Financial Management news & resources

The finer points of Microsoft Dynamics NAV account schedules: One comptroller’s journey

by Jason Gumpert
Kerry Rosvold has grown her NAV blog with educational series and resources, and her newest work focuses on account schedules.
Accounting BI and Reporting Business Central Business Performance Mgmt Dynamics 365 Dynamics NAV Financial Management NAV 2009 R2 NAV 2013 NAV 2013 R2

Microsoft Dynamics Partner Roundup: SL integration; NAV go-live; AX R&D Council addition

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Data Integration Dynamics 365 Dynamics AX Dynamics NAV Dynamics SL Financial Management Food & Beverage Professional Services Project Management

Deploying Microsoft Dynamics AX localization requires patience and preparation, experts advise

by Linda Rosencrance
The demands of localization create significant complexity for ERP deployments, especially when the country in question is not at the top of the list
AX 2012 AX 2012 R2 Accounting Dynamics AX Financial Management Legal Matters Localization Regulatory Compliance

Microsoft updates Management Reporter with web viewer enhancements, SQL Server 2014 support

by Linda Rosencrance
Management Reporter 2012 CU9 adds web viewer refresh, report publishing, other enhancements
Accounting BI and Reporting Dynamics AX Dynamics GP Dynamics SL Financial Management

Dispelling Microsoft Dynamics AX Workflow Myths

by Bridget McCrea
For financial automation needs, Microsoft MVP Murray Fife urges users to spend a bit of time with AX workflows
AP Automation AX 2012 AX 2012 R2 Accounting Business Process Mgmt Collections Management Data Management Document Management Dynamics AX Financial Management Invoice Processing Payment Processing

Microsoft Dynamics Partner Roundup: Online workplace giving; CRM integration win; NAV financial management win; New CRM Online service offering

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central CRM 2013 CRM Online Data Integration Dynamics 365 Dynamics CRM Dynamics NAV E-Commerce EDI Financial Management Financial Services Fundraising

Microsoft Dynamics Partner Roundup: GP practice acquired; DMV CRM; GP for pet health insurance; NAV on Azure offering

by Linda Rosencrance
A selection of recent Dynamics partner channel announcements
Accounting Business Central Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Financial Management Government Healthcare Insurance NAV 2013 Power Automate

From the Microsoft Dynamics AX blogs: Social tracking; Invoice import utility; Monitoring number sequences; Exchange rate access

by Linda Rosencrance
A selection of the latest insight from the Dynamics AX blogs
AX 2012 Dynamics AX Financial Management Invoice Processing Social Networks ax 2009

The Forecast for Microsoft Forecaster: Foggy, Mixed With Uncertainty

by Linda Rosencrance
With mainstream support ending soon, questions remain about Microsoft’s long term plans for budgeting with Dynamics ERP
BI and Reporting Budgeting Dynamics AX Dynamics GP Dynamics SL Financial Management Forecasting
carving-woodcraft-logo-260.jpg

Seeking unified operations, Woodcraft Supply retools with new Microsoft Dynamics AX solution

by Bridget McCrea
Divergent business processes and legacy systems were hindering operations and impacting customer service experience
Accounting BI and Reporting Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Financial Management Inventory Management Procurement

LATEST VENDOR RESOURCES

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

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Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

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MVP Roundtable: Transforming Your Business with ​D365 Business Central​

Mekorma

Simplifying Collections Management in Business Central with AR Automation

PayTrace

Future-Ready AP Automation: Yooz’s Seamless Integration with Microsoft Dynamics GP & Beyond

Yooz
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Why Vendor Validation is Now a Critical AP Strategy (And Not Just a Compliance Checkbox)

Mekorma
AP teams face growing responsibilities and an opportunity to positively impact organizational well-being
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Billing Boating Business Central

Optimizing Multi-Entity Accounts Payable: The Essential Guide to Centralization

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Billing Boating Business Central Check Printing

Vendor Compliance 101: Must-Have for Navigating Tariffs and Trade Regulations

Mekorma
Learn more about the essential vendor compliance steps in this Vendor Compliance 101 sheet
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Boating Business Central Check Printing

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

Metafile
Stay ahead of supply chain disruptions with AP Automation.
AI AP Automation Accounting Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Vendor Validation in AP: Identify Incomplete and Bad Data Before it Becomes a Problem

Mekorma
Use Vendor Validation to safeguard your master data
AP Automation Accounting Business Central Check Printing Complex Billing Consolidation Accounting Dynamics 365 Dynamics GP Financial Management Governance, Risk, and Compliance (GRC) Invoice Processing Multi-Entity Management
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Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

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Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection

Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Performance Mgmt Business Process Mgmt

SKsoft Unlocks Treasury Automation Suite benefits for Lippert

SKsoft
Identified the 10% of ACH emails experiencing delivery failure
Banking Dynamics 365 Finance and Operations Financial Management Manufacturing

Pattern Energy Services Group LP Streamlines Financial Processes with SKsoft

SKsoft
Now fully able to utilize electronic bank reconciliation — with 600 bank statements automatically imported per year
Banking Dynamics 365 Energy Finance and Operations Financial Management

Hamamatsu Corporation Improves Internal Processes and Increases Efficiencies with SKsoft

SKsoft
Successfully streamlined a number of its internal financial processes
Banking Distribution Dynamics AX Financial Management Manufacturing
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Guide to Choosing Your Payment Hub Subscription

Mekorma Payment Hub offers three subscription tiers, but how do you choose the best one for your organization? Use this guide...
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Billing Boating Business Central Check Printing

Power BI Budgeting With Power ON Budget Planner

In effective cost management, wrangling budgets scattered across local spreadsheets poses challenges in maintenance and...
Automated Data Collection Azure Budgeting Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics RMS

Dooap: AP Automation for Microsoft Dynamics 365 Finance and AX 2012

Dooap is every AP professionals' best friend, a mobile-first, cloud-native accounts payable automation solution built...
AP Automation Document Automation Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing

Aptitude Fynapse for Microsoft Dynamics 365 Finance

Learn how the combination of Microsoft Dynamics 365 Finance and Aptitude Fynapse, which includes Accounting Engine and...
Accounting Dynamics 365 Dynamics AX Dynamics GP Finance and Operations Financial Management Governance, Risk, and Compliance (GRC)

Aptitude Fynapse & Dynamics 365: Equipping finance teams to do more with less

Finance teams need to do more with less. Powered by the Microsoft Cloud, Aptitude’s finance management platform, Fynapse, and...
Accounting Dynamics 365 Dynamics AX Dynamics GP Finance and Operations Financial Management Governance, Risk, and Compliance (GRC) Revenue recognition Subscription Management Subscription billing
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