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A Microsoft Packed Toolbox for Grants Organizations
If you have been following my series, “A Microsoft Packed Toolbox for Fundraising Organizations,” found here, you may have anticipated...
Dynamics 365 For Finance and Supply Chain, Manufacturing, Microsoft
Excel Power Query and Power Pivot with Dynamics 365 Finance and Supply Chain
Businesses and users will have requirements to combine various data sets for ad-hoc reporting needs. These data sets could include...
OpenAir: Custom Utilization Reporting
One common request our clients have is to create a custom calculation for utilization reporting. In this example, we will...
Using Assignment Groups in OpenAir
An Assignment group is a list of employees selected from all the active employees in the system. Assignment groups allow...
OpenAir Custom Calculations and Reporting
A custom calculation allows you to create a more specific calculation in the system than what comes out of the...
Saved Search on System Notes Fields
Purpose: Saved Search to show the latest edit to a record using System Notes fields Use Case: Vendor Edits to...
Using Advanced Filters in NetSuite OpenAir
Purpose: Using advanced filters to refine list views to display the data you need. The steps below will aid users...
Month-End and Year-End Processing in NetSuite
There are several important things to know when closing the books for month-end and year-end processing in NetSuite. These include:...
How to address the new ASC 842 lease accounting standard in NetSuite
The new ASC 842 standard presents a wide range of implications that will require most operating leases to be reflected...
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...