Boyer Dynamics SL Client Event ISV SHOWCASE. Enhancing Dynamics SL Did you know how we could help...

Boyer Dynamics SL Client EventISV SHOWCASE

Enhancing Dynamics SL Did you know how we could help you save time and

money?

Top 10 Most Popular PSS add on modules for SL

[email protected] www.progsys.net

mailto:[email protected]

http://www.progsys.net/

Who is Progressive System Solutions? We are a Microsoft Certified Silver Partner Located in Orlando, FL 20+ years working with many satisfied

businesses all over the world We have a catalog of over 100 add on

modules for Dynamics SL!

Dynamics SL Enhancement Products

A library of nearly 100 modules Interfaces Seamlessly with SL All products were developed using the

same tools as Dynamics SL. Access through the Dynamics SL menu Screens and functions similar to

Dynamics SL (F3 lookup screens, etc.) Standard Dynamics SL Security Uses Crystal Reports Unlimited number of users

Are you tracking assets outside of Dynamics SL ?

Are you using Spreadsheets and external programs?

Does this cause you to make duplicate data entry to get the information into SL?

Are you using an outside agency to track your assets? This can cost you the loss of control as well as timeliness and money

Most Popular Product: Fixed Assets

Progressive System Solutions Fixed Assets for Dynamics SL: Track Assets within Dynamics SL –

integrated solution

Pull Assets in from Payables General Ledger Project Controller

Deprecation Deprecation calculation and Forecasting SL, Sum of Years Digit, Declining Balance

and IRS Tax Tables Depreciation posted to General Ledger Tax Reporting – Produce Reports within the

system for 4797 4562 Tangible Property Tax

Bonus Features Tracking Asset Locations

Where is my asset and where has it been? Asset Inventory

Bar Code Labels and Scanning Automatic location updates

Warranty Information Tracking Expiration Dates and Warranty

Providers Leased Equipment Vehicle information

Letters for Tag expiration Optional Service Module

Common Questions Can we fix deprecation if we made an

error? Life to Date Option allows you to recalculate

and post the correction in the current Period. Can we forecast for next year?

Yes. Forecast is provided Month by Month for Budgeting.

How hard is it to tie to GL? Trial Balance and Period Trial Balance Rolling Report GL Reconciliation Report

How can I get my data in the system? Transaction Import Import Services

Enter Invoices as Vouchers normally in AP. Select and move one or multiple vouchers to the credit card

you wish to pay them with. Items selected have a “check” cut from the clearing

account, no need to use a check. Credit Card Voucher is automatically entered to the same

clearing account clearing the entry.

AP Products : Voucher to Credit Card

AP Products : Credit Purchase Card Upload your credit card or purchase card

statement into our mapping template.

Once imported the grids will load with your statement. You can edit all fields.

Direct Method will create a voucher in AP under the credit card vendor only.

Indirect Method will create a voucher under each vendor. A check posted to the clearing account will be created (updating 1099 and vendor history), a voucher is entered to the credit card company to offset the entry posted for the check.

AP Products : AP Void Check Entry Plus Simplifies the process of entering void checks in AP by

eliminating the need to key in a voucher/memo entry and creating a zero check.

Creates a void check entry and debit memo batches and a zero check.

If you have not cut the check buy already have the voucher created you can use AP Voucher Reverser to turn you two steps into one.

AP Products : MICR Check Simplifies the process printing checks from multiple bank

accounts on your own check paper. No more need for preprinted checks.

Set up Signatures and determine when it will print on the check based on check amounts.

AP and AR Document Maintenance Plus Simplifies the process of entering, viewing and editing non-

financial accounts payable and receivable information.

Track, view and update accounts receivable collections efforts from within SL.

Update one or all past due invoices with collections info with the click of a button.

PDF, Print or Email selected invoices or all invoices as well as late notice reminders.

Schedule your next contact and have an email reminder sent.

AR Products : AR Collections

Eraser Utilities Erase unwanted documents with the safety of an Audit Trail

from within SL. Simplifies the corrections of data entry errors. Select

preview and then erase the data from one easy screen.

GL Products: GL Mover Allows you to move transactions without reversing and

reposting. Enter the Acct/Sub to be corrected Enter Correction Select a batch or leave blank for all Load the grid to display the items to be changed Process the changes. GL Mover will also correct the account/sub on the source document

GL Products: Period Mover Allows you to move transactions without reversing and

reposting. Select a batch or leave blank for all Select a period to move from Load the grid to display the items to be moved Enter the new period Period Mover will change the period on both the Journal Entry

and Source Documents as well as update the account history. .

GL Products: JE Description Changer Easily change any Journal Entry description in GL even if

they have been posted. Simplifies the process of manually correcting entries.

Select entries. Change the description on one or many lines in the batch. Save the entry. Your description is now changed.

GL Products: Prepaids Processor Improve prepaid amounts for your business by amortizing,

analyzing and setting up prepayments from within SL. Simplifies the process of entering, viewing and printing

prepayments information. Set up prepayments from the prepaids screen or from the

AP Voucher & Adjustment screen while entering a payment voucher.

Progressive System Solutions

Sales@ progsys.net www.progsys.net

eBanking Suitefor

Microsoft Dynamics SL

Sandler•Kahne Software, Inc.

eBanking Suitefor

Microsoft Dynamics SL

Presented By:Rick SandlerSandler•Kahne Software, Inc.

Strategic Development PartnerMicrosoft Partner Advisory BoardPresident’s Club (7 years running)CfMD - Certified for Microsoft Dynamics SL(eBanking Suite)

Sandler•Kahne SoftwareDeveloping high-quality software that

extends the functionality of the Microsoft Dynamics SL (Solomon)

product line since 1994.

Sandler•Kahne SoftwareDeveloping high-quality software that

extends the functionality of the Microsoft Dynamics SL (Solomon)

product line since 1994.

The eBanking Trend

Search It: 3,650,000 resultsIt’s Here to Stay!

Reduces expenses in processingImproves management of financialsReduces banking errors previously made by written communications. Fraud protection

Over 1200 SL Customers actively using Sandler*Kahne eBanking!

Fraud Avoidance

AFP Survey: http://www.afponline.org/pub/pdf/2013_AFP_Payments_Fraud_and_Control_Survey_Introduction___Key_Findings.pdf

Payment Method

All Respond-ents

Revenues under

$1B

Revenues over

$1B

MostlyU.S.

Transactions

ManyNon-U.S.Trx

Checks 87% 87% 91% 92% 87%

Corp/Commercial cards

29 27 26 18 32

ACH Debits 27 25 29 31 24

Wire Transfers 11 7 12 8 10

ACH Credits 8 9 6 5 7

Prevalence of Attempted Fraud in 2012(Percent of organizations subject to attempted or actual payments fraud)

Save Time & Money with these modules from Sandler*Kahne Software

eBanking SuiteAP Electronic Funds TransferAR Electronic Funds TransferPositive Pay (aka Safe Pay)Lockbox ProcessingWire Transfer Plus


Both Modules:Electronically move funds from one account to anotherFacilitated by National Automated Clearing House Association (NACHA)Funds Guaranteed to clear within 48 hours




Accounts Payable EFT:ACH Credit method (Push)Employee ReimbursementsVendor Trade PaymentsFed/State Tax PaymentsIAT – International ACHEmail Remittance AdvicesPayment method option by voucherAccount/Amount ApprovalUS-ACH only

Other protocols addressed by Wire Transfer Plus




Accounts Receivable EFT:ACH Debit method (Pull)Email Payment AdvicesAuto-application of PaymentsCollect customer invoicesRecurring PaymentsSubscriptionsRenewals



Features of both modules:NACHA Standard (US)Remittance/Payment advices by emailMulti-company / Multi-accountPre-notification supportCommunications support:

WebFTPCustom (e.g. dialup, Hyperterminal)

Seamless integration with Dynamics SL financials




Overview:Avoid check fraud!!Also known as “Safe Pay”File of distributed checks – bank checks againstEach bank has a different format



Overview:Avoid check fraud!!Also known as “Safe Pay”File of distributed checks – bank checks againstEach bank has a different format

Features:A/P and Payroll checksMulti-company, Multi-accountCommunications like EFTNumerous formats supportedAny format easily created



ABN AmroALLFirst BankALLFirst Bank - 4DY Amegy Bank of TexasAmSouth BankAmSouth Bank - 07Associated BankAssociated Bank-ARPBancorpSouth - CBank Atlantic Bank NorthBank of AmericaBank of America - 100Bank of America - 91 Bank of America - CABank of America - DCBank of America - IMPACS Bank of America - MABank of America - Payee (PNV)Bank of America - Payee (PPV)Bank of Kansas CityBank of Montreal - Enhanced Bank of New YorkBank of New York - PayeeBank of TexasBank OneBranch Banking & Trust Company (BB&T)Capital One Bank - TowerNetCharter One BankChemical BankChevy Chase BankCitibank

Citibank - CDSA Citibank - MultiCitibank - PNACitizens BankCity National BankColorado/Arizona Business BankComerica BankCommerce BankCommerce Bank (KC)Compass BankDeutsche BankFifth Third BankFifth Third Bank - PayeeFirst National Bank of OmahaFirst Tennessee BankFirst Tennessee Bank - Payee FirstBank (Colorado) FirstMerit BankFirstrust BankFlagship BankFleet Bank - 2DY Fleet Bank - CTFleet Maine National AssociationHarris BankHSBC BankHuntington BankHuntington Bank – PayeeIronStone Bank

JP Morgan Chase BankJP Morgan Chase Bank - ARPJP Morgan Chase Bank - CDSJP Morgan Chase Bank - PVEJP Morgan Chase Bank - PVE-TXJP Morgan Chase Bank - PWSJP Morgan Chase Bank - TONCSKey BankKey Bank - 220Landmark BankLaSalle BankLaSalle Bank - 180M & I BankM & T BankM & T Bank - PayeeMB Financial BankMellon BankMellon Bank - PayeeNational Bank of South CarolinaNational City BankNordea BankNorthern Trust BankNorthern Trust Bank - 112Northern Trust Bank - BPPinnacle National BankPNC BankPNC Bank - ARP-80PNC Bank - PayeePNC Bank - PINACLE-FIX

Regions BankRoyal Bank of CanadaRoyal Bank of Canada - Payee MScotiaBankSecurity Bank of CaliforniaSilicon Valley Bank-CSV-PayeeSouthTrust BankStandard Positive PaySunTrust BankSunTrust Bank - 07-03SunTrust Bank - CPRSunTrust Bank - CPR-03SunTrust Bank - PayeeToronto Dominion BankUnion Planters BankUnited BankUnited Commercial Bank-CSVUS BankUS Bank - PayeeUS Bank - SPTVectra Bank - CSV Wachovia BankWachovia Bank - 150Wachovia Bank - CSVWells Fargo Bank - ARP RegisterWells Fargo Bank - NationalWells Fargo Bank - StandardWells Fargo Bank – StandardWhitney Bank



•New formats routinely added•Check our website for the latest list of supported banks•If yours isn’t here, we’ll add it!


Overview:High-volume cash receiptsBank supplies file of lockbox checksCommunications like EFTBank file mapped to Dynamics SL fieldsAutomates data entryWorkbench to finalize entries



Overview:High-volume cash receiptsBank supplies file of lockbox checksCommunications like EFTBank file mapped to Solomon fieldsAutomates data entryWorkbench to finalize entries

Features:Custom mappings easily createdAuto-application when importingCredit Memos / DiscountsMulti-Company / Multi-AccountMulti-CurrencyPayment Application Workbench to research incomplete itemsPowerful, graphical Customer/Document LookupCan be used without a Lockbox!


eBanking SuiteAP Electronic Funds TransferAR Electronic Funds TransferPositive Pay (aka Safe Pay)Lockbox Processing ……… Lookup Examples………Wire Transfer Plus



Overview:Electronically move funds from one account to anotherFacilitated by the Federal Reserve System (in the U.S.)Funds guaranteed to clear within 6 hours (in the U.S.)Both domestic and foreign payments



Overview:Electronically move funds from one account to anotherFacilitated by the Federal Reserve System (in the U.S.)Funds guaranteed to clear within 6 hours (in the U.S.)Both domestic and foreign payments

Features:Electronically Wire:

Vendor Trade PayDomestic or Foreign Payments

Multiple formats – bank dependent (need to verify support for your bank)Remittance advices via emailPayment method option by voucherMulti-company, Multi-accountAccount / Amount ApprovalFlexible communications


KeyChange–enables you to safely change over 40 key fields in your Microsoft Dynamics SL database

Account Master–group, track, match, reconcile, and analyze financial activity in and across accounts

AP Voucher Import–converts your text or Microsoft Excel invoices into uploadable data for your Microsoft Dynamics SL system

GL Upload–lets you upload, correct, and map text and Microsoft Excel data to your Microsoft Dynamics database

Multi-Remit–facilitates the processing of vouchers and checks with multiple remittance addresses without creating multiple vendor ids

NexVue is award-winning Microsoft partner with a silver ERP competency.

http://nexvue.com/dynamics-sl-tools-keychange/

http://nexvue.com/dynamics-sl-tools-account-master/

http://nexvue.com/dynamics-sl-tools-ap-voucher-import/

http://nexvue.com/dynamics-sl-tools-gl-upload-2/

http://nexvue.com/dynamics-sl-tools-gl-upload/

Silver Brook Human Resources

Applicant Tracking

New Hire and Termination Processing

Salary and Job History

Benefits Administration

Credentials Management

Training Management

OSHA

Workers Compensation, Compliance Reporting

Health and Safety

Property Management

Applicant Self-Service

Employee Self Service

Silver Brook Other Products Privacy Manager

ACA Compliance

Order Central

B2B

B2C

Multiple Storefronts

Advanced Product Catalog

Multi-Currency

Shopping Cart

Email Forms

Tight, real time integration with Dynamics SL

Sales Central

Sales Central

Web based application for sales order management, customer maintenance, and order status.

Sales Central™ provides sales and customer service professionals the ability to create sales orders, maintain and create customer information, and provide customer service such as order status and information, with direct and seamless integration into Microsoft® Dynamics SL® Supply Chain Management system.

Account Central

Provides an easy way to offer web based statements, invoice detail, and online payments to your customers. Web based application for sales order management, customer maintenance, and order status.

With Account Central™ you can provide an easy way for customers to take care of their outstanding balances without creating accounting issues

More than just online payment, Account Central™ allows complete statement review, invoice detail review, and invoice history search. And because its integrated with Dynamics SL® you won’t have to worry about manually applying online payments to outstanding invoices because everything is automatic.

Model | Manage | Perform

Bob Bedard Booth 47 www.deFactoGlobal.com

CONFIDENTIALCONFIDENTIAL

Common Customer Situation

• Need to Improve Performance• Quality/Timely Decisions Drive

Better PerformanceGiven

• Hard to Determine Decision Impacts Financial/Operational Performance

• What Is The Best Decision

Problem

• Decentralized Decision Making• Single Point of Reference

Reflects Current Business Conditions

Goal


How Does deFacto Help Customers?

Aggregates Mission-Critical Data Into A Centralized, Highly Intelligent, Fast Thinking

“Model”…

Continually Update Model/Improve Performance

Based On Changing/ Anticipated Business

Conditions

Uses Advanced Planning, Analysis And Reporting Tools To Make The Best And Most Timely Decisions

Possible

HR

“Single Point of Reference for Making Decisions”


What Is The Benefit of deFacto?

Enables Microsoft Customers of Any Size To Achieve Superior Operational And Financial Performance By Making Better and Faster

Decisions.

Increases the Business Value of Microsoft Dynamics Products and Microsoft

Technologies.


www.deFactoGlobal.com

MANAGED HOSTING SERVICES

Significant

financial change

Purchased or sold

division or entity

Change at the “C”

level or IT Manageme

nt

Aging infrastructu

re

OPEX vs.

CAPEX

Topic of Azure

Common Business Cases which drive Hosting

Cloud First Strategy

SLA’s 99.5%

65% Managed Hosting Services

35% IaaS -

Public Cloud(Azure)• 17 regions worldwide• IAAS ONLY• Premier Support Company

– mandatory for support• SLA’s ONLY with

Availability Sets• My opinion: • OK – DEV & TEST • Not OK – Critical Workloads, (Production) • Immature Platform for ERP

Private Cloud(GoIWx)• 350 Colocation Thought

Partnership with Level 3 Communication

• Full IAAS with Managed Hosting Services

• Physical Tours• Monitoring included• Redundancy included• Mature platform for ERP

Contacts at GoIWx

Molly Stewart , Shared Services Manager

(952) 258-6329 - [email protected]

Boyer Dynamics SL Client Event ISV SHOWCASE. Enhancing Dynamics SL Did you know how we could help...

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