Switching From QuickBooks

Advanced Functionalities

Manage multiple departments and companies with ease. Paying a bill split between companies or departments is not a problem—both Microsoft Dynamics GP & SouthWare keep track of who owes what to whom. Did one of your customers send in a single check to pay for invoices across several of your customer accounts? It’s easy to apply the check and provide the customer with a single account statement across your companies. Need a consolidated financial statement with all your holdings? You can easily create a Profit and Loss or Balance Sheet for each entity and a consolidated view. You can then send the report through e-mail as a Microsoft Office Excel® file or post it on your security enhanced intranet site.

Maintain multiple years of history so you can understand past business performance and more accurately forecast the future. You decide what you want to retain and how long you want to keep it. You can record and store every check you ever wrote to a vendor, every invoice you ever sent out to a customer, how much inventory stock you had on hand at the end of last year, or your monthly customer sales history for the last 10 years. You can maintain as much history as you want, with almost no impact on day-to-day system performance. Structure your chart of accounts in the way that makes sense for your business. Microsoft Dynamics GP & SouthWare offer a true chart of accounts structure, including multiple segments that give you visibility into the performance of different departments or organizational structures within your company. Whether you need 2 or 10 levels of reporting and analysis, it can be configured to give you deep insight into various companies, departments, funds, jobs, or other critical aspects of your business.

Enhance inventory management to help reduce costs and deliver the fast, efficient order fulfillment that keeps customers coming back. In addition to Average Costing available in QuickBooks, Microsoft Dynamics GP & SouthWare include the LIFO and FIFO perpetual costing methods that many growing companies need. You can also manage inventory across multiple warehouses, as well as multiple locations within each site. By tracking serialized inventory from receiving to shipping, you’ll increase visibility into serial/ lot number lifecycles. And with customer specific pricing and promotions, you gain the flexibility that helps improve sales and customer satisfaction.

Attract and retain great people with an integrated Human Resources and Payroll system. Both Microsoft Dynamics GP & SouthWare help you effectively process your payroll with numerous pay codes and user-defined deductions, including 401K and garnishments. Track recruiting costs, attendance, promotions, certifications, performance reviews, Equal Opportunity Employer compliance, and more.

Reporting Tools for Fast Informed Decisions

Gain the insight you need with more than 700 standard reports included with Microsoft Dynamics GP. Without the need for IT assistance, you can easily tailor reports to meet your unique business requirements. People can easily create and view reports with Office Excel, send reports to others through Microsoft Office Outlook®, or view them in real time on the integrated intranet portal.

User-defined Business Alerts send proactive notification of changes to business information to your e-mail account or smart phone. Large sales, cash flow issues, inventory warnings, and any data you need to monitor are updated in real time, so you can be sure that you’ll know when an issue arises, regardless of where you are.

Quickly find critical information to meet inquiry and analysis needs with the flexible SmartList tool. Build a list of every customer in three states who spent more than $100,000 last quarter, but who has not yet spent that amount this quarter. Find out which departments have exceeded their travel budget for the month or the year, or those that have not met their revenue plan. Drill into how much you paid a particular vendor this year and how much you still owe them today—and then compare those figures with the previous year. With one click, move data to Office Excel to do further calculations, create graphs, and perform additional analyses.

Empower more people across your organization with security-enhanced system access. As your business grows, so does the number of people that need visibility into information that’s relevant to their role. From executives to frontline users, Microsoft Dynamics GP offers access to financial, sales, and operations reports and key performance data, helping people stay current with real-time information. By setting up an internal Web site with strong security features, you can expand the personal productivity of these extended users. For example, you might not want your sales manager issuing customer credit memos, but they probably need to see sales person productivity, customer order history, inventory prices, and other key customer information on a real-time basis.

The Right Technology

Designed to scale from one user to hundreds or thousands of users, Microsoft Dynamics GP is ready to grow with your business. Because it’s a multi-user solution, you won’t need to worry about who’s doing what in the software. For example, two people can post cash receipts, another can maintain customer records, and two others can enter sales orders and print an aging report—all at the same time.

Tailor your system to fit your business without IT support. Do you refer to customers as “clients” or refer to payables invoices as “bills?” Do your unique attributes for your items or customers require tracking within the financial management system? Without the need for a developer or even a consultant, Microsoft Dynamics GP enables you to change field names, remove fields you don’t need, or add new fields to track data that’s unique to your business.

Gain peace of mind knowing that your data is security-enhanced and that your financial management solution is helping you manage compliance standards and processes. Microsoft Dynamics GP combines role-based security with the security features of Microsoft SQL Server®, helping ensure that sensitive data is available only to those with the right privileges. You can also monitor and track data changes throughout the system and create business rules for key business processes that need tighter control or separation of duties. Audit tracking options facilitate compliance with Sarbanes-Oxley and other regulatory requirements.