How to Receive POs Using D365 Mobile Device Functionality

The scanning process is easy to set up and can be very useful, as it offers accuracy on the transactions and can save a lot of time.

How to Set Up Mobile Device Functionality in D365 F&O

D365 for Finance and Operations (D365 F&O) offers mobile device functionality, which can be a game changer in running your business. The biggest advantage of using mobile scanners is that transactions happen in real time and inventory is updated instantly. The functionality also offers greater accuracy because validations are performed as transactions occur, and those …

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As Competition Spikes for Full-time CFOs, Startups Exploring Other Options

Back in May the Wall Street Journal published an article highlighting some of the challenges that high-growth tech companies are facing in recruiting or retaining experienced CFOs. See the full article here. Coming from a firm (Armanino) with thousands of clients in the tech and other industries and a practice area focused on executive search …

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Can’t Get No Satisfaction From Sales and Finance Because of Your Q2C Process?

It’s a familiar story – your sales and finance team members feel overburdened by the manual steps  they must take to sell your products and record revenue. Quote-to-cash (Q2C) describes this cycle of taking orders and procuring revenue for your company. At a high level, the process encompasses order management, billing and payment, and sales …

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Eliminate the Noise: How AI Contributes to Fighting Fraud

Organizations that incorporate artificial intelligence and machine learning into anti-fraud programs will be better equipped to detect and deter fraud.

Revamp or Start Fresh? Planning Your Salesforce Implementation

As you plan a Salesforce upgrade such as adding Field Service Lightning or Service Cloud, you have to factor in a number of considerations to design the best approach. In some cases, you may decide that a total replacement makes more sense than upgrading a Salesforce organization that’s not meeting your company’s needs. Some of …

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Why Internal Controls Are Critical for Cannabis Companies

Internal controls are processes designed to ensure the reliability of a company’s financial reports, the effectiveness and efficiency of its operations, and its compliance with applicable laws and regulations. They are a must for every organization. But for cannabis companies, they are also a benchmark to establish credibility. Developing and implementing operational internal controls will …

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Are You a Household Employer and Do You Owe Taxes?

Did you know that you might be an employer and not even realize it?  Per the IRS, if you hire someone to do work around your home, then you might be considered a household employer and be required to pay employment taxes in addition to other liabilities.  If you control what work is done and …

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