You may have heard the saying “Never let a good crisis go to waste.”
Like the rest of America our Dynamics ERP customers have found new challenges while working from home as compared to at the office. There has been a significant rethinking of everyday processes because of it. Once-simple tasks like signing AP checks, getting approvals on transactions, receiving cash receipts, and printing and distributing financial reports has become irregular, impossible, or even simply ignored.
Additionally, a new urgency has come to the accounting department for providing more meaningful and actionable intelligence as well as keeping a close, more frequent watch on inflows and outflows of cash and expected disbursements. Tracking, reporting, and engaging the right people to manage outstanding and potentially challenging customer receivables or relationships through the coming months (and beyond).
Check out our webinar above where our co-workers David Laster and Mark Wiley summarize a number of tools, techniques, and methods that we ourselves and our Dynamics customers have been putting into place to accommodate the new reality of remote working situations. We hope you enjoy this forum where we present a digest of ideas that may be worth considering to gain some efficiencies for your ERP environment!
In this webinar, we’ll go over these 11 topics of recent and growing interest from within our Software Solutions customer base – maybe a few of these are of interest or apply to you!
1) Using GP or Power BI Remotely
2) Free PDF options and Emailing Invoices from GP
3) Cash in/out Reporting with Power BI
4) Customer Statements in GP
5) Customer Receivables Reporting with Power BI
6) SmartList Reminders and Go-Tos in GP
7) Customer Aging Reports for Salesperson/Credit Manager with SSRS
8) Workflow in GP
9) Labor / Project Forecasting with Power BI
10) Vendor EFT / NACHA Payments in GP
11) GP user Security Auditing with Power BI
Related articles
Staffing World 2024: Catch GraVoc’s Tech Talk & Explore Our Solutions
GraVoc is gearing up to deliver a Tech Talk at Staffing World 2024! Stop by Booth 1125 to learn about our ERP & ATS integration solutions!
Community Summit 2024: David Laster to Speak on Power BI, Dynamics GP & Business Central
GraVoc is excited to attend and present at the Community Summit 2024! David Laster will speak on Dynamics GP, Business Central, and Power BI.
[Workshop] AI Opportunity Workshop for Banking Leaders
Join GraVoc & The Kendall Project on November 7th for an AI opportunity workshop, designed to help banking leaders prioritize AI investments & create value!