for Microsoft Dynamics GP, Intacct and BI360 customers
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The Resource Newsletter - August 2016
for Microsoft Dynamics GP, Intacct and BI360 Customers
The Resource Group Transitions to Unlimited Support Plans       
The Resource Group will be moving to a new structure for help desk support for Microsoft Dynamics GP and Intacct cloud financial software. We are doing this change in order to offer our clients easier and faster access to support, reduce the amount of invoices you receive on a weekly basis, and reduce the overhead cost of providing stellar support to you, our valued customer.
 
The new support structure is the following: 
  • Be active on an unlimited support plan for Dynamics GP or Intacct.

  • Pay by credit card at the time of service for a support incident. The pay by incident will be $250 each and no longer billed on an hourly basis through an invoice.
The Resource Group has unlimited support plans that are tiered by the user count of your financial software solution. Please read the Unlimited Support Plan FAQ document to learn what is covered in the plan.
 
There will be no changes for how we handle onsite consulting work, training and maintenance for your software solutions. This will continue to be billed per your contract, statement of works and quotes with The Resource Group. 
 
If you do have any questions or wish to enroll in an annual support plan, please contact us at 425.277.4760 or email us.
 
Upcoming Events and Webinars
Webinar: Live Reporting from Dynamics GP
Sept 7 | 2 pm PT
Register now
The BI360 Reporting module offers live reporting from Microsoft Dynamics GP. The native excel-based tool will enable you to create reports from any module in Dynamics GP. Furthermore, users can consolidate data sources into one system and create reports with a single tool.


Here are MORE than just a few reasons why: 

  • Integrated Business Intelligence Suite: Reporting, Budgeting, Dashboard & Data Warehouse 
  • Both Excel and Web-based  
  • Improves performance 
  • Presentation Quality Excel Formatting 
  • Drag and Drop Report Design 
  • Real-time out-of-the-box integration to Dynamics GP 
  • Can integrate to 3rd party, custom tables/fields and other data 
  • Financial Reporting (GL), Operational Reporting (AP, AR, Sales, Projects, etc.) 
  • GL + Detail Budgeting and Reporting 
  • Drill to transaction (subledger) details 
  • Provides an alternative to Management Reporter (MR) and much more. 
Webinar: Discover Powerful Excel and Web-based Budgeting & Forecasting
Sept. 21 | 2 pm PT
 
  • Is your budgeting process time-consuming and reliant on static spreadsheets? 
  • And would you like to streamline your budgeting process? 
  • Would you like your Reporting solution to be both Excel and web-based? 
If you answered YES to any of the questions above, join us for our upcoming webinar for a demonstration on improving your Forecasting and Budgeting with BI360. Learn how you can help your organization make informed decisions and simplify your Business Intelligence needs.
​​Thinking About Moving Your ERP to the Cloud? Learn About Intacct
Dashboards Made Easy with Intacct Cloud ERP
September 15 | 10 am PT
 
We'll show you how simple it is to create dashboards that pull information directly from the ERP system into intuitive, informative and useful formats of your choosing.
 
We’ll create a Dashboard together that contains Key Performance Indicators (KPIs), graphs, charts and reports, allowing us to drill-down to the underlying data directly from any one of these components.
 
Got Workflow?
Oct 11 | 2 pm PT
 
Let The Resource Group show you how Intacct can put the power of automated workflows in your hands.
 
Learn how built-in, electronic approval capabilities provide you the ability to see the complete history of a transaction, not only allowing you to put in place proper accounting controls, but creating complete visibility into your system.
 
View all of our upcoming events and webinars!
 
Take an Intacct Product Tour
Intacct provides you with real-time financial and operational visibility throughout your business. Ensure security and compliance with robust financial controls. And extensive automation empowers you to streamline business processes, reduce labor, and save costs.
 
Learn more by taking a product tour, or contact us at 425.277.4760 or info@resgroup.com.
 
Microsoft Dynamics GP Tip and Trick of the Month
Rename Fiscal Periods
Administration Page – SETUP-COMPANY-FISCAL PERIODS

 

You can modify fiscal period names to make reports and inquiries easier to read:


 
Intacct Tip and Trick of the Month
Filtering Lists with Wildcards
Intacct provides outstanding lists, called Views, of records within the system that are extremely easy to sort and search. As an additional bonus, Intacct allows the use of wildcards to filter Views by using the percentage sign. In the image below, a search has been conducted for any Vendor Name with “or” in it.

 

Results for %or%

 
Get Ready for Intacct Advantage
Oct. 24 - 28, 2016 | Orlando, FL
Save the Date: GPUG Annual Summit
Oct. 11-14 | Tampa, FL
Join The Resource Group team in Orlando for the Intacct Advantage Conference. You won't want to miss the premier event for Intacct customers and partners to discover what's new, learn new capabilities, and gain strategic insights. Learn how to gain even greater value, efficiency, productivity, and performance from your Intacct implementation. Learn more.
GPUG Summit 2016 will include 200 user-led, role-based educational sessions covering current and past versions of Dynamics GP. With over 1,000 Dynamics users, partners and industry experts expected to attend, Summit also provides a unique opportunity to make resourceful connections with Dynamics peers in the same role, industry and geography. Learn more.
 
What Your Boss Wants You to Know About VSOE
 

VSOE is commonly used by companies that sell software products and services in multiple-item bundles. This form of revenue recognition tracks the fair market value of an item sold individually, as opposed to the assigned sales value of the item sold as part of a multi-item bundle. Watch our video to learn more.

Where Did My MR Reports Go?
by Kayla Schilling, The Resource Group
 
If you have upgraded to Management Reporter (MR) 2012 CU14 or CU15, you may have noticed that your Management Reporter reports are missing from the Dynamics Microsoft is aware of the issue. Read on

 
Fun Fact
  
To produce a single pound of honey, a single bee would have to visit 2 million flowers.
 
425.277.4760
The Resource Newsletter is brought to you by The Resource Group, a Microsoft Dynamics Gold Partner, Intacct provider, and BI360 Gold Partner. If you have any questions or suggestions, please contact us at 425.277.4760 or info@resgroup.com.
 
The Resource Group | 600 SW 39th St., Ste. 250, Renton, WA 98057 |
www.resgroup.com
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