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How Wealth Management Firms Can Compete Against Robo-Advisers

Original writer, and full story: // How Wealth Management Firms Can Compete Against Robo-Advisers

Wealth management advisers have been competing against robo-advisers for years. Recently, however, Charles Schwab has announced it is offering a service that combines automated investment management with human advisers. In a recent story in Reuters, the Schwab Intelligent Advisory service will provide clients with a customized financial plan along with advice from live certified financial planners and an automated portfolio.

While this and other automated and hybrid investment advisory services do help the small investor, it can mean more competition for traditional financial services firms that provide human advisers dedicated to individual client investment goals.

Investment News reported on a survey by the Financial Planning Association and Investopedia that, even though investors using digital advisers were nearly as happy as those who used traditional investors, nearly 40% of the respondents said they would prefer investment planning services from both traditional and online advisers. It also found that most people still prefer the human touch for estate planning, elder-care planning, tax planning, and health-care planning services.

To be sure, the game is changing and has already changed.

So how does the traditional financial services company compete in this digital arena? The answer is providing value and an exceptional customer experience.

Use Microsoft Dynamics 365 to Your Competitive Advantage

For financial services firms, value and customer service come from having a real-time, 360-degree view of your organization. Dynamics 365 gives you comprehensive ERP functionality combined with world-class CRM capabilities. Streamline your operations, increase productivity, and give decision-makers access to real-time data on the health of the company with Dynamics 365 for Operations. Give your sales force the ability to spot client trends with Dynamics 365’s CRM and Business Intelligence features.

Dynamics 365 helps your company anticipate customer needs and proactively offer personalized service that customers notice.

AKA Enterprise Solutions has helped financial services firms like yours gain a competitive advantage through technology solutions like Dynamics 365. See how AKA helped CAPTRUST in this short video:

 

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Contact the experts at AKA to see if Dynamics 365 can help you compete in the age of digital wealth management and robo-advisers.

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Original writer, and full story: // How Wealth Management Firms Can Compete Against Robo-Advisers

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How Can Microsoft Dynamics SL Be the Smarter Choice?

Original writer, and full story: // How Can Microsoft Dynamics SL Be the Smarter Choice?

“Better enablement with visibility” is the number one need identified by businesspeople when it comes to how they get and use information. Visibility means getting the right information into the hands of the right people at the right time. The right information is relevant and accurate. The right people are those who know what to do next. The right time is whenever they need it. That’s the process of enablement.

Having better visibility gives you greater control into how your business is performing now, not just how it performed after the fact—it’s about knowing that your system will help drive decision-making processes and enable your people to be more proactive and productive. Microsoft Dynamics SL gives you confidence that the right people in your organization are making the right decisions at the right time. Increase financial transparency with integrated systems, shared data, and drill-down capabilities that give you audit trails and visibility into your transactions.

Microsoft Dynamics SL further extends existing IT investments by supporting integration with Microsoft Office, Microsoft SQL Server, and the cloud. Integration with familiar Microsoft software brings together management and accounting by adding functionality that reduces redundant data entry and provides synchronization of accounting information, as well as the creation and viewing of budgeting and net profit information. In addition, interoperability with the cloud offers people the versatility to access information from virtually anywhere, as well as adapt to specific project needs, helping to drive improved business insight and value across their organizations.

Microsoft Dynamics SL helps you gain deeper business and risk insight from internal and external data. A more comprehensive approach improves the accuracy and integrity of insight that you can gain with actuarial, financial, and operational risk. Microsoft Dynamics SL delivers breakthrough insight into business performance and profitability, improve combined and loss ratios, and provide an integrated view of enterprise-wide risk exposure.

As a Microsoft Gold Certified Partner, Accountnet helps companies get up and running with Microsoft Dynamics. We don’t just install and configure the software – we train your accounting staff to use it to create the reports they need, so they can analyze data as needed. Our solutions give both technical and non-technical employees the information they need to do their jobs well — wherever they are, in whatever application they choose to use. Take the next step towards growth with Microsoft Dynamics SL. Contact us at Accountnet to learn more.

 

Written by Accountnet, Inc.

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Six SEO Tactics to Make your Online Business Stand Out

Original writer, and full story: // Six SEO Tactics to Make your Online Business Stand Out

If you want your online business to show up ahead of the competition on Google, you’re going to need search engine optimization.

The good news?

SEO isn’t luck or guesswork. It begins with the way you build your site. And a modern eCommerce solution makes it even easier by taking coding out of the equation and letting you create search-engine optimized content directly through your content management system.

In other words, it’s not as complex as it seems… once you’ve got a handle on the basics.

So, to get you started, let’s take a look at some of the major SEO elements you need to consider when building your web store.

Page Title

The page title is just that: the title text that you see at the very top of your browser window.

It’s also the text you’ll see when the page appears in a search engine results page (SERP for short); which means it’s a critical component of your SEO.

Google displays the first 70 characters of a page title. So, when naming your page, give a thought to what you want your customers to see in search results. You should also take care not to duplicate page titles or incorporate irrelevant terms that could negatively affect your results.

Meta Keywords

In general, keywords are words your clients use during their online search. These words might be products (hiking boots), special offers (shoes for a dollar), or even a description of your site (online shoe store).

Meta keywords, then, are elements of a page that tell search engines about the content of the page. So you might use hiking boots on a product page, shoes for a dollar on a promotion page, and online shoe store for your home page.

These keywords are distinct from page content like product descriptions. While page content may also contain keywords, visitors to your site do not see the meta keywords.

Meta Description

Like meta keywords, the meta description tells web crawlers about the content of the page. As the name implies, it’s a concise description of the page’s contents.

The meta description is more important to advanced SEO than meta keywords. Google in particular no longer crawls meta keywords but does crawl the meta description.

Also, unlike meta keywords, visitors can see meta descriptions from the SERP. As such, meta descriptions should be given the same consideration as other visible content when writing them.

While there is no restriction as to the length, most search engines only look at the first 160 characters.

Breadcrumb

A breadcrumb is a navigation tool. You’ll usually see it at or near the top of the page, where visitors can click through to any of the preceding pages without having to hit the back button:

Home > Kitchen > Cutlery > Knives

Aside from being convenient for your clients, the breadcrumb plays an important role in providing information about the page to search engines. Breadcrumbs are usually generated from page titles, but some eCommerce solutions provide breadcrumb tools that let you customize and fine-tune the text even further.

Canonical Pages

Google hates duplicate content. Years ago, website owners could manipulate search engine results by heavily reproducing keyword-rich pages, so search engines began penalizing sites that did this.

But often there is a legitimate reason for having duplicate content. For instance, you might have a disclaimer that you want to appear on several of your site’s pages.

When you have similar content in more than one place, you can set one of the page URLs as canonical. Doing so tells the search engine that this page takes precedence over the others, letting you sidestep the problem of duplicate content.

Robots.txt

Sometimes you might not want certain pages getting picked up by search engines.

There’s a text file called robots.txt in the top-level directory of your web server. You can use this file to tell web crawlers to disregard specific pages when crawling your site. You can also restrict specific crawlers (for example, if you want a page indexed by Google but not Yahoo).

However, be aware that robots.txt is only protocol. It can’t actually force web crawlers to comply. While this is not typically an issue with search engines, it provides no protection against malicious bots.

Remember, most if not all of these components can be configured easily through the content management system of a good eCommerce solution. With just a little work, your web store’s Google ranking will be climbing in no time!

Ready to talk with an eCommerce specialist about implementing these strategies for your web store? Give us a call and let’s talk about your project.


k-eCommerce
 is an innovative B2B and B2C eCommerce platform that integrates to Microsoft Dynamics. It allows you simplify and accelerate your organization’s ability to sell online by pulling pricing, inventory, product information and more from Dynamics and displaying it on your online store. Contact us today and discover how our eCommerce solutions can help your business grow.

By k-eCommerce

 

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Original writer, and full story: // Six SEO Tactics to Make your Online Business Stand Out

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Still Using Dynamics GP? Why it Might be Hindering Your Manufacturing Business

Original writer, and full story: // Still Using Dynamics GP? Why it Might be Hindering Your Manufacturing Business

There is a universal truth in Enterprise Resource Planning – companies don’t want to switch (and won’t) unless they are forced to do so. Conversely, new business software solutions occasionally come out, offering up shiny new features you might be interested in. But ERP solutions are a long game, and you need the right ERP for your manufacturing or distribution business. The wrong solution will put you behind the revenue curve, not to mention the competition.

Dynamics GP is a great solution for single-site, quick-turn manufacturers, where tracking materials is more important than controlling the production process itself. But businesses with longer production cycles that need to track the execution of each operation in the production process will find that Microsoft Dynamics 365 for Operations provides a better solution. And, since Dynamics 365 is designed to support intercompany transactions and multi-site manufacturers, where there is a need for more complicated orders and materials may be shared across multiple facilities, it’s a no-brainer for expanding manufacturing operations.

Dynamics 365 for Operations for your manufacturing business:

  • Quality Control: Dynamics 365 offers the ability to manage quality testing as part of both the production and purchasing processes, preventing failed lots of inventory from moving forward in the process.
  • Quarantine Management: With Dynamics 365, items can automatically be quarantined upon receipt/production, and are ineligible for usage until released.
  • Manufacturing Execution / Shop Floor Control: Dynamics 365 allows for the detailed tracking of the progress of a production order through the various operations, controlling the quantities that move onto the next step in a sequence.
  • Process manufacturing: With batch production in Dynamics 365, a single production order may result in the production of a primary product and by-products, or the production of multiple co-products. Formulas may also be defined in lieu of Bills of Materials.
  • Inventory, financial dimensions, and attributes: Dynamics 365 allows inventory to be tracked by product configuration, size, and color. It also allows attributes to be assigned to lots based on test results.
  • Multi-Site MRP: Dynamics 365 can accommodate multi-site manufacturers that share materials across multiple warehouses, as opposed to planning replenishments for each warehouse in isolation.
  • Integration with MES systems: Dynamics 365 provides a more robust ability to interact with Manufacturing Execution Systems that capture inputs and outputs to the production process directly from equipment used in the production process.
  • Warehouse Management: Dynamics 365 offers multiple levels of inventory tracking (Site, Warehouse, Aisle, Location, and Pallet), as opposed to just Site and Bin, as is the case with Dynamics GP.
  • Task guides: Task guides are an extremely popular feature in Dynamics 365. The feature allows a user to record their motions or steps with the system so that future employees or users can easily be trained on the process. It increases efficiency and avoids newbie mistakes.

Software Assurance Transition Benefits for Microsoft Dynamics GP to Dynamics 365

We’ve often worked with clients currently using other Microsoft Dynamics solutions like Dynamics GP and Dynamics SL. If you’re looking at a switch, but are concerned about losing your current investment in Dynamics GP software licenses — don’t be. Microsoft offers Software Assurance Transition Benefits. By transitioning from your current Microsoft Dynamics product to another Microsoft Dynamics ERP solution, customers are able to “cash-in” their investment in Dynamics, and use that value towards Microsoft Dynamics 365 or Microsoft Dynamics NAV.

Stoneridge, or your implementing partner, will work with Microsoft to determine the value of current Dynamics license investment and apply that towards the license cost of your new Microsoft Dynamics ERP solution. Just as we do with clients that are new to Dynamics, we go through the same discovery and demonstration process to ensure that switching to a new Dynamics solution will meet your unique requirements.

Product comparison chart of Dynamics 365 and Dynamics GP:

Not ready for the cloud? No problem

The arrival of Dynamics 365 is great news for some. But for others, an on-premise platform is more appropriate. Dynamics 365 now has options for cloud, on-premise and hybrid models.

Implementations that succeed

We understand that implementing a new software solution is a transformational event in your company. You need everyone on board to reach the destination. It also requires experienced consultants who know what it takes to get you across the finish line. As veterans of Microsoft support, we have seen many projects struggle when the solutions would have succeeded with the right implementation approach. At Stoneridge Software, we’ve taken Microsoft’s Sure Step implementation framework and added our own best practices from years of support and project management experience. The expert team from Stoneridge Software has developed a Process Centric Methodology, delivering the right approach to assist with your Microsoft Dynamics implementation.

What’s next? Join our Dynamics GP to Dynamics 365 webinar!

Have you noticed signs that Dynamics GP is no longer the best fit for your manufacturing or distribution business? In this webinar, we’ll explore the indicators (and possibly validate your suspicions) that your ERP system is negatively impacting your operational efficiency and cutting into your profits.

Do any of these sound familiar?

  • You have a multitude of third party products to make your system function how you want?
  • You’re experiencing many manual processes that slow down productivity?
  • The business is expanding, but your ERP isn’t flexing with it?
  • You have trouble completing an order on time? Shipping delays? Inability to provide capable-to-promise estimates?
  • You need visibility for multiple locations or multiple companies?
  • You have complex multi-currency or multi-language functionality needs?

Find out how Dynamics 365 is built out of the box, with the functionality to address specific needs of the manufacturing and distributing industries.

Webcast topics will include:

  • Common Dynamics GP pain points for manufacturers & distributors
  • Dynamics 365 for Financials – overview
  • Dynamics 365 for Operations – overview
  • Not ready for the cloud? – options for cloud hosted, on-premise, and hybrid models

Register here.

About Stoneridge Software

Stoneridge Software is a leading Microsoft Dynamics Gold partner with offices in Minneapolis, MN and near Fargo, ND. With specialties in Microsoft Dynamics 365, Microsoft Dynamics CRM, Microsoft Dynamics AX, and Microsoft Dynamics NAV, Stoneridge delivers complete business software solutions. Many of our team members began at Great Plains software in Fargo and then transitioned to Microsoft. A wealth of experience in Dynamics GP, Dynamics 365 and beyond, 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. Learn more about our team here or contact us for help with your ERP or CRM project at 612-354-4966 or solutions@stoneridgesoftware.com.

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Original writer, and full story: // Still Using Dynamics GP? Why it Might be Hindering Your Manufacturing Business

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Are Check-Based Payments Punishing Your Business?

Original writer, and full story: // Are Check-Based Payments Punishing Your Business?

Writing paper checks isn’t the best way to pay invoices and complete your accounts payable process. Actually, paper checks may be hurting your business and bottom-line in ways you may not have considered.  From payment errors and security issues, to the unnecessary drain put on AP staff, read how to take advantage of ePayment technology, save plenty over paper check processing and redirect valuable resources to more important business tasks.

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Support for Dynamics GP 2013 Ending April 2018

Original writer, and full story: // Support for Dynamics GP 2013 Ending April 2018

If you’re still using Microsoft Dynamics GP 2013, you will lose mainstream support from the Microsoft team on April 10, 2018.

What does this mean? Your system will not be eligible for important tax and year end updates.

It’s important to upgrade and keep up to date on your software version not only to take advantage of new features, but also work on a more efficient version that has corrected any issues or bugs in older releases.

Once you pay your annual enhancement fee to Microsoft, you already own the next version of Dynamics GP. Why not take advantage of something you have already paid for?

  • increase user productivity thanks to the new streamlined features and capabilities
  • stay up to date with the latest technology
  • employee satisfaction levels are higher when they have up to date technology
  • tax and other updates that impact your business are built into your system

How much does an upgrade cost?

There are no additional software fees to upgrade Microsoft Dynamics GP or any of your add-on products. The only cost associated is the time it takes for your Microsoft partner to complete the upgrade. This can range depending on how many versions you are away from the most recent. It can also vary based on the number of add-on products that you utilize.

Upgrades can also be made by your internal IT team if they feel up for the task.

 

If you have questions about upgrades or need assistance, let us know. DFC Consultants is a Microsoft Gold Certified Partner and we’ve helped countless businesses with their software solutions and upgrades.

By Sabrina Zimara, DFC Consultants

 

 

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Original writer, and full story: // Support for Dynamics GP 2013 Ending April 2018

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What Type of Microsoft Dynamics GP Deployment is Best Suited to Your Business? – Evaluating a New ERP System Checklist Item #5

Original writer, and full story: // What Type of Microsoft Dynamics GP Deployment is Best Suited to Your Business? – Evaluating a New ERP System Checklist Item #5

When considering the implementation of a new integrated management system (ERP), an important element to consider is how it can be deployed within your organization. The two main types of deployment are on-premise and cloud-based, although a hybrid of both is also possible, depending on the needs and structure of your business.

What are the differences between the two main types of deployment?

An on-premise deployment means that your organization owns the hardware and manages the infrastructure and servers dedicated to your system, which are usually located on site. A cloud-based deployment, which is steadily increasing in demand, involves the solution being stored and hosted by a third-party provider. Different types of cloud-based hosting solutions are available, ensuring that you can find one that suits the needs, processes and long-term vision of your organization.

Depending on your company’s IT strategy, the best deployment method for your organization may be determined by some of the core principles such as pricing, security, access to data, infrastructure needs and maintenance requirements.

It’s important to understand these differences to make an informed decision as to which is best suited for your company’s IT strategy based on your current operations and budget, while also providing the flexibility that your organization requires in the long term. Here are some factors that should be considered:
 

On-premise Deployment Cloud-based Deployment
Pricing This usually incurs a one-time licensing charge, yearly maintenance fees, and costs associated with the infrastructure and hardware updates. As such, the initial setup requires an upfront investment. You are essentially “renting” your solution on a monthly basis. This monthly rate usually includes all potential fees, including hardware, maintenance and infrastructure costs.
Security Your organization will be directly in charge of data security, allowing for complete control over the access and storage of your data as well as  security levels. The provider is responsible for security and ensuring that data is stored securely. In recent years, providers have made great efforts to offer cloud platforms that are secure and reliable.
Access & Customization An on-premise deployment has the advantage of giving you full control over data access, customization and scaling, but access will most likely be restricted to the local network of your business. The cloud offers a lot of flexibility in terms of access and scaling, but unless you opt for private cloud hosting, you may be limited to your provider’s offerings. However, your data and applications will be available from anywhere via the cloud.
Maintenance The maintenance, support and upgrade of the system are under your responsibility. Upgrades have to be scheduled to keep your solution up to date. Typically, annual maintenance fees give you access to new versions, and there are professional service costs for the actual migration. Updates and hot fixes are scheduled automatically by the provider so that that your solution is always up to date. Maintenance costs are usually included in your base monthly fee.
Hardware Your organization is responsible for the hardware and infrastructure running your solution. Hardware updates will be necessary occasionally to keep up with new technology and to replace obsolete material. There are no direct hardware purchases required as the applications are accessed via the web. It is important, however, to have a strong Internet connection as this may affect the performance of your applications.

 

Considering the impact that the above elements can have on the way you conduct your business, the deployment of your solution is an important aspect to consider when moving forward with a new management system. Depending on your needs and values, one deployment method may be better suited to your organization over the other. A full-service provider such as JOVACO Solutions can guide you in your choice and provide your organization with either one. Also, you should ask potential providers whether it is possible to change deployment type without having to change your system. This will keep your options open for your long-term technology decisions and ensure that your system can support the growth of your organization.

To find out what other elements you should consider before taking the leap, download the eBook for the complete ERP software implementation checklist.

By JOVACO Solutions, Microsoft Dynamics GP integration specialist in Quebec

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Cash Flow Forecast in Microsoft Dynamics NAV 2017

Original writer, and full story: // Cash Flow Forecast in Microsoft Dynamics NAV 2017

In Microsoft Dynamics NAV 2017  you can understand your cash flow forecast and can look ahead to predict the highs and lows in your cash balance, helping to improve margins and ensure profitability.  Cash Flow Forecast in Microsoft Dynamics NAV 2017 provides a prediction of how a company’s liquidity—cash and other treasure positions—will evolve over time. It consists of two things:

  1. Cash Receipts —the money you expect to receive and the cash you expect to pay out
  2. Cash Disbursements—plus the liquid funds you have available.

These elements together show you a direct cash flow forecast. You can also create a basic cash flow forecasting set up, which can be extended as required, and is quick to adjust. The Cash Flow Forecast features is set for a particular time, that you can choose from, and draws data from your financial data sources such as The General Ledger, Purchasing, Sales, Service, and Fixed Assets.

With the help of a wizard in NAV you can complete most of your tasks, and take advantage of automatic daily or weekly data updates. In addition, more data sources are supported in NAV 2017, including jobs and tax data.

Advantages of NAV’s Cash Flow Forecast include:

  • Getting Started Easily : Use the new wizard to complete  the initial set up in just a few clicks, and extend your settings later, as required
  • Simply to Use and Understand: Register manual expenses and revenue easily
  • Having a Wide Overview of Finances: React proactively using a complete picture of your cash flow and of how liquidity is expected to evolve in the future
  • The Ability to Eliminate Manual Processes: Schedule the cash flow forecast to be calculated automatically

Learn more about Features in Microsoft Dynamics NAV 2017

Posted by iCepts Technology Group, Inc. A Pennsylvania Microsoft Dynamics NAV “Navision” Partner

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Dynamics 365 Enables 1:1 Communication for Manufacturers

Original writer, and full story: // Dynamics 365 Enables 1:1 Communication for Manufacturers

– Microsoft Dynamics 365 Enables 1 to 1 Customer to Manufacturer Communication with Azure IoT Suite-

Remember in your youth (or even seemingly in your office) playing the telephone game, where one person leans in and tells the individual next to them a message and by the time the phrase is repeated down the line to the end person, the message is almost never what the initial communication started out as?  Dynamics 365 can eliminate miscommunication within the manufacturing process by employing Dynamics 365 Azure IoT suite.  The IoT suite gives manufacturers the opportunity to connect directly with customers and break down communication barriers between salespeople and service representatives, engineers, production/warehouse workers, and delivery drivers. By collaborating across organizational boundaries, manufacturers can engage with customers in a 1:1 relationship.

IoT is made easier for manufacturer’s with Dynamics 365. IoT enables manufacturers to go beyond simply improving existing products, and adds predictive maintenance to their product portfolios. By using Dynamics 365 Azure IoT Suite, manufacturers can expand their business models to deliver service-based products: solutions that encompass both the product and related complementary services instead of offering products only. This added benefit of Dynamics 365 with Azure IoT suite can help manufacturers take full advantage of opportunities available in the market today.

Quick Facts on Dynamics 365 and IoT

While Iot and IIot are still in their outset, please read over statistics that are already impacting manufacturing.

  • 82% of manufacturers using IoT increased operational efficiency and improved product quality with 49 percent fewer product defects.
  • 79% of manufacturing leaders already use IoT technologies to track customers, products with RFID, business premises, or supply chains.
  • Without access to IoT data, nearly 75% of service calls, technicians need a return visit either some or all of the time.
  •  $10.6 Trillion is the estimated cumulative GDP impact of IoT by 2030
  • For manufacturers, digitizing manufacturing and business processes has resulted in a 45% increase in customer satisfaction.
  • 89% of manufacturing leaders recognize that customer care and quality of service are driving competitive advantage today and for the foreseeable future.⁵
  • Research firm IDC estimates that by 2020, 40% of all data will be machine-generated, with 20 to 50 billion devices fueling that growth.

To read more about how IoT is made easier for manufacturers with Dynamics 365 and case studies, read our blog: “IoT Easier for Manufacturers with Dynamics 365

 


Azure IoT suite is available as a stand-alone app, or can be purchased in Plan 1 or Plan 2 of Dynamics 365. Clients First Texas and Minnesota, implement Dynamics 365 for Operations (Both a stand alone app and as a part of Dynamics 365 Plan 2). Dynamics 365 for Operations is essential for analyzing unstructured data from devices with structured data involved in the daily business processes. IoT enables your ERP system to connect people, processes, data and connected devices in an intelligent way. This connectivity enables new business models and helps manufacturers make better decision as alerts will be more event-driven and intelligent. Another benefit to Microsoft is that their systems are scalable and they can process any volume of big data.

Clients First has been leveraging the power of technology since the pre-cloud days when Dynamics 365 was called Axapta in 1999. Clients First and Dynamics 365 can give your business more insight into the costs of production through the use of ERP either in the cloud or on-premise. Reach out to us at Clients First to get a demonstration of the software.

Email: Minneapolis/St. Paul, Minnesota, or call at 877.428.7205.

Email: Dallas/Fort Worth, Texas , or call at 800.331.8382.

 

 

 

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Payment Execution Best Practices for Microsoft Dynamics GP

Original writer, and full story: // Payment Execution Best Practices for Microsoft Dynamics GP

Nearly 60% of businesses today are still using checks to make vendor payments. Why are so many not taking advantage of alternative forms of payments when there are clear strategic benefits from each? When do you use one payment type over another and what is the impact on your vendor relationships?

Let’s dive in to payment execution best practices for Microsoft Dynamics GP.

An overview of your payment options

There are numerous ways you can pay your vendors including check, ACH, wire, credit card, debit card and one-time use virtual card. There are advantages and downfalls to each that you need to understand in order to make the best choice for your company.

  1. Check – everyone accepts this form of payment but it requires a ton of manual work from you.
  2. ACH – instant transmission of funds to your vendor but you need to provide your vendor with account and routing information.
  3. Wire – fastest way to send a payment but is expensive.
  4. Credit card – easy for tracking expenses but vendors accept some cards and not others.
  5. Debit card – direct withdrawal from your bank account but often difficult to use due to PIN entry.
  6. One-time use virtual card – you earn cash rebates but not everyone will accept this form of payment.

What payment type is right for you

Deciding on a payment type is truly a joint decision by you and the vendors you make payments to. When it comes to deciding, here are some considerations.

  1. Speed of payment – depending on the urgency and risk for late payment fees, you may want to consider payment types that are instant such as ACH or credit card.
  2. Security of the payment – some payment types are simply more secure than others. One-time use virtual cards ensure you control the exact charge on the card and the card is not usable afterwards.
  3. Kickbacks to your company – one-time use virtual cards and credit cards will often provide cash rebates to your companies for every vendor payment you make.
  4. Vendor preference – working with vendors, I know that some prefer one payment type over another and this should factor into your decision for ho you pay.

We recently hosted a webinar with MSDynamicsWorld on this topic. You can check out the on-demand recording here.


ABOUT THE AUTHOR

Christina Pappas is the Director of Marketing at MineralTree.

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Original writer, and full story: // Payment Execution Best Practices for Microsoft Dynamics GP

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