Enhancements for Dynamics GP Paramount Technologies Rockton software

































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Enhancements for Dynamics GP • • • Paramount Technologies Rockton software SPS Commerce * Greenshades Software, Inc. Mekorma Binary Stream Avalara * Nolan Business Solutions Paper. Save
About Paramount Technologies • A leading global provider of web-based Spend Management solutions for midmarket and enterprise organizations. • Work. Place solutions – Monitor and control spending – Make internal workflow processes more efficient • Established 1995 - 17 years of mid-market experience • Over 50 North American and international partners – Committed to channel sales and complementary software only • 500 customer with over 70, 000 end-users on six continents • Deployments from 5 to 3, 000+ users Paramount Confidential 2
Work. Place Suites Procurement Capital Projects Requisition Procurement Purchasing Expense Invoice Automation Time Materials Management Travel and Expense Procurement Travel Inventory Management Expense 3
Positioning Requisition Purchasing • No prior approval or spend control before an invoice is received • Accounts Payable is the spending watchdog – but that’s usually too late • No visibility when goods are received or services are rendered • Purchase Orders never get closed and remain open Invoice Automation • Problems with lost invoices and delayed approvals • Mystery or unknown invoices submitted and need to be researched by Accounts Payable before payment Capital Project Expense Time Inventory • No prior approval or spend control before an invoice is received • Accounts Payable is the spending watchdog – but that’s usually too late • Timeconsuming manual (or Excel) expense re-imbursement process • Need to better manage travel expenses with preauthorizations • Need webbased tool to track employee hours for billing or payroll purposes • Need a webbased timesheet entry solution for ERP Job Cost or Project Accounting • Need ability to track quantities and allocate expenses automatically across multiple cost centers as inventory is used • Manual tracking the transfer of inventory and related costs Paramount Confidential 4
Deployment Options & Key Features • • • On Premise / In-house Partner / Third Party hosted Cloud – Saa. S (Paramount secure hosting) • • • 100% web-based Mobile (smartphone and tablet) Handheld scanner • Work. Place – Configurable and customizable approval routing – Supports all popular browsers – Intuitive and efficient user interface – Global business support – Unlimited attachments – Configurable business rules – Status monitoring / dashboards Multi-company / Intercompany Audit trail • • Paramount Confidential 5
Smart. Fill The Google-style data entry search tool. Ø Smart. Fill increases data lookup speed saving time and money. Ø Smartfill helps you work faster and reduce data duplication. Ø With Smart. Fill you can easily search part of a record’s name, ID, or any other related information rather than sifting through huge amounts of confusing or unrelated data. Ø Is fully customizable and easy to use. Ø Can be used in most fields in Microsoft Dynamics GP and other Dexterity-based 3 rd party products. Ø Comes with dozens of pre-defined objects, so once installed, you can hit the ground running. www. rocktonsoftware. com Click on image to view demo. Work Simpler & Easier®
Let’s review some figures…The average Microsoft Dynamics GP lookup is 17 seconds. The average Smart. Fill lookup is 2 seconds; therefore the average savings is 15 seconds / lookup. Let’s compare some lookups (in any module) as an example. For the chart below 4 lookups = 1 minute of savings* Lookups If user make $15/hour Lookups Per Day Savings in Seconds Savings in Minutes Savings in $ Per Day Savings in $ Per Week Savings in $ Per Year 100 1500 25 $6. 30 $31. 25 $1, 638. 00 300 4500 75 $18. 75 $93. 75 $4, 875. 00 500 7500 125 $31. 25 $156. 25 $8, 125. 00 1000 15000 250 $62. 50 $312. 50 $16, 250. 00 Based on any lookups done within Microsoft Dynamics® GP Smart. Fill can save you time and money… www. rocktonsoftware. com Work Simpler & Easier®
For details contact your Boyer & Associates Consultant or visit our website. Who is Rockton Software? Rockton Software is a creative company that develops products that make Microsoft Dynamics GP work simpler & easier. On-Demand Demos On-Demand demos can be viewed with a quick click of a mouse! http: //www. youtube. com/user/rocktonsoftware/videos FREE trial keys! Request your FREE 30 -day trial keys today! email sales@rocktonsoftware. com Smart. Fill ~ Dynamics GP Toolbox ~ Auditor ~ Dynamics Report Manager (DRM) ~ Omni Price www. rocktonsoftware. com Work Simpler & Easier®
SPS COMMERCE (NASDAQ: SPSC) • • • Headquartered in Minneapolis, MN 100% enterprise cloud services model 49 consecutive quarters of growth Profitable, strong balance sheet Retail industry’s largest network – 1, 800 retailers & grocers, 50, 000 suppliers and 1, 000 s of brokers, 3 PLs, carriers, factories • 750+ employees across North America, China, Hong Kong, Australia and UK 1
THE OLD WAY: ON PREMISE EDI SPS: SEAMLESS SUPPLY CHAIN INTEGRATION SPS STD ERP UI 2
EXPERIENCE WITH DYNAMICS GP • Since 2001, SPS has delivered enterprise cloud integration for our Dynamics GP customers • 1000+ GP customers and 100+ integrated GP customers • Dedicated Dynamics GP practice and support teams • Implementation best practices based on 12+ years of experience • With 35+ integrated documents and a web-based solution for the rest, quickly reach 100% compliance with your trading partners • By going with SPS Commerce, you receive: • Unmatched reliability • Predictable monthly subscription • Lowest total cost of ownership 3
Greenshades Software Inc. Independent Software Vendor based out of Jacksonville, FL. Greenshades specializes in Payroll Tax Solutions for Microsoft Dynamics Great Plains and Solomon users. Products and Services include E-filing and Payments for Federal, State and Local Taxes. Also offer Paperless options for Employee Self-Service.
Products & Services Payroll Tax Service – Filings and Payments for Federal, State and Local Taxes. All in one package, alternative to outsourcing. Greenshades Online – Self Service Portal includes options for Paperless Paystubs, Timesheets, PTO requests, Expense Reporting, HR Document management, Personal Information Changes, Electronic W-4 & I-9, Direct Deposit Account Management. Greenshades Center – E-filing solution for Federal, State and Local Taxes. Also have options for 401 K Reporting and Garnishments NEW Products – Benefits Self Service Portal now available! Tax Manager coming soon…
Year End Forms Greenshades Year End Forms process offers electronic distribution of W-2 s and 1099 s along with an optional mail service for the remainder. Our clients reduced mailing costs by an average of 26% last year. Webhosted Solution at www. downloadmyform. com W 2 Management 1099 Forms, 1098 T Post W 2 s online for Employees to Access In-House printing options or let Greenshades distribute your Forms with their Mail Service
Mekorma MICR Check Printing Turn this into This
Mekorma MICR Secure Approval Workflow
Mekorma MICR Multi-Batch Print & Post Print 100* check batches with a single click! *or 10 or any number you want. In one company or across companies.
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Could ERP systems be holding your customers back? We have added many new features to help your customers overcome their ERP pains, and make more money for you!
Don’t let your system hold you back Pain Points… Solutions… Multiple company databases, logging in and out, multiple records, intercompany security Multi-Entity Management (MEM) Complex deferrals; pro-rating; AU/NZ/UK Tax; Advanced Revenue and Expense Deferrals bundled goods (VSOE); line level deferrals…death (ARED) by excel; no way to recognize by NEW – Event/Milestone/POC module event/milestone/percentage of completion Recurring billing – auto-renewing or “evergreen” billing solution…difficult to track Work In Progress billing Advanced Recurring Contract Billing (ARCB) Managing and tracking loans and investment activity in Dynamics GP… Investments and Loans Management (ILM) Non-integrated Property Management Systems Property Site Management (PSM) NEW – WIP module NEW – Recalculated loans and reporting
Contact Us Neil Mac. Donald Consultative Sales Executive Office: 604. 522. 6300 Ext 106 Email: neil@binarystream. com Darien Tisseur Consultative Sales Executive Office: 604. 522. 6300 Ext 112 Email: darien@binarystream. com Optimize Your ERP Performance How effectively are you leveraging your Dynamics ERP? Your system may be holding you back. Where does it hurt?
Simplifying Sales Tax Management Nicole Wnenta Regional Sales Manager May 22, 2013 © Copyright Avalara, 2013
Challenges of sales tax compliance The state of our States • Sales tax = State revenue • States are in budget deficits • States are trying to increase revenue ü Increasing audits, rallying for passage of remote Nexus What does this mean to businesses? • Sales tax = Source of risk • Its no longer a matter of IF you get audited, it’s a matter of WHEN you get audited The rules keep changing- There are 11, 000 taxing jurisdictions and thousands of changes annually to rules, rates, and boundaries in the U. S.
ZIP codes were created to deliver mail, NOT determine sales tax rates! ZIP+4 s can change on a monthly basis ZIP+4 s may cross a county/municipality boundary ZIP+4 s are not assigned to all physical streets, just those to which the post office delivers There are over 40, 000 ZIP+4’s nationwide There are over 600, 000 monthly changes to the ZIP+4 file Rates tables are only accurate some of the time
Avalara Solutions for End-to-End Compliance 1099 REPORTING 3 EASY STEPS 1) IMPORT 2) REVIEW 3) SUBMIT Seamless integration to ERP, E-commerce and third party applications
www. avalara. com Nicole. Wnenta@Avalara. com 1 -602 -421 -9043 Questions?
Nolan Business Solutions • Dennis Powers, Account Manager • dpowers@nolanbusinesssolutions. com • 303 665 9343 ext#209 • Company information: • Dynamics GP Solution Provider since 1994 • US Office in Boulder, Colorado • Corporate Office in the UK • Additional offices in Canada and Australia • Specialize in providing solutions to the GP Community • Products include: • Advanced Bank Reconciliation • Inter. Company Postings • Inter. Company POP to SOP • e. Request
Advanced Bank Reconciliation (ABR) is an intuitive tool that allows users to automatically match posted GL transactions within GP to imported bank statement transactions. - Automatically reconcile imported bank transactions to posted GL transactions (with or without GP Checkbook IDs) - View side-by-side comparison of posted GL transactions and cleared bank transactions - Import bank BAI and/or CSV transactions into the Nolan reconcile window - Create transaction groups - Define reconcile rules to ensure accurate, automatic matching - Print historical reports As an out of the box solution, ABR fits seamlessly into GP, and as soon as it is implemented into your system it will optimise your reconciliation process.
Advanced Bank Reconciliation
Document Management • Integrated Search and Retrieval • One Click Access from GP record • Search Content (OCR) • Search User Defined Meta-Data • Flexible Document Capture • Scan First - Integrates document capture with transaction creation • Scan Now & Scan Later • Office/Outlook Integration • Drag & Drop, Attach • Forms Recapture • Record Retention Rules & Electronic Workflow • Electronic Tracking and Approval of Documents • Alerts Integrated with MS Outlook • Supports Mobile Approvals on Smart Phones Transaction Automation • Reduce Data Entry & Related Errors Document Security Certified for Dynamics GP since 2010
Document Management • Eliminates the 20 -30% of day • • spent filing, searching & retrieving Capture documents from remote offices eliminating the cost and delays Better staff efficiency Eliminate the 1 out of 10 documents lost or misfiled Reclaim Office Space Electronic Workflow • Insight to where documents are • • during approval process Faster monthly close Easier Accrual Reporting Lowers cost per invoice processed Take advantage of trade discounts/avoid late fees Manage Your Process, Not Your Paper!
• Developed by Solutions@MBAF • Over 1, 000 Clients • Horizontal Product for Any Organization with Paper Problems! • Compatible with GP 10 and higher • Certified for Dynamics GP Based in Miami, FL 877 -727 -3799 M-F 9 am -8 pm ET info@papersave. com Follow us @Paperless_Post Monthly Events www. papersavepro. com/ events
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