Belinda Allen, Microsoft MVP Business Solutions
Things I've learned from years of working with Microsoft Dynamics GP.
Historical Excel Reporting for Dynamics GP. Users of Historical Excel Reporting…
I’m telling you, this tools is cheaper than building it yourself.
It’s April and spring keeps trying to break through. If you aren’t thinking about vacation, you haven’t been cooped up long enough. Once you start thinking about tropical beaches and drinks with umbrellas in them, how do you find the time? One option is Historical Excel Reporting for Dynamics GP. Users of Historical Excel Reporting…
via Who needs a vacation? — DynamicAccounting.net
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 create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin.
Originally Posted 11/11/13
This is part 2 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.
In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin. The view can be located on her blog posting below:
Continue reading “Microsoft Dynamics GP – Excel AR Trial Balance with SQL (with video)”
This is part 1 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.
Originally Posted 11/4/13
Continue reading “Microsoft Dynamics GP – Excel AR Trial Balance (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.
Continue reading “In Use/Service/Return? Microsoft Dynamics GP Inventory (with video)”
Today I am going to review some of the features of the Professional Service Tools Library in Microsoft Dynamics GP for Receivables Management.
Originally Posted 10/11/12
(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.”)
Today I am going to review some of the features of the Professional Service Tools Library in Microsoft Dynamics GP for Receivables Management.
Specifically we will:
How can Microsoft Dynamics GP improve your customers’ experience when ordering your product?
Originally Posted 9/28/12
(The attached video includes most of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)
Continue reading “Microsoft Dynamics GP Customer Item Window with Substitutes”
I frequently get asked “Why is there a separate step to age Microsoft Dynamics GP Accounts Receivable?”
Posted 4/1/2012
I frequently get asked “Why is there a separate step to age Microsoft Dynamics GP Accounts Receivable?”
Believe it or not, it’s actually a benefit to you.
I have a client who charges their customer a finance charge for all invoices 30 days or older; however experience tells them that many times they charge finance charges, only to receive the payment within a day or two causing them the extra work of writing off the finance charge.
We worked together and created a very smart plan. We change the aging periods from 1-30 to 1-45, then age and charge finance charges for invoices over 45 days old. We then change the aging period back to 1-30 and age again. This method, only ended up charging finance charges for invoices over 45 (even though their customer is expecting over 30)days old.
There are many reasons you may want or need control over aging, and with GP you have it!
Last week I was working at a client’s office helping entering receivables payments in Microsoft Dynamics GP. While entering I noticed that more often than not the cash account did not default. I realized that the customer card file had been set to pull the cash account from the customer instead of the checkbook.
Posted 2012
ALWAYS USE THE GL ACCOUNTS FROM THEIR MASTER RECORDS TO HELP KEEP SUB-MODULES BALANCED TO THE GENERAL LEDGER!
(Belinda-ism)
Today I’ll show you how to enter Deposits with Microsoft Dynamics GP Sales Order Processing (SOP) Documents.
Originally Posted September 19, 2011
Today I’ll show you how to enter Deposits with Microsoft Dynamics GP Sales Order Processing (SOP) Documents. I’ll specifically show:
Continue reading “Microsoft Dynamics GP Sales Order Processing Deposits”
Belinda Allen, Microsoft MVP Business Solutions 