Payables Cash Document Numbers in Microsoft Dynamics GP (with video)

In this video I show users how I use the Cash Document number in Microsoft Dynamics GP. 

Originally Posted 7/29/13

In this video I show users how I use the Cash Document number in Microsoft Dynamics GP.

In this video I show users how I use the Cash Document number in Microsoft Dynamics GP. 

When I have the bank issue a payment or wire a payment, I frequently enter the payment while entering the invoice.  By default the document number will be “CASH”.   I change the document number to the Vendor ID and the date.  Then if for any reason I have to void the payment or locate the payment by document number, it is much easier to find.

 

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)

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