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 ‘Dynamics GP SmartLists’ Category
Microsoft Dynamics GP Tip: SmartList of Unreconciled Bank Transactions (Checks, Deposits, and more)
Download and Print: Microsoft Dynamics GP Tip: SmartList of Unreconciled Bank Transactions You can access SmartList by choosing Microsoft Dynamics GP menu >> SmartList. You can use SmartList to create customized inquiries to provide easier, faster access to information stored in the Microsoft Dynamics GP system, including information about accounts, customers, employees, vendors, transactions, and [...]
continue reading...Microsoft Dynamics GP Tip: SmartList Export Solutions
Download and Print: Microsoft Dynamics GP – SmartLists Export Solutions Export Solutions are not a new feature. They will work for GP versions 8 and 9. They can be a very powerful way to report on data by allowing you to export information to Excel or Word and have the information Pre-Formatted and allows formulas [...]
continue reading...Microsoft Dynamics GP Tip: Using SmartList to Find Out Who, What and When
Download and Print: Microsoft Dynamics GP – SmartLists to Find Out Who, What, and When The tip this month was inspired by a recent support session I spent with a customer. I am surprised that I still find people that say they “don’t really use SmartList”. Those of you that I have had the chance [...]
continue reading...Microsoft Dynamics GP Tip: Excel Auto Fill
Download and Print: Microsoft Dynamics GP – Excel Auto Fill You can use the Auto-Fill feature to format worksheets that you create in Excel or with exports from SmartList. Using the Auto-Fill feature can be used for Number, Letters, Days, Months, or formulas. This is a much better alternative than dragging the data to the [...]
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 [...]
continue reading...Microsoft Dynamics GP Tip: Using Auto Filters in Excel
I love Excel. I also love how easy it is to get information from Great Plains into Excel. I use the following tip all the time. It comes in handy at month and year end if you are trying to find a transaction for a range of amounts or dates. STEP 1: Setup a SmartList [...]
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