Microsoft Dynamics GP – Excel AR Trial Balance with SQL (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)”

Microsoft Dynamics GP–Purchase Order (POP) warning feature (with video)

In Microsoft Dynamics GP there is a little feature with a BIG benefit. You can setup Purchase Order Processing or POP to warn you if you try to close a Purchase Order when there are remaining quantities received but not invoiced.

Originally Posted 11/7/2013

In Microsoft Dynamics GP there is a little feature with a BIG benefit.  You can setup Purchase Order Processing or POP to warn you if you try to close a Purchase Order when there are remaining quantities received but not invoiced.  This can save you a BIG reconciliation headache.

Continue reading “Microsoft Dynamics GP–Purchase Order (POP) warning feature (with video)”

Microsoft Dynamics GP – Excel AR Trial Balance (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

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.

Continue reading “Microsoft Dynamics GP – Excel AR Trial Balance (with video)”

Transfer Inventory to Fixed Assets in Microsoft Dynamics GP

A Microsoft GP User sent me an email asking about how they can consume inventory items for use and how they can transfer inventory items to Fixed Assets. For the second part, I found a fabulous blog posting from my friend and fellow Microsoft MVP, Mariano Gomez

Originally posted August 13, 2013

A Microsoft GP User sent me an email asking about how they can consume inventory items for use and how they can transfer inventory items to Fixed Assets.  For the second part, I found a fabulous blog posting from my friend and fellow Microsoft MVP, Mariano Gomez (the link is below).

Continue reading “Transfer Inventory to Fixed Assets in Microsoft Dynamics GP”

How to track changes in Payroll in Microsoft Dynamics GP (with video)

Every time I teach a GPUG (Microsoft Dynamics GP User Group) Payroll training class I am asked about how changes to payroll records can be tracked. In this video, I show you how!

Originally Posted on August 9, 2013

Every time I teach a GPUG (Microsoft Dynamics GP User Group) Payroll training class I am asked about how changes to payroll records can be tracked.  In this video, I show you how!

Continue reading “How to track changes in Payroll in Microsoft Dynamics GP (with video)”

Balancing Payables to General Ledger Microsoft Dynamics GP

In this video I walk through the steps I use when I start a project balancing Payables to the General Ledger in Microsoft Dynamics GP.

Originally Posted August 8, 2013

In this video I walk through the steps I use when I start a project balancing Payables to the General Ledger in Microsoft Dynamics GP.

Continue reading “Balancing Payables to General Ledger Microsoft Dynamics GP”

AP aging in Excel thanks to Victoria Yudin in Microsoft Dynamics GP

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.

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!

Continue reading “AP aging in Excel thanks to Victoria Yudin in Microsoft Dynamics GP”