Looking up Microsoft Dynamics GP Accounts by Segment Descriptions (Video)

In this video, I show how to create additional lookup options AND I show how Rockton SmartFill works with Microsoft Dynamics GP.  Check it out!

In this video, I show how to create additional lookup options AND I show how Rockton SmartFill works with Microsoft Dynamics GP.  Check it out!

I saw some great discussion on the GPUG (GP User Group) Forum about looking up Microsoft Dynamics GP GL Account numbers by Segment Descriptions.

In this video, I show how to create additional lookup options AND I show how Rockton SmartFill works with Microsoft Dynamics GP.  Check it out!

Hope this helps!

Continue reading “Looking up Microsoft Dynamics GP Accounts by Segment Descriptions (Video)”

Using Microsoft Excel to create a Dynamics GP auto refreshing report (Video)

Last week, a Microsoft Dynamics GP User (Glenda) asked about making an Excel Refreshable Report refreshable.  She not only wanted the table to refresh, but she wanted the associated PivotTable to refresh as well. 

Last week, a Microsoft Dynamics GP User (Glenda) asked about making an Excel Refreshable Report refreshable.  She not only wanted the table to refresh, but she wanted the associated PivotTable to refresh as well.

Microsoft Dynamics GP User Group.

Continue reading “Using Microsoft Excel to create a Dynamics GP auto refreshing report (Video)”

From SmartList to Excel Refreshable Reports in Microsoft Dynamics GP

This is part 4 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.

This is part 4 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.  In this part we’ll use our new object to create a Microsoft Excel Refreshable Report.

Continue reading “From SmartList to Excel Refreshable Reports in Microsoft Dynamics GP”

Date Shortcut & New Year Hack for Microsoft Dynamics GP

In this video I will show you how I enter dates in Microsoft Dynamics GP, saving entry time.

Originally Posted 1/4/2016

In this video I will show you how I enter dates in Microsoft Dynamics GP, saving entry time.

Continue reading “Date Shortcut & New Year Hack for Microsoft Dynamics GP”

Easy way to kind close a period in Microsoft Dynamics GP (with Video)

Need to stop people from entering and posting information Microsoft Dynamics GP for a period that has already completed with final Financial Statements?

Originally Posted 5/6/14

Need to stop people from entering and posting information Microsoft Dynamics GP for a period that has already completed with final Financial Statements?

Continue reading “Easy way to kind close a period in Microsoft Dynamics GP (with Video)”

Microsoft Dynamics GP 2013–Lookup feature (with video)

When looking up master records in Microsoft Dynamics GP, you can save any custom sort order you create.

Belinda Allen from Njevity, Inc. shares information on Microsoft Dynamics GP.

Originally Posted 11/13/13

When looking up master records in Microsoft Dynamics GP, you can save any custom sort order you create.   Watch this very short video on how to do it.

Continue reading “Microsoft Dynamics GP 2013–Lookup feature (with video)”