Events

Do you have a crystal-clear, real-time understanding of your business numbers? Can you articulate where money is coming from, where it’s going, and what’s on the horizon? If not, you need a business scorecard. We’ll show you what a weekly scorecard consists of, and how your business can gain greater insight by using one.

REGISTER HERE.

New year, new pricing? Join us for a session that dives into best practices for updating your item cards and resource cards in NAV with your updated pricing for 2019.

REGISTER HERE.

New year, new pricing? Join us for a session that dives into best practices for updating your item cards and resource cards in Business Central with your updated pricing for 2019.

REGISTER HERE.

More often than not, when business leaders hear the words “ERP” they cringe at the thought and re-live pain they may have experienced during their last implementation. Having led hundreds of implementations, our team sees ERP as an opportunity for increased productivity and profit, not your next daunting task.

REGISTER HERE

Included in the Dynamics GP Extended Pack, Field Service offers companies the ability to track equipment use, preventative maintenance, and contract administration. During this webinar, Bobbi Horn will showcase the features included with Field Service including service types, equipment records, problem-cause resolution codes, scheduling individual or multiple technicians to a call, Linking to point-of-sale, and Tracking labor time.

If you have employees or technicians that are on customer site and still using paper forms, or if you have equipment or vehicles that are being checked out or used for different projects you should attend this webinar.

REGISTER HERE.

Are you investing valuable resources on internal projects that take time away from managing and completing organizational goals? Stoneridge Software’s AX | D365 F&O client support team offers more than break-fix assistance. Support solutions should be a value-add for your organization, allowing your employees to receive expert guidance when it comes to your AX | D365 F&O system and processes. During this short 30 minute webinar, you’ll hear how to save time, money, and resources with support options available including:

– One-on-one training

– Staff augmentation

– Design work

– Development

– Report generation

– Data integration and warehousing

– ISV/add-on support

– And much, much more!

REGISTER HERE.

Curious about career opportunities at Stoneridge Software? Join us for happy hour at Drekker Brewing Co.! You’ll have the opportunity to meet current team members and do some networking, as well as learn more about current openings, company perks, and our work culture. We have numerous job openings, which include senior-level positions as well as junior-level positions in our New Hire Academy and internship opportunities for college students. If you think it sounds like fun, your right!

REGISTER HERE.

Now is the time to discover why the majority of companies currently using AX will move to Dynamics 365 Finance and Operations over the next few years. During this webinar, you’ll see first hand what business processes and user experience will look like in Finance and Operations. You’ll also hear the top reasons why business leaders are moving from AX to Dynamics 365.

• Understand how your IT department will be affected by moving to the cloud
• See the modern user experience and learn why it’s important when hiring new talent
• Learn how to identify any conflicts or issues in the system prior to any updates with automated testing
• See how easy it is to generate reports with PowerBI

By the end of this webinar, you’ll have a solid understanding of why current AX clients are steadily moving to Finance and Operations and if it’s worth it for your company to upgrade.

REGISTER HERE.

Job Cost software can help you manage work-in-progress, including the cost of materials, labor, machines, and overhead. During this webinar, you’ll learn:

• How BOM structure affects WIP
• How to track labor and overhead
• Best practices and procedures for managing WIP

REGISTER HERE.

Current Dynamics NAV users are at a crossroad – remain on-prem or move to the cloud with Business Central. Learn the pros and cons of both paths and hear real-life examples of businesses that moved to Business Central from NAV on-prem.

REGISTER HERE.

Sharpen your skills, learn best practices, and dig deeper into the topics most pertinent for success in your role at User Group Focus Conference. This is the user group conference to attend for concentrated Microsoft Dynamics 365 and Power platform learning through 90-minute, deep-dive, advanced level sessions presented by technical and functional experts. Whether D365, AX, CRM, or NAV this conference will have sessions for you to continue success with your Microsoft solution.

This comprehensive training material provides you with an in-depth view of the extensive functionality contained within the Human Resources and Payroll applications. Besides learning the functionality, you will also learn tips and techniques that can help make an implementation successful, and you will gain a thorough understanding of the HR and Payroll applications and its capabilities. The training material covers the setup of the Payroll and Human Resources modules. It covers the processing of Payroll checks, and the everyday tracking of Human Resources. It also covers the Applicant functionality found in Human Resources so you can track the necessary information to hire quality employees. The training material also discusses the Attendance functionality which can be used to track employee attendance and absences using time codes. The integration of Payroll and Human Resources is also a focus of this training material.

Audience

This training material is targeted toward administrators, implementers, consultants and end-users who need to understand the technical aspects of using the Microsoft Dynamics GP Human Resources and Payroll modules and want to gain the ability to manage employee and applicant information. Direct Deposit is also covered in this training material. This training material focuses on an integrated Human Resources and Payroll system.

At Course Completion

After completing this training material, individuals should be able to:

-Use Payroll Setup windows to customize the application to organizational needs

-Understand the available global setups that are available in Human Resources

-Set up Benefits and Deductions in Human Resources and Payroll

-Set up Attendance including time codes and accruals and how they are attached to employees

-Create pay codes, deduction codes, benefit codes, taxes and other employee related items used to calculate Payroll checks

-Assign methods to calculate vacation and sick time for employees

-Process, generate and void Payroll checks for employees

-Use Human Resource Employee windows and be familiar with how they may be used to track necessary data about employees

-Use the Applicant system to better suit your organizational needs

-Use miscellaneous Payroll and Human Resources tools such as Payroll Gross Up, To-Do Lists and Compensation Management

-Create Human Resources and Payroll report options and produce desired reports

-Print numerous other Payroll documents such as W-2’s, 1099R’s and others

-Use Direct Deposit instead of generating checks for certain employees

-Close the Payroll year and prepare the system for the next year

Prerequisites

Before attending this training material, it is recommended that individuals have:

Some working knowledge of Microsoft Dynamics GP

Some basic understanding of Payroll law and regulations

REGISTER HERE.

Job tracking software is essential to managing your business as it allows you to analyze performance and measure effectiveness for every job. This can include costs, timelines, deadlines, number of workers, hours spent on a project, and more. Learn how to best use Key2Act’s job tracking software to gain visibility into your data and add to your bottom line.

REGISTER HERE.

From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you combine CRM with Microsoft Dynamics GP.

During this webinar, you’ll learn how seamlessly Dynamics 365 for Customer Engagement integrates with Dynamics GP so you can go from lead to cash quickly and easily. You’ll see how a sale flows through the system from lead, to contact, to sale, to inventory and invoice.

REGISTER HERE.

From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you combine CRM with Dynamics 365 Business Central.

During this webinar, you’ll learn how seamlessly Dynamics 365 for Customer Engagement integrates with Dynamics 365 Business Central so you can go from lead to cash quickly and easily. You’ll see how a sale flows through the system from lead, to contact, to sale, to inventory and invoice.

REGISTER HERE.

From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you combine CRM with Dynamics 365 Finance and Operations.

During this webinar, you’ll learn how seamlessly Dynamics 365 for Customer Engagement integrates with Dynamics 365 Finance and Operations so you can go from quote to cash quickly and easily. You’ll see how a sale flows through the system from lead, to contact, to sale, to inventory and invoice.

REGISTER HERE.

Management Reporter enables Dynamics AX and Dynamics GP users to quickly and easily create, generate, secure, and publish financial statements. During this webinar, you’ll learn some of the best practices for creating and generating reports in Management Reporter.

REGISTER HERE.

Everyone has an AP document management problem.  But why implement a solution that only solves that one issue for just one department?

Whether you’re the CFO, AP Clerk, Accounting Manager, HR Manager, Sales or IT, you CAN spend less time managing your data.

Attend this webinar to learn about:

• Improving productivity in any department
• Accessing data anywhere, on any device
• Achieving significant cost savings
• Successful DocLink customers

Spend less time managing your data.  Register for this webinar to learn how you can connect your people, processes, and data, in every department, for a competitive advantage.

REGISTER HERE.

The spring release of Dynamics 365 Business Central is full of exciting new features and updates. During this webinar, we’ll dive into the spring release and what it means for both current Business Central users with software still on-premise and those interested in Business Central.

REGISTER HERE.

Please join us for our annual client conference, Stoneridge Connect | Minneapolis 2019! This exclusive event includes informative breakout sessions, an ISV expo and the opportunity to network with the Stoneridge Software team and other Dynamics users just like you.

REGISTER HERE.

This training will cover Job Cost from Key2Act.

At completion, attendees will learn:

Job Cost Overview: Overview and Introduction to the functionality of Key2Act Job Cost. How to Navigate the system and what the Symbols represent What the Process Flow consists of and what the key windows and fields are in the system. How the HELP Menus can assist the end user.

Creating and Importing Jobs: How to create a job, what are Contract/Billing Types, Selecting Cost codes, Create Bill Codes, Create and Use Job Templates.  Attach notes and documents to a job

Managing Jobs: How to view and navigate the Job Status window and all of the tabs involved.

Transactions and Adjustments, Estimate Import: How to create an estimate to a job and to create a forecast revision entry. How to transfer a service call to a Job

Creating a project: How to create a Project

Month End Job Cost Procedures: How to close the jobs, month and POC process. WIP reconciliation Tool

REGISTER HERE.

Introduction

This training provides individuals with the knowledge and skills to build basic and advanced financial statements using Management Reporter.

Audience

This training is intended for partners, end users, IT professionals or accounting professionals who build and maintain the organization’s financial reporting package. After reviewing this training, individuals will be able to:

-Explore the demonstration company and sample reports

-Export the sample reports as a template for their own report design

-Associate the building blocks in a variety of report definitions including row definitions, column definition, and reporting tree definitions

-Design basic report building blocks in Report Designer including trial balance reports, income Statements, variance reports, balance sheets, statements of cash flow, and consolidation reports.

-Discover the power and flexibility of reporting trees to present financial results at the responsibility level (i.e. by dimensions)

-Apply worksheet linking to report on data maintained in Microsoft Office Excel

-Use report output and distribution options including Report Viewer

-Implement security including customized roles, groups, and users

-Design reports that support XBRL

-Use the Report Wizard to create reports

Prerequisites

Before reviewing this training, it is recommended that individuals have:

General knowledge of the Windows operating system

Basic knowledge of accounting principles and procedures

Prior knowledge in building financial statements

Understanding of their specific XBRL reporting requirements

REGISTER HERE.

This comprehensive training material provides you with an in-depth view of the extensive functionality contained within the Human Resources and Payroll applications. Besides learning the functionality, you will also learn tips and techniques that can help make an implementation successful, and you will gain a thorough understanding of the HR and Payroll applications and its capabilities. The training material covers the setup of the Payroll and Human Resources modules. It covers the processing of Payroll checks, and the everyday tracking of Human Resources. It also covers the Applicant functionality found in Human Resources so you can track the necessary information to hire quality employees. The training material also discusses the Attendance functionality which can be used to track employee attendance and absences using time codes. The integration of Payroll and Human Resources is also a focus of this training material.

Audience

This training material is targeted toward administrators, implementers, consultants, and end-users who need to understand the technical aspects of using the Microsoft Dynamics GP Human Resources and Payroll modules and want to gain the ability to manage employee and applicant information. Direct Deposit is also covered in this training material. This training material focuses on an integrated Human Resources and Payroll system.

At Course Completion

After completing this training material, individuals should be able to:

– Use Payroll Setup windows to customize the application to organizational needs

– Understand the available global setups that are available in Human Resources

– Set up Benefits and Deductions in Human Resources and Payroll

– Set up Attendance including time codes and accruals and how they are attached to employees

– Create pay codes, deduction codes, benefit codes, taxes and other employee-related items used to calculate Payroll checks

– Assign methods to calculate vacation and sick time for employees

– Process, generate and void Payroll checks for employees

– Use Human Resource Employee windows and be familiar with how they may be used to track necessary data about employees

– Use the Applicant system to better suit your organizational needs

– Use miscellaneous Payroll and Human Resources tools such as Payroll Gross-Up, To-Do Lists, and Compensation Management

– Create Human Resources and Payroll report options and produce desired reports

– Print numerous other Payroll documents such as W-2’s, 1099R’s and others

– Use Direct Deposit instead of generating checks for certain employees

– Close the Payroll year and prepare the system for the next year

Prerequisites

Before attending this training material, it is recommended that individuals have:

Some working knowledge of Microsoft Dynamics GP

Some basic understanding of Payroll law and regulations

REGISTER HERE.

If you’re new to Microsoft Dynamics GP, this series of classes will introduce you to the software and show you the basic elements. Throughout the week you will be introduced to the general ledger, payables management, receivables management, and bank reconciliation. Upon completion, you will have full knowledge of the GP financial module and will be able to perform basic and advanced functions.

Day One: Introduction to Microsoft Dynamics GP

This one-day course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include system and company setup procedures, how to use reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities and tips for the user to personalize Microsoft Dynamics GP to streamline business practices.

Day Two: General Ledger in Microsoft Dynamics GP

This course explores the accounting cycle and the processes required to enter financial data into the system. It covers how to set up general ledger accounts, enter general ledger transactions, and post the transactions. This course also shows how to perform additional functions such as account reconciliation, budgeting, allocation, period-end procedures, and year-end closing procedures.

Day Three: Payables Management in Microsoft Dynamics GP

The one-day Microsoft Dynamics® GP Payables Management course examines the accounting cycle and the processes required to enter vendor invoices and process checks. This course also shows you how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control. A thorough understanding of these topics allows for capitalizing on vendor discount dates to reduce accounts payable liabilities and easily select the right vouchers for payment by date, vendor, number, or custom query to control cash outlay. This course also provides guidance on how to define default values that automatically populate data fields and how to gather the information needed to make better business decisions by exploring powerful inquiry and lookup functions.

Day Four: Receivables Management in Microsoft Dynamics GP

The one-day Microsoft Dynamics GP Receivables Management course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course also explains how to perform additional functions such as entering credit memos, prepayments, small balance write-offs, print customer statements, enter and void scheduled payments, and month-end closing procedures.

Day Five (half day): Bank Reconciliation in Microsoft Dynamics GP

This half-day course explores the processes required to manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. It also shows you how to perform the checkbook reconciliation process in the Bank Reconciliation module, ensuring the accuracy of your financial data and its relation to your financial institution statements.

This class runs from 8:30 a.m. – 5 p.m. Monday – Thursday, and 8:30 a.m. – Noon on Friday. If you would like to register for a single day class, please email solutions@stoneridgesoftware.com.

REGISTER HERE.

This training will cover Job Cost from Key2Act. The class will run from 8:30 a.m. – 5 p.m. on Tuesday, and 8:30 – Noon on Wednesday.

At completion, attendees will learn:

• Job Cost Overview: Overview and Introduction to the functionality of Key2Act Job Cost. How to Navigate the system and what the Symbols represent What the Process Flow consists of and what the key windows and fields are in the system. How the HELP Menus can assist the end user.
• Creating and Importing Jobs: How to create a job, what are Contract/Billing Types, Selecting Cost codes, Create Bill Codes, Create and Use Job Templates.  Attach notes and documents to a job
• Managing Jobs: How to view and navigate the Job Status window and all of the tabs involved.
• Transactions and Adjustments, Estimate Import: How to create an estimate to a job and to create a forecast revision entry. How to transfer a service call to a Job
• Creating a project: How to create a Project
• Month End Job Cost Procedures: How to close the jobs, month and POC process. WIP reconciliation Tool

REGISTER HERE.