Microsoft Dynamics GP Accounts Payable Cool Idea for check!

I was entering cash receipts into my Microsoft Dynamics GP this morning when I noticed that one of my customers put their AP email address right on the address of the check.

Originally Posted 8/18/2014

I was entering cash receipts into my Microsoft Dynamics GP this morning when I noticed that one of my customers put their AP email address right on the address of the check.

Continue reading “Microsoft Dynamics GP Accounts Payable Cool Idea for check!”

Microsoft Dynamics GP – Excel AR Trial Balance with SQL (with video)

In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin.

Originally Posted 11/11/13

This is part 2 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin. The view can be located on her blog posting below:

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Transfer Inventory to Fixed Assets in Microsoft Dynamics GP

A Microsoft GP User sent me an email asking about how they can consume inventory items for use and how they can transfer inventory items to Fixed Assets. For the second part, I found a fabulous blog posting from my friend and fellow Microsoft MVP, Mariano Gomez

Originally posted August 13, 2013

A Microsoft GP User sent me an email asking about how they can consume inventory items for use and how they can transfer inventory items to Fixed Assets.  For the second part, I found a fabulous blog posting from my friend and fellow Microsoft MVP, Mariano Gomez (the link is below).

Continue reading “Transfer Inventory to Fixed Assets in Microsoft Dynamics GP”

Balancing Payables to General Ledger Microsoft Dynamics GP

In this video I walk through the steps I use when I start a project balancing Payables to the General Ledger in Microsoft Dynamics GP.

Originally Posted August 8, 2013

In this video I walk through the steps I use when I start a project balancing Payables to the General Ledger in Microsoft Dynamics GP.

Continue reading “Balancing Payables to General Ledger Microsoft Dynamics GP”

Payables Cash Document Numbers in Microsoft Dynamics GP (with video)

In this video I show users how I use the Cash Document number in Microsoft Dynamics GP. 

Originally Posted 7/29/13

In this video I show users how I use the Cash Document number in Microsoft Dynamics GP.

In this video I show users how I use the Cash Document number in Microsoft Dynamics GP. 

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When did it post in Microsoft Dynamics GP (with video)

I noticed today the following message from a Microsoft Dynamics GP user on GPUG Collaborate:

Does anyone know how to run a trial balance or JE listing out of GP or a Smartlist that shows the date that the entry was originally recorded?  For instance, all December 2012 entries that were recorded and posted after January 15, 2013. 

I noticed today the following message from a Microsoft Dynamics GP user on GPUG Collaborate: Does anyone know how to run a trial balance or JE listing out of GP or a Smartlist that shows the date that the entry was originally recorded?  For instance, all December 2012 entries that were recorded and posted after January 15, 2013. 

I noticed today the following message from a Microsoft Dynamics GP user on GPUG Collaborate:

Does anyone know how to run a trial balance or JE listing out of GP or a Smartlist that shows the date that the entry was originally recorded?  For instance, all December 2012 entries that were recorded and posted after January 15, 2013. 

Microsoft Partner Rod O’Connor from Briware Solutions gave a great answer regarding how to have this show in SmartList.

Continue reading “When did it post in Microsoft Dynamics GP (with video)”

Microsoft Dynamic GP Outstanding Transactions in Bank Reconciliation

The Outstanding Transactions Report in Microsoft Dynamics GP Bank Reconciliation is a report worthy of attention.  Although almost every posting report in GP can be reprinted at a later point in time, this information cannot.

The Outstanding Transactions Report in Microsoft Dynamics GP Bank Reconciliation is a report worthy of attention.  Although almost every posting report in GP can be reprinted at a later point in time, this information cannot.

Originally Posted 05/05/2013

The Outstanding Transactions Report in Microsoft Dynamics GP Bank Reconciliation is a report worthy of attention.  Although almost every posting report in GP can be reprinted at a later point in time, this information cannot.

Continue reading “Microsoft Dynamic GP Outstanding Transactions in Bank Reconciliation”

Microsoft Dynamics GP AR Tools

Today I am going to review some of the features of the Professional Service Tools Library in Microsoft Dynamics GP for Receivables Management.

Originally Posted 10/11/12

(The attached video includes all of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

Today I am going to review some of the features of the Professional Service Tools Library in Microsoft Dynamics GP for Receivables Management.

Specifically we will:

  • Combine two customers into one account
  • Change the name of the Customer on all posted records
  • Change the Customer ID
  • Un-apply historical transactions so they may be voided or re-applied

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Microsoft Dynamics GP Customer Item Window with Substitutes

How can Microsoft Dynamics GP improve your customers’ experience when ordering your product? 

How can Microsoft Dynamics GP improve your customers’ experience when ordering your product? 

Originally Posted 9/28/12

(The attached video includes most of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

How can Microsoft Dynamics GP improve your customers’ experience when ordering your product?

  • Customer Items
  • Substitute Items

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Payables Check Stub Options in Microsoft Dynamics GP

Today I’d like to review all of the different options available to display credit memos and other documents on Microsoft Dynamics GP check stubs.

Today I’d like to review all of the different options available to display credit memos and other documents on Microsoft Dynamics GP check stubs.

Originally Posted 9/20/12

(The attached video includes all of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

On a recent customer visit, we heard about an issue that the payables staffer was having, which was ensuring that credit memos show up correctly on check stubs. Today I’d like to review all of the different options available to display credit memos and other documents on Microsoft Dynamics GP check stubs.

Continue reading “Payables Check Stub Options in Microsoft Dynamics GP”