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”

In Use/Service/Return? Microsoft Dynamics GP Inventory (with video)

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned. 

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned.

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned. 

Continue reading “In Use/Service/Return? Microsoft Dynamics GP Inventory (with video)”

Build Check Exception Report in Microsoft Dynamics GP Payroll

During a GPUG (Microsoft Dynamics GP User Group) training class, a student shared that their biggest issue was in not receiving an error message when there is a posting account missing. 

 

During a GPUG (Microsoft Dynamics GP User Group) training class, a student shared that their biggest issue was in not receiving an error message when there is a posting account missing.

During a GPUG (Microsoft Dynamics GP User Group) training class, a student shared that their biggest issue was in not receiving an error message when there is a posting account missing. 

In this video I show the new Microsoft Dynamics GP 2013 feature “Build Check Exception” report.

Continue reading “Build Check Exception Report in Microsoft Dynamics GP Payroll”

Removing the Social Security # on the Payroll Check Register in Microsoft Dynamics GP

For those who want to remove the Social Security Number from the (US) Payroll Check Register in Microsoft Dynamics GP, this video is for you.

For those who want to remove the Social Security Number from the (US) Payroll Check Register in Microsoft Dynamics GP, this video is for you.

For those who want to remove the Social Security Number from the (US) Payroll Check Register in Microsoft Dynamics GP, this video is for you.

Continue reading “Removing the Social Security # on the Payroll Check Register in Microsoft Dynamics GP”

Controlling when to use Payroll Deductions in Microsoft Dynamics GP

We currently have several employees that are paid both on a biweekly and monthly schedule for different types of pay.  We have to manually stop deductions and benefits on one of the pay runs so they do not show up for both types of pay.   Is there a way to mark the deductions and benefits in Microsoft Dynamics GP so that they are only associated with one of the pay types/cycles?

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We currently have several employees that are paid both on a biweekly and monthly schedule for different types of pay.  We have to manually stop deductions and benefits on one of the pay runs so they do not show up for both types of pay.   Is there a way to mark the deductions and benefits in Microsoft Dynamics GP so that they are only associated with one of the pay types/cycles?

Originally Posted 07/29/2013

Continue reading “Controlling when to use Payroll Deductions in Microsoft Dynamics GP”

Payables Cash Document Numbers in Microsoft Dynamics GP (with video)

In this video I show users how I use the Cash Document number in Microsoft Dynamics GP. 

Originally Posted 7/29/13

In this video I show users how I use the Cash Document number in Microsoft Dynamics GP.

In this video I show users how I use the Cash Document number in Microsoft Dynamics GP. 

Continue reading “Payables Cash Document Numbers in Microsoft Dynamics GP (with video)”

Using Negative Deductions in Microsoft Dynamics GP (with video)

Question:  I use manual check entry in (Microsoft Dynamics GP) to re-pay a deduction that was taken in error.  Is there a better way to do that? 

Answer:  Yes, use a negative deduction!

 

Question:  I use manual check entry in (Microsoft Dynamics GP) to re-pay a deduction that was taken in error.  Is there a better way to do that?

Answer:  Yes, use a negative deduction!

Question:  I use manual check entry in (Microsoft Dynamics GP) to re-pay a deduction that was taken in error.  Is there a better way to do that?  Answer:  Yes, use a negative deduction!

Watch this video and see how I do this in Microsoft Dynamics GP.

Continue reading “Using Negative Deductions in Microsoft Dynamics GP (with video)”

Microsoft Dynamics GP Sales Tax – More Detail

I was sent an email recently from someone who ready my January Post (link below) regarding Microsoft Dynamics GP Sales Tax Calculations.  The email requested more information on the following section of the blog:

I was sent an email recently from someone who ready my January Post (link below) regarding Microsoft Dynamics GP Sales Tax Calculations.  The email requested more information on the following section of the blog:

Originally Posted 5/29/13

I was sent an email recently from someone who ready my January Post (link below) regarding Microsoft Dynamics GP Sales Tax Calculations.  The email requested more information on the following section of the blog:

If the item is going to be delivered to the customer, AND the tax was setup with the item, we charge based on the tax details that are common in both the Item tax schedule AND the customer’s tax schedule.

Continue reading “Microsoft Dynamics GP Sales Tax – More Detail”

Bill of Materials Introduction – Microsoft Dynamics GP (with video)

Here I’ll provide a brief demonstration on the functionality of the Bill of Materials module in Microsoft Dynamics GP Inventory Control.

Here I’ll provide a brief demonstration on the functionality of the Bill of Materials module in Microsoft Dynamics GP Inventory Control.

Here I’ll provide a brief demonstration on the functionality of the Bill of Materials module in Microsoft Dynamics GP Inventory Control. 

Continue reading “Bill of Materials Introduction – Microsoft Dynamics GP (with video)”

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)”