SelectCostTransfer Product Update

We are excited to share with you that the wsTOOLS team has added new functionality that improves the purchase order transferring process in SelectCostTransfer for versions 2015, 2016, and 2018.

Previously when transferring a line item from a purchase order that was received, it required the user to select both the PO and Receiving entries before transferring.

With this enhancement, it lessens the burden on the user. Now, when transferring a line item from a Purchase Order that has was received, SelectCostTransfer will select all the related transactions automatically and will also be transferred.

Please join us on Wednesday, August 15th at 12pm CST for a closer look at these changes. You can register here.

If you have question or want the download of the newest release of SelectCostTransfer, please email Brandon.

The Wonderful World of SYNERGY


Walt Disney World: Swan & Dolphin Resort – Orlando, FL

April 23-26, 2018

Our wsTOOLS team is packing up their warm weather clothing and getting ready to head to Orlando, FL for Synergy 2018.  We’re a 3-star sponsor this year and will be showcasing full line of wsTOOLS features for KEY2ACT Signature and GP.  Our big focus this year surrounds the new modules released for our DispatchCenter solution.

Below are the following sessions that we have scheduled:

Optimizing GP with wsTOOLS
Monday, April 23
1-2 pm EST
Mockingbird 2 Room

Where There’s Opportunity… There’s wsTOOLS CustomerCare!
Tuesday, April 24
2:15 – 3:15pm EST
Macaw Room

Top wsTOOLS for Your Success 
Wednesday, April 24
11am – noon EST
Parrot Room

And if you are attending Synergy next week… we invite you to join us Tuesday, April 24th at Jellyrolls Dueling Piano Bar for music, drinks and fun. This encore party is back by popular demand after it’s success at our last Synergy trip. The fun starts at 7:00pm and is FREE admission with your RSVP registration.  Jellyrolls is just a quick walk from the Walt Disney World Swan and Dolphin Resort, so head on over to sing, clap, and laugh along as we let the good times roll.


Thank you to event sponsors wsTOOLS, Nodus, and Greenshades

Overall it should be a great week of learning and fun on the Walt Disney World grounds.

Turn Prospects into Customers

Implementation Specialists has created new software to help you better manage the Prospect to Customer lifecycle. wsTOOLS Prospect program takes a proactive approach to help businesses seamlessly connect tasks, quotes and contacts, allowing your sales and service departments to follow through on each prospect, from the initial contact to the end result – a satisfied customer.

Conversations with HVAC, Plumbing, Electrical, and other related industry experts steered our team to design processes and products to integrate Field Service, Sales, and Accounting across a single platform, making more efficient use of your time.

The April 4 webinar will show you how to integrate this new software, forging a strong internal team who knows the next step in the process to turning a prospect into a customer.

Over the next few weeks, our wsTOOLS team will unveil our new DispatchCenter functionality driven by direct customer feedback, such as a module to synchronize prospect information between GP and KEY2ACT.

In our Webinar Series we will share customer experiences, complete with hands-on demonstrations, testimonials, and webinars to give you peer-driven solutions to overcome common productivity bottlenecks between departments.

Join us for our first topic on Wednesday April 4th at 12PM CST.

First look at the new Prospect module


New IRS Withholding Calculator for completing new W-4 forms for 2018 Tax Year

The IRS has released a new W-4 form and an updated W-4 Calculator. Reviewing and completing a new W-4 form is encouraged to do every year, even more important this year, because of recent changes to the tax law for 2018. The Calculator helps you identify your tax withholding to make sure you have the right amount of tax withheld from your paycheck at work.

If employees choose to adjust their withholding, they can now complete and submit the revised Form W-4 to their employer.

The IRS also posted new Withholding Calculator Frequently Asked Questions.

“Following the major changes in the tax law, the IRS encourages employees to check their paychecks to help ensure they’re having the right amount of tax withheld for their personal situation,” Acting IRS Commissioner David Kautter said in a statement.

The IRS is not Requiring employers to obtain new W-4s from their employees, however it is recommended employers notify employees, using the W-4 calculator and if necessary, submitting a new W-4 to their employer’s payroll department is encouraged for a more accurate withholding of taxes for 2018.


2018 W-4 Form

W-4 Calculator

W-4 Calculator Frequently asked questions

Changing Income Brackets


I hope you found this information useful!

-Margi Jandro, Consultant with Implementation Specialists



wsTOOLS will be at GPUG Amplify & presenting at DocLink Evolution 2017 this week!

wsTOOLS Team to Sponsor Evolution 2017, Altec’s Annual Conference for DocLink Customers and Partners

The wsTools team will demonstrate “Creating Efficiencies and Simplifying Work in Dynamics GP” at Evolution 2017 from March 20th-23rd, 2017 in Newport Beach, CA.

Hawley, MN — March 20, 2017 — wsTOOLS, the development arm of Implementation Specialists, announced today its sponsorship of Evolution 2017, Altec’s annual DocLink customer conference. The event will take place from March 20th-23rd, 2017 in Newport Beach, CA at the Newport Beach Marriott Resort and Spa.

DocLink document management is a powerful solution that allows organizations to transform outdated business practices to increase efficiency in the workplace. Streamlining document routing and automating workflows supports corporate compliance while providing secure and easy access to all documents. Evolution 2017 will unite DocLink users and partners for four invaluable days of learning and networking. With a schedule boasting a convenient Expo center, technical help at DocLink Interact and 40+ expert-led sessions on separate, focused tracks, the event aims to help businesses progress with actionable takeaways.

Channel partners will have the opportunity to take advantage of tracks designed specifically to equip resellers with the best tools and strategies to deliver first class solutions, such as DocLink and wsTOOLS to their clients. DocLink users will learn how to expand and optimize their systems, explore creative ideas on new use cases, hear best practices from other DocLink users, discover the complementary applications of ISVs such as wsTOOLS and be inspired to evolve their businesses as DocLink grows with them.

wsTOOLS will showcase its enhancement tools for Dynamics GP at Evolution 2017. In addition to exhibiting each day in the Expo center, wsTOOLS will present a breakout session on Tuesday, March 21 from 11am-12pm (Pacific) titled “Creating Efficiencies and Simplifying Work in Dynamics GP.”

“Last year’s inaugural Evolution conference was a giant success, providing our customer and partners with important information about our flagship DocLink solution,” stated Don Howren, President and COO at Altec. “We are delighted to once again be able to offer our customers and partners the information and support vital to grow business through DocLink and complementary applications such as wsTOOLS,”

About wsTOOLS

For more information about wsTOOLS, please visit

For more information about Evolution 2017, please visit

About Altec

Altec is a leading provider of integrated document management and workflow solutions. Its flagship product, DocLink, enables companies to capture, archive, workflow, and route any document for any process, anywhere. Connecting data for thousands of customers globally, Altec also enjoys strong, collaborative partnerships with ERP solution providers such as Amtech, Epicor, Microsoft, Sage, and SAP B1 to provide the most comprehensive enterprise document management solution. Learn more at

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