Belinda Allen, Microsoft MVP Business Solutions
Things I've learned from years of working with Microsoft Dynamics GP.
In the attached 23-minute video, I walk you through the process of using eOne Software’s Excel Builder in Microsoft Dynamics GP and Excel to create a dashboard to assist in budget to actual comparisons.
If you create budgets, you’ll need to compare them to actual numbers to see how close you are coming to your estimates/forecasts/budgets.
If you are holding Department Heads/Managers accountable to budgets, they need to review how they are doing along the way.
In the attached 23-minute video, I walk you through the process of using eOne Software’s Excel Builder in Microsoft Dynamics GP and Excel to create a dashboard to assist in budget to actual comparisons.
Last week, a Microsoft Dynamics GP User (Glenda) asked about making an Excel Refreshable Report refreshable. She not only wanted the table to refresh, but she wanted the associated PivotTable to refresh as well.
Last week, a Microsoft Dynamics GP User (Glenda) asked about making an Excel Refreshable Report refreshable. She not only wanted the table to refresh, but she wanted the associated PivotTable to refresh as well.
Continue reading “Using Microsoft Excel to create a Dynamics GP auto refreshing report (Video)”
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”
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)”
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.
Continue reading “Microsoft Dynamics GP 2013–Lookup feature (with video)”
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”
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)”
There are two common reasons why the Microsoft Dynamics GP Bank Reconciliation Checkbook Balance and the General Ledger Checkbook Balance do not match.
Originally Posted 7/31/2012
The following is an exerpt from the GPUG Tech Tips for August 2012.
Most Common Reasons for Variances in Balances
There are two common reasons why the Microsoft Dynamics GP Bank Reconciliation Checkbook Balance and the General Ledger Checkbook Balance do not match.
Continue reading “Microsoft Dynamics GP Bank Rec out of balance to your GL?”
Today I want to talk about identifying journal entries in Microsoft Dynamics GP that come from a particular source. An example of this would be entries that come from your CPA.
Originally Posted 9/6/2012
Today I want to talk about identifying journal entries in Microsoft Dynamics GP that come from a particular source. An example of this would be entries that come from your CPA. Whether the entries are received after a month end financial statement review, end-of-the-year review or after an annual audit you may want to track that these entries come from your CPA rather than your internal team.
The easiest way to accomplish this in Microsoft Dynamics GP is to create a new source document. Every journal entry in the general ledger is assigned a source document to identify where this entry originated. For example, if this entry came from payables management module and was an invoice the source document would PMTRX. So let’s create a source document called CPA to identify all transactions that we receive from our CPA.
Continue reading “Using Microsoft Dynamics GP Source Documents to identify GL entries”
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.
Continue reading “Microsoft Dynamics GP – Voiding in Payables Management”
Belinda Allen, Microsoft MVP Business Solutions 