Search Results: compliance (660)

Companies are continually required to provide higher-quality information faster and more efficiently. Reporting allows companies to meet compliance, gain insight into projects, and get a snapshot into the company as a whole. KTL Solutions has the knowledge and creativity to put together the right solution to meet your reporting needs.

The majority of CRM systems have duplicate data to some degree, that is no mystery! We cover the cause and effect of this data- including GDPR compliance issues. We cover how to design out duplicate data and reduce the risks of adding duplicate data! Learn processes you can put in place to reduce it and how to address it if you have it. Duplicate data management starts with policies and processes, with a little help from technology you can deal with it & improve user adoption and customer satisfaction.

Are you looking to eliminate silos of business data? Increase workflow efficiency? Improve visibility, security, and compliance? Maximize profits? Manage your document lifecycle from start to finish with DocLink. Learn about DocLink for Accounts Payable, Sales Order Process, mobile access, and more.

Supports real-time analysis, planning, allocation, and ratios, all in compliance with GAAP and Statutory accounting principles, seamlessly integrated with comprehensive corporate planning capabilities.

The migration to the cloud is happening at a tremendous pace. Putting an adoption framework in place becomes a critical need for business in order to be successful. However, this is not a simple task and requires a team effort, risk mitigation, and governance policies.

RadiusOne A/R Credit Risk Management App enables automated credit risk evaluation and credit scoring to standardize credit approval process and enable credit teams to make faster and more accurate credit decisions.
With ready-to-use credit application templates, integration with credit agencies and automated credit scoring models – configured based on the industry-specific best practices, fastrack your credit management process for new businesses and streamline periodic reviews. Free up your analysts’ time with workflows and automated correspondence for internal and external collaboration. Enable centralized access to all credit information for high-yield decision making, compliance and eliminate paper-costs with electronic storage.

When sales tax isn’t applied to a purchase, you could still be on the hook for use tax.

Your business makes a purchase and you notice the seller doesn’t collect sales tax. So, it must be tax free, right? Wrong. Consumer use tax may still apply, and if you’re not actively tracking use tax obligations, you could be making a costly mistake.  

Put simply, use tax is owed on a purchase when the seller does not collect sales tax, or when the use of the product/service (or the location of consumption) results in more tax being owed. Sound complicated? It is, and that’s what makes use tax one of the most mismanaged compliance issues for businesses.

In this session, learn more about consumer use tax, what it is, and when your business may be on the hook to pay it.

•    The events that can trigger consumer use tax requirements

•    The most common consumer use tax management challenges

•    The impact of economic nexus laws on consumer use tax

•    How your business can step up compliance to avoid being audited

This will be one ‘use-ful’ session that you won’t want to miss.

Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.

Dynamics products Avalara works with:

•    Microsoft Dynamics 365 Business Central

•    Microsoft Dynamics 365 Finance & Operations

•    Microsoft Dynamics GP

•    Dynamics NAV

•    Microsoft Dynamics SL

•    Microsoft Dynamics AX

Recent events have highlighted some of the challenges of staying compliant and efficient when working with a remote workforce.  Whether you have one or many remote workers, the unique working situation can cause some unique challenges for the Payroll and HR departments. Participants will be able to learn how to manage compliance requirements throughout the employee life cycle when employees work remotely.

This session is geared for an audience with an intermediate skill set.

This session will be available for CPE credits pending completion of session survey post event.

When it comes to monitoring Power BI there are compliance, governance, performance, and implementation questions to consider. 

In this session, we will look at how you can find the right answers by monitoring Power BI. We will look at the Power BI Audit log for usage, license, and other audit information. We will look at what the Power BI API can show us about data sets, refresh history, Enterprise Gateway information, premium capacity, and artifact inventory. Lastly we will show how you can automate the data collection via Azure and PowerShell and report on the results.

Session Level: Intermediate

Lot/Batch Management is critical to any process-related industry.  This session will provide you with tips and tricks that you  need to track your batches in D365 using Batch Attributes (Both Product and Customer-specific), Batch Inheritance, Batch Merge and Item Tracing.  Using this powerful tool in D365 can help you prepare for product recalls and compliance audits.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

When everyone works from home, how do you maintain vital controls to prevent fraud?   Listen to real world examples of how frauds can happen, who perpetrates them, and methods to prevent losses.   Learn about how you can configure SL to enforce segregation of duties, audit access to key screens, and provide traceability for DCAA compliance

This session will be available for CPE credits pending completion of session survey post event.

If you’re a Microsoft Dynamics user, a whole new world of cost savings and customer satisfaction has just opened up to you. Available through Microsoft AppSource, BluJay Gateway for D365 is a Microsoft Certified Dynamics 365 Finance and Operations Module that provides secure, real time and easy to manage integrations between BluJay’s transportation and global trade solutions and Microsoft Dynamics.

Learning Objectives: 

•Designed for D365FO users 
•Fully integrated with Microsoft Dynamics 365 Finance and Operations
•Superior cost management & automated workflows
•Frictionless Trade Compliance and enhanced customer service
•Enhanced Parcel and TMS Solutions

Come find out how to process your Revenue and Expense Deferrals in GP.  

Do you have Prepaid expenses? Let GP defer that expense.

Do you have Revenue Recognition requirements?  Let GP process your revenue recognition schedules.

We’ll talk about ASC606 compliance.

We’ll discuss the pros and cons of GP’s Deferral module.

This session is geared for an audience with an intermediate skill set.

This session will be available for CPE credits pending completion of session survey post event.