ERP Connect Consulting

The BC Health Check - 1 Check a Day Keeps the Auditors Away I’m officially speaking at #DynamicsCon 2025 in Chicago! Excited to join 3,000 fellow #MSFTBizApps community members for all the learning, networking, and fun. If you haven’t already, get registered and I’ll see you there! https://lnkd.in/eq8y8fVN I look forward to seeing everyone there.

?? ???? ???????? ???????????????? ?????????????? ???????????? ?????????? ??????????????????? Slow performance, reporting errors, and inefficiencies can cost your business more than you think. Instead of waiting for issues to arise, a proactive ???????????? ???????????can help you stay ahead. In our latest article, we explore how Ben Cole and ERP Connect Consulting have developed a ???????? ???? ???????????? ?????????? designed to ???????????????? ????????????????????????????, ???????????????? ??????????????????????, ?????? ???????????? ???? ??????????. ?? Read the article below to learn more! #BusinessCentral #ERP #D365 #MicrosoftDynamics #BusinessGrowth #ERPOptimization #Efficiency

Who doesn't love a good coupon? Think BC Discounts, on steroids (the good kind). Join ERP Connect Consulting next week on Episode 38 of Toolbox Tuesday where will will be going over our ???????? ?????????????? ?????????????????????? for ???????? ???????????????? ??????????????. ?? ???????? & ????????: Tuesday, March 11th at 11am Central Time ?? ????????????????????: Preston Stebel + Ben Cole ?? ???????????????? - https://lnkd.in/gSYuP98c ? Key Features Include: ?? ?????????? ?????????? ?????? ?????? ?????????? to when Coupons can be used ?? ???????????????? ????????: Amount or Percentage ?? ?????????????? ?????????? ????????????: e.g., 10% off orders over $100 ?? ?????????????? ????: ??????????, ??/?? ????????????????, ??????/???? ?????????????????? (e.g., apply only items, not lines like freight or surcharges). ?? ??????????????????????: On release of the sales order and posting of the invoice ?? ?????????? ????????????????: Coupon Code tracked on Sales Documents and Posted Invoices for usage analysis and more in depth reporting ?? ?????????????? ??????????: Anyone who registers and leaves a public review on AppSource will also receive a $25 Amazon Gift Card!

First dates are awkward, but learning how to use date formulas in D365 Business Central doesn't have to be. Check out my recent blog post and YouTube video below where we will review: ?? ???????????? ???????? ????????????????????????: Learn how to generate dates in BC. ?? ?????????????? ??????????: Learn how to combine date formulas for Payment Terms in BC. ? ?? ?????????????????? ??????????: Set up recurring sales documents using formulas like 1M or 1Y for monthly or yearly intervals. ?????????????????????? ??????????????????: Links and Examples to Date Formulas you can use right away. https://lnkd.in/gwCdr78Q https://lnkd.in/gavHdzME

Business Central Prepayments - Unlocked ?? ? ? ? ? ? Five Star Friday - Episode 6 ? ? ? ? ? ?? Advanced Prepayments Extension from Nancy Schafer over at our Partner Gross, Mendelsohn & Associates, P.A. "Extends Prepayment Capabilities Beyond BC: BC Prepayments is a nice feature, but there are many clients that require a more robust dynamic solution. This solution allows for increments of the total amount. This is a very flexible product." ?? ???????????????????? ?????????????????????? – Ability to not only book prepayments at a order/invoice level, but expands the capabilities to also book funds at a customer or vendor level, that can be applied across multiple invoices. ?????????????????? ?????????????????????? ???? ???? ?????????? – With Advanced Prepayments, you now have the option to book multiple prepayments against a single order or invoice, both for customers and vendors – whereas BC locks you down to only 1. ?????????????? ?????????? ?????????? ?????????? ?????????????? - We also allow you to change order lines after a prepayment invoice has been booked, allowing even greater flexibility. ?????????????? ?????????????????? ?????? ?????????????? ?????????????????? ??????????????s - View internal balances, send prepayment statements to customers, and add comment lines to invoices to show customers their current prepayment balance on each invoice. Nancy – Thank you again for the review and your awesome partnership from GMA!! For everyone else - As a special thank you, we want to send a $25 Amazon gift card to ANYONE who leaves a review on AppSource. Make sure it's public so we know who to send it to!

???New Episode Alert!? Pam Misialek and Ryan Gonzales sat down with?Ben Cole?from ERP Connect Consulting and?David G.?from Paystand to dive into how Paystand helped ERP Connect Consulting boost operational efficiency and cut DSO by 27%! Key Insights: ?? Faster Payments: Paystand simplified invoicing and auto-pay, leading to quicker payments. ?? Powerful Partnerships: ERP Connect’s integration with Paystand drives impactful results. ?? Automation for Efficiency: Automating payment reminders and reducing transaction fees has improved operations. Tune in! ??https://lnkd.in/gHX8zj4x #Automation #Payments #DSO #Paystand

Looking to help your clients optimize Business Central with automation, productivity, and dashboarding tools? Meet the Business Central Toolbox by ERP Connect Consulting ?? The Business Central Toolbox has something for everyone - no matter what industry your client is in. With over 36 applications available in AppSource, you can find the right tool that will help your client supercharge their Business Central experience. Learn more about the Business Central Toolbox and other ISV solutions to assist you in enhancing your offerings to your clients. Schedule your 1:1 ISV Training today: https://lnkd.in/gcxTcC_D #BusinessCentral #Automation #Productivity

Drop your Accounting / Technology humor in the comments. We will be printing the top 2 (below) as well as the top 2 (from the audience) as stickers for Directions North America. How it works: 1. Drop your jokes in the comments 2. Vote for your favorites 3. May the best sayings win We look forward to seeing everyone in Las Vegas in 6 weeks!

Raise your hand ???? if you want to get less error messages in D365 Business Central As you can see - we had a few folks yesterday raise their hand at the Summit Roadshow in Dallas, TX - hosting by our friends at Dynamic Communities. We had about 100 turn out at the Microsoft office to learn more about D365 Business Central, Finance & Supply Chain, CRM, and of course the Power Platform. I shared some tips and tricks on how to avoid pesky error messages and system issues including: ?? Posting Date is not within your range of allowed posting dates ?? Account is missing in General Posting Setup ?? You have insufficient quantity of item on inventory ?? There is no currency exchange rate within the filter Just to name a few! My other favorite has to be the General Ledger to Subledger Checks or the Direct Posting Warnings. Our FREE Health Check for Business Central includes almost 30 key indicators on if your system is healthy, and goes one step further to show you areas for improvement. If you missed out, don't worry, we will be running through a full end to end Health Check next quarter - be sure to secure your spot below Register Here --> https://lnkd.in/gcUnWPPu What's your favorite (or maybe least favorite) error message - and how do you go about resolving it today?

Innovation, Education and Training update at the #SummitNARoadshow. Khaled Chowdhury and Shankar Narayanan SGS talking about Unleashing AI in Power BI with a discussion about What is Fabric, Data lake, and warehouse. For as little as $300 a month, you can get started with Fabric. It is for small companies too. James Karst from Vertex Inc. talking about Tax Compliance. Ben Cole doing a BC Health Check. Scott Schlegel on AP Automation. Ashley Steiner about Charting the AI waters. Up next: AJ Ansari, Elif Item, MCT, MVP, Kevin De Pree, Mary Myers #SummitRoadshow #PowerBI #Fabric #D365