Microsoft Dynamics GP Allocation Accounts, Take my work away

This video spends a little extra time in the Microsoft Dynamics GP Allocation Account Maintenance windows for both Fixed Allocation Accounts and Variable Allocation Accounts.

Originally Posted 4/21/11

This video spends a little extra time in the Microsoft Dynamics GP Allocation Account Maintenance windows for both Fixed Allocation Accounts and Variable Allocation Accounts.

These little beauties can save you time on month-end Entries, if using 1 allocation account each month saves you 2 minutes a month, that’s 24 minutes a year.

I’ll take those 24 minutes and add them to my “40 hours a year” saving quest, which takes me to savings of 371 minutes a year (6.18 hours) with the first 3 entries alone!

Continue reading “Microsoft Dynamics GP Allocation Accounts, Take my work away”

I can’t believe I see the whole Microsoft Dynamics GP Budget!

Want to see your entire Microsoft Dynamics GP budget for all 12 periods? Use the Excel Budget Wizard! 

Originally Posted 4/27/11

Want to see your entire Microsoft Dynamics GP budget for all 12 periods? Use the Excel Budget Wizard!

Continue reading “I can’t believe I see the whole Microsoft Dynamics GP Budget!”

Master of the (Microsoft Dynamics GP) Order

The Master number is a unique number that links together Microsoft Dynamics GP Sales Order Processing (SOP) documents, following a customer order from Creation to Posting.

This video shows how I temporarily keep an Order Open, for Change Orders to be issued later, all the while keeping the same Master Number.

Originally posted 4/29/11

The Master number is a unique number that links together Microsoft Dynamics GP Sales Order Processing (SOP) documents, following a customer order from Creation to Posting.

This video shows how I temporarily keep an Order Open, for Change Orders to be issued later, all the while keeping the same Master Number.

Continue reading “Master of the (Microsoft Dynamics GP) Order”

Lookup me up (in Microsoft Dynamics GP)!

In this Video, I show you how to alter your lookup options by using the Microsoft Dynamics GP Advanced Lookup feature. 

Saving just 1 minute a day in lookups saves you 260 minutes a year or 4.34 hours a year! 

Originally Posted 5/17/2011

In this Video, I show you how to alter your lookup options by using the Microsoft Dynamics GP Advanced Lookup feature.

Saving just 1 minute a day in lookups saves you 260 minutes a year or 4.34 hours a year!

Continue reading “Lookup me up (in Microsoft Dynamics GP)!”

Stop the presses, well the Microsoft Dynamics GP printing (in SOP)

Another “Out of the Box” Microsoft Dynamics GP Sales Order Processing (SOP) feature that is not used enough is Process Holds. In this video, I not only show how to set up a hold, but assign it, use it, and inquiry on them. 

StopThePresses

Originally Posted 5/4/2011

Another “Out of the Box” Microsoft Dynamics GP Sales Order Processing (SOP) feature that is not used enough is Process Holds. In this video, I not only show how to set up a hold, but assign it, use it, and inquiry on them.

Continue reading “Stop the presses, well the Microsoft Dynamics GP printing (in SOP)”

FRx used as a summary Microsoft Dynamics GP TB and a CPA worksheet

Here is a report I like to build for my Dynamics GP customers. It can be used to verify whether accounts have been added since the last printing, and it can be used to compare totals of other reports to ensure accuracy. 

Originally Posted 5/6/2011

Here is a report I like to build for my Dynamics GP customers. It can be used to verify whether accounts have been added since the last printing, and it can be used to compare totals of other reports to ensure accuracy.

Continue reading “FRx used as a summary Microsoft Dynamics GP TB and a CPA worksheet”

401k Strikes a match (Microsoft Dynamics GP Benefit to Deduction)

This video shows the Microsoft Dynamics GP Deduction AND the Benefit screens for employees with 401k plans. The Benefit is set to match the Employee’s deduction 100%, with both Benefit and Deduction having a maximum amount.

Originally Posted 5/7/2011

This video shows the Microsoft Dynamics GP Deduction AND the Benefit screens for employees with 401k plans. The Benefit is set to match the Employee’s deduction 100%, with both Benefit and Deduction having a maximum amount.

Continue reading “401k Strikes a match (Microsoft Dynamics GP Benefit to Deduction)”