Belinda Allen, Microsoft MVP Business Solutions
Things I've learned from years of working with Microsoft Dynamics GP.
This video how to use the Letter Writing Wizard edit an existing letter for Customers in Microsoft Dynamics GP from the Receivables Management Module.
Originally Posted on 2/16/2011 – This is a reposting as my blog URL has changed since it was originally posted.
This video how to use the Letter Writing Wizard edit an existing letter for Customers in Microsoft Dynamics GP from the Receivables Management Module.
This video discusses Vendor Holds and Microsoft Dynamics GP Payables Invoice Holds. It also uses SmartList to help manage holds.
Originally Posted 3/2/11
This video discusses Vendor Holds and Microsoft Dynamics GP Payables Invoice Holds. It also uses SmartList to help manage holds.
Continue reading “In the Air Tonight? Microsoft Dynamics GP Payables Holds”
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.
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. 
Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (with 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!
Continue reading “Using Microsoft Dynamics GP SmartList with Bank Transactions (Video)”
Last week a Microsoft Dynamics GP user asked a question in the GPUG (GP User Group) forum, asking how to perform a mass vendor cleanup. Here is a video of how I used SmartList and Integration Manager to perform these mass changes.
Last week a Microsoft Dynamics GP user asked a question in the GPUG (GP User Group) forum, asking how to perform a mass vendor cleanup. Here is a video of how I used SmartList and Integration Manager to perform these mass changes.
Continue reading “Updating Vendor Status using Microsoft Dynamics GP Integration Manager”
This is part 5 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP. In this part I’ll show you the new GP2016 feature of importing and Exporting SmartList Objects.
Continue reading “Importing and Exporting SmartList Objects in Microsoft Dynamics GP”
This is part 3 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP. In this part we’ll enable our SmartList to drill back to another list.
Continue reading “Adding GoTo’s to SmartList Objects in Microsoft Dynamics GP”
This is part 2 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP. In this part we’ll set defaults on our object.
Continue reading “Setting SmartList Objects in Microsoft Dynamics GP”
This is part 1 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.
This is part 1 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.
Continue reading “Creating NEW SmartList Objects in Microsoft Dynamics GP”
Belinda Allen, Microsoft MVP Business Solutions 