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Hello everyone, thank you for taking the time to visit to our new Consulting Services Blog. I am Andrea White, the Manager on Porte Brown's consulting services team.

 

The team and I would like to welcome you and look forward to sharing helpful information on the topics of managerial consulting, strategic consulting, and technology solutions, such as ERP Solutions, CRM, and custom software solutions.

 

Welcome to Our Consulting Services Blog!

 

Coffee and newspaper

Consulting Services Blog

OSAS Tip: Age It Your Way

Andrea White - Wednesday, March 29, 2017
You've spent time diligently creating distribution codes in your accounts... why not use them to track down overdue cash? You can now select a distribution code to determine the customers you want to view in the Customer Aging Inquiry of Accounts Receivable.

To read about more recent additions to OSAS, check out the OSAS Build History page.

TRAVERSE Tip: Give Your File Cabinets a Break

Andrea White - Wednesday, March 22, 2017
You now have the ability to manage archived documents, such as invoices, with a new Manage Documents function in the System Manager menu. This function allows you to reprint, purge, and export documents if you are using the Archive feature.

To read about more recent additions to TRAVERSE, check out the TRAVERSE Build History page.

OSAS Tip: Narrow Down the Date

Andrea White - Thursday, March 02, 2017
Do you need to track down transactions for a specific time period? You are now able to select a date range for the Transaction History Report in Inventory.

To read about more recent additions to OSAS, check out the OSAS Build History page.

TRAVERSE Tip: Hold that Sale!

Andrea White - Monday, February 27, 2017
Do you have customers on credit hold, and need to give your sales staff a heads-up? The Orders screen in Sales Order displays a credit hold indicator if an order is attempted for customers with a credit hold status.

To read about more recent additions to TRAVERSE, check out the TRAVERSE Build History page.

OSAS Tip: Payroll Print Preview Power

Andrea White - Tuesday, February 21, 2017
The Print Preview of the summary version of the Formulas List now includes links that produce the detailed Formulas List for the selected Formula ID. This allows you to print the summary report with the ability to drill down to the details behind the values.

To read about more recent additions to OSAS, check out the OSAS Build History page.

TRAVERSE Tip: What's on Hand Now? How About Yesterday?

Andrea White - Thursday, February 16, 2017
A recent TRAVERSE update provides extra flexibility in tracking your inventory. You can now use an interactive view to more easily check the on-hand quantity and valuation of an item as of now, or as of a point in time.

To read about more recent additions to TRAVERSE, check out the TRAVERSE Build History page.

Upgrading from QuickBooks? Give TRAVERSE a Look

Louis Stratton - Wednesday, January 11, 2017
By Scott Martin, Marketing & Communications Specialist with Open Systems. *Note this was a republished article from OSAS.com.

According to a recent report by Software Advice, an accounting software research and matching company, a quarter of accounting software users who are seeking new software currently use QuickBooks.

“Out of those who were currently using software for their accounting needs, many were clients of QuickBooks who were looking to upgrade to a more robust accounting solution,” said project management researcher Noel Radley. “Accounting software buyers want to see the alternatives, and whether there’s a better option than what they are currently using.”

Searching for a QuickBooks alternative is a common challenge for companies who have outgrown the entry-level functionality. But where to turn?

In a crowded field of competitors, Open Systems’ TRAVERSE software recently won the “Best Entry Level Upgrade Solution” award from K2 Enterprises for the third year in a row. This is due to TRAVERSE’s robust, yet simple to use, set of features.

With more than thirty integrated applications available for common business operations (such as Accounts Payable, Payroll, and General Ledger) to specialized vertical market needs (Inventory, Warehouse Management, Not-For-Profit, Routing and Resources, and more), TRAVERSE provides necessary functionality without sacrificing ease-of-use.

If your company is using QuickBooks today and you’re ready for an upgrade, talk to Porte Brown for more information about TRAVERSE business and accounting software.

Automatic ERP Monitoring: Who Is Minding the Store?

Louis Stratton - Friday, January 06, 2017
By Scott Martin, Marketing & Communications Specialist with Open Systems. *Note this was a republished article from OSAS.com.

How do you protect yourself or your family from fires? Do you poke your head in your house every so often, sniff, and determine whether or not there's smoke? Do you appoint someone to sit in a chair 24/7, trading watch shifts on fire patrol?

Of course not. You have a smoke alarm, which is always working and doesn't need to be relieved.

So how do you detect metaphorical fires at work in your ERP system? Usually someone is panicking, or you've discovered a problem when reviewing data, or you need to set aside specific times to check the works and make sure everything is ship-shape.

This makes about as much sense as watching your house for fires. Your ERP solution can offer you a better way through automated monitoring.

Automatic monitoring to the rescue
With automated monitoring, your system not only tells you when a fire needs attention, it can tell you before a fire even starts. Let's say that you need to manage inventory of a particular part. If your automated ERP system detects a shortage in that part, you can be alerted through an email or a pop-up alert. You can set the shortage parameters ahead of time so you leave plenty of time to investigate before it even becomes a problem.

Or, you've got a client who hasn't paid their invoices for an extended period of time. Rather than wringing your hands and constantly checking on their balance, you can set up your system to place the customer on credit hold at a certain length of delinquency or at a particular balance. All this comes with a notification, of course, so you can contact the customer if necessary.

Not just for fires anymore
Automated monitoring of data isn't just good for preventing emergencies. If your customer places an order through an automated system, your system can alert you or--better yet--send an automatic thank you note on your behalf.

There are all kinds of benefits to be had from an automatic data monitoring system.

TRAVERSE Tip: Watch the Books and the Bank Accounts

Louis Stratton - Tuesday, December 20, 2016
The Subsidiary Ledger Audit View now allows you to compare bank reconciliation account activity to the general ledger account activity.

For additional recent enhancements to TRAVERSE, check out the TRAVERSE Build History page.




OSAS Tip: CJC Payroll Users Enjoy New Functionality

Andrea White - Tuesday, December 13, 2016
Hey, Contractors' Job Cost users with Payroll! Have you checked out the OSAS Build History page lately? Inside you'll find we introduced many enhancements in 2016 for CJC users, inluding improvements to File Maintenance, File Lists, and more.

To read about more recent additions to OSAS, check out the OSAS Build History page.

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