Category: Company

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!

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#GPLifeHacks 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 “#GPLifeHacks 112: SQL View turned Excel Report for Fiscal Period Closing data”

#GPLifeHacks 109 – Don’t waste paper, turn off those wasteful reports!

As an accountant myself, I completely understand the desire to have a paper audit trail. After all, you will be the hero at audit time when you get asked for the posting journal for that one entry.  Much like green bar paper, printed versions of most reports just simply aren’t needed anymore.  Isn’t technology great?  Imagine the benefits of not printing those bulky reports – the impact you would have on the environment, the money you could save on paper and toner, and space!  No more bundling, stapling, whole punching, labeling, filing… sounds incredible right?

With the power of Microsoft Dynamics GP, which has a very intuitive audit trail system for transactions on the GL, you can stop printing those bulky documents and only print the ones you truly need, when you need them!

Whether you are posting Journal Entries, Cash Receipts, Payables Transactions, etc., most journals can be printed on demand in Dynamics GP, eliminating the need to print the journals as the posting happens.

GP Life Hack #109

Are you always hitting cancel 2 or 5 times after you post a batch?  Are you interested in saving paper and time?  Use the Posting Setup window to turn on/off reports that run during posting routines.  To access this window, navigate to Microsoft Dynamics GP/Tools/Setup/Posting/Posting.  This window has many different offerings for company-wide setup, by module and task type.  At the top of the window you can select the ‘Series’ (or module) then select the ‘Origin’ (or task type) from the top right.