Category: Sales

GP Life Hacks #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 Life Hacks #126 – Automatically create bank deposits from Cash Receipts”

#GPLifeHacks 167 – Dynamics GP & Customer Credit Limits

Microsoft Dynamics GP can help manage your customer credit limits and provide prompts, warnings and visual cues to help mitigate over extended customers. 1

 

This is an optional feature (setup details included below).

​Using the customer maintenance window (Cards/Sales/Customer), open the customer and choose the ‘options’ button.  This will open the Customer Maintenance Options window.

N​ote that the customer credit limit can be set to no credit, unlimited, or specific amount.

GP Life Hack #167 … click to see original posting