Launching FRx from the Microsoft Dynamics Menu

Posted on May 9, 2012 by Synergy Consultants

By Margo Dame’

If you are having trouble launching FRx from the Microsoft Dynamics menu, but you can launch from your Start menu, here are a few simple steps you can take to resolve the issue:

Log onto the Server and look for the SL\Applications\Solomon.ini file.  Open the file in Notepad. You will notice what location FRx is looking at.

[Event Log]
FatalDiagnostics=No
DatabaseCalls=No
REM…Directory=C:\EventLog
RecoverableDiagnostics=No
DataEntry=1
DataEntryBuffer=50000

[Miscellaneous]
KeyQueueSuppress=1
Keyboard Queue Size=200
MeterOn=0
MeterFile=DBMETER.LOG
DatabaseIntegrityChecks=0
DiagnosticsL1=0
REM…TempDirectory=C:\TEMP
PVFastFirstRow=Yes
PmtDetail=500
FRX Location=\\coastsqlsvr2\sl\applications\frx67
Crystal Location=C:\Program Files (x86)\Crystal
Decisions\Crystal Reports 10

Then go into FRx to the System Information Tab.  Note the location that FRx is looking at. Update the Solomon.ini file to look at the correct path.  Just exclude the \IO_Data.

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Printing Dynamics SL Invoices to PDF

Posted on April 13, 2012 by Synergy Consultants

by Margo Dame’

Problem: How to print Dynamics SL reports to PDF.

Solution:  Dynamics SL out of the box has Application Server/ Quick Send that can run the invoice to emails to a PDF format.

Or you can use Bullzip Free PDF Printer.  It is free and the setup is easy. It runs on all Windows platforms and is support by 64 bit operation system.

http://www.bullzip.com/products/pdf/info.php

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Extending the Microsoft Dynamics SL and Dynamics CRM Connector

Posted on April 6, 2012 by Synergy Consultants

By Jerod Hatley

Connecting the Dynamics SL project accounting software and Dynamics customer relationship management (CRM) software has been a long time goal of our company. A couple of years ago, we worked with Madrona Solutions Group to build an SL-to-CRM Connector that integrates Dynamics SL with CRM accounts and contacts. This add-on is called the  Connection Manager.

Recently, I have been working on extending the functionality of the Connection Manager to include project and sales order information. I am optimistic about the Software Development Kit that Microsoft has provided and will be sharing my progress in future posts.

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Cloud Accounting: Additional GL Dimensions in Intacct

Posted on April 2, 2012 by Synergy Consultants

by Noland Lim

Just recently I was challenged to find additional GL dimensions beyond Location, Department, Employee, Customer, and Vendor within the Intacct cloud computing core accounting modules. Dimensions are used to help capture and analyze a customer’s data. Dimensions when used with reporting give a client a power tool in breaking down key components of their business to help make better business decisions. There are 13 dimensions within Intacct but most of them have specific uses and are not very flexible in terms of using it for reasons other than its intended purpose. However, there are three additional dimensions that can be used if needed.

The Class dimension can be renamed/repurposed to meet your needs. For example, a not for profit company may use this extra dimension to track Programs cost. Secondly, if your needs further require an additional dimension the Project Dimension is also available. You can enable the Projects dimension without subscribing to Project accounting from within the AR module. You start with enabling in the GL all dimensions you want to use system wide and then enable the specific dimension within the module’s configuration. Then in permissions you need to give yourself rights to create projects.

Lastly, the third additional GL dimension is Item. This can only really be used if you will not be implementing any of the supply chain modules. You could setup items to represent what they need for this additional dimension. You’d have to subscribe to either Purchase Order or Order Entry in order to be able to create the items but just not use the module.

Finally, in terminology under Company you can rename the dimensions.

Posted in Cloud Accounting, Cloud Computing, Intacct Software, Tips and Tricks | Leave a comment

How to Get Project IDs to Auto Increment Based on Customers

Posted on March 22, 2012 by Synergy Consultants

by Donna Hurst

If you have setup your Project ID’s to include your Customer ID, e.g. let’s say it’s SYN01-XXXX.  And you want the XXXX to increment to the next Number (0001, 0002, 0003, etc), you can do the following:

1) Setup a code type in Project Controller / Code Type Maintenance of 0CUS. The length of the field will be the length of your customer ID.

        1. Make the Data 1 Field Visible.
        2. The Caption should read “Count.”
        3. The length of the field should be the length of the Project Segment that will be incrementing.
        4. The Mask should be 9-Numeric.

2) Update the 0CUS Code File in the Project Controller Code File Maintenance screen.

        1. Enter each customer as the Code Value.
        2. Enter the Customer Name as the Description.
        3. Enter the current number of projects (last project number) for that customer.

3) Update the Project Controller Setup Screen: The Segment number will be 1 (as it’s the first segment that you are wanting to count) and the Type will be the 0CUS (the code file you setup).

4) When you go to create your next project, click the “New Project” icon next to the Project ID and then enter the Customer ID in the Customer field and press the Increment button.

Dynamics SL will look to the “count” field in the code file to get the next number and then increment by one. That’s it!

Posted in Project Accounting, Tips and Tricks | Leave a comment

The CFO’s Guide to ERP in the Cloud

Posted on March 5, 2012 by Synergy Consultants

by Michael Camp

If you’re dazed and confused by all the Cloud terminology flying around these days–SaaS, PaaS, IaaS, hosting, on-premise–and what it all means practically for you in terms of costs and benefits and how to make a decision on which deployment is right for you, then you’ll like the explanatory power of this infographic. Just click on it to see the whole image, read it, print it, and also download a helpful whitepaper: Considering Cloud and On-premise Accounting Solutions: A Guide to Put Things in Focus.

Infographic on Cloud, Hosting, and On-premise Computing

Infographic on Cloud, Hosting, and On-premise Computing

Posted in Cloud Accounting, Cloud Computing, ERP, Software Search | Leave a comment

Adaptable! Intacct Cloud Accounting and Financial Management Software

Posted on March 2, 2012 by Synergy Consultants

by Michael Camp

Synergy provides another robust, integrated solution besides Microsoft Dynamics SL ERP that is secure, highly accessible, and Cloud-based. It’s web-based accounting software called Intacct. One of its strong points is the way it can adapt to your unique business needs as you evolve and grow. Here are some of its other benefits that make your work easier:

• Keeps your business moving and flowing much smoother
• Helps you achieve more value from your existing software
• Integrates with Salesforce so data flows between the two
• Brings best practices of its users into the product
• Delivers new and improved functionality on a continuous basis
• Provides robust financial management and accounting software you’ll probably never outgrow

Don’t take my word for it, listen what happy Intacct users have to say:

Posted in Cloud Accounting, Cloud Computing, Intacct and Dynamics SL, Intacct Software | Leave a comment

The Dynamics SL Auditor: You Can Know Who Changed It!

Posted on January 27, 2012 by Synergy Consultants

“If only I knew who changed it…”

by Angela Hurd

We often run into issues where an employee has changed a setting within the system, unbeknownst to others, and it reeks havoc across the accounting department.  I had just this issue this week and the client said “If only I knew who changed it…”   You can know!  The built in method is checking the LUPD_USER field for the affected tables in SQL. However, once you’ve corrected the setting, this field will no longer hold the culprit’s ID.  It also may not be accurate depending on the table’s processing. Don’t fret. There’s a better solution.

It’s the KB Technologies Dynamics SL Auditor.  You can designate key tables to track changes, such as System Setup, Vendors, Customers, or Chart of Accounts.  The SL Auditor will keep a history of what was changed, what the previous value was, who did it, and when.  This is a great product, especially if you are a public company and need to ensure separation of duties and control over your accounting system.  And, it is Sarbanes-Oxley compliant!

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Foreign Currency Symbols in Dynamics SL

Posted on January 25, 2012 by Synergy Consultants

by Don Wachtveitl

In earlier versions of Microsoft Dynamics SL, the Currency Manager module had country flags available to use as currency symbols. Starting with Version 7.0 these symbols are no longer available out of the box. However, they can be added by taking the following steps.

  • Create a new folder in the location Program Files (x86)\Microsoft Dynamics\SL\Applications\Currency.
  • Copy image files that represent each currency ID to this folder. All button images measure 16 pixels by 16 pixels so it’s best to use images already scaled to this size.
  • Make sure the image files are in bitmap (.bmp) or portable network graphics (.png) file format and the file names are not longer than three characters.
  • Ensure the file name matches the first three letters of the currency IDs.  For example: if CAD is used in DSL to designate Canadian Dollars then the image file should be named either CAD.bmp or CAD.png.

Once completed, when a data entry screen is opened, the customized button that contains your currency image will appear on the screen’s application toolbar. The Currency Manager module is one of 9-10 modules in Dynamics SL’s financial management software series.

Posted in Currency Management, Dynamics SL, Tips and Tricks | Leave a comment

Cloud Accounting and Intacct Dashboards

Posted on January 20, 2012 by Synergy Consultants

by Noland Lim

Have you ever wondered how nice it would be if your accounting software could make financial information readily available all in one spot, and thereby help you better manage your business?  Intacct cloud-based accounting software lets you do  just that through Dashboards that enable you to easily monitor the aspects of your business that concern you. Dashboards can be created to suit individual needs or templates can be created to be used for a particular group. Some of the most common components you might find on a Intacct Dashboard are:

  • Financial Reports – Reports such as Balance Sheet and Income Statements can be placed on the dashboard and reviewed at your convenience.
  • Cash Balances – A snapshot of your daily cash balances can be added to determine if enough cash is available to have an Accounts Payable check run.
  • Approvals – Time Cards, Expense Reports and Expenses are one click away to review and approve.

These are just some of the metrics that can be added to your Intacct Dashboard to help with running your business.  By simply switching between dashboards using a drop down list, a user can have several different dashboards at their disposal. The dashboards are a nice touch to a complete cloud-computing accounting software package.  Like a dashboard in a car you can have tools available to help drive your business.

Posted in Cloud Accounting, Cloud Computing, Intacct Software | Leave a comment