Starting October 1, 2022, Microsoft announced that emailing using Basic Authentication will no longer be available for clients using Microsoft (Office) 365 or Exchange Online services. During this webinar, we’ll walk you through the steps you need to take to make sure you’re prepared and prevent disruptions to your workflow.
Dynamics GP
WEBINAR: Cavallo’s Key2Act Connector
Cavallo SalesPad Key2Act Connector simplifies your sales processes so you can focus on more critical tasks. Stop manually updating your orders: Data about jobs and service calls are included automatically, increasing visibility across your operation.
How to Tackle Billing Issues in Dynamics GP
Are you suffering from billing issues in Microsoft Dynamics GP? During the course of your workday, situations arise where you need slick, simplified methods to fix invoices while running KEY2ACT. Two wsTOOLS, VoidMaintenance and VoidReOpen, will have you running to your service manager asking, “Do you realize how many times a day these products could be beneficial to me and our company?”
It’s pleasing to hear exactly how these tools can help your Dynamics GP billing issues and improve daily functions. VoidReOpen returns the costs back to the service call for re-billing, reducing the need to issue credit memos and create additional invoices. Missing charges can be added or adjusted on the missing invoice.
On that same note, VoidMaintenance will reverse a maintenance invoice out of receivables and allow you to regenerate the invoice with the proper corrections. Even better, a recorded history of voided documents is kept for reporting purposes in both products
If your service manager is not yet convinced, Cheryl Simmons, Vice President and peer-proclaimed tools guru, simplifies the functionality of these tools for the end-user: “If one needs to void a service invoice due to a mistake or customer request, it can be voided while having the costs return to the service call. This way, any adjustments that are needed can be made. The same is true for a maintenance invoice. It turns back the contract information prior to running the voided maintenance invoice in question.”
Intrigued but wanting to see the solutions in action? Our webinar on January 26 at 1:00 CST will satiate your hunger. You guessed it, Cheryl will be running the show. Register for the Tools to Tackle Billing Blunders webinar here: Tools to Tackle Billing Blunders.
We look forward to “seeing” you at the webinar.
GPUC 2020: Gain practical knowledge that can be IMMEDIATELY applied
Join us Mid-November for K2A Day & GPUC 2020! These virtual events are filled with incredible learning and networking opportunities.
If you haven’t been yet, well, missing it would just be plain silly. Why?
6. K2A Day (November 16th and 17th) – With over 25 virtual educational trainings, including hands-on training and solution overviews, there’s a session for everyone. Learn more here.
5. GPUC: Great Plains User Conference (November 18th – 20th) – Spend 3 days with our team of experts as we deep dive into 50+ virtual sessions. Learn more here.
4. It’s work and home friendly – five-days of fabulous content and networking!
3. Hone your skills and career with both events. Your brain will hurt.
2. All sessions yielding quality time with your peers and subject matter experts.
1. Working with Great Plains is an exciting place, let’s get together to learn and grow.
We look forward to seeing you virtually!
5 Popular Payroll Tools
We made it to August! With fall quickly approaching and cooler temps, that can only mean one thing for payroll teams, one month closer to Year End. This month, we are featuring our payroll tools to help streamline and create more efficient payroll processes for you and your team. Here’s a breakdown of our 5 most popular tools for payroll:
PayrollRewind
Take the headache out of payroll check voids with PayrollRewind. This tool eliminates the need to void an entire payroll batch if there is only one mistake.
PayrollHandoff
Separate the payroll processing duties and add a layer of security with PayrollHandoff by segregating the payroll processing duties. Learn more about PayrollHandoff here.
PTOLiabilityReport
An easier way to sum up employee sick time and vacation time accruals by department that’s been formatted to copy/paste in GL.
FTERefreshableReport
The Full-Time Report provides a view of an employee’s and a department’s total hours and wages paid for a period of time. This can be used in reporting to government agencies and for internal uses, such as actual wages vs. budget and forecasting budgets.
Drawer
With Drawer, easily categorize your documents into folders, centralize employee, customer, vendor, and inventory attachments, secure documents, and secure each folder for additional protection.
Interested in learning how these tools can work for your business? Take advantage of our August payroll package. Contact us for more information, our team would be happy to help!
Streamline and Simplify your Payroll Processes
Spring Has Arrived!
Now is the time to get into the swing for the Triple-Play Payroll Package to streamline and simplify your Payroll Processes. What are the odds your company can see a smoother process for payroll this year? We assure you there are better odds than the actual odds of seeing a live baseball triple play of 1:325.
Join us for a Webinar to learn how to save time and money by deploying these three Payroll Tools this spring to enjoy the efficiency throughout the whole year.
WEBTimeEntry
Save time, with an effective way to submit labor, travel or expenses through WebTimeEntry. A quick, easy transaction into service calls or jobs using devices your workers are familiar using, a phone, tablet, or desktop. Entries flow into Key2Act saving payroll professionals hours every week.
(Sold as a product not by user count.)
PayrollRewind
Speed up the process of voiding a payroll check with PayrollRewind! Eliminate the VOID of an entire payroll batch, return the transaction back to the payroll and rebuild for calculation without re-keying. The voided deposit is removed from the ACH File prior to sending to the bank. Time for efficiency to ensure a stress free payroll process this week and each month throughout the entire year.
TimeCorrect
With TimeCorrect, automatically create a reverse entry of a committed TimeTrack labor transaction. Enter another labor transaction to be edited with the appropriate corrections. Conveniently, enters both new and reversed labor transactions in the same process.
Eliminate duplicate entries and the multiple revisions typically needed when an error occurs. Payroll is updated, the adjusted values show up correctly in Benefit, Union and Payroll reports.
Interested in using these Payroll Triple-Play products for your business? Contact us for more information.
Now that you have freed up your time, how about we meet you at the baseball park to watch for a triple pay together?
– Judy Thompson, Sales Account Executive
