Version 7 of Dynamics SL (formerly Solomon) has been out for nearly a year now. It is solid and has some significant improvements that may benefit your company. Todd Kuhns, head of consulting will present a 40 minute feature packed overview of what is new in Version 7.

Most Exciting Features Include:

• Hard Close
• Quick Send: email invoices and purchase orders
• Customized Menus
• Inquiry screen sorting
• DocShare - publish to Sharepoint
• Pay When Paid
• SQL Server Reporting Services (SSRS)
• Project Multi-Currency Support
• Project Flexible Time Entry for BP
• Extended Access to information in Business Portal for Project data
• Dynamics SL 7.0 FP1/SP3 - work on 64 bit workstation and server ** exception Business Portal not support yet

Todd has implemented dozens of new SL implementations and upgrades so he can give you the real life experience of what you can expect from an upgrade.

We are encouraging all our customers to attend this free overview so you can evaluate the enhancements and decide for yourself if you should plan on an upgrade in the next year. Thanks for your continued business and trust!

What’s New in SL 7? Register Here

Clinical Accounting: Workflow Automation & Alerts

Join us to discuss best practices within the Clinical Industry to
lower your operating costs.

See how “Event Triggers” can automate things like:

• Reconciliation of Percent Complete
• Milestone Billing
• Pass-through expenses
• Investigator Billing
• Document Management

Aberdeen Group (2010) reported that it costs the average business $18.27 to process a single invoice. With automation, this cost can be reduced to $4.84. Imagine the savings not to mention the number of days it takes to process the invoice 14.2 days on average - well cut that down to 3.7 days to process an invoice.

Attend this FREE one hour webinar and learn how to improve your business processes while providing better visibility into each study. We will show how to automate every day operational tasks such as time reporting or patient visits to trigger events like billing and study updates.

In this webinar you will learn how to:

• Eliminate manual bill/re-bill match-up - in an Intuitive work environment Increase capital by billing more quickly and reducing the amount of unbilled revenue waiting to be invoiced.
• Eliminate errors - keep reconciliations current and within the correct period
• Reduce billing time - visibility of open, released and pending invoices
• Use role based dashboards to give your people the information they need

Register Here

The AccuNet Investigator Billing module automates and streamlines the billing process of patient visits, site protocols, and sponsor re-bills. AccuNet has designed and built this solution to fully integrate with Microsoft Dynamics SL Project Accounting system as well as with various CTMS systems. Investigator Billing bridges the disconnect between CTMS systems and a CRO’s accounting department by providing the following functions:

• Track high level study financial information, including grant deposit balances, aging AR, unbilled summary, and sites stages.
• Quickly drill down into studies by site and subject to view stages, visits earned, and fees paid/unpaid.
• Forecast and manage grant money expenditure and request.
• Spend more time managing the study rather than looking up study protocol, tracking down unapproved vouchers, and searching for sponsor requested financial data.
• Automate and integrate billing and workflows with Dynamics SL.
• Integrates with CTMS.
• View role based dashboards for the study manager, CEO, and CFO.

Attend this webinar to learn about this CRO specific solution to help automate and streamline your investigator billings.

Investigator Billing for Study Financials. Register Here

It seems I have been looking for a simple document management system for years that would allow our customers to scan in an invoice, apply an approval workflow and then attach it to a voucher and project in SL. It is finally here! It is called PapersavePro, and our webinar will cover these key benefits of this system:

• Single click access to add and retrieve documents
• Seamlessly capture and associate AP checks
• Automatically match Purchase Order and Sale Order documents
• Route documents for approvals
• Manage your full document lifecycle
• Comprehensive capture solution for all your source documents
• Harness the power with our Search Features
• Seamless SharePoint Integration

Integrated Document Management with Dynamics SL Webinar-
Contact for Details

The Cost of Paper!

Document management is a hidden cost that many businesses do not know they are incurring. Here are some sample costs for your consideration.

• It costs companies $20 in labor to file a document, $120 to find a misfiled document and $220 to reproduce a lost document
• It costs $25,000 to fill a 4 drawer lateral filing cabinet
• It costs over $2,300 a year to maintain that same cabinet
• Professionals spend 20-30% of their day filing, searching and retrieving information but only 5-15% of that time reading the document
• The average document is copied 19 times in its life
• The costs of office space has increased by 19%
• The average time it takes to fax a document is 8 minutes
• A single fax machine costs $6,200 per year to operate
• The average costs to send a package between locations is $8 to $15
• Documents are growing at a rate of 22% per year!

Integrated Document Management with Dynamics SL Webinar-
Contact for Details

5 Ways CROs Can Improve Financial Efficiency.

Attend a free webinar entitled: 5 Ways CROs Can Improve Financial Efficiency. We’ve compiled this webinar based on our experience as accounting and study management software auditors and our inside knowledge of the CRO industry.

• How long does it take you to track sponsor questions on billing, expenses and grant status?
• Learn how to have instant and up to date financial information for your sponsor. See how sponsor reporting can be made simple and how grant money requests can be managed to ensure better client relationships. See how the budget is trending and if you will need additional funds before it is too late.
• How long does it take for an Investigator Payment to route through the approval levels?
• How much time are you spending tracking investigator payments and reconciling billings to sponsors?
• Learn how to shorten the timeline for processing and collecting pass-through expenses and Investigator Fees. See immediate results on improved customer service and happier project team members.
• Do you use multiple spread sheets to track study financials and manually enter the information into an accounting system?
• Learn how to free up your Study Manager’s (and other high-cost people’s) time that is spent collecting and tracking information.
• Do you have an up-to-the-minute status on profitability of each study?
• Learn how to manage current unbilled expenses and manage budgets vs. actual.
• How difficult is it to manage and monitor multiple contract billing rules, like milestone, percent complete, percent hold back, and unit billing?
• Learn how to better manage multiple billing rules but see how you can use invoice templates to accommodate the most demanding sponsors.
• Do you have stacks and stacks of papers and contracts floating through your business for each study?
• Learn how to “Go Green” eliminate the paper and filing of contracts while lowering your costs of print, paper and postage.

5 Ways CROs Can Improve Financial Efficiency. Contact for Details