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 Payables Management Batch Review using Excel

The attached videos and steps show how to use Microsoft Excel to check unposted Payables entries along with their distributions for Microsoft Dynamics GP.

Originally Posted October 14, 2011

The attached videos and steps show how to use Microsoft Excel to check unposted Payables entries along with their distributions for Microsoft Dynamics GP.

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Microsoft Dynamics GP GL Trial Balance made easy with Excel Pivot Tables

This video shows how to create a very easy, REFRESHABLE, General Ledger Summary Trial Balance using Microsoft Dynamics GP Excel Refreshable Reports. The power’s in the Pivot! 

Originally Posted 6/6/11

This video shows how to create a very easy, REFRESHABLE, General Ledger Summary Trial Balance using Microsoft Dynamics GP Excel Refreshable Reports. The power’s in the Pivot!

Note this is an older post, but this method still exists and is super easy, so it’s still valuable.

Continue reading “Microsoft Dynamics GP GL Trial Balance made easy with Excel Pivot Tables”

Microsoft Dynamics GP Vendor Analysis, made simple and cool

Today I want to show you how to use Excel Pivot tables and Microsoft Dynamics GP Excel Refreshable reports to create a Vendor Analysis Report that one of my customers requested. 

Today I want to show you how to use Excel Pivot tables and Microsoft Dynamics GP Excel Refreshable reports to create a Vendor Analysis Report that one of my customers requested. 

Originally Posted 6/6/11

Today I want to show you how to use Excel Pivot tables and Microsoft Dynamics GP Excel Refreshable reports to create a Vendor Analysis Report that one of my customers requested.

It provides you the total amount billed, showing paid and unpaid for a specified Time period. This is a great tool to assist in Budgeting and Month End Closings.

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Microsoft Dynamics GP Sales Order Processing Analysis in Excel

Use Microsoft Dynamics GP Excel Refreshable Reports to create amazing Sales Order Processing (SOP) analysis Reports. Pivot Tables never looked so good! 

Use Microsoft Dynamics GP Excel Refreshable Reports to create amazing Sales Order Processing (SOP) analysis Reports. Pivot Tables never looked so good! 

Originally Posted 6/1/2011

Use Microsoft Dynamics GP Excel Refreshable Reports to create amazing Sales Order Processing (SOP) analysis Reports. Pivot Tables never looked so good!

Continue reading “Microsoft Dynamics GP Sales Order Processing Analysis in Excel”