Archives for February 2015

Microsoft Dynamics GP 2015: New and Improved!

Microsoft Drynams GPThe latest version of Microsoft Dynamics GP 2015 was released in December with updates that include new self-service features for employees and improved navigation for approval processes with Workflow 2.0.

Dynamics GP is already one of the most popular ERP systems available to small to medium businesses because it is powerful, flexible and easy to use and every new version improves upon the last. This latest release is the most mobile-ready, leveraging cloud technology that extends the use of Dynamics GP to a broader group within your organization.

The new self-service feature is all about autonomy for your employees. Users can manage and edit their own personal information in Dynamics GP, such as their address and phone number, emergency contact data and dependents. They can also maintain a list of any continuing education courses and tests and view their training history in the Employee Skills and Training Window.

Introduced in Dynamics GP 2013, Workflow 2.0 gets even better in Dynamics GP 2015. The improved native workflows help streamline financials, AR and AP, sales, payroll, and project expense related approvals, making it easier for the end-user to customize and accelerate business processes. Users will be able to process batches in a more streamlined fashion and have better control over the set-up and editing of vendors.

Workflow improvements also include the Human Resources Workflow Pending Approval Navigation List, a single location for managers to view and approve employee self-service changes and all assigned tasks including Employee Profile, Employee Skills, Payroll W4, Payroll Timecards, and Payroll Direct Deposit. Multiple tasks are easily reviewed and approved by managers simply by checking boxes and selecting an action.

Account User Authentication is a simple feature that improves the user experience by providing more capabilities for single sign-on. Users can now log into the Dynamics GP Web Client using the same credentials they use for Office 365, Microsoft Dynamics CRM, and many other cloud applications. The big benefit of this feature is that users only need to update their password once and the change will be applied across all of their applications.

Infor F9: Excel Based Reporting Tools for ERP Systems

Over the past two decades, we’ve seen Enterprise Resource Planning (ERP) systems mature from their origins in manufacturing to become a serious business tool for all sizes and types of companies across a range of industries. Microsoft Dynamics GP is an example of ERP that grew from of a desire to reduce dependencies on Excel spreadsheets and break down information silos. So it’s ironic that now, after having accomplished what it set out to do, ERP end-users want nothing better than to pull that data back into Excel.

It’s not really that hard to understand. The usual reason to pull data out of the system into Excel is to perform further manipulations and analysis.  If the information that is needed can be presented via the existing ERP interface and exported into the format needed for end reports, then that’s an easy solution. But if data needs to be sliced and diced and further processed, then Excel is probably the way to go.

We’ve discussed a number of Excel-based reporting tools for Microsoft Dynamics in recent months and today we add a new product to the mix. Infor’s F9 is a powerful financial reporting and analysis tool that dynamically links general ledger data to Microsoft Excel and presents a real-time view of business information with just the push of a button. No exports or manual entries are required, eliminating labor-intensive reporting and giving you more time to analyze data and focus on strategic planning.

Infor F9 Reporting Tools | Accountnet

The beauty of Infor’s product is that everything you know about spreadsheets can be applied to the reports you create using F9. F9 provides an intuitive interface so staff can learn how to use it in just a matter of hours.

Accountnet has helped a number of customers convert from Microsoft FRx to F9. F9 can do the things people like best about FRxand more. Our clients have found that F9 helps with business analysis far beyond what FRx could ever address. And most importantly, F9 uses Excel as its reporting environment and dynamically links to the live General Ledger, integrating with any accounting or ERP solution that FRx supports.

Download the datasheet, or contact us if you would like to know more about F9 or any of the other Excel-based reporting tools for MS Dynamics ERP systems