Resources

Article

Bookkeeper vs. Accountant: Which Do You Need?

Find the right level of professional expertise to help you determine the right fit for your company.

October 12, 2016

Article

Avoid These 7 Deadly Sins After Your Salesforce Implementation

Optimize your Salesforce solution by dodging these common post-implementation missteps.

October 05, 2016

Article

Straight Line Revenue Recognition for Dynamics AX Project Accounting & Management

Discover the new functionality for straight line revenue recognition in Microsoft Dynamics AX R3.

August 17, 2016

Article

AICPA Issues Clarified Attestation Standard

We cover what’s changing for attestation engagements, including examinations, reviews and agreed-upon procedures.

July 11, 2016

Article

What Is the Proper Use of Executive Sessions?

Executive sessions are a great way for nonprofit boards to have open and honest discussions. However...

Article

What Gets You In Trouble With Attorneys General? Failing to Register Your Nonprofit

There are a few misconceptions about registration and soliciting — here’s how to avoid common slipups.

June 12, 2016

Article

Best Practices for Nonprofits with Multiple Locations

Nonprofits seeking to expand their impact often expand their organization geographically

May 24, 2016

Article

Dynamics AX Cash Receipt Deductions & Accounts Receivable

Microsoft has added the much anticipated cash receipts deduction functionality to Dynamics AX. The f

April 20, 2016

Article

Dynamics GP Mass Email Set-up Process

Discover how to utilize the Dynamics GP mass email set-up.

March 17, 2016

Article

Dynamics CRM 2011 Custom Filtered Lookup Display Error

Properly handle display errors for Microsoft Dynamics CRM 2011 custom filtered lookup

January 14, 2016

Article

Building the Business Case for an ERP System

There's no standard rule-of-thumb, such as reaching a certain head count, that dictates when a compa...

Article

Dynamics CRM Workflow Fires Twice Fix

Steps to the solution when a Dynamics CRM workflow fires twice in your system.

October 20, 2015

Article

Microsoft Dynamics GP Safe Pay

Learn the easy setup process to use GP Safe Pay.

August 25, 2015

Article

CRM Advanced Find with Multiple Conditions for Child Records

Dynamics CRM Advanced Find query to search child entity, then up to the parent entity to identify specific conditions.

August 13, 2015

Article

Understanding Dynamics AX Fiscal Year Close Options

Quick reference guide around Dynamics AX fiscal year close options for what the fields mean and how to configure them.

July 22, 2015

Article

Configuring Dynamics AX Bank Transaction Types

Demonstration of the configuration of Dynamics AX bank transaction types

July 01, 2015

Article

Dynamics GP Payables Transaction Approval Workflow

Dynamics GP payables transaction approval workflow features that allow you to expedite payables invoice processing.

June 25, 2015

Article

Dynamics CRM Troubleshooting Errors with Customizations or Using Advanced Find

Dynamics CRM troubleshooting and fixes for strange errors that appear with customizations

May 26, 2015

Article

Dynamics GP Contract Administration for Revenue Recognition & Billing

The Dynamics GP Contract Administration module allows you to manage contracts with revenue recognition and billing.

May 20, 2015

Article

7 Key Considerations for Growing Global SaaS Organizations

There are 7 key considerations to optimize your SaaS company strategic plan for growth and expansion.

April 23, 2015

Article

Dynamics GP Fixed Assets Depreciation Projection Query and SmartList

Learn about the GP fixed assets depreciation projection query.

April 13, 2015

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