Microsoft Dynamics GP GL Trial Balance made easy with Excel Pivot Tables

This video shows how to create a very easy, REFRESHABLE, General Ledger Summary Trial Balance using Microsoft Dynamics GP Excel Refreshable Reports. The power’s in the Pivot! 

Originally Posted 6/6/11

This video shows how to create a very easy, REFRESHABLE, General Ledger Summary Trial Balance using Microsoft Dynamics GP Excel Refreshable Reports. The power’s in the Pivot!

Note this is an older post, but this method still exists and is super easy, so it’s still valuable.

Continue reading “Microsoft Dynamics GP GL Trial Balance made easy with Excel Pivot Tables”

Microsoft Dynamics GP Vendor Analysis, made simple and cool

Today I want to show you how to use Excel Pivot tables and Microsoft Dynamics GP Excel Refreshable reports to create a Vendor Analysis Report that one of my customers requested. 

Today I want to show you how to use Excel Pivot tables and Microsoft Dynamics GP Excel Refreshable reports to create a Vendor Analysis Report that one of my customers requested. 

Originally Posted 6/6/11

Today I want to show you how to use Excel Pivot tables and Microsoft Dynamics GP Excel Refreshable reports to create a Vendor Analysis Report that one of my customers requested.

It provides you the total amount billed, showing paid and unpaid for a specified Time period. This is a great tool to assist in Budgeting and Month End Closings.

Continue reading “Microsoft Dynamics GP Vendor Analysis, made simple and cool”

Write off Routine in Microsoft Dynamics GP Receivables

This video shows both methods of writing off invoices in Receivables Management and where it gets the GL account numbers to write off to using Microsoft Dynamics GP. 

This video shows both methods of writing off invoices in Receivables Management and where it gets the GL account numbers to write off to using Microsoft Dynamics GP. 

Originally Posted 5/31/11

This video shows both methods of writing off invoices in Receivables Management and where it gets the GL account numbers to write off to using Microsoft Dynamics GP.

Continue reading “Write off Routine in Microsoft Dynamics GP Receivables”

Make Microsoft Dynamics GP SmartList work for you & Receivables

This video was made to show how to use Microsoft Dynamics GP SmartList for the practical tool of managing Documents.

Originally Posted March 18, 2011

This video was made to show how to use Microsoft Dynamics GP SmartList for the practical tool of managing what Credits, Returns and Payments need to be applied in Receivables Management. It also includes add SmartList to your menu bar and using Reminders on the Home Page.                         

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No more snail mail, email me from Microsoft Dynamics GP

This video shows how to setup and use the new email functionality in Microsoft Dynamics GP by sending attachments or embedding documents from Receivables Management, Sales Order Processing, Purchase Order Processing and Payables Management. 

This video shows how to setup and use the new email functionality in Microsoft Dynamics GP by sending attachments or embedding documents from Receivables Management, Sales Order Processing, Purchase Order Processing and Payables Management. 

Posted 3/1/2011

This video shows how to setup and use the new email functionality in Microsoft Dynamics GP by sending attachments or embedding documents from Receivables Management, Sales Order Processing, Purchase Order Processing and Payables Management.

Continue reading “No more snail mail, email me from Microsoft Dynamics GP”

Microsoft Dynamics GP Receivables Paid Transaction Removal

This video shows the steps necessary to run Paid Transaction Removal in Microsoft Dynamics GP. This will change the Document Status from OPEN to HIST. 

This video shows the steps necessary to run Paid Transaction Removal in Microsoft Dynamics GP. This will change the Document Status from OPEN to HIST. 

Posted 2/2/11

This video shows the steps necessary to run Paid Transaction Removal in Microsoft Dynamics GP. This will change the Document Status from OPEN to HIST.

Continue reading “Microsoft Dynamics GP Receivables Paid Transaction Removal”

Microsoft Dynamics GP Receivables Aging

This video shows the steps necessary to make sure your summaries are in the right aging Bucket using Microsoft Dynamics GP. 

This video shows the steps necessary to make sure your summaries are in the right aging Bucket using Microsoft Dynamics GP. 

Posted 2-1-2011

This video shows the steps necessary to make sure your summaries are in the right aging Bucket using Microsoft Dynamics GP.

Continue reading “Microsoft Dynamics GP Receivables Aging”