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”

When did it post in Microsoft Dynamics GP (with video)

I noticed today the following message from a Microsoft Dynamics GP user on GPUG Collaborate:

Does anyone know how to run a trial balance or JE listing out of GP or a Smartlist that shows the date that the entry was originally recorded?  For instance, all December 2012 entries that were recorded and posted after January 15, 2013. 

I noticed today the following message from a Microsoft Dynamics GP user on GPUG Collaborate: Does anyone know how to run a trial balance or JE listing out of GP or a Smartlist that shows the date that the entry was originally recorded?  For instance, all December 2012 entries that were recorded and posted after January 15, 2013. 

I noticed today the following message from a Microsoft Dynamics GP user on GPUG Collaborate:

Does anyone know how to run a trial balance or JE listing out of GP or a Smartlist that shows the date that the entry was originally recorded?  For instance, all December 2012 entries that were recorded and posted after January 15, 2013. 

Microsoft Partner Rod O’Connor from Briware Solutions gave a great answer regarding how to have this show in SmartList.

Continue reading “When did it post in Microsoft Dynamics GP (with video)”

Microsoft Dynamics GP Posting Dates (Transaction vs. GL)

What are there 2 dates in Dynamics GP on all transaction except the General Ledger? I answer this question for you, along with the why’s and wherefores? The dates can be confusing, but this video helps you understand the difference between the 2 dates and how they are used. 

What are there 2 dates in Dynamics GP on all transaction except the General Ledger? I answer this question for you, along with the why’s and wherefores? The dates can be confusing, but this video helps you understand the difference between the 2 dates and how they are used.

Continue reading “Microsoft Dynamics GP Posting Dates (Transaction vs. GL)”