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 & 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
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
Have you ever had issues voiding a check in Microsoft Dynamics 365 Business Central? This is an issue we run across often with our clients, and the fix is actually quite simple once you know where to look. Say you need to void a check, but first, you need to unapply the payment from the invoice. You open the Unapply Vendor Entries window in Business Central, review the information and select the payment line. Then, because there is nothing else to choose, you click “OK.” However, when you go to void the check, you cannot because it is still applied. This might leave you scratching your head and wondering what you did wrong. Here’s the fix: At the top of the page, there are three little dots similar to an ellipses. Click on those … [Read more...] about How to un-apply a vendor entry in Business Central
Boyer & Associates has been supporting the nonprofit community for over 25 years. We feel it’s important for nonprofits to understand everything available to them through Microsoft, and today we’re discussing their latest offer: free licenses to leverage Cloud for Nonprofit. You can get licenses to cover 15 of your users totally free! So what is Cloud for Nonprofit, and what can you do with these licenses? With these licenses, you can implement their app to manage Fundraising and Engagement, which includes the following features: FundraisingConstituent AnalyticsEvent CoordinationVolunteer ManagementPlus the full extensibility of the Power Platform! The Fundraising and Engagement app is built on top … [Read more...] about All about Microsoft Cloud for Nonprofits
This year’s digital ‘Boyer Experience’ offers 18 unique sessions If you’ve been a Boyer & Associates client for any length of time, you’ve likely attended at least one of our educational in-person or online seminars. As Boyer’s client base expands, our goal is to expand our quality education offers. While we miss the opportunity for face-to-face client events, we have gone digital with our annual spring client events to better serve our national audience. The “Boyer Experience” is coming June 7-10 to a computer near you. The four days feature 18 separate sessions packed full of education and useful tips to help you make the most of your Microsoft Dynamics ERP solutions. From product-specific tips and tricks to ways to extend … [Read more...] about Register now for Boyer’s client events
Flexible hours. Collaborative team environment. Hands-off leadership style. Feeling valued as an employee. What do you look for in a job? When we asked three of Boyer & Associates’ newest hires why they chose Boyer and what they think about it now, these were just a few of the benefits they highlighted. Consultants Kristen Hosman, Susan Laux-Maede and Darin Vialpando have each been with Boyer for several months now, and all are happy with their decision to join the growing ERP and CRM provider. “I’m not leaving so there’s my decision,” Vialpando said. “This is my last stop to retirement. I’m not going anywhere else. This is it,” added Laux-Maede. Hosman agreed, saying, “I don’t have any regrets making the … [Read more...] about When is a job just a job versus an experience?
Have you ever been in the following situation while working in Microsoft Dynamics SL? It’s month end, and you are in a rush to close the period when all of a sudden you get this dreaded error message: “The period cannot be closed. Please see the conditions listed in the Error List Box.” Anyone? Everyone? Ugh. We understand your frustration. Fortunately, the most common errors can be fixed relatively easily. In this blog we will walk you through the error messages shown in the example above — and show you how to fix them. Open Batches exist in Dynamics SL Here’s our first and perhaps most common error message: “Open AP Batches Exist.” To resolve the Open Batches Exist error, you will need to run the Batch Register … [Read more...] about How to fix Dynamics SL Project Close Errors
See the latest features coming in Wave 1 2021 update Microsoft Dynamics 365 Business Central receives automatic upgrades twice a year. Plans for the next release are chock full of user accessibility features to improve the overall use of the product. Below is a compilation of some of the top new features coming directly to your computer later this year. Getting started in Dynamics 365 Business Central Onboarding a new company within Dynamics 365 Business Central gets easier with each new release. This time Microsoft has added “getting started checklists” to optimize initial setup. They’ve also improved in-app help functionality with visual aids that allow users to learn the system on their own. Interested in the built-in Power … [Read more...] about What’s new in Dynamics 365 Business Central?
Boyer & Associates is growing its CRM practice yet again with the addition of a director of product management. Mike Virnig is a natural-born, tech-savvy consultant with more than 20 years of software experience between ERP and CRM solutions. His dad is a systems engineer for the Minneapolis VA Medical Center so a career in technology just seemed natural to Virnig. “I’ve always been around computers. l like to problem solve,” he said. Virnig started his career in 2000 monitoring the help desk at Open Systems in Shakopee, Minn. He soon became a consultant and spent the next 8 years honing his ERP consulting skills. After losing two jobs due to downsizing, he switched gears in 2011 to Microsoft CRM consulting at Minneapolis-based … [Read more...] about Boyer adds new product director for Microsoft CRM team