ADJUSTING TO CHANGE:

TAKE CONTROL!

SMARTLIST DESIGNER: A NEW FREE TOOL FOR YOU

DESIGNING AN EFFECTIVE

CHART OF ACCOUNTS

Spring 2014 | 3

spring 2014 | www.gpug.com In Every Issue

5 From the Director

6 Regional Chapter News

7 Events

8 Welcome to Our New Members

9 Meet Your GPUG Leaders

10 On Topic

20 Name That Photo Contest

21 Top Collaborate Discussions

33 Word Find

37 Volunteer of the Quarter Mark Polino

39 Academy Corner

39 Find the Logo Contest

41 The GP List, from The Partner Channel

Features

12 User Member Showcase The Gorilla Glue Company

14 Designing an Effective Chart of Accounts

18 Tips & Tricks SmartList Designer: Using the New Free Tool from Microsoft Dynamics GP 2013 (Service Pack 2)

22 Member in Action National Youth Advocate Program

24 The Only Person Who Likes Change is a Wet Baby

26 Tips & Tricks Control SSRS Background/Text Color from SQL Script

32 Microsoft Member Showcase Brian Meier

35 The “Benefits” of Benefits in Payroll

36 Updates and Changes from ISVs

38 ISV Partner Member Showcase eOne Solutions

ADJUSTING TO CHANGE:

TAKE CONTROL!

SMARTLIST DESIGNER: A NEW FREE TOOL FOR YOU

DESIGNING AN EFFECTIVE

CHART OF ACCOUNTS

Advertiser Index

Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Business Computers (Time Matrix) . . . . . . . . 7

GPUG Summit 2014 . . . . . . . . . . . . . . . . . . . . 40

Greenshades Software . . . . . . . . . . . . . . . . . . 2

Integrity Data . . . . . . . . . . . . . . . . . . . . . . 34, 37

JOVACO Solutions . . . . . . . . . . . . . . . . . . . . . 29

k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Kamp-Data, Inc. . . . . . . . . . . . . . . . . . . . . . . . .13

KTL Solutions, Inc. . . . . . . . . . . . . . . . . . . . . . 20

Mekorma . . . . . . . . . . . . . . . . . . . . . . . . . . .30-31

MetaViewer from Metafile . . . . . . . . . . . . . . . 60

Sierra Workforce Solutions . . . . . . . . . . . . . . 23

WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

contents

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Spring 2014 | 5

If there is one thing I’ve experienced in my 31 years of Microsoft Dynamics, it is

change. I started back in the day before IBM had personal computers! Just think of

the tremendous changes we have since adopted and can’t live without.

We are living in exciting times. Many of you are upgrading and taking advantages

of the great work of Microsoft Dynamics GP 2013, which means you likely made a reporting

solution switch. Perhaps your field team is asking for device connections, or your management

wants easy access to business intelligence. This is a lot of change, and oftentimes it comes at a

pace faster than we can manage.

While exciting, change can also be stressful. Here’s a great quote from Albert Einstein on

the subject: “The measure of intelligence is the ability to change.”

In order to get ahead as a company or a professional, you need to accept change. We live

in a fast-paced world where changes are exciting, required, and necessary. Now more than

ever, networking with others who have or are experiencing the same changes as you is very

important.

GPUG® offers several educational and networking opportunities to leverage as you go

through change. We host regular Special Interest Group (SIG) sessions, Regional Chapter

meetings, Distance Learning, and GPUG Collaborate, to name a few. Never in the history

of Microsoft Dynamics have you had so many opportunities. It’s time for change and to get

connected so you can keep up.

In this issue, you will read about experiences our Members have shared with us as well as

changes they are undergoing. You’ll hear from Microsoft on new updates including Microsoft

Dynamics SmartList Designer. You’ll gain insight into security changes, an important concern

with all that has recently unraveled in the retail industry. This robust magazine is a must-read

issue full of great learning; please share it with others in your office.

Enjoy, and if this Convergence is the first you’ve heard of GPUG, we encourage you to

join the GPUG family. We educate and support each other during times of change while

continuing to move forward.

Test your intelligence…listen to and adopt the words of advice from Albert Einstein.

Respectfully,

Kim Peterson

GPUG Director

Going to the Next Level...

Sherry Linares

letterfrom the gpug director

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Adjusting

To Change...

Kim Peterson

6 | GPUG Magazine

GPUG® Regional Chapter Fun

Facts

Meetings Held in 2013: 99

Meeting-in-a-Box 2013 Topics:

» 1099 Reporting Best Practices

» Year-End Close Tips and Tricks

» Why Payroll and HR?

» Microsoft Dynamics GP 2013 Highlights

» Fixed Assets

» SmartList Tips

» GPUG Collaborate

» 50 Tips for Closing Month-End

» What are Navigation Lists?

» Electronic Banking

Largest U.S. Chapter:

Carolinas – approximately 100 registrants throughout

2013

Second Largest Chapter:

Washington, DC – approximately 75 registrants

throughout 2013

newsregional chapter news

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Up-and-Coming Chapter:

St Louis, Missouri – This is our host city for Summit

2014, and the chapter there, which launched in September,

is growing quickly. The news about this chapter – and the

prime content it delivers for its Members – is spreading

throughout the St. Louis metro-area and contributing to

its success. The chapter leaders were quick to pick up on

their responsibilities and have focused on their goal of

delivering a dynamic chapter meeting each quarter.

New Chapters in 2014:

» Baltimore, Maryland

» Seattle, Washington

» Detroit, Michigan

Current Regional Chapter Locations:

» Arizona (Phoenix)

» Arizona (Tucson)

» California (Northern)

» California (Southern)

» Carolinas

» Colorado (Denver)

» Florida (South)

» Florida (Tampa Bay)

» Georgia

» Illinois (Chicago)

» Indiana/Kentucky

» Kansas (Kansas City)

» Louisiana (New Orleans)

» Maryland (Baltimore)

» Michigan (Detroit)

» Mid-Atlantic (Phila/DE/NJ)

» Minnesota (Minneapolis/St. Paul)

» Missouri (St. Louis)

» New York (Upstate Albany)

» New York/New Jersey

» North Dakota (Fargo)

» Ohio

» Ontario

» Oregon (Portland)

» Tennessee (Nashville)

» Texas (Austin)

» Texas (Dallas/Ft. Worth)

» Texas (Houston)

» Utah

» Washington (Seattle)

» Washington, DC

» Wisconsin

Interested in leading a chapter?

We’re currently recruiting leaders for

the following areas. Please contact

Whitney Derks at Info@gpug.com for

more information.

» Alabama

» Canada

– Western, Central, Eastern

» Florida (Northern)

» New England

» Pennsylvania (Central)

» Pennsylvania (Northeastern)

» Pennsylvania (Pittsburgh)

» Pennsylvania

(So. Central/Lancaster)

» Virginia

» Virginia (Central)

» Virginia (Hampton Roads area)

Spring 2014 | 7

eventssessions meetings courses

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The event calendar on www.gpug.com and the weekly GPUG® newsletter are your best sources for the latest GPUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting GPUG event.

The Partner Connections

Event

OCTOBER 13-14 | ST. LOUIS, MISSOURI

www.thepartnerconnectionsevent.com

GPUG Academy Pre-

Conference Training

OCTOBER 13-14 | ST. LOUIS, MISSOURI

www.gpugsummit.com

GPUG Summit 2014

OCTOBER 14-17 | ST. LOUIS, MISSOURI

www.gpugsummit.com

Microsoft Dynamics GP

Partner Conference

NOVEMBER 10-12 | FARGO, NORTH DAKOTA

Event details coming soon

Regional Chapter Meetings

MARCH 11 – Colorado (Denver) | Louisville

MARCH 13 – Upstate New York | Latham

MARCH 18 – Georgia | Atlanta

MARCH 18 – Maryland (Baltimore) | Glen Burnie

MARCH 18 – Utah | Salt Lake City

MARCH 19 – Florida (Tampa Bay) | Clearwater

MARCH 20 – Arizona (Tuscon) | TBD

MARCH 20 – Michigan (Detroit) | Southfield

8 | GPUG Magazine

AAA New York

Adcare

Alexander Lumber Co

American Counseling Association

American Petroleum Institute

California Insurance Guarantee

Association

Champion Container Corporation

Circa Lighting

Clinicas del Camino Real, Inc.

Cogent Communications

Coldwell Banker First Realty

Columbus Radiology Corporation

Crossroads Community Church

Data Dimensions Corp

Data2 Corporation

Dean McGee Eye Institute

Distant Lands Coffee

Exacta

Floform Countertops

Forest City Trading Group, LLC

Four Little Devils Farms Inc.

Gemini Industries, Inc.

Goodwill Industries of North Louisiana, Inc

Graystone Ophthalmology Associates PA

Haynes Mechanical Systems Inc

Hunt Brothers Pizza, LLC

Meet one of

our newest

Premium

Members...

National Material LP

National Material LP is an Elk Grove Village, Illinois-

based multinational diversified holding company.

National Material first started in the metal processing

business during the 1960s and soon developed into a

billion dollar, vertically-integrated company in the

steel sector, with additional holdings in raw materials,

stainless, high-performance alloys, aluminum, and

manufacturing. 

“With upgrading to a Premium membership, we are able to take advantage of more benefits such as training discounts and Premium-only webinars and events by paying a reasonable membership fee.”

“Microsoft Dynamics GP is our core financial

system, and our goal is to develop more and more

subject matter experts on Microsoft Dynamics GP

knowledge,” says Sandy Li, director of financial

planning and analysis for National Material. “We have

found that GPUG is an informative, educational, and

collaborative community; however, with upgrading

to a Premium membership, we are able to take

advantage of more benefits such as training discounts

and Premium-only webinars and events by paying a

reasonable membership fee.” GPUG

Premium User Members

Added Last Quarter

membersw e l c o m e t o o u r n e w m e m b e r s

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Welcome to the new Members who have invested in GPUG®

Premium membership and Partner membership this year! Each

new Member adds value not only to their own organization, but

also to the entire GPUG community as they share their knowledge

and experiences. Please note that these organizations have given

GPUG permission to share their name publicly.

HyLife Ltd.

International Center for Alcohol

Policies (ICAP)

Maryland Health and Higher

Educational Facilities Authority

Mid Hudson Cable

Murata Machinery USA, Inc.

National Association for the

Education of Young Children

National Material L.P.

Nationwide Energy Partners

NTIC

Optus, Inc.

Orange Barrel Media LLC

PHC Holding Group, LLC

ProSolutions, Inc.

Quality Distribution, Inc.

S&M Moving Systems

S. Corlauzzo Co Inc

Sagicor Life Insurance Company

Saskatchewan Blue Cross

Smith Engineering

The American Ceramic Society

Thruway Fasteners

TNT Crane & Rigging

Winnipeg Convention Centre

KnowledgeLake

WatServ

Premium Partner Members

Added Last Quarter

Spring 2014 | 9

COMPANYThe Gorilla Glue Company

TITLEinformation technology systems administrator

EMAIL Aaronback @gorillaglue.com

What made you decide to become a GPUG® board member?

I did it to help continue the GPUG vision, help with GPUG direction and

decisions, be a part of a great organization, and, ultimately, get the message

out to Microsoft Dynamics GP Users that GPUG exists and can provide

great learning and resource opportunities.

What is your vision for GPUG?

My vision is to see continued growth in Members, continued education of

Microsoft Dynamics GP Users, and more online/offline tools for Users to

access to grow or enhance their knowledge.

Aaron Back

COMPANYCoopers DIY Beer

TITLEVP operations

EMAIL Rickz@mrbeer.com

What made you decide to become a GPUG board member?

There were many things that I wanted to bring to my local chapter that I felt

could help. When I was approached to be on the board, I saw an opportunity

to take those ideas to the top and flush them out with other board members.

On a more personal note, when I see something of value, I go after it and

want to participate. This is one of those things. It has value, and every

month it is actively creating additional value for the GPUG community. I am

honored to be a part of it.

What is your vision for GPUG?

There is not one single vision for GPUG. Every quarter we have ideas and

questions that are addressed by all board members. My “vision” includes the

great ideas of the group, ultimately creating a unified vision. 

Rick Zich

leadersmee t your gpug l e aders

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GPU

Please join us in extending a warm and grateful welcome to

Aaron Back and Rick Zich, who joined the GPUG® Board of

Advisors in December. Each year GPUG seeks new board

members to serve as the “eyes and ears” for the community and work

with the GPUG team to ensure we’re delivering fantastic content and

resources for you. After nominations are received, candidates are

reviewed by the existing board and selected individuals are asked

to join the Board of Advisors. Both gentlemen have great ideas and

energy and we’re so glad they’re willing to share this with GPUG and

its membership. Read on for more information about Aaron and Rick.

GPUG welcomes two new

members to the Board of Advisors!

topicon

Keeping You Up: Rest Easy Advice:

Leaving Microsoft FRx

Migration to Management

Reporter 2012

Bringing In or Improving

Business Intelligence

Gaining More from Your Microsoft

Dynamics GP Investment

Having Accurate Information

to Work With

Being Efficient and

Automating Processes

Upgrading

Write up goals as if you are starting over; document your must-haves. Pool talent of your staff, do you have SQL

talent, etc. Research available replacements. Ask fellow peers for advice on GPUG Collaborate. Attend Special

Interest Group (SIG) sessions/watch recordings. gpug.com > Member Resources > Microsoft Dynamics GP 2013

Resources. Begin to graph out points you find on options; know where must-haves are covered. Consider ROI.

Leverage the Microsoft FRx migration tool. Evaluate reports that are most important and put a plan together

on what should migrate to MR; make plans for dropping unused reports; research the leveraging of other tools

to make reporting easier.

Start by using Microsoft Excel and record what you think you want to track. From there, tweak and come up

with a proven list of reports. Consider leveraging Business Analyzer, and use the dashboards provided. Once

you know what you want to monitor, use these tools or consider a third party who specializes in this. NOTE:

Start with what already exists and let it evolve. Understand that true BI will be constantly changing, so do not

wait until it’s perfect to use.

Average User is only using 30 percent of what Microsoft Dynamics GP offers. First consider doing a “wellness

check” with your Partner. Leverage educational offers available such as webinars, 50 tips, books on Microsoft

Dynamics GP, etc. Then conduct internal education through lunch and learns or quick sessions. Start with one

new process a month and go from there. Soon new processes will become habit for everyone. You will soon

gain a better ROI on your investment and processes will improve.

Conduct a process review with your staff. Understand if they are doing processes as planned; improve where

you can. If you don’t process data correctly, your reporting will not be accurate. Have employees understand

the importance of what they are doing as it pertains to reporting and then ultimately to business decisions.

To automate, first have manual processes well-defined and documented. Perfect them and then begin to

automate them. Consider setting up Business Alerts. Schedule reports that help with checkpoints of how

work is being done. Do process reviews annually with your Partner or during changes in operations.

Staying on a supported version is far too important to ignore. Set up a documented plan to plan and execute

from. Leverage tools and checklists offered by Microsoft: http://community.dynamics.com/gp/b/dynamicsgp/

archive/2013/03/28 upgrade-planning-let-s-get-started.aspx; RSS Feed the Upgrade blog series:https://

community.dynamics.com/gp/b/dynamicsgp/archive/2013/03/25/microsoft-dynamics-gp-2013-upgrade-

blog-series-schedule.aspx; Understand third-party products’ status on versions, method, and document. Set

up a test environment to not only test, but also for Users to leverage/learn before going live.

What Keeps You Up at Night?Oftentimes during a GPUG® meeting you will hear,

“What keeps you up at night?”. It’s a phrase we like to

kick off discussions with as a group. The meaning of

GPUG is to help, help fellow peers learn and network to

understand they are not alone and to get answers. This

article outlines responses we received when we asked our

membership that same question: What keeps you up at

night? We then asked a group of subject matter experts

for their advice on the challenges. We hope the following

suggestions help you sleep better!

Rest Easy Advice:

10 | GPUG Magazine

Top Recommended “Help You Sleep at Night” Resources:

» GPUG: Webinars/recordings, GPUG Collaborate,

GPUG Summit, Regional Chapters, and www.gpug.

com.

» Your Partner is always there to guide and educate you,

with experience and knowledge of your organization

and set up.

» Microsoft Dynamics GP Blogs – There are RSS feeds

of many of the most popular blogs (listed on www.

gpug.com>Member Resources > Bloggers Corner).

» The LIST (found in GPUG Magazine) lists third-party

solutions.

Keeping You Up: Rest Easy Advice:

Third-Party Solutions

Leveraging Devices

Month-/Year-End Processing

The Unknown

Internal Controls and Security

Changes are Happening

So Fast and Often

Integration

Research products’ stability and integration. Ask for references; you need to know the number of installations.

Understand if customizations are needed and what the upgrade path will mean. Understand implementation

plans, training, and support practices.

Consider moving to Web client. When considering third-party apps, ask for their roadmap and strategies for

devices. Have a BI strategy and process in place before you implement devices.

Make a strategic decision on when you need to close month- and year-end. Then work backwards on a

scheduled plan. Consider Accolade Publications’ book on year-end (www.accoladepublications.com). Take

GPUG Academy course on best practices. Review past GPUG webinar recordings.

Keep dialed into GPUG Collaborate for what topics are hot. Sign up for blog postings (GPUG Bloggers Corner,

www.gpug.com/member-resources/bloggerscorner/). Set up a test system so that you have a playground to

try things. Set up a calendar on taking time to learn. Attend meetings and conferences to hear from peers.

Read books on Microsoft Dynamics GP. Once you uncover new processes, plan on how and when you share

with other Users. Make learning a planned practice.

Attend the new Security SIG. Schedule regular internal audits to check on policies and procedures. Ask Users

to do tests on other processes to see if they can break things in the test environment.

Schedule time to review service pack and roadmap information. Add http://Connect.Microsoft.com to Users’

desktops so that they contribute updates/suggestions themselves. Make it someone’s role to own updates

so that they will understand what is happening and when. Consider the ROI on projects before you move. If

possible, train internal staff to do upgrades instead of relying on your Partner.

Attend or watch recordings of the GPUG Integration Showcase Series to understand tools available. Hire talent

to do and manage integrations. A good database administrator is key in having solutions work well together.

When considering third-party solutions, know what their plans are for upgrading/tools/training when it comes

to Microsoft Dynamics GP. GPUG

Rest Easy Advice:

Spring 2014 | 11

Aaron Back’s agenda for the year ahead

makes a couple of things abundantly

clear. He’s passionate about growth.

And he’s confident that Microsoft

technology – specifically, Microsoft

Dynamics technology – is the way to make it happen.

Aaron is IT systems administrator for The

Gorilla Glue Company, which for more than a

decade has been selling glue first discovered in

Indonesia. From its four-building headquarters

in Cincinnati, Ohio, the company offers Gorilla

Glue, Gorilla Tape, Gorilla Super Glue, Gorilla

Wood Glue, and Gorilla Epoxy. The glue products

are sold at many large retail chains as well as

independent hardware stores. The company

also sells skin creams developed specifically for

people with extremely dry skin through O’Keeffe’s

Company (www.okeeffescompany.com), part of

The Gorilla Glue Company.

“We started out with a focus on sales and

marketing, getting the products out and creating

brand recognition,” Aaron says. “Slowly we’ve

evolved into manufacturing right here in

Cincinnati.”

The Year Ahead

Tying the separate units and functionality

together is a powerful lineup of Microsoft

technologies, each of which Aaron plans to amplify

this year.

The upgrade to Microsoft Dynamics GP 2013

is slated for Q1. “We’re going to add a robust

warehouse management solution,” Aaron says.

“Our goal is to streamline the pick, pack, and ship

process – picking the inventory from the shelves,

packing it, and then shipping it out the door.”

Currently, Gorilla uses the solution for both

core financials and manufacturing, which includes

inventory, purchasing, and anything related to the

supply chain. An add-on for EDI handles order

submission for many of the company’s larger

customers and then automates the importing of

related data into Microsoft Dynamics GP.

The benefits, Aaron says, are considerable.

“Microsoft Dynamics GP helps us streamline

throughout the financials,” he says. “The EDI

capability alone saves us from having to hand-

key thousands of orders. We’re also able to

automatically invoice many of our orders, which

saves a lot of time.”

To maximize the value of the IT investment,

Aaron works closely with Socius (www.socius1.

com), a Microsoft Gold Partner. In fact, Aaron

says the ease of customization is one of Microsoft

Dynamics GP’s chief benefits. “Since each

company is unique, the ISVs are key to addressing

specific needs,” he says. “We rely on ISVs for help

with our operations, including the supply chain,

purchasing, and planning.”

In addition to the Microsoft Dynamics GP

upgrade, Aaron plans to have Microsoft Dynamics

CRM up and running by Q3. “I’ve had a wonderful

experience with it in the past,” he says, “and I like its

ease of use, greater flexibility for customizations,

and its tight integration with both Microsoft

Dynamics GP and Office.”

He also plans to tighten the link between

Microsoft Dynamics CRM and Microsoft

Dynamics GP, expand to use the full Microsoft

Office 365 suite, and move toward a single sign-on.

COMPANY:

The Gorilla Glue Company

HEADQUARTERS:

Cincinnati, Ohio

INTERVIEWEE:

Aaron Back

EMAIL:

Aaronback@gorillaglue.com

WEBSITE:

www.gorillatough.com

YEAR ESTABLISHED:

1999

NUMBER OF EMPLOYEES:

165

MICROSOFT DYNAMICS GP

USER SINCE:

2000

NUMBER OF USERS:

55

GPUG® MEMBER SINCE:

2013

Microsoft Technology

and GPUG: A Winning

Combination that Sticks

user member showcase

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12 | GPUG Magazine

A Positive Influence

As the person responsible for any and

all enterprise-level apps and add-ons, a

bit of apprehension might seem in order.

But Aaron says he’s more than ready:

In addition to his own technological

expertise and the support of Socius,

he says the value of GPUG is nearly

limitless.

Last year, Aaron joined the national

board and became chairman of the Ohio

Chapter, but his GPUG roots run back

to when he was a basic User. “I saw the

value of Users helping Users because I’d

received a lot of help myself,” he says.

“I was really pleased to see ordinary

folks helping each other on the GPUG

forums, sessions at the annual Microsoft

Convergence event, and one-on-one

through networking opportunities.”

In addition to answering questions,

Aaron enjoys connecting people with

those who can answer their questions

and sharing his experience via Special

Interest Groups (SIGs) and GPUG

Collaborate, where he’s posted SQL

code for scripts for functions such as

pulling information from the Microsoft

Dynamics GP database or starting a

SmartList.

Aaron doesn’t believe that a lack of

time is a good excuse for not getting

involved. “People often only understand

bits and pieces of Microsoft Dynamics

GP, just enough to get through the day,”

he says. “The technology can save a lot

of time, but you have to learn about it.

That’s where GPUG comes in.”

Whether participation happens at

chapter events, online activities, or

national gatherings, Aaron says that a

relatively small investment of time can

yield large rewards in terms of technical

knowledge and industry trends.

For Aaron, though, there’s yet another

benefit: He likes helping people learn. “I

find it rewarding to know that I’ve been

a positive influence,” he says. GPUG

If you’d like to help Aaron feel rewarded by learning from him, register for one of his upcoming

webinars: Visit www.gpug.com, click on the Member Resources menu, and from there click on

Special Interest Groups.

Tel: (702) 948-6554

www.KampData.com

Live Internet connectionnot required.

Coast to Coast Sales Tax Solution

Calculate & report from within Dynamics GP

photo by jimmyharris photo by sskennel

For rights to photos seewww.creativecommons.org/licenses/by/2.5/

photo by sskennel

Spring 2014 | 13

feature

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14 | GPUG Magazine

A poorly designed account structure can put your system, even your company, in jeopardy. For sure, it

will put your job in jeopardy!

Planning is the key to everything; the COA (chart of accounts) is no different. Recognize that creating

a COA is not only one of the first things you need to do when setting up your system, but it is also one of

the most critical.

“…Begin with the end in mind...” Probably the best advice you could heed when designing your COA is to follow the

advice of Stephen Covey from “The Seven Habits of Highly Effective People”.

Don’t just forge ahead and use whatever format that was used in the past. Now is your opportunity to design an

account format that really works for your company. To help with the decision, be sure to involve the consumers of the

reports from your new system. Don’t forget about the IRS and other regulatory agencies; they need reports, too.

There is no such thing as a “standard” chart of accounts. Not all companies need the same accounts. An accounting

firm needs to record income from accounting and tax services; a distributor doesn’t need those accounts, but probably

needs more detail about shipping charges and landed costs.

Ask questions; be sure you understand the metrics that management uses to evaluate the company’s performance.

Find out what information they need (or wish they could have) to make business decisions. Don’t go this alone; your

new COA should involve input from everyone who will be analyzing these numbers. Make sure you are able to capture

information required by banks, audit firms, stockholders, and regulatory and governmental agencies, as well as

management.

Understand how management assesses the performance of your company’s responsibility centers so that you can

provide better information on budgets and results.

Most companies err on the side of having an account format that is too small. Don’t make that mistake. Use the

number of segments you need to separate the departments, cost centers, locations, etc. Remember, it’s a lot easier to

combine segments later than to separate them.

Under no circumstances should you use a single segment to represent two things. For instance, don’t use the first two

characters of the main account to mean department for expense accounts and product type for income accounts. This

is not a good plan; it’s a nightmare when it comes to reporting.

Additionally, the same main account should be used across departments to represent the same thing. For example,

department 40 shouldn’t have 405000 as the main account for travel expense and department 50 have 502000 as the

main account for travel expense. In this example, the department should be a segment and the main account for travel

expense should be the same for each department. In our example, the accounts would look more like 40-65000 for one

department and 50-65000 for the other one. If you think you need to structure your accounts in such a way that doesn’t

conform to the previous example, you are likely missing a segment.

Another common mistake is creating too many accounts. Don’t run your business from the general ledger. The

subsidiary modules are there to track the detail. You don’t need a general ledger income account for each one of your

products; you can get product sales information from Sales Order Processing or Invoicing. Projects should be managed

using some kind of project accounting system, NOT using a segment in the COA. If your projects are small and short-

lived, consider using Multi-Dimensional Analysis or Analytical Accounting instead of a full-blown project cost system.

Strive to keep your chart clean while still providing enough detail to generate robust financial statements.

Start your design by gathering management and regulatory reports, and then work backward to create an account

structure that can produce those reports. Look for the spreadsheets people update every month and endeavor to

eliminate them.

Microsoft Excel is a powerful analytical tool, but it should never be used to produce data that ought to be available

from your accounting system. Instead, design a system that can produce those spreadsheets. Let your accounting team

story by Leslie Vail | illustration by Seth Rexilius

DESIGNING AN EFFECTIVE CHART OF ACCOUNTS

Spring 2014 | 15

16 | GPUG Magazine

spend their time creating analysis tools, not creating the data

they are trying to analyze.

Here’s an example. My fictional company operates in six

regions that are broken down into four areas. Each area has an

area manager who is responsible for that area’s performance.

There are several departments within each region, and four

distinct product lines, each with a product line manager. How

many segments should make up the chart of accounts? While

there is no “right” answer for every situation, this would be a

good place to start:

» Region

» Area

» Department

» Main Account

Information about product line can be retrieved from

subsidiary modules such as Inventory or Sales Order Processing.

Notice there is no segment for “sub account”. There should never

be a sub account; either your main account isn’t long enough

or you need another segment. Both Management Reporter and

Microsoft FRx were designed for an account structure with a

single main (also called “natural”) account and no sub account.

You will do yourself a huge disservice if you create a so-called sub

account.

What about the length of the account? There are a couple

of things to keep in mind regarding the length of the account

number. As far as individual segments are concerned, the main

account should never be four characters long. Trust me, you will

run out of account numbers down the road. Consider, if you set it

at four characters, you really only have three. The first character

is nearly always used for the kind of account: “1” for assets, “2”

for liabilities, “3” for equity, and so on. While you might not

think of it at the get-go, you’ll soon realize that you really only

have three characters for your main segment.

The physical size of the entire account number field also needs

consideration. The Microsoft Dynamics GP “account” field

will only display about 27 numeric characters. If your account

number is longer than that, the entire account number will not

display in the account number field on the window.

To overcome this display limitation, Microsoft Dynamics GP

provides horizontal scroll arrows so that you can scroll left to right

in order to see the whole account number. You can activate these

scroll bars on the User Preferences window where indicated below:

Alternatively, you can widen the account number field on each

window using the Modifier tool. Neither is a fun solution, but

they are available.

Another thing to keep in mind is that the account number is

an alphanumeric field; you can use both letters and numbers.

Letters make it easier to read but much harder to key. If you

need letters, consider creating numeric account aliases so that

you can key more quickly. In addition, letters can be wider than

numbers. If you find that your letters are being cut off, go into

the Account Format Setup window and change the Display Width

of the segment. You can choose from three different widths,

depending on the widest letter in your account segment. The

Account Format Setup window is shown below with the Display

Width field marked:

Four different widths are available, Standard, Expansion 1,

Expansion 2 and Expansion 3. Below are the suggested widths for

the characters you might use in your COA.

» Standard - 0, 1, 2, 3, 4, 5, 6, 7, 8, 9, F, I, J, L, T, and Z

» Expansion 1 - A, B, E, K, P, S, V, X, and Y

» Expansion 2 - C, D, G, H, M, N, O, Q, R and U

» Expansion 3 - W

Even after all of your careful analysis, the chart of accounts will

continue to evolve. Don’t forget to give yourself some room for

growth. It’s likely not to be perfect the first time. With the aid of

the Professional Services Tools Library (PSTL), you can always

combine accounts if you have too many; it is much harder to

split one apart if you have too few. Like most things in life, it’s a

balancing act.

You need to collect at least the following information to create

your chart of accounts in the system:

» Listing of account categories

» The overall length of the account

» The number of segments

» The length of each segment

» The order in which to list the segments

» The account numbering scheme

» Listing of posting accounts

» Listing of statistical (unit) accounts

» Listing of fixed allocation accounts

» Listing of variable allocation accounts

I hope this helps you in your mission to design a good chart

of accounts for your company that will serve you for years to

come. GPUG

Leslie Vail is the principal of ASCI, Inc., a consulting firm located

in Dallas, Texas. She has been named a Microsoft Most Valuable

Professional (MVP) since 2007. She can be reached at Leslievail@

earthlink.net or 972-814-8550.

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18 | GPUG Magazine

Although we would be the first to admit that this product could

use some additional features, there are some nice things you can

do quickly that standard Microsoft Dynamics GP SmartList can’t do.

Here are some tips from our first few attempts at rolling this out at

Customer sites:

 

TIP #1 – Create Your SmartList in

the Correct Series

To create a SmartList in the Designer, your cursor can be sitting

on a SmartList in Microsoft Dynamics GP. As you choose to create

a NEW SmartList in Designer, it will default the details from the

module you are sitting on.  Therefore, if you are sitting on Purchasing

but want to create a Fixed Assets SmartList, it would default the

incorrect info for you at the top of the screen (see window). 

If you were to leave the defaulted details as shown, the new

SmartList would be listed under Purchasing instead of Fixed Assets

(see top of next column).

SmartList Designer: Using the NEW FREE Tool from Microsoft Dynamics GP 2013 (Service Pack 2)by Abra Gilman and Steve Nevelle

By changing the Series in the SmartList Designer screen, the

SmartList will now show in the correct area.

t t&TIPS & TRICKS

Spring 2014 | 19

TIP #2 – Use SmartList Designer to

Show 1099 Box

A GREAT feature available in SmartList Designer is the option to

list the 1099 Box Number information within the SmartList.  In the

standard SmartList screen, the Box Number fields are not available

in vendor SmartLists. So, if I want to know if a vendor has the 1099

amounts going to the correct box, I can easily do this within SmartList

Designer!

*The 1099 Box is not available within SmartList – even though the field is within the primary Vendor Maintenance table:

The 1099 Box Number field IS available to display within SmartList

Designer!

TIP #3 – When Using Multiple Tables,

Limit the “Join” Statement

This one is a bit more technical, and is simply a warning to the

limits within SmartList Designer. If there are several tables needed

for the information requested in SmartList, there is a limit of 32K for

the select statement that selects the specific records and tables.

The key “tip” here is to select only specific fields within a “joined”

table, and not the entire table. This way only the selected fields will be

in the SQL “join” statement.

If you create a SmartList and it doesn’t seem to show any results

when you hit the “execute” button in Designer, then just go to the

“T-SQL Query” tab at the bottom of the screen.

This will show you the full Query the SmartList is attempting to use. In

our example, we’ve only added five fields from the Vendor Maintenance

Table, so it will fit within the 32K limit, but if we had selected several

tables and fields, it would not have been under the 32K limit.

You can add more fields, as long as the SQL remains below the 32K

limit. That becomes a mostly trial-and-error process, as there is no

current documentation on the SmartList Designer table join feature.

Try Out SmartList Designer Yourself!

To test out SmartList Designer, just be sure you are using Microsoft

Dynamics GP 2013 Service Pack 2 or higher, select the “New” button

in the left-hand corner of SmartList, and practice modifying it for

your needs!

In summary, we are thrilled that there is a FREE tool available

for Microsoft Dynamics GP Customers that allows them to modify

SmartLists deeper than the core product originally offered. We are

anticipating that new features and documentation will follow to allow

even more flexibility in using the module! GPUG

Abra Gilman and Steve Nevelle are senior consultants at Collins

Computing. They can be reached at Agilman@collinscomputing.com,

Snevelle@collinscomputing.com, or 949-484-4132.

20 | GPUG Magazine

The GPUG

Summit

photo booth

was hopping!

What would

you choose

as the

name of the

magazine

based on this image? Simply email your submission to

Captioncontest@gpug.com. The winning submission will

be printed in the magazine’s next issue.

Congratulations!

Congrats to KEITH TANAKA for

his winning submission, “It’s a bird,

no it’s a plane, no it’s GPUG Man!!!”

Keith – your prize is in the mail!

NAME THAT

PHOTO CONTEST

ENHANCE THE FUNCTIONALITY OF YOUR

MICROSOFT DYNAMICS SYSTEM

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KTLSOLUTIONS

SOFTWARE

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Spring 2014 | 21

Conversations are always flying on GPUG® Collaborate,

and we thought it would be fun to look back at some

of the top discussions from last quarter. If you’d like

more information on any of these topics, log on to

GPUG Collaborate (http://community.gpug.com) to

read the full conversation.

Has Anyone Implemented a Paperless A/P

System with Microsoft Dynamics GP?

18 Replies

Hi, Has anyone in the community implemented a paperless A/P

system with Microsoft Dynamics GP? We are looking to streamline

the approval process and get rid of the mounds of paper invoices.

If you have gone paperless, have you had any issues with auditors

requesting real invoices instead of paper? Thanks!!!

Kate Lucas Stump | controller | TQL

Looking for Time Entry - Project

Accounting and Manufacturing

17 Replies

Hello All,

Does anyone currently use any products for time tracking for both

Project Accounting and Manufacturing for Microsoft Dynamics

GP?  We are currently on 2013 and looking to potentially replace our

current custom solution.  Thanks.

Rick Heinrichs | sr. IT analyst | Liburdi Engineering Limited

Microsoft Dynamics GP Excel Paste

15 Replies

Has anyone had experience setting this up? Do the DLL files

need to be copied on Users’ local computers (we have local copies

of Microsoft Dynamics installed)? What happens after the DLLs are

installed? It looks like there is some additional complicated set-up

within Microsoft Dynamics itself.

Any help would be great so we can start using this add-in.

Thanks,

Jennifer Pugh | director of finance & controller

Florida Community Health Centers, Inc

Automated/Integrated Expense

Reporting System

13 Replies

We are planning to implement an expense reporting system for

our sales force to enter and document their expenses, mostly credit

card expenses.  Are any of you using such a system that you would

recommend?  I am currently looking at two of them and would like to

consider at least a third viable source before moving forward in the

decision-making process.  Would love to hear from Users the pros

and cons that you have experienced.

Martha Lanpher | PROSOCO

Microsoft Dynamics GP 7.5 Install Disks

13 Replies

I need to upgrade a client from Microsoft Dynamics 6.0 on

Pervasive, and I need to locate the 7.5 install disks for both P-SQL

and SQL. I have everything else I need for conversions from P-SQL,

but I’m missing the actual installations. Does anybody know where I

could locate these?

Dan Abernathy | managing director | Manufacturing Resource Partners

Management Reporter -

Consolidated Reporting

12 Replies

In Management Reporter,  I am setting up a report to consolidate

eight companies. I have created a Reporting Tree with @ANY in row

one and the eight companies in Rows 2-9. In the Column Definition,

on the Reporting Unit Line, I have a separate column for each of the

eight companies and have linked each to the Unit (Company) from the

Report Tree definition. Data returns for three of the eight companies

only. A similar report definition in Microsoft FRx pulled data for all

eight companies. Any ideas on why some companies are not pulling

data when running the report in Management Reporter?

Susan Hales | GL accountant | Suncoast Hospice

Reoccurring Sales Invoices

12 Replies

We have a series of invoices that occur each month with no change

to anything. Does anyone know if we can do a reoccurring sales batch

or any other ideas to eliminate the duplication?  I know you can copy

invoices, but that is still more work than we’d like it to be.

Terri-Lynne Hlady | Cando Contracting Ltd

Deleting Accounts in

Microsoft Dynamics GP

11 Replies

It is my understanding that if an account has any activity in it, that it

cannot be deleted. Is this correct? What if an account has no activity in

the current year but had activity in a previous year. Can it be deleted?

Do the answers for the above questions change if the deletion is done

by a “mass deletion” out in a SQL database (not sure if I am using the

correct technical terms in this sentence, so feel free to correct me)?

Thanks in advance!

Gregg Gillaspy, CPA, CFP | director of financial planning

& analysis | Compass Healthcare GPUG

TOP COLLABORATE DISCUSSIONS

®

22 | GPUG Magazine

Working on the Back End of a

In 2012, Richard Hartigan attended his first GPUG Summit. While there, he asked Kim Peterson,

the director of GPUG, if there happened to be a chapter near the headquarters of the National

Youth Advocate Program (NYAP, www.nyap.org), where he works as senior accountant. Her

response, Richard says, was to congratulate him on being the first Member of the Ohio Chapter.

While he laughs at the memory, he didn’t shy away from the challenge: The GPUG Ohio Chapter

is now holding quarterly meetings that this year will move away from the Columbus area – where NYAP is

headquartered – and be held in locations across the state.

In fact, doing his part to address big challenges is a fact of daily life (literally) for Richard, who joined

NYAP eight years ago and currently oversees the organization’s small accounting staff and administers

Microsoft Dynamics GP, a technology he’s been working with since 1996.

“Without the work that people at NYAP do, a lot of the kids we serve would be lost,” he says. “They’d

be in institutions instead of caring homes. In accounting, we’re in the back end, so we usually only see the

numbers part. But we’re all aware of the purpose the organization serves. It’s one of the main reasons we

work here.”

While NYAP offers a broad range of programs and services, the agency is best known for placing youth

in foster homes. “We advocate for the youth,” Richard says, “doing whatever we can to ultimately unite

them with their families.”

Unfortunately, that’s a mission that often takes a while: Circumstances dictate that many youth spend

time in foster homes. Across the six states it serves, NYAP matches those youth with the most suitable

homes available, which requires the organization to contract with hundreds of agencies across those six

states. “Everyone wants us to report the same basic information, but some places want it in just a slightly

different format. Microsoft Dynamics GP helps with that.”

Keeping it all organized is no small job. With approximately 1,000 foster parents, Richard estimates that

NYAP serves about 2,700 foster kids per month. “When the agency started in 1978, there were a lot of kids

in prison because there wasn’t any place else that could handle them,” he says, adding that a lot of the youth

have behavioral issues ranging from starting fires to having an established track record as a sex offender or

gang member. “Our goal was and is to offer an alternative with good role models.”

Providing that alternative requires a network of homes. “We’re looking for foster parents who have

a whole lot of love,” says Richard. “We recruit or they come to us.” The foster parents are required to go

through more training than biological parents are; they take courses, either at one of NYAP’s 30 offices or

online, on relevant issues. They also stay up to date on things such as CPR and first aid.

Foster care is the service NYAP is most known for, but the organization offers much more.

A 24-hour service reception for social service agencies is often called on to provide temporary shelter

LARGER PURPOSE

member in action

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GP

COMPANY:

National Youth

Advocate Program

HEADQUARTERS:

Columbus, Ohio

INTERVIEWEE:

Richard Hartigan

EMAIL:

Rhartigan@nyap.org

WEBSITE:

www.nyap.org

YEAR ESTABLISHED:

1978

NUMBER OF EMPLOYEES:

550

MICROSOFT DYNAMICS GP

USER SINCE:

1993

NUMBER OF USERS:

12

GPUG® MEMBER SINCE:

2011 NATIONAL YOUTH ADVOCATE PROGRAMCaring for People ~ Connecting Communities ~ Promoting Peace

Spring 2014 | 23

for youth in crisis situations. “If the parents

have been arrested, for example, or the kid

has acted out in some way, we help match

the circumstances of the child with the

foster parent who is willing to take a child

under those circumstances,” Richard says.

“The goal is to keep youth from spending

the night in jail.”

And, when absolutely necessary, NYAP

does offer care in emergency shelters and,

in the state of Ohio, in group homes. “We

strongly prefer that children be placed in

foster homes, but there are some cases

where that is simply not possible,” he says.

“In crisis situations, we provide contracted

care management by partnering with

county agencies.”

On the preventative end of the spectrum

is another offering, Constant and Never

Ending Improvement, or CANEI. It’s a 26-

week program that Richard describes as

“intensive, home-based, and group-based.

It tries to alter the youth’s paradigm of

violence. The facilitators are people who

will not give up. They stay on the kid’s tail,

helping create a sense of responsibility. It’s

been in existence for more than a decade

and has a great track record.”

So far, Richard thinks GPUG has a great

track record as well. “I’d been working with

Microsoft Dynamics GP for years before I

got involved,” he says. “I became a premium

Member, and when I went to GPUG Summit

in 2012, I was blown away by all the training

that was available.”

Richard says his favorite part of the

group, however, is the sense of community

it fosters. “At Summit I was able to talk to

550 people just like me, people who can

help me with things I’ve stumbled on or

had problems with, like SSRS,” he says.

“It’s very valuable to meet others who are

experiencing similar challenges.” GPUG

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Over 25 years of successful integrations

At the past two GPUG® Summits, I’ve presented a session

titled “Microsoft Dynamics GP User Adoption – Myth

or Reality?”. I review two case studies and ask the

audience to cast their votes regarding the success of

the projects as we examine the key elements that can

make or break the opportunity for successful User adoption.

Typically, after we’ve covered the second of six elements, the entire

audience has settled on which project was successful and which

was not. Maybe I’m providing unintended visual cues during my

presentation (I think the unsuccessful project still causes a small

nervous facial tick), but I believe that when we can view a change to

the organization from an unbiased viewpoint coupled with a simple

evaluation model, it’s crystal clear what “good” change and good

outcomes look like. Don’t get me wrong – I’m not saying organizational

change is simple. At its core, change is about humans and human

behavior, which are incredibly complex and unpredictable subjects.

And if you take nothing else away from this article, remember that

point: while models and tools are helpful, navigating change is about

how your human teammates bring to bear their history, current state,

attitudes, beliefs, and behaviors in the workplace.

To address this infinite variability, the first model I present in the

session is the “Cycle of Change”. I picked this up some 15 years ago

while consulting for a Big 5 accounting firm. I believe its origins stem

from psychological research and the Hopson, et al Transition Cycle

in the early 1970s. There are a number of variations of this model

available online, and I’ve re-drawn it here to simplify the discussion.

While it is a deceptively simple model, it is immensely powerful

in concept and in its adaptability to any change context, especially

because you can so easily apply it to your individual teammate:

WET BABYTHE ONLY PERSON

WHO LIKES CHANGE IS A

by Mark Rhodes

feature

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GP

Deceptively simple, right? As you see, it’s made up of four

phases, with a key decision point occurring in Phase 3 regarding

the individual’s commitment to the change. While you can use a

variation of this model to just about any change in your organization,

let’s apply this to “Bob”, an end User in your organization, as you are

readying for an upgrade to Microsoft Dynamics GP 2013.

In Phase 1, Bob has heard about the impending upgrade and some

“neat” features that the new version will include. Being an uninformed

optimist, Bob realizes there will be some changes, but likely it will be fine;

he is more apt to focus on the stack of work on his desk and the emails in

his inbox. As time unfolds, Bob hears a bit more about some potential

downtime, a new add-on, some changes in reports, and a new bonus

structure intended to drive more process efficiency. WIFM (what’s in it

for me?) knocks at Bob’s door, and he begins to get skeptical, concerned,

and inquisitive. Is this upgrade necessary? How much is this costing us?

Has management thought about this bonus structure correctly? Bob has

some fantastic SmartLists built; are these going to be ported over? Bob

is sliding into Phase 2. This is a dangerous phase.

But, at the same time, Phase 2 is a necessary and vital phase for Bob and

your other teammates to flush out their concerns. If you, as the project

manager, don’t solicit the concerns from your team, do you think they’re

ever truly going to be “on board” with the new system? The complaints

will go away and people will adjust, but if you believe that commitment

is linked to productivity, don’t fret about this phase nor rush through it.

Embrace it; spend time listening, understand and address the concerns,

24 | GPUG Magazine

and don’t sugarcoat that Oz is waiting for us

at the end of this upgrade. If you approach

this portion of the project holistically and

positively, Bob and the team will adopt the

change, generate ideas, and promote the

project to others. As you may have guessed,

if you close down Bob’s input and discredit

his concerns and potential issues, Bob can

easily slip further into Phase 3 and enter the

red zone, which you’ll note is a dead-end.

You likely know someone who has done

this, and you know that it took a while for

them to recover, if they were able. That’s

a key point here: For someone who has

“checked out” of the project, they are unable

to mentally and emotionally simply jump

back onto the upward portion of the curve.

Before they can get back on track, they will

have to move back along the line and rejoin

the main curve by specifically addressing

the issues that caused them to check out.

Only by undoing those actions can they

start moving up the line to Phase 4.

I’m sure you know what Phase 4 looks

like – light bulbs are going off, unexpected

benefits are being realized from the new

version, and increased productivity is

being realized. Note that on purpose the

line ends higher than where it started, and

it is continuing upward. Just make sure

that you don’t lose focus and allow Bob

to slip backwards with new wrinkles or

issues not envisioned before.

As I emphasized, I think the beauty in

this model is its adaptability. It is critical to

think of the change from Bob’s point of view,

not yours. Bob may be a new, energetic

employee. His curve will be flatter, as he

doesn’t have much history to know what the

potential issues are and the reasons to not do

this upgrade. Maybe Bob has used Microsoft

Dynamics GP 2013 before and can’t wait to

leverage the functional enhancements here.

His curve would be shorter from beginning

to end; he already can envision the benefits

forthcoming. If Bob is out in the field and

hardly ever touches Microsoft Dynamics GP,

he will move through the cycle much more

quickly than “Fred” in financial services. If

Bob has been on your core team from the

very beginning, when you brought your key

stakeholders together to evaluate Microsoft

Dynamics GP 2013 and provided the

business case for upgrading to management,

Bob is always going to be further along in

the cycle than the rest of your end Users.

(This is a key gotcha. Management, having

made a financial decision, will always be

ahead of the Users in their adoption. You

must remind them that the rest of the

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company has to be brought along, so be patient). I’m not saying you should plot every stakeholder

on this cycle, but use it to evaluate the likely involvement and support from your key stakeholders,

and leverage it when you’re struggling with a teammate who appears to be resisting the project. And

for key activities, make sure you think about where Bob and his teammates are at in the cycle. Are

you asking for their input on potential issues when they’ve just heard about the project? Are you

trying to conduct end User training before they’ve had the opportunity to voice their concerns? Are

you expecting immediate results after go-live when you have some key members in the red zone?

Referring to the cycle model throughout will pull you out of the details of new integration points

and remind you to think about the opportunity that lies ahead. Remember, software is only a tool –

humans make it work. Happy changes! GPUG

Mark Rhodes is director of member value at Dynamic Communities, Inc. He can be reached at

Mark.rhodes@dynamiccommunities.com or 970-460-0795.

Spring 2014 | 25

Over the years, I have had many challenges when creating SSRS

reports. One challenge has been to create simple ways for the

person running the report to have a quick visual cue regarding a

specific set of data. One of the simplest methods of doing this in SSRS

is to highlight the text or the background with a specific color.

You may be saying, “I already do this today on my SSRS reports”,

and that’s great. This example is to show a way to have higher control

over the color highlighting.

Now to the point I want to outline. Many people struggle with using

the Report Builder or BIDS (Business Intelligence Design Studio) to

do conditional formatting of the color. The simplest method I have

found is to use my SQL Script to define the color highlighting.

In this example, I will demonstrate how to define the color in your

SQL Script and then use this color in your SSRS report for the color

highlighting. Before going forward, assumptions are made that you

are familiar with creating Stored Procedures and starting the process

for building SSRS Reports.

Here I have a simple SQL Script, using the TWO databases in the GP

Sample Company and showing, by Customer, the Sales Invoices and

Returns between 01/01/2015 and 12/31/2017. I have set the Returns to

be a negative amount and the Invoices to be a positive amount.

Now, here is the simple trick. Using the same logic for the Document

Type, I defined the Color for each Document Type. Here is a snippet of

the returned results:

Control SSRS Background/Text Color from SQL Scriptby Aaron Back

Notice the column named “Color”. This is the data we will use in

the report for highlighting the text or background.

Now, switching over to building the report. I have created a simple

report layout with the results on our SQL Script.

The next step is to apply the

Text or Background color to

the Document Type field.

Select the Document Type

field. On the Properties pane,

select the drop-down next

to the BackgroundColor

property, then click the

Expression option.

In the Expression window,

update the “Set expression for:

BackgroundColor” field. By

default, it has “No Color” in

the field. This will need to be

changed to the “Color” field

from the Dataset.

t t&TIPS & TRICKS

26 | GPUG Magazine

So, now when I execute the report in Preview mode, you will see

the field highlighting on the Return Document Type:

Expand/Collapse Sections

Another feature that I like to use to keep things simple for the User

is to add an Expand/Collapse option to your data. This is a little more

complex, but it’s worth the effort.

Let’s start with a SQL Script. This SQL Script is just a modified

version of the previous SQL Script above. I have added the Line Item

Information for the Invoices and Returns.

The next step is to build the report. (Again, the assumptions

mentioned above are taken into account.)

Here I have modified the report we used in the prior example. The

modification I made was to Group the data by the Customer Number.

The Details will be the Line Item Information.

Below I have a screen shot to help you with the setup of the report.

Spring 2014 | 27

t t&TIPS & TRICKS

The next part is the “trick” to help you Expand/Collapse the Line

Item Information.

Select the row with the Line Item Information Column Labels:

Right-click and select Row Visibility:

Next, select Hide in the “When the report is initially run:” section.

Then, check the checkbox for “Display can be toggled by this report

item:”. Lastly, select the Report Item from the drop-down list. In

this case, I want the Expand/Collapse function to happen on the

SOPNumber field.

Click OK. Repeat the Row Visibility setup for the next two lines in the

Line Item Information rows: one for the Details row, and one for the empty

row below. The empty row below acts as a spacer between the data.

Now, when I run the report, here is an example of what it looks like:

Notice the “+” sign to the left of the Invoice/Return number? This

is the function that was just added by the above steps. When you click

on the “+” sign, this will Expand/Collapse the Line Item Information.

If you have accomplished this, give yourself a pat on the back. You

just added functionality to the report that seems simple to the User,

but you realize the effort behind it. This gives the User the ability to

drill down on specific data.

BONUS: One extra advantage to this is that when you export this

report to Excel, it keeps the grouping for you! The first screen shot

shows the report exported to Excel. The “+” sign is located on the left.

When the “+” sign is clicked, the group is expanded. GPUG

28 | GPUG Magazine

Aaron Back is an information technology systems administrator at

Gorilla Glue. He can be reached at 513-619-7620 or Aaronback@

gorillaglue.com.

If you have accomplished

this, give yourself a pat on

the back. You just added

functionality to the report

that seems simple to the

User, but you realize the

effort behind it.

Spring 2014 | 29

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GPUG: What kind of feedback have you heard

from Users?

BM: Individual User feedback has been extremely

positive. They like that SmartList Designer is

embedded within Microsoft Dynamics GP and

that you can create new SmartLists from existing

SmartLists. Users also love that SmartList Designer

is very similar in design to SQL Report Builder, so

once they know one product, they know both.

SmartList Designer was also well received by our

ISV, MVP, and Partner community at the Microsoft

Dynamics GP Technical Airlift this past fall.

We are excited about Convergence 2014 Atlanta,

as it will be our first opportunity at getting broad

feedback from our Customers and Partners.

GPUG: Is the product as robust as it will get or

do you have new releases planned?

BM: Like the rest of the Microsoft Dynamics GP

product, we are continuing to explore ways to

enhance our offering.

As I mentioned, Convergence will be the first

time we’ll show this product to the masses, so

we’ll host individual research studies to gather

additional User feedback to help drive new features

and functionality. Because of the popularity of

SmartList, I foresee this feature continuing to be a

pillar in our business intelligence strategy.

GPUG: What else is your team working on?

BM: The team is focused on many areas with

support for a seven-cities product roadshow in

February and Convergence in March. Our main

focus continues to be on finishing up the great

features for the Microsoft Dynamics GP 2013

R2 release. Microsoft Dynamics GP 2013 R2

is shaping up to be another great release with

such features as Procurement, Time Entry, and

Workflow. There are 40 new features targeted in

Microsoft Dynamics GP 2013 R2.

Another thing you may notice is our transition

to more frequent releases so instead of having one

big release every two years, we’re basically dividing

those features into multiple releases. The cadence

is a lot faster with two releases per year. That’s

something that we and our Customers are getting

used to, although it’s nice because then things like

SmartList Designer can be finished and shipped

rather than waiting months for a major release.

We are also continuing work on our app strategy

with two new apps scheduled for release this

summer and further enhancement for Business

Analyzer with release 6 this spring, which will

enable support for Excel content, and release 7 in

the fall.

GPUG: You mentioned gathering feedback

at Convergence. How do you process all that

information after Convergence?

BM: Well, I’m going to take a vacation first, like

everybody else. But when we’re all back, we’ll do

a post-mortem with all the people who attended

to share key learnings. All that information then

goes back into our planning, and we see what fits

into the next release schedule, tweaking where it

makes sense.

We also set up separate research studies, using

GPUG to recruit Users to come in and meet with

us, showing them what we’re working on, asking

them what’s important, seeing how they would

use the features, and finding out if we’re missing

anything.

Another thing we try to do is reach out to the

people we met at Convergence to build those

relationships. Normally if somebody is spending

the time and money to attend Convergence and

they’re approaching us on things that are a concern

or that they particularly like, they’re a wonderful

contact for us.

GPUG: Is there anything else you’d like to share

with our readers?

BM: We’ve heard for years that people are

wondering if Microsoft Dynamics GP is going

away. The answer is very simple: NO! It is evident

from the sheer number of feature enhancements

to the product that we are here for the long haul.

The other piece of advice I’d like to share is

to stay up to date on what is being released.

Features will be released at a faster pace, so staying

educated about the product is important. It is also

important to begin to embrace the cloud and the

many advantages that strategy will have to our

product in the future. GPUG

Brian Meier

microsoft member showcase

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GP

GPUG® sat down

with Brian Meier,

senior lead program

manager, to talk about

SmartList Designer,

which was released

with Microsoft

Dynamics GP 2013

SP2. The product was

designed to meet

Users’ needs after the

eOne Solutions OEM

agreement ended

and offers Users

the ability to create

SmartLists from

tables and views.

Brian Meier

32 | GPUG Magazine

Congratulations to Angela Lynn of Wright Family Office, Inc. for winning the Winter 2014 Word

Find. Your prize is in the mail, Angela! Below are 25 words that relate to the topics and theme

in this issue of GPUG® Magazine. These words can be found in the grid horizontally, vertically,

diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a

gift certificate; simply scan and email your entry to Wordfind@gpug.com.

Academy

Benefits in Payroll

Brian Meier

Chart of Accounts

Collaborate

Community

Control SSRS

eOne Solutions

Events

Experiences

Gorilla Glue

GPUG

ISV Changes

Learning

Mark Polino

Microsoft

Networking

NYAP

Regional Chapter

Sharing

SmartList Designer

Success

Summit

Webinar

Wet Baby

S H A R I L N G C O L L S R S S L O R T N O C R S

N A C A D E M Y N R E T P A H C L A N O I G E R S

E N E T W A C O M M U N S E G N A H C V S I G N H

S U M M I R B R I A N M E I C E R S C S T I O Y A

C U W E B N E N E L T S R P H T E B O R L S R T R

O O C E R I R S T V L N E A A W S E M E M V G I I

L I O C S N O L U T E I O R R O N N M T A C I N N

L T M N E G I S E D R N E T T R S E U P R H L U G

A U M I N S G C H A P T T N O K N F N A K A L M E

B L U N R A S E L E U L G S F I N I I H P N A M V

O O N G A C A D E E M Y R N A N O T I C O G G O E

R S I O G O R I L L C P A H C G I S T C L E L C N

C H A R T O F A C C O U N T S C T I Y L I E U E S

R N E I S H A R I N L G A C A O U N L A N S U G E

W S A L M A R K P O L P A H C N L P E N O N E N C

E T C L P A R T N E A R S T L T O A A O L T S I N

T T C A S T N E T W B S R E N R S Y R I N E R I E

B N O G N N M I C R O S O F T O E R N G S R N K I

A E U L G O T L S L R T L N E L N O I E T Y N R R

B V N U R C S U E N A L T S R S O L N R A L R O E

Y E P E A C M T S R T S R E N S E L N P R N A W P

R G N E R M E N L T E S R W E B I N A R E R E T X

S R S N I S M A R T L I S T D E S I G N E R L E E

T E T T M I C R O S O R S R E I E M N A I R B N N

L N L E O N E S O L U T I O N S T S I L T R A M S

Spring 2014 | 33

In my 19 years working in the channel, I have found that many

Microsoft Dynamics GP Payroll Users do not set up benefits.

The apparent reason is, for the most part, that benefits do not

affect the gross to net calculation. So, why bother? (As long

as you do not have a taxable benefit, that is a true statement.)

But, benefits are still transactions that must be addressed in Payables

and the General Ledger; therefore, other procedures must be in place.

In my opinion, these other procedures are not as effective as

setting up benefits in Payroll. Here are the advantages of using Payroll

benefits as it pertains to Payables, General Ledger, and Payroll/HR.

Payables

Using benefits to accrue the employer portion of costs associated

with insurance creates a liability at the time payroll is processed and

posted. Without benefits, only the deduction portion is shown as

a liability. Once the insurance carrier invoice is received, someone

must audit the detail to ensure that employees who should be on the

invoice are present, and those who should not be on the invoice are

not present. Accruing the total cost once payroll is posted can be a

valuable tool in auditing and reconciling insurance carrier invoices

since theoretically, the costs accrued and the invoice should agree. I

know that certain timing differences may exist that may need to be

taken into account.

General Ledger

When not accruing benefits, the costs of the benefits are not

recorded until the insurance carrier invoice is received and recorded.

Depending on the detail in the distribution, the general ledger costs

must be recorded potentially against the expense accounts of each

department on the profit and loss statement. This distribution

requires analysis of the employees covered in that invoice, whereas

benefits in payroll can post those costs against the department

associated with the employees’ wages. Not only is this process much

more accurate, but it is also a time saver as well.

Payroll/Human Resources

Displaying benefits on a pay stub may be new to your employees,

and it can create a lot of questions, but it certainly has value. Most

organizations have experienced increased costs of benefits, and

in many cases, a portion of the increases are passed along to the

employee as a deduction. If this is the only portion of the cost that

by Bruce E. Lane

the employee sees, then obviously that can be an employee relations

issue. If you can show the employee that the employer portion

increased by $40 and the employee portion increased $10, then

understanding a deduction increase may be easier for the employee.

Many of you reading this article may also be required to report

the total premium of healthcare premiums on the Form W-2. If you

are only reporting the deduction, then this is not a simple task. By

reporting both the deduction and the benefit and coding to W-2

Box 12 with the DD Label, you will have satisfied this reporting

requirement.

There are also valuable compensation reports in Human Resources

that can help in reviewing and assessing compensation of employees

if benefits are used in payroll. In a SmartList you are able to produce

a benefits/deductions letter using the Word mail merge feature. Here

is an example of a benefits letter:

Summary

My intent was to illustrate the various advantages derived by

setting up and using benefits in Microsoft Dynamics GP Payroll

and Human Resources. The capabilities not only impact Payroll and

Human Resources, but also Payables Management and Financial

Reporting. GPUG

Bruce Lane is the director of the Dynamics Division of Vertical Solutions,

an R.L. Nelson and Associates Company. He can be reached at

412-220-5755, Blane@verticalsol.com, or on Twitter @bruceedwardlane.

“BENEFITS”BENEFITSOF

THE

PAYROLLIN

Spring 2014 | 35

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GP

UPDATES AND CHANGES FROM

36 | GPUG Magazine

There has been a lot of change with regard to Microsoft

Dynamics GP and third-party solutions in the last year.

GPUG® caught up with three ISVs, Fastpath, Inc., eOne

Solutions, and Professional Advantage, to hear the latest

on what they’re doing and what Users should look for.

Security Changes in Microsoft Dynamics

GP 2013

Jeff Soelberg, vice president of Fastpath, addressed the security

changes in Microsoft Dynamics GP 2013.

“The biggest change is that there are now full and limited Users.

The limited Users have read-only access, and this User type is meant

for light Users,” says Jeff. “Another change is the ability to activate and

inactivate Users. Previously you could only delete them, but now you

can reactivate Users, if necessary.”

The greatest impact here is that Users no longer have the discounted

ISV User license but can instead pay a discounted rate when they use

the limited User license type.

“If you have a sales force that only needs to look up Customer

information, they can use the inquiry and reporting features of

Microsoft Dynamics GP for a lower rate as a limited User,” says Jeff.

Jeff shares that this change isn’t broadly known at this point and is

normally discovered when a User attends a security-focused session

or webinar. For the most part, Jeff says that the Users he talks with

are happy with the change and that future releases will likely contain

enhanced reporting capabilities around security and drill downs.

The Latest on SmartList Builder

eOne Solutions has been busy this year, taking on the support and

maintenance for more than 13,000 SmartList Builder Customers when

its OEM agreement with Microsoft ended in December 2013. Abbey

Cooper, Partner relations manager at eOne Solutions, shares that the

biggest challenge has been getting to know new Partners and Customers.

eOne has also been active in releasing feature enhancements

suggested by their User community, including eight major features that

are now available to SmartList Users in Microsoft Dynamics GP 2013.

“The biggest feature is Table Finder, which helps Users find

tables that contain the data they’re looking for,” she says. “It can be

accessed in any of the builders or windows in Microsoft Dynamics

GP, and you can pick anything down to field level to help you figure

out which tables contain the information you desire. Table Finder

really removes the guesswork in finding where your data is hiding in

Microsoft Dynamics GP tables.”

Abbey also shares that a preview data option, where you can

preview SmartLists before publishing them, saves Users a lot of time

and has been well received by regular SmartList Users.

SmartList Builder is the second product that has come back under

its stewardship after completing OEM agreements with Microsoft as

last year the company brought Extender – and its 4,000 Users – back

under its wing. This major jump in Customers to support prompted

eOne to expand its team to meet Users’ needs.

“We’ve added support team members and web developers and

are still looking for more people,” says Abbey. “We have a brand new

office that we thought had all the desks we’d ever need, and now we’re

down to two open spots.”

New releases for SmartList Builder, Extender, and eOne’s other

products are normally aligned with Microsoft’s product releases, so

look for news from them throughout the year.

On that note, Abbey shares, “The developers who wrote SmartList

Builder also wrote SmartView, which is a complementary product

that makes SmartList faster and more flexible outside of Microsoft

Dynamics GP.”

Catching up with

Collections Management

Professional Advantage is in a similar position as eOne Solutions

in that its product, Collections Management, came back into its

possession after a completed OEM agreement.

Brent Hitterdal, Microsoft Dynamics ISV director for Professional

Advantage, says that there are three to four months left for the

Customer transition, and that the change has been great for getting

the company back to its roots. In the spirit of bringing awareness to

the OEM change, it’s also important to note that as of January 31,

2014, the product is no longer bundled with Users’ Microsoft Services

Provider License Agreement (SPLA).

“Because everyone that has a license to Microsoft Dynamics GP

Advanced Management has free access to a Collections Management

license, we have been able to engage with the majority of Microsoft

Dynamics GP Partners worldwide,” says Brent. “It has been great to

re-establish those relationships that quieted when we were focused

on our vertical staffing solutions.”

Professional Advantage wasted no time with new feature

development, pushing out a major release with Collections Plan,

which automates the collections process based on workflows,

triggering emails and phone calls.

“We’re focused on reporting now, offering our Collections

Management Customers a free license to Data Archive Express,”

says Brent. “Users who have had Microsoft Dynamics GP for 10 to

15 years have a lot of data in their system, and Data Archive Express

enables them to archive all their GL and AP data. We have the free

offering as well as an option to upgrade, if the User would like.”

A new area of focus that Users may find helpful crosses over to the

Microsoft Dynamics CRM world.

“We have built a rules engine for the staff onboarding process,”

says Brent. “It takes the hiring process and builds it into Microsoft

Dynamics CRM, automating the process for Users, ensuring all steps

are completed and automating things like electronic signatures for

payroll and tax documents.” GPUG

5MINUTES

VOLUNTEER

Who is a person who interests

you on Twitter/Facebook/LinkedIn

right now?

Simon Sinek; his new book,

“Leaders Eat Last: Why Some

Teams Pull Together and Others

Don’t”, intrigues me.

On my desk right now are…

Microsoft Excel-based Microsoft

Dynamics GP Dashboards.

My 3 goals for 2014…

Release more Microsoft Dynamics

GP Dashboards, finish editing the

novel I’m working on, find 50 more

tips for Microsoft Dynamics GP.

What I do when I’m not at work …

Read, write, relax.

The best advice I ever received…

“You’re an accountant working

for an engineering firm. That’s

fine, but engineering firms value

engineers, not accountants. Try to

work someplace where they value

what you do.”

WITH GPUG’S

Mark Polino, senior

consultant with

Integrated Business

Group, contributes

to many activities

throughout the year

and is always willing

to step in and share his

wealth of knowledge.

Thanks Mark!OF THE QUARTER

Spring 2014 | 37

38 | GPUG Magazine

GPUG: Tell me a little bit about your company.

Martin Olsen (MO): eOne has been around since

2001, so I guess that makes this our 13th year.

We started in Sydney, Australia and grew a really

successful Microsoft Dynamics VAR practice.

Much of that success was a result of differentiating

ourselves in the market by developing our own IP.

We then started selling those products globally

so that other VARs could benefit in the same way

we had from a unique Microsoft Dynamics GP

product offering. We eventually sold the VAR

business so we could concentrate full time on our

software development as an ISV. We now have

grown the business to 20 people and concentrate

entirely on developing software around Microsoft

Dynamics that reduces the need for mid-market

companies to engage developers.

GPUG: How do your solution(s) work with

Microsoft Dynamics GP?

MO: We have multiple solutions that work as

add-ons to Microsoft Dynamics GP, but we are

most well-known for SmartList Builder, which is

a simple list reporting tool that really meets the

needs for everyone who uses Microsoft Dynamics

GP. We currently have 14,000 companies on this

product. Then there is Extender, where Users can

develop new screens for Microsoft Dynamics

GP without employing developers or writing any

code. SmartConnect is our current flagship and

growth product. It is a data migration, integration,

and automation tool for Microsoft Dynamics GP/

Microsoft Dynamics CRM and SalesForce.com.

GPUG: What’s so great about “no code’?

MO: Mid-market companies should never need

to employ a software developer – or at least that’s

how we approach the development of our software.

We want mid-market companies to “configure”

software – not write it. The most important factors

are flexibility and cost. Mid-market businesses are

often more complex in their business processes

than large companies, so they need really flexible

software, but they need this flexibility at a

reasonable price. Our solutions are configurable

so that Users can make it work how they want.

I think of it as a “DIY Ikea Model” where we give

Customers the toolset needed to build exactly what

they need, but without the expense of a “carpenter”.

Some companies don’t want to mess with it at all,

and we can help there as well, providing consultants

to implement and “build” it for them.

GPUG: You recently went through a major

transition with Microsoft. Can you tell me

more about that?

MO: We had an OEM agreement with Microsoft

for SmartList Builder and Extender, meaning

they sold our products with a Microsoft badge

on them. This past year, we took this all back in-

house at eOne and off Microsoft’s hands, and

it’s been a win-win for everyone. It’s a huge shift

in our business model, but we also had time to

prepare and grow our team enough to support

our Customers as well as make big plans for the

future of those products. The development cycle

for us is measured in days and weeks – while with

Microsoft it is measured in years. We are now able

to accelerate all our development, which makes it

exciting to exceed all our Customers’ expectations.

GPUG: What makes your software unique in

the Microsoft Dynamics GP space?

MO: Our biggest differentiator is that we let

developers (with guidance) decide what functions we

add to our product. All our senior developers are on

a commission plan where they get paid based on the

sales of the products they write. Therefore, they are

even more inspired to write clever stuff they would

want to use and ultimately what the Customers want

to use. This type of entrepreneurial mindset makes

our business very Customer-centric. We rarely write

a bunch of programs just hoping it works out. Instead,

we put effort into writing things we know will work.

GPUG: Why do you love the Microsoft Dynamics

GP community?

MO: The passion. Microsoft Dynamics GP

Customers put the effort into knowing Microsoft

Dynamics GP and getting the most out of

their systems. I love the small and mid-market

mentality of “getting things done”. In eOne’s case,

our solutions are configurable tools that need

creative, hands-on people to make them work for

a business’s specific situation. So, to work with

a community that has both the passion and the

creative juices to design unique solutions always

surprises me. When we meet our Customers, we

are often surprised to learn about the amazing

solutions they have built – oftentimes seeing our

tools used in ways we never imagined. GPUG

COMPANY:

eOne Integrated

Business Solutions

INTERVIEW:

Martin Olsen,

product director and founder

WEBSITE:

www.eonesolutions.com

HEADQUARTERS:

Fargo, North Dakota

PHONE:

888-319-3663

EMAIL:

Martin.olsen@eonesolutions.com

GPUG® PARTNER MEMBER

SINCE:

2011

eOne Integrated

Business Solutions

isv partner member showcase

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GP

GPU

Congratulations to our Winter 2014 contest winner, Ronnie Lack from Valley Services Inc.! Ronnie found the logo on page 7 of the Winter 2014 issue of GPUG® Magazine. Let’s play again. Hidden somewhere between the covers of this magazine is our GPUG logo. Can you find it?

While our logo shows up throughout the magazine in conventional spots, it’s hidden in only one place. When you’ve found it, send an email to Logocontest@gpug.com with an explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight him/her in the next issue of the magazine.Winter 2014 | 7

made sure we had good attendance at each meeting. Sola

Agtarap at GBOD served as a presentation technology

wizard. Our local Partners (Tribridge, LBMC, and Kraft

Enterprise Systems) should receive much applause for

sending us the many knowledgeable and interesting

experts. We recognize David Burt, CFO at Energy

Logic, for sharing hosting responsibilities and being our

fi rst model of an excellent User presenter. Much kudos

to all the attendees who participated, presented, guided,

and supported the Nashville GPUG Regional Chapter,

the 2013 GPUG Regional Chapter of the Year!”

Th e chapter will kick off 2014 with newly installed

offi cers: Steven Burney, Tennessee Education Lottery,

chairperson; Michael Jett, GBOD UMC, membership

chairperson; and Wendy Fancher, Harpeth Financial

Services, communications chairperson.

“It has been my humble joy to serve as chairperson, and

I look forward to helping our chapter thrive,” concludes

Vonzella.

Mid-Atlantic Chapter Turns

One!

Th e Mid-Atlantic Regional Chapter celebrated its fi rst

year of operation in June 2013. Meetings throughout

the fi rst year averaged 20 people per meeting, and the

anniversary meeting had the highest attendance to

date. During the meeting, a panel of experts answered

question after question about Microsoft Dynamics GP.

Th e session went over so well that they had to move the

next speaker to a future meeting because they ran out

of time!

Chapter Members celebrated their fi rst year

anniversary with a cupcake cake with the chapter’s

logo, which was provided by McGladrey, one of the

participating Partner organizations. Here’s to another

great year of meetings and education! GPUG

newsregional chapter news

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p

er thrive,” concludes

C O N T E S Tlogofind the

Spring 2014 | 39

The PCAP™ (Professional Certificate in Accounts Payable)

is the only certificate program designed exclusively for

accounts payable professionals using Microsoft Dynamics

GP. Improve your knowledge and capabilities, your standing amongst

your peers, and advance your career through this focused yet flexible

program.

What is the PCAP?

With the PCAP, you have the opportunity to expand not only

your Microsoft Dynamics GP knowledge, but also your knowledge

of supporting tools, technologies, and processes. You’ll take two

core classes, then choose two more classes from a wide variety of

electives, with training formats to match your schedule – online,

in-person, and instructor-led remote classes. To complete the

program, you’ll choose a Community Support activity and share

your newfound knowledge with other Microsoft Dynamics GP

Users.

Why Pursue the PCAP?

Benefits for Users:

» In-depth knowledge of Microsoft Dynamics GP and supporting tools

» Differentiating yourself from your peers

» A recognized affirmation of competence and expertise

» The opportunity to earn CPE credits

» A comprehensive yet customizable training plan

Benefits for your employer:

» Opportunities for increased revenue and decreased costs

» Improved data entry, quality, and use

» “Big picture” thinking about your organization and its functions

» More empowered, satisfied team members

» A quality, focused training program for experienced and new

employees

How Much Does the PCAP Cost?

Your investment will vary widely depending on the classes you

choose as well as the discounts available based on your GPUG®

membership. We have designed the program to be affordable and

valuable – all of your investment is for in-depth training classes,

with no additional fees. For budgetary purposes, you may be able to

complete the program for less than $600 USD.

How Long Does it Take?

We’ve designed the program to accommodate your schedule and

seasonal availability. You have up to one year to complete your PCAP

classes and conduct your Community Support activity. You can take

the classes in any order, and the program can be completed remotely

if you choose.

How Do I Get Started?

View the complete curriculum, register, and start taking classes at

www.gpug.com/pcap or contact us at Academy@gpug.com. GPUG

PCAP: A Practical Program Designed

Around Practical Experiences

learna c adem y cor ner

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Optional Pre-conference Training - Oct 13-14

DYNAMICS GP USER GROUP CONFERENCE

Experience It!October 14-17, 2014America’s Center - St. Louis, MO

Microsoft Dynamics® comm nity

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Table of Contents

Industry...................Page 42

Horizontal................Page 46

Services...................Page 58

The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and

service off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that

work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would

like included on The List, please contact Jane@thepartnerchannel.com.

NOTE: The Partner Channel and Dynamic Communities off ers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.

*Due to the nature of the “classifi ed” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

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42 | GPUG Magazine

Vicinity Manufacturing

http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Churches and Ministries

BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Condominium Developers

CORE Real Estate Software http://www.corerealestatesoftware.com 416-644-1456 CORE Real Estate Software From marketing and sales to décor and warranty tracking, manage all aspects of condominium development within the Microsoft Dynamics platform.

Construction

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage installation process. Bid, esti-mate & track project costs.

Consumer Packaged Goods

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

HighJump TrueCommerce EDI

Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc.

http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

Bottomline Technologies

http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.

Business Computers

Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or fi nger print reader.

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

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Agriculture

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & fi sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.

Apparel

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Automotive

AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Chemicals

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

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docSTAR http://www.docstar.com • 888-docSTAR

NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

eRequester by Paperless

Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.

EthoTech, Inc. http://www.ethotech.com/commissionplan • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Eff ortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.

Paramount Technologies

http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Solver

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Education

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Finance/Banking

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Food and Beverage

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

HighJump TrueCommerce EDI

Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Metafi le Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Management Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Vicinity Manufacturing

http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Government

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Thomson Reuters, Tax and

Accounting - Government http://www.tax.thomsonreuters.com/aumentum 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt solutions.

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Government Contracting

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Healthcare

Computer Information

Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Mangement for Home Health and Long Term Care.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.

Paramount Technologies

http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

High Tech and Electronics

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart Confi gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Industrial Equipment

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

Insurance

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Corporate Renaissance Group

http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

Labor Unions

Micro Force http://www.micro-force.com 631-421-1030 ext: 302 LM2 Reporting System for Labor Unions who use GPLM2 MODULE for GP. Comply with LM2 year end reporting while processing GP transactions eff ortlessly. Permits changes to LM2 trxs after posted. Creates the electronic fi le for DOL. Best solution for Unions since 2005.

Maintenance Management

eRPortal Software Group LLC

http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.

Manufacturing

AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Lean, Repetitive and Supply Chain Mgmt. off ering with real time alerts.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart Confi gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.

Computer Information

Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

docSTAR http://www.docstar.com • 888-docSTAR

NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

HighJump TrueCommerce EDI

Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Metafi le Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Order Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.

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Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Vicinity Manufacturing

http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

V-Technologies, LLC http://www.vtechnologies.com • 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

Media and Entertainment

Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traffi cking.

Non-Profit Organizations

BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Paramount Technologies

http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profi ts GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Oil and Gas

Computer Information Enterprises

http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Evolution Manage resources, track assets, auto-mate fi eld ticketing, improve cash fl ow.

Pharmaceuticals

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. Any easy to install solution with robust features.

Professional Services

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Templeton Solutions http://www.templetonsolutions.com 561-798-9988 CRM for Professionals™ and Practice Management for Professionals™ CRM solutions that provide the ability to track and leverage client interactions and maximize revenue opportunities. Additional features include: Time & Billing, Analytics, Document Mgmt and Project Mgmt.

Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Property Management

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Publishing

Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Retail

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP.

Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.

Metafi le Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. Any easy to install solution with robust features.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

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Social Services

BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Software

Corporate Services

http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent fi nancial information to ac-curately run your business

Warehouse Management

Accellos, Inc.

http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 WMS Customizable Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Operations Core Help your backoffi ce work more ef-fectively with your warehouse.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. Any easy to install solution with robust features.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.

Wholesale Trade: Durable Goods

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

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Analytics

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great al-ternate to GP Proj. Acctg.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.

Asset Maintenance/MRO/EAM

eRPortal Software Group LLC

http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage asset maintenance, distribution and scheduling for profi table utilization.

Automation

mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Banking

m-hance Inc http://www.m-hance.com +44 (0)844 264 0932 m-hance Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & reconcile direct to GL.

Barcode Data Collection

Computer Productivity

Services Inc. http://www.cps.fi nancial.offi celive.com/BarCode.aspx • 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transac-tion with a single click. $1500.

Computer Productivity

Services Inc. http://www.cps.fi nancial.offi celive.com/Inventory.aspx • 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inven-tory by class/site $3500. Ideal for Lot or Serialized Inventory. Also available for fi xed assets.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. Any easy to install solution with robust features.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Budgeting

deFacto Global, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.

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L Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. We’ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

Solver

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.

T3 Information Systems http://www.fullcirclebudget.com 202-419-5100 Full Circle Budget Simple and fl exible Excel-based bud-geting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

Business Intelligence

Accountable Software

http://www.accountable.com • 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

deFacto Global, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fi elds in GP.

Halo Business Intelligence

http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Intelligence Grow smarter and improve effi ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.

Solver

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Business Process Management

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workfl ow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

Bottomline Technologies

http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

docSTAR http://www.docstar.com • 888-docSTAR

NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Metafi le Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.

ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.

Check Printing

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Commissions

EthoTech, Inc. http://www.ethotech.com/commissionplan 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Eff ortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impos-sible" commission plans.

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Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Brokerage & Commissions Automate the calculation of Brokerage & Commissions (including splits) for sales transactions. Create programs by date range, item attributes, & customers and assign prices by units of measure or % of product $'s.

Communication

m-hance Inc http://www.m-hance.com +44 (0)844 264 0932 m-hance Social Business Fully integrated Enterprise Social Networking tool for GP, maximise col-laboration & communication.

Compliance

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the information within them & keeping you within compliance mandates.

AIM Technologies http://www.aim-technologies.com/acadashboard.html • 888-234-0428

NEW: The ACA Dashboard Complete solution for proactive man-agement and reporting for compliance with the Aff ordable Care Act .

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Fastpath Solutions, Inc

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certifi ed Auditors. Get the data your Auditors want - Fast!

Cost Accounting

Corporate Renaissance Group

http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

m-hance Inc http://www.m-hance.com/sectors/distribution/ • +44 (0) 844 264 0932 Enhanced Vendor Price Management for Dynamics GP A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buy-ing process, reduce admin costs and improve accuracy of cost of sales.

Credit Card/Check Processing

Ariett Business Solutions, Inc.

http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi cation. Support JPM format, Integrate seamlessly with GP.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Credit Card Payments, powered by Mercury® Provides credit card processing for Sales Order Processing and Cash Receipts. Seamlessly integrated w/ Mercury Payment Systems with no 3rd party gateways. Support for pre-auth, sale/capture, adjust, void, & return.

BluePay, Inc. http://www.bluepay.com • 630-300-2368 Credit Card Processing Single Source Provider: GP Plug-in/payment gateway/merchant account for processing for credit cards & checks.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts.

Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

k-eCommerce http://www.k-eCommerce.com • 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfi ll PCI requirements.

Customer Relationship Management

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Sales Improve the productivity of your sales team with SMB Sales. Manage all of your accounts, contacts, & forecasting with powerful dashboards that are fully integrated with Microsoft Outlook.

Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.

Data Integration

Admiral Consulting Group http://www.admiral-west.com/solutions_activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notifi cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration.

Computeration, Inc. http://www.computeration.com/zap 866-808-7964 Zap! Integration Historical Payable & Receivable in-tegration using Excel or direct from QuickBooks. Easy-to-use Excel trx imports with AA dimensions & friendly error reports.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Data Management

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.

Distribution

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

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L Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

m-hance Inc http://www.m-hance.com/sectors/distribution/ • +44 (0) 844 264 0932 Vehicle Load Planning for Dynamics GP Plan deliveries using routes, product weights and vehicle capacities.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Trade Counter for Dynamics GP For those companies who off er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

V-Technologies, LLC http://www.vtechnologies.com • 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Document Management

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access Information directly from your Dynamics GP screens and via Web browser.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc.

http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Ariett Business Solutions, Inc.

http://www.ariett.com • 781-826-1120 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

Bottomline Technologies

http://www.bottomline.com/Transform_Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and cost-eff ective fi ling and fi nding solution for document management on SharePoint® that manages transactional content by linking documents/records with business applications.

Computer Information

Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

docSTAR http://www.docstar.com • 888-docSTAR

NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.

Metafi le Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workfl ow & Report imaging.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.

E-commerce

Avalara, Inc.

http://www.info.avalara.com/TheList877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.

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Computer Pundits Corporation

http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+

k-eCommerce http://www.k-eCommerce.com • 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handling web orders and fulfi lling them through Dynamics GP.

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB eCommerce Take your business online with SMB e-Commerce. Create web storefronts, track and manage the customer buy-ing experience, and accurately process transactions, which are fully integrated with SMB Suite solutions.

EDI

AIM Computer Solutions, Inc.

http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Business Systems Integrators

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transac-tion fees – over 1000 trading partners.

HighJump TrueCommerce EDI

Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solu-tion that is easy to use, robust, and aff ordable. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Electronic Document Delivery (Email)/Faxing

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

m-hance Inc http://www.m-hance.com +44(0)844 264 0932 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables RE-PRINTING of remittances.

Electronic Signatures

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Expense Solutions

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, category-based GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment.

Ariett Business Solutions, Inc.

http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Ariett Business Solutions, Inc.

http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eff ectively integrate and streamline employee expense reimbursement with Dynamics.

eRequester by Paperless

Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, confi gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card inte-gration, workfl ow, multi-currency, VAT support, electronic receipts and more.

Paramount Technologies

http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, and elec-tronic approvals of individual line-item expenses.

Field Service Management

FieldBoss http://www.fi eldboss.com 416-256-4995 ext. 221 FieldBoss - Field Service. Simplifi ed. Automates workfl ow for fi eld service companies. Increase effi ciency and reduce operating costs while improving the level of customer service.

FieldConnect, Inc.

http://www.fi eldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch soft-ware, and customer portals are directly integrated with Microsoft Dynamics for maximum effi ciency.

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FieldOne Systems

http://www.fi eldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of fi eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Innovative fi eld service solutions stream-line operations from sales to the fi eld to accounting.

Financial Services

ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

Fixed Assets

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

Admiral Consulting Group http://www.admiral-west.com/advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicur-rency transactions to be included in GL Quick Journals.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfi ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfi ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator GL Allow users to Copy-Paste-Import journal entries from Excel to Dynamics.

HR Management

Corporate Renaissance Group

http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budget-ing and managing FTE’s, and more!

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.

Paychex http://mystaffi ngpro.com • 800-939-2462 myStaffi ngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and benefi ts administration, employee self- service, payroll, and tax compliance.

Inter-company Processing

Corporate Renaissance Group http://www.crgroup.com/combiner.php 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services

are avail.

mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.

Inventory Enhancement

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.

m-hance Inc http://www.m-hance.com/sectors/distribution/ • +44 (0) 844 264 0932 Extended Pricing & Enhancements for Dynamics GP Import and export pricing data, allow for customer specifi c pricing and load new customer deals.

m-hance Inc http://www.m-hance.com/sectors/distribution/ • +44 (0) 844 264 0932 Catchweights for Dynamics GP Provides catchweight functionality in sales, purchasing and inventory.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Item Management Manage catch-weight items & show all qty's & UOM's for units, weight & price on each transaction. Setup unlimited attributes & set rules by Item Class. Other properties include: Inactivate, UPC, GTIN & many more.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accu-racy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.

Inventory Management

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item.

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP .

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

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m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment for Dynamics GP Eff ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Unit of Measure Management for Dynamics GP Users need to look at sales performance in one consolidating unit, perhaps ton-nage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually.

m-hance Inc http://www.m-hance.com/sectors/distribution/ • +44 (0) 844 264 0932 Inter-site Transfers for Dynamics GP Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Sales Connect Puts key sales information about products and availability at the fi ngertips of your sales person whilst in the fi eld - provided on mobile and tablet.

m-hance Inc http://www.m-hance.com/software-usa/inventory-m-hancements/ • 617-401-3341 Inventory m-hancements purchase - retrospective discounts Please see our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/inventory-m-hancements/ • 617-401-3341 Inventory m-hancements Please see our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/inventory-m-hancements/ • 617-401-3341 Inventory m-hancements - Reserved Stock See our website for more details.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. Any easy to install solution with robust features.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Invoicing Enhancement

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to eff ectively automate, real-time management of invoice to payment processing.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.

k-eCommerce http://www.k-eCommerce.com • 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Enhanced Returns Management for Dynamics GP Speed up the handling of returns in GP and improve operational control.

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage – Online Bill Pay Improve cash fl ow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.

ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

Job Costing

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage costs by closely tracking all components of a project - labor, materi-als, equipment, etc.

Labeling

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

Manufacturing Enhancement

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart Confi gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Engineer to Order ETO produces a Manufacturing Estimation, (estimated cost to produce to spec), including Estimation BOM, Routing, and Miscellaneous Costs.

Mobility

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Payables Enhancement

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process end-to-end. Intelligently recognize content within documents to automatically process, route, securely archive & ac-cess info directly from your Dynamics GP screens & via Web browser.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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Ariett Business Solutions, Inc.

http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Ariett Business Solutions, Inc.

http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi cation. Support JPM format, Integrate seamlessly with GP.

Bottomline Technologies http://www.bottomline.com/transformap_for_sharepoint • 866-551-6934 Transform® AP SharePoint®-based AP invoice automa-tion solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eff ectively automate, real-time management of invoice to payment processing.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for import-ing vendors, vouchers/credit memos, manual payments, & apply info.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.

m-hance Inc http://www.m-hance.com +44(0)844 264 0932 eInvoicing for Dynamics GP Fully integrated AP eInvoicing for GP, removes paper & scanning process.

m-hance Inc http://www.m-hance.com +44 (0)844 264 0932 Purchase Management for Dynamics GP Browser based purchasing transaction entry and approval fully integrated with Dynamics GP Payables, POP, Inv and Project Accounting.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifi cations Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

ReQlogic http://www.reqlogic.com 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Payroll Enhancement

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi cation. Support JPM format, Integrate seamlessly with GP.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to fi le and pay your payroll taxes.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2‘s, managing complex payroll posting requirements/corrections, confi guring overtime rules and more!

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Pay Stubs Online A web-based app that provides em-ployees online access to their pay stubs. Employees can be notifi ed through email when their pay stub is available online. Confi guration tool allows control to information.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

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Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infi nia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

Portals

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

Procurement Management

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eff ectively integrate and streamline the procurement process with Dynamics GP and NAV.

eRequester by Paperless

Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Paramount Technologies

http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

ReQlogic http://www.reqlogic.com 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.

Product Lifecycle Management

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Project Accounting

Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295

NEW: PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Purchase Order Processing Enhancement

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approv-als, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc.

http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eff ectively integrate and streamline purchase requisition processing with Dynamics.

eRequester by Paperless

Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Telesales m-hancements - Linked Item Selling Please see our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Sales Connect Puts key sales information about prod-ucts and availability at the fi ngertips of your sales person whilst in the fi eld - provided on mobile and tablet.

Paramount Technologies

http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Quality Control

Horizons International

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Receivables Enhancement

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.

ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specifi c apply or auto apply.

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Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage – Online Bill Pay Improve cash fl ow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.

Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Reconciliation

Adra Match http://www.adramatch.com +44 207 868 5171 ACCOUNTS – Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

Adra Match http://www.adramatch.com +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumber-some spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.

Adra Match http://www.adramatch.com +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment fi le, open invoices and the customer register - the system matches all incoming payments.

m-hance Inc http://www.m-hance.com +44 (0)844 264 0932 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

m-hance Inc http://www.m-hance.com +44(0)844 264 0932 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.

Reporting

Accountable Software

http://www.accountable.com • 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

Accountable Software http://www.accountable.com • 610-983-3100 Forms Printer Print SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats.

AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

deFacto Global, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fi elds in GP.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.

Solver

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.

Royalty

Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

EthoTech, Inc. http://www.ethotech.com/commissionplan • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Eff ortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Promotions & Rebates Automate Promotions, Rebates, & Royalties. Include as SO line items or accruals. Establish rules by date & customer and price items by UOM or %.

Sales Order Processing Enhancement

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart Confi gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.

EthoTech, Inc. http://www.ethotech.com/commissionplan • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Eff ortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

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Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Telesales m-hancements See our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Telesales m-hancements - Additional Charges Please see our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Telesales m-hancements Price Negotiation See our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Telesales m-hancements - catalogue based sales Please see our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Telesales m-hancements customer call scheduling Please see our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Telesales m-hancements - Item Life Cycle Management Please see our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Telesales m-hancements Price Negotiation Please see our website for details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Telesales m-hancements - customer templates Please see our website for more details.

m-hance Inc http://www.m-hance.com/software-usa/telesales-m-hancements/ • 617-401-3341 Sales Connect Puts key sales information about products and availability at the fi ngertips of your sales person whilst in the fi eld - provided on mobile and tablet.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Order Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Security

Fastpath Solutions, Inc

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.

Fastpath Solutions, Inc

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Confi g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution off ers Single Sign on functionality.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Shipping/Manifesting

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

V-Technologies, LLC http://www.vtechnologies.com • 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

V-Technologies, LLC http://www.shipgear.com • 800-462-4016 ShipGear for UPS WorldShip and FedEx Ship Manager Access Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically up-date freight charges and tracking info.

Supply Chain Management

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.

AIM Computer Solutions, Inc.

http://www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Data Masons Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. Any easy to install solution with robust features.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

System Enhancement

AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modifi ed during the processing of transactions to speed customization and report development. Works with third-party modules.

DynamicsDownloads

http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Tax

Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to fi le and pay your payroll taxes.

Kamp-Data, Inc. http://www.kampdata.com • 702-948-6554 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

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Kamp-Data, Inc. http://www.kampdata.com • 702-948-6554 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Time and Attendance

Business Computers

Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or fi nger print reader.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/manager self-service for CAD payroll.

JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Trade Promotion Management

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade manage-ment for Microsoft Dynamics.

Workflow / Notifications

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workfl ow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workfl ow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept off er .

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegrator® Workfl ow A web-based workfl ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

docSTAR http://www.docstar.com • 888-docSTAR

NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workfl ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workfl ows integrated with Dynamics GP, NAV and CRM.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Integrity Data

http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.

MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.

Metafi le Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.

MHC Software, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Workfl ow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.

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.NET Development

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost eff ective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Application Service Provider/Hosting

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.

Myappsanywhere

http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great com-missions for the life of the contract. We guarantee 99.5% uptime.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

Business Portal Development

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Cloud Computing

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.

Data Resolution, LLC

http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

GoIWx, Inc. http://www.goiwx.com • 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.

MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the fi rst on-demand Microsoft Dynamics GP application. Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today!

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Suite Grow smarter with SMB Suite’s fully-integrated Microsoft Cloud ERP, CRM, and eCommerce solutions for small and mid-sized businesses.

Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

Custom Development

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Custom Development Services Fixed prices & over 10 years of experi-ence in custom development work.

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost eff ective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certifi ed .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

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WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Dexterity Development

Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.

Business Computers

Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or fi nger print reader.

DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/SQL/.NET/VB developers.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

HR & Payroll Implementation & Consulting

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solu-tion or only certain components. We also off er a variety of customization and training services.

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Implementation Services

Sierra Workforce Solutions

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Managed Services

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Marketing Planning & Services

Looking Glass Marketing

http://www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.

Tornado Marketing, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing off ers high-impact, highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations

Dynamic Communities

http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.

OnDemand Trials

RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

Plumbline Consulting, LLC.

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your off erings. 25+ yrs.

Sales Tax Management Service

Avalara, Inc.

http://www.info.avalara.com/TheList877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.

SharePoint Development

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Social Media

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 732-237-8795 Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!

Software Development Consulting

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost eff ective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Training

Accolade Publications, Inc.

http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and Management Reporter Training Hands on training at our Cincinnati location. GP classes include Financials & Supply Chain. CRM classes are Sales Management & Marketing Automation. We also off er Management Reporter classes. See website for details.

Writing/Documentation Services

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Pitch the paper clips.

Go beyond the electronic file cabinet and experience the amazing efficiencies of Paperless ERP from MetaViewer. From AP to AR and HR to the CFO—everyone can share in the benefits of 100% paperless transactions. MetaViewer gives you paperless invoice and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics® ERP integration. In Paperless ERP, nothing compares to MetaViewer. So pitch the paper clips and visit www.metaviewer.com/for-Microsoft-Dynamics.

March 4-7, 2014 | Atlanta, GAGold Sponsor

Booth 721