Download and Print: GP Annual Physical – Several Tools to Help You Diagnose the Health of Your GP System What is a GP Annual Checkup? Your annual physical examination can be a source of reassurance that you’re as healthy as you feel – or it can feel like an alarm system to catch health problems [...]
continue reading...Archive for the ‘Accounts Payable’ Category
Microsoft Dynamics GP Tip: Excluding Inactive Customers or Vendors from Lookup Screen
Download and Print: Excluding Inactive Customers or Vendors from Lookup Screen If you have inactivated customer or vendors, GP allow you to hide them from the Default lookup screen: BEFORE: Make sure the Vendor/Customer is marked as “Inactive” Click the Drop-Down by the word “View” Choose “Exclude Inactive Customers” Click the Drop-Down again Choose “Set as [...]
continue reading...Microsoft Dynamics GP Tip: Cash Receipts – Finding Customer by Using Invoice Number
Download and Print Cash Receipts-Finding Customer by Using Invoice Number This is a great tip for Cash Receipts! Sales>>Transactions>>Cash Receipts Click into the “Document” field. Enter or lookup the Invoice number The system will find the customer associated with the invoice and fill them into the Customer ID field.
continue reading...Microsoft Dynamics GP Users: State of CT Changes for W2 and 1099 Forms
Download and Print: Microsoft Dynamics GP Users- State of CT Changes for W2 and 1099 Forms Recent changes by the State of Connecticut will affect many of our Microsoft Dynamics GP users – and we want to help you to be prepared. GP Payroll Users: If you have more than twenty-four (24) W2’s, the [...]
continue reading...Microsoft Dynamics GP Tips: Setting Multiple Purchases Account for AP Vouchers
Download and Print: Microsoft Dynamics GP – Multiple GL Accounts for AP Vendor This is a great tip for those vendors for whom you split the purchases general ledger distribution between multiple accounts (i.e. Employee Benefits, Office Supplies). This is also great for vendors that are used by multiple departments (i.e. Sometimes, you may [...]
continue reading...Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction SmartList Favorite
STEP 1: Open SmartList. STEP 2: Click on Account Transactions STEP 3: Click on Columns STEP 4: Click ADD STEP 5: Scroll to “Originating Master ID” STEP 6: Hold down CTRL and select “Originating Master ID” and “Originating Master Name” STEP 7: Click OK>OK STEP 8: Save by clicking FAVORITES. Enter a name and click [...]
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