Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Category: QAD Financials
Using Journal Entry Templates at Month-End Closing
Posted on: February 13, 2025 | By: Alexa Leitner | QAD Financials, QAD Business Process
Month-end close is busy for accountants, so any reduction in time spent on repetitive tasks is appreciated. Using QAD’s import function with Excel-based journal entry templates can both streamline the process and improve accuracy. Increased Efficiency and Time Savings Excel templates can be designed so that they require minimal interaction before loading. A combination of formulas, lookups, and appropriate formatting can allow accountants to standardize every entry. The accountant then...
5 Ways QAD ERP Can Advance Your Startup Business
Posted on: January 16, 2024 | By: Meaghan Andrews | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing
Starting a business can be a daunting task, especially when you consider all the various components that go into it. From managing finances to keeping track of inventory and customer data, the amount of work can become very overwhelming. However, the right tools and technology can streamline and automate many of these processes, making it easier to focus on growing the business. One such tool is Enterprise Resource Planning (QAD...
Year-End Close Tips and Tricks
Posted on: September 4, 2024 | By: Guy Logan | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution
Performing a fiscal year end close can present its challenges. This includes facing time constraints, validating that all transactions are recorded properly, coordinating across departments to obtain all required information, preparing for audits, and complying with any regulatory or tax requirements. However, closing the fiscal year in your ERP system does not need to be complicated. QAD makes closing the year straightforward and provides the necessary tools and reports for...
10 Questions to Ask Your QAD Implementation Partner
Posted on: August 15, 2024 | By: Meaghan Andrews | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution
Logan Consulting has been a QAD alliances partner for over 30 years, but is not a reseller. A distinction must be made between the two when choosing a partner. A reseller in many instances is tied to the software publisher, not only in a partnership, but also in a quota driven model. An alliance partner has no such quota and it has allowed us to align more strategically with the...
Adjusting Views in AUX
Posted on: June 25, 2024 | By: Meaghan Andrews | QAD Manufacturing, QAD Business Process, QAD Distribution, QAD Financials
This is the first in a series of four blogs about customizing business objects in AUX. This first blog provides information about adjusting views in AUX. QAD’s Adaptive UX has many ways for companies and users to personalize their experience. AUX allows companies and users to create their own views of screens to prioritize information that they are often referencing. These views allow for rearranging column order, and filtering on...
Reality Check on the QAD Upgrade Journey
Posted on: June 27, 2024 | By: Guy Logan | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution
Upgrading to the latest QAD version is an exciting milestone for any company. The new QAD features promise to make everyday tasks easier and more efficient, with an intuitive interface and real-time analytics that provide valuable insights at a glance, allowing teams to focus on driving innovation and growth. This upgrade is more than just a software update; it's a step towards a more streamlined, dynamic, and competitive business landscape....
QAD’s SEUG Conference: Key Takeaways and Insights
Posted on: October 30, 2024 | By: Guy Logan | QAD Financials, QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution
The Southeastern User Group Conference(SEUG) wrapped up in this October, leaving attendees with valuable insights and fresh perspectives. In this blog, Logan Consulting highlights some key takeaways from the event. Let’s dive in together! Exploring Innovations and Networking at the QAD Southeast User Group Introduction In today’s dynamic business environment, staying updated on the latest ERP trends is essential for industry professionals. The recent QAD Southeast User Group Conference (“SEUG”)...
Top QAD Distribution Styles
Posted on: October 22, 2024 | By: Guy Logan | QAD Manufacturing, QAD Business Process, QAD Distribution, QAD Financials
QAD provides a comprehensive suite of tools to manage distribution processes within an organization, offering solutions for Sales Orders (SO) Shipping, Distribution Orders (DOs), Enterprise Material Transfers (EMTs), and Inter-site Inventory Transfers. In this blog, we discuss each distribution style and how they can help with logistics and operations. Sales Orders (SOs) Sales Orders facilitate the process of fulfilling customer requests by streamlining order creation, tracking, and shipment. One significant...
QAD Cash Application: Payment / Remittance Automation
Posted on: October 9, 2024 | By: Guy Logan | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution
More commonly than not, applying cash has been a manual and tedious process. It can be extremely taxing for the finance department to accomplish this each month and stay on top of it. It is often a process that is consistently behind in getting the data into the system. In this blog we will identify two options that are now available in the more recent versions of QAD EE /AUX....
5 Best Ways for Businesses to Avoid Costly Change Orders in ERP Projects
Posted on: September 5, 2024 | By: Guy Logan | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution
For any business, unexpected change orders during ERP implementations can lead to budget overruns, delayed timelines, and operational disruptions. Avoiding these surprises starts well before the project even begins. Here are five proven strategies to avoid costly change orders and ensure smoother ERP project execution: 1. Thorough Review of the Statement of Work (SOW) During Sales and Pre-Sales A well-structured ERP project begins with a comprehensive Statement of Work (SOW)....












