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Posts Tagged ‘dynamics gp tips and tricks’

2019 Dynamics GP Year End Close Guide

When you only do something once a year, it’s hard to remember all the ins and outs. That is definitely true with closing out your Dynamics GP books at the end of the year. Even our experts who work on the year end close for many of our clients each year, still have little things […]

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E-Guide: Dynamics GP Year End Closing Tips from the Experts

Dynamics GP year end closing, it’s a stressful and busy time for most accountants. I daresay most of you would not consider it one of your favorite times of year. Even if you have alot of experience with the process, it can still seem daunting and be more time-consuming than you would like. However, there […]

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

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 […]

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GP Tips: Generating Custom General Ledger Reports Using SmartList

 by Briley Acker, CPA Among the standard lists under the SmartList tool in GP is the Account Transactions report. This standard list can be quickly modified to give users a detailed General Ledger report that can be exported to Excel cleanly and promptly. Unlike the General Ledger report that can be pulled from the GP […]

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How to copy GP General Journal entries from Excel

Here is the latest in our series of power-user tips for Dynamics GP -- read on for time-saving advice on using Microsoft GP like a pro... Ever wonder how to copy and paste General Journal Entries from Excel? Here's how: Set up the Excel Spreadsheet with four columns in this order: Account Description, Account, Debit […]

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Add a Feature to an Existing Microsoft Dynamics GP Installation

Open control panel > Programs > Programs and features Select Microsoft Dynamics GP and click Change Select Add/Remove Features and it will move you to the next screen. Right click on the Fixed Asset Management feature (Or any feature that you want to install, provided it’s already installed on the server) and select ‘Run from […]

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Vendor Combiner & Modifier in Microsoft Dynamics GP

In some cases, there is a need to combine two vendors into a single vendor. For instance, if two vendors were set up independently but should only be a single vendor, and both have open or historical documents. Additionally, you may want to rename a vendor to streamline your vendor list or correct a typo. […]

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Bank Deposit, Bank Transactions, & Reconcile Bank Statement Windows in Microsoft Dynamics GP

In Dynamics GP there are a few windows related to cash receipt, bank activity and reconciliation of bank statements; below is a breakdown of each window: Bank Deposit – enter a deposit of funds (with or without receipt) that updates the checkbook Cash Receipt Entry – recording of funds received from a customer Bank Transactions […]

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Dynamics GP Tip: Automatically Generate Purchase Orders for Stock Replenishment

Automating redundant tasks in Dynamics GP is a great way to simplify your workload and free up time for important tasks. This Dynamics GP tip, written by Sean Hunter with Turnkey Technologies, can be used to automatically create replenishment for items that have fallen below minimum amounts required for stock levels. The process also identifies any […]

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Must Watch Dynamics GP Training for New Users

If you’ve ever added someone to your accounting team who had no previous experience with Microsoft Dynamics GP, or they were used to a completely different workflow then what your organization uses, I am sure you’ve probably wondered, what the best way is to get these individuals comfortable with the system quickly. Since this is […]

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