FMTFMT

Type Archives - Page 10 of 43 - FMT

Search Archive
[Video] NetSuite Year-End Close
Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this NetSuite year-end close training session to run through a winning approach for the big event! Hopefully this video helped you learn a few tricks to help you during your year-end processes. If you have any additional questions, or need further assistance with your NetSuite solution, please feel free to let us know by filling out the contact form below. Looking for more resources? Download our NetSuite Year-End Close Manual Get  30 pages of step-by-step instructions and screenshots on how to close the books in NetSuite.
ASC 606 and the impact on your business
The ASC 606 revenue recognition standard represents the most widespread change to revenue recognition rules in recent years. Effective Dec. 15th 2017 (nonpublic companies have an additional year), the new regulation was created to replace the industry-specific guidelines with a single standard across all industries. The implementation of new comprehensive revenue recognition guidance brings monumental change to how companies account for revenue and disclose revenue related information. The core principle underlying the guidance in ASC 606, included in ASC 606-10-10-2, states “recognize revenue to depict the transfer of promised goods or services to customers in an amount that reflects the consideration to which the entity expects to be entitled in exchange for those goods or services.” Below are the 5 steps of contract creation within the guidelines (with certain exceptions) of ASC 606. 1. Identify the contract(s) with a customer. A contract in the ASC 606 guidelines applies to an […]
Bill of Materials Mass Updates
Everyone strives to be more productive by creating more efficient processes within our confines. Microsoft Dynamics GP has many tools that can help us achieve that goal. The tool that we will be overviewing in this blog is the Bill of Materials Mass Update feature in Microsoft Great Plains (MSGP). We will start by simulating the change on a sub-assy for a pen from black ink to red ink. You can find the BOM Mass Updates screen by going to Manufacturing >> Utilities >> BOM Mass Updates Select the Mass Update Function; for this example, we will select the Update or Replace Item function. Select the BOM's you would like to exclude. For our exercise, we will not exclude any BOM's. Enter the item number that will be replaced/updated. Enter the item number that will be replacing the item with. Enter the range for which we want GP to look for […]
Renaming Records in NetSuite
One of the most important features in a CRM or ERP software service is to be able to make customizations with ease. In this article, we will go over renaming records in NetSuite, to change the names of your records and transactions from NetSuite's default names to names that fit the terminology of your company. The ability to customize fields, centers, tabs, and records in NetSuite allows any company to make their NetSuite environment custom-tailored to meet their business needs.  Specifically speaking, one of the first action items a company steps through during their NetSuite implementation is reviewing the default terminology used in NetSuite (Setup > Company > Rename Records/Transactions) For example, service companies may consider their “customers” as “clients.”  By simply adjusting the record name on this setup page, NetSuite will adjust all non-customized records, transactions, and page names accordingly.  Using your company’s terminology in NetSuite can facilitate the […]
Autosave Feature in Microsoft CRM
Back in 2013, Microsoft added a nifty Autosave feature to CRM 2013 during the Polaris or UR 12 release for CRM which is still here today in Microsoft Dynamics 365. How does it work? Essentially you don’t have to manually save your work anymore! Instead, every 30 seconds after a field changes and if you’re still on the form, the record is automatically saved to the server. The only time you will ever need to manually save a record again is when you first create it! Afterward, you never have to click on any save button ever again. Now you’re all wondering how one might add this Auto Save functionality to your Dynamics 365 CRM. Just follow these two simple steps: Go to the Dynamics 365 Menu and navigate to Settings > Administration > System Settings Under the General tab, on the first line, you will see “Enable autosave on […]
Enhancing Dynamics GP With VBA Customization
There are times in Dynamics GP where you want to change the behavior of a form and VBA customization (Visual Basic for Applications) can be a great tool to use! For instance, changing the site ID and requested ship date in a sales order header doesn’t revise sales line items that are already in the sales order – changing the site ID and requested ship date in existing line items was a requirement for one of our clients. In this blog, we will go over how to enhance Dynamics GP using customization via VBA and deployment. Customization Before making any changes, make sure to copy the DYNAMICS.SET file (name the copy DYNAMICS_DEV.SET or something similar to distinguish it from the original). Open GP using this copied file by dragging the DYNAMICS_DEV.SET file over the Dynamics.exe file and select open. This will allow you to make changes without affecting the Dynamics […]
[Video] 5 Ways to Beat Finance Season
It’s the end of the year, and the busiest season for finance teams. You’re busy. Too busy. There’s so much to do and not enough time. There’s just not enough of you to go around. How can you possibly get it all done and avoid the year-end crunch? Watch this free webinar to see how Concur can help you: Survive the year-end crunch Learn how your company can reduce frustration and expense hassles through automation. Save time and money Make your business run better by booking travel, submitting expenses and invoices with Concur’s integrated cloud solution. Be the office hero Use actionable insights to control spend before it happens. De-stress with us and learn how to control spending – wherever and whenever it happens – with a simple, powerful expense-management solution.
Microsoft StaffHub overview – A Mobile Scheduling Solution for the Frontline Worker
I recently worked with a hotel and restaurant client that was considering using tools to improve efficiency, collaboration, and centralized communication such as Microsoft StaffHub. Having their workforce always on the go, and rarely at a computer to view the most up to date information. They needed a central way for employees to view their assignments, communicate as a team, and access and prioritize information. This would allow them to provide world-class service for high-end clientele. So what is Microsoft StaffHub and why was it a good fit for this client? Microsoft’s Mobile First strategy focuses on “Devices not Desktops” viewing smartphones and tablets as mobile computers allowing users to access tailored business information quickly anywhere via intelligent mobile apps.  Microsoft StaffHub was recently announced as a new application for Office 365 designed to help staff workers manage their workday—with schedule management, information sharing and the ability to connect to […]
How to resolve eConnect API Timeout Errors
When creating an integration to Dynamics GP, you might encounter errors returned at some point in the process such as eConnect API Timeout Errors. Finding a solution can be overwhelming and time-consuming. So in this blog post, we will go over how we resolved them. Recently there was a requirement from one of our client to develop an integration to integrate Sales Orders into Dynamics GP. For the requirement, a .NET AddIn leveraging eConnect was developed. The .Net AddIn uses the eConnect serialization classes to construct an eConnect XML document and then uses eConnectMethods class to create the transaction into Dynamics GP. All was good until we faced an eConnect exception. The exception thrown by eConnect was “There was an error writing to the pipe: The pipe is being closed.”  The exception is due to the eConnect call getting timeout. In order to resolve the above issue, we need to […]
Tips to avoid year-end expense management disaster
Regardless of the size of your business we all know closing the fiscal year is a challenging expense management task. Every department, from finance to accounting, is pushing hard to wrap up reports and prepare for the holidays. But here’s the deal: streamlining your expense management, creating a best practice process and using automation to increase visibility you can give your finance team the data they need to succeed. In this blog post, we show you how to accomplish that. How to create a best practice expense management process? When asked, most business would say their expense process is solid. But if you dig into it you can find a lot of struggles such as: • having a hard time accounting for employee’s expenses • swimming into a pool of receipts • unresolved discussions between the accountant and the receipt submitting employee for more information • undocumented expenses that can […]
Why Power BI is quickly becoming the leading platforms for data analysis
It’s always fun helping clients gain better insight into their business? During most account meetings, the conversation eventually includes this: “Our reporting is bad, I wish I could somehow have access to the right data to make better business decisions.” Although many tools can produce this desired outcome, Microsoft’s Power BI platform is quickly becoming the solution of choice. Here is a quick summary of why decision makers and executives are relying on data from Power BI. Top reasons: Cost: According to Gartner Group, Power BI is one of the lowest priced solutions on the market today and roughly 80% lower than other cloud products. You can start with the Power BI FREE Desktop, BI Pro $9.99 per user per month, or Power BI Premium (capacity pricing option based on per node per month). Many companies already own Power BI licenses as part of their Office 365 suite. Connectors: Here […]
From AdWords to NetSuite - Implement Pay Per Click Campaign data into CRM
Who uses NetSuite? NetSuite provides a full CRM (customer relationship management) and ERP (cloud-based enterprise resource planning) technology solutions. A traditional answer would be sales and accounting. But business has changed a lot in the past two years, in particular, marketing. There has been a rise in machine learning automation as opposed to rules-based. This helped search engine marketers adopt Programmatic Marketing and use automated bidding or Real-time Bidding (RTB). Business collaboration and connection are replacing hierarchy and bureaucracy. So the challenge that digital marketers are facing is integrating SEM data into NetSuite for full sales cycle visibility. With a custom integrated marketing solution, you can now import Pay Per Click data directly into NetSuite CRM. Adding fields like campaigns and keywords with metrics like clicks, costs, and conversion rates add valuable insight into the lead generation process. This allows development of robust reporting within a single software solution. PPC advertising is carried […]
1 8 9 10 11 12 43
1 6 7 8 9 10 11 12 13 14 43
©
2022
 FMT Consultants, LLC.
|
Privacy Policy
X
FMT

Contact Us

X
FMT

Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram