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2021 Reflections

CEO Reflections on 2021

Welcome to 2022! Looking back on 2021, we’re so thankful for all the support of our clients and community over the past year and we look forward to deepening our relationships in the future. We hope you  you’re ready to focus on how to help your business win with technology in 2022. Below are a […]

By | January 21, 2022 | News
dynamics marketing

How Marketers are Winning Using Dynamics 365 Marketing: A Look at App Features

Marketers win using Dynamics 365 Marketing by gaining insight into their most effective marketing strategies and building long-lasting customer relationships. Leverage your Dynamics 365 Customer Engagement data, such as contacts and accounts, in a centralized and unified place. Note: The Dynamics 365 Marketing module is a separate license from Dynamics 365 Customer Engagement. If you […]

By | Updated January 21, 2022 | Dynamics CRM
ACCOUNT SCHEDULE PICTURE 1

Account Schedules in Business Central for Financial Reporting

Do you want to get an insight into the financial data stored in your chart of accounts in Business central (BC)? If so, Account Schedule (AS) is the tool to use. AS will analyze the figures in GL and compare GL entries with GL Budget entries. The result of this comparison will then be displayed […]

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Quick Tip: Organize Your GP Toolbars

Are your GP toolbars a mess that is taking up too much space in your user interface? If so, we have a solution for you! If you right click in the toolbar area and click Lock Toolbars, you can uncheck this option to allow individual toolbars to be moved. With Lock Toolbars unchecked, you can […]

By | January 18, 2022 | Dynamics GP

Data Management Processes in UAT/PROD After Data Entity Changes to Your Dynamics 365 Finance Environment

Here are the steps needed for you to see the new entities in DM and to export them to your BYOD database.

chart of cash flow accounts

Cash Flow Statement Overview and Creating a Cash Flow Forecast in Dynamics 365 Business Central

While the Income Statement and Balance Sheet are anchored to accrual-based accounting for measuring performance and financial position, the Cash Flow Statement (required by GAAP) is used to complete the picture by helping to explain a company’s performance in generating cash. Cash flows = Cash receipts and Cash payments The Cash Flow Statement records receipts […]

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How to View Settlements in Customer Payment Journal in Dynamics 365 Finance and Operations

If you have ever needed to review the settlements activity in a specific journal, then you need to know which print option will provide this detail.

Charitable Giving 2021

Stoneridge Software Charitable Giving 2021 Recap

Stoneridge Software continues to give back to the community with our corporate donations to charitable causes and our employee Pay-It-Forward charitable program. Based on the passions of our team we’ve contributed more than $12,000 to nearly 60 organizations during 2021. This program gives our team members the opportunity to provide a cause, organization, or charity […]

By | January 14, 2022 | News, Work Culture
search sales transactions

Dynamics GP to D365 Business Central: How to Pull Open AR and Open AP from SmartLists for Import

Within Dynamics GP, users can pull reports using SmartLists that can be exported directly to Excel and then used for import into Dynamics 365 Business Central. This document walks through how to add columns to the existing Receivables, Sales Transactions, and Payables transactions views that are available out of the box. Similar actions can be […]

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The Modern Manufacturer: Manufacturing Policy Management

Production is a tradeoff between variety and volume. When it comes to this balance, manufacturing can be broken down into four types: engineer-to-order, make-to-order, assemble-to-order, and make-to-stock. Where Do We Master Schedule? We master schedule at the bottleneck, or constraint, of production. Bottlenecks exist at different points in the production process depending on manufacturing type. […]

By | January 7, 2022 | Manufacturing
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How to: Vendor Payment Proposal Automation in D365 Finance and Operations

This feature was released in the summer of 2020, and I think it is a tremendous timesaver.

Dynamics GP U.S. Payroll Tax Update for 2022

U.S. Federal Tax Tables have been released for 2022. For GP users, this means it’s time to download the payroll tax update and verify that it’s installed correctly.

By | December 30, 2021 | Dynamics GP
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Upcoming Events

january

13jan11:00 am12:00 pmConfab with Stoneridge Livestream - Technology in 2021 Recap

18jan12:00 pm1:00 pmOpportunities and Threats for the Commodity Processor in 2022

19jan10:00 am11:00 amTax Compliance and Coffee – a Virtual Discussion

26jan11:00 am12:00 pm7 Ways Manufacturers Can Stop Cyber Attacks

26jan2:00 pm2:45 pmKeep Your Data Secure and Move to the Cloud with GP

27jan11:00 am12:00 pmConfab with Stoneridge Livestream - The Year of Integrations

february

10feb11:00 am12:00 pmConfab with Stoneridge Livestream - Microsoft Teams and Microsoft Dynamics Integration

23feb10:00 am10:30 amDeciphering Manufacturing KPIs – What Your Data is Really Telling You

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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