1. Genoa, a qol healthcare company
Member Showcase Featuring:
Genoa, a qol healthcare company
Presented by
Deanna Brossard
Tweet During today’s #GPUGWashington(Seattle) #GPUGMemberShowcase

2. Member Showcase Who We Are and What We Do What Modules We Use Version
Number of Users
How Long
What ISV's and How We Use Them
Favorite Module and Why
Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know)
Where Do We Go for Answers
Questions?

3. About Me Deanna Brossard Recently celebrating 10 years at Genoa
Accounting Manager
Accounting Team
Accounting Supervisor
5 Staff Accountants
Accounts Payable Team
Accounts Payable Supervisor
3 AP Specialists
Microsoft Dynamics GP Admin
Implemented GP at Genoa
Merged with QoL in July of 2014
Upgraded QoL to same version
Merged Genoa and QoL Company Databases into 1 GQOL database with the help of an ISV (Corporate Renaissance Group) Resource Group recommended
Smartlist Builder self-paced training from eOne
Light SQL skills – mostly self taught and GPUG SQL for Accountants (always learning)

4. Genoa and what we do
Leading pharmacy and telepsychiatry provider serving the behavioral health and addiction treatment community for over 15 years
Our services impact more than 500,000 individuals annually in 43 states and the District of Columbia
339 pharmacies and counting (add approximately 50+ each year)
Fill over 10 million prescriptions annually
We continue to seek new opportunities nationwide to help behavioral health and addiction treatment organizations with their pharmacy and telepsychiatry services

5. Modules we use and version we are on
Financial
Fixed Assets
Safe Pay
Sales (very limited) for rebates and non-consumer (non-prescription) billing
Intend on expanding this to add telepsychiatry sales
Purchasing
Inventory (only for site cards for MetaViewer)
Management Reporter for Financials
Anaplan for Budgets – possible for future financials
VERSION
GP 2016 R2 effective Monday, Dec 19th (just upgraded over weekend) GP 2013 prior to that
Most excited about utilizing some of the new workflows for GL and AP Card and Batches for internal control purposes

6. Users, how long on gp 20 full license users and 5 limited users
Live since January 2013
Formerly on Peachtree

7. ISV’s
Rockton
Smartfill for search capabilities
Auditor (had briefly, but have opted not to renew)
GP Tool box (just added during upgrade)
MetaViewer for AP workflow and automation – with a lot of customization
Kamp Data for sales & use tax (only using for use tax calculation on purchases)
Resource Group AP, AR, and GL Copy/Paste tools
AP Connect – Payment Manager through Resource Group and Wells Fargo
Nolan Advanced Bank Rec
Data Resolution for hosting GP and MetaViewer servers (go live Dec 19th)

8. ISV’s continued Forms Printer (just added during upgrade)
To customize customer statements to include beginning balance, current month activity and total due.
FastPath for auditing purposes (not yet installed – will schedule now that upgrade is complete)
Blackline for continuous accounting and month end close (will begin implementation after the new year)
Reporting Central (phase 2 of GP ugrade)
Corrector (AP) for a clear audit trail of AP coding corrections
Validator 1099 for automated TIN matching
Greenshades to e-file 1099’s

9. ISV’s continued
We’re not done. Genoa is continually looking ahead to improve current and future processes
Future enhancements may include:
Binary Stream
Property Manager to manage all locations we lease
Hope to automate annual rent increases at each location we manually manage and calculate now
Multi-Entity
As we continue to add complimentary branches to our business through acquisition, this may become necessary
eRequester or some other Purchase order module
Not using PO’s today, but may be something we do in the future.
To be determined….

10. Favorite module and why
Professional Services Tools Library
Account Combiner
Use for future location budget accounts
Combine budget for future location with actual location once opened
To assign new locations a budget upon opening
Integration Manager
Chart of Accounts
Adding new locations chart of accounts quickly
Smartlists and Smartlist Builder
Quickly create reports to use for Account Combiner and Integration Manager

11. Tips and tricks / ways to improve processes
New in GP 2016
Importing a budget from Excel
New exception report will list accounts that aren’t set up in General Ledger – as well as any duplicates found on the import file.
Save time trying to clean up and comb through the import file received from Finance

12. Where do we go for answers
Google
Resource Group
unlimited support plan
names.html
GPUG Communities
GPUG Academy
GPUG Amplify
GPUG Summit

13. Questions?