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”

Microsoft Dynamics GP Transaction Matching, cool feature (and Project tool??)

A follower of my blog recently asked about using Microsoft Dynamics GP Transaction Matching for Project tracking. I immediately said no, that it could not do that. Transaction Matching is meant for linking entries or lines of entries with a commonality, like “Month End Close” and “Audit Entries” or a bunch of messy entries and corrections. 

Originally Posted 5/11/2011

A follower of my blog recently asked about using Microsoft Dynamics GP Transaction Matching for Project tracking. I immediately said no, that it could not do that. Transaction Matching is meant for linking entries or lines of entries with a commonality, like “Month End Close” and “Audit Entries” or a bunch of messy entries and corrections.
Continue reading “Microsoft Dynamics GP Transaction Matching, cool feature (and Project tool??)”

Get Data from Microsoft Dynamics GP to Excel – Part 4 of 4 (with Video)

This is the last of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called Excel Builder.  I’ll create an Excel Refreshable Report that lives in the same location as the “out of the box” Excel Reports, either in a folder or in SharePoint.

This is the last of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called Excel Builder.  I’ll create an Excel Refreshable Report that lives in the same location as the “out of the box” Excel Reports, either in a folder or in SharePoint.

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 4 of 4 (with Video)”

Printing from Dynamics GP in Bulk

In this video, I review how to setup Report Groups and Combined Reports. This will help when you need to print multiple reports on a regular basis (e.g. Period End Reports, Audit Reports, etc. using Microsoft Dynamics GP. 

Originally Posted 5/21/11

In this video, I review how to setup Report Groups and Combined Reports. This will help when you need to print multiple reports on a regular basis (e.g. Period End Reports, Audit Reports, etc. using Microsoft Dynamics GP.

Continue reading “Printing from Dynamics GP in Bulk”

Where were these invoices I’m paying expensed in Dynamics GP?

In this video, I show you 3 options for extracting Check Registers from Payables Management. 1 option even shows you all the GL account numbers that were used for the invoices being paid using Microsoft Dynamics GP. 

Originally Posted 5/22/11

In this video, I show you 3 options for extracting Check Registers from Payables Management. 1 option even shows you all the GL account numbers that were used for the invoices being paid using Microsoft Dynamics GP.

Continue reading “Where were these invoices I’m paying expensed in Dynamics GP?”

Get Data from Microsoft Dynamics GP to Excel – Part 3 of 4 (with Video)

This is the continuation of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called SmartList Builder.  I’ll create a SmartList object, that can drilldown into the GL Account Segment Setup Window and/or export to Excel.

This is the continuation of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called SmartList Builder.  I’ll create a SmartList object, that can drilldown into the GL Account Segment Setup Window and/or export to Excel.

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 3 of 4 (with Video)”