Using Microsoft Dynamics GP SmartList with Bank Transactions (Video)

Using SmartList to review Microsoft Dynamics GP Bank Transactions with default settings doesn’t provide you with the balance information, for which you are probably seeking.  Why?  Receipts are included in detail AND as Deposits.  How can you remove the receipts from view?  Watch this video and find out!

Using SmartList to review Microsoft Dynamics GP Bank Transactions with default settings doesn’t provide you with the balance information, for which you are probably seeking.  Why?  Receipts are included in detail AND as Deposits.  How can you remove the receipts from view?  Watch this video and find out!

Using SmartList to review Microsoft Dynamics GP Bank Transactions with default settings doesn’t provide you with the balance information, for which you are probably seeking.  Why?  Receipts are included in detail AND as Deposits.  How can you remove the receipts from view?  Watch this video and find out!

Continue reading “Using Microsoft Dynamics GP SmartList with Bank Transactions (Video)”

Microsoft Dynamics GP 2018 Feature of the Day-Copy User Access across AA Dimensions — CAL Business Solutions-Microsoft Dynamics GP-ERP Partner

Here’s a great Post from Connecticut based CAL Business Solutions on a new Microsoft Dynamics GP 2018 Analytical Accounting feature!

AA user Access Window

Here’s a great Post from Connecticut based CAL Business Solutions on a new Microsoft Dynamics GP 2018 Analytical Accounting feature!

Copy User access settings in Analytical accounting from one user to another​ Are you a CAL client interested in installing Microsoft Dynamics GP 2018? Contact us first. CAL Business Solutions 860-485-0910 or support@calszone.com By CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner, http://www.calszone.com Read original post at: HERE

The link to the entire post is below.

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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”

Updating Vendor Status using Microsoft Dynamics GP Integration Manager

Last week a Microsoft Dynamics GP user asked a question in the GPUG (GP User Group) forum, asking how to perform a mass vendor cleanup.  Here is a video of how I used SmartList and Integration Manager to perform these mass changes.

GPUG

Last week a Microsoft Dynamics GP user asked a question in the GPUG (GP User Group) forum, asking how to perform a mass vendor cleanup.  Here is a video of how I used SmartList and Integration Manager to perform these mass changes.

Continue reading “Updating Vendor Status using Microsoft Dynamics GP Integration Manager”

Making FRx work with unsupported versions of Microsoft Dynamics GP — Dynamics Confessions Blogspot

Below is a Post from fellow MVP and my Good Friend Leslie Vail.    Please note, that in my opinion, using Management Reporter is fine, but it is not the tool I recommend.  That being said, this post is not about using Management Reporter, it’s about continuing to use FRx.  Later this month, I’ll be highlighting the reporting tool I recommend for Microsoft Dynamics GP.

Below is a Post from fellow MVP and my Good Friend Leslie Vail.    Please note, that in my opinion, using Management Reporter is fine, but it is not the tool I recommend.  That being said, this post is not about using Management Reporter, it's about continuing to use FRx.  Later this month, I'll be highlighting the reporting tool I recommend for Microsoft Dynamics GP.

Below is a Post from fellow MVP and my Good Friend Leslie Vail.    Please note, that in my opinion, using Management Reporter is fine, but it is not the tool I recommend.  That being said, this post is not about using Management Reporter, it’s about continuing to use FRx.  Later this month, I’ll be highlighting the reporting tool I recommend for Microsoft Dynamics GP.

 

 

Continue reading “Making FRx work with unsupported versions of Microsoft Dynamics GP — Dynamics Confessions Blogspot”

Microsoft Dynamics GP 2018 new Payment Feature (with video)

Check out the new Microsoft Dynamics GP 2018 Payables feature. 

Check out the new Microsoft Dynamics GP 2018 Payables feature.

payment

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Microsoft Dynamics GP SOP, Which Status Field to use when building reports

When creating reports using Microsoft Dynamics GP Sales Order Processing (SOP) data, there are 8 potential status fields.  Watch the following video to see an explanation of these 8 fields.  In the video, Belinda uses Microsoft Excel and Get & Transform (the tool formerly known as Query Editor to review the SalesLineItems view in GP.

When creating reports using Microsoft Dynamics GP Sales Order Processing (SOP) data, there are 8 potential status fields.  Watch the following video to see an explanation of these 8 fields.  In the video, Belinda uses Microsoft Excel and Get & Transform (the tool formerly known as Query Editor to review the SalesLineItems view in GP.

Since the Early 80’ Microsoft Dynamics GP has been an ERP industry leader.
Since the Early 80’ Microsoft Dynamics GP has been an ERP industry leader.

Continue reading “Microsoft Dynamics GP SOP, Which Status Field to use when building reports”