Dynamics 365 for Marketing, Preview is Now Available

Posted by Samantha DeLaire

Feb 13, 2018

The preview of Dynamics 365 for Marketing is now available!

Microsoft Dynamics 365 for Marketing will include:

Multi-channel campaigns

  • Generate leads across multiple channels

Lead management

  • Nurture leads with personalized experiences

Sales and marketing alignment

  • Connect your teams to close more deals

Marketing analytics

  • Increase your marketing ROI

Event Management

  • Organize events with ease


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Topics: dynamics CRM, dynamcis 365 for sales, dynamics 365 for marketing

FREE MS Dynamics Upgrade - Move YOUR Dynamics to the Cloud

Posted by Samantha DeLaire

Feb 9, 2018

We help companies move their existing Dynamics GP and NAV solutions to the Cloud.

Quick and easy.

All-inclusive cloud service for one price per month

o   Cloud & Licensing

o   Unlimited Helpdesk

o   All Upgrades Included

o   Implementation  & Training

o   Start with a little as you need and grow when you are ready

o   SOC 1 Type 2 Certified provides lower audit costs and peace of mind

Guarantee: Your fixed priced project is done when you say it’s done or your money back !

SMB Suite was founded by CPAs who had a passion to serve Small to Medium Businesses (SMBs) throughout the US.  With extensive experience as a Microsoft Gold Certified Partner for over 20 years, SMB Suite has been recognized by Microsoft as an industry leading provider of Dynamics.  Over the years SMB Suite has received various Microsoft awards such as the Pinnacle Award for Excellence in Technology, North American ERP Partner of the Year, Worldwide Cloud Partner Finalist, Inner Circle and Presidents Club. 

Learn More

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Join Team SMB Suite at Dallas Rock n' Roll 5K - John Wayne Cancer Foundation Fundraiser

Posted by Samantha DeLaire

Feb 2, 2018

SMB Suite formed a team to particiate in a 5k for a great cause, to help fund research to fight cancer!  We will proudly wear our SMB T-shirts and walk (or run) the 5K on Saturday, March 24th, 2018! 

You can donate only, or join the team, and pass along to your friends and family!  The more the merrier!  To join the team, simply click “Join Team” under our logo.

Thank you to everyone in advance for helping support the John Wayne Cancer Foundation.  It is a great organization to be involved with and this will be a wonderful opportunity to help invest in the fight against cancer.  

Hope to see you there!

See below link to our SMB Suite Team fundraiser page:

  • Event: 5K Run/Walk @ 7:45AM
  • Date: Saturday, March 24th
  • Location: Dallas Cotton Bowl


SMB Suite - John Wayne Cancer Foundation Flyer

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Topics: fundraiser, community, 5k

What's New in Microsoft Dynamics GP 2018 Webinar

Posted by Samantha DeLaire

Jan 24, 2018

We are inviting you to join our live webinar tomorrow, Thursday the 25th of January, to learn all about the new features and enhancements in the newly released version of Microsoft Dynamics GP 2018.

For customers on older versions, we will also cover what is new in GP version 2013 through 2016.

The new GP 2018 release has features that users have been requesting, such as:

  • Additional workflows
  • Workflow reminders
  • Increased availability of document attachments
  • Ability to print single customer statements from customer windows
  • PowerBI Integreation (Free Add-on with Office 365 Subscription)

If interested in joining, you can register below.

Thursday, January 25th @ 1pm CST: Register Here


Best regards, 

Samantha DeLaire



Office 469.351.2138 | Email

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Topics: Microsoft Dynamics, financial accounting software, GP version updates, Dynamics GP

Looking To Boost Productivity? Let Cloud ERP Help You Better Prioritize Tasks!

Posted by Frank Gerome

Jan 18, 2018

It’s critical for staff at all companies to prioritize their daily tasks to allow as much time as possible to focus on the core competency of the business. After all, this is why the company exists; administrative tasks are part of life, sure, but it’s not supposed to eat up the entire day.

This is not easy, of course, especially for small- and medium-sized businesses (SMBs) where employees often have so much on their list to sort through. Typically, these employees wear several hats, meaning many line items on their to-do lists are more about maintenance than productivity. They also spend significant time putting out “fires” (and in the SMB space, there are many) and dealing with “drive-by” disruptions (other people who interrupt the flow by asking questions and adding tasks to your list).

The only way to navigate this messy minefield and maintain clarity is to useto automate and streamline as many items as possible. You must condense this disparate and complex workload to a more manageable daily checklist if productivity is ever going to be achievable.

While just about anything on your list can be easily outsourced using the cloud — IT, financial management, human resources, marketing, sales and operations, etc. — some areas are more common to outsource than others. These days, IT seems to be the most popular and the most crucial for SMBs to hire out of house. The reason this is so common is because technology plays a significant role across the board.

The key is to find the balance between cost, flexibility, control and scalability. In other words, you want the time and money savings, but you also want to make sure you settle into a solution that can scale with the growth of your business.

For busy SMB owners, it’s important to remember that moving line-of-business systems into a well-managed hosted environment will improve several areas right out of the gate. Cloud solutions, especially cloud ERP, will help keep your overall IT spend at a minimum and moves the process to a subscription payment model, which is predictable. In fact, this ability to be a predictable expenditure is one of the biggest distinguishing features for a cloud subscription model; it spreads the potential line items in a software investment (software, support, licensing, etc.) across the course of the contract. What was once an uneven expenditure is now consistent each month.

Using the cloud to outsource also means that your disaster and recovery will be more secure and manageable. For example, if a server crashes today, how do you respond? How much time does it take to recover? Hosting takes this off the list of things an SMB owner should worry about, and solves this issue (among several others) with a predictable monthly investment. Remember, with the cloud, you don’t have to worry about constantly changing costs and managing upgrades.

If they are to succeed — and actually have time to spend with their families — SMB owners must eliminate administrative tasks and focus on the core competency of the business. The key to this is using cloud ERP technology to automate and streamline your tasks.

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Information Regarding Meltdown & Spectre Vulnerabilities

Posted by Jeremy Peacock

Jan 10, 2018

At SMB Suite customer security is always our top priority.  In an effort to keep you well informed:  an industry-wide, hardware-based security vulnerability was recently disclosed.  We are taking active steps to ensure that no SMB Suite Cloud customer is exposed to these vulnerabilities. At the time of this email, SMB Suite has not received any information to indicate that these vulnerabilities have been used to target SMB Suite Cloud customers.  Per Microsoft, the nature of these vulnerabilities will require updates to both hardware and software to mitigate the issues. 

SMB Suite has begun working with Microsoft and our other industry partners, including hardware OEMs and app vendors, to protect customers. To take advantage of all available protections, hardware/firmware and software updates are required. This may include microcode from device OEMs and in some cases updates to antivirus software as well.  With the public disclosure of the security vulnerability, we are accelerating the planned maintenance timing and will begin implementing vendor supplied updates and mitigation recommendations as soon as available.

We want to make sure you are aware of the full scope and nature of these vulnerabilities.  

Note: this issue will affect other systems such as Android, Chrome, iOS, MacOS, so we advise customers to seek out guidance from those vendors. In addition to SMB Suite managed services, you will need to identify your own affected systems and take appropriate measures within your organizations and at home.  Please consult with the vendor of your operating systems & computing devices for updates and instructions, as needed. For Windows customers, guidance has now been published and is available here

Please contact with any concerns and/or questions.



Jeremy Peacock

Chief Technology Officer


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Topics: cloud, smb, Latest News

Microsoft Dynamics GP 1099 Year-End Close Tutorial

Posted by Samantha DeLaire

Jan 9, 2018

Follow these simple steps to make your year-end close process go more smoothly.

When setting up a vendor, you need to make sure they are entered with 1099 information so that the 1099 income will be recorded.

To set up 1099 income for a vendor:

  1. Open the Vendor Maintenance Card: Purchasing >> Cards >> Vendor
    1. Select your vendor from the lookup icon.
    2. Click the OPTIONS button.
  1. When you are done selecting your 1099 options, click OK to close the window.

       3. Save then close your vendor file.



Look at the Payables Transaction Entry Window.  Note that when you are entering an amount in the purchases field for a 1099 vendor that the amount auto-populates the 1099 amount field.


When the blue arrow is selected next to the 1099 amount field a pop up window will open displaying the Tax Type and the 1099 Box number associated with the 1099 amount.


Close your A/P Year End

Make sure that you post all transactions for the year you intend to close before closing the year. And, be sure to back up your data before closing;


  1. Begin your A/P close: Microsoft Dynamics GP >> Tools >> Routines >> Purchasing >> Year End Close


1099 Edit Report


  1. Print Edit Report for 1099:  Routines >> Purchasing >> Print 1099


  1. Select your 1099 Type and Form Type.


  1. Click the PRINTER ICON to print an edit list for review. **Do not select Print Forms!!


  1. Review your edit list for any corrections needed and correctness.


How to compare your 1099 data to confirm it is correct:

There are a few different ways that you can review your 1099 data to determine that it is correct.

  3. Enter a vendor from your 1099 Edit Listing and pull up their history. You can add together the current year transactions showing in the listing and compare them to the 1099 Edit Listing.


Full Tutorial here with screenshots and tips and tricks:
1099 & PAYABLES Year-End Close


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Topics: Microsoft Dynamics GP

Do You Have The Right Financial Accounting Software To Take Your Startup To The Next Level?

Posted by Frank Gerome

Jan 3, 2018

It’s been a few years now and your startup business is really starting to grow. Orders are coming in and several contracts with clients are taking off. So what’s holding you back? 

For many medium-sized companies, one of the biggest inhibitors to success isn’t finding the right employees, leadership, distributors or substantial cash flow. For the most part, you already have those important assets. What you lack is the right technology to manage the financial workings of the company.

QuickBooks and Excel have worked fine for a while, but in order to take your startup business to the next level, you need powerful financial accounting software. Here are eight ways that having the right software for your company can help your business take off. 

  1. Mature financial accounting helps to reduce mistakes created by human error: Using QuickBooks or spreadsheets to run your growing business is a bad idea, especially when it comes to tracking information about customers. The problem with spreadsheets is the manual data entry they require. Juggling multiple sets of QuickBooks for several parts of the company (or companies) also can lead to serious mistakes. 
  2. Powerful software provides insight about customers, payables and receivables: These tools are functionally mature and have built-in best practices, which provide greater insights about the company. What do you need to do today to prepare for next quarter or next year? The software is able to help you answer such questions. 
  3. Financial accounting tools help with self-auditing: These tools create auditing transactions and a paper trail. Even for businesses that make only a couple of million dollars each year, auditing is highly important. Using spreadsheets to manage your financial information will create challenges for this effort. 
  4. Powerful software is agile and scalable: Accounting software is able to grow with you in both transaction volume and functionality. It gives a company a long runway for growth. Spreadsheet systems will often cripple the ability for a business to go to the next level.
  5. Accounting tools provide better access to a SQL Server Database: Leveraging a Microsoft SQL server is widely accepted because it provides access to your data anytime, anywhere. Spreadsheets, on the other hand, can become corrupted and must be manually consolidated. 
  6. Mature financial software is able to add new features and modules that are specific for SMBs and are easy-to-upgrade: When you’re trying to grow fast, you don’t want to become bogged down in upgrades or be unable to do business because you’re too busy trying to get your system to work.
  7. Accounting tools have the lowest total cost of ownership (TCO): That’s because these services include the cost of upgrades, maintenance and support. There is no need for additional IT personnel.
  8. Some accounting tools are available with an online subscription model: Cloud-based tools are more manageable and require less capital because you’re less likely to have to write a huge check for something unexpected. Plus, when you have a manageable solution you’re able to budget against, you can avoid putting stress on cash flow or the ability to run the business. 

Give your company the wings to reach the next level and stop relying on primitive accounting tools. Having the right financial accounting software is the key to successful growth.

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4 Ways Financial Accounting Software Improves Project Billing For Services Companies

Posted by Frank Gerome

Dec 12, 2017

The faster you can bill your customers, the faster that revenue is available to use as working capital. This is why streamlining billing processes is critical for services companies.

But the reality is that many smaller companies struggle with this because they use slow, unreliable manual methods for tracking employee time, approvals, expenses and cash flow.

The best way for services companies to effectively manage project billing is to use a tool that improves accuracy, reduces the need for manual data entry and eliminates redundancy. These companies need quality financial accounting software.

Of the many ways these tools improve billing processes, here are the top four.

  1. Improve accuracy: With software tools, companies can capture time spent on a project and related expenses the moment they occur. For businesses that charge by time and expenses, this is particularly important. If you miss logging even a few minutes of work — and this is easy to do when you’re tracking time after the fact — the lost revenue can really add up. For example, if you’re creating a financial report for $150 an hour to cover writing, design, editing, approvals and executional time, and a step that required two hours actually took four hours, you’ve lost $300. If you capture the time and expense immediately, you’ll be able to bill faster and get paid faster, improving your cash flow.
  2. Determine profitability of jobs by tracking time and expenses at the project or job level: When you track all of your time and expenses for each project, you can easily go back to the software and see if you made any profit on a particular job. If you discover that you took a loss, you’ll need to find out where you spent too much time or too much money for expenses. With that information at your fingertips, you can adjust your price to cover any potential loss in the future. That’s the value of financial accounting software — you can figure out if something’s not profitable and fix it for future projects.
  3. Personnel can eliminate the need for data re-entry and any collection of data on paper forms: Maintaining paper forms requires significant resources. It takes time print them out, fill them out and send them in. And that doesn’t count the cost of postage. It’s much more efficient to perform all record keeping online. By imputing data directly into the system, you also don’t have to pay someone to look at the form and retype it, which is a big waste of time.
  4. Improve cash flow and speed up payments: Because time and expenses can be captured as they occur, billing doesn’t have to wait for these items to be updated in the system. As soon as the project is completed, the information about time and expenses will instantly be available for your accounts to send an invoice. And just like that, you’ve shortened your time to payment. Cash flow is better because no one is sitting around waiting for information. Accounting doesn’t have to call project managers for more information, only to discover they’ve gone on vacation for a week, letting even more time elapse between completing the project and billing for it. The sooner you send the bill, the better your chance of getting paid on time.

You need to bill your customers faster to sustain optimal cash flow. The key to this is eliminating manual processes for dealing with your bookkeeping by using financial accounting software. These systems allow you to streamline your operations, eliminate errors and improve productivity.

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Microsoft Dynamics GP 2018 Released, It's Here!

Posted by Samantha DeLaire

Dec 4, 2017

What is new in latest version of Microsoft Dynamics GP 2018, relased last Friday? 

The GP 2018 release enhances specific areas of the product, while also expanding existing functionality, notably in the document attachment and workflow areas.  The user experience has also been enhanced to make finding the information you use to make business decisions easier and faster.

 Platform and system-wide enhancements

  • Workflow 4.0
  • User experience enhancement
  • BI enhancements
  • Financials enhancements
  • Distribution and supply chain enhancements
  • Human resources and Payroll enhancements

 Check out the attached documents to review the enhancements!

What's New in GP 2018



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Topics: Microsoft Dynamics, ERP in the Cloud, Dynamics GP