Industry: Professional Services

FSM Software: Knowledge Management one DMS

Learn More About One DMS Platform for Complete Visibility and Improved Profitability

Most DMS solutions were designed for an era when dealerships could wait until the end of the month to get the data they need. That’s not the case today—consolidated views and up-to-the-minute reporting can mean the difference between thriving and barely surviving. Watch to see how we’re helping dealerships like yours achieve real-time visibility to…
Dynamics GP currency ID error

Learn More About Microsoft Dynamics GP: What Does “Currency ID Is Not Selected for This Posting Account” Message Mean?

Have you encountered a message stating “The currency ID is not selected for this posting account” in the Microsoft Dynamics GP General Posting window? This message may appear to indicate that the General Ledger Account directly above the message is missing the currency association as shown below. In actuality, the message is simply stating that…
Microsoft Dynamics GP Document Attachments and SSRS Reports

Learn More About Microsoft Dynamics GP Document Attachments and SSRS Reports

As you may already know, Microsoft Dynamics GP allows the attaching of documents and images to some Master Records and Transactions — this includes Item Numbers in the Inventory module. So, this got me wondering if there was any way an image attached to an Item Number could be used and printed on your Dynamics…
Tired of Making the Same PowerPoint Presentation Every Week?

Learn More About Tired of Making the Same PowerPoint Presentation Every Week?

Do you find yourself having to create the same PowerPoint at the end of every quarter, month, or week? When it comes time for the next performance or sales meeting, you collect the current data, then have to update the same presentation with this new data. Or even worse, you may receive this data already…

Learn More About Revenue Management: Effective Management of the Contract Lifecycle

As part of Velosio’s commitment to providing solutions and services to help professional services firms meet their organizational goals, we’ve extended Dynamics 365 Finance and Operations, Enterprise Edition with broad and deep functionality built specifically to address the needs of project based companies. Our Contract and Revenue Management Module effectively handles all aspects of contract…
How does your ERP for professional services measure up

Learn More About Professional Services: How Does Your ERP System Measure Up?

Regardless of location, size or industry, most companies face unparalleled pressures in today’s fast moving marketplace. Continuous change is increasingly the new normal rather than the exception. The same forces that have disrupted so many businesses, from manufacturing to publishing, are creating challenges and driving change in professional services. Professional services organizations that are best…