Excel Tip Tuesday: Subtotals (for those filtered columns from last week)

Posted by Lisa on August 14, 2018 at 9:30 AM

Remember last week when we learned how to use Auto Filters? Well, what if you need totals for those spiffy new filtered columns of yours? Use the SUBTOTAL function! And it’s seriously easy when you already have a filtered list. Go to the bottom of the column and click the AutoSum button on the Home Tab...

Read More

Topics: Excel

Manufacturers: Multistate Sales Taxes are Changing

Posted by James on August 9, 2018 at 8:30 AM

In late June, the Supreme Court of the United States - in a 5-4 decision - ruled in favor of South Dakota that states may charge tax on purchases made from out-of-state sellers, even if the seller does not have a physical presence in the taxing state. This decision is a drastic departure from the high court's previous interpretation of The U.S. Commerce Clause in this area and in fact overturns Quill Corp. v. North Dakota. Such a broad expansion of nexus has out-of-state retailers concerned about a new set of obligations with regard to sales tax collection and reporting. This ruling is just the latest chapter in the story of sales tax nexus, which has been heating up since states found themselves starved for revenue during the recession of 2008.

Read More

Topics: Taxes

Excel Tip Tuesday: Auto Filters

Posted by Lisa on August 7, 2018 at 9:30 AM

We took a few weeks off. Hey! It's summer! But we're back with more tips to improve your use of Excel. Let's begin with Auto Filters.

Using Auto Filters is my favorite ways to filter and sort data! Let's start with a worksheet that contains a data table I'd like to analyze. First, I have to turn on Auto Filters. To do that, I navigate to the Home tab and select Sort & Filter > Filter, like this:

Read More

Topics: Excel

The Role of Integration in Your eCommerce Strategy

Posted by James on August 2, 2018 at 8:40 AM

Gone are the days when eCommerce meant simply setting up a website as a virtual billboard; presenting static information about your business's brick-and-mortar existence. Today, an eCommerce-optimized presence on the Internet is a billboard and also a welcome mat, a catalog, a shopping cart, a payment processing system, a merchandise returns authorizer, and an assessor of customer satisfaction. Companies truly interested in succeeding on-line must merge all of these purposes into what feels like a robust but seamless experience for visitors to the 'storefront'. Behind the scenes, integration means that fulfillment of secured orders will be completed quickly and effectively, including allocation, picking, packing, shipping, billing, and collection.

Read More

Topics: ERP Selection, ERP, Acumatica ERP

What BizInsight 7 Can Do for Your Data

Posted by Donna on July 31, 2018 at 10:22 AM

While it may not be the most sustainable approach for expansion and growth, it's hardly surprising that companies often choose to maintain their critical business data in a cluster of Microsoft Excel files. After all, spreadsheets are powerful and versatile tools for both storing data and transforming it into information. Unfortunately, much the time saved by organizing data in a few compact places often seems to be unnecessarily wasted by constantly shuffling it around in cells, manually updating formulas, and trying to keep track of all those internal and external references ("#VALUE!", anyone?).

So if you're going to use Excel to track the most sensitive information in your organization, you may want to consider making your life easier - and your work more efficient and precise - with BizInsight 7 (formerly BizDesktop Edition). BizInsight works directly with Excel to supercharge your traditional reports, making them more dynamic and useful than they've ever been before. "How?" you ask.

Read More

Topics: BizInsight

"Why me?!" The Criteria behind Sales and Use Tax Audits

Posted by James on July 26, 2018 at 4:54 PM

Why do states select some companies for audit while leaving others in peace? There are several factors, few of which will come as a surprise:

  • Past audit history
  • Volume of sales a company reports to the state
  • Volume of exempt sales claimed
  • Ratio of exempt sales to total sales
  • Industry

While most of these elements seem obvious, that last criterion can be puzzling: Industry. Yet this factor has started accounting for more and more audit activity across the United States, and it doesn’t show any signs of slowing down. So what exactly does a company's industry affiliation have to do with the chances of an audit, and what else should businesses know? Download this free white paper, compliments of the tax experts at Avalara, and find out.

Read More

Topics: Taxes

Navigating the Changing Trends in Accounting

Posted by James on July 24, 2018 at 3:44 PM

Did you know that...

  • ...while 80% of CPAs think their role will change drastically by 2025, only 10% of them view themselves as innovative?
  • ...accounting firms with 100% of their clients using cloud computing witnessed a 15% increase in revenue year over year, compared to 4% growth at traditional firms?
  • ...over the next 20 years, there's a 97.6% chance of bookkeeping jobs becoming automated and a 93.5% chance of accounting and auditing jobs doing the same?
  • ...investments in artificial intelligence increased by 300% from 2013 to 2016, led by large accounting firms?
  • ...global spending on blockchain solutions - which will revolutionize how audits are conducted - is anticipated to reach $2.1 billion by the end of 2018?
Read More

Topics: Cloud Computing, Business Technology, Customer Success

What is your company's succession plan?

Posted by Christy Putnam on July 18, 2018 at 12:29 PM

Is your organization in a constant scramble when someone suddenly leaves the company?

Have you ever had a key employee leave that you thought would always be there to do the job?

Do you have a plan?

A succession plan, to be more specific.

“I know I have heard of that. But what is it, and why do I need one?” you may be asking. A succession plan is defined as “a process for identifying and developing new leaders who can replace old leaders when they leave, retire or die. Succession planning increases the availability of experienced and capable employees that are prepared to assume these roles as they become available.” Succession planning is not just for large employers. It's critical for small ones, too. They benefit employees as well as employers.

Read More

Topics: Human Capital Management, Human Resources

Cost Effective Healthcare Options Available to Small Employers

Posted by Christy Putnam on July 17, 2018 at 3:03 PM

The Department of Labor (DOL) has made it easier for small employers (i.e. generally 50 employees or less) to join together to buy health insurance coverage with big company benefits and potential large group savings. The DOL's recently released Association Health Plan (AHP) final rule expands access for these organizations. AHPs have been around for many years, but the rules on them have now been loosened a little with the newly adopted legislation. AHPs have a better negotiating position due to the health risks being spread over a larger pool than if the members participated individually. The final rule also bestows upon them the ability to self-insure without being required to meet all of the essential benefit mandates of a small employer.

Read More

Topics: Human Capital Management, Human Resources, Healthcare

Excel Tip Tuesday: Move or Copy Worksheets

Posted by Lisa on July 17, 2018 at 10:00 AM

Have you ever copied the data from a worksheet in your Excel workbook to another workbook - or even a worksheet - and then you spend time reformatting the data you copied because it didn’t copy everything? Let's look at how to make that not happen and shorten the time between original and copy.

Read More

Topics: Excel

Subscribe to B/P Impressions

Impressive Impressions

a blog that is also a resource for businesses

Bennett/Porter's Impressions blog provides sensible insight into the places where technology and business intersect. Yet beyond practical reflections, you'll find actual resources to help keep your business operations optimized. These resources include:

  • critical announcements about the ERP systems we support
  • efficient strategies for network management
  • tips and tricks on using business software
So read on, and get the inside track from the Pacific Northwest's premier experts in ERP software and Managed IT & Cloud Hosting services.

Recent Posts