filter

by Microsoft Dynamics product line to find the products you need.

Retail Management System

Point of Sale

Q2 2016 | 75

Is your paper-based process overdue for a change?

Let MetaViewer cleanse your accounting department currently soiled with paper.

MetaViewer’s Fast Track solution will wipe away mounds of paper and quickly soothe the irritation caused by outdated paper-based transactions – Increase efficiency, eliminate errors, automate workflow, and achieve real-time visibility with full Microsoft Dynamics ERP integration. From AP to AR and HR to the CFO, everyone benefits from Paperless ERP.

Pitch The Paper Clips and get on the Fast Track with MetaViewer.

AX | GP | SL | NAV | CLOUD

Pitch The Paper Clips | www.metaviewer.com/for-Microsoft-Dynamics