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Professional Services Tools Library

by Randy Goldstein | accounting, Blog, Dynamics GP, Microsoft, small business

All too often users find themselves wishing: Wishing they could reverse a previous setup decision or make a simple change to an employee name in payroll when they married or divorced; wishing they could change a customer/vendor name or ID because ownership changed;...

SafePay Setup Tips for Microsoft Dynamics GP

by Randy Goldstein | accounting, Blog, Dynamics GP, ERP, Microsoft, small business

 SafePay creates a file you can send to your bank detailing the checks/and or EFTs you have created during a given time period, so the bank can match that up to what tries to clear your account. In doing so, you can address any discrepancies.  It is an excellent...

Payables EFT with Dynamics GP

by Randy Goldstein | accounting, Blog, Dynamics GP, ERP, Microsoft, payables

Sending Payables EFT payments by electronic funds transfer (EFT) is becoming increasingly popular. It’s popular for several reasons: Reduces opportunity for fraud Reduces expense for check stock and printing/mailing supplies Reduces the amount of time related to...

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