DOCSLIB.ORG

Matthew Adamowicz, CPA.CITP,MCP Speaker

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Matthew Adamowicz, CPA.CITP,MCP Speaker Financial Reporting Software & Tools Matthew Adamowicz, CPA.CITP,MCP Speaker Matthew Adamowicz, CPA.CITP, MCP Co-Founder of T3 Information Systems • Founded Technology Department at Tate & Tryon • 8 years Technology Partner at Tate and Tryon • 21 Years experience working in public accounting • Expertise in financial reporting system, accounting system implementations, and budgeting system development About Us T3 Information Systems PHOTO OF STAFF OR WORKPLACE HERE 616W X 186 PX Established 1997 – Spin-off January 2009 Microsoft Gold Certified Partner 20 staff 200+ Clients Our services Financial CRM Software Financial Reporting System Custom T3 Integrations Development Applications Our clients Financial Reporting Best Practices Best Practices 1. Make Reports Interactive 2. Answer the Question “Why” 3. Automated Batch Reporting 4. Ability to Access on Web Financial Reporting Tools Small to Mid-Market • Management Reporter • F9 • BizInsight • Jet Reports • Alchemex • Vivid Reports • BI360 (OneStop Reporting) • others…….. Software Spotlight Software Management Reporter Highlights Microsoft’s official CASE STUDY HERO IMAGE HERE replacement for FRx. Only 404W X 314H PX available for Dynamics ERPs. Details Look and feel similar to FRx. Rows, Trees, Columns Included with Microsoft Licenses Management Reporter Features: • GL Data Only • Flexibility in designing financial reports • Drill back into Dynamics Benefits: •Licenses come with Microsoft Dynamics ERP •Short learning curve • Report Scheduling and distribution • SharePoint Integration with alerts Software Spotlight Software F9 Highlights Easy to use reporting solution with dynamic links from Excel to GL. Also has F9 Professional which uses data warehouse. Details Infor Global Solutions Suite 200, 1500 Georgia Street Vancouver, British Columbia Canada, V6G 2Z6 800-663-8663 www.F9.com F9 Reporting Features: • Simple Cell Formula • Drilldown to segments and transactions • Includes budget writeback • Integrated with 30+ accounting systems Benefits: • Easy to use and understand • Data updates are as easy as pressing F9 • Report scheduling and distribution • Utilize VBA macros to automate reports F9 Reporting Accounting Systems (Hotlink): - Microsoft Dynamics GP - Epicor: 7.3, 9.05 - Microsoft Dynamics SL - American Fundware - Microsoft Dynamics NAV - DacEasy - ACCPAC - Data Pro - Sage 500 - Accountmate - Sage ERP 100 - SysPro - Sage BusinessWorks - Stone River - Sage ERP X3 - Macola - Exact - CYMA - Platinum - others…….. Software Spotlight Software BizInsight Highlights Real-time reporting with connections to other data beyond GL. Details BizNet Software Inc. 14785 Preston Rd Suite 460 Dallas TX 75254 888-803-5227 www.BizNetSoftware.com BizInsight Features: • Simple cell formulas • Drag & drop report design • Report connections beyond the GL • Drilldown to segments and transactions Benefits: • Easy to use and understand • Fast report generation/calculation • Run live reports or schedule reports • Local connection or over the web BizInsight Accounting Systems: - Microsoft Dynamics GP - Epicor: 7.3, 9.05 - Microsoft Dynamics SL - Epicor: iScala 2.3 - Microsoft Dynamics AX - SunGuard - Sage 500 - Accountmate - Sage PFW - Open Systems: Traverse - Sage Timberline - Firestream - Sage ERP X3 - Accountmate - Expandable - CYMA Software Spotlight Software Jet Reports Highlights Advanced Dynamic Reporting – Beyond General Ledger Details Jet Reports LLC 10450 SW Nimbus Suite B Portland OR 97223 503-608-3602 www.Jetreports.com Jet Reports Features: • Advanced dynamic reporting • Drag & drop report design • Connection beyond the GL • Dynamic drilldown options Benefits: • Wizard based report creation • Report security • Schedule reports for automatic distribution • Improve productivity Jet Reports Accounting Systems: - Microsoft Dynamics GP - Microsoft Dynamics NAV - Microsoft Dynamics AX Software Spotlight Software BI360 (OSR) Highlights Full-fledged Excel Based report writer with connections to all the main modules and data in your accounting system. CASE STUDY HERO IMAGE HERE 404W X 314H PX Details Solver 10780 Santa Monica Blvd Suite 370 Los Angeles CA 90025 310-691-5300 www.Solverusa.com BI360 (OSR) Features: • Drag-and-drop report design • Integrated user security • Report on various sub-ledgers and GL • Dynamic drill-down Benefits: • On demand Reporting • Dynamic Reporting • Interactive Reporting • Access over web BI360 (OSR) Accounting Systems: - Microsoft Dynamics GP - Visma Business - Microsoft Dynamics SL - Epicor Prophet 21 - Microsoft Dynamics AX - SAP Business One - Microsoft Dynamics NAV - Sage 500 - Microsoft Dynamics CRM - Sage ERP X3 - MultiCase - 24SevenOffice Enterprise • BI360 (OneStop Reporting) • Hyperion • Cognos • Excel4apps • Jaspersoft Dashboards (Reporting Alternative) Software Solutions • Dundas • Tableau • iDashboards • Qlickview • NetCharts Software Spotlight Software Dundas Software Spotlight Software Tableau Software Spotlight Software iDashboards Software Spotlight Software NetCharts Questions? Open Q & A Session Email [email protected] .
Load more

Recommended publications
  • CLASH of the TITANS an Independent Comparison of SAP, Oracle and Microsoft Dynamics
    CLASH OF THE TITANS An Independent Comparison of SAP, Oracle and Microsoft Dynamics Copyright 2011 Panorama Consulting Solutions. All rights reserved. No unauthorized reproduction without the author’s written consent. All references to this publication must cite Panorama Consulting Solutions as the author and include a link to the original report at http://Panorama-Consulting.com/resource-center/. Introduction and Summary Panorama Consulting Solutions, an independent and vendor-neutral enterprise resource planning (ERP) consulting firm, developed the 2011 ERP Report: Clash of the Titans to compare the three Tier I “titans” of the ERP industry. Although past issues of the report have focused exclusively on SAP and Oracle, it has been newly expanded this year to include the Microsoft family of ERP solutions. The report is based on surveys of more than 1800 respondents that have either selected or implemented ERP solutions over the last six years. The survey was open to all participants via our website at www.Panorama-Consulting.com. Panorama Consulting Solutions uses a number of quantitative analyses to compare leading ERP software vendors. The 2011 ERP Report: Clash of the Titans provides findings on detailed project factors such as implementation costs, durations, and payback periods summarized by vendor. Also included in this report are metrics regarding selection trends, satisfaction and benefits realization. SAP and Oracle, the two software giants in the ERP market, have competed with each other ever since Oracle vigorously expanded its share in the software applications market two decades ago. Since then, both ERP vendors have demonstrated their ability to adapt to the dynamic economy and changing needs of customers.
    [Show full text]
  • Microsoft Dynamics Erpis Enterprise Resource Planning (ERP)
    Microsoft Dynamics ERP is enterprise resource planning (ERP) software primarily geared toward midsize organizations as well as subsidiaries and divisions of larger organizations. Its applications are part of Microsoft Dynamics, a line of business management software owned and developed by Microsoft. Microsoft Dynamics ERP comprises four primary products: Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL. Products[edit] Microsoft Dynamics ERP includes five primary products: Microsoft Dynamics AX (formerly Axapta) is designed to help organizations do business across locations and countries by standardizing processes and helping to simplify compliance. The latest version is Microsoft Dynamics AX 2012. Microsoft Dynamics GP (formerly Great Plains Software) can help companies adapt to new opportunities and growth by managing changing markets, enabling unique business requirements, and connecting business processes across the organization. The latest version is Microsoft Dynamics GP 2010 (version 11.0). Microsoft Dynamics NAV (formerly Navision) is designed to help organizations streamline specialized and industry-specific business processes. The latest version is Microsoft Dynamics NAV 2013. Microsoft Dynamics SL (formerly Solomon IV) can help project-driven organizations obtain reports and business analysis and automate projects across company divisions and locations. The latest version is Microsoft Dynamics SL 7.0. Microsoft Dynamics C5 (formerly Concorde C5) can assist with finance, manufacturing, supply chains, analytics and electronic commerce for small and medium-sized enterprises. The latest version is Microsoft Dynamics C5 2010. Capabilities[edit] Microsoft Dynamics ERP applications are designed to help customers: Connect the entire supply chain. Make current financial data and reports accessible for business planning and regulatory compliance.
    [Show full text]
  • Building a Cloud Practice
    Bob Scott’s Winter 2016 2016 VAR STARS Building a Cloud Practice Sponsored by BSI | 2016 VAR Stars 2016 VAR STARS Building a Cloud Practice Moving to the cloud represents a challenge for mid-market accounting software resellers. Some make it more challenging by making the switch from marketing desktop applications to relying on subscription sales of online products very quickly. Patricia Bennett, owner of PC Bennett, made that decision not too long ago. Bennett sold off the Dynamics practice of her deserved because Microsoft no longer had personnel North Bend, Wash.-based firm in 2014 and went from assigned to support smaller resellers. 100 customers to only 16 very quickly Since then, she has built up the Acumatica base to “It was scary,” she says. “I probably had more em- 31 customers. The product, she says is very similar to ployees than customers at one point.” the Dynamics line, bringing together the best features However, Bennett says the market dictated her ac- of all the products. “To me, Acumatica was the ‘Proj- tion. “I could see revenue from Acumatica on a steep ect Green’ that never existed,” she says. Project Green incline, while the revenue from Dynamics was on a was a plan by Microsoft to unify the four financial ap- decline.” plications that was talked about from as early as 2000 Microsoft showed less and less interest in smaller until 2007 and was not accomplished. VARs and it got to the point that Bennett, whose firm But with Acumatica being a relatively new product, is based in North Bend, Wash., was unable to provide compared to the veteran desktop packages, resources customers with the level of service she believed they remain a challenge.
    [Show full text]
  • Microsoft Offerings for Recommended Accounting Pos Software
    Microsoft Offerings For Recommended Accounting Pos Software Is Broddy dried or zymogenic when inditing some zlotys sandbags deceptively? Geocentric and forkier Steward still flocculated his confluence defiantly. Rufus never crackle any phosphenes bedim wrongly, is Pascale worldwide and haunted enough? Users to segment leads through a cash flow, look into actionable next steps: pos for microsoft accounting software offerings, do integrate two factors like docs and We help users oversee the market for microsoft accounting software offerings pos systems we dig deep data according to use rights or feedback on many benefits. Digital Insight CGI IT UK Ltd. Using Spruce, Chic Lumber Increases efficiency and gains management insights. Power bi reports customization, then evaluate and accounting for more informed decisions across the. The GPS OCX program also will reduce cost, schedule and technical risk. Pos software is a credit card, or service software offerings for microsoft accounting pos captures guest details such as an online, customer insights they require. Or you can even download apps to track team performance. POS providers offer a free trial, but you should look for a company that does. Pricing is available on request and support is extended via phone and other online measures. Help inside business owners know that makes it solutions built to perform administrative offices in hand so integration, price for retailers with offers software offerings for pos system! The app provides time tracking features to see how long crucial tasks take. These virtual desktops are accessed from either PCs, thin clients, or other devices. When the subscription ends the institution will no longer have access to subscription benefits or new activations or product keys, however, they receive perpetual use rights to any software obtained during the subscription term and may continue to use the products.
    [Show full text]
  • The Guide to ERP Integrations | Handshake
    THE ERP INTEGRATION HANDBOOK Key integration considerations for wholesale distributors looking to connect their ERP systems with third party software solutions. TABLE OF CONTENTS: Introduction: Supplementing ERP Systems with Best-of Breed Solutions 2 SAP 3 Oracle 7 Microsoft Dynamics 11 Sage 15 NetSuite 19 A Note on Integrations for QuickBooks & Xero 24 Conclusion 25 | The ERP Integration Handbook | www.handshake.com 1 Ten years ago, if any wholesale INTRODUCTION: distributor were asked, “What technology are you running your SUPPLEMENTING business on?” they would almost certainly have given the name of ERP SYSTEMS WITH their Enterprise Resource Planning (ERP) system, and the BEST-OF-BREED conversation would have ended there. But while ERP systems SOLUTIONS have long been touted as “all in one” solutions, companies are increasingly beginning to think about how new classes of software can impact their operations––and profits. Indeed, with the incredibly wide range of both cloud and on-premise software solutions available to companies today, the enterprise technology landscape is not as clear-cut as it was years ago. Wholesale distributors are learning how they can supplement existing legacy systems with third party best-of-breed Software-as-a-Service (SaaS) solutions like B2B eCommerce platforms, mobile sales order management software, inventory management software, and more. These purpose-built solutions are allowing countless businesses to reduce costs and take advantage of shorter implementation cycles and quicker returns on investment. Now the challenge lies in integrating best-of-breed solutions with ERP systems to maximize ROI across all platforms. While ERP software ecosystems can be extremely complex, gaining an understanding of the options and approaches available for integration is the first step towards a solid integration strategy.
    [Show full text]
  • Microsoft Dynamics AX 2012 R3 Licensing Guide | 2016
    Microsoft Dynamics AX 2012 R3 Licensing and Pricing Guide Customer Edition V2 December 2014 Using This Guide Use this guide to improve your understanding of how to license Microsoft Dynamics AX 2012. It does not apply to Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, or prior versions of Microsoft Dynamics AX. This guide is not intended to influence the choice of Microsoft Dynamics products and services. The examples presented in this guide are illustrative. Microsoft Corporation reserves the right to review and/or update the existing version of this document without advanced notice. For help determining the right technology solution for any given organization, including the license requirements for a specific product or scenario, consult with your Microsoft Dynamics Certified Partner or your Microsoft account team. This guide does not supersede or replace any of the legal documentation covering use rights for Microsoft products. Specific product license terms are detailed in the Software License Terms (SLT) document, which is available on the Microsoft Dynamics AX website and the Product Terms (PT) found on the Volume Licensing website. License Keys vs. License Entitlements An important distinction to make is between license keys (activation keys) and license entitlements. License keys are used to activate the Microsoft Dynamics software that the customer has licensed. License entitlements are what you are entitled to run and use based on the licenses you have acquired as described in the SLT and the PT. Contents How to License Microsoft Dynamics AX 2012 R3 ......................................................................................... 1 Updates in This Version of The Licensing Guide ........................................................................................................................................... 1 Basic Licensing Requirements ...............................................................................................................................................................................
    [Show full text]
  • Quickbooks & Microsoft Dynamics 365/CRM Integration
    QuickBooks & Microsoft Dynamics 365/CRM Integration THE TEAM Preferred Microsoft Partner Connector Yourwith out -greatof-the-box headline integration and plug-and-play templates Lorem ipsum Unable to bridge the gap between QuickBooks and Dynamics 365? DBSync’s QuickBooks integration platform synchronizes omnichannel order and fulfillment data with Dynamics 365/CRM, simplifying and streamlining your eCommerce business across multiple channels. CHALLENGES THE IDEAL SOLUTION DESIRED OUTCOMES Dynamics 365/CRM and You need to get your order, DBSync syncs QuickBooks’ QuickBooks users deal with customer, and product data customer, order and manual double entry when into your Dynamics product data with these two systems aren’t CRM/365 instance for better Dynamics 365/CRM freeing properly integrated. sales, business intelligence, up your time to grow your and reporting. business. DBSync LLC | www.mydbsync.com | [email protected] | 1-877-739-2818 Integration for Dynamics 365/CRM and QuickBooks DBSync Cloud Data Management Platform helps to automate the processes and seamlessly put everyone on the same page. DBSync allows you to smoothly connect any combination of SaaS, cloud and on-premise applications together without the burden of installing and maintaining software and appliances. Better Insights Better Reporting Better Decisions A comprehensive view of your Use the consolidated data in BI app A unified set of data for better sales, business by connecting your online and develop analytics that pumps customer service, support, and sales, accounting and CRM apps. up your profits. back-end operations. DBSync LLC | www.mydbsync.com | [email protected] | 1-877-739-2818 DBSync Integration for QuickBooks & Microsoft Dynamics 365/CRM Selected by Microsoft as a preferred solution, this app gets your data out of Dynamics and into QuickBooks so that you can keep your sales, marketing and accounting team on the same page.
    [Show full text]
  • Microsoft Dynamics AX for Government
    Microsoft Dynamics AX for Government Take the next step forward Governments are energetic, fast-moving and constantly changing. Leaders and elected officials have to balance growing constituent needs with reduced budgets, evolving regulatory climates, and “With an ERP solution increased oversight. Today’s governments are also facing powerful forces of change, from political movements to new technology. To meeting modern address this ever-changing environment, governments need to have industry standards, quick access to information that enables them to remain fluid and proactive with the decision-making process and responsive to Hamilton City Council constituents. Government employees need flexible tools that help ensured improved them collaborate easily and stay productive wherever they are and however they communicate. compliance with financial reporting rules Microsoft’s vision is to create opportunities within government to provide extraordinary value to workers and leaders as well as citizens and regulations, whilst and constituents; change the way government runs from within and providing HCC with a change the way government interacts with the world. This transformation won’t come by accident; it requires a strategic platform to leverage for approach to make that a reality today and sustainable for the future. better financial insights A well-defined enterprise resource planning (ERP) strategy with Microsoft Dynamics AX at its center can help governments leading to improved modernize their workplaces, operate transparently, meet compliance organizational decision requirements, and maintain fiscal accountability—all with a low total making and cost of ownership (TCO) and fast time to value. performance.” Microsoft Dynamics AX is different because it was designed and built intentionally for the public sector, providing real-time insights and analysis on up-to-date financial and operational performance to Richard Briggs enable confident decision-making.
    [Show full text]
  • Product Overview and Capability Guide Microsoft Dynamics NAV 2018
    Microsoft Dynamics NAV Starter Pack Extended Pack Product Content Overview 1 and Microsoft Dynamics NAV Capability 2 Guide How to Buy Microsoft Dynamics NAV 2018 1 of 37 3 PackagingMicrosoft of Functionality in Microsoft Dynamics NAV 2018Dynamics 4 NAV 2018 Product Capabilities in Microsoft Dynamics NAV 2018 5 December, 2017 Learn More Microsoft Dynamics NAV Starter Pack Extended Pack Content 1 Microsoft Dynamics NAV 4 Product Capabilities in Clients and Usability Microsoft Dynamics NAV 2018 Languages A Proven Solution for Your Business Partners Boost Success for Small and Midsize Financial Management Businesses Configuration and Development > General > Application Objects > Cash Management > Other 2 How to Buy Microsoft Supply Chain Management (SCM) > Sales and Receivables Dynamics NAV 2018 > Sales Tax 5 Learn More > Purchase and Payables The Starter Pack > Inventory The Extended Pack > Warehouse Management 2 of 38 Manufacturing > Basic Manufacturing 3 Packaging of Functionality in > Agile Manufacturing Microsoft Dynamics NAV 2018 > Supply Planning > Capacity Planning Microsoft Dynamics NAV 2018 Project Management Starter Pack functionality > Resources Microsoft Dynamics NAV 2018 Extended Pack functionality Sales, Marketing, and Service Management > Sales and Marketing > Service Management > Workflow > E-services > Document Management > Reporting Use the arrow keys left and right to Power BI Content Pack navigate this PDF document or the menu to the left of the page. Embedded Power BI You can also move back and forward on Human Resources
    [Show full text]
  • With Dynamics GP We Have Increased Our Order Processing by 150% and Our Order Accuracy to 98.5% Because of Workflow, Easy Access to Information, and Barcoding
    Innovative Medical Products Case Study Medical Device Manufacturer & Distributor Increases Order Accuracy and Processing Speed with Microsoft Dynamics GP® and SalesPad® DataCollection With Dynamics GP we have increased our order processing by 150% and our order accuracy to 98.5% because of workflow, easy access to information, and barcoding. “ Rich Larkin, Director of Operations. Innovative Medical Products, Inc. Customer: The Challenge Innovative Medical Products, Inc. Innovative Medical Products, Inc. (IMP) had outgrown the MYOB accounting software Web Site: used to run its manufacturing and distribution company. It had only basic functionality, www.innovativemedical.com was hitting the limit on the number of transactions it could handle, and could” not produce detailed reports. The company wanted a new ERP software system with a Location: strong financial and distribution focus based on Microsoft SQL Server. Plainville, CT Industry: The Solution Manufacturing & Distribution IMP compared seven ERP software packages that fit its requirements. Microsoft Dynamics GP stood out because of the way it was presented by the local Connecticut Former System: partner, CAL Business Solutions. “For everything we asked, George was able to show us MYOB real scenarios of how the data could be organized to fit our business. He gave us Customer Profile: solutions rather than just tell us there were open fields available to do whatever we Innovative Medical Products, Inc. wanted,” recalls Rich Larkin, Director of Operations. is a Connecticut based manufacturer and distributor of IMP chose to install Microsoft Dynamics GP with SalesPad from CAL Business Solutions. medical devices for the orthopedic industry. The Benefits “Increased Our Order Processing by 150%” Highlights: Microsoft Dynamics GP with SalesPad has had a huge impact on order processing.
    [Show full text]
  • Licensing Guide
    Microsoft Dynamics AX Licensing Guide Microsoft Dynamics AX August 2016 The Microsoft Dy namics AX Licensing Guide | August 2016 Table of Contents Introduction ........................................................................................................................................................................................ 1 Subscription Licensing Requirements ....................................................................................................................................... 2 Internal and External Users .............................................................................................................................................................................. 2 Licensing Requirements for Internal Users ................................................................................................................................................. 3 Multiplexing .......................................................................................................................................................................................................... 4 Business Process Outsourcing ........................................................................................................................................................................ 5 Dual Use Rights .................................................................................................................................................................................................... 5 Scoping Based
    [Show full text]
  • A Technical Infrastructure to Integrate Dynamics AX ERP and CRM Into University Curriculum
    Information Systems Education Journal (ISEDJ) 14 (1) ISSN: 1545-679X January 2016 A Technical Infrastructure to Integrate Dynamics AX ERP and CRM into University Curriculum Hayden Wimmer [email protected] Department of Information Technology Georgia Southern University Statesboro, GA 30260, USA Kenneth Hall [email protected] Department of Management and Marketing Bloomsburg University Bloomsburg, PA 17815, USA Abstract Enterprise Resource Planning and Customer Relationship Management are becoming important topics at the university level, and are increasingly receiving course-level attention in the curriculum. In fact, the Information Systems Body of Knowledge specifically identifies Enterprise Architecture as an Information Systems-specific knowledge area. The revised Information Systems Curriculum Guide from 2010, sponsored by the Association of Information Systems and the Association of Computing Machinery, suggest Enterprise Architecture as a required course with Enterprise Systems and Business Process Management as suggested electives. Implementing the aforementioned courses into the curriculum poses challenges such as providing necessary resources, overcoming institutional constraints, and the lack of hardware architecture for advanced systems such as Microsoft Dynamics AX. This work addresses three critical issues. First, we provide a suggested technical architecture built upon the Windows Server family and Dynamics AX which may be used to implement ERP and CRM, based on Dynamics AX, into the classroom. Second, we demonstrate connectivity between an installation of Dynamics AX 2012 R3 and CRM 2011 in the cloud using the Microsoft Connector for Dynamics. Finally, we suggest a sample scenario and case for implementing ERP and CRM concepts into the university curriculum. Keywords: ERP, CRM, Dynamics, AX, Architecture, Infrastructure, Curriculum 1.
    [Show full text]