Correct or copy a Microsoft Dynamics GP GL entry

To continue with this week’s topic on making mistakes, use the correct feature to fix a Microsoft Dynamics GP GL entry. 

To continue with this week’s topic on making mistakes, use the correct feature to fix a Microsoft Dynamics GP GL entry.

Continue reading “Correct or copy a Microsoft Dynamics GP GL entry”

Default Distributions in Microsoft Dynamics GP Payables?

Use default Microsoft Dynamics GP GL accounts with Vendors to make entering distributions easier in Payables. If you are not currently doing this, you are wasting time. 


Use default Microsoft Dynamics GP GL accounts with Vendors to make entering distributions easier in Payables. If you are not currently doing this, you are wasting time.

Continue reading “Default Distributions in Microsoft Dynamics GP Payables?”

Made a mistake in Microsoft Dynamics GP?

No screenshot here because this rule is the same no matter where you are in ANY accounting software (including Microsoft Dynamics GP.) 

 

No screenshot here because this rule is the same no matter where you are in ANY accounting software (including Microsoft Dynamics GP.)

 

Continue reading “Made a mistake in Microsoft Dynamics GP?”

Bring out your reports, Bring (send) out your Microsoft Dynamics GP reports (Video)

This video shows a new feature of GP2010 R2, emailing reports directly from Microsoft  Dynamics GP. It’s fast and simple. Here I am sending out an Aged Trial Balance with Options from Microsoft Dynamics GP Payables Management. 

Originally Posted 5/16/2011 

This video shows a new feature of GP2010 R2, emailing reports directly from Microsoft  Dynamics GP. It’s fast and simple. Here I am sending out an Aged Trial Balance with Options from Microsoft Dynamics GP Payables Management.

Continue reading “Bring out your reports, Bring (send) out your Microsoft Dynamics GP reports (Video)”

Microsoft Dynamics GP Budget Transactions & Adjusted Budgets (Video)

In this Video I show how to maintain Budget Transaction History, Enter Budget Transactions and how I use multiple Microsoft Dynamics GP Budgets in FRx (although it could be Management Reporter, Jet Reports, or any financial reporting tool). 

Originally Posted 5-18-2011

In this Video I show how to maintain Budget Transaction History, Enter Budget Transactions and how I use multiple Microsoft Dynamics GP Budgets in FRx (although it could be Management Reporter, Jet Reports, or any financial reporting tool).
Continue reading “Microsoft Dynamics GP Budget Transactions & Adjusted Budgets (Video)”

Microsoft Dynamics GP GL Summaries vs. GL Budgets (Video)

In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets.  Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did.  See the blog post for the script.

In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets.  Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did.  See the blog post for the script.

Continue reading “Microsoft Dynamics GP GL Summaries vs. GL Budgets (Video)”

Made a mistake in Microsoft Dynamics GP?

No screenshot here because this rule is the same no matter where you are in ANY accounting software (including Microsoft Dynamics GP.) 

When you make a mistake, reverse it or void it. DO NOT ADJUST IT!

If you have a transaction that is partially wrong, do not make an entry to correct the wrong part. Void or reverse the ENTIRE entry and start again. I cannot tell you how many times I get called in to help because someone tried to correct an entry, only to make another error, then another and then it’s a big mess.

You’ll save yourself a LOT of grief to void the entire entry and re-enter correctly.

Besides, do you really want to explain it to the auditors at the end of the year as well?