Author Archives for RSM Staff

Improves Wholesale Distribution Productivity

Sage Intacct Improves Wholesale Distribution Productivity With New Features

- April 9, 2019

Great news for wholesale distribution companies—Sage Intacct recently released new exciting features in their Inventory Control module to improve your...

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Foreign Currency Expense Reports

Foreign Currency Expense Reports

- April 5, 2019

Perhaps the biggest new feature with 2019.1 is the ability to reimburse employees in currencies other than the base currency...

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digital transformation

You have the map – But don’t know where you’re going?

- March 29, 2019

RSM recently released findings from its 2018 Digital Transformation Survey. We surveyed CFOs across the middle market to better understand...

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An allocation tool can help!

Comparing Allocation Options in Sage Intacct

- March 28, 2019

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...

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Playing Well with Others: Budget Plans and Financial Report Designer in D365FO

Playing Well with Others: Budget Plans and Financial Report Designer in D365FO

- March 24, 2019

Microsoft Dynamics 365 for Finance and Operations (D365FO) has a powerful Budget Planning feature set that allows organizations to build...

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Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations

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Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations

- March 20, 2019

Have you ever gone to a specific grocery store to buy fruit and vegetables because you knew their quality was...

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Refunding an Open Balance (Customer Deposit)

Refunding an Open Balance (Customer Deposit)

- March 14, 2019

Refunding an open balance gives money back to a customer who has overpaid or is due a refund. For example,...

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Microsoft D365 for Finance and Operations in Retail

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Microsoft D365 for Finance and Operations in Retail

- February 26, 2019

When you start a retail business there are many challenges and it involves many, many decisions; where/how will you sell,...

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PowerPoint and Prezi: Presentation Delivery with Unique Styles

PowerPoint and Prezi: Presentation Delivery with Unique Styles

- February 26, 2019

Overview Throughout most of my career and in college, most of the presentations I’ve designed, or used to present to...

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Handling Trade Allowances in Dynamics 365 for Finance and Operations

Handling Trade Allowances in Dynamics 365 for Finance and Operations

- February 26, 2019

Overview In a previous article, we discussed what a Trade Allowance was in Dynamics 365 for Finance and Operations  (D365) and...

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