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.

Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (with Video)

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. Design

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (with Video)”

Using Microsoft Dynamics GP SmartList with Bank Transactions (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!

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)”

Updating Vendor Status using Microsoft Dynamics GP Integration Manager

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.

GPUG

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”

Importing and Exporting SmartList Objects in Microsoft Dynamics GP

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”

Adding GoTo’s to 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”

Setting 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”