Tag: Receivables

Microsoft Dynamics GP Checklists (Routines)

Watch me edit the Routines Checklists to make a customized ToDo for daily and period end procedures in Microsoft Dynamics GP!

Originally Posted August 31, 2011

Watch me edit the Routines Checklists to make a customized ToDo for daily and period end procedures in Microsoft Dynamics GP! 

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Microsoft Dynamics GP Revenue/Expense Deferrals

Here I’ll show you how easy it is to defer Revenue over a specified period of time in Dynamics GP. I’ll setup a Deferral Profile to make a template for commonly used deferrals. No more manually deferring, let GP do it for you!

Originally Posted 8/23/11 

Here I’ll show you how easy it is to defer Revenue over a specified period of time in Dynamics GP. I’ll setup a Deferral Profile to make a template for commonly used deferrals. No more manually deferring, let GP do it for you!

Continue reading “Microsoft Dynamics GP Revenue/Expense Deferrals”

Write off Routine in Microsoft Dynamics GP Receivables

This video shows both methods of writing off invoices in Receivables Management and where it gets the GL account numbers to write off to using Microsoft Dynamics GP. 

This video shows both methods of writing off invoices in Receivables Management and where it gets the GL account numbers to write off to using Microsoft Dynamics GP. 

Originally Posted 5/31/11

This video shows both methods of writing off invoices in Receivables Management and where it gets the GL account numbers to write off to using Microsoft Dynamics GP.

Continue reading “Write off Routine in Microsoft Dynamics GP Receivables”

Make Microsoft Dynamics GP SmartList work for you & Receivables

This video was made to show how to use Microsoft Dynamics GP SmartList for the practical tool of managing Documents.

Originally Posted March 18, 2011

This video was made to show how to use Microsoft Dynamics GP SmartList for the practical tool of managing what Credits, Returns and Payments need to be applied in Receivables Management. It also includes add SmartList to your menu bar and using Reminders on the Home Page.                         

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No more snail mail, email me from Microsoft Dynamics GP

This video shows how to setup and use the new email functionality in Microsoft Dynamics GP by sending attachments or embedding documents from Receivables Management, Sales Order Processing, Purchase Order Processing and Payables Management. 

This video shows how to setup and use the new email functionality in Microsoft Dynamics GP by sending attachments or embedding documents from Receivables Management, Sales Order Processing, Purchase Order Processing and Payables Management. 

Posted 3/1/2011

This video shows how to setup and use the new email functionality in Microsoft Dynamics GP by sending attachments or embedding documents from Receivables Management, Sales Order Processing, Purchase Order Processing and Payables Management.

Continue reading “No more snail mail, email me from Microsoft Dynamics GP”

Microsoft Dynamics GP Receivables Paid Transaction Removal

This video shows the steps necessary to run Paid Transaction Removal in Microsoft Dynamics GP. This will change the Document Status from OPEN to HIST. 

This video shows the steps necessary to run Paid Transaction Removal in Microsoft Dynamics GP. This will change the Document Status from OPEN to HIST. 

Posted 2/2/11

This video shows the steps necessary to run Paid Transaction Removal in Microsoft Dynamics GP. This will change the Document Status from OPEN to HIST.

Continue reading “Microsoft Dynamics GP Receivables Paid Transaction Removal”

Microsoft Dynamics GP Receivables Aging

This video shows the steps necessary to make sure your summaries are in the right aging Bucket using Microsoft Dynamics GP. 

This video shows the steps necessary to make sure your summaries are in the right aging Bucket using Microsoft Dynamics GP. 

Posted 2-1-2011

This video shows the steps necessary to make sure your summaries are in the right aging Bucket using Microsoft Dynamics GP.

Continue reading “Microsoft Dynamics GP Receivables Aging”

Microsoft Dynamics GP Receivables Summary Aged Trial Balance in SmartList

This video uses SmartList to create a Summary Aged Trial Balance for Microsoft Dynamics GP, including the steps necessary to perform to ensure the numbers are correct.

Originally Posted 1/31/2011

This video uses SmartList to create a Summary Aged Trial Balance for Microsoft Dynamics GP, including the steps necessary to perform to ensure the numbers are correct.

                         Continue reading “Microsoft Dynamics GP Receivables Summary Aged Trial Balance in SmartList”