Microsoft Dynamics GP – Why avoid 3D charts in Excel? (video)

This is part 6 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

This is part 6 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Why avoid 3D charts in Excel? (video)”

Microsoft Dynamics GP – Open Purchase Order Table (with video)

This is part 5 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 12/2/13

This is part 5 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Open Purchase Order Table (with video)”

Microsoft Dynamics GP – Excel Power Pivot SOP Dashboard (with video)

This is part 3 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 11/18/13

This is part 3 of a 7-part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Excel Power Pivot SOP Dashboard (with video)”

Microsoft Dynamics GP – Excel AR Trial Balance with SQL (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)”

Microsoft Dynamics GP – Excel AR Trial Balance (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

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.

Continue reading “Microsoft Dynamics GP – Excel AR Trial Balance (with video)”

How to track changes in Payroll in Microsoft Dynamics GP (with video)

Every time I teach a GPUG (Microsoft Dynamics GP User Group) Payroll training class I am asked about how changes to payroll records can be tracked. In this video, I show you how!

Originally Posted on August 9, 2013

Every time I teach a GPUG (Microsoft Dynamics GP User Group) Payroll training class I am asked about how changes to payroll records can be tracked.  In this video, I show you how!

Continue reading “How to track changes in Payroll in Microsoft Dynamics GP (with video)”

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”

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”