Posting Payroll Accounts Set up… It appears Microsoft is making this much easier. Pam Misialek spent some time featuring the improvements on posting payroll accounts: See posting accounts in a navigation list Import and Export via Excel Filter with navigation list functionality Looks like they’re really making this easier! https://goo.gl/oEHLYH justin@caidynamics.com
Prepayment on purchase order total amounts – Now the prepayment amounts can include taxes, freight, and miscellaneous. You can now include the entire PO amount in the prepayment. https://goo.gl/FxRyrb justin@caidynamics.com
OK, we’re starting to catch up! April 5th, our friend Pam Misialek from Microsoft pointed out a great new feature to exclude inactive pay codes. When doing a pay code look up in 2016 you can now exclude the inactive pay codes. No need to scroll through them, and no way to select an inactive […]
How are you looking at CPI? Continuous process improvement techniques are often used to review processes, but are you stopping there, or ingraining the concepts into your culture? And is Lean and CPI the same thing? Do they overlap? I’m sure several people will happily debate Lean vs. CPI, but again let’s try to keep […]
4/4’s daily post from Pam Misialek addresses something that was a pet peeve of mine for years! When exporting to Excel numbers will be formatted as numbers, not text! It’s about time. This will make working with data in excel that much easier. https://goo.gl/DcuFTk justin@caidynamics.com
3/31’s post – This one I know people have been looking for: Credit Card Payments through Payables screen!! Option for a Check batch to be paid by Credit Card! How many people have been looking for this?! Credit card payment will create an invoice for the credit card vendor, and a remittance form will print […]
Staying with the What’s new #5 theme of project accounting, the next daily feature from Pam Misialek addresses the ability to attach project expense documents. Now in the PTE employee expense and employee expense entry they have a document attach feature. Header and line attachments, like receipts, can now be added to employee expenses. These […]
Also from back in March… 3/29 Pam Misialek feature of the day was a new project accounting field in requisition entry. You can now add your project number and cost category id in the purchase requisition entry window. Requisitions with project accounting data can still be put through the same workflow process for approvals, and […]
Still catching up on the feature of the day. This one is from 3/29… Similar to #3 this is an all in one viewer. Instead of an all-in-one sales document viewer, this is an Inventory all-in-one view. This is accessible from item maintenance, many of the item inquiry windows, navigation windows, and the home page. […]
Sales All-in-one view: A new view shows all the sales documents in one window. This new view is accessible from customer maintenance, several of the sales windows, navigation lists, and the home page. This should reduce the clicks needed to get all the information you need. justin@caidynamics.com