Solomon User Group Meeting Progressive Solutions – 3 rd Party Applications WELCOME!

Progressive System Solutions  Microsoft Gold Certified Partner based in Orlando Florida  Served the Dynamics Community for 20 years  Suite of 100 products developed for the Dynamics Family  Products used by companies all over the US and abroad  Products developed using the same tools as the Dynamics Modules  Accessed through the Dynamics menu  Screens and functions similar to Dynamics including lookups  Standard Dynamics Security (if you have the rights to the screen it will allow you to run the process)  Customization Manager Enabled  Same Reporting Options

Progressive System Solutions

Progressive System Solutions Host period webinars illustrating the products.

Progressive System Solutions HOLIDAY PROMOTION Starting 11/1/11-12/31/11 Purchase one of the following: Fixed Assets Loan Management Investment Ledger Credit/Purchase Card Expense Reporter Get one of the below for FREE Fixed Assets Service Loan Application Loan Escrow AP Void Check Entry Plus One Rainbow Search Module One Eraser Module File Attach Payment for the purchase due on or before 12/31/11 Service plan purchase required for Free product Can NOT be combined with any other offers No substitutions for free products

Progressive System Solutions Will be illustrating these two products today.

Progressive System Solutions

Void Check Entry Plus Void a check Or void check, process a Credit Memo, and apply with Zero check all in one step Process one check at a time or load a list from Excel

AP Voucher Reverser Reverse a voucher Select a batch, Ref #, or by vendor Reversal is applied to original voucher and applied with a zero check all in one step.

Progressive System Solutions

Credit/Purchase Card - Setup Setup bank format Setup mapping for import file

Credit/Purchase Card - Process  Mapping screen is used to map the Excel or.csv files from credit card vendors.  Unlimited number of credit cards.  Download file from credit card vendor website.  Select the file and the Credit Card Vendor.  Edit the data in the grid to add additional information.  Review results, report is available.  Process.

Credit/Purchase Card - options  Direct processing:  Vouchers will be created in A/P under the Credit Card Vendor only.  Indirect processing:  1 st batch will be a voucher batch…Vouchers will be created for each line in the import batch.  2 nd batch is a Check Batch. A check, posted to the clearing account will be created for each transaction. –This does not use up a check number in the normal checking account. –Vendor history is updated. –1099 information is updated.  3 rd batch is a voucher batch which enters a voucher for the credit card company. –This posts to the clearing account to offset the entry posted for the check

Credit/Purchase Card - Example Custom mapped format, just need to complete additional information.

DEMO

Thank you ! Intellitec Solutions Reading, Wilmington, Washington DC