Throw out the calculator when using Microsoft Dynamics GP

There is a feature that has been in Microsoft Dynamics GP since version 1 that you probably forgot about. .. 
Fixed Allocation Accounts 
These are fake accounts, nothing ever gets posted there, but they can save you time. 

Originally Posted in 2011

There is a feature that has been in Microsoft Dynamics GP since version 1 that you probably forgot about. ..
Fixed Allocation Accounts
These are fake accounts, nothing ever gets posted there, but they can save you time.
Continue reading “Throw out the calculator when using Microsoft Dynamics GP”

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?”

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)”

Microsoft Dynamics GP, What work was posted today?

Use Microsoft Dynamics GP SmartList and add the “Posted Date” or “Originating Posted Date” to your object. This will be the actual system date (the date in the bottom right-hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question. 

Originally Posted 3/29/12

Image from Microsoft Dynamics GP 2018

Use Microsoft Dynamics GP SmartList and add the “Posted Date” or “Originating Posted Date” to your object. This will be the actual system date (the date in the bottom right-hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question.

Another great rea/son to look at this field is for problem-solving. Imagine that your checkbook (bank reconciliation) is in balance to your GL yesterday, but today it’s not. Use Smartlist to see what was ACTUALLY posted today regardless of the GL Posting or Transaction date. That’s where your problem will be.