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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!

 

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Consulting Services Blog

Learn the Benefits of TRAVERSE Global

Andrea White - Friday, December 28, 2018


What benefits are available to you when you upgrade to TRAVERSE Global?

  • • Robust multi-company, multi-lingual, and multi-currency options
  • • User-managed workflow provides ultimate personalization to each employee
  • • “My work” feature combines favorite applications into custom groups

Learn even more about TRAVERSE Global's benefits in the Moving to TRAVERSE Global brochure.

Paperless Filing Directly from Your Software

Andrea White - Thursday, December 20, 2018


Electronically File Form 1099: No paper forms to print & stuff into envelopes means more time for you to focus on other important tasks!

  • • Federal E-Filing: Your client’s data is sent from your software directly to the Federal Government.
  • • State E-Filing: Your data will be sent directly to any and every state that requires 1099 reporting in the format required by that state.
  • • Recipient Delivery: All completed filings will be automatically printed and mailed directly to recipients. As a unique added benefit, this service also allows for the recipient to instantly download their form from a secure online retrieval site.

TRAVERSE makes filing a snap! Simply select 1099-MISC XML from the ‘Output’ drop down menu.

Questions? Contact Porte Brown today!

TRAVERSE Year-End Compliance Update

Andrea White - Wednesday, December 19, 2018
The 2019 compliance update for TRAVERSE version 11 (Build 18341) is now available from Open Systems via the online update process.

This update includes changes to the Payroll and Accounts Payable forms and magnetic media for 2018 tax filing as well as all state and federal table and formula changes for 2019 known to Open Systems as of December 12, 2018.

Any additional state or federal table or formula changes, along with instructions for changing them in TRAVERSE, will be announced as they become available. Check the Client Portal of Open Systems website, www.osas.com, frequently for the latest information on state or federal table or formula changes.

The update includes a compliance advisory. Please read it carefully before you install the update. For more detailed installation instructions, you can also use TRAVERSE's year-end procedure document or video. TRAVERSE's year-end checklists can also help you close the books for the year.

OSAS Year-End Compliance Update

Andrea White - Wednesday, December 19, 2018
The 2019 compliance update for OSAS version 8.00 (Build 18351) is now available from Open Systems via the online update process.

This year’s compliance update includes changes to the Payroll and Accounts Payable forms and magnetic media for 2018 tax filing as well as all state and federal table and formula changes for 2019 known to Open Systems as of December 12, 2018.

Any additional state or federal table or formula changes, along with instructions for changing them in OSAS, will be announced as they become available. Check the Client Portal of the Open Systems website, www.osas.com, frequently for the latest information on state or federal table or formula changes.

The update includes a compliance advisory. Please read it carefully before you install the update. For more detailed OSAS 8 installation instructions, you can also use OSAS's year-end procedure document or video. OSAS's year-end checklists can also help you close the books for the year.

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