Customization

We subscribe to the 80:20 Ratio of Functionality.

An off-the-shelf financial management software package should provide at least 80% of the required functionality. The remaining 20% should be fairly easy to reach; it can be as simple as some report writing or a slight change in the business processes.

And sometimes, additional development is needed.

To that end, we offer application customization services using the best industry standard development tools. Since our development code remains separate from financial management application code, our clients don’t have to worry about upgrades as new versions of the software release. Data integrity is not an issue either, as new tables and fields are also maintained outside the application’s data.

Where possible, we implement the software before developing custom add-ons. This policy results in a streamlined process, and translates into a cost-effective customization.

Since all development is done interactively, there are no surprises at the end. As we develop the specifications, prototype the work, and develop the customization, you work alongside us, providing critical feedback to ensure the success of your project.

 

Here are some examples of our work:

Automatic Vendor Holds (PDF) — Ensures 1099 compliance. All newly added vendors are automatically placed on hold until their status is verified, or their tax ID number is recorded.

Voucher Descriptions (PDF) — To improve their audit trail, a large organization required voucher descriptions on each accounts payable invoice. CriticalEdge Group made the field “Description” a required field, and populated that field with “Comment 2” from the vendor card when available. The data entry clerk must now enter a description when the vendor master record Comment 2 field is empty. Otherwise the record cannot be saved or posted.

 
Microsoft Dynamics
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