Penny V5.0 is coming soon….

Your friends at Joesoftware have done it again! Times are changing and so is your Penny self-service solution. After extensive input from our valued user base, Joesoftware has proven once more why we are a leader in innovative thinking. Penny is looking better than ever with new features from top to bottom, enhancing all the functionality you have come to know and love.

There will be more exciting news to come as we count down to our release in Spring 2016 so keep checking back for highlights of new features and enhancements including:

  • Improved workflow flexibility
  • Additional security levels
  • Redesigned leave requests

Penny extends your Microsoft Dynamics GP Canadian Payroll solution by providing employee self-service, allowing for ease of tacking, submitting and approving time. It reduces errors, improves efficiency, empowers your people and reinforces corporate policy.

Let Penny’s time saving capabilities benefit your organization in a way like no other! If you have any questions or want to inquire about the new features of Penny or any other product Joesoftware offers, feel free to reach out to the sales team at

To SharePoint or Not to SharePoint

One of the most common questions we hear from our clients is “what is the best way to handle documents within Microsoft Dynamics CRM?” Almost every one of our clients wants to attach documents into their CRM implementation. The simplest way to do that is to use the Notes feature in CRM, but is that the best way?

Notes is a feature that is available on multiple entities. The Notes feature in CRM allows you to enter text or attach a document which is stored against an entity. A time and date stamp is applied to Notes when they are saved. This means that over time you can see a chronology of Notes, when they were created and also who created them.  While Notes is simple and easy to use, it provides very limited document management functionality. You can’t even search for a document that is added in Notes.

Microsoft SharePoint supports the whole lifecycle of managing a document, including document creation, version control, review, publishing, and finally document disposal or retention. For more robust document management we often consider implementing Microsoft SharePoint alongside Microsoft Dynamics CRM, due to the ease of sharing and searching for documents between these two systems. Microsoft SharePoint allows users to store documents that are contextually related to records in CRM, and then to search for these.

There are a number of ways to integrate CRM and SharePoint together. The simplest way is to use the out-of-the-box integration provided by Microsoft. This causes a folder to be created in SharePoint to house documents that are associated to a record in CRM. Records can then be seen either in CRM or directly in SharePoint. Alternatively, IFRAMEs can be used to show SharePoint pages in CRM, or CRM pages in SharePoint. Another option is to utilise Business Connectivity Services in SharePoint to connect to CRM or to search entries in CRM. A final option which is used less often is to build custom code to integrate SharePoint and CRM.

While documents can easily be attached to CRM records using the Notes functionality, it is not always the best option. If your organization needs to be able to easily find and retrieve documents related to CRM entities, consider using SharePoint to meet your needs.

Automation is the key to simplifying safety certification

Safety. It makes sense to run your business following the best practices for safety for so many reasons, not least the financial benefits of reduced WCB premiums and reductions in lost work days. We have all heard of the standards like COR, ISO, Leeds, and PIX. So why aren’t companies jumping on the safety bandwagon and taking advantage of the benefits?

Joesoftware spoke to a senior safety consultant from a safety association, who personally performed over 100 audits last year, and his feedback was astonishing. He told us that less than 25% of companies who request either COR or Secor audits ever complete or obtain the certification. A little over 5% of companies with manual processes managed to complete the external audit required for COR or Secor certification.

Companies that are interested in safety certifications are finding it really tough to get certified and stay certified. So what makes it so difficult?

A key reason companies find it hard to obtain a safety certification is that they are paper-based on manual safety systems. That makes it more costly and complicated to impose best practices for safety, and makes it time consuming to ensure compliance. Safety compliance typically relies upon lots of forms, and the mountain of paper can become overwhelming. Sadly, the financial benefits of safety are lost in a sea of paperwork.

To become certified, a company has to embrace a comprehensive safety management process. Typically companies employ a software tool to manage that safety process, so that they can gain their safety certification quickly and retain that certification with the minimum of effort. If your company wants to be recognized for industry safety excellence, it needs to invest in tools to manage these certifications.

Safety software tools, like Joesoftware’s Marshal, make safety certification a quick process. Annual audits become simple to complete.  Marshal’s safety measurement tools make the ability to capture, track, and manage safety portfolio activities easy, and allow companies to manage down the number of lost work days due to safety incidents.  Automated processes can deliver remarkable financial rewards. As an example, companies with COR certification or those that follow Partners in Injury Reduction pay one third of the WCB premiums compared non-certified companies. Marshal can fast track safety certification, with customers receiving certification in days versus months or years.

The right tools allow you to deliver a safer work environment for your employees, suppliers and clients, while making your business more cost effective. Safety. Why wouldn’t you want to get certified?


We often hear clients say that they think that mobility is the key to improving user adoption of their systems. Putting CRM and XRM solutions in the hands of the users seems like the perfect way to make it easier for employees to use those systems.

With the recent launch of Microsoft Dynamics CRM for Phones, more and more companies will offer their employees Dynamics CRM on mobile devices. As well as offering Dynamics CRM applications for Windows Phone, iPhone and Android phones, Microsoft has also introduced a browser application for Dynamics CRM for users of Blackberry devices. [+]

The importance of experience in ERP implementation

ERP solutions are a huge commitment for any business. When you’re looking at integrating a major business solution it may be tempting to go with an out-of-the-box solution or to try to manage the ERP implementation yourself. The challenge with this is that without an experienced consultant at the helm of the project, important aspects are bound to be overlooked and you run the risk of ending up with a solution that doesn’t meet all of your business requirements.

An experienced ERP consultant will take the time to study your business and processes to make sure that the right solution is implemented. This means choosing an ERP that works with your budget to achieve corporate goals, while ensuring high user adoption. [+]