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.

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Businesses must correctly deal with these sometimes exempt and sometimes subject to sales tax products and services or suffer the consequences. Knowing when tax applies to “sometimes taxable” goods and services is essential to successful tax compliance – but it’s not always so easy to discern.

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.

Use tax, the lesser known counterpart of sales tax, suffers from a basic lack of PR. Buyers and sellers alike pay it no mind. Despite 27 states having a dedicated line item in tax returns for reporting use tax owed, only 2% of taxpayers actually report it. This has left the states with a $23 billion deficit annually in uncollected use tax.

The RM Transaction Unapply tool is in the Professional Services Tools Library in Dynamics GP. This tool enables you to unapply documents [...]

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.

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