Microsoft Dynamics GP Tip: Opening and Closing Specific Transaction Windows for Each Fiscal Period

Microsoft Dynamics GP Tip: Opening and Closing Specific Transaction Windows for Each Fiscal Period

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Opening and Closing Specific Transaction Windows for Each Fiscal Period

This is a great tip that I saw at Convergence 2011. I was able to use it onsite with a customer the first week I returned. They were having issues with leaving all of Financial open when all they really wanted to do was leave open the Bank Deposit window. You can do this by opening and closing specific Windows (Origin) in the Mass Close window under the Fiscal Period window.

Administration>>Setup>>Company>>Fiscal Periods>>Mass Close

Change to the period that you are working with (last month)
Open the specific window (example: only open Bank Deposit Entry)
Click OK

Be sure to go back and re-close the Origin(s) that you opened.

By |2011-05-15T04:07:00+00:00May 15th, 2011|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Set Up/Security/Admin Tips, Year/Month End Closing Tips|Comments Off on Microsoft Dynamics GP Tip: Opening and Closing Specific Transaction Windows for Each Fiscal Period

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Microsoft Dynamics GP (formerly Great Plains) is ERP/accounting software that grows with your business, easily integrates with other systems, and is quick to set up, customize and use. CAL Business Solutions is focused on Microsoft Dynamics GP: * Implementation * Integration * Customization * Data Conversion * Training * Support We are a practical, hardworking team that has built our reputation on giving honest advice, straightforward answers, and a software system that works. Serving companies nationwide—focused on Connecticut, Massachusetts and Rhode Island. * Northeast Dynamics Partner of the Year Winner * Dynamics Presidents Club Winner: Recognizing Top 5% of Partners If you are considering new accounting software, upgrading your existing system, or currently use Microsoft Dynamics GP and want expert support and training contact CAL.