Keep Calm and Make Your Life Easy - Audit Trail, Quick Find, Credit - PowerPoint PPT Presentation

Keep Calm and Make Your Life Easy - Audit Trail, Quick Find, Credit Card Import, One Time Vendor and 1099 Vendor Accelerator www.sisn.com

About SIS Founded in 1996, Headquarters Duluth, GA (Greater Atlanta) SIS (Strategic Industry Solutions) delivers business solutions that help project and service driven companies unify business processes and applications across the enterprise, thus delivering better visibility and efficiency. www www.sisn.com om www.sisn.com

SIS Services • Current State Assessment • Business Process Analysis • Requirements / Fit Gap Analysis • Software Design, Development & Deployment • Custom Application Development • ERP & CRM Implementation • Rapid Deployments for Hub & Spoke Roll Outs • On Premise or Cloud Deployment www.sisn.com www om www.sisn.com

Webinar General Information • If you need assistance during the webinar, please us email at info@sisn.com • We will have a Q&A session at the end. • For optimal viewing please view in full screen mode. • The webinar will berecorded and sent out to all attendees. www.sisn.com 4

We have a special offer to extend! Plumbline Consulting is offering a 20% off discount on any OnPrem product purchase through the end of November. For attending this webinar you can receive this discount. This discount excludes Year End Update and ACA Connector. www.sisn.com 5

Our Presenter: Valerie Borak Sales Manager Plumbline Consulting Orlando, FL www.sisn.com 6

Product Overview SL Add-ons  Product Portfolio of over 125 modules  Interfaces Seamlessly with SL  All products were developed using the same tools as Dynamics SL.  Access solutions through the Dynamics SL menu and navigation  Screens and functions similar to Dynamics SL (F3 lookup screens, etc.)  Standard Dynamics SL Security  Uses Crystal Reports  Solution Licensed either by SL ID number or User Count depending on the product

Quick Find (AP, AR, GL, Project, Inventory, Purchasing, Work Order , Sales Order, Bill of Material)  Trying to look up information in SL, tired of looking in multiple screens for the data you want?  Simplifies the process of entering, searching and viewing account information in different modules.  Search criteria on multiple fields all at one time. Search results of your data are displayed in the grid view.  Newest feature!! Export your search data into an EXCEL PIVOT TABLE in AP, AR, GL and Project.

One Time Vendor  Enables all of a company’s one- time vendors to be under a single vendor ID  No longer a need to set up a new vendor for each one-time single vendor transaction.  The system provides for vendor information to be entered during vouchering.  Full integration with check printing and payment selection  Look up and review one time vendor history

1099 Vendor Accelerator  View and Update  Vendor’s 1099 status and default 1099 box settings.  View and update  1099 transactions default box details  All changes are recorded in an audit table  Change the current 1099 year with a one step process.  Bonus: Vendor check inquiry screen displays vendor checks by year.

Plumbline’s Audit Trail powered by FastPath  Track changes made from within Microsoft Dynamics and external sources  Capture before/after values, including items that have been deleted  Monitor Microsoft SQL Server schema changes  Extensive list of audit trail templates included with the tool  Quick implementation that offers rapid return on investment  Sold by their SL User Count

Prepaids Processor  Having to track prepaids on an excel spreadsheet and post Journal Transactions monthly ?  Improve prepaid amounts for your business by amortizing, analyzing and setting up prepayments from within SL.  Also can be used for Earning Deferred Revenue  Set up prepayments from the prepaids screen or from the AP Voucher & Adjustment screen while entering a payment voucher.

SL 2011 and 2015Year End Update Package  SL 2011 and 2015 are out of mainstream support. Plumbline has created a package to mirror what Microsoft releases. This package is available for purchase through SIS.  Updates that will be included in the package at this time are:  Add the ability to have 2 sets of tab tables (standard and High Withholdings) for state deductions  Allow different marital status for state and federal deductions and exemptions and credits.  New 1099- NEC Form  Updated 1099-MISC Form  Cost for the annual subscription:  $2500 for under 100 employees/vendors (combination of the 2)  $3000 for over 100 employees/vendors (combination of the 2)

QUESTI STION ONS? S? www.sisn.com

Thank you for Attending! Please let us know if you have further questions or need more information. Contact Debbie Peavy to better understand your individual needs. dpeavy@sisn.com 888-844-6599 www.sisn.com