Come see me at Vision 2018!

Vision is an annual user conference held in Charlotte, NC by InterDyn Artis.

It is a one day conference packed with content!  This years event covers Dynamics GP, Dynamics CRM and related MS Office products.

It’s a fun day filled with TONS of learning and networking!  (Oh, and door prizes!!!)

Come join us on April 26, 2018 at the Ritz-Carlton in Charlotte, NC to learn, network and have a great time!  Click here for more details about the event.

Below is a list of the sessions that I will be presenting, come see me!! Continue reading “Come see me at Vision 2018!”

Join me at GPUG Amplify!

GPUG Amplify #GPUGAmplify is a Dynamics GP user conference that was first held in Anaheim, CA.  This is the conference’s 3rd year and will be held in Chicago, IL.  The official conference dates are March 20-21st.   In addition to the packed schedule, there are partner events and GPUG Academy training classes, essentially making the conference from March 19th-22nd.

Amplify is a Dynamics GP ONLY event so it is much more intimate and engaging compared to other conferences.  This will be my 3rd time attending!

Find out more here: https://www.gpugamplify.com/home

This year I will be presenting two sessions.  Below are some details on these two sessions!  I’m really excited about this event!!

Continue reading “Join me at GPUG Amplify!”

Dynamics GP Workflow Types – By Version Release

Since the release of Dynamics GP 2013 R2, Microsoft has been reinventing Workflow and adding new Workflow functionality to each subsequent release.

Since a lot of GP Users are not on the most recent version of GP, I am often asked – “What workflows do I have available to me in my current version?”.

I put together a list of Workflows along with their release version, for your reference (and mine LOL).

Continue reading “Dynamics GP Workflow Types – By Version Release”

GP #LifeHacks 119: Year End Wage Data in a Smartlist using a SQL View

As year end quickly approaches, I wanted to share with my followers a very helpful #GPLifeHack that turns your year end wage file data into a Smartlist for easy auditing and review!

There is an ‘edit’ report for W2’s but it’s in long form and difficult to review – plus it is not easily exported to Excel.  What exports easily to Excel?  SMARTLISTS!!! YEAH THEY DO!

Let’s make this year-end process easier by creating a Smartlist for year end W2 data! 

Continue reading “GP #LifeHacks 119: Year End Wage Data in a Smartlist using a SQL View”

GP #LifeHacks 108: Batch Recovery – Tip to manage this like a pro using Startup folder!

Microsoft Dynamics GP has a great feature that captures posting processes that have issues or get interrupted.  This is EXTREMELY helpful and helps protect GP users against many different reasons a batch would fail to post.

Normally we go into Batch Recover (Microsoft Dynamics GP>Tools>Routines>Batch Recovery) for two reasons:  We either receive an error when the batch tries posting (that we notice) or, at month end, when things aren’t necessarily making sense when reviewing our financials or our reconciliations.

Here is a tip to help make sure that postings that go to ‘Batch Recovery’ are noticed much sooner than month end, and helps save us tons of time!

Continue reading “GP #LifeHacks 108: Batch Recovery – Tip to manage this like a pro using Startup folder!”

Attend my GPUG Summit Nashville breakout sessions! #GPUGSummit

GPUG Summit is right around the corner (October 10-13, 2017) – I cannot wait!  Great city, great people, tons of fun and oh yeah, tons of educational sessions about Microsoft Dynamics GP and much more!

It’s going to be a blast and I hope you join me! 

View the entire breakout session schedule online here. Remember, content is the king of GPUG Summit.

I am extremely fortunate (and excited!!!) to be participating in 7 breakout sessions this year!

Below is a list of these sessions and a link to take you to more details about them!

Continue reading “Attend my GPUG Summit Nashville breakout sessions! #GPUGSummit”

GP #LifeHacks 126: Automatically create bank deposits from Cash Receipts

Over the past few years, many new features of Microsoft Dynamics GP were included with each roll-out.  Because of an accelerated cadence of releases, many of these new features go unnoticed and therefore, unused.

I came across this little nugget the other day and I wanted to post a quick write up to my blog site so that I, and my followers, were reminded of this #GPLifeHack.

Normally folks create cash receipts and then, during a second step, create a deposit to match the batch of cash receipts that they took to the bank.  The cash receipts batch is usually a one to one relationship with the deposit.  So turn your two step process into one by implementing “Automatically post deposits from cash receipts”.

Here is a brief overview of how this feature.

Continue reading “GP #LifeHacks 126: Automatically create bank deposits from Cash Receipts”

GP #LifeHacks 112: SQL View turned Excel Report for Fiscal Period Closing data

I have been using Mass Close for a few years now.  Not many Microsoft Dynamics GP users use it (in my experience).  I like to use it because it is origin specific closing, versus Series specific closing – the later is used by most everyone.

The ‘trouble’ with Series closing is that there are times when you need to enter transactions into certain areas for the previous month.  What folks typically do is open and close the series over and over again to achieve this.  Mass Close eliminates this need and adds extra internal controls to the closing process.

In this blog I’ll cover the mass close option, as well as share a SQL view that I turned into an Excel Report for easy managing of origin status!

Continue reading “GP #LifeHacks 112: SQL View turned Excel Report for Fiscal Period Closing data”

GP Tech Conference Session – Workflow!

#GPTechConf will be held next week, August 8th, 9th & 10th, in Fargo, ND.  I am very excited to tell you that I just finished putting the finishing touches on my presentation for next week’s conference!

Image result for gptechconf

This event is going to be a great opportunity for consultants from all aspects of GP!

I can’t wait to see my friends and learn Learn LEARN!!!  For a full list of sessions, and to register, check out : GPTechconf.com

Now more about my contribution to this awesome training opportunity!

Continue reading “GP Tech Conference Session – Workflow!”

GP #LifeHacks 176: Requisition to PO – A Workflow gap identified!

If you’ve heard any of my ‘soapbox’ special discussions recently, you know that I am a huge fan of the enhancements flooding into Microsoft Dynamics GP.  In particular, I love to explore the workflow functionality!

Today I was asked a great question about controls involving turning a requisition into a PO.  At first, I was thinking that workflow handled this type of ‘control’.  However, after some discussion, I realized I was not listening well enough, and in fact, there is an easy way a requisition user can change the quantity, amount, etc… as they turn the requisition into a PO – after it was approved!  YIKES!!!!

GP Life Hack #176 – Requisition to PO – A Workflow gap identified! (and fixed!)

Continue reading “GP #LifeHacks 176: Requisition to PO – A Workflow gap identified!”