Dynamics GP Tip: Find Unmatched Transactions in GP Using Reconcile to GL
Take the mystery out of finding unmatched transactions in Microsoft [...]
Who Posted That? Tracking Journal Entries in Dynamics GP
Journal entries in Dynamics GP are the foundation of proper [...]
Conquering the Chaos of Batch Posting in Dynamics GP
Welcome to the tangled web of batch posting within Dynamics [...]
Microsoft Dynamics GP Tip: Using the Excel Budget Wizard for GP Templates (Exporting & Importing)
There is a better way to do budgets in Microsoft [...]
Microsoft Dynamics GP 2023 Year-End Update : General Ledger
As 2023 comes to a close, please review the information [...]
Microsoft Dynamics GP Year-End Update 2022: General Ledger
As 2022 comes to a close, please review the information below [...]
Microsoft Dynamics GP October 2022 Release New Feature – Auto Posting to General Ledger from Payables when you use Transaction Level Posting
In previous versions of Microsoft Dynamics GP, when you set [...]
Dynamics GP Tip: Posting Through the General Ledger at the Transaction Level
In past versions of Microsoft Dynamics GP, if you entered [...]
Dynamics GP Tip: See Which User Posted The Journal Entry
In the latest version of Microsoft Dynamics GP, you can [...]
Dynamics GP Tip: Posting Controls Provide Better Audit Trails Than QuickBooks
One issue that causes companies to move away from QuickBooks [...]
Eliminate Manual Entry in Dynamics GP Tip #7 – Stop Rekeying Data
As a Dynamics GP consultant, when I see Dynamics users [...]
Eliminate Manual Entry in Dynamics GP Tip #6 – Automatically Create and Email PDF Documents
One of our Dynamics GP users said, “For years I [...]
Eliminate Manual Entry in Dynamics GP Tip #5 – Use Scan and Save to Stop Filing Paper
It used to be that office walls were lined with [...]
Eliminate Manual Entry in Dynamics GP Tip #4 – Stop Tracking Fixed Assets In Spreadsheets
How do you track your fixed assets? The Manual Way [...]
Eliminate Manual Entry in Dynamics GP Tip #3 – Stop Depositing Checks with Lock Box Processing
Getting more checks in the mail is a good thing [...]
Eliminate Manual Entry in Dynamics GP Tip #2 – Send EFT Payments with Automatic Emails
How do you send online payments? There is an easy, [...]
Eliminate Manual Entry in Dynamics GP Tip #1 – Using SafePay to Submit Files to Your Bank
Check fraud is a big issue, and banks have put [...]
Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps
Using Microsoft Dynamics GP and Excel are a powerful combination for any finance team. Many of our clients are asking about the steps to copy and paste General Ledger transactions from Excel into Dynamics GP. Here is the process in four simple steps.
Microsoft Dynamics GP Tip: How to Fix Assets and Re-Depreciate After You Have Posted to The GL
One of our clients ran depreciation on Fixed Assets and then the General Ledger posting routine. She realized that some of the assets were set up incorrectly and she needed to make changes on the Fixed Asset book setup.
Microsoft Dynamics GP Tip: How to Fix GL if Wrong Account Type Messes Up Year End in Dynamics GP
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.
Microsoft Dynamics GP Tip: Using Reconcile to GL
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.
Microsoft Dynamics GP with Excel Tip: Create a Pivot Table for General Ledger Data
Once you export your General Ledger report from Microsoft Dynamics GP to Microsoft Excel there is so much you can do with it. This video will show you a few helpful tricks around pivot tables. Pivot tables are the best way to summarize large amounts of data and focus on the information you need.
Microsoft Dynamics GP Tip: Using the Account Rollup Inquiry Screen to Summarize GL Activity
Creating an Account Rollup Inquiry option Use the Account Rollup [...]
Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction SmartList Favorite
STEP 1: Open SmartList. STEP 2: Click on Account Transactions [...]
