Belinda Allen, Microsoft MVP Business Solutions
Things I've learned from years of working with Microsoft Dynamics GP.
This is part 3 of a 7-part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.
Originally Posted 11/18/13
This is part 3 of a 7-part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.
Continue reading “Microsoft Dynamics GP – Excel Power Pivot SOP Dashboard (with video)”
In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin.
Originally Posted 11/11/13
This is part 2 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.
In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin. The view can be located on her blog posting below:
Continue reading “Microsoft Dynamics GP – Excel AR Trial Balance with SQL (with video)”
This is part 1 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.
Originally Posted 11/4/13
Continue reading “Microsoft Dynamics GP – Excel AR Trial Balance (with video)”
A GPUG (Microsoft Dynamics GP User Group) member was asking about building a report in Excel that displayed open payables that actually matches GP. There were several great responses to his question, but now I want to add my two cents!
A GPUG (Microsoft Dynamics GP User Group) member was asking about building a report in Excel that displayed open payables that actually matches GP. There were several great responses to his question, but now I want to add my two cents!
My Friend and fellow Microsoft MVP, Victoria Yudin has made this process a lot easier for you. She has a SQL view that will organize your open payables and age them for you.
Continue reading “AP aging in Excel thanks to Victoria Yudin in Microsoft Dynamics GP”
Below is an exert from a future “Tech Tips” that I wrote for the Microsoft Dynamics GP User Group (GPUG) to send to it’s members. If you are not a member, you should review membership.
Originally Posed 1/23/13
Below is an exert from a future “Tech Tips” that I wrote for the Microsoft Dynamics GP User Group (GPUG) to send to it’s members. If you are not a member, you should review membership.
Continue reading “Microsoft Dynamics GP User Group (GPUG) Tech Tips Exert”
If you use Microsoft Dynamics GP and have ever wanted to easier way to monitor open purchase orders and line items that have been received and not invoiced, you’re in luck.
Originally Posted 5/7/2012
If you use Microsoft Dynamics GP and have ever wanted to easier way to monitor open purchase orders and line items that have been received and not invoiced, you’re in luck.
I will show you how to use Excel Refreshable Reports to monitor both Open and Historical Invoices. It’s easier than you might think!
Continue reading “Microsoft Dynamics GP – Manage Purchase Orders with Excel”
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”
November/December is the perfect time to start preparing for those pesky, yet required 1099’s in Microsoft Dynamics GP.
Continue reading “Microsoft Dynamics GP Prepare for your 1099’s”
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.
Continue reading “Microsoft Dynamics GP Payables Management Batch Review using Excel”
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”
Belinda Allen, Microsoft MVP Business Solutions 