Blog
Don’t Get Surprised by Margin Erosion – Part 4
The following blog is last in a four-part series of blogs highlighting the causes of margin erosion and demonstrating how modern software like Progressus can help you minimize the effects of this common challenge! In this final blog, we will discuss the final factor in avoiding margin erosion. In part 1, we learned that developing […]
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SL Crystal Report – Error in formula Record Selection
How to enable the Options tab in the Report Options Interpreter (ROI) screen for a custom report in Microsoft Dynamics SL. To do this, follow these steps: a. On the Utility menu, click Report Control Maintenance . b. In the Report Number box, type the report number that you want to modify, and then click […]
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Don’t Get Surprised by Margin Erosion – Part 3
The following blog is third in a four-part series of blogs highlighting the causes of margin erosion and demonstrating how modern software like Progressus can help you minimize the effects of this common challenge! From the first and second parts of this blog series, we learned that developing an accurate cost estimate and managing the […]
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Reconciling Accounts Receivable to the General Ledger
How to troubleshoot errors when Project Financial Transaction Transfer fails to transfer data from Financials to project controller. • Begin with identifying the period/year where the two first went out of balance. Run the reports for prior periods until you determine the last period AR and GL were in balance and the period they first […]
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Don’t Get Surprised by Margin Erosion – Part 2
The following blog is second in a four-part series of blogs highlighting the causes of margin erosion and demonstrating how modern software like Progressus can help you minimize the effects of this common challenge! In the first blog of this series, we discussed how developing an accurate cost estimate was an important factor in avoiding […]
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System Message 4062 received in Payroll Create and Send ACH screen
When processing payroll and attempting to create the file in the Create and Send ACH screen an event log is created. It contains a System Message 4062: Cannot write ACH file at this time, same Immediate Destination is being processed. Confirm that none of the employees included in the payroll run have a status of […]
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Would you like to hide/disable certain fields in Timecard Entry?
How to hide/disable fields without a costly customization: 1. Click on the Administration menu in web apps 2. Click on access rights button 3. Select the user/group 4. Click on the fields button 5. Select MDTMTCE screen ID 6. Select MYAssignments in the page field 7. You will see a list of fields you can […]
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Don’t Get Surprised by Margin Erosion – Part 1
The following blog is first in a four-part series of blogs highlighting the causes of margin erosion and demonstrating how modern software like Progressus can help you minimize the effects of this common challenge! In the current economic climate, professional service firms are acutely aware of the threat posed by the erosion of profit margins. […]
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Want to log into web apps using the SL User instead of the Windows account?
How to change login method: 1. Open IIS on the web server 2. Right-click on the Web Apps site 3. Click on Explore 4. Open the web.config file 5. Scroll to the bottom until you see the “WindowsLogin” value=”True” 6. Change it from True to False 7. Save the file
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What is the purpose of the Post Only to Card Vendor option on the Purchase Card Import Setup (PD.900.00) screen?
If you would like the AP posting to go the credit card vendor you designate in the Credit Card Vendor ID field and NOT to the merchant/vendors and respective GL codes, check this box. This will result in an AP entry only to the designated CC vendor creating the payable to that credit card. […]
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What to do if Vendor 1099 Amounts are Incorrect in Accounts Payable
If the vendor was not flagged as a 1099 vendor for the entire year but should have been, the amounts paid to the vendor before they were flagged as such will not be included in the 1099 amounts and must be initialized into the Vendor Maintenance screen while in Initialize Mode to correct them. If […]
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What to do when a GL Out of Balance is reported in the Cash Manager Bank Reconciliation screen or report.
The GL Period in the Bank Rec screen could be incorrect. Open the Bank Reconciliation screen and verify that the GL Period is the one that ends on the date found in Reconciliation Date. If the GL Period is incorrect, modify the GL Period There may be batches that have not been posted in GL. […]
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