design-scalable-accounts

How to Design a Scalable Chart of Accounts

Need to design a new chart of accounts and don’t know where to start?

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  1. netsuite-automatic-statements
    NetSuite

    How to Automatically Send Customer Statements in NetSuite

    Tired of manually sending customer statements every time? Here is how you can easily set up a workflow in NetSuite that will allow you to automatically send customer statements. Create a Custom Field that will act as a flag This field will be used to act as a flag.  If this check box is checked,…

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  2. netsuite-tips-and-tricks
    NetSuite

    NetSuite Global Search Tips

    Who doesn’t love shortcuts? Did you know that there are a bunch of hidden shortcuts in NetSuite that can save you a few extra clicks? Our NetSuite experts have come up with a few tips and tricks for all the NetSuite users out there. Use record type prefixes followed by colon (:) or carat (^)…

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  3. azure-ad-authentication
    Cloud, Office 365

    Azure AD Connect Pass-Through Authentication

    Have you ever wanted a simple Single Sign-On (SSO) solution for Office 365 without having to manage and maintain SSL certificates or ADFS? Microsoft has deployed a preview version of their “pass-through authentication” to the latest version of the Azure AD Connect (AAD Connect) tool. What this means is a simple, but effective SSO solution…

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  4. whats-new-in-crm-2016
    Microsoft Dynamics CRM

    What’s New With CRM 2016 Spring Wave?

     As of the December 2016 update for Dynamics 365 (online and on-premises), Dynamics CRM functionality is now included as a part of Dynamics 365. In order to enhance the CRM user experience whether to make it more user-friendly for mobile clients or to enrich the ease of use for web clients, the CRM 2016 spring…

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  5. payroll-year-end-simplified
    Microsoft Dynamics GP

    Payroll Year-End Update Simplified

    Wondering how to prepare the Dynamics GP Payroll module for 2017? First, apply the Payroll Year-End Update provided by Microsoft, complete your Payroll Year-End Closing procedures, and then install the payroll tax update for 2017.  It sounds fairly simple, right?  You might be just a bit nervous because ultimately we’re touching a sensitive part of…

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  6. calcuating-crm-rollup
    Microsoft Dynamics CRM

    Calculating Dynamics CRM Rollup Fields On Demand

    Rollup fields are a great addition to Dynamics CRM. Rollup fields are calculated by Asynchronous System Jobs which runs in background. By default, Mass Calculate Rollup Field job runs every 12 hours after a Rollup field is created or updated. This delay is needed to assure that Mass Calculate Rollup Field job runs during the non-operational…

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  7. pte-timesheet-dynamics-gp
    Microsoft Dynamics GP

    PTE Timesheets Automatically Rejected in Microsoft Dynamics GP

    Recently, I had a customer state that they opened a new fiscal year and were having a problem with PTE timesheets automatically getting rejected.  We were able to narrow it down to just new projects created in the new fiscal year that were experiencing the problem.  PTE timesheets for projects in the previous fiscal year…

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  8. how-to-create-yearly-comparative-reports-gp
    Microsoft Dynamics GP

    How to Create Yearly Comparative Reports in Microsoft Dynamics GP

      We receive a lot of requests from our clients to create yearly comparative reports and there aren’t any readily available in GP. I have created a custom SQL query that will look over your account balances for account history or auditing purposes.  It uses Microsoft SQL Server’s pivot query which is a really nice feature…

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  9. San Diego NetSuite User Group Live Event
    NetSuite, News

    [Live Event] NetSuite Tips & Tricks

    NetSuite User Group will be featuring FMT Consultants at upcoming live event   On January 19, 2017, we will be hosting a featured presentation at the San Diego NetSuite User Group event. During this session, we will be discussing tips & tricks on optimizing your NetSuite development. A few key topics we will be covering include: …

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  10. top-6-new
    News, News and General

    Top 6 Blogs of 2016

    As the countdown to 2017 begins, let’s not forget about all the great moments of 2016. We have gathered the top 6 blogs written in 2016, chosen by you (our readers!).   1. How to Install and Configure OneDrive for Business Next Generation Sync Client There were a lot of new features released for OneDrive for…

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  11. backup-delete-recreate-sql-table
    Microsoft Dynamics GP

    How To Backup, Delete And Re-Create An SQL Table

    Did Your Company Table Fail During A Dynamics GP Upgrade? From time to time during upgrades, we run into time-consuming issues that really don’t make much sense.  I have performed more Dynamics GP upgrades than I care to count and no two are ever alike. The process below will guide you through backing up, deleting…

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  12. erp-live-web-budgeting
    BI, ERP

    ERP Live Web Budgeting by BI360 – Expanding Your Budgeting Options

    Live ERP budgeting affords your company the opportunity to acquire an automated budgeting and forecasting solution that is both simple and affordable. With the straightforward functionality of BI360’s modules found within their suite of products, combined with their web portal, Solver’s ERP Live Web Budgeting solution can offer your company an efficient alternative to other…

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