ERP Year End Tips and Tricks - Dynamics GP, NAV, SL, POS, AX, RMS & Dynamics 365 Business Central

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Year end brings us a variety of changes and challenges. The government imposes new mandates. There are updates to tables regarding sales tax rates, payroll taxes, etc. There are updates to your technology, including the latest versions of Dynamics 365 Business Central, GP, NAV, SL, etc.



A few ideas about your ERP system and year end closing


First, you have to have the latest patch or version of your technology. The right patches, codes and data elements are crucial. This allows accountants, going into next year to have the most recent information. It allows them to make adjustment calculations or reporting more accurate.


Second, is to do a system health check. During year end, make time available to clean up your technology. Check your database size. Do you need to or have space to archive data?


We run into companies where it has been 2, 3, or even 4 years since they have archived their data. This is a HUGE risk.


If this is your first time going through and closing out a year you might need a refresher. JourneyTEAM has training courses and consultants that could help or assist you.


Third, creating new reports. You might need new dashboard or reports created. You now have another full year of data and you might want to analyze and summarize that data.


Year end is great time to review and reflect

It's time to assess where you are and what might need to be cleaned out, changed, or improved.


If you need help with year end closing—contact JourneyTEAM. We are happy to get one of our consultants or technical people to help you. It is very easy to get a patch or upgrade that may save you hours of manual labor.


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Contact JourneyTEAM
We are consultants that can help make Microsoft Lists a reality! Visit our website to find out more, or call us now at 800.439.6456.


Article by: Dave Bollard - Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.

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