Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (with Video)

I was recently asked how to get the Microsoft Dynamics GP General Ledger Account Segments into an Excel file.  I thought, I’ll just do a four-part series.  It doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel. 

I was recently asked how to get the Microsoft Dynamics GP General Ledger Account Segments into an Excel file.  I thought, I’ll just do a four-part series.  It doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel. Design

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (with Video)”

Microsoft GL Actual compared to Budget Dashboard using eOne Excel Builder and Excel in 23 minutes! (with Video)

In the attached 23-minute video, I walk you through the process of using eOne Software’s Excel Builder in Microsoft Dynamics GP and Excel to create a dashboard to assist in budget to actual comparisons.

If you create budgets, you’ll need to compare them to actual numbers to see how close you are coming to your estimates/forecasts/budgets.

If you are holding Department Heads/Managers accountable to budgets, they need to review how they are doing along the way.

In the attached 23-minute video, I walk you through the process of using eOne Software’s Excel Builder in Microsoft Dynamics GP and Excel to create a dashboard to assist in budget to actual comparisons.

Continue reading “Microsoft GL Actual compared to Budget Dashboard using eOne Excel Builder and Excel in 23 minutes! (with Video)”

Dimension Analysis for MDA – SQL View for Microsoft Dynamics GP — GP Life Hacks

I LOVE MDA and apparently, so does Microsoft Dynamics GP MVP, Shawn Dorward.  checkout his blog post below.  He gives away a free MDA SQL View.

I LOVE MDA and apparently, so does Microsoft Dynamics GP MVP, Shawn Dorward.  checkout his blog post below.  He gives away a free MDA SQL View.

Earlier I wrote about how to use MDA for dimension analysis rather than Analytical Accounting. You can find that blog here. To continue that thought, I have created a SQL view to help users get that dimensional analysis data easily! The script captures commonly used data – if you feel I am missing something, please…

Continue reading “Dimension Analysis for MDA – SQL View for Microsoft Dynamics GP — GP Life Hacks”

Mark Polino asks: “Who needs a vacation?”

Historical Excel Reporting for Dynamics GP. Users of Historical Excel Reporting…

I’m telling you, this tools is cheaper than building it yourself.

It’s April and spring keeps trying to break through. If you aren’t thinking about vacation, you haven’t been cooped up long enough. Once you start thinking about tropical beaches and drinks with umbrellas in them, how do you find the time? One option is Historical Excel Reporting for Dynamics GP. Users of Historical Excel Reporting…

via Who needs a vacation? — DynamicAccounting.net

 

 

Microsoft Dynamics GP Navigation Lists

This video shows how to work using the Navigation Pane/Lists rather than using the traditional menu driven method using Microsoft Dynamics GP. It could be a real game changer for you! 

Navigation

Originally Posted 5/23/11

This video shows how to work using the Navigation Pane/Lists rather than using the traditional menu driven method using Microsoft Dynamics GP. It could be a real game changer for you!

Continue reading “Microsoft Dynamics GP Navigation Lists”

Using Microsoft Dynamics GP SmartList with Bank Transactions (Video)

Using SmartList to review Microsoft Dynamics GP Bank Transactions with default settings doesn’t provide you with the balance information, for which you are probably seeking.  Why?  Receipts are included in detail AND as Deposits.  How can you remove the receipts from view?  Watch this video and find out!

Using SmartList to review Microsoft Dynamics GP Bank Transactions with default settings doesn’t provide you with the balance information, for which you are probably seeking.  Why?  Receipts are included in detail AND as Deposits.  How can you remove the receipts from view?  Watch this video and find out!

Using SmartList to review Microsoft Dynamics GP Bank Transactions with default settings doesn’t provide you with the balance information, for which you are probably seeking.  Why?  Receipts are included in detail AND as Deposits.  How can you remove the receipts from view?  Watch this video and find out!

Continue reading “Using Microsoft Dynamics GP SmartList with Bank Transactions (Video)”

Microsoft Dynamics GP 2018 Feature of the Day-Copy User Access across AA Dimensions — CAL Business Solutions-Microsoft Dynamics GP-ERP Partner

Here’s a great Post from Connecticut based CAL Business Solutions on a new Microsoft Dynamics GP 2018 Analytical Accounting feature!

AA user Access Window

Here’s a great Post from Connecticut based CAL Business Solutions on a new Microsoft Dynamics GP 2018 Analytical Accounting feature!

Copy User access settings in Analytical accounting from one user to another​ Are you a CAL client interested in installing Microsoft Dynamics GP 2018? Contact us first. CAL Business Solutions 860-485-0910 or support@calszone.com By CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner, http://www.calszone.com Read original post at: HERE

The link to the entire post is below.

Continue reading “Microsoft Dynamics GP 2018 Feature of the Day-Copy User Access across AA Dimensions — CAL Business Solutions-Microsoft Dynamics GP-ERP Partner”