Still on GP 2013? Why it’s time to upgrade!

Microsoft Dynamics GP 2013 is like your old car that’s falling apart but still gets the job done – it is only a matter of time before it’s a necessity to upgrade. GP 2013 has reached the end of its lifecycle and you’ve now lost some of the software’s most important features.

Mainstream support for Microsoft Dynamics GP 2013 ended on April 10, 2018. Here are 7 reasons why it’s time to upgrade:

1.      Your data is at a greater risk for security breaches since you won’t have access to security patches and hotfixes.

2.      You lose the tax table and year-end updates features.

3.      You are no longer able to update your 3rd-party software programs to their latest version or get support from the software vendors.

4.      You will lose compatibility with new servers and operating systems.

5.      Your access to Microsoft tech support won’t be what it used to be. Should you have any major issue with Dynamics GP, like data corruption, Microsoft won’t be able to help fix it.

6.      It keeps you compliant. By upgrading, you remain compliant with current tax laws and accounting best practices.

7.      Anytime, anywhere access – The redesigned web client allows you to access Dynamics GP from the office, on the road, at home and anywhere in between on a PC or mobile device.

 

Delaying a GP upgrade can really cost you in the long run. In delaying your upgrade, your business is at risk for more issues including tax regulation problems and security threats.

An additional benefit to upgrading is that you have robust workflow capabilities, including document attach across the windows you use most often. You also have access to new enhancements, features, and functionality once you finally upgrade! It’s time to trade that old car in and allow your business to thrive.

If you have any questions about your current version of Dynamics GP, or if you are considering an upgrade at this time, please do not hesitate to reach out to us.

5 Benefits of Using Microsoft Power BI

Access to actionable data is the key to being competitive and reducing work stress. Over time, and as a business grows, it becomes increasingly difficult to manage data that is being generated regularly or on an ad-hoc basis. The problem is compounded when companies operate using disconnected systems, and decision makers are forced to make decisions based on partially correct data. For this reason, business intelligence solutions are now the tool of choice to effectively analyze and publish critical data that not only support decision making but help to monitor the health of your business.

Power BI, Microsoft’s business intelligence tool, allows enterprises to easily visualize and analyze their data. Power BI works with Dynamics GP and is a cloud-based software where users do not need any specialized training in order to generate reports or views. It is simple to use and quick and easy to implement.

Here are 5 benefits of Power BI:

1.     Integrates seamlessly with existing applications.
Power BI integrates with Dynamics GP, as well as your other existing business systems, allowing you to adopt analytics and reporting capabilities.

2.     Easily create personalized dashboards.
The most valuable feature of Power BI is the information dashboards, which can be customized to meet the exact need of any user’s role. Dashboards and BI reports can be embedded in the applications to provide a unified user experience.

3.     Publish reports automatically and securely.
Power BI helps you to setup automatic data refresh and publish reports allowing all the users to have access to the latest information.

4.     No performance issues.
Because Power BI resides in the Microsoft cloud environment,  memory and performance constraints are eliminated.

5.     No specialized technical support required.
Power BI provides strong inquiry and analysis for most users so you don’t need specialized technical support for anything other than advanced use cases.

For more information about Power BI, or for all your Dynamics GP questions, please contact us. We are always happy to help!

 

Employee Spotlight: Saadia Zakki

The Rimrock Corporation team is made up of many hard working, talented individuals with interesting stories to tell. In our Employee Spotlight series, you’ll meet some of these people, learn what they do, and how they keep Rimrock exciting and fun.

This month we shine the light on Saadia Zakki, our Project Coordinator. Saadia was born and raised in Pakistan. She spent 7 years studying and working in England before moving to Toronto in 2012. Prior to working at Rimrock, Saadia worked in various administrative and Project Management roles in several industries from Business to Food and IT services.

In her spare time, Saadia loves music, painting, baking and long nature walks.

Read on to find out more about Saadia:.

What do you love most about working at Rimrock & how long have you been here?

It’s just been over a month now and I am loving it here! Wonderful team to work with. I love the work life balance that Rimrock offers.

What is your favorite place that you have visited and where is your next dream vacation spot?

We had some friends in Leominster (South Wales, UK) and I loved visiting them. They had a lovely 18th century cottage at the bottom of the hills. It was always refreshing to take a break from fast paced city life and rediscover my own self.

Dream vacation spot is Bali!

 If you could do another job for just one day, what would it be?

A Fire Fighter.

If Hollywood made a movie about your life, who would you like to see cast as you?

I would like to cast myself as ME 😊

What TV shows/music/apps/Podcasts are you currently obsessed with right now?

None! I hardly get any time for these with two little young ones.

Tell us a “fun fact” about yourself or your “secret talent” that your colleagues might not already know.

I am a good cook! (I think…..lol)

Here’s the Scoop on Microsoft Dynamics GP 2018 R2

Here’s the scoop on Dynamics GP 2018 R2 – it’s scheduled to be released October 1, 2018!

The October release will be the first part of a link with Dynamics 365 Business Central called Intelligent Edge & Cloud. This feature will allow the sync of some data from Dynamics GP and other on-premises Dynamics applications (AKA Edge devices) to Business Central and the Common Data Service for additional functionality. In the initial phase, only non-historical data will be replicated:

• GL Accounts and beginning balances
• Customers and outstanding transactions
• Vendors and outstanding transactions
• Items and quantity on hand

Check back often as we will offer more information as it becomes available.

Proposed Dynamics GP 2018 R2 Features:

* Although they likely are going to stay as follows, they are still in QA so there’s no guarantee.

• Monthly Recurring Batches improvement: an option for “use last day of the month” instead of simply adding a month to the last transaction date.
• Enhancements to Inventory HITB to help with performance by excluding items with no quantity or no value
• New option in Posting Setup around “Allow Transaction Posting” to choose “Post Thru GL”. Not all posting options will have this. We have more info when Feature of the Day starts.
• Purchasing All-in-One View will now display vendor document number.
• SOP Navigation List now has an option to print documents in Originating currency, not just Functional. Those using Multicurrency will find this helpful.
• Inactive Chequebooks can be hidden in the lookups.
• Email support now added for Purchase Order “Other” form.
• Email Customer statements right from the customer maintenance window.
• New option in System Preferences to hide Business Analyzer for all users as very few people use Business Analyzer
• Password length increased to 21 characters to accommodate those clients who require complex passwords

Here is the latest Microsoft Dynamics GP Roadmap through 2020:

If you are evaluating Microsoft Dynamics GP or if you are interested in upgrading your current Microsoft Dynamics GP system, contact Rimrock Corporation, your Dynamics GP specialists.

Employee Spotlight: Susan Bali

The Rimrock Corporation team is made up of many hard working, talented individuals with interesting stories to tell. In our Employee Spotlight series, you’ll meet some of these people, learn what they do, and how they keep Rimrock exciting and fun.

This month we shine the light on Susan Bali, our Marketing Manager. Susan was born and raised in Toronto, although she did live in Montreal for 4 years while attending McGill University. Prior to working at Rimrock, Susan worked in the industry as a Marketing Associate at Canada-wide Contracting. Before that, she worked for RBC Dominion Securities.

In her spare time, Susan loves being active. She enjoys hiking with friends and family, swimming, biking and jogging. Susan also loves exploring Toronto and finding new places to eat and walk around. If there is any time left over, she tries to do something creative like dancing, painting, or drawing.

Read on to find out more about Susan.

1. What do you love most about working at Rimrock & how long have you been here?

I’ve been here for just over a month now. I obviously love the people here. I love how dynamic the role is. There’s always a new problem to solve, and that keeps things interesting.

2. What is your favorite place that you have visited and where is your next dream vacation spot?

It’s hard to pick one place. Visiting the Italian Coast (Sorrento and Capri) and Monaco, were out-of-this-world experiences for me. I went to Hawaii a few years ago, and I think that was my favourite place. The people there, their laidback, island culture, and the amazing sites and activities, make it my favourite spot to visit. I would eventually love to visit the Greek Islands, Portugal, and Morocco.

3. What TV shows/music/apps/Podcasts are you currently obsessed with?

I love the OneNote app on my phone! I love how it links to the OneNote notebook on my desktop, so I can update my notes if I think of anything when I’m not at my computer. The Carrot app is also fun- you earn Scene points by taking steps.

I’m just getting back into Podcasts, but I’ve been watching a lot of interviews with Scooter Braun. He’s a powerhouse in the entertainment industry, yet so humble. He’s famous for being Justin Bieber’s manager, but he’s really an excellent businessman who I think people can learn a lot from.

The last TV show that I watched was Fauda. I highly recommend it!

4. If you could have a drink with anyone (fictional, alive, dead, famous, non-famous) who would it be and why?

It’s hard to pick just one person! I would love to have a drink with Elon Musk or Jacqueline Kennedy. He’s such a visionary and I would love to pick his brain. She was such a larger-than-life figure in her own right, and I would love to hear about her time in the White House.

5. Tell us a “fun fact” about yourself or your “secret talent” that your colleagues might not already know.

I won a photography contest when I was 14 years old. Me and ten other teenagers from Toronto were awarded a free two-week trip to Milan to photograph the city and connect with ten teenagers from Milan. It was the most interesting trip I’ve ever taken because it was so out of my comfort zone.

6. Any pet peeves?

I hate loud chewers. My sister used to chomp so loudly on her cereal in the morning, that we would have to put a cereal box in between us to stop us from fighting about it.

7 Reasons to Deploy Dynamics GP in Microsoft Azure

We regularly get asked by clients if Dynamics GP can be deployed in the cloud. The answer is YES. While GP is still a solution that needs to be deployed on a server, it is one that can be deployed on a Cloud server. As a Microsoft Cloud Solution Provider (CSP), Rimrock provides its clients with the ability to deploy Dynamics GP in Microsoft Azure. Azure is Microsoft’s technology platform for delivering the cloud solutions that had previously been deployed on servers situated either on premise at a client’s office or in a third-party hosting facility.

To learn about the 7 Benefits of Deploying Microsoft Dynamics GP in Microsoft Azure click here, or contact us for more information.

Copy/Paste Your Excel Entry into Dynamics GP

We have a GP Life Hack to report!

We know that Excel is the easiest place to track and create Journal Entries. That’s why Microsoft Dynamics GP actually lets you copy/paste your Excel entry directly into GP.

You need a 4-column spreadsheet including: Distribution Reference (Line Item Description), the GL Account Number, Debit Amount and Credit Amount. You can also include a fifth column for Analytical Account Alias, if using AA.

 

Steps:
1. Copy all rows of the entry (don’t include the header row or the blank rows beneath the data)
2. Open a new JE window
3. Move your cursor into the Transaction Entry window
4. Hit the Excel Paste button

Just to note, when pasting into the transaction entry window, the accounts are validated, so if any errors exist, you will get a report showing which accounts they pertain to.

Tip: Attach the Excel file to the JE so you can reference it any time.

Now you can relax and enjoy the time you saved by not keying to grab a cappuccino!

Rimrock consultants are always available to help you out and answer any questions you may have. Please contact us and let us show you how to save time and take advantage of all the amazing functions Dynamics GP has to offer.

How to Make Reporting Easier with SmartList

Have you ever tried to find basic information in Microsoft Dynamics GP but didn’t know which of the hundreds of reports to refer to? This is where SmartList can help. SmartList is a quick, easy to use, customizable reporting tool that comes out-of-the-box with Dynamics GP. SmartList helps you access customized data and analyze it in an organized and efficient way. In the accounting world, it is vital to be able to create custom queries with predefined data that give you the information you want, when you want it.

 

SmartList offers numerous standard reports right out of the box including:
• Accounts
• Account Transactions
• Payables Transactions
• Purchase Orders
• Vendors
• Vendor Addresses
• Customers
• Prospects
• Sales Transactions
• Receivables Transactions
• Inventory Transactions
• Item Quantities
• Vendor Items

Once you’ve accessed a SmartList, you can modify and create selection criteria that will give you the specific data you want (AKA a favorite). You can then save it for use later on or even export it to word or excel. You can move the data, sort it, manipulate it or search within it. You can take that favourite one step further and modify the view to create customized views based on the users needs. It’s simple, easy, and quick.

What’s new and improved for SmartLists in Dynamics GP 2018?:

You can now password protect your favourites and share as read-only. This means other users can no longer delete or make changes to your SmartList without the password. Now your report configuration is protected.

Rimrock consultants are always available to help you out and answer any questions you may have. Please contact us and let us show you how to save time and take advantage of all the amazing functions Dynamics GP has to offer.

Get Started with Power BI and Transform Your Data

You may have heard about Power BI and are wondering what all the fuss is about.

Power BI Desktop is part of the Power BI suite and is a free download at the Microsoft Store.  Once downloaded you can connect to a myriad of data sources, including Dynamics GP, and begin to create dashboard views to visualize key data.  Leave your spreadsheets behind and engage your audience in a fresh, new way.

 

 

 

 

 

 

 

 

 

Download Power BI Desktop here.

 

If you are on Dynamics GP 2018 you can take advantage of the new Content Pack from Microsoft available for Power BI.  There is a selection of visualizations in Financial, Sales, Purchasing and Inventory that will demonstrate the power of this new tool.  You will first need to install and configure your OData service in Dynamics GP and then you will be able to view the included Filters and Column calculations.  The Content Pack is an excellent way to learn about Power BI and get you started designing your own reports.

 

 

 

 

 

 

 

 

 

 

Download the Dynamics GP Power BI Content Pack here.

 

For more information about Power BI, or for all your Dynamics GP questions, please contact us. We are always happy to help!

Have You Checked Your Backups Lately?

Your Dynamics GP runs on Microsoft SQL Server software, a relational database management system.  SQL, or as we call it “sequel”, is a software purchase that accompanies your purchase of Dynamics GP.  Microsoft SQL Server Management Studio is the application used for administering all components of your sequel server: users, security, stored procedures and most importantly, backups.

Your sequel server should be backing up Dynamics GP so that at any point in time you are able to restore from that backup and continue working.  These backups should be periodically stored permanently in rotation to the cloud or to a storage media that is secured off site and away from your office.

Questions for your I.T. personnel include:

1.      Are the backup logs checked daily?  If FAILS are noted, is the cause determined and then resolved?

2.      Are the backups capable of a successful restore?  Successful backups are not a definitive indication that a restore is possible.

3.      Are old backups being deleted so as not to fill up the server unnecessarily?  Check on a new plan daily to ensure it is executing as expected.

4.      Are the transaction logs properly truncating?  After a full backup is run, the transaction log should re-start otherwise the log will continue grow and can fill up a hard drive.

5.      Are existing plans checked monthly? A plan can stop running without warning, leaving you without a recent backup when you need it.

6.      Is the Sequel software kept up to date with the latest service packs?

If you have any concerns or would like a full review of your sequel backup plan please contact us.

For More Information or a Demo