Bring out your reports, Bring (send) out your Microsoft Dynamics GP reports (Video)

This video shows a new feature of GP2010 R2, emailing reports directly from Microsoft  Dynamics GP. It’s fast and simple. Here I am sending out an Aged Trial Balance with Options from Microsoft Dynamics GP Payables Management. 

Originally Posted 5/16/2011 

This video shows a new feature of GP2010 R2, emailing reports directly from Microsoft  Dynamics GP. It’s fast and simple. Here I am sending out an Aged Trial Balance with Options from Microsoft Dynamics GP Payables Management.

Continue reading “Bring out your reports, Bring (send) out your Microsoft Dynamics GP reports (Video)”

Microsoft Dynamics GP Budget Transactions & Adjusted Budgets (Video)

In this Video I show how to maintain Budget Transaction History, Enter Budget Transactions and how I use multiple Microsoft Dynamics GP Budgets in FRx (although it could be Management Reporter, Jet Reports, or any financial reporting tool). 

Originally Posted 5-18-2011

In this Video I show how to maintain Budget Transaction History, Enter Budget Transactions and how I use multiple Microsoft Dynamics GP Budgets in FRx (although it could be Management Reporter, Jet Reports, or any financial reporting tool).
Continue reading “Microsoft Dynamics GP Budget Transactions & Adjusted Budgets (Video)”

Microsoft Dynamics GP GL Summaries vs. GL Budgets (Video)

In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets.  Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did.  See the blog post for the script.

In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets.  Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did.  See the blog post for the script.

Continue reading “Microsoft Dynamics GP GL Summaries vs. GL Budgets (Video)”

Made a mistake in Microsoft Dynamics GP?

No screenshot here because this rule is the same no matter where you are in ANY accounting software (including Microsoft Dynamics GP.) 

When you make a mistake, reverse it or void it. DO NOT ADJUST IT!

If you have a transaction that is partially wrong, do not make an entry to correct the wrong part. Void or reverse the ENTIRE entry and start again. I cannot tell you how many times I get called in to help because someone tried to correct an entry, only to make another error, then another and then it’s a big mess.

You’ll save yourself a LOT of grief to void the entire entry and re-enter correctly.

Besides, do you really want to explain it to the auditors at the end of the year as well?

Microsoft Dynamics GP, What work was posted today?

Use Microsoft Dynamics GP SmartList and add the “Posted Date” or “Originating Posted Date” to your object. This will be the actual system date (the date in the bottom right-hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question. 

Originally Posted 3/29/12

Image from Microsoft Dynamics GP 2018

Use Microsoft Dynamics GP SmartList and add the “Posted Date” or “Originating Posted Date” to your object. This will be the actual system date (the date in the bottom right-hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question.

Another great rea/son to look at this field is for problem-solving. Imagine that your checkbook (bank reconciliation) is in balance to your GL yesterday, but today it’s not. Use Smartlist to see what was ACTUALLY posted today regardless of the GL Posting or Transaction date. That’s where your problem will be.

Vendor Navigation List in Microsoft Dynamics GP (with Video)

Although Microsoft Dynamics GP Navigation Lists have been around a while, not many use them regularly.  In this video, I’ll use the Vendor Navigation List to see which vendors are on Hold, Apply Vendor Holds and remove Vendor Holds.

 

 

Although Microsoft Dynamics GP Navigation Lists have been around a while, not many use them regularly.  In this video, I’ll use the Vendor Navigation List to see which vendors are on Hold, Apply Vendor Holds and remove Vendor Holds.

Continue reading “Vendor Navigation List in Microsoft Dynamics GP (with Video)”

Manually apply Microsoft Dynamics GP AP documents

In this video, I show the 2 different methods for apply Returns, Credit Memo’s and Prepayments to Microsoft Dynamics GP Payables Documents; while creating a check and without creating a check. 

Originally Posted 05/18/2011

In this video, I show the 2 different methods for apply Returns, Credit Memo’s and Prepayments to Microsoft Dynamics GP Payables Documents; while creating a check and without creating a check.

Continue reading “Manually apply Microsoft Dynamics GP AP documents”