What is owed to me, in Microsoft Dynamics GP?

This video shows how to create Microsoft Dynamics Customer Billing Statements, including the steps necessary to run prior to creating statements.

Originally Posted on 2/7/2011 – This is a reposting as my blog URL has changed since it was originally posted.

This video shows how to create Microsoft Dynamics Customer Billing Statements, including the steps necessary to run prior to creating statements.

Dynamics GP Customer payment applied to the wrong invoice?

OK, a customer called me on Friday when they realized that a payment from a customer was entered, applied to an invoice and posted in Microsoft Dynamics GP. Later they realized that it was applied to the wrong invoice. Could they correct it?

Originally Posted on 2011- This is a reposting as my blog URL has changed since it was originally posted.

OK, a customer called me on Friday when they realized that a payment from a customer was entered, applied to an invoice and posted in Microsoft Dynamics GP. Later they realized that it was applied to the wrong invoice. Could they correct it?

If the payment AND invoice has the status of OPEN (opposed to HIST or WORK), the payment can be reapplied to another OPEN invoice. If either the payment or the invoice is anything other than OPEN, you cannot change how the items are applied.

If both are OPEN, Open the Apply Sales Documents Window, open the customer and look up the Document that reduces the customer balance. From here you can click Unapply at the top or manually unapply one item at a time and apply the payment/return to a new invoice.

Summarize what is owed to me from Microsoft Dynamics GP, in Excel Please

This video shows how to create a Microsoft Dynamics GP Summary Aged Trial Balance using Excel Refreshable Reports.

Originally Posted on 2/8/2011 – This is a reposting as my blog URL has changed since it was originally posted.

This video shows how to create a Microsoft Dynamics GP Summary Aged Trial Balance using Excel Refreshable Reports.

You’re past due, now pay.. Sincerely yours, Microsoft Dynamics GP

This video how to use the Microsoft Dynamics GP Letter Writing Wizard for Microsoft Office Word to create Collection Letters for past Due invoices from the Receivables Management Module.

Originally Posted on 2/15/2011 – This is a reposting as my blog URL has changed since it was originally posted.

This video how to use the Microsoft Dynamics GP Letter Writing Wizard for Microsoft Office Word to create Collection Letters for past Due invoices from the Receivables Management Module.

Using Excel, give me the detail from Microsoft Dynamics GP

This video shows how to create a Detailed Aged Trial Balance for Microsoft Dynamics GP Receivables Management using Excel Refreshable Reports with Pivot Tables. Watch this when you have time, it’s about 15 minutes long!

Originally Posted on 2/10/2011 – This is a reposting as my blog URL has changed since it was originally posted.

This video shows how to create a Detailed Aged Trial Balance for Microsoft Dynamics GP Receivables Management using Excel Refreshable Reports with Pivot Tables. Watch this when you have time, it’s about 15 minutes long!