Pam Misialek is a Senior Microsoft Dynamics Product Manager that has been working with Dynamics GP for 20+ years. Pam is passionate about product functionality and loves to dive down deep into all things related to Dynamics GP.
Use the Document Attachment feature in PTE Employee Expenses and Employee Expense Entry, Header and line attachments such as receipts can now be added to an employee expense, Attachments will flow from PTE to Project Accounting to Payables
Project Number and Cost Category ID fields available in Purchase Requisition Entry window, Requisitions with project and cost category can still go through workflow process, Project and cost category will flow to Purchase Order
Have you ever been working with a SmartList and needed to add just one more piece of information to make it complete, but when you look for it in the column chooser it is not there?
View quantity in/out transactions for one item in one window, Accessible from Item Maintenance, item inquiry windows, navigation lists and the home page.
View all related sales documents for a single transaction in one window, Accessible - Customer Maintenance, sales inquiry, navigation lists, home page
Search window or report in GP web client, See a list of all open windows and reports or navigation based on search criteria, Close all open windows at once.
The HTML Web Client works in Any Browser, is Device Specific, and has an Enhanced UI.
Support for Multi-browser (IE, Chrome, Safari, Edge), Support for Multi-device (Windows, iPad, Android), UI changes, Window Search
Almost every company has some kind of automated accounting software today. But modern accounting is not about just getting the numbers to balance. It is about using the numbers to make better decisions and transform the organization. The right technology helps companies view, analyze and share information in ways they never thought possible. This can make a dramatic impact on the success of a business and you can be part of that success. It is a job with meaning.
If you want to create a new fiscal period in Dynamics GP there are a few easy steps.
The posting type determines how the account balance will be treated during the year-end closing process in General Ledger in Microsoft Dynamics GP. Balance sheet accounts will be rolled forward to the next year, and Profit and Loss accounts will be rolled into the Retained Earnings account.
eOne Solutions has created many templates that can be imported directly into SmartList Builder.
The first step in this tip is a quick refresher on updating your toolbar. For more information about customizing your homepage.
Some are old, some are new, but I bet every Dynamics GP user can find something useful. You can see all our tips sorted by category at www.calszone.com/tips. While you are there sign up to receive our e-newsletter, or automatic email alerts from our blog, so that you will never miss a new Dynamics GP tip.
The RM Transaction Unapply tool is in the Professional Services [...]
When your A/P, A/Record or cash sub ledgers don’t match your General Ledger, the GL reconcile can show you where you have missing or “unmatched” transactions.
Why do they have to change everything? That is always my first question when I do a software upgrade. I remember spending an hour looking for the Print button when Office 2010. And the frustration I felt after realizing that the “Advanced Find” button in Dynamics CRM was now that tiny wheel icon in the corner.
You can use this tip if you are running the [...]
Microsoft announced that they have ended the Convergence event and replaced it with “Envision”. Envision is promoted as the new flagship Microsoft event for business leaders.
Quick reports make my life so much easier. They're fun; they're easy to use; you can make them whatever you want them to be, however you want them to be, and not only that, you can change them. You can change them whenever you want to fit the needs of my boss, Annette, who needs something different every single day, and it just makes it timesaving for me just because when she calls, I have to give her what she needs right away, and those reports make it so that I'm able to do it so she can do her job better.
CAL Business Solutions is proud that our team member, Amber Bell, is one of the very first ever Dynamics Credentialed Professionals (DCP). This certification is offered by The Association of Dynamics Professionals (DynamicsPro). This is “an independent, not-for-profit membership organization which exists to serve the Microsoft Dynamics community by establishing competency standards and assessments.”
Are you using the new features in Microsoft Dynamics GP 2013? Do you use requisitions management in Dynamics GP? How about Copy & Paste to GL?
The software has certainly improved over the years, but the core features users loved about Great Plains software are still the same. Dynamics GP is still a stable, core financial system that just works.
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