it training Tag

Integration Manager

Register here Integration Manager for GP will walk you through how to upload data from an outside source into Dynamics GP through Integration Manager, for a basic journal entry. This is...

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Bank Reconciliation

Register here Dynamics GP Bank Reconciliation training will walk you through which transactions are associated with bank recon, how to void receipts and enter transfers. Training will also review entering miscellaneous...

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Printing a Check Run in GP

Register here Printing a Check Run in GP will walk you through the entire process of printing a check run in GP from creating your batch, selecting your checks, editing the...

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General Ledger

Register here Dynamics GP General Ledger training is a high level walkthrough of maintaining the chart of accounts, Posting to GL accounts and modifying as well as entering transactions....

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Troubleshooting Payables Batches

Register here Troubleshooting Payables Batches in GP will walk you through how to handle issues that can come up with batches in your payables, review edit reports and determine problems that...

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Inventory

Register here Dynamics GP Inventory Management is a high level overview of inventory, entering items and maintaining them. Training also will touch on reports that are available within GP....

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POP – Purchase Order Processing

Register here Purchase Order Processing with walk through from beginning to end the process of entering purchase orders, and how they flow through Dynamics GP. This will include setting up and...

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Fixed Assets

Register here Dynamics GP Fixed Assets training will walk through how to setup your asset, maintain them and run depreciation....

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Using the Reconcile to GL Tool

Register here Using the reconciliation to GL tool is a walk through of using the tool to assist with helping find recon issues and out of balance problems in GP.  ...

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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.