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Top 10 Features of NetSuite 2020.1 Release
The NetSuite 2020.1 release ushered in an impressive list of new features and enhancements to existing. The list is long, but we’ve highlighted ten features worth knowing below.   Banking NetSuite 2020.1 has vastly improved banking integration. It is now easy to configure a direct connection to your bank and pull statements in real-time, making reconciliation a breeze! This feature works out of the box with most major U.S. and Canadian banks. (A custom plug-in is needed for banks in other countries.)   Users with multi-subsidiary customer and vendor accounts can assign a primary bank to each subsidiary. This allows for greater control and segmentation.   Inventory Management Supply allocation enhancements make NetSuite an excellent tool for high volume and bulk shipping organizations. Users can easily control inventory allocations from Purchase Order to Sales Order to Fulfillment. A new dashboard allows you to control and redirect inventory across your entire […]
FMT Consultants Sells SAP ByDesign Practice to VistaVu Solutions
By increasing focus on the NetSuite® and Microsoft® practice areas, FMT positions for accelerated growth. CARLSBAD, CA-JULY 05, 2017: Today, FMT Consultants, a leading integrated business solutions provider, announced the sale of their SAP Business ByDesign (ByD) practice to VistaVu Solutions of Calgary, Alberta. For FMT, the divestiture increases focus on their rapidly growing NetSuite and Microsoft practice areas while providing existing FMT ByD clients and team members an outstanding path forward with VistaVu Solutions. FMT Consultants’ CEO Eric Casazza stated, “For FMT, this is a winning business transition that allows us to focus on continued rapid growth in our core Microsoft and NetSuite offerings.  As we have gotten to know the VistaVu Solutions team, we are confident that together with our valued team members, they will provide a great resource for our SAP ByD customers.” The sale of the SAP ByDesign practice includes professional staff, existing accounts, and SAP-specific […]
How to Design a Scalable Chart of Accounts
One of the first tasks when implementing a new accounting software is designing a new chart of accounts (COA).  Some of you accounting professionals out there might see this as a great and exciting opportunity to revamp that messy, outdated and unstructured COA you are stuck with. However, to others, this could be a daunting task and you might not know where to begin. Regardless of which category you fall into, designing a COA is no small task. It requires a certain amount of forethought and a lot of effort to design and engineer a scalable COA. In this blog, I hope to give you some tips and advice that will help you get started. 1. Best Practices A best practices COA should use standard accounting principles and incorporate items specific to your business. The order of your accounts should align with your financial statements.  It should order by account type and […]
DocuSign – The Friction Buster 
At FMT we run our business on the platforms we sell. Before we consider adding a new tool to our sales repertoire, we implement it and learn the ins and outs as beta testers to ensure it provides value to our customers. When we implemented DocuSign, I had an inkling it would become an indispensable tool to those of us that sell for a living. Before DocuSign In the past, we would have to print contracts, hustle to the printer across the room, hunt down our CEO for a signature, hustle back to the scanner, scan the contract, rename the file, save it to the hard drive, launch outlook, and then finally email it to the customer. The customer was then required to print the contract, hunt down their Executive’s signature, re-scan the document, rename the file, save it to their hard drive, launch outlook, and email it back. Finally, […]
Thank You From All of Us at FMT Consultants!
Thank You for Your Support! The Thanksgiving holiday is finally here and in the spirit of the season we’d like to send a big thank you from all of us at FMT. We appreciate each and every opportunity we get to interact with our clients like you! Through your continued support of FMT, we've been able to do great things in our community. This is something that we will be able to continue into the New Year as we look to participate in the Operation Help a Hero Program and volunteer at Father Joe's Village. So once again, thanks for your support! We hope you have a wonderful Thanksgiving, and a happy and healthy holiday season.
FMT Consultants, a Leading Microsoft Dynamics GP Partner, Announces Complimentary Dynamics GP Year-End Close Training in Los Angeles and San Diego, CA in December 2015
The training sessions take place in Los Angeles on December 8th and in San Diego on December 9th and are designed to help Dynamics GP users ensure an efficient and successful year-end close process. Both sessions are eligible for CPE credits. San Diego, CA, November 5th, 2015 - FMT Consultants, a leading Southern California Microsoft Dynamics GP partner and consulting firm, is hosting two upcoming Dynamics GP year-end close training seminars, open and free of charge to all Dynamics GP users. During the training sessions, Dynamics GP experts from FMT Consultants will share best practices related to period-end and year-end processes, and cover closing procedures related to General Ledger, Accounts Payable, Accounts Receivable, Inventory and Payroll. Interested GP users can register online or by sending an email to achen@fmtconsultants.com. The Dynamics GP training sessions will take place on: Tuesday, December 8th, 2015, from 9:00-11:00 AM PST at the Microsoft Office in Los […]
FMT Consultants Named One of the Best Places to Work in San Diego in 2015
Leading Microsoft, NetSuite and SAP reseller and consulting firm recognized for its collaborative work environment, strong organizational culture and high levels of employee engagement. San Diego, CA August 27, 2015 - FMT Consultants, a Southern California technology consulting firm, was recently named one of the Best Places to Work in San Diego, CA. The annual list of the Best Places to Work in San Diego was created by the San Diego Business Journal, Best Companies Group and the official program sponsors - Kaiser Permanente and GreenRope. The Best Places to Work winners have demonstrated work environment best practices that include rewarding hard-working employees, investing in employee training and career development, offering wellness and fitness programs and providing opportunities for team-building and social activities. This countywide survey and awards program is designed to identify, recognize, and honor the best employers in San Diego, benefiting the county’s economy, workforce, and businesses. The […]
NetSuite Commissions and Outsourced Payroll in 3 Easy Steps
The sales commission functionality, part of the Incentive Compensation module in NetSuite, is robust with a solid feature set that supports varied compensation requirements. It allows you to easily pay commissions through the NetSuite payroll module or through standard Accounts Payable process (Vendor Bills). But what if you outsource your payroll processing to ADP, PayChex, Paylocity or another payroll processing service? How do you effectively process your commissions within NetSuite to support payment through the payroll provider? Here’s the step-by-step process on how to make it work. Step 1:  Setup the Required Accounts You will need to set-up a few new accounts if these do not already exist within your NetSuite environment. When setting up these accounts, pay particular attention to the account Type as this is critical to allowing the commission related transactions to be entered and processed properly. Commissions Payable– This account will be used to record the […]
Setting Up Follow-Up E-Mails in Dynamics CRM
In this post I will describe a solution to add Microsoft Office Outlook style functionality to follow-up e-mails. In Microsoft Office Outlook, you can mark an e-mail as read/un-read, and you can also mark the e-mail for follow-up with various scheduling options (today, tomorrow, next week, custom date) and finally mark complete. We’ll see how we can make customization and add similar functionality in CRM as well. The idea behind the solution is to track the activity action history, i.e. we want to keep track of when an action was performed. Whether it was opened, marked read/un-read or marked for follow-up or completed. Let’s start by creating a new entity “Activity Action History” in Dynamics CRM with the following attributes.   Next we’ll customize the form ribbon on the e-mail entity. We’ll add 4 ribbon buttons as shown below.   We will add commands for each ribbon button and add […]
FMT Consultants Releases the Agenda for nVerge 2015 – a Technology Conference on Microsoft Business Solutions
The nVerge 2015 agenda offers over 35 educational sessions on Dynamics GP 2015, Dynamics CRM 2015, Social Engagement, Dynamics Marketing, SharePoint, Office 365 and IT systems. FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, today released the agenda for nVerge 2015 - a one-day technology conference taking place in San Diego, CA on October 27, 2015. The conference agenda offers a wealth of keynotes, breakout sessions, workshops, roundtable discussions, a bustling expo floor with IT service providers and independent software vendors, and ample networking opportunities. During the one-day conference, nVerge attendees can choose between 35+ different educational sessions on Microsoft Dynamics GP 2015, Management Reporter, Dynamics CRM 2015, Microsoft Social Engagement, Dynamics Marketing, third-party applications for the Dynamics product line, SharePoint, Office 365, IT systems and general business management. Premiere local and national businesses, including Stone Brewing Co. and Puget Sound Surgical Center, will share […]
3 NetSuite Reporting Features You Can’t Live Without
In this blog, we’ll explore three key reporting features in NetSuite that will help you gain complete visibility into your organizational data and performance. The three NetSuite reporting features are: Financial Segmentation Slicing and Dicing of Financial Reports Financial Report Customization 1. NetSuite Reporting and Segmentation What are Financial Segments? The Financial Segments are divisions or subsets of business operations. In order to be considered segments, these divisions must have a direct financial impact on the company. Each segment’s expenses and revenues may be accounted for separately. Furthermore, segments facilitate financial reporting and permit slicing and dicing of financial information. A. Introduction to NetSuite Segments In NetSuite, all segment lists can be found under Setup > Company > Classifications Section. The segments can be imported via CSV. The segments support parent and child relationships, which means that you can have departments and sub-departments or Classes and Sub-Classes. Segments are available on […]
Video: New Features in Microsoft Dynamics GP (Great Plains) 2015
This video provides a broad overview of the new features in Microsoft Dynamics GP (Great Plains) 2015, including: Service based architecture New workflows Management Reporter integration options Intercompany functionality improvements Business Analyzer cross platform Fixed Assets year end close report Invoicing for the GP Web Client Improved employee self-service FMT Consultants is a Gold Certified Microsoft Dynamics GP (Great Plains) partner. Please contact us for more information about Microsoft Dynamics GP 2015.
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