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Top 5 Things to Know in Government Contracting This Week (April 6th – April 12th, 2024)

- April 12, 2024

Here are the top 5 things you need to know in the government contracting space this week: Lockheed Secures $4.1B...

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Future-Proof Your Access: Switch to User-Based Authentication Before the Deadline
Future-Proof Your Access: Switch to User-Based Authentication Before the Deadline

- April 11, 2024

Before diving into the details of the upcoming authentication changes for the Warehouse Management Mobile App, we highly recommend watching...

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NetSuite Japan Localization
NetSuite Japan Localization

- April 11, 2024

Co-Author: Pawan Singh and Satyam Shah NetSuite SuiteTax is a global tax management solution seamlessly integrated into the NetSuite platform,...

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Elevating Customer Connections in the Consumer World with NetSuite CRM
Elevating Customer Connections in the Consumer World with NetSuite CRM

- April 9, 2024

In the world of consumer products, crafting unforgettable customer experiences isn’t just a luxury—it’s the key to differentiation. In the...

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Setting up NetSuite Bank Feeds SuiteApp
Setting up NetSuite Bank Feeds SuiteApp

- April 8, 2024

Clients are often looking to automate their bank data import into NetSuite to avoid the tedious import of bank files....

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Setting up NetSuite with Ramp
Setting up NetSuite with Ramp

- April 8, 2024

At RSM, we frequently get asked to integrate AP automation solutions with our clients’ NetSuite instances, and sometimes even get...

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Setting Up Settle with NetSuite
Setting Up Settle with NetSuite

- April 8, 2024

RSM recently worked on a NetSuite implementation where the client used a platform called Settle, an AP automation tool and...

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Sage Intacct Advanced Ownership Consolidations: A Game-Changer
Sage Intacct Advanced Ownership Consolidations: A Game-Changer

- April 4, 2024

Sage Intacct Advanced Ownership Consolidations: A Game-Changer   Here’s a dilemma familiar to any owner (or ownership group) with less...

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New Release 2024.1 – Revenue Recognition Field Mapping Enhancements
New Release 2024.1 – Revenue Recognition Field Mapping Enhancements

- April 4, 2024

Co-Author: Eric Frei The release of NetSuite 2024.1 has brought enhancements to the Revenue Recognition Field Mapping functionality. Before diving...

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Customer Refund via Electronic Bank Payments
Customer Refund via Electronic Bank Payments

- April 3, 2024

NetSuite offers a SuiteApp, Electronic Bank Payments, that enables users to process bill payments, employee expenses, partner and employee commissions,...

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Expensify and NetSuite Integration Overview
Expensify and NetSuite Integration Overview

- April 3, 2024

One powerful way to streamline your processes is by integrating Expensify and NetSuite, two industry-leading solutions designed to simplify expense...

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Subscription Billing – Focusing in on Minimums and Maximums
Subscription Billing – Focusing in on Minimums and Maximums

- April 3, 2024

Minimums and Maximums Minimums and Maximums are an attribute of the usage-based pricing model that helps control the variability of...

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How well are companies navigating workforce balance?
How well are companies navigating workforce balance?

- April 2, 2024

HCM solution provider Dayforce surveyed 8,700+ global workers to find out  It is up to employers to discern whether the...

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Dynamics GP: Will you stay or will you go? Take our survey
Dynamics GP: Will you stay or will you go? Take our survey

- March 29, 2024

Microsoft is sunsetting Dynamics GP yet plans to support it through 2028. Some organizations will stay with the platform to...

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Transform Your Warehouse with NetSuite WMS: Benefits, Features, and Insights
Transform Your Warehouse with NetSuite WMS: Benefits, Features, and Insights

- March 29, 2024

In the dynamic landscape of industrial operations, Warehouse Management Systems (WMS) are pivotal for efficient logistics and streamlined processes. For...

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Simplifying NetSuite Inventory Adjustments: A Guide to Single-File Imports
Simplifying NetSuite Inventory Adjustments: A Guide to Single-File Imports

- March 28, 2024

The inventory adjustment record changes the quantity and value of an item without entering a purchase order. Inventory adjustments are...

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How to set up NetSuite Pay
How to set up NetSuite Pay

- March 28, 2024

NetSuite Pay is a new SuiteApp developed by NetSuite that is a fully integrated payment processing solution for clients using...

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From Inventory to Assets: Harnessing NetSuite for Strategic Asset Management
From Inventory to Assets: Harnessing NetSuite for Strategic Asset Management

- March 26, 2024

NetSuite’s Fixed Asset Management SuiteApp has an Asset Proposal feature that allows you to propose new assets from transaction(s) recording new assets....

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What’s New with M365: Quality of Life Updates – March 2024
What’s New with M365: Quality of Life Updates – March 2024

- March 22, 2024

For many of us, Microsoft 365’s variety of applications make the completion of our everyday workplace tasks possible. Excitingly, Microsoft...

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Using Stored and Non-Stored Custom Fields in Saved Searches
Using Stored and Non-Stored Custom Fields in Saved Searches

- March 20, 2024

Overview: Saved Searches in NetSuite are a powerful tool that allows users to search through thousands of records and return...

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User Interface Enhancements To SuiteAnalytics Workbook
User Interface Enhancements To SuiteAnalytics Workbook

- March 19, 2024

With the release of NetSuite 2023.2, enhancements and quality-of-life improvements have been made to SuiteAnalytics Workbook. Let’s look at what...

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Introducing The New Teams Discover Feed
Introducing The New Teams Discover Feed

- March 18, 2024

Microsoft has begun rolling out their New Microsoft Teams application globally. This new iteration of Teams introduces a plethora of...

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A Guide to Navigate in NetSuite
A Guide to Navigate in NetSuite

- March 18, 2024

A Guide to Navigate in NetSuite To new users, navigating in NetSuite might seem like a daunting task. There are...

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Selecting NetSuite Multibook Accounting: An Essential Guide
Selecting NetSuite Multibook Accounting: An Essential Guide

- March 15, 2024

In the ever-evolving landscape of business, staying ahead of the curve requires the right tools and strategies. NetSuite offers a...

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NetSuite’s GL – Matching Features and Capabilities
NetSuite’s GL – Matching Features and Capabilities

- March 15, 2024

GL Matching is a feature in NetSuite that adds the ability to match transactions, a common practice in many countries,...

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Ben Vollmer
Ben Vollmer Joins RSM’s Microsoft Practice as Power Factory Growth and Product Leader

- March 13, 2024

Welcome back to the Microsoft community Ben Vollmer! RSM is pleased to announce Ben will be joining the RSM Power...

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Upcoming Nonprofit’s Events
Upcoming Nonprofit’s Events

- March 13, 2024

Upcoming Event: Explore the future of your board: Digital transformation and risk Join Directors & Boards’ executive publisher David Shaw...

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Copilot for Microsoft 365 Community Series – Session #2
Copilot for Microsoft 365 Community Series – Session #2

- March 12, 2024

RSM is excited to present the second session in our community series on Copilot for Microsoft 365, the AI-powered assistant...

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Microsoft Fabric Community Conference
Microsoft Fabric Community Conference

- March 6, 2024

RSM is excited to be a Gold sponsor of the inaugural Microsoft Fabric Community Conference March 26-28, 2024 in Las...

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Standard Costing in NetSuite
Standard Costing in NetSuite

- March 5, 2024

Introduction: In the complex business management and financial tracking world, implementing effective costing methods is crucial for organizations to maintain...

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5 Things to Know in Government Contracting This Week — February 26 – March 4, 2024 
5 Things to Know in Government Contracting This Week — February 26 – March 4, 2024 

- March 1, 2024

Here are the top 5 things to know in Government Contracting this week:   New Government Contracting Opportunities and Emerging...

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NetSuite Creating Custom Sublists and Common Sublists for Non Profit Clients
NetSuite Creating Custom Sublists and Common Sublists for Non Profit Clients

- February 29, 2024

Introduction One of the benefits of NetSuite’s unified data structure is the interconnectivity of data. NetSuite sublists can be utilized...

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NetSuite 2024.1 New Release – NetSuite Pay SuiteApp (version 1.0.0)
NetSuite 2024.1 New Release – NetSuite Pay SuiteApp (version 1.0.0)

- February 28, 2024

The latest NetSuite 2024.1 Release introduces upgrades aimed at empowering organizations to optimize their data management, bolster software security, and...

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AP Automation: Bill Capture
AP Automation: Bill Capture

- February 28, 2024

What is bill capture? Using Bill Capture, you can upload or Email vendor bill files to create NetSuite vendor bills....

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SharePoint Embedded: Unleashing the Power of Microsoft 365 Content Management
SharePoint Embedded: Unleashing the Power of Microsoft 365 Content Management

- February 27, 2024

In the ever-evolving landscape of enterprise applications, SharePoint Embedded recently emerged as a major game-changer for content management. This innovative...

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Smart Count SuiteApp Enhancements
Smart Count SuiteApp Enhancements

- February 27, 2024

In the fast-paced world of business, efficient inventory is a crucial part of warehouse management’s best practices. With customers wanting...

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Quartzy and NetSuite Integration Overview

- February 26, 2024

Quartzy simplifies lab management by streamlining procurement and inventory tasks. Quartzy now provides Netsuite integration, enhancing the efficiency of the...

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Distributing Expenses Across Subsidiaries in NetSuite via the Transaction Line Distribution SuiteApp
Distributing Expenses Across Subsidiaries in NetSuite via the Transaction Line Distribution SuiteApp

- February 26, 2024

Nowadays, many businesses use NetSuite’s OneWorld which enables them to manage records and transactions for their multiple subsidiaries. Often time,...

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Advanced Inventory: Automated Reorder Points
Advanced Inventory: Automated Reorder Points

- February 26, 2024

Overview Advanced inventory enhances NetSuite and provides more visibility between locations and an even furthered automated environment. The automated reorder...

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Top 5 Things to Know in GovCon this Week: February 17th-23rd, 2024
Top 5 Things to Know in GovCon this Week: February 17th-23rd, 2024

- February 23, 2024

  Here are the top 5 things to know in Government Contracting this week: Compliance and Regulation Updates: This week,...

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Teams Premium Miniseries, Pt. 2: All About Your Brand – Explaining Teams Premium’s Custom Meeting Themes and How to Make Them
Teams Premium Miniseries, Pt. 2: All About Your Brand – Explaining Teams Premium’s Custom Meeting Themes and How to Make Them

- February 21, 2024

Microsoft has officially begun to roll out its suite of new features for Teams Premium. This new toolset brings a...

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Getting Started with the Payment Automation SuiteApp 
Getting Started with the Payment Automation SuiteApp 

- February 21, 2024

Getting Started with the Payment Automation SuiteApp  Automation is a fast-growing facet of successful modern businesses. Cash flow management becomes...

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Customize a Subscription Pricing Sublist
Customize a Subscription Pricing Sublist

- February 20, 2024

Customize a Subscription Pricing Sublist   Within a subscription record, clicking Customize will allow editing of the display order and field...

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Welcome to the NEWest chapter of Microsoft Teams!
Welcome to the NEWest chapter of Microsoft Teams!

- February 19, 2024

As we embrace this exciting era, let’s explore what makes the new version of Teams a standout upgrade from its...

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Automated Cash Application
Automated Cash Application

- February 16, 2024

Month-end close is a stressful time for many of our clients, and simplifying that process is one of the many...

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NetSuite Cash Application: Simplify Finances with Automation
NetSuite Cash Application: Simplify Finances with Automation

- February 16, 2024

NetSuite Cash Application: Simplify Finances with Automation   This article comprehensively examines NetSuite’s Automated Cash Application feature, covering its key benefits,...

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NetSuite 2023.2 Quality Management SuiteApp Enhancements
NetSuite 2023.2 Quality Management SuiteApp Enhancements

- February 15, 2024

This blog is co-authored by Nikita Kumari and Brittany Quinlan. Effective quality management helps organizations meet regulatory and internal quality...

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Empowering Daily Tasks with Copilot Studio: Integrating AI Solutions
Empowering Daily Tasks with Copilot Studio: Integrating AI Solutions

- February 13, 2024

Copilot Studio, formerly Power Virtual Agents, is a part of the Power Platforms suite that offers a solution to integrating...

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Copilot for Microsoft 365 Community Series
Copilot for Microsoft 365 Community Series

- February 12, 2024

RSM would like to thank everyone who was able to join the first session of our new community series on...

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AI Copilots: From R2-D2 to Jarvis, How AI Technology is Transforming Our Digital Assistants
AI Copilots: From R2-D2 to Jarvis, How AI Technology is Transforming Our Digital Assistants

- February 12, 2024

Welcome to the cutting-edge world of AI copilots, the latest innovation reshaping our interaction with technology in the workplace. These...

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Vendor Prepayment with Bill.com Solution
Vendor Prepayment with Bill.com Solution

- February 9, 2024

REQUIREMENT: Clients often have a requirement where they need to pay vendors a pre-payment on a shipment per the established...

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Salesforce Commerce Cloud 2024 Roadmap: Composable Innovation Leads
Salesforce Commerce Cloud 2024 Roadmap: Composable Innovation Leads

- February 9, 2024

  The Salesforce Commerce Cloud 2024 roadmap announcement brings a plethora of exciting features, with particular attention to the enhancements...

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2024 RSM Microsoft Events
2024 RSM Microsoft Events

- February 6, 2024

RSM plays an active role in the Microsoft community across all product areas. We regularly sponsor and attend conferences and...

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Utilizing Microsoft Mesh in Teams Meetings
Utilizing Microsoft Mesh in Teams Meetings

- February 5, 2024

Microsoft Mesh is a new platform that enables immersive and collaborative experiences across multiple devices and locations. With Mesh, you...

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Saudi Arabia E-Invoicing- NetSuite Integration for ZATCA Requirements
Saudi Arabia E-Invoicing- NetSuite Integration for ZATCA Requirements

- February 2, 2024

As businesses continue to expand and grow internationally, it is more important than ever to have a system to manage...

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Change on the Horizon: WORK Transactions Deprecated in D365 Finance & Supply Chain
Change on the Horizon: WORK Transactions Deprecated in D365 Finance & Supply Chain

- February 1, 2024

We want to ensure you know of an upcoming change to how inventory transactions associated with WORK/inventory movements within an...

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NetSuite CPQ: The Next Thing for You
NetSuite CPQ: The Next Thing for You

- February 1, 2024

Within the fast-moving business environment of global enterprises, managing customizable and complex products while dealing with length sales cycles, inconsistencies...

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SuiteTax and India localization Overview
SuiteTax and India localization Overview

- February 1, 2024

Co-author: Sansdeep Gill NetSuite SuiteTax is a global tax management solution seamlessly integrated into the NetSuite ERP platform, catering to...

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RSM Cloud Readiness and Assessment Services Overview
RSM Cloud Readiness and Assessment Services Overview

- January 31, 2024

RSM provides modular, framework-based Azure cloud readiness assessment services to confirm our clients’ business and IT ecosystem are ready and...

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Unleashing Operational Excellence: The Impact of MES-ERP Integration in Manufacturing
Unleashing Operational Excellence: The Impact of MES-ERP Integration in Manufacturing

- January 30, 2024

In the dynamic realm of manufacturing, the adoption of Industry 4.0 strategies and factory automation has become increasingly prevalent among...

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Matrix, Kit, and Group Items – How Do They Differ?
Matrix, Kit, and Group Items – How Do They Differ?

- January 30, 2024

NetSuite’s inventory capabilities feature various individual inventory item types, such as serialized inventory and non-inventory for resale. Often, multiple items...

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NetSuite Custom Records for Multiple Field Defaulting
NetSuite Custom Records for Multiple Field Defaulting

- January 26, 2024

Custom Records Custom records in NetSuite can assist organizations in organizing and utilizing information that cannot be done through native...

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Streamlining Operations: RSM’s NetSuite Impact on Distribution Success
Streamlining Operations: RSM’s NetSuite Impact on Distribution Success

- January 24, 2024

NetSuite is a cloud-based business management software that is an excellent fit for distribution. Because NetSuite’s functionality is a great...

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NetSuite Tips & Tricks
NetSuite Tips & Tricks

- January 24, 2024

NetSuite delivers business value, a value that grows with increased customization of dashboards, personalization of preferences, and fine-tuning of saved...

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RSM Achieves the Cisco Hybrid Cloud Computing Specialization
RSM Achieves the Cisco Hybrid Cloud Computing Specialization

- January 22, 2024

RSM announced today that it has achieved the Cisco Hybrid Cloud Computing Specialization through the Cisco Partner Program. The distinction...

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Zone Advanced Billing: A NetSuite Suite App
Zone Advanced Billing: A NetSuite Suite App

- January 22, 2024

What is Zone Advanced Billing (ZAB)? Zone Advanced Billing is a Subscription and Billing Management native NetSuite SuiteApp built for...

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Creating a Transaction Line Distribution Schedule
Creating a Transaction Line Distribution Schedule

- January 22, 2024

Overview The Transaction Line Distribution SuiteApp provides organizations the ability to distribute expenses across different subsidiaries, classifications, custom segments, departments,...

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Electronic Bank Payments Enhancements
Electronic Bank Payments Enhancements

- January 22, 2024

NetSuite has introduced the 2023.2 new release notes, which includes enhancements to the Electronic Bank Payments SuiteApp. The Electronic Bank...

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How NetSuite’s SuiteBilling Renewal Uplift Percentage Functionality Can Boost Your Revenue
How NetSuite’s SuiteBilling Renewal Uplift Percentage Functionality Can Boost Your Revenue

- January 22, 2024

  Are you a business that offers subscription-based products or services? If so, you likely understand how challenging the renewal...

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Unlocking Opportunities: RSM at the Nonprofit Innovation Hub
Unlocking Opportunities: RSM at the Nonprofit Innovation Hub

- January 16, 2024

Embark on a journey into innovation with RSM! We’re thrilled to sponsor the National Mentoring Summit, an exclusive gathering where...

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NetSuite Costing
NetSuite Costing

- January 9, 2024

Optimizing your business’s potential involves seamlessly blending accounting and inventory functionalities. Imagine effortlessly tracking asset values and calculating profits. Welcome...

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Strengthen Your Cybersecurity with Microsoft’s New Conditional Access Policies – Act Now!
Strengthen Your Cybersecurity with Microsoft’s New Conditional Access Policies – Act Now!

- January 9, 2024

As your first-choice advisor in the middle market, we at RSM are committed to keeping you informed about the latest...

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NetSuite Outsourced Manufacturing: Starting from the PO or Work Order
NetSuite Outsourced Manufacturing: Starting from the PO or Work Order

- January 8, 2024

NetSuite’s Outsourced Manufacturing function allows companies to track production of finished goods performed by outside companies.  Outsourced Manufacturing (also referred...

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Fixed Assets Management SuiteApp : Initial Set Up
Fixed Assets Management SuiteApp : Initial Set Up

- January 8, 2024

Oracle NetSuite Fixed Asset Management (FAM) empowers companies to optimize their asset-related processes comprehensively. Through the capabilities of NetSuite, businesses...

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Optimize the performance of your network with Cisco SD-WAN
Optimize the performance of your network with Cisco SD-WAN

- January 3, 2024

Cisco SD-WAN is a cloud-based network solution that simplifies and secures the connectivity between branches, data centers, cloud applications, and...

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NetSuite Fixed Asset Management: Overview
NetSuite Fixed Asset Management: Overview

- December 22, 2023

Co-authored with Pawan Singh The NetSuite Fixed Assets Management SuiteApp plays an impactful role in automating the company’s management of...

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Embracing Sustainability: The Imperative of ESG in Industrial Companies
Embracing Sustainability: The Imperative of ESG in Industrial Companies

- December 21, 2023

There has been a paradigm shift in the business world in recent years towards a more sustainable and responsible approach....

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SharePoint Look Book – Learning Pathways
SharePoint Look Book – Learning Pathways

- December 20, 2023

Have you ever heard of the SharePoint Look Book? If not, there’s no need to worry; you aren’t alone. The...

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Microsoft Nonprofit Global Summit
Microsoft Nonprofit Global Summit

- December 20, 2023

Welcome to the heart of innovation! RSM is excited to participate in the Global Nonprofit Leaders Summit, an exclusive event...

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Must-Try Features in the Sage Intacct 2023 R4 Update
Must-Try Features in the Sage Intacct 2023 R4 Update

- December 18, 2023

The 2023 R4 update to Sage Intacct is one of the most important and exciting in recent memory, making additions,...

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Common Customer Portal Functionality with Salesforce
Common Customer Portal Functionality with Salesforce

- December 18, 2023

Customers for B2B companies expect to be able to do self-service transactions at any time. Whether it is finding more...

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Teams Premium Miniseries, Pt. 1: All About Your Meetings – Intelligent Recap
Teams Premium Miniseries, Pt. 1: All About Your Meetings – Intelligent Recap

- December 15, 2023

Microsoft recently introduced Teams Premium, an add-in for the popular communication tool, Teams. This new offering comes with a range...

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Unlocking the Potential ROI of AI: A Physics Perspective
Unlocking the Potential ROI of AI: A Physics Perspective

- December 14, 2023

Technology has always been a catalyst for transformative growth, and today, Artificial Intelligence (AI) holds tremendous potential to reshape businesses. Like potential...

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Rebate Enhancements  Patch notes 2023.2 NetSuite
Rebate Enhancements Patch notes 2023.2 NetSuite

- December 14, 2023

In the Dynamic landscape of modern business, maximizing profitability and streamlining operations are perpetual goals. NetSuite continues to evolve in...

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Webinar Recap – Navigating Mergers & Acquisitions in the Industrial Sector with NetSuite
Webinar Recap – Navigating Mergers & Acquisitions in the Industrial Sector with NetSuite

- December 13, 2023

Mergers and acquisitions (M&A) are common in the many industries including industrials, but they also pose significant challenges for business...

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SharePoint Online Migration Myth Busters: Navigating the Maze
SharePoint Online Migration Myth Busters: Navigating the Maze

- December 8, 2023

Co-written with William Jones. SharePoint Online, the robust cloud-based collaboration platform from Microsoft, has become the go-to destination for organizations...

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RSM & Microsoft – Providing Solutions Through the Art of the Possible
RSM & Microsoft – Providing Solutions Through the Art of the Possible

- December 8, 2023

RSM and Microsoft are strategically collaborating to tap into the $10 trillion digital market. RSM, renowned for its end-to-end Industry...

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Enhancing Vendor-Item Approval in NetSuite’s Purchase Order Process: Implications in the Life Sciences Industry and Beyond
Enhancing Vendor-Item Approval in NetSuite’s Purchase Order Process: Implications in the Life Sciences Industry and Beyond

- December 7, 2023

*This is a scripted customization. For more information on implementing into your NetSuite instance contact a member of the RSM...

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ZoneBilling vs. SuiteBilling as a NetSuite Billing Solution
ZoneBilling vs. SuiteBilling as a NetSuite Billing Solution

- December 7, 2023

In the fast-moving business environment of global enterprises, managing complex billing processes is central to continued success. For NetSuite, the...

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Is it time to migrate from your legacy ERP?
Is it time to migrate from your legacy ERP?

- December 7, 2023

Is it time to Migrate from your Legacy ERP? Signs to Migrate from an Old System include: Unsupported Technology The...

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Common Portal Functionality for Driving Partner Success
Common Portal Functionality for Driving Partner Success

- December 4, 2023

Very few companies stand completely alone in their quest to grow. That is why most companies build partner networks and...

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NetSuite – Enhancements to SuiteAnalytics
NetSuite – Enhancements to SuiteAnalytics

- December 4, 2023

NetSuite has new 2023.2 Release Notes that provides enhancements to SuiteAnalytics capabilities. With these new enhancements, users can expect to...

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Leveraging Oracle NetSuite to Enhance Business Value through CRM Insights
Leveraging Oracle NetSuite to Enhance Business Value through CRM Insights

- November 30, 2023

As businesses navigate the complexities of client and sales data management, gaining meaningful insights becomes crucial for assessing and improving...

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Microsoft Dynamics GP Year-End Close Webcast Series
Microsoft Dynamics GP Year-End Close Webcast Series

- November 29, 2023

Event overview Your year-end close doesn’t have to be painful! RSM will help you navigate through all the latest changes...

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 Costed Bill of Materials SuiteApp
 Costed Bill of Materials SuiteApp

- November 29, 2023

The NetSuite 2023.2 release introduces a highly anticipated feature for manufacturing clients: the Costed Bill of Materials, without any additional...

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NetSuite – HMRC Integration for submitting digital UK VAT100 Report
NetSuite – HMRC Integration for submitting digital UK VAT100 Report

- November 29, 2023

Why implement HMRC Integration functionality within NetSuite? As of April 1, 2019, the United Kingdom requires VAT-registered businesses with a...

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Digital Transformation in Real Estate – Time to Get Onboard
Digital Transformation in Real Estate – Time to Get Onboard

- November 28, 2023

This chart comes from a recent PwC survey of over 1,000 real estate professionals. Respondents were asked whether different technologies...

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Microsoft Copilot Dashboard: A Copilot and Viva Collaboration
Microsoft Copilot Dashboard: A Copilot and Viva Collaboration

- November 22, 2023

Microsoft has finally released Copilot to the general audience, and the AI train has been moving full speed ahead ever...

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Turning an ask into a task with Microsoft Teams and To Do
Turning an ask into a task with Microsoft Teams and To Do

- November 20, 2023

When working on multiple projects, committees, organizations, and workgroups we often fall behind on the little things. These simple asks...

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Recent IRS change related to filing Year End documents, including 1099s, W2s and 1095-Cs
Recent IRS change related to filing Year End documents, including 1099s, W2s and 1095-Cs

- November 18, 2023

As we approach 2023 calendar year end, the RSM team would like to make sure you are aware of a...

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RSM’s Approach to Content Migration to Microsoft 365
RSM’s Approach to Content Migration to Microsoft 365

- November 16, 2023

One of the most common challenges that RSM’s clients face is document management. Typically, outdated and disorganized files cause inefficiencies,...

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Copilot for Microsoft 365 (M365): M365 Chat First Looks
Copilot for Microsoft 365 (M365): M365 Chat First Looks

- November 10, 2023

“Captain’s log, Stardate 77302.3; Chat is now mainstream…” Chatting with a computer used to be science fiction… “Computer, engage.” But...

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The New Wave of Teams Premium: Three Invaluable Features Available Now
The New Wave of Teams Premium: Three Invaluable Features Available Now

- November 9, 2023

Microsoft Teams has been heavily utilized across businesses everywhere for a few years, and now that we are in the...

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Microsoft Secure Score: What is it and what does it mean for you?
Microsoft Secure Score: What is it and what does it mean for you?

- November 9, 2023

What is Microsoft Secure Score? Microsoft Secure Score is a security analytics tool that helps organizations assess and improve their...

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Using the Updates App in Microsoft Teams
Using the Updates App in Microsoft Teams

- November 9, 2023

Microsoft Teams has changed the way we work and remain productive in the evolving business landscape. Microsoft Teams provides the...

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Microsoft 365: Is Your Organization RaMPing UP?
Microsoft 365: Is Your Organization RaMPing UP?

- November 8, 2023

In a rapidly evolving digital landscape, businesses are constantly seeking ways to optimize their operations, enhance productivity, and stay competitive....

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Copilot for Microsoft 365 – Outlook Email First Looks
Copilot for Microsoft 365 – Outlook Email First Looks

- November 1, 2023

Copilot for Microsoft 365 (M365) was released for enterprise customers on November 1, 2023. The scale of the Copilot for...

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Are you ready for Microsoft Copilot?
Are you ready for Microsoft Copilot?

- November 1, 2023

Written in collaboration with Kaleb Dombeck Your everyday AI Companion Microsoft Copilot is designed to revolutionize how we work, offering...

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Now is the time to modernize with Microsoft D365 Business Central
Now is the time to modernize with Microsoft D365 Business Central

- October 31, 2023

Upgrades and transitioning to the latest versions of ERP software requires meticulous planning and skilled execution by a team of...

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The Best of Breed Approach when selecting Construction Solution Software
The Best of Breed Approach when selecting Construction Solution Software

- October 30, 2023

The best-of-breed approach is when selecting ERP Construction, which is choosing specialized software products that meet your company’s requirements.   This...

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New Service Overview: Implementing Microsoft Syntex
New Service Overview: Implementing Microsoft Syntex

- October 30, 2023

Biotech uses automation to simplify data extraction process RSM recently implemented Microsoft Syntex for a biotechnology company specializing in therapeutics....

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Grouping Invoices with Sub-Customer Reference on Child Invoices
Grouping Invoices with Sub-Customer Reference on Child Invoices

- October 27, 2023

Overview If NetSuite Invoice Grouping is being used, and each Invoice being grouped has different customers, all of which are...

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A Successful Training Partnership: RSM and Sage Intacct
A Successful Training Partnership: RSM and Sage Intacct

- October 26, 2023

In the world of accounting and financial services, the adoption of new software can be a daunting experience. This is...

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Field Service to Cash: Simplifying Processes for Improved Cash Flow
Field Service to Cash: Simplifying Processes for Improved Cash Flow

- October 26, 2023

In today’s fast-paced business world, effectively managing cash flow is crucial for companies to remain competitive and financially stable. Fortunately,...

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Power Automate: Streamline and Accelerate Contract Processing
Power Automate: Streamline and Accelerate Contract Processing

- October 26, 2023

In the fast-paced world of modern business, efficiency and automation have become essential components for success. One area where this...

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SharePoint: An Intranet Solution
SharePoint: An Intranet Solution

- October 24, 2023

When our clients consider SharePoint, they often envision a web-based repository for distributing and storing digital content. While technically accurate,...

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The Crucial Role of Landed Cost in Your Business: A Comprehensive Guide
The Crucial Role of Landed Cost in Your Business: A Comprehensive Guide

- October 24, 2023

In the world of supply chain management and business profitability, there’s a term that often goes unnoticed but holds immense...

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Washington, DC – RSM US LLP, a leading provider of audit, tax, and consulting services focused on the middle market,...

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Are you looking for an easy to use and reliable method for protecting your Microsoft 365 and Azure data? If...

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For nonprofits to make the biggest impact, comply with all funding requirements, and maintain a positive reputation, they must carefully...

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RSM is excited to be a sponsor at the Community Summit NA Conference this year October 15th-20th. Please view our...

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In the highly competitive construction industry, staying ahead of the game requires efficient project management, resource allocation, and financial control....

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NetSuite New 2023.2 Release Features: Ship Central
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NetSuite Revenue Recognition with Grant Billing

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Overview Many Nonprofit organizations leverage NetSuite’s Advanced Revenue Management (ARM) and Projects modules to automate monthly revenue recognition for Grant...

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Community Summit – RSM Speaking Sessions
Community Summit – RSM Speaking Sessions

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RSM is thrilled to be a premier sponsor of North America Community Summit in Charlotte, NC (Oct. 15-20, 2023). We...

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Family Office Asset Tracking with Sage Intacct Dimensions
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The average family office manages over $1 billion in assets across a diverse portfolio of public and private equities, income...

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Customer Relationship Management (CRM) software encompasses a wide range of business capabilities from marketing automation to sales management to quoting...

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Thank you so much for joining our sessions! Please find the videos below! May 25th, 2023: A new approach to...

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RSM Wins Microsoft US Defense and Intelligence Partner of the Year 2023!
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We at RSM, a leading global provider of audit, tax, and consulting services, are thrilled to announce that RSM has...

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Elevating Business Outcomes: Customer Experience and Its Impact on The ‘Total Experience’
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As defined by Gartner’s Top Strategic Technology Trends, the “Total Experience combines multi-experience, customer experience, employee experience, and user experience...

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RSM was proud to be a gold sponsor of ServiceNow’s Knowledge 2023 conference at The Venetian Las Vegas, May 16−18,...

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The Great Resignation denotes the massive wave of employees who – resulting from the COVID-19 pandemic and other economic factors...

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Microsoft Build is a conference highlighting the latest innovations and trends in software development. This year, the conference focused on...

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Cisco certifications have become a benchmark of excellence in the IT and networking field. RSM is proud to be one...

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Advanced Revenue Management Period Close Checklist
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LastPass is one of the leaders in the security industry, particularly in password management. LastPass is in the process of being...

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In today’s global marketplace, providing a personalized customer experience is more important than ever before. When customers feel that a...

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Allocating Indirect Costs in Healthcare: Simpler With Sage Intacct
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Healthcare accounting comes with complex and time-consuming requirements for even the smallest of providers. As organizations grow larger, the scale...

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A popular bundle used by many companies on NetSuite, the File Drag and Drop Bundle adds functionality that allows users...

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As the world becomes more interconnected and technology continues evolving, nonprofits constantly search for new and innovative ways to raise...

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Sage Intacct for Family Offices: Track Investments With Dimensions
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We have written several times before about why Sage Intacct is not just an appropriate but an ideal financial management...

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Using Data to Better Tell Your Nonprofit’s Story: A Webcast Review
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DDS (Data and Digital Services) Leadership recently presented a webcast for nonprofits, Using Data to Better tell your Nonprofit’s Story....

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Days sales outstanding (DSO) is a measurement of the average number of days that it takes for a company to...

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Salesforce Person Accounts Overview
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If you’ve been following the Salesforce Nonprofit Cloud news (Nonprofit Cloud), you know one of the significant changes between Nonprofit...

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Sage Intacct + Kantata – A Powerful Pairing for Professional Services
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Research suggests that professional services firms are struggling with digital transformation. Only 12% of firms have completed their transformation, and...

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Crossfit is one the most recognizable brands in fitness.  With growth to over 5 million athletes and over 14,000 locations...

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Empowering Nonprofits: How Microsoft’s Cloud Solutions and RSM’s Advisors are Driving Digital Transformation
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The nonprofit industry has undergone a significant digital transformation in recent years, with an estimated value of over $50 billion....

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Microsoft’s New AI Assistant: Microsoft 365 Copilot
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Microsoft recently announced the revolutionary new Microsoft 365 Copilot service, which is poised to help businesses and individuals maximize productivity...

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NetSuite WMS: Errors from 2023.1 Release & How to Resolve Them
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NetSuite recently rolled out the new 2023.1 release for WMS, SCM Mobile, and MFG Mobile, which may cause errors in...

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In NetSuite, Groups are a set of employees, contacts, customers, partners, or vendors. You can create groups of records to...

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Intro to Nonprofit Cloud
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If you’re a Salesforce fan or just plugged into nonprofit tech, you have likely heard rumors about Salesforce’s change to...

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Microsoft Co-Pilot is an AI-powered tool that assists Dynamics 365 users in writing better code and improving productivity. Co-Pilot uses...

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Non-Profit organizations can utilize NetSuite to allocate donations with purpose or time restrictions. Purpose restricted donations can be strategically associated...

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Prevent Your Sensitive Data from Being Stored in ChatGPT
Prevent Your Sensitive Data from Being Stored in ChatGPT

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Artificial Intelligence and a machine’s ability to mimic human speech has always fascinated humankind. Recently, OpenAI’s artificial intelligence language model...

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- April 7, 2023

In today’s hyper-competitive construction market, it’s a great accomplishment to win a bid or get awarded a contract. But it’s...

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How Sage Intacct Nonprofit Upgrades Decision-Making on Day One
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A recent survey highlights why reporting matters more important than ever for nonprofits of all shapes and sizes. The survey...

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How to Update the Existing Entity Bank Details of Employee or Vendor Records via CSV Import
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  The Entity Bank Details is another Custom Record from the Electronic Bank Payments bundle, but the difficulty in performing a...

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How to Expose Customer Entity Bank Details in a NetSuite Saved Search
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How to Expose Customer Entity Bank Details in a NetSuite Saved Search A Saved Search in NetSuite is an ad...

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How to Disable Bank Integrations from NetSuite Payments Bundle
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Log into your NetSuite Environment using the Administrative Role. Hover over the ‘Payments’ Center > ‘Setup’> ‘Bank Detail You will...

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Linking Projects and Contracts – A Secret Weapon in SaaS
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- March 13, 2023

One area in which Sage Intacct excels, particularly compared to other mid-market financial management platforms, is with understanding the realities...

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How Microsoft Dynamics 365 Helps You Navigate the Complexities of Working with USAID
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The various sub-groups of the Government Contracting industry each have their own rules, regulations, and standard operating procedures. Contractors working...

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Highlights From Sage Transform 2022
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Billing itself as a true user conference, Sage Transform invites stakeholders from across the Sage ecosystem to gather once a...

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We know that Dynamics GP will be supported by Microsoft through at least 2028, but many GP customers will start...

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Sage Intacct never rests on its laurels. The developers behind this cloud-based financial management platform are committed to continually expanding...

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Unleashing the Power of Artificial Intelligence for Middle Market Businesses: How OpenAI can drive growth and efficiency
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Artificial intelligence (AI) is revolutionizing the business landscape, and it is not only beneficial to large corporations; middle market companies...

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We are roughly halfway through Q1 2023, and as such the Dynamics 365 Commerce platform continues to evolve at a rapid...

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Every Problem in Healthcare Accounting Has the Same Solution
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- February 8, 2023

As the US healthcare industry approaches $3 trillion in revenue in 2022, effective accounting becomes extremely important. Providers deal with...

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Leveraging Dynamics 365 for Oil Commodity Pricing and Costs
Leveraging Dynamics 365 for Oil Commodity Pricing and Costs

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Many energy and manufacturing clients source and consume commodities to manufacture their end products – tracking average daily costs in...

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Sage Intacct + FamilySight – Transforming Family Offices
Sage Intacct + FamilySight – Transforming Family Offices

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The most important thing that family offices do is also the most difficult: reporting. Reports encompass all the work the...

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Person-Centered Systems: Part 3
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- January 6, 2023

So what have we learned? First, in an increasingly decentralized world, where remote work has become more prevalent, it is...

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A Microsoft Packed Toolbox for Grants Organizations
A Microsoft Packed Toolbox for Grants Organizations

- January 6, 2023

If you have been following my series, “A Microsoft Packed Toolbox for Fundraising Organizations,” found here, you may have anticipated...

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Blast Off: Space Products Company Launches their ERP of the future with D365 and RSM
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This Photo by Unknown Author is licensed under CC BY RSM, a Microsoft Cloud Solutions Partner and leader in providing...

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NRF – Retail’s Big Show – RSM Digital Collateral
NRF – Retail’s Big Show – RSM Digital Collateral

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RSM is excited to be a sponsor at NRF’s Big Show January 14-17, 2023. Visit our NRF event page As...

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Microsoft Announces Intune Premium Suite
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- December 19, 2022

At this year’s Microsoft Ignite 2022 conference, the tech giant announced that a new, premium version of their Microsoft Intune...

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Network Detective Pro and Cloudockit – For Better Understanding and Protecting Your Cloud Environment
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As companies move further and further into the world of online work environments, one of the most dynamic solutions to...

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Azure Active Directory and Microsoft Endpoint Manager
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- December 19, 2022

This article details the Azure Active Directory (Azure AD) and Microsoft Endpoint Manager (MEM) services. RSM recommends Azure AD and...

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Profitability and Contract Performance

- December 15, 2022

Operating in the Life Science industry can bring a variety of challenges around the visibility and management of chargebacks, rebates,...

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Contract Management: What it means, What RSM Offers

- December 15, 2022

RSM solves the complex life science revenue management process by handling contract management, chargeback adjudication, rebate, and fee processing while...

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Product Configurator Part 2 – BOMs and Routes
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- December 9, 2022

Introduction This article is part two of a blog series (you can find part one here) covering the product configurator...

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Introduction The performance of manufacturing is essential to a company’s supply chain. Some of the issues manufacturers face today are...

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Power BI November 2022 Update
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The Power BI November update was recently released, with many new features and visuals being released. Continue reading below to...

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RSM named 2022 Sage Intacct Growth Partner of the Year
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RSM US LLP (“RSM”), the nation’s leading provider of audit, tax and consulting services focused on the middle market –...

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RSM provides end-to-end, industry-specific Microsoft solutions for thousands of our clients across the world. We are an award-winning Microsoft Gold...

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There has been a lot of confusion about the roadmap for Microsoft Dynamics GP.  Several years ago Microsoft shifted Dynamics...

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Microsoft Dynamics GP allows your nonprofit organization to manage more than just financial statements. With integrated financial management, project accounting,...

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For many life sciences companies, managing lab purchasing is critical to controlling spend and ensuring you maintain an adequate cash...

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The Power BI October update was recently released, and it includes many innovative features. Some of the most interesting highlights...

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HRO: Helping Nonprofits Focus on Mission, rather than Administration Nonprofits often have limited financial and people resources, which can exacerbate...

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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

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Review of Revenue Contract Management Cycle as it Relates to ERP
Review of Revenue Contract Management Cycle as it Relates to ERP

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RSM is a leading provider of Revenue Contract Management services and software in the Life Science industry. With years of...

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Tillamook – RSM Microsoft Client Case Study
Tillamook – RSM Microsoft Client Case Study

- October 20, 2022

Tillamook County Creamery Association is a farmer-owned cooperative based in Tillamook, Ore. Founded in 1909, Tillamook is owned by almost...

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Webinar Recap: Managing Transportation Costs with D365 Finance & Supply Chain and RSM’s ProShip Shipping Service Integration
Webinar Recap: Managing Transportation Costs with D365 Finance & Supply Chain and RSM’s ProShip Shipping Service Integration

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How can a company manage inbound/outbound transportation costs more efficiently? Join RSM to understand what platforms they recommend using to...

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TechnoMile – Elevate Conference
TechnoMile – Elevate Conference

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We proudly announce that RSM US LLP is the Platinum Sponsor of this year’s inaugural Elevate conference with our partner...

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After a year of unprecedented disruptions to store operations, a store’s role in merchant strategy is changing and being reinterpreted....

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As the digital retail landscape evolves, new challenges and opportunities are emerging. Microsoft Dynamics 365 e-Commerce is a powerful application...

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Year-end brings with it many different events… with luck these events will include holidays, family and friends, and fresh starts. ...

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We have had several requests to assist clients with generating an ACH file out of Microsoft Dynamics GP in the...

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I’ve been hearing that there is some confusion around the bank reconciliation process in Microsoft Dynamics 365 Business Central. It...

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Are you only using the global dimensions in your Business Central Account Schedules? Do you want to expand the Account...

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How Dynamics 365 Commerce can support effective headless commerce Customer buying patterns can change rapidly, and that has become even...

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How do intercompany transactions work in Business Central? I decided to write this blog, as several people have asked how...

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Tuesday, October 19th 12pm ET / 9 am PT 1.2 CTP Credits Blossoming companies using Microsoft Dynamics 365 are running...

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Yes, it is that time of year again. The next release will be out soon. I am so looking forward...

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RSM is excited that the Dynamics Community Summit (formerly called Dynamics UG Summit) is returning this Fall. This year Dynamics...

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Microsoft Office Export to Excel usually only shows a few of the fields, but you want to validate all of...

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Have you experienced the power of Sage Intacct’s Checklist and Assignment feature for your month-end or quarterly internal financials? As...

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With a theme of time savings and proficiencies in automation, Sage Intacct 2021 Release 3 offers several exciting enhancements for...

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D365 is to post bank transfers in a single journal without using a clearing account if you attempt to post...

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Automated Accounting Part 11, Yes, you can actually Post a PO Receipt for Procurement Categories

- September 5, 2021

PO Receipts appears to work just fine when receiving inventory, just doesn’t appear to post anything in General Ledger for...

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Sage launches new Finance Superhero Series
Sage launches new Finance Superhero Series

- September 2, 2021

Join us and Sage Intacct this Fall for their recently launched Finance Superhero webcast series! In this series you’ll learn...

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Automated Accounting Part 10, Foreign Currency Translation & Reval in a Consolidation Company
Automated Accounting Part 10, Foreign Currency Translation & Reval in a Consolidation Company

- August 30, 2021

In a previous blog, we talked about posting foreign currency transactions. Today we are looking at a different angle. We...

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Usage Billing in Sage Intacct
Usage Billing in Sage Intacct

- August 30, 2021

Usage-based billing allows companies to bill customers based on their use of a product, which means as usage varies, so...

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Easy Accurate D365 Transactions via Pivot Tables instead of “T” Accounts
Easy Accurate D365 Transactions via Pivot Tables instead of “T” Accounts

- August 25, 2021

This blog provides an accurate and easier alternative to manually preparing “T” accounts from your D365 Vouchers. “T” accounts are...

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Automated Accounting Part 9, Foreign Currency Transactions
Automated Accounting Part 9, Foreign Currency Transactions

- August 20, 2021

Our goal today is to post transactions in a foreign currency and automatically record the exchange rate on a transaction....

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Payment Reconciliation Journals in Business Central
Payment Reconciliation Journals in Business Central

- August 17, 2021

Did you know you could use the Payment Reconciliation Journals to perform tasks beyond just a simple import of a...

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How Sage Intacct’s Report Writer Can Make Franchise Businesses More Efficient
How Sage Intacct’s Report Writer Can Make Franchise Businesses More Efficient

- August 16, 2021

Due to the number of individual entities they operate, franchise companies have countless specialized reporting needs. Using an older accounting...

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RSM announces the new quarterly Dynamics Innovation Summit

- August 16, 2021

RSM is excited to announce our inaugural Microsoft Dynamics Innovation Summit, which will kick off at 1:00pm Eastern on Tuesday,...

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Hot Off the Press, Microsoft D365 2021 release wave 1 plan
Hot Off the Press, Microsoft D365 2021 release wave 1 plan

- August 15, 2021

Microsoft periodically delivers automatic Dynamics 365 Updates. This keeps your ERP system up to date with the latest and greatest...

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Automated Accounting Part 8, Interunit-debit & Interunit-credit (… Balance Sheets by BU)
Automated Accounting Part 8, Interunit-debit & Interunit-credit (… Balance Sheets by BU)

- August 10, 2021

Our business scenario today is automating balancing of a Financial Dimension: Business Unit. We have decided to proceed using a...

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How Sage Intacct’s Report Writer Can Make Franchise Businesses More Efficient
How Sage Intacct’s Report Writer Can Make Franchise Businesses More Efficient

- August 10, 2021

Due to the number of individual entities they operate, franchise companies have countless specialized reporting needs. Using an older accounting...

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How Sage Intacct Dashboards Can Benefit Family Offices
How Sage Intacct Dashboards Can Benefit Family Offices

- August 9, 2021

Accounting for family offices includes a wide range of needs. Sage Intacct dashboards can help manage them more effectively. Dashboards,...

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Automated Accounting Part 7, Fixed Asset Proceeds on Cash Flow Statement
Automated Accounting Part 7, Fixed Asset Proceeds on Cash Flow Statement

- August 5, 2021

Today we will look at the Sale of Fixed Assets and how to separate the disposal on the trial balance....

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Automated Accounting Part 6, Entangled Customers and Vendors
Automated Accounting Part 6, Entangled Customers and Vendors

- July 31, 2021

Now, why would we want to do that? This is an introductory setup for processing D365 Intercompany Purchase and Sales...

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Webinar – Seven Reasons 7-Time NetSuite Partner of the Year Recommends Kyriba
Webinar – Seven Reasons 7-Time NetSuite Partner of the Year Recommends Kyriba

- July 29, 2021

Financial organizations of all sizes on Oracle NetSuite are supplementing, reducing financial risks, and empowering their treasury teams by bolting...

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What’s new with the Sales Accelerator

- July 28, 2021

The Sales Accelerator is part of Dynamics 365 Sales and to get access to it you’ll need to have a...

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Automated Accounting Part 5, Intercompany Customer Payments
Automated Accounting Part 5, Intercompany Customer Payments

- July 27, 2021

Today we will expand on the last post in the series by adding functionality for Recording Cash Receipts in one...

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Check order status with Power Virtual Agent and Power Automate
Check order status with Power Virtual Agent and Power Automate

- July 27, 2021

I get a lot of requests where my prospects want Power Virtual Agent to be able to answer questions about...

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What is a work order?
What is a work order?

- July 25, 2021

A work order is a request for a technician to be scheduled to complete a task or a job. The...

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Don’t be afraid of Father Time. D365 Year End Close.
Don’t be afraid of Father Time. D365 Year End Close.

- July 20, 2021

The short and sweet Year-End Close creates beginning balances for the new year’s Trial Balance. There is no need to...

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Updated Dynamics GP Roadmap
Updated Dynamics GP Roadmap

- July 20, 2021

On July 8, 2021 Microsoft released the below updated roadmap for Dynamics GP.  We are excited to see Microsoft’s commitment...

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Why you should consider adding multiple pickup methods for customers shopping at your retail establishment
Why you should consider adding multiple pickup methods for customers shopping at your retail establishment

- July 20, 2021

Retail is ever-changing and evolving, becoming more manageable and more frustrating at the same time. In 2020, when the Covid-19...

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Part 1: Sale of Service Agreements
Part 1: Sale of Service Agreements

- July 19, 2021

Industrial sector companies often produce and sell products that need servicing over time. These services could include routine inspections and...

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Automated Accounting Part 4, Intercompany Ledger Journals
Automated Accounting Part 4, Intercompany Ledger Journals

- July 15, 2021

Today will focus on automating Intercompany Ledger Journals. We want D365 to automatically fill in the related Intercompany Receivable and...

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Automated Accounting Part 3 – Inventory Posting Profiles, Production Orders
Automated Accounting Part 3 – Inventory Posting Profiles, Production Orders

- July 10, 2021

Today we will be bridging the gap between the Purchase and Sales Orders and dive into the Inventory Posting Profiles...

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New! Directly Integrate SAP Concur with Sage Intacct
New! Directly Integrate SAP Concur with Sage Intacct

- July 8, 2021

One of Sage Intacct’s strengths is how well it works with the other systems your company uses. Direct integration with...

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Sage Intacct 2021 Release 2 Highlights Offer Increased Efficiency and Learning Opportunities
Sage Intacct 2021 Release 2 Highlights Offer Increased Efficiency and Learning Opportunities

- July 6, 2021

Sage Intacct users will likely be giving the latest quarterly release two thumbs up. In fact, at least one of...

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New Master Planning Optimization Add-in for D365 Supply Chain Management
New Master Planning Optimization Add-in for D365 Supply Chain Management

- July 6, 2021

We all know that Master Planning is extremely helpful in facilitating companies’ important information such as raw material availability, capacities...

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Microsoft to Launch New Cloud Promotion for Legacy Customers
Microsoft to Launch New Cloud Promotion for Legacy Customers

- July 1, 2021

On September 1, 2021, Microsoft will launch the Bridge to the Cloud promotion through the Cloud Solution Provider (CSP) program....

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Working Remotely with Microsoft Dynamics GP
Working Remotely with Microsoft Dynamics GP

- June 30, 2021

Covid restrictions may be starting to lift around the country, however, according to a recent survey only about 1 in...

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Microsoft Throttling in D365 Finance and Supply Chain
Microsoft Throttling in D365 Finance and Supply Chain

- June 29, 2021

Microsoft is enabling throttling on oData and custom web services to D365 F&S, which will require investigation by all D365...

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An Easy Method for Reviewing Funds and Multi-Year Grant Balances in Sage Intacct
An Easy Method for Reviewing Funds and Multi-Year Grant Balances in Sage Intacct

- June 29, 2021

Does your nonprofit organization struggle to easily find your ending grant balances for a certain period? Do you need to...

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Automated Accounting Part 2 – Inventory Posting Profiles, Sales Orders
Automated Accounting Part 2 – Inventory Posting Profiles, Sales Orders

- June 25, 2021

Today we will be reviewing automation of accounting for Sales Orders. We want D365 to automatically code the following journals:...

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Automated Accounting Part 1 – Inventory Posting Profiles, Purchase Orders
Automated Accounting Part 1 – Inventory Posting Profiles, Purchase Orders

- June 25, 2021

So, what are posting profiles? They are the Dynamics 365 configuration of automatic transaction journal entries. These setups are the...

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Offline Warehousing with Dynamics 365 Supply Chain Management
Offline Warehousing with Dynamics 365 Supply Chain Management

- June 22, 2021

Many organizations need to run mission-critical processes around the clock without interruption. Cloud and Edge scale units enable manufacturing and...

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Scribe Online Adapter convert to Azure AD – Client Credentials

- June 9, 2021

Prerequisites D365 online Scribe Insight 7.9.5 or newer Scribe Adapter for Microsoft Dynamics CRM 562 HF 14 Azure AD App...

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Your super user is leaving, now what?
Your super user is leaving, now what?

- June 7, 2021

There is a reason organizations ask for two weeks’ notice. When a key resource decides to leave an organization, a...

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Optimize and Empower Your Transactions with NetSuite Advanced PDF
Optimize and Empower Your Transactions with NetSuite Advanced PDF

- June 2, 2021

Your outgoing transaction documents should look exactly the way you want them to. Representing professionalism, increasing usability, and transforming how...

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Top Six Metrics and KPIs for SaaS Companies to Monitor in Sage Intacct
Top Six Metrics and KPIs for SaaS Companies to Monitor in Sage Intacct

- June 2, 2021

Specific metrics define success for software as a service (SasS) companies. Whether you want to secure additional funding or are...

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Dynamics GP – Payables Trial Balance Reports Missing Vendor Invoices after GP18 Update”
Dynamics GP – Payables Trial Balance Reports Missing Vendor Invoices after GP18 Update”

- June 1, 2021

Several of our clients noticed some vendor invoices not yet paid had dropped off the aging reports after updating to...

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Microsoft Dynamics GP – Error on Payroll Tax Filing Status
Microsoft Dynamics GP – Error on Payroll Tax Filing Status

- May 27, 2021

When running the Payroll Calculate Checks process in Dynamics GP, you receive an error: “The tax filing status record for...

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Microsoft Dynamics GP Permission Errors Running Reports After Upgrading to GP 2018 & GP 2016
Microsoft Dynamics GP Permission Errors Running Reports After Upgrading to GP 2018 & GP 2016

- May 22, 2021

You’ve just recently upgraded Dynamics GP, and when running a report, you receive the error: “Not privileged to run this...

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Memorized Transactions: Creating a Memorized Transaction for a Specific Date
Memorized Transactions: Creating a Memorized Transaction for a Specific Date

- May 20, 2021

A memorized transaction in NetSuite enables the user to set up a transaction to recur automatically in the system. Memorized...

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How Family Offices Can Benefit From Working With Sage Intacct and RSM
How Family Offices Can Benefit From Working With Sage Intacct and RSM

- May 19, 2021

The financial interests of family offices can be quite complex. Partnering with RSM can help your family office work more...

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Use Different Document Layouts for Customers and Vendors in D365 Business Central
Use Different Document Layouts for Customers and Vendors in D365 Business Central

- May 18, 2021

Did you know that in Business Central you can create custom report layouts and assign them to either your customers...

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Management Reporter – DataMart Rebuild & Reconfiguring Change Tracking
Management Reporter – DataMart Rebuild & Reconfiguring Change Tracking

- May 17, 2021

If you’ve discovered missing or bad data on your Management Reporter reports or have some other reason that you need...

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Microsoft Dynamics GP – Error “Asset ID is required.”
Microsoft Dynamics GP – Error “Asset ID is required.”

- May 12, 2021

The user attempted to delete a Fixed Asset in GP and received an error message that the “Asset ID is...

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More Information on the Banking Updates to Business Central in the 2021 Wave 1 Release
More Information on the Banking Updates to Business Central in the 2021 Wave 1 Release

- May 12, 2021

As I mentioned in my last blog about Business Central, there are some exciting updates for bank reconciliation in the...

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Two-factor authentication (2FA) for NetSuite
Two-factor authentication (2FA) for NetSuite

- May 10, 2021

Two-factor authentication (2FA) allows enforcement of the second level of security for logging in to the NetSuite user interface. Using...

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Microsoft Dynamics GP – Error Opening Customer/Vendor Consolidations Window
Microsoft Dynamics GP – Error Opening Customer/Vendor Consolidations Window

- May 7, 2021

You’re receiving the following error when trying to open the Customer/Vendor Consolidations window, “Your previous transaction level posting has not...

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Connection Options for getting Dynamics 365 Sales Data into Power BI
Connection Options for getting Dynamics 365 Sales Data into Power BI

- May 7, 2021

Microsoft Dynamics 365 Sales is a model-driven app that enables users to build strong relationships with customers, discover insights to...

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Setting Up Pending Approval Email Template
Setting Up Pending Approval Email Template

- May 5, 2021

The Email Template tab in NetSuite enables users to customize messages to allow for notifications sent directly to their emails....

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Setup and configuration for Engineering change management functionality – Part 1
Setup and configuration for Engineering change management functionality – Part 1

- May 5, 2021

How many times have you had users in the system who make unauthorized changes to a released product that caused...

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What’s planned for Business Central in the 2021 Wave 1 Release?
What’s planned for Business Central in the 2021 Wave 1 Release?

- April 28, 2021

I am so excited for the next wave release. I think you will agree that these are fantastic updates to...

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NetSuite Outsourced Manufacturing – Configuration & Demo
NetSuite Outsourced Manufacturing – Configuration & Demo

- April 26, 2021

Overview NetSuite 2020.1 release introduced Outsourced Manufacturing, a solution for companies that use a third-party contract manufacturing organization (CMO) within...

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Sage Intelligent Time Named One of The 2021 Top New Products By Accounting Today
Sage Intelligent Time Named One of The 2021 Top New Products By Accounting Today

- April 23, 2021

For service-based companies, tracking employee time is not as simple as asking them to clock in and clock out. Poor...

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Effective Date Pricing SuiteApp
Effective Date Pricing SuiteApp

- April 23, 2021

The Effective Date Pricing SuiteApp enables you to set a schedule for specific price changes in advance. NetSuite SuiteApps are...

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Dynamics GP Payroll – New Federal Filing Status Options
Dynamics GP Payroll – New Federal Filing Status Options

- April 23, 2021

In 2020 Microsoft rolled out some new Federal Filing Statuses for Dynamics GP Payroll. The 5 new filing statuses that...

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How NetSuite Multi-Book Translates Functional Currency to Foreign Currency for Reporting Purposes
How NetSuite Multi-Book Translates Functional Currency to Foreign Currency for Reporting Purposes

- April 20, 2021

Many companies have foreign subsidiaries where GAAP requires the functional currency to be the US Dollar, but where there continue...

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New Release Perspective: NetSuite Updates Targeting Tech, Media & Telecom
New Release Perspective: NetSuite Updates Targeting Tech, Media & Telecom

- April 19, 2021

Recent NetSuite enhancements increase efficiency and automation for companies within the Technology, Media and Telecom (TMT) sectors. This article reviews...

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How Do I Set a Lookup in the CDS/Dataverse Connector? You Don’t!

- April 7, 2021

Last year, Microsoft released a new Common Data Service Connector aptly suffixed with ‘(Current Environment)’. Though the connector gave us...

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Master Planning Item Coverage – Part III
Master Planning Item Coverage – Part III

- March 24, 2021

Previously, we discussed the coverage groups in Master Planning and went through the other tab of the form. In this...

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Sage Intacct Construction Continues to Build New Features to Meet User Needs
Sage Intacct Construction Continues to Build New Features to Meet User Needs

- March 22, 2021

As the construction industry continues to adapt to the new world emerging from the fallout of the pandemic, more companies...

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Previewing Azure Purview
Previewing Azure Purview

- March 18, 2021

What is Purview? We are going to be talking about Azure Purview in this post. No, that is not a...

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Working Smarter with Sage Intacct 2021 Release 1
Working Smarter with Sage Intacct 2021 Release 1

- March 17, 2021

Among the many benefits of Sage Intacct are the quarterly updates which offer new features and functionality, helping your company...

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Installing Bank Feeds and Setting up Financial Institution
Installing Bank Feeds and Setting up Financial Institution

- March 16, 2021

The Bank Feeds SuiteApp enables the User in NetSuite to automate the upload of their bank and credit card data...

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Dynamics NAV/Dynamics 365 Business Central Remove Access to General Ledger Entries with standard Permission Sets
Dynamics NAV/Dynamics 365 Business Central Remove Access to General Ledger Entries with standard Permission Sets

- March 16, 2021

“…But they shouldn’t be able to see General Ledger details.” If you’ve implemented Dynamics NAV/D365 Business Central you’ve heard that...

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Dynamics 365 CE Bulk Delete Duplicate Records with Power Automate
Dynamics 365 CE Bulk Delete Duplicate Records with Power Automate

- March 4, 2021

Duplicate Detection rules in Dynamics 365 Customer Engagement (CE) are great for preventing duplicates, but aren’t helpful once you already...

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Security and Controls for Dynamics GP
Security and Controls for Dynamics GP

- February 25, 2021

Fastpath and RSM Do you question if your GP environment is actually secure? Do you wonder if users have unauthorized...

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RSM & Emburse Partnership Announcement
RSM & Emburse Partnership Announcement

- February 25, 2021

We are excited to announce that we are now partnered with Emburse, the market leader for expense management and accounts...

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NetSuite Update: 2021.1 release notes are here
NetSuite Update: 2021.1 release notes are here

- February 22, 2021

As you may have noticed during your last login, NetSuite has announced their 2021.1 release dates. You can find the...

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NetSuite New Release Facts 2021.1
NetSuite New Release Facts 2021.1

- February 22, 2021

The New Release Portlet Will Provide Important Resources: Release Preview Date When your Release Preview/Demo environment will be ready.  This...

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Getting to know our MVPs – Dian Taylor
Getting to know our MVPs – Dian Taylor

- February 12, 2021

Becoming a Microsoft MVP takes a lot of time and discipline with a dedication towards supporting the business applications community...

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Getting to know our MVPs – Seth Bacon
Getting to know our MVPs – Seth Bacon

- February 12, 2021

Seth Bacon had a busy year in 2020 with one of his many accomplishments being named a Microsoft MVP for...

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Native Sage Intacct and Salesforce Integration for SaaS Companies
Native Sage Intacct and Salesforce Integration for SaaS Companies

- February 10, 2021

The software as a service (SaaS) market continues to grow as more and more businesses are shifting away from their...

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How Sage Intacct Dimensions Can Support Faith-Based Organizations
How Sage Intacct Dimensions Can Support Faith-Based Organizations

- February 2, 2021

Whether your faith-based organization is managing day-to-day operations or preparing for growth, its specialized accounting needs can be a lot...

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Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part II
Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part II

- February 1, 2021

Last month we discussed the coverage groups in Master planning and went through its General tab. In this article, we...

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Track Encumbrances and Commitments With Sage Intacct’s User-Defined Books
Track Encumbrances and Commitments With Sage Intacct’s User-Defined Books

- January 25, 2021

January is an ideal time to take a look at how your company handles its budget. User-defined books in Sage...

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How Associations Can Use Sage Intacct for Greater Efficiency and Increased Visibility
How Associations Can Use Sage Intacct for Greater Efficiency and Increased Visibility

- January 7, 2021

Many associations depend on outdated accounting systems, which makes operations less effective and even limits potential membership growth. With Sage...

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Intercompany Netting in NetSuite Release 2020.2
Intercompany Netting in NetSuite Release 2020.2

- January 5, 2021

The 2020.2 release delivers a host of long-awaited enhancements to intercompany functionality. While some improvements target the complexities of multi-currency...

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Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part I
Master Planning Item Coverage in Dynamics 365 Supply Chain Management – Part I

- December 22, 2020

Master planning in Dynamics 365 Supply Chain Management can be confusing for those who are learning to use it for...

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Sage Intacct 2020 R4 highlights: outlier detection, updated AR interface, and more
Sage Intacct 2020 R4 highlights: outlier detection, updated AR interface, and more

- December 21, 2020

In a time filled with uncertainty, you can still count on Sage Intacct’s quarterly releases to add features and functions...

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Improve Your Foundation’s Reporting with Sage Intacct
Improve Your Foundation’s Reporting with Sage Intacct

- December 17, 2020

Is your foundation managing grant reporting, restricted schedules and cost-reimbursable tracking manually? For increased accuracy and efficiency, these processes can...

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Top 5 Features of Microsoft D365 Commerce – e-commerce and One Functionality Gap
Top 5 Features of Microsoft D365 Commerce – e-commerce and One Functionality Gap

- December 17, 2020

Since before Microsoft’s e-commerce platform became generally available RSM’s team has been leading the way in developing with Ste Michelle...

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Sage Intacct Construction and Real Estate: Building More Efficient Financial Management
Sage Intacct Construction and Real Estate: Building More Efficient Financial Management

- December 15, 2020

Your company needs the right tools to get the job done. Sage Intacct Construction and Real Estate was developed to...

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Azure Express Route Considerations
Azure Express Route Considerations

- December 11, 2020

Middle market organizations are deploying Azure Express Route to provide reliable, low latency connections between their primary office(s) – where...

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The Best Thing about Sage Intacct Budgeting and Planning? Saying “Goodbye” to Spreadsheet Headaches and Busy Work!
The Best Thing about Sage Intacct Budgeting and Planning? Saying “Goodbye” to Spreadsheet Headaches and Busy Work!

- December 7, 2020

Saying “Goodbye!” to spreadsheet headaches and busy work is indeed a benefit that Sage Intacct Budgeting and Planning provides, but...

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Time to Prepare for Regulatory Reporting to the IRS
Time to Prepare for Regulatory Reporting to the IRS

- December 7, 2020

It is that time of year again where we start thinking about preparing for our year end closes and generating...

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Take your fundraising beyond Giving Tuesday
Take your fundraising beyond Giving Tuesday

- December 2, 2020

While we have just finished up with Giving Tuesday, it is just a reminder of how much fundraising impacts your...

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Are You Ready to Close Your Fiscal Year?
Are You Ready to Close Your Fiscal Year?

- December 1, 2020

Many companies will have a fiscal year that closes on December 31st and will need to process their year-end close activities. ...

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Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Dynamics 365 for Operations: The numerous uses for project contracts is staggering

- November 18, 2020

Blog Series Part 5 – Contract Progress Billing Rule As you may recall, in Part 3 of this series I...

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What’s New in Dynamics GP? October 2020 Release Features
What’s New in Dynamics GP? October 2020 Release Features

- November 16, 2020

With the most current release of Microsoft Dynamics GP that came out last month, many new and exciting features and...

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Sage Intacct 2020 R3 highlights: credit card feeds, inactivity reminders, and more
Sage Intacct 2020 R3 highlights: credit card feeds, inactivity reminders, and more

- November 3, 2020

With each quarterly Sage Intacct release, there is a lot to get excited about. This is especially true for 2020...

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Five things we learned at Sage Intacct Advantage 2020
Five things we learned at Sage Intacct Advantage 2020

- October 31, 2020

Sage Intacct Advantage 2020, held virtually this year, was packed with information, updates, tips and tricks. With travel costs taken...

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Grow Customer Relationships at Scale with ERP data and Customer Insights
Grow Customer Relationships at Scale with ERP data and Customer Insights

- October 30, 2020

Use your ERP for customer discussions Omni-channel retailers capture customer data across transactions and online ad and web engagement. Using...

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Identifying NetSuite SuiteCommerce Advanced (SCA) Version
Identifying NetSuite SuiteCommerce Advanced (SCA) Version

- October 27, 2020

When working on a NetSuite e-commerce website, identifying the platform and version is a critical first step. There have been...

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Power Automate CDS Option Sets: Where are my labels?

- October 26, 2020

Microsoft has positioned the CDS current environment connector as the one to use and that connector has given us a...

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Planning Optimization in Dynamics 365 Supply Chain Management
Planning Optimization in Dynamics 365 Supply Chain Management

- October 26, 2020

For those of you involved in running Master planning in Dynamics 365 Supply Chain Management, you know the drill: schedule...

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Power Automate Date Filtering on Today’s Date
Power Automate Date Filtering on Today’s Date

- October 20, 2020

Using Power Automate I often need to filter records based on date to find only those matching a certain date....

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Salesforce and Sage Intacct: the Sales and Accounting Dream Team
Salesforce and Sage Intacct: the Sales and Accounting Dream Team

- October 13, 2020

Sage Intacct and Salesforce are like peanut butter and jelly — great by themselves but even better together. A pre-built...

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Dunning Email Templates: Adding Custom Transaction Fields to the Email Template
Dunning Email Templates: Adding Custom Transaction Fields to the Email Template

- October 9, 2020

The Dunning Letters SuiteApp enables NetSuite users to set up automated dunning processes in NetSuite to help manage the collections...

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NetSuite SuiteSolutions Are Now Free
NetSuite SuiteSolutions Are Now Free

- October 8, 2020

In Early 2019, NetSuite announced that they would be providing all SuiteSolutions to customers at no additional cost. SuiteSolutions are...

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Microsoft Dynamics Fundraising and Engagement – Part 2
Microsoft Dynamics Fundraising and Engagement – Part 2

- October 8, 2020

This is the second blog in a series devoted to Microsoft Dynamics Fundraising and Engagement. The first blog introducing this...

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New IRS form 1099-NEC: What it Means for Dynamics GP
New IRS form 1099-NEC: What it Means for Dynamics GP

- October 8, 2020

The IRS has released a new form 1099-NEC (non-employee compensation) which replaces using Box 7 of the 1099-MISC form from...

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Microsoft Dynamics Fundraising and Engagement is released!
Microsoft Dynamics Fundraising and Engagement is released!

- October 1, 2020

Microsoft recently included Fundraising and Engagement as part of its Dynamics 365 offering for the Not For Profit community. This...

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The Miami Heat are using Microsoft technology to change the customer experience
The Miami Heat are using Microsoft technology to change the customer experience

- October 1, 2020

As the Miami Heat march through the playoffs, their fans hang on every shot, dunk, and block.  Microsoft technology has...

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Power Automate Flows: Adding Properties to Arrays

- September 28, 2020

Recently, a client requested something in their Business Central integration: Show us the company for each record you are integrating....

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OpenAir: Custom Utilization Reporting
OpenAir: Custom Utilization Reporting

- September 21, 2020

One common request our clients have is to create a custom calculation for utilization reporting.  In this example, we will...

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4 Critical Challenges that all Life Sciences Firms Can Solve with Technology
4 Critical Challenges that all Life Sciences Firms Can Solve with Technology

- September 21, 2020

Whether they are developing new drug therapies, designing innovative medical devices, or creating more accurate medical diagnostic tools, organizations that...

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How to embed PowerApps into Dynamics 365 Dashboards
How to embed PowerApps into Dynamics 365 Dashboards

- September 21, 2020

Dynamics 365 is already a robust suite, but what if you could get access to your data faster and in...

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Using Assignment Groups in OpenAir
Using Assignment Groups in OpenAir

- September 18, 2020

An Assignment group is a list of employees selected from all the active employees in the system. Assignment groups allow...

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Dynamics GP Technical Support Alert, Word Template and eOne SmartConnect Errors
Dynamics GP Technical Support Alert, Word Template and eOne SmartConnect Errors

- September 18, 2020

Many of our clients have recently reported receiving errors in Dynamics GP & eOne’s SmartConnect related to a recent Microsoft...

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Realize the Power of your Data with Intuitive Reporting
Realize the Power of your Data with Intuitive Reporting

- September 18, 2020

The wide range of reporting possibilities in cloud-based accounting solution Sage Intacct gives users easy access to a significant amount...

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OpenAir Custom Calculations and Reporting
OpenAir Custom Calculations and Reporting

- September 15, 2020

A custom calculation allows you to create a more specific calculation in the system than what comes out of the...

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Using Descriptive Analytics to Improve Decision-Making
Using Descriptive Analytics to Improve Decision-Making

- September 14, 2020

For optimized insights into both your current operations and future growth, your company needs both descriptive and predictive analytics. Sage...

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RSM’s National Dynamics GP Support Moves to World-Class Service Now Platform
RSM’s National Dynamics GP Support Moves to World-Class Service Now Platform

- September 12, 2020

Are you experiencing delays getting support from your Dynamics GP solution partner?  If so, wait no longer. RSM’s National Dynamics...

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Customizing Transaction Email Templates to “Include Transaction”
Customizing Transaction Email Templates to “Include Transaction”

- September 12, 2020

When sending emails out of NetSuite via workflow, one great feature is the ability to include an Email Template as...

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Webinar – Connect your supply chain and deliver amazing customer experiences
Webinar – Connect your supply chain and deliver amazing customer experiences

- September 10, 2020

Optimize operations and engage customers with Microsoft Dynamics 365 October 7, 2020 2:00 PM Eastern Time (11:00 AM Pacific Time)...

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Automating Use Tax Calculation with a Workflow in NetSuite
Automating Use Tax Calculation with a Workflow in NetSuite

- September 8, 2020

Use tax is a sales tax on purchases made outside one’s state of residence for taxable items that will be used, stored or...

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Modifying Your Subsidiary Hierarchy
Modifying Your Subsidiary Hierarchy

- September 4, 2020

Purpose Modify the existing subsidiary structure to add additional roll-up/parent subsidiaries, a new subsidiary becomes the parent entity or you...

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Creating Custom Email Templates for Electronic Payment Notification
Creating Custom Email Templates for Electronic Payment Notification

- August 31, 2020

This article outlines some tips and tricks to use when setting up email notifications to Customers, Vendors, and employees when...

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Common Data Service (Current Environment): Now Outside of Solutions!
Common Data Service (Current Environment): Now Outside of Solutions!

- August 21, 2020

Have you been working hard on your Power Automate Flows for CDS/Dynamics 365 Sales outside a solution only to find...

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NetSuite Update: 2020.2 release notes are here
NetSuite Update: 2020.2 release notes are here

- August 14, 2020

As you may have noticed during your last login, NetSuite has announced their 2020.2 release dates. You can find the...

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Add Dynamic Hyperlinks in Emails Sent by Microsoft Power Automate
Add Dynamic Hyperlinks in Emails Sent by Microsoft Power Automate

- August 14, 2020

Microsoft Power Automate is a powerful tool with many capabilities to help automate your business processes. By using Microsoft Power...

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NetSuite New Release Facts 2020.2
NetSuite New Release Facts 2020.2

- August 13, 2020

The New Release Portlet Will Provide Important Resources: Release Preview Date When your Release Preview/Demo environment will be ready.  This...

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Customizing Sage Intacct to Expand your Productivity and Efficiency
Customizing Sage Intacct to Expand your Productivity and Efficiency

- August 4, 2020

When you use Sage Intacct, you will find that the cloud-based accounting system can be tailored to meet your company’s...

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Dynamics Users: Migrate to the Cloud for Free
Dynamics Users: Migrate to the Cloud for Free

- July 28, 2020

Has the sudden switch to full-time remote work had an impact on you and your organization? Well, Microsoft has now...

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Extend the Life of your Dynamics GP Solution
Extend the Life of your Dynamics GP Solution

- July 23, 2020

Two key reasons a company usually decides to change their accounting system are 1) for better financial reporting and 2)...

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Using the new Views functionality in Dynamics 365 Finance and Supply Chain Management
Using the new Views functionality in Dynamics 365 Finance and Supply Chain Management

- July 21, 2020

Recently, Microsoft introduced additional personalization functionality in Dynamics 365 Finance and Supply Chain Management that is a total game-changer for...

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More Efficient Operations for Professional Service Firms with Sage Intacct
More Efficient Operations for Professional Service Firms with Sage Intacct

- July 20, 2020

Whatever your professional service firm specializes in, from digital marketing and IT services to consulting and engineering, Sage Intacct is...

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Dynamics 365 for Operations: The numerous uses for project contracts is staggering
Dynamics 365 for Operations: The numerous uses for project contracts is staggering

- July 16, 2020

Blog Series Part 4- Milestone Contract Billing As you may recall, my previous blog, Part 3: Project Contracts, showed you...

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Empowering Web Authors: Dynamics 365 Commerce
Empowering Web Authors: Dynamics 365 Commerce

- July 15, 2020

With the launch of Microsoft’s digital commerce solution earlier this year, the options for hosting e-commerce stores have expanded. An...

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Sage Intacct for Success: Five Features that Support Company Growth
Sage Intacct for Success: Five Features that Support Company Growth

- July 14, 2020

As you manage your software or technology company, Sage Intacct can meet your business’s needs today and in the future....

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Sage Intacct 2020 R2 Highlights
Sage Intacct 2020 R2 Highlights

- July 10, 2020

The second release of Sage Intacct in 2020 includes a wide range of updates, from a game-changing way to manage...

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Why does my Cumulative Retained Earnings Exchange Rate look so weird?
Why does my Cumulative Retained Earnings Exchange Rate look so weird?

- July 6, 2020

I get asked this question a lot from clients when they look at their retained earnings and their Cumulative Translation...

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Making the Case for Better B2B E-Payment Processing
Making the Case for Better B2B E-Payment Processing

- July 2, 2020

New fintech trends are constantly emerging. This can make it difficult to determine which ones are necessary and which are...

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Sales and Purchase Agreements in Dynamics 365