Dynamics GP Tips

Tips, Tricks and Shortcuts for Microsoft Dynamics GP.

Dynamics GP Tip: Beware of Maintain Inactive Accounts Option in Year End Closing

One thing that I learned the hard way during the Year-End close process is related to a newer checkbox in the Year-End Closing window. I hope that sharing my “not so fun” story will help others avoid this in the future.

By |2016-11-29T11:11:02-04:00November 29th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Year/Month End Closing Tips|Comments Off on Dynamics GP Tip: Beware of Maintain Inactive Accounts Option in Year End Closing

FRx Tip for Dynamics GP: Catalog Queued Successfully

Although FRx is no longer used in the newer versions of Microsoft Dynamics GP, there are still many companies out there that continue to rely on it in older versions. And we continue to support them. Here is a recent support question and the resolution.

By |2016-09-06T11:17:13-04:00September 6th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Mgmt Reporter/FRx Tips, Microsoft Dynamics GP|Comments Off on FRx Tip for Dynamics GP: Catalog Queued Successfully

Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

The following predefined Word templates are installed with Microsoft Dynamics GP. Predefined templates cannot be modified or removed. You can make copies of the predefined templates and make your changes such as changing the font. Predefined templates do not have logos assigned to them.

By |2016-08-12T11:30:38-04:00August 12th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, GP with Excel/Word Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

Microsoft Dynamics GP Tip: How To Set up E-mail Document Options in Dynamics GP

Use the Company E-mail Setup window to select options to use when sending documents in e-mail. You can select to embed documents, attach documents, or both.

By |2016-08-12T11:30:06-04:00August 12th, 2016|Accounts Payable Tips, Accounts Receivable Tips, CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Set Up/Security/Admin Tips|Comments Off on Microsoft Dynamics GP Tip: How To Set up E-mail Document Options in Dynamics GP

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 |2016-08-05T15:46:58-04:00August 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: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP

This tip will cover what you need to know about printing the trial balance, historical aged trial balance, aging accounts receivable, paid transaction removed, analysis reports, reconciling A/R, finance changes, waiving finance charges, statements and write off documents.

By |2016-07-22T14:42:20-04:00July 22nd, 2016|Accounts Receivable Tips, CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP

Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Payable Month End Processes in Microsoft Dynamics GP

In this tip you will learn what you need to know about aged trial balance, aged trial balance with options, aged historical trial balance, reconcile to GL for AP and printing a month end check register.

By |2016-07-09T14:07:13-04:00July 9th, 2016|Accounts Payable Tips, CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Payable Month End Processes in Microsoft Dynamics GP

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 |2016-04-10T11:20:55-04:00April 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: How to Create SmartList Builder Reports Based on SQL Views or Tables

Have you ever been working with a SmartList and needed to add just one more piece of information to make it complete, but when you look for it in the column chooser it is not there?

By |2016-04-04T18:50:10-04:00April 4th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, SmartList Tips|Comments Off on Microsoft Dynamics GP Tip: How to Create SmartList Builder Reports Based on SQL Views or Tables

77 Great Tips for Dynamics GP Users

Some are old, some are new, but I bet every Dynamics GP user can find something useful. You can see all our tips sorted by category at www.calszone.com/tips. While you are there sign up to receive our e-newsletter, or automatic email alerts from our blog, so that you will never miss a new Dynamics GP tip.

By |2019-04-26T10:27:20-04:00March 15th, 2016|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Why Choose CAL?|Comments Off on 77 Great Tips for Dynamics GP Users

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 |2016-02-22T18:01:38-04:00February 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 Tip: How to Bring In Open AP/AR/Inventory in Microsoft Dynamics GP

Sometimes we get stuck in our ways. Over the last 15 years I had one process to bring in open AP/AR/Inventory in Microsoft Dynamics GP. But I have found a better way.

By |2015-10-28T12:37:12-04:00October 28th, 2015|Accounts Payable Tips, Accounts Receivable Tips, CAL ERP Tips & Tricks Blog, Dynamics GP 2015, Dynamics GP Tips, Inventory Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: How to Bring In Open AP/AR/Inventory in Microsoft Dynamics GP