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Closing Best Practices: Dynamics SL – Project Controller Module

Microsoft Dynamics

Dynamics SL 3 min read

Closing Best Practices: Dynamics SL – Project Controller Module

This is Part 4 in a series for Microsoft Dynamics SL year-end closing best practices. This blog outlines the year-end closing for the Project Controller Module in Dynamics SL.

Dynamics SL – Flexible Billings, Order Management and AR Modules

Microsoft Dynamics

Dynamics SL 3 min read

Dynamics SL – Flexible Billings, Order Management and AR Modules

This is Part 3 in a series for Microsoft Dynamics SL year-end closing best practices. This post outlines the year-end closing for the Flexible Billings, Order Management and Accounts Receivable modules in Dynamics SL.

Closing Best Practices: Dynamics SL – Purchasing and AP Modules

Microsoft Dynamics

Data BI & Analytics Dynamics SL 4 min read

Closing Best Practices: Dynamics SL – Purchasing and AP Modules

Closing Accounts Payable includes reviewing Accounts Payable data along with Purchasing and the preparation for generating the 1099s.

Year-end closing best practices part 1: Dynamics SL – Inventory Module

Microsoft Dynamics

Dynamics SL 3 min read

Year-end closing best practices part 1: Dynamics SL – Inventory Module

This is Part 1 in a five-part series for Dynamics SL year-end closing best practices. This post outlines year-end closing for the Inventory Module in Dynamics SL. It contains a checklist of steps and detailed information.

Microsoft Dynamics

Dynamics SL 8 min read

Simplifying journal transactions in Microsoft Dynamics SL

When going about a day of seemingly endless data entry in Microsoft Dynamics SL, do you find yourself thinking, there must be an easier way to do this? The good news is there are several ways to make these tasks easier and more efficient. Below are a few options that will change the way you think about and use the Journal Transactions screen.

Tips for Year-End 1099 Data Management and Processing in Dynamics SL

Microsoft Dynamics

Dynamics SL 7 min read

Tips for Year-End 1099 Data Management and Processing in Dynamics SL

In Part 1 of this two-part blog series, we covered the not often considered mid-year phase of 1099 data management and processing. The guidance provided sets the stage for success during year-end processing, which we will focus on here. So, let’s fast-forward to December and cover the tasks completed during the year-end phase.

Dynamics SL

4 min read

Tips for Mid-Year 1099 Data Management and Processing in Dynamics SL

With a proactive mid-year phase of 1099 data management and processing in Microsoft Dynamics SL, the rush associated with year-end can be minimized.

User Administration in Dynamics SL: Updating and Deleting Users

Microsoft Dynamics

Dynamics SL 5 min read

User Administration in Dynamics SL: Updating and Deleting Users

Updating and deleting Users in Dynamics SL are common maintenance items, as employees’ roles can change, or they may simply no longer be a part of the organization.

Microsoft Dynamics

Dynamics SL 5 min read

User administration in Microsoft Dynamics SL – part 1: creating users

Creating Users in Dynamics SL isn’t something that is done every single day. Because of this, one cannot always recall exactly how to complete the tasks. To help with this common support request, I have provided the following step-by-step guide as part 1 of our two-part User Administration Series for Dynamics SL.

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