Author Archives: Greytrix

Streamlining Processes of Bank Transaction in Sage 500

The bank transaction process can be done through batch creation. In one batch we can do one transaction or multiple transactions at a time. We have an option in the maintenance screen that is the setup cm option, with the help of this we can determine how  information can be display on the batch entry… Read More »

Sage Intacct Integration: Automating Construction Timesheets & Project Management 

In the demanding industry of construction, tracking employee timesheets and project information is no easy task. Using manual methods tends to introduce errors, inefficiencies, and compliance issues. Imagine it were possible to automate these tasks, eliminate errors, and access real-time intelligence into your operations. Welcome to the revolutionary solution: combining timesheet and project management systems… Read More »

Streamlining Shipping Processes with Bill of Lading in Sage 500

A Bill of Lading is a legal document required for transporting goods, often used by shipping carriers and government agencies. It typically includes details like freight class, number of packages, weight, and other shipping and delivery information. In Sage 500 ERP, businesses can efficiently generate and manage Bills of Lading to streamline order fulfilment, track… Read More »

Streamlined Adjustments: Credit and Debit Note Syncing Between Sage 100 and Dynamics CRM

In our never-ending quest to improve the GUMU™ integration between Dynamics CRM and Sage 100 ERP, we have introduced a powerful new feature: credit and debit note synchronization. This is a major enhancement to the integration, which was previously limited to quotes/orders and invoice synchronization. Customers can ensure that now their CRM not only reflects… Read More »

Enhanced GUMU™ Workflow: Cash Receipts Syncing Between Dynamics CRM and Sage 100

In our previous post titled Understanding GUMU™ Workflow for Dynamics CRM and Sage 100 Integration, we discussed the salient features of GUMU™ integration and how it helps in the smooth flow of information between Dynamics CRM and Sage 100 ERP. We saw how customers, contacts, products, warehouses, sales quotes, sales orders, and invoices are integrated.… Read More »

Simplifying Data Sync with GUMU™: Only Sync Completed Orders in Sage Intacct

GUMU™ for Sage Intacct-Dynamic CRM Integration provides an out-of-box bi-directional link between Sage Intacct and Dynamics 365 CRM, enabling smooth operation of your business by keeping the data typical across the two platforms. In our last blog, we discussed the overall workflow of this integration along with its many benefits.Understanding GUMU™ Workflow for Dynamics CRM… Read More »

Understanding GUMU™ Workflow for Dynamics CRM and Sage Intacct Integration

The powerful Dynamics 365 CRM-Sage Intacct integration provides encrypted security that protects the information and transfers the data between both systems. In this blog, we’ll discuss the workings and the core features of GUMU’s integration and explore how data between these two applications is integrated. Integration Touch Points: Integrating Dynamics CRM and Sage Intacct –… Read More »

Enhancing GUMU™ Integration: Configuring Sync for Specific Account Types

GUMU™ for Sage 100-Dynamic CRM Integration provides an out-of-box bi-directional link between Sage 100 and Dynamics 365 CRM, enabling smooth operation of your business by keeping the data typical across the two platforms. In our last blog, we discussed the overall workflow of this integration along with its many benefits. Understanding GUMU™ Workflow for Dynamics… Read More »