Things I've learned from years of working with Microsoft Dynamics GP.
To continue with this week’s topic on making mistakes, use the correct feature to fix a Microsoft Dynamics GP GL entry.
To continue with this week’s topic on making mistakes, use the correct feature to fix a Microsoft Dynamics GP GL entry.
Continue reading “Correct or copy a Microsoft Dynamics GP GL entry”
Use default Microsoft Dynamics GP GL accounts with Vendors to make entering distributions easier in Payables. If you are not currently doing this, you are wasting time.
Use default Microsoft Dynamics GP GL accounts with Vendors to make entering distributions easier in Payables. If you are not currently doing this, you are wasting time.
Continue reading “Default Distributions in Microsoft Dynamics GP Payables?”
No screenshot here because this rule is the same no matter where you are in ANY accounting software (including Microsoft Dynamics GP.)
No screenshot here because this rule is the same no matter where you are in ANY accounting software (including Microsoft Dynamics GP.)
This video shows a new feature of GP2010 R2, emailing reports directly from Microsoft Dynamics GP. It’s fast and simple. Here I am sending out an Aged Trial Balance with Options from Microsoft Dynamics GP Payables Management.
Originally Posted 5/16/2011 
This video shows a new feature of GP2010 R2, emailing reports directly from Microsoft Dynamics GP. It’s fast and simple. Here I am sending out an Aged Trial Balance with Options from Microsoft Dynamics GP Payables Management.
In this Video I show how to maintain Budget Transaction History, Enter Budget Transactions and how I use multiple Microsoft Dynamics GP Budgets in FRx (although it could be Management Reporter, Jet Reports, or any financial reporting tool).
Originally Posted 5-18-2011
In this Video I show how to maintain Budget Transaction History, Enter Budget Transactions and how I use multiple Microsoft Dynamics GP Budgets in FRx (although it could be Management Reporter, Jet Reports, or any financial reporting tool).
Continue reading “Microsoft Dynamics GP Budget Transactions & Adjusted Budgets (Video)”
In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets. Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did. See the blog post for the script.
In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets. Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did. See the blog post for the script.
Continue reading “Microsoft Dynamics GP GL Summaries vs. GL Budgets (Video)”
No screenshot here because this rule is the same no matter where you are in ANY accounting software (including Microsoft Dynamics GP.)
When you make a mistake, reverse it or void it. DO NOT ADJUST IT!
If you have a transaction that is partially wrong, do not make an entry to correct the wrong part. Void or reverse the ENTIRE entry and start again. I cannot tell you how many times I get called in to help because someone tried to correct an entry, only to make another error, then another and then it’s a big mess.
You’ll save yourself a LOT of grief to void the entire entry and re-enter correctly.
Besides, do you really want to explain it to the auditors at the end of the year as well?
Use Microsoft Dynamics GP SmartList and add the “Posted Date” or “Originating Posted Date” to your object. This will be the actual system date (the date in the bottom right-hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question.
Originally Posted 3/29/12
Image from Microsoft Dynamics GP 2018
Use Microsoft Dynamics GP SmartList and add the “Posted Date” or “Originating Posted Date” to your object. This will be the actual system date (the date in the bottom right-hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question.
Another great rea/son to look at this field is for problem-solving. Imagine that your checkbook (bank reconciliation) is in balance to your GL yesterday, but today it’s not. Use Smartlist to see what was ACTUALLY posted today regardless of the GL Posting or Transaction date. That’s where your problem will be.
Although Microsoft Dynamics GP Navigation Lists have been around a while, not many use them regularly. In this video, I’ll use the Vendor Navigation List to see which vendors are on Hold, Apply Vendor Holds and remove Vendor Holds.
Although Microsoft Dynamics GP Navigation Lists have been around a while, not many use them regularly. In this video, I’ll use the Vendor Navigation List to see which vendors are on Hold, Apply Vendor Holds and remove Vendor Holds.
Continue reading “Vendor Navigation List in Microsoft Dynamics GP (with Video)”
In this video, I show the 2 different methods for apply Returns, Credit Memo’s and Prepayments to Microsoft Dynamics GP Payables Documents; while creating a check and without creating a check.
Originally Posted 05/18/2011
In this video, I show the 2 different methods for apply Returns, Credit Memo’s and Prepayments to Microsoft Dynamics GP Payables Documents; while creating a check and without creating a check.
Continue reading “Manually apply Microsoft Dynamics GP AP documents”
