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.)

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

This is part 1 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Originally Posted 11/4/13

This is part 1 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Excel AR Trial Balance (with video)”

Transfer Inventory to Fixed Assets in Microsoft Dynamics GP

A Microsoft GP User sent me an email asking about how they can consume inventory items for use and how they can transfer inventory items to Fixed Assets. For the second part, I found a fabulous blog posting from my friend and fellow Microsoft MVP, Mariano Gomez

Originally posted August 13, 2013

A Microsoft GP User sent me an email asking about how they can consume inventory items for use and how they can transfer inventory items to Fixed Assets.  For the second part, I found a fabulous blog posting from my friend and fellow Microsoft MVP, Mariano Gomez (the link is below).

Continue reading “Transfer Inventory to Fixed Assets in Microsoft Dynamics GP”

How to track changes in Payroll in Microsoft Dynamics GP (with video)

Every time I teach a GPUG (Microsoft Dynamics GP User Group) Payroll training class I am asked about how changes to payroll records can be tracked. In this video, I show you how!

Originally Posted on August 9, 2013

Every time I teach a GPUG (Microsoft Dynamics GP User Group) Payroll training class I am asked about how changes to payroll records can be tracked.  In this video, I show you how!

Continue reading “How to track changes in Payroll in Microsoft Dynamics GP (with video)”

Balancing Payables to General Ledger Microsoft Dynamics GP

In this video I walk through the steps I use when I start a project balancing Payables to the General Ledger in Microsoft Dynamics GP.

Originally Posted August 8, 2013

In this video I walk through the steps I use when I start a project balancing Payables to the General Ledger in Microsoft Dynamics GP.

Continue reading “Balancing Payables to General Ledger Microsoft Dynamics GP”

AP aging in Excel thanks to Victoria Yudin in Microsoft Dynamics GP

A GPUG (Microsoft Dynamics GP User Group) member was asking about building a report in Excel that displayed open payables that actually matches GP.  There were several great responses to his question, but now I want to add my two cents!

A GPUG (Microsoft Dynamics GP User Group) member was asking about building a report in Excel that displayed open payables that actually matches GP.  There were several great responses to his question, but now I want to add my two cents!

My Friend and fellow Microsoft MVP, Victoria Yudin has made this process a lot easier for you.  She has a SQL view that will organize your open payables and age them for you.

A GPUG (Microsoft Dynamics GP User Group) member was asking about building a report in Excel that displayed open payables that actually matches GP.  There were several great responses to his question, but now I want to add my two cents!

Continue reading “AP aging in Excel thanks to Victoria Yudin in Microsoft Dynamics GP”

In Use/Service/Return? Microsoft Dynamics GP Inventory (with video)

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned. 

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned.

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned. 

Continue reading “In Use/Service/Return? Microsoft Dynamics GP Inventory (with video)”

Build Check Exception Report in Microsoft Dynamics GP Payroll

During a GPUG (Microsoft Dynamics GP User Group) training class, a student shared that their biggest issue was in not receiving an error message when there is a posting account missing. 

 

During a GPUG (Microsoft Dynamics GP User Group) training class, a student shared that their biggest issue was in not receiving an error message when there is a posting account missing.

During a GPUG (Microsoft Dynamics GP User Group) training class, a student shared that their biggest issue was in not receiving an error message when there is a posting account missing. 

In this video I show the new Microsoft Dynamics GP 2013 feature “Build Check Exception” report.

Continue reading “Build Check Exception Report in Microsoft Dynamics GP Payroll”

Removing the Social Security # on the Payroll Check Register in Microsoft Dynamics GP

For those who want to remove the Social Security Number from the (US) Payroll Check Register in Microsoft Dynamics GP, this video is for you.

For those who want to remove the Social Security Number from the (US) Payroll Check Register in Microsoft Dynamics GP, this video is for you.

For those who want to remove the Social Security Number from the (US) Payroll Check Register in Microsoft Dynamics GP, this video is for you.

Continue reading “Removing the Social Security # on the Payroll Check Register in Microsoft Dynamics GP”

Controlling when to use Payroll Deductions in Microsoft Dynamics GP

We currently have several employees that are paid both on a biweekly and monthly schedule for different types of pay.  We have to manually stop deductions and benefits on one of the pay runs so they do not show up for both types of pay.   Is there a way to mark the deductions and benefits in Microsoft Dynamics GP so that they are only associated with one of the pay types/cycles?

Puppet

We currently have several employees that are paid both on a biweekly and monthly schedule for different types of pay.  We have to manually stop deductions and benefits on one of the pay runs so they do not show up for both types of pay.   Is there a way to mark the deductions and benefits in Microsoft Dynamics GP so that they are only associated with one of the pay types/cycles?

Originally Posted 07/29/2013

Continue reading “Controlling when to use Payroll Deductions in Microsoft Dynamics GP”

Changing ID’s in Microsoft Dynamics GP Payroll (with video)

In this video I show users how to use a new feature in Microsoft Dynamics GP 2013.  I use the “Pay Code Modifier” to change my pay code.  This feature can also be used for Deduction ID’s and Benefit ID’s.

ChangeNeon

In this video I show users how to use a new feature in Microsoft Dynamics GP 2013.  I use the “Pay Code Modifier” to change my pay code.  This feature can also be used for Deduction ID’s and Benefit ID’s.

I also use the FREE Professional Service Tools Library to change an employee ID.

Originally Posted 07/26/2013

Continue reading “Changing ID’s in Microsoft Dynamics GP Payroll (with video)”