Tips, Tricks and Shortcuts for Microsoft Dynamics GP.
7 Ways to Use CRM Features in SalesPad for Dynamics GP to Track Customer Engagement
As a distribution company, how do you track interactions with [...]
Eliminate Manual Entry in Dynamics GP Tip #1 – Using SafePay to Submit Files to Your Bank
Check fraud is a big issue, and banks have put [...]
Microsoft Dynamics GP Year End Closing Resources for 2016
We have compiled a list of helpful Dynamics GP Year End Closing Resources including: Training, Procedures, Payroll Updates and Blog Posts.
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.
SalesPad Tip: Easy Subtotals with Pivot Table Reports
If you’re using SalesPad it’s a pretty good bet you’ve run Quick Reports but have you seen what the pivot table reports can do?
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.
Microsoft Dynamics GP Tip: How To Set Up Activity Tracking in Dynamics GP
Using the Activity Tracking Setup window, you’ll mark the activities you want Microsoft Dynamics GP to track for each user in each company they access.
Microsoft Dynamics GP Tip: How to Use Banking Modules in GP
Banking Modules in GP - This is what you need [...]
Microsoft Dynamics GP Tip: How to Use Bank Reconciliation in Microsoft Dynamics GP
How to Use Bank Reconciliation in Microsoft Dynamics GP You [...]
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.
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.
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.
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.
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.
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.
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?
Microsoft Dynamics GP Tip: How to Create a New Fiscal Period
If you want to create a new fiscal period in Dynamics GP there are a few easy steps.
Microsoft Dynamics GP Tip: How to Fix GL if Wrong Account Type Messes Up Year End in Dynamics GP
The posting type determines how the account balance will be treated during the year-end closing process in General Ledger in Microsoft Dynamics GP. Balance sheet accounts will be rolled forward to the next year, and Profit and Loss accounts will be rolled into the Retained Earnings account.
Microsoft Dynamics GP Tip: Importing SmartList Builder Templates and Granting Security
eOne Solutions has created many templates that can be imported directly into SmartList Builder.
Microsoft Dynamics GP Tip: Using SmartList to Create Custom Reminders
The first step in this tip is a quick refresher on updating your toolbar. For more information about customizing your homepage.
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.
Microsoft Dynamics GP Tip: Using the Receivables Transaction Unapply Tool
The RM Transaction Unapply tool is in the Professional Services [...]
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.
Microsoft Dynamics GP Tip: How to Create Mekorma MICR Tables
You can use this tip if you are running the [...]
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.
Dynamics GP Video Tip: How to Merge Customer Accounts
What happens when you realize that two accounts were set up for the same customer in Microsoft Dynamics GP? You need to merge customer accounts in Dynamics GP. See how to do this you will use the Customer Combiner and Modifier utility (formerly part of the Professional Services Tools Library (PSTL) but can now accessed from the main Sales window in Dynamics GP.)
Dynamics GP Video Tip: How to Change Customer IDs
In the customer maintenance window you do not have the ability to edit or change the customer ID after it is created. See how to use this utility to allow you to change the ID. This change will effect all transactions for that customer – current and past. It will look like the other ID never existed.
Dynamics GP Video Tip: Professional Services Tools Library: Receivables Transaction Unapply
All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #2 is how to use the RM (or Receivables Management) Unapply tool in Microsoft Dynamics GP.
Dynamics GP Video Tip – Professional Services Tools Library: How to Enable ‘Doc Date Verify’
All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #1 is how to enable doc date verify in Microsoft Dynamics GP.
Dynamics GP Video Tip – How To Clean Up Page Layouts in MICROSOFT Dynamics GP
You can restrict security for each user in Microsoft Dynamics GP. But by default there is lots of info that shows on the screen that they can’t use. For example, a user that was set up as an AP clerk will never have access to sales, inventory, payroll etc… So why clutter up their screen with things they can’t have? In this video you will learn how to clean up the screen to only show what you need.