Microsoft Dynamics GP – Add a Comment on Your Check (With Video)

While visiting with a client this week, I was asked how a comment can be placed on a Microsoft Dynamics GP AP check. Apparently this client needs to occasionally, for a few specific vendors, put information on the comment or memo field of the check itself.

While visiting with a client this week, I was asked how a comment can be placed on a Microsoft Dynamics GP AP check. Apparently this client needs to occasionally, for a few specific vendors, put information on the comment or memo field of the check itself.

Originally Posted 6/7/12

While visiting with a client this week, I was asked how a comment can be placed on a Microsoft Dynamics GP AP check. Apparently this client needs to occasionally, for a few specific vendors, put information on the comment or memo field of the check itself.

Continue reading “Microsoft Dynamics GP – Add a Comment on Your Check (With Video)”

Microsoft Dynamics GP – Miscellaneous Check

Need to print a single check for a one time purchase using Microsoft Dynamics GP?

In this video, I’ll show you how to do just that!  I’ll use the Miscellaneous Check Entry Window to avoid having to setup a vendor to get 1 check.

Originally Posted 5/4/2012

Need to print a single check for a one time purchase using Microsoft Dynamics GP?

In this video, I’ll show you how to do just that!  I’ll use the Miscellaneous Check Entry Window to avoid having to setup a vendor to get 1 check.

Continue reading “Microsoft Dynamics GP – Miscellaneous Check”

Where’s the cash Account for this Microsoft Dynamics GP Cash Receipt?

Last week I was working at a client’s office helping entering receivables payments in Microsoft Dynamics GP. While entering I noticed that more often than not the cash account did not default. I realized that the customer card file had been set to pull the cash account from the customer instead of the checkbook.

Last week I was working at a client’s office helping entering receivables payments in Microsoft Dynamics GP. While entering I noticed that more often than not the cash account did not default. I realized that the customer card file had been set to pull the cash account from the customer instead of the checkbook.

Posted 2012

Last week I was working at a client’s office helping entering receivables payments in Microsoft Dynamics GP. While entering I noticed that more often than not the cash account did not default. I realized that the customer card file had been set to pull the cash account from the customer instead of the checkbook.
This is something I strongly advise against. If you use Bank Reconciliation to balance your checkbook, you could easily cause your balances to go out of balance if you do not pull the checkbook account from the checkbook ID rather than the customer ID.
In your Customer Maintenance Window, click on the Accounts button and at the top of the Customer Accounts Maintenance window you’ll see this option. (Note that you can look this up in mass using Smart List.)

ALWAYS USE THE GL ACCOUNTS FROM THEIR MASTER RECORDS TO HELP KEEP SUB-MODULES BALANCED TO THE GENERAL LEDGER!

(Belinda-ism)

 

Microsoft Dynamics GP Sales Order Processing Deposits

Today I’ll show you how to enter Deposits with Microsoft Dynamics GP Sales Order Processing (SOP) Documents.

Originally Posted September 19, 2011

Today I’ll show you how to enter Deposits with Microsoft Dynamics GP Sales Order Processing (SOP) Documents. I’ll specifically show: 

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Microsoft Dynamics GP Payables Management Check Stub

I frequently get asked about why in Microsoft Dynamics GP credits and returns; along with the invoices they are applied to, show up on computer checks. In this video, I’ll show why they show up and how to control their appearance. 

Originally Posted 7/25/11

I frequently get asked about why in Microsoft Dynamics GP credits and returns; along with the invoices they are applied to, show up on computer checks. In this video, I’ll show why they show up and how to control their appearance. 

I frequently get asked about why in Microsoft Dynamics GP credits and returns; along with the invoices they are applied to, show up on computer checks. In this video, I’ll show why they show up and how to control their appearance.

 

Continue reading “Microsoft Dynamics GP Payables Management Check Stub”

Microsoft Dynamics GP Checkbook Balance Review

In this video,  I compare the balance between the Microsoft Dynamics GP Bank Reconciliation Checkbook Balance and the General Ledger Checkbook Balance. 

In this video,  I compare the balance between the Microsoft Dynamics GP Bank Reconciliation Checkbook Balance and the General Ledger Checkbook Balance. 

Originally Posted 6/29/11

In this video,  I compare the balance between the Microsoft Dynamics GP Bank Reconciliation Checkbook Balance and the General Ledger Checkbook Balance.

Continue reading “Microsoft Dynamics GP Checkbook Balance Review”