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Intelligent Technologies, Inc.

E-book: Eight Time-Saving Dynamics GP Tips and Tricks Every User Should Know


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    If you spend much of your day working inside Dynamics GP, I’d be willing to bet you are constantly on the lookout for Dynamics GP tips to help you save time and effort. In fact, requests for Dynamics GP tips are one of the most common things our consultants hear from clients. So, earlier this year, the consulting team and I sat down and created an e-book with some of their favorite tips and tricks.

    Today, as an early holiday gift, I want to share it with the loyal audience of Dynamics GP users who count on this blog to help them make the most of their investment. Download your copy now (there’s no form to fill out).

    Here’s a sneak peek at a few of the Dynamics GP tips and tricks you’ll find inside:

    Dynamics GP Tip #1: Quickly Create New Users

    Employees will come and go, this is one of the immutable truths of business. And, as any Dynamics GP user knows, creating accounts in the system for new employees can be a chore. Thankfully, with Dynamics GP 2015, Microsoft introduced a great new feature that makes this much easier. It’s called “Copy User Settings.” Instead of creating a checklist, now you can simply copy the home page and area settings from one user to another.

    How it works:

    1. Login as sa (only this account can create new users).
    2. Use the main menu to navigate to Microsoft Dynamics GP > Tools > Set Up > System > User > Copy User Settings.

     

    Dynamics GP Tip #2: Keyboard Shortcuts for Copy and Paste

    Did you know the copy and paste keyboard shortcuts you’ve grown to know and love in Microsoft Office are also available in Dynamics GP? If you like to do is much as you can without taking your hands off the keyboard, or you find right clicking frustrating, this tip is for you.

    How it works:

    • Control + C = copy
    • Control + V = paste

     

    Dynamics GP Tip #3: Allow/Prevent Account Entry

    As anyone who has reconciled their accounts in Dynamics GP knows, keeping your general ledger and sub ledgers in sync is key. To help with this, it’s a good idea to prevent users from posting journal entries directly to your control account.

    How it works:

    1. Navigate to your GL account card
    2. Uncheck the “allow account entry option

     

    There you have it, three quick Dynamics GP tips to help you get more done in less time. Want more details on the tips we covered here? Get your copy of the Dynamics GP tips and tricks e-book. In it, you will find helpful screenshots and five more tips I didn’t cover here. Go ahead, give yourself the gift of more time.

    Hungry for even more Dynamics GP tips and tricks? Visit our Dynamics GP FAQs page and blog. Here, our experts share a variety of helpful information for Dynamics GP users.

    By: Laura Schomaker, Intelligent Technologies, Inc., a South Carolina Dynamics GP partner.

    www.inteltech.com

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