Technology Talk

Acumatica 5.0 Launches Today!

by Tanya Kratzer 22. January 2015 12:00

The long-anticipated version 5.0 has been released and includes multiple improvements to the modules within the suites, as well as platform improvements. Information on some of the changes and new features are provided below for you to review and determine where you may benefit from the changes in this release:

  • Pricing Engine
    • A complete redesign allows you to have a choice of pricing mechanisms to maintain sales and purchasing prices to help you implement different pricing strategies
    • Upload price lists from an Excel file and update your prices in bulk
    • Create promotional price lists for a particular customer or for a group of customers and keep a history of price changes
    • Take advantage of promotions offered by your vendors and provide accurate and up-to-date prices for purchase orders, including volume prices
  • Improved integration between sales orders and purchase orders
  • Purchasing, Transferring, and Replenishing across warehouses has been improved
  • The Analytical Report Manager (ARM) GL/PM reader was completely re-factored for easier maintainability and vastly improved performance
  • Acumatica now supports generating a file for 1099-MISC to submit electronically, and the format of the file is standard ASCII code as per the IRS 1220 publication
  • Lead and Contacts Duplicate Validation helps you save time by identifying and merging duplicate records in the Customer Management module
  • Improved Expense Claim Processing allows your employees to enter expense receipts on the fly and then at a convenient time, submit in bulk to generate the corresponding expense claims
  • Customization Manager has been completely redesigned with drag and drop similar to VBA
  • Exchange Integration - the application now supports seamless and transparent synchronization of contacts, tasks, appointments, and emails with any Microsoft Exchange or Office 365 mail server, and requires no plug-ins on the client-side - this will be releasing in approximately 30 days
  • Improved User Experience - Acumatica 5.0 implements a new smoother and cleaner user interface that includes a number of themes that can be changed by a user
  • Single Sign-On
    • With single sign-on (SSO), users can enter their credentials once to access multiple applications, and are no longer interrupted by authentication prompts during a particular session
    • SSO reduces the number of user IDs and passwords each user has to remember, reducing the risk of identity theft
    • SSO also makes it easier for system administrators to maintain user identities
    • Acumatica supports integration with Google, Microsoft Account, and Microsoft Azure Active Directory (Azure AD)
  • Universal search as been redesigned to leverage the full-text search engine in SQL Server and MySQL. Results are ranked according to relevance and it's lightning fast!

Please contact me if you are planning on upgrading to release 5.0.


Tanya Kratzer
Account Manager
SVA Consulting
608-826-2400 x2092

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Acumatica | Upgrade

What's New in Microsoft Dynamics GP 2015

by Tanya Kratzer 2. January 2015 10:00

Happy New Year! 

I am pleased to share with you that Microsoft has released Dynamics GP 2015, and there are some really cool enhancements in this version. Check out some of the new features:

  • SmartList Designer refreshable Excel reports
  • Copy Home Page settings
  • Major enhancement to Payables Payment Terms giving you more flexibility to set up specialized terms
  • Fixed Assets year end close report is now printed as part of the year end close, and prints for all books and assets impacted
  • Payables warning when entering a voucher for a vendor with an outstanding PO or un-invoiced receipt
  • New approval workflows include
    • GL, Payables, and Receivables batches
    • New Vendors
    • Project Expense Reports
    • PR Direct Deposit and W4 forms
  • Business Analyzer R7
    • Management Reporter Data
      • New for R7
      • Users may add any MR report to the app start page that they have permissions for
      • Ability to view the report in the Management Reporter HTML viewer
    • Cross Platform
      • Enables tablet users on Windows, iOS, or Android, and Windows Phone
      • Search respective app stores for Business Analyzer
  • Management Reporter
    • Navigation Integration
    • Integrations Options
  • Employee Self Service web app now includes
    • Employee Profile
    • Paystubs
    • W4
    • Benefits
    • Direct Deposit
    • Skills & Training
    • Project Expense
    • Manager Profile
    • Manager Skills

Historically, I know that many people get very busy with year end processing, financials reporting, and before they know it, they are wrapping up audits and celebrating spring. Unfortunately, if you are on Dynamics GP version 2010, spring might be a little late to just begin to plan for an upgrade as this version will be out of mainstream support in October.

Good planning is key, so why not take advantage of your busy time to have your IT staff or outsourced network provider review the existing infrastructure and make upgrades or replacements to support the latest version of Dynamics GP. We can work with you to estimate your upgrade and schedule your project so that you will be on a supported release well before the October end of support deadline. 

I encourage you to call me so we can discuss your project timing and staff availability.


Tanya Kratzer
Account Manager
SVA Consulting


Dynamics GP 2015 | Microsoft Dynamics | Upgrade Dynamics

Dynamics GP 2015 is now available!

by Tanya Kratzer 29. December 2014 18:58

Cheers and good tidings! It's hard to believe 2015 is just a few days away and that 2014 is now history. My how time flies!

For those of you that have been using Microsoft Dynamics GP for many years, the new year also brings a new, enhanced version of your solution.
Microsoft Dynamics GP version 2015 was released earlier this month, and there are significant new capabilities in this release, including:

·  Expanded workflows to help streamline financial, purchasing, sales, payroll, and project expense related approvals. These new native workflows enable customers to quickly customize their Dynamics GP solution and accelerate business approvals.

·  Single sign-on through integration with Microsoft Azure Active Directory to help users work seamlessly across Microsoft Dynamics GP, Office 365, and other cloud-based applications.

·  Service-based architecture to lower the cost and time required for customers and partners to create and modify business solutions built on Microsoft Dynamics GP.

Earlier this year, Microsoft also released Business Analyzer R7, a "companion" tablet application for Microsoft Dynamics GP that is available for download from the Windows, iOS, and Android app stores.

As a reminder to those companies that are still on Dynamics GP 2010, this version will be out of mainstream support in October 2015, so you will want to plan now for your upgrade. Please call me if you have any questions or would like to schedule your upgrade.

I wish all of you a very happy and joyful New Year!

Tanya Kratzer
Account Manager
SVA Consulting
(608) 826-2400 x2092

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Dynamics GP 2015 | Upgrade Dynamics

Dynamics GP 2015 System Requirements

by Tanya Kratzer 29. December 2014 18:29

Happy New Year! 

With Microsoft Dynamics GP 2010 mainstream support ending October 2015, now is the time to plan for your upgrade. Making sure your infrastructure will be able to support the latest Dynamics GP release, version 2015which became available earlier this month, is the first step when planning for your upgrade project. You can review the latest system requirements posted on CustomerSource, no log-in required (NEW!). 

Please contact me at 608-826-2400 x2092 to begin planning for your upgrade project.


Tanya Kratzer

Dynamics Updates: Resolving File Transfer Manager Issues

by Tanya Kratzer 23. December 2014 23:10

It's that time of year again!

I was getting error messages when trying to download year-end updates and a couple of PDFs for Dynamics from CustomerSource. The following steps resolved my issue:

Step 1: 
Have your Systems Administrator add these sites to your Internet Explorer Group Policy for Trusted Sites, and enable Active X Controls:

Step 2:
You will need to either reboot your computer, or force the update. To force the update, bring up a command prompt and type in the following: gpupdate/force


Step 3: Close all Internet Explorer windows.

Step 4: Try downloading your file from CustomerSource.

If this doesn't work, you will need to manually install the Microsoft File Transfer Manager from this site. You should now be able to download your file.


Tanya Kratzer
Account Manager
SVA Consulting



Dynamics GP Mainstream Support Ending 2015

by Tanya Kratzer 4. December 2014 18:38

Mainstream support is ending for Dynamics GP 2010 on 10/13/2015, so it is important to start planning early for an upgrade well before this date.

Considerations should include:

  • Infrastructure compatibility such as server and client operating systems, SQL Server, Microsoft Office, and virtualization software.
  • Best time for your staff to commit to testing, training, and acceptance.
  • Optimal go-live date that is reasonable, with a secondary date to accommodate unforeseen circumstances.

Microsoft changed the licensing for Dynamics GP with the release of 2013, so there will be additional modules that are now available at no extra charge, that you may want to implement post-upgrade such as:

  • Fixed Assets
  • Electronic Funds Transfer for Payables Management (EFT PM)
  • National Accounts for Receivables Management
  • Revenue/Expense Deferrals
  • Payroll and Human Resources (unlimited employees across unlimited company databases)
  • Purchase Order Processing/Receiving

Feel free to call me at 608-826-2092 if you would like a budgetary estimate.

Microsoft Dynamics SL Year End Updates - Available Now!

by Tanya Kratzer 26. November 2014 18:30

Happy Thanksgiving! 


Year-end updates are available for Microsoft Dynamics SL 2015 and the latest versions of SL 2011.

Download is available via CustomerSource:


Please note that Dynamics SL 2011 users must be on SP1 or later to use these year-end updates.  To read the details, please check the following link:


If you need assistance with applying the year end updates, please contact us at 608-826-2400, option 1 for technical support.


Dynamics SL Year End Updates

Microsoft Dynamics SL 2015 Released!

by Tanya Kratzer 21. October 2014 00:12

Microsoft Dynamics SL version 2015 was released on October 1, 2014, a full month earlier than anticipated.

There are significant enhancements in this release.  Web Apps that were released for Dynamics SL 2011 Feature Pack 1 have been enhanced, and more Web Apps added.  These Apps will replace Business Portal, which is not available for Dynamics SL 2015.

Here is a sampling of what 2015 includes:

·         Streamlined Multi-Company Processing

·         Enhanced Multi-Company Security for Projects

·         Basic Resource Management Web App now available

·         Financial Enhancements in Accounts Payable and Accounts Receivable

·         Payroll enhancements to remove redundant or unnecessary steps

·         Enhanced Reporting throughout, including refreshable Excel files in Quick Query

·         Dynamics SL Web Apps provide browser-based access to view and enter data through a tablet, smartphone or desktop machine:

o   Project Timesheet entry

o   Project Correcting Timecards

o   Project Expense Entry (with receipt attachments)

o   Project Expense Reports

o   Project Maintenance & Inquiry

o   Budget Maintenance, Revisions & Inquiry

o   Project Invoice Approval

o   Item Request Entry & Approval

·         Source Code for Web Apps gives you the ability to customize screens by adding/removing fields or by adding code.

Of course, Dynamics SL 2011 will be supported until 7/12/2016, but if you plan on upgrading during calendar year 2015, I would be happy to provide you with a preliminary services estimate so you can budget appropriately for this transition. Please review the system requirements for compatibility with your existing infrastructure.  Thanks, Tanya Kratzer (608) 826-2092


Dynamics SL 2015

Are thieves stealing control of your customers' bank accounts?

by Clint Crigger CISSP 9. September 2014 21:40

We’ve all read the headlines recently:


“$300k Stolen from Home Depot Customers in Two Hours”


“Home Depot Thieves go Unnoticed for Five Months”


“1st American and Bank of America pillaged by Taxicab Card-Swiping Terminals”


“Target’s CIO Resigns After Failure to Safeguard Customers’ Credit Card Information”

  • Security breaches are increasing in frequency and severity.

  • Cyber criminals are becoming more  sophisticated.

  • Thefts are escaping detection until the damage is catastrophic.

Some of these breaches have left victims vulnerable to future fraud.

For example: most Home Depot transactions are likely to occur in the same or nearby ZIP code as the cardholder. This means that the thieves can use the ZIP codes in the scored card data to quickly and more accurately locate the Social Security number and date of birth of cardholders using criminal services in the underground that sell this information. With this information the crooks can reset the account PIN, check balances, make transfers and withdrawals and increase withdrawal limits.

Is Your Organization Putting Customers at Risk?

Did you know that SVA Consulting has staff with extensive experience securing organizations in the following industries.

  • Financial Services Industry
  • Banking
  • Retail
  • Insurance
  • HealthCare
  • Aerospace and Defense
  • IT
  • Education
  • Non-Profits

Contact me at 608-826-2708 if you are an organization combating potential vulnerability threats.

For more information about the benefits and limits of credit monitoring services — as well as other helpful tips to proactively safeguard your credit file — see this story.

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Security | Tips and Tricks

External-facing vulnerability threats

by Tanya Kratzer 27. August 2014 21:08

Did you know that SVA Consulting has staff with extensive experience in performing PEN tests (Penetration Testing) in the Financial Services Industry for Banking and Insurance organizations as well as PEN test experience in HealthCare,  Aerospace and Defense, Manufacturing, Retail, IT, Education and Non-Profits?  Contact me at 608-826-2092 if you are an organization combating potential external-facing vulnerability threats.




PEN Testing | Security

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