Month: August 2020

Prove the Cash Balance in Microsoft Dynamics GP

Need to balance the cash as of the last day of last month? Use the Microsoft Dynamics GP  Checkbook Balance Inquiry window.

Originally Posted in 2011 – This is a reposting as my blog URL has changed since it was originally posted.

Need to balance the cash as of the last day of last month? Use the Microsoft Dynamics GP  Checkbook Balance Inquiry window.

Enter the date range BEFORE entering the Checkbook ID. Data begins populating as soon as the Checkbook is entered, and if there is a lot of transactions, you might end up waiting before having the opportunity to enter the date range.

In the top right hand corner is the Current Checkbook Balance, which is what Bank Reconciliation has as of now, and below that is the Current Cash Account Balance, which is what the General Ledger has in it now. At the bottom the Bank Balance for the ending date range you enter will be displayed. Use the print icon in the top right corner to print the detail to support your Balance Sheet.

Using Microsoft Dynamics GP, how are we doing against Budget?

Use the Inquiry window “Budget vs. Actual” in the Microsoft Dynamics GP Financial Series to look at the actual expenses for 1 General Ledger Account compared to 1 budget.

Originally Posted in 2011  – This is a reposting as my blog URL has changed since it was originally posted.

Use the Inquiry window “Budget vs. Actual” in the Microsoft Dynamics GP Financial Series to look at the actual expenses for 1 General Ledger Account compared to 1 budget.
You’ll see the variance in dollars and as a Percent!

It’s not “Letter” perfect, change it. Microsoft Dynamics GP Letter Writer

This video how to use the Letter Writing Wizard edit an existing letter for Customers in Microsoft Dynamics GP from the Receivables Management Module.

Originally Posted on 2/16/2011 – This is a reposting as my blog URL has changed since it was originally posted.

This video how to use the Letter Writing Wizard edit an existing letter for Customers in Microsoft Dynamics GP from the Receivables Management Module.

Can I change the Vendor ID in Microsoft Dynamics GP?

This video how to use the Professional Services Tool Library to change a Vendor ID or any master ID record in Microsoft Dynamics GP.

Originally Posted 2/17/11 – This is a reposting as my blog URL has changed since it was originally posted.

This video how to use the Professional Services Tool Library to change a Vendor ID or any master ID record in Microsoft Dynamics GP.

 

 

Microsoft Dynamics GP Payables Holds

This video discusses Vendor Holds and Microsoft Dynamics GP Payables Invoice Holds. It also uses SmartList to help manage holds.

Originally posted 3/2/11

This video discusses Vendor Holds and Microsoft Dynamics GP Payables Invoice Holds. It also uses SmartList to help manage holds.

This is a reposting as my blog URL has changed since it was originally posted.

Continue reading “Microsoft Dynamics GP Payables Holds”

Oh Magic Wizard, grant me a Microsoft Dynamics GP MR report

This video walks through creating a report in Microsoft Dynamics GP Management Reporter using the Report Wizard.

Originally posted – 2/25/2011

This video walks through creating a report in Microsoft Dynamics GP Management Reporter using the Report Wizard.

This is a reposting as my blog URL has changed since it was originally posted.

Continue reading “Oh Magic Wizard, grant me a Microsoft Dynamics GP MR report”