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
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.
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
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
Save Time & Money with these modules from Sandler*Kahne Software
Both Modules:Electronically move funds from one account to anotherFacilitated by National Automated Clearing House Association (NACHA)Funds Guaranteed to clear within 48 hours
eBanking SuiteAP Electronic Funds TransferAR Electronic Funds TransferPositive Pay (aka Safe Pay)Lockbox ProcessingWire Transfer Plus
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
Save Time & Money with these modules from Sandler*Kahne Software
Both Modules:Electronically move funds from one account to anotherFacilitated by National Automated Clearing House Association (NACHA)Funds Guaranteed to clear within 48 hours
eBanking SuiteAP Electronic Funds TransferAR Electronic Funds TransferPositive Pay (aka Safe Pay)Lockbox ProcessingWire Transfer Plus
Accounts Receivable EFT:ACH Debit method (Pull)Email Payment AdvicesAuto-application of PaymentsCollect customer invoicesRecurring PaymentsSubscriptionsRenewals
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
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
Save Time & Money with these modules from Sandler*Kahne Software
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
Overview:Avoid check fraud!!Also known as “Safe Pay”File of distributed checks – bank checks againstEach bank has a different format
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
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
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
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
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
•New formats routinely added•Check our website for the latest list of supported banks•If yours isn’t here, we’ll add it!
eBanking SuiteAP Electronic Funds TransferAR Electronic Funds TransferPositive Pay (aka Safe Pay)Lockbox ProcessingWire Transfer Plus
Overview:High-volume cash receiptsBank supplies file of lockbox checksCommunications like EFTBank file mapped to Dynamics SL fieldsAutomates data entryWorkbench to finalize entries
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
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!
Save Time & Money with these modules from Sandler*Kahne Software
eBanking SuiteAP Electronic Funds TransferAR Electronic Funds TransferPositive Pay (aka Safe Pay)Lockbox Processing ……… Lookup Examples………Wire Transfer Plus
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
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
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
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
Save Time & Money with these modules from Sandler*Kahne Software
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.
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.
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
CONFIDENTIALCONFIDENTIAL
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”
CONFIDENTIALCONFIDENTIAL
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.
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
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