About UPWEGO UPWEGO is a personal journey platform where people can learn and grow among friends. UPWEGO is a social app that creates a space for the things that matter. The Problem UPWEGO needed a single sign-on process across three separate business applications and an integrated data platform. The Solution Boyer & Associates implemented Microsoft Power Automate to integrate Microsoft Dynamics 365 with an online course application and a separate community platform to create a seamless sign-on process for UPWEGO’s members. The Benefits Unified Single Sign OnThree Integrated ApplicationsComprehensive Data PlatformImproved Member AnalyticsAdvanced Member ManagementScalable IT Foundation In Their Words “We love … [Read more...] about Customer Success Spotlight — UPWEGO
How to Enter and Pay a Vendor Invoice in Business Central with One Entry
Before getting into the how, let’s review the why. Below are two examples of why you would want to do this: Your vendor has an automatic withdrawal from your bank account, and you would like to maintain a record in the vendor ledger of Microsoft Dynamics 365 Business Central.Charges on a credit card need to be recorded against the vendor for 1099 reporting. The first step is to set up your payment method with a Bal. Account Type and No. You can see in the example below that the Card and Check payment methods have a Bal. Account Type of Bank Account and a Bal. Account No. populated. When using these two payment methods, the system will automatically create the payment entry and set the purchase invoice to closed. The next step is … [Read more...] about How to Enter and Pay a Vendor Invoice in Business Central with One Entry
How to automate monthly reports in Business Central
Every month you are required to run numerous month-end reports in your ERP system. How would you like to come to work on the day those reports are due and have all the reports done and waiting for you? If you like that idea, this blog will show you how to automate those monthly reports in Microsoft Dynamics 365 Business Central. As you normally do when you’re running a report manually, navigate to the Report Request screen for your report and fill out the criteria you typically use to run that report. Once that is completed, click the “Send To” button at the bottom of the report request. When the Choose File Type box opens, click the “Schedule button” and then click “OK.” On the Edit – Schedule a … [Read more...] about How to automate monthly reports in Business Central
GP lifecycle updated through 2028 ‘and beyond’
Microsoft Dynamics GP is — officially — not dead. Microsoft released an updated lifecycle in July, confirming Dynamic GP’s status as a viable solution through 2028 “and beyond.” The new lifecycle highlights the expected end-of-support dates for those versions of Dynamics GP that are on the Fixed Lifecycle policy. It also shows future versions on the Modern Policy with an ongoing arrow and those two key words “and beyond.” It appears there is a long life yet to come for the powerhouse on-premise ERP solution. This latest news lets GP users breathe a little easier after months, even years, of uncertainty over the product’s future. When Microsoft debuted its cloud ERP solution in 2018, the company made it clear that it planned … [Read more...] about GP lifecycle updated through 2028 ‘and beyond’
How to find meaning behind the numbers with Power BI
Since the dawn of accounting software, financial reports have focused on function over form, generally replicating the look and feel of the paper reporting and ledger books that came before them. The critical components have always been the numbers, and the most direct way to confirm numbers is to look at … a table of numbers. But for me, someone who wants to see the numbers but is not a trained accountant and who wants to truly understand what the numbers mean for the business, a table of values only helps to a degree. The raw numbers give me data, but not insights; I can see balances but not business decisions. Turning data into something that helps drive action and decisions is something that Microsoft Power BI is … [Read more...] about How to find meaning behind the numbers with Power BI
Customer Success Spotlight — Midwest Dairy
About Midwest Dairy Midwest Dairy proudly represents approximately 5,800 dairy farm families to 39 million consumers across the Midwest. They work on their behalf to build dairy demand by inspiring consumer confidence in their products and production practices. The Problem Midwest Dairy didn’t have an efficient way to give leaders, supervisors, and staff the information necessary to manage relationships, guide strategic direction and measure against the strategic goals. The Solution Boyer & Associates implemented a tailored version of Microsoft's Dynamics 365 Nonprofit Accelerator and Power BI to meet Midwest Dairy’s needs. The Benefits Comprehensive Performance AnalyticsStreamlined Project, Event and Customer … [Read more...] about Customer Success Spotlight — Midwest Dairy
Business Central solution architect joins Boyer
Boyer & Associates’ newest Dynamics 365 Business Central solution architect has 30 years of experience and nearly two dozen ERP certificates. John Bellinger has split his career between accounting and consulting, most recently for Microsoft Dynamics NAV. Bellinger started his accounting career in the early 1990s. After getting an accounting certificate at a vocational school and dipping his toe in the industry through basic clerical jobs, he decided to pursue a higher education. He started taking night classes and eventually earned his bachelor’s degree in accounting from Metropolitan State University in St. Paul, Minn. He joined Frank Consulting in the mid 1990s to work with his professional mentor and become a full-fledged … [Read more...] about Business Central solution architect joins Boyer
How Microsoft’s Power Apps Portals can help your nonprofit onboard constituents
A common use case for many nonprofit organizations that we've been seeing lately at Boyer & Associates is the need to onboard or intake clients or constituents with an online process. The typical scenario looks like this: An individual or organization is looking to receive services or funding from the nonprofit, so they need to fill out an application.The nonprofit then reviews the application and perhaps needs to request additional information, such as financial documents, medical records, or other supporting information.There is some internal process for the overall application, including (usually) some back-and-forth communication with the applicant.Once the application is approved, the applicant is informed of their new status … [Read more...] about How Microsoft’s Power Apps Portals can help your nonprofit onboard constituents
Boyer named a top 100 ERP provider
Boyer & Associates has once again been recognized as a top reseller of Enterprise Resource Planning (ERP) software. ERP Global Insights (formerly Bob Scott’s Insights) puts out a list of the Top 100 Value-Added Resellers (VARs) of financial management software each July. Boyer & Associates has made the list every year since the list debuted in 2009. This year’s report is titled “The Top 100 Move to the New Normal.” Based on annual revenue, the latest report serves as a good indicator of how well the nation’s top-rated ERP/accounting software providers weathered the 2020 pandemic. According to the report, a forced move toward remote work last year caused a sharp uptick in the number of companies looking for … [Read more...] about Boyer named a top 100 ERP provider
Boyer continues to grow BC consulting team
Cindy Baumler has 25 years of accounting experience Boyer is pleased to welcome our newest Dynamics 365 Business Central and SL consultant. Cindy Baumler has more than 25 years of experience in the industry and is familiar with multiple ERP systems. Baumler has always been a part of organizations that were growing and evolving their processes, and Boyer is no different. She’s already enjoying her new role as part of a collaborative environment at Boyer & Associates and is looking forward to meeting clients. “When you’re a controller in a small environment, you’re on an island a little bit,” Baumler said. “You’re not out with customers or products. You’re not really part of operations. You’re the back office … [Read more...] about Boyer continues to grow BC consulting team
