Microsoft Dynamics GP – Excel AR Trial Balance with SQL (with video)

In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin.

Originally Posted 11/11/13

This is part 2 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin. The view can be located on her blog posting below:

Dashboard for Distribution Series:

Part 1:  Microsoft Dynamics GP – Excel AR Trial Balance

Microsoft Dynamics GP “how to” by Belinda, the GP CSI from Njevity.

www.VictoriaYudin.com

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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