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Dynamics 365>Dynamics 365 for Finance and Operations

Revenue Recognition – An example of an automated approach i...

November 16, 2020

The previous blog defined the setup steps needed for an easy and automated revenue deferral and automated periodic recognition of...

Article

Switched Jobs or Retired? Options for Your 401(k)

November 13, 2020

Have you considered all your options for your 401(k)? When you leave a job, sometimes your 401(k) stays behind. Your options...

Article

The Long-awaited Implementation of State Authorization Requiremen...

November 13, 2020

This has certainly been an interesting year on many levels. The COVID-19 pandemic shook the landscape and ended up delaying...

Technology

Revenue Recognition – An automated approach in D365 for Finance...

November 13, 2020

The Revenue Recognition feature in Dynamics 365 for Finance and Operations (D365FO) is available for all sales orders, including T&M...

Uncategorized

Agriculture innovation: how technology is affecting the feed and ...

November 12, 2020

At Lewis & Clark AgriFood, headquartered in St. Louis, MO, our job is to invest at the intersection of agriculture,...

Technology

NetSuite Invoice Groups – Consolidated Invoicing

November 12, 2020

Each year, NetSuite launches two service upgrades that include new features and functionality updates for your current NetSuite Environment. One of...

Technology

Adding Credit Holds and Order Holds to Sales Orders – Increasin...

November 11, 2020

What happens to a customer when they create a Sales Order, but their credit limit is exceeded? Currently, functionality in...

Technology

D365FO Item Creation Workflow – Confirm the creation of new Ite...

November 10, 2020

In some situations, within Microsoft Dynamics 365 for Finance and Operations (D365FO), items are created and used for purchasing and...

Article

2020 Elections – Outcomes and Outlook on Taxes

November 9, 2020

One of the most contested elections in years was completed last week. While several races are still undecided and the...

Technology

Keystone Insurers Salesforce Case Study

November 6, 2020

An insurance company wanted to make enhancements to their Salesforce environment. They called on Sikich because of our expertise. Keystone Insurers...

Article

IRS Issues Final Regulations on Interest Expense Deduction

November 5, 2020

On July 28, 2020, the IRS issued final regulations for the interest expense deduction. These comprehensive regulations run over 600...

Tax

Jim Brandenburg Featured in Financial Advisor

November 5, 2020

Louis Sands and Jim Brandenburg were featured in a Financial Advisor article, "Tax Moves that Advisors should Consider before the...

Article

5 Key Performance Indicators to Measure Your Association’s Succ...

November 2, 2020

We rely heavily on data when making strategic decisions. This is especially true today with the process of information sharing, in which data is almost always readily available....

Article

Sustainability Through Hardship – Not-for-Profit Edition

October 30, 2020

Not-for-profit leaders have learned to quickly adapt this year, not by choice but out of necessity. Unlike many other industries,...

Article

2020 Year-End Hot Topics for Not-for-Profits Webinar Recording

October 30, 2020

https://youtu.be/IaDahQwWc1U

Article

The IRS Restores Form 1099-NEC for 2020 Year-end Reporting

October 30, 2020

New for 2020 year-end reporting is the return of the 1099-NEC form. This form was last used in the early...

Technology

Using Bundles to Implement Sales Order Kitting in Dynamics Financ...

October 29, 2020

Sales order kitting in Microsoft Dynamics 365 for Finance and Operations (D365FO) or “kitting on the fly” has required some...

Accounting

PPP Reporting Period Net Income Management & Tax Considerati...

October 29, 2020

Many borrowers of the Paycheck Protection Program (PPP) loan are now in the process of submitting loan forgiveness applications, with...

Article

Due Diligence the Right Way During COVID-Era Acquisitions: Part T...

October 28, 2020

Part Three: Reducing Your Risks And now, an important update from the world of M&A transactions: Buyers are still buying and...

Uncategorized

Compensation Definition In 401(K) Plans

October 27, 2020

When we hear the word “compensation,” many of us think about the dollars that are reported as gross pay on...

Technology

Supply Chain Resilience: Trends & Challenges

October 27, 2020

This blog's content was sourced from a webinar recorded on September 23, 2020 at 2PM ET/ 11AM PT with Presenters...

Technology

Salesforce Lightning Migration Q&A

October 27, 2020

Recently a Consultant from our Salesforce Practice sat down with Michael DeGeeter to discuss Salesforce Lightning Migrations. They took the...

Article

Ray Lampner Featured on OSCPA the State of Business

October 26, 2020

Ray Lampner was interviewed on the Ohio CPA Society Podcast, “The State of Business.” Ray discusses navigating the Paycheck Protection...

Article

The Latest Cyber Threats Facing M&D Companies: Webinar Recor...

October 26, 2020

Article

Affordable Care Act Reporting for 2020

October 26, 2020

The IRS recently issued final forms and instructions for Forms 1094-C and 1095-C with some changes that impact all filers...

Cloud

The Cloud Needs to Be on the Retail Business Radar

October 26, 2020

Today, retailers are experimenting with new products, services, and business models. But how much is your retailer business thinking about...

Article

Supply Chain Brain Features M&D Report Statistic

October 23, 2020

Supply Chain Brain featured a statistic on supply chain diversification from Sikich's 2020 Manufacturing and Distribution Report. This year’s report...

Article

Plan Adviser Features Joe Connell

October 23, 2020

Joe Connell was recently the feature of a Plan Adviser article, “15th Anniversary of RPAY: Joe Connell.” The article revisits...

Article

Neil Keller Featured in Bloomberg Tax

October 23, 2020

Neil Keller was featured in the Bloomberg Tax article, “Busy Tax Pros Buried in IRS Push to Finish Tax Overhaul...

Technology

Your First Time Hosting a Microsoft Teams Meeting

October 23, 2020

By now, you’ve likely had your fair share of joining online meetings for work. Even before the pandemic, you likely...