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Sabrina Zimara, DFC Consultants

Ten Quick Tips and Features for Everyday Microsoft Dynamics GP Users


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    There are numerous features that even everyday Microsoft Dynamics GP users may over look. We’ve compiled ten tips and features for Microsoft Dynamics GP that you may benefit from.

    Copy Settings

    You can save time when creating new user records by copying home page roles, content, and settings from one user to another

    Different Menu Views Are Available

    There are different display options for your menu ribbon that you can choose based on your preference.

    Different menu views available in Microsoft Dynamics GP

    Save time by directly attaching documents from a scanner to the account in GP.

    Copy and Paste

    You can paste data directly from Excel to your GL!

    Inactive accounts at Year End

    You can remove unused segment numbers or maintain inactive accounts at Year End. There are three options including:

    deleting all inactive accounts with zero balances

    keeping all inactive accounts with zero balances

    deleting inactive accounts with zero balances that have no budget amounts while keeping inactive accounts with zero balances that DO have budget amounts

    Purchase Order Processing – Historical Received Not Invoiced

    There is a new SSRS report that allows you to see by specific date what items were received into inventory but not invoiced.

    Automatically Update Cash Receipts

    Once marked, Cash Receipts entered will be automatically deposited to the correct checkbooks. From there, the deposits will also update the checkbook balance.

    Fixed Assets Reverse Depreciation

    You can reverse depreciation for all assets or for a group of assets using the Depreciation Process Information window. A progress bar will keep tabs on the status.

    Perform Maintenance in GP without Disruptions

    You have the ability to take your company offline and limit the access your users have so you can do maintenance or work on settings in GP.

    Document attachment

    You can attach a document from any note window in GP by clicking Notepad>paperclip>attach>browse to file and select

    Leave your favorite Microsoft Dynamics GP tips in the comments section below. If you're looking for additional help and support for Dynamics GP, feel free to contact the professionals at DFC Consultants, a Microsoft Gold Certified Partner.

    by DFC Consultants

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