Microsoft Dynamics GP User Group (GPUG) Tech Tips Exert

Below is an exert from a future “Tech Tips” that I wrote for the Microsoft Dynamics GP User Group (GPUG) to send to it’s members.  If you are not a member, you should review membership. 

Originally Posed 1/23/13

Below is an exert from a future “Tech Tips” that I wrote for the Microsoft Dynamics GP User Group (GPUG) to send to it’s members.  If you are not a member, you should review membership.

 

Continue reading “Microsoft Dynamics GP User Group (GPUG) Tech Tips Exert”

Microsoft Dynamics GP Prepare for your 1099’s

November/December is the perfect time to start preparing for those pesky, yet required 1099’s in Microsoft Dynamics GP.

Originally Posted November 9, 2011
 First step is making sure you have a Tax ID for all your 1099 vendors. In this video I’ll show you how to:

Continue reading “Microsoft Dynamics GP Prepare for your 1099’s”

Microsoft Dynamics GP Payables Management Batch Review using Excel

The attached videos and steps show how to use Microsoft Excel to check unposted Payables entries along with their distributions for Microsoft Dynamics GP.

Originally Posted October 14, 2011

The attached videos and steps show how to use Microsoft Excel to check unposted Payables entries along with their distributions for Microsoft Dynamics GP.

Continue reading “Microsoft Dynamics GP Payables Management Batch Review using Excel”

Microsoft Dynamics GP Source Documents and Audit Trail Codes

Let’s talk about the Source Document and Audit Trail in Microsoft Dynamics GP posting:

Originally posted 9/27/2011

Let’s talk about the Source Document and Audit Trail in Microsoft Dynamics GP posting:
• Where is created?
• Where is it used?
• Why is an audit trail code important?
• How can I use the Source Document code in Smartlist?

Continue reading “Microsoft Dynamics GP Source Documents and Audit Trail Codes”

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”

Microsoft Dynamics GP Posting Dates (Transaction vs. GL)

What are there 2 dates in Dynamics GP on all transaction except the General Ledger? I answer this question for you, along with the why’s and wherefores? The dates can be confusing, but this video helps you understand the difference between the 2 dates and how they are used. 

What are there 2 dates in Dynamics GP on all transaction except the General Ledger? I answer this question for you, along with the why’s and wherefores? The dates can be confusing, but this video helps you understand the difference between the 2 dates and how they are used.

Continue reading “Microsoft Dynamics GP Posting Dates (Transaction vs. GL)”

Microsoft Dynamics GP Metrics Dashboard

You would not drive your car without a dashboard, why do you drive your business without one? Using Microsoft SQL Server Reporting Services with Microsoft SQL Server 2008 and Microsoft Dynamics GP 2010 R2, will give you a dashboard with the click of 1 box. No kidding, watch me do it in this video! 

Originally Posted 8/3/2011

You would not drive your car without a dashboard, why do you drive your business without one? Using Microsoft SQL Server Reporting Services with Microsoft SQL Server 2008 and Microsoft Dynamics GP 2010 R2, will give you a dashboard with the click of 1 box. No kidding, watch me do it in this video!

Home

Continue reading “Microsoft Dynamics GP Metrics Dashboard”

Microsoft Dynamics GP GL Trial Balance made easy with Excel Pivot Tables

This video shows how to create a very easy, REFRESHABLE, General Ledger Summary Trial Balance using Microsoft Dynamics GP Excel Refreshable Reports. The power’s in the Pivot! 

Originally Posted 6/6/11

This video shows how to create a very easy, REFRESHABLE, General Ledger Summary Trial Balance using Microsoft Dynamics GP Excel Refreshable Reports. The power’s in the Pivot!

Note this is an older post, but this method still exists and is super easy, so it’s still valuable.

Continue reading “Microsoft Dynamics GP GL Trial Balance made easy with Excel Pivot Tables”

Microsoft Dynamics GP Vendor Analysis, made simple and cool

Today I want to show you how to use Excel Pivot tables and Microsoft Dynamics GP Excel Refreshable reports to create a Vendor Analysis Report that one of my customers requested. 

Today I want to show you how to use Excel Pivot tables and Microsoft Dynamics GP Excel Refreshable reports to create a Vendor Analysis Report that one of my customers requested. 

Originally Posted 6/6/11

Today I want to show you how to use Excel Pivot tables and Microsoft Dynamics GP Excel Refreshable reports to create a Vendor Analysis Report that one of my customers requested.

It provides you the total amount billed, showing paid and unpaid for a specified Time period. This is a great tool to assist in Budgeting and Month End Closings.

Continue reading “Microsoft Dynamics GP Vendor Analysis, made simple and cool”

Microsoft Dynamics GP Sales Order Processing Analysis in Excel

Use Microsoft Dynamics GP Excel Refreshable Reports to create amazing Sales Order Processing (SOP) analysis Reports. Pivot Tables never looked so good! 

Use Microsoft Dynamics GP Excel Refreshable Reports to create amazing Sales Order Processing (SOP) analysis Reports. Pivot Tables never looked so good! 

Originally Posted 6/1/2011

Use Microsoft Dynamics GP Excel Refreshable Reports to create amazing Sales Order Processing (SOP) analysis Reports. Pivot Tables never looked so good!

Continue reading “Microsoft Dynamics GP Sales Order Processing Analysis in Excel”