It’s time to consider using Microsoft Dynamics GP Account Categories

With all the reporting options available that can easily access Microsoft Dynamics GP data, it’s time to consider using, if you are not already doing so, the General Ledger Account Category.

With all the reporting options available that can easily access Microsoft Dynamics GP data, it’s time to consider using, if you are not already doing so, the General Ledger Account Category.

With all the reporting options available that can easily access Microsoft Dynamics GP data, it’s time to consider using, if you are not already doing so, the General Ledger Account Category.

Continue reading “It’s time to consider using Microsoft Dynamics GP Account Categories”

Easy way to kind close a period in Microsoft Dynamics GP (with Video)

Need to stop people from entering and posting information Microsoft Dynamics GP for a period that has already completed with final Financial Statements?

Originally Posted 5/6/14

Need to stop people from entering and posting information Microsoft Dynamics GP for a period that has already completed with final Financial Statements?

Continue reading “Easy way to kind close a period in Microsoft Dynamics GP (with Video)”

Microsoft Dynamics GP 2013–Lookup feature (with video)

When looking up master records in Microsoft Dynamics GP, you can save any custom sort order you create.

Originally Posted 11/13/13

When looking up master records in Microsoft Dynamics GP, you can save any custom sort order you create.   Watch this very short video on how to do it.

What are master records?

  • Inventory Items
  • Employees
  • Customers and Prospects
  • Salespeople
  • Vendors

Belinda Allen from Njevity, Inc. shares information on Microsoft Dynamics GP.

Originally Posted 11/13/2013

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.

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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 – Voiding in Payables Management

This video reviews the date “Gotchas” in Dynamics GP Payables voiding.

Originally Posted 10/12/2011

This video reviews the date “Gotchas” in Dynamics GP Payables voiding.

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Microsoft Dynamics GP Payables and Intercompany

When you enter an Intercompany transaction in Microsoft Dynamics GP Payables Management, the posting must be set to update General Ledger.

Originally Posted October 6, 2011

When you enter an Intercompany transaction in Microsoft Dynamics GP Payables Management, the posting must be set to update General Ledger. Transactions are not posted to destination companies until they are posted in the originating company’s General Ledger.

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