Microsoft Dynamics GP SmartList Comparison Fields

This is a cool way to use SmartList! Comparing 2 similar Microsoft Dynamics GP fields makes creating a list of Customers over their credit limit a snap! See how I do it.

Originally Posted 6/21/2011

This is a cool way to use SmartList! Comparing 2 similar Microsoft Dynamics GP  fields makes creating a list of Customers over their credit limit a snap! See how I do it.                         

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User Defined Fields in Microsoft Dynamics GP Smartlist?

I wanted to share with you another use for Microsoft Dynamics GP User Defined fields.

I wanted to share with you another use for Microsoft Dynamics GP User Defined fields.

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Add Microsoft Dynamics GP SmartList to your toolbar

Add Microsoft Dynamics GP SmartList to your toolbar, it’s easy!

Add Microsoft Dynamics GP SmartList to your toolbar, it’s easy!

2012-04-02_Toolbar

Right mouse click on your GP toolbar, choose the Add button on the Right. Then click through the menu bar as you would to open SmartList.
Once SmartList is highlighted, click OK!

 

Where does your cash go? See with Microsoft Dynamics GP

As a user, my business partner was always asking “Where does our cash go?” With the use of Smartlist, I was able to efficiently answer that question. To give him a year or month’s worth of data was basically the same as saying “I don’t know.” It’s too much information to process easily. So what did I do? 

Originally Posted 3/29/12

As a user, my business partner was always asking “Where does our cash go?” With the use of Smartlist, I was able to efficiently answer that question. To give him a year or month’s worth of data was basically the same as saying “I don’t know.” It’s too much information to process easily. So what did I do?

Continue reading “Where does your cash go? See with Microsoft Dynamics GP”

Microsoft Dynamics GP GL Report for your CPA

Do you need to dump your General Ledger Transactions from Microsoft Dynamics GP into Microsoft Excel for your CPA, either for your annual audit or monthly?  This video shows you how to do just that.  We’ll useSmartList in GP and the Subtotal feature of Excel.

Originally Posted 2/20/12

Do you need to dump your General Ledger Transactions from Microsoft Dynamics GP into Microsoft Excel for your CPA, either for your annual audit or monthly?  This video shows you how to do just that.  We’ll useSmartList in GP and the Subtotal feature of Excel.

Continue reading “Microsoft Dynamics GP GL Report for your CPA”

Microsoft Dynamics GP Source Documents and Audit Trail Codes

Let’s talk about the Source Document and Audit Trail in Microsoft Dynamics GP posting:

Originally posted 9/27/2011

Let’s talk about the Source Document and Audit Trail in Microsoft Dynamics GP posting:
• Where is created?
• Where is it used?
• Why is an audit trail code important?
• How can I use the Source Document code in Smartlist?

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Microsoft Dynamics GP Handling BBF’s in SmartList

This video shows some options on handling BBF’s (Balance Brought Forward) entries when using Microsoft Dynamics GP SmartList for General Ledger Account Transactions.

Originally Posted August 3, 2011

This video shows some options on handling BBF’s (Balance Brought Forward) entries when using Microsoft Dynamics GP SmartList for General Ledger Account Transactions.

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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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Microsoft Dynamics GP Receivables Summary Aged Trial Balance in SmartList

This video uses SmartList to create a Summary Aged Trial Balance for Microsoft Dynamics GP, including the steps necessary to perform to ensure the numbers are correct.

Originally Posted 1/31/2011

This video uses SmartList to create a Summary Aged Trial Balance for Microsoft Dynamics GP, including the steps necessary to perform to ensure the numbers are correct.

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