Author Archives for RSM Staff
Sage Intacct Improves Wholesale Distribution Productivity With New Features
Great news for wholesale distribution companies—Sage Intacct recently released new exciting features in their Inventory Control module to improve your...
Foreign Currency Expense Reports
Perhaps the biggest new feature with 2019.1 is the ability to reimburse employees in currencies other than the base currency...
You have the map – But don’t know where you’re going?
RSM recently released findings from its 2018 Digital Transformation Survey. We surveyed CFOs across the middle market to better understand...
Comparing Allocation Options in Sage Intacct
It’s no secret—allocations are time-consuming, error-prone, and yet, incredibly important for understanding financial performance. It’s vital for both businesses and...
Dynamics 365 For Finance and Supply Chain
Playing Well with Others: Budget Plans and Financial Report Designer in D365FO
Microsoft Dynamics 365 for Finance and Operations (D365FO) has a powerful Budget Planning feature set that allows organizations to build...
Dynamics 365 For Finance and Supply Chain, Microsoft
Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations
Have you ever gone to a specific grocery store to buy fruit and vegetables because you knew their quality was...
Refunding an Open Balance (Customer Deposit)
Refunding an open balance gives money back to a customer who has overpaid or is due a refund. For example,...
Dynamics 365 For Finance and Supply Chain, Microsoft
Microsoft D365 for Finance and Operations in Retail
When you start a retail business there are many challenges and it involves many, many decisions; where/how will you sell,...
Dynamics 365 For Finance and Supply Chain
PowerPoint and Prezi: Presentation Delivery with Unique Styles
Overview Throughout most of my career and in college, most of the presentations I’ve designed, or used to present to...
Dynamics 365 For Finance and Supply Chain
Handling Trade Allowances in Dynamics 365 for Finance and Operations
Overview In a previous article, we discussed what a Trade Allowance was in Dynamics 365 for Finance and Operations (D365) and...