Tips, Tricks and Shortcuts for Microsoft Dynamics GP.
The following predefined Word templates are installed with Microsoft Dynamics GP. Predefined templates cannot be modified or removed. You can make copies of the predefined templates and make your changes such as changing the font. Predefined templates do not have logos assigned to them.
Use the Company E-mail Setup window to select options to use when sending documents in e-mail. You can select to embed documents, attach documents, or both.
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.
This tip will cover what you need to know about printing the trial balance, historical aged trial balance, aging accounts receivable, paid transaction removed, analysis reports, reconciling A/R, finance changes, waiving finance charges, statements and write off documents.
In this tip you will learn what you need to know about aged trial balance, aged trial balance with options, aged historical trial balance, reconcile to GL for AP and printing a month end check register.
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.
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?
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.
You can use this tip if you are running the [...]
Sometimes we get stuck in our ways. Over the last 15 years I had one process to bring in open AP/AR/Inventory in Microsoft Dynamics GP. But I have found a better way.
What happens when you realize that two accounts were set up for the same customer in Microsoft Dynamics GP? You need to merge customer accounts in Dynamics GP. See how to do this you will use the Customer Combiner and Modifier utility (formerly part of the Professional Services Tools Library (PSTL) but can now accessed from the main Sales window in Dynamics GP.)
In the customer maintenance window you do not have the ability to edit or change the customer ID after it is created. See how to use this utility to allow you to change the ID. This change will effect all transactions for that customer – current and past. It will look like the other ID never existed.
All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #2 is how to use the RM (or Receivables Management) Unapply tool in Microsoft Dynamics GP.
All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #1 is how to enable doc date verify in Microsoft Dynamics GP.
You can restrict security for each user in Microsoft Dynamics GP. But by default there is lots of info that shows on the screen that they can’t use. For example, a user that was set up as an AP clerk will never have access to sales, inventory, payroll etc… So why clutter up their screen with things they can’t have? In this video you will learn how to clean up the screen to only show what you need.
In this tip you will see how Microsoft Dynamics GP 2015 now enables you to copy user security and home and area page settings when adding new users or when updating existing users.
When you are new to Microsoft Dynamics GP accounting software, you can set up the home page the way it suits you best including simplifying the home screen.
It is so satisfying to be able to find information quickly. This video shows you three ways to find your customers, vendors, items and accounts quickly.
Microsoft Dynamics GP has automatic pre-built Excel Report Dashboards available for Financial, Sales, Purchasing and Inventory.
Did you know that there are built in Excel Reports in Microsoft Dynamics for all the modules: Sales, Financial, Purchasing Inventory and more.
Watch this video tip to find out and then see how fast you can build an AP (Accounts Payable) Check Batch in Microsoft Dynamics GP.
There is a free tool called the Snipping Tool including in most Microsoft operating system. But sometimes people don’t even realize it is there. Once you find it, you will love it.
One of our distribution clients using Microsoft Dynamics GP would [...]
One of the features that our customers love about SalesPad for Dynamics GP is the workflow. This video does a great job of giving an overview of SalesPad Workflow, Sales Monitor and Document Splitting functionality.
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