General Ledger Tips

Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

Using Microsoft Dynamics GP and Excel are a powerful combination for any finance team. Many of our clients are asking about the steps to copy and paste General Ledger transactions from Excel into Dynamics GP. Here is the process in four simple steps.

By |2016-08-05T15:46:58+00:00August 5th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, General Ledger Tips, GP with Excel/Word Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

Microsoft Dynamics GP Tip: How to Fix Assets and Re-Depreciate After You Have Posted to The GL

One of our clients ran depreciation on Fixed Assets and then the General Ledger posting routine. She realized that some of the assets were set up incorrectly and she needed to make changes on the Fixed Asset book setup.

By |2016-04-10T11:20:55+00:00April 10th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, General Ledger Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: How to Fix Assets and Re-Depreciate After You Have Posted to The GL

Microsoft Dynamics GP Tip: Using Reconcile to GL

When your A/P, A/Record or cash sub ledgers don’t match your General Ledger, the GL reconcile can show you where you have missing or “unmatched” transactions.

By |2016-02-22T18:01:38+00:00February 22nd, 2016|Accounts Payable Tips, Accounts Receivable Tips, CAL ERP Tips & Tricks Blog, Dynamics GP Tips, General Ledger Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Using Reconcile to GL

Microsoft Dynamics GP with Excel Tip: Create a Pivot Table for General Ledger Data

Once you export your General Ledger report from Microsoft Dynamics GP to Microsoft Excel there is so much you can do with it. This video will show you a few helpful tricks around pivot tables. Pivot tables are the best way to summarize large amounts of data and focus on the information you need.

By |2014-10-07T14:14:16+00:00October 7th, 2014|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, General Ledger Tips, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off on Microsoft Dynamics GP with Excel Tip: Create a Pivot Table for General Ledger Data

Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction SmartList Favorite

STEP 1: Open SmartList. STEP 2: Click on Account Transactions [...]

By |2006-03-27T13:45:16+00:00March 27th, 2006|Accounts Payable Tips, Accounts Receivable Tips, CAL ERP Tips & Tricks Blog, Dynamics GP Tips, General Ledger Tips, Microsoft Dynamics GP, SmartList Tips|Comments Off on Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction SmartList Favorite