Tag: Payables

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.

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

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.

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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.

Continue reading “Balancing Payables to General Ledger Microsoft Dynamics GP”

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”

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. 

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Payables Check Stub Options in Microsoft Dynamics GP

Today I’d like to review all of the different options available to display credit memos and other documents on Microsoft Dynamics GP check stubs.

Today I’d like to review all of the different options available to display credit memos and other documents on Microsoft Dynamics GP check stubs.

Originally Posted 9/20/12

(The attached video includes all of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

On a recent customer visit, we heard about an issue that the payables staffer was having, which was ensuring that credit memos show up correctly on check stubs. Today I’d like to review all of the different options available to display credit memos and other documents on Microsoft Dynamics GP check stubs.

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Dynamics GP Payables Management or Fancy Check Writing System?

Do not use Dynamics GP Payables Management for a fancy check writing system, use it for Managing Payables!

Tips on Microsoft Dynamics GP from Belinda Allen.

Originally Posted 8/1/2012

Do not use Dynamics GP Payables Management for a fancy check writing system, use it for Managing Payables!
Enter invoices in every day, use the correct payment terms (making sure they are setup right) and then the system will help you:
  • Determine when to pay an invoice, so you keep the cash flow as long as possible
  • Pay Invoices on time, so your credit stays good
  • Allow you use the system to manage disputed invoices (by using the hold feature)
  • Look Good to your boss, because at month end your work will be all done!

Microsoft Dynamics GP – Add a Comment on Your Check (With Video)

While visiting with a client this week, I was asked how a comment can be placed on a Microsoft Dynamics GP AP check. Apparently this client needs to occasionally, for a few specific vendors, put information on the comment or memo field of the check itself.

While visiting with a client this week, I was asked how a comment can be placed on a Microsoft Dynamics GP AP check. Apparently this client needs to occasionally, for a few specific vendors, put information on the comment or memo field of the check itself.

Originally Posted 6/7/12

While visiting with a client this week, I was asked how a comment can be placed on a Microsoft Dynamics GP AP check. Apparently this client needs to occasionally, for a few specific vendors, put information on the comment or memo field of the check itself.

Continue reading “Microsoft Dynamics GP – Add a Comment on Your Check (With Video)”

Void a Partially Applied Payables Credit Memo in Microsoft Dynamics GP

Ever try to void a Payables Credit Memo, Return or Payment in Microsoft Dynamics GP only to receive the error message that is it either on hold or partially applied?

Ever try to void a Payables Credit Memo, Return or Payment in Microsoft Dynamics GP only to receive the error message that is it either on hold or partially applied?

Originally Posted 5/10/12

Ever try to void a Payables Credit Memo, Return or Payment in Microsoft Dynamics GP only to receive the error message that is it either on hold or partially applied?

Removing a hold is easy, but what do you do if it is partially applied.

In this video I will walk you through the easiest way I found to handle just this scenario!

Continue reading “Void a Partially Applied Payables Credit Memo in Microsoft Dynamics GP”

Microsoft Dynamics GP – Miscellaneous Check

Need to print a single check for a one time purchase using Microsoft Dynamics GP?

In this video, I’ll show you how to do just that!  I’ll use the Miscellaneous Check Entry Window to avoid having to setup a vendor to get 1 check.

Originally Posted 5/4/2012

Need to print a single check for a one time purchase using Microsoft Dynamics GP?

In this video, I’ll show you how to do just that!  I’ll use the Miscellaneous Check Entry Window to avoid having to setup a vendor to get 1 check.

Continue reading “Microsoft Dynamics GP – Miscellaneous Check”

What’s the deal with the Apply Date in Microsoft Dynamics GP Payables?

The Apply Date that shows in the apply window for Microsoft Dynamics GP Payables has an important role. The apply date that is used when the invoice becomes fully applied will become the “Date Invoice Paid Off.”

The Apply Date that shows in the apply window for Microsoft Dynamics GP Payables has an important role. The apply date that is used when the invoice becomes fully applied will become the "Date Invoice Paid Off."
Posted April 2012
The Apply Date that shows in the apply window for Microsoft Dynamics GP Payables has an important role. The apply date that is used when the invoice becomes fully applied will become the “Date Invoice Paid Off.”
This field of “Date Invoice Paid Off” will determine when to display an invoice on a Historical Aged Trial Balance AND when to include the invoice’s 1099 amounts on the 1099.