Search Results: automation (1820)

Financial Tech

When GP Tax Tables Are Not Enough

By

The sales tax world is evolving since the Wayfair ruling in 2018.  Join us to discuss when the GP tax tables will work for your business and when you’ll need to consider automation.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

Financial Tech

Why Now Is The Time to Streamline and Scale Global AP

By

As the economy slowly recovers and the new normal settles in, now is the time for finance leaders to strategically rethink the way they operate to help the business survive and thrive in turbulent times. Since Accounts Payable is the #1 most time-consuming function in finance today, automation and scaling are the key components of modernizing your organization to enable business success. Join us to learn how Tipalti can help Dynamics GP, Dynamics NAV, Dynamics 365 Business Central customers streamline and transform global payables operations, adding governance to regional entities, and automating tiresome processes that weigh you down.

Business Apps

ALM and the Power Platform – A Match [to be] Made in Heaven

By

The Power Platform with Canvas Apps, Power Automate flows and all the goodies that the Common Data Service offers is making Citizen Developers as well as Pro Devs super efficient in building apps and complete enterprise grade solutions. But what about ALM? Is build/deploy automation and proper CI/CD even possible?

The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

Business Apps

Marketing Technology Survival Plan for Dramatic Times

By

Many companies were caught off guard when the pandemic struck. They did not have online strategies to help them transition from offline to online sales and marketing. Using best practices and case studies developed during the pandemic, Marie Wiese of Marketing CoPilot will share an outline for a survival plan that can be applied to your marketing automation and CRM technology to produce lead management results in times of dramatic change.

The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

Business Apps

Be A Lazy GP Admin – Automate Repetitive Tasks!

By

Are you or your small team charged with managing GP for an organization with lots of GP companies and similar tasks daily, weekly or monthly? If you’re performing the same task more than once (ok twice) there’s opportunity for automation because you have better things to do with your time!  I’m the sole admin for 49 GP databases and I’ll show you how I use SQL to automagically open the GP fiscal period for a new month, run an automatic daily AR aging process and more across our entire GP enterprise.

Participants will learn how to:

1.Create a SQL process to automatically open the new fiscal period for one or more GP companies;
2.Use SQL to automatically ‘age’ all accounts receivable customers daily;
3.Automatically generate an AR Aging and email it as an attachment directly from SQL

This session is geared for an audience with an intermediate skill set.

This session will be available for CPE credits pending completion of session survey post event.

Business Apps

Boost Your Confidence: Basics for New Administrators

By

Newly or recently assigned as sys admin? Overwhelmed by the Unified Client Interface (UCI)? Trying to solve new business requirements? During this live-environment demonstration, let’s explore some confidence-boosting basics and exchange ideas to supercharge user adoption. You’ll see in action the Maker portal, personalized settings for you and your users, themes, helpful view features, UCI transition tips, data management best practices, and automation with processes and flows.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Business Apps

OMG!!!! WTF (Where’s the File)? A Question You Won’t Have to Ask Anymore

By

Does the document management system you’re using (or considering) come up short as transaction volumes increase and workflows become more complex? 

Are you constantly switching among ERP, CRM, and other systems looking for documents, email, and other electronic files? 

Have you ever screamed WTF (where’s the file…or email) in frustration?

Join the Datahaven team as we highlight how Datahaven 365 and its advanced scanning, OCR, and workflow approval solutions streamline paperless processes for:

•AP automation
•procure-to-pay and
•quote-to-cash
And these are just some of the solutions we offer. 

With its patented virtual folder structure, Datahaven 365 is the only embedded document management solution available across a full range of Microsoft applications and platforms, including 

•Finance & Operations
•Customer Engagement
•Business Central
•Power Apps
•Outlook and 
•Teams
By attending our session, we will automatically register you for our Summitland giveaway, a $250 Amazon gift card!