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.

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?

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.

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.

 

What are master records?

  • Inventory Items
  • Employees
  • Customers and Prospects
  • Salespeople
  • Vendors

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

Originally Posted 11/13/2013

Microsoft Dynamics GP Payables and Intercompany

When you enter an Intercompany transaction in Microsoft Dynamics GP Payables Management, the posting must be set to update General Ledger.

Originally Posted October 6, 2011

When you enter an Intercompany transaction in Microsoft Dynamics GP Payables Management, the posting must be set to update General Ledger. Transactions are not posted to destination companies until they are posted in the originating company’s General Ledger.

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Modifying Reminders’ display on the Dynamics GP Home page

Check out this very cool thing Rubal (my former team mate) did on the home page of Microsoft Dynamics GP! She changed the fonts for the reminders!

Originally Posted October 2011

Check out this very cool thing Rubal, (my former team mate) did on the home page of Microsoft Dynamics GP! She changed the fonts for the reminders!

Continue reading “Modifying Reminders’ display on the Dynamics GP Home page”