GPLifeHack 117 – How to Quickly Resolve Navigation List Errors

Navigation Lists in GP are pretty powerful but often ignored for just a few simple reasons.

Either users are not aware of them, or they get errors when trying to open Navigation Lists so they just give up and never circle back to them.

GPLifeHack 117 Image 2If you fall into the former group, Navigation Lists can be found by visiting a module within Microsoft Dynamics GP and looking in the left margin (Navigation Pane).

Navigation Lists can save you tons of valuable time by performing many tasks right from within the list itself.  For example, if you wanted to put a few vendors on ‘hold’, or approve multiple workflow documents at once, you could do this right from the list window.

 

“Focus Shawn!  Tell us more on Navigation Lists in another blog, for today, we want to learn how to fix that pesky error!”  Ok, Ok 🙂 Onto the fix.

Continue reading “GPLifeHack 117 – How to Quickly Resolve Navigation List Errors”

#GPLifeHacks 103 – Track JE’s in #Excel – Paste into GP

I love Excel!  Who doesn’t, right?  As an accountant, I live in Excel.  This is the easiest place for me to track and create Journal Entries. But after all that work, how do we get it into our accounting system, Microsoft Dynamics GP? Easy, we just ‘Paste’ the entry. Simple, I know.

GP Life Hack #103

Dynamics GP offers the cool functionality of pasting in copied data from Excel.  This includes distribution reference, the GL Account number, Debit Amount and the Credit Amount:

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GP Life Hack #103 … click to see original posting

The Early Bird… #Summit2017

Every time I hear ‘early bird’, it reminds me of my grandmother and the many times she took me to play Bingo.  LOL

Well, almost every time – This time, I’m referring to Summit 2017!  GPUG Summit, that is.  🙂 Check it out here –>  GPUG Summit 2017 Website

The early bird discount that GPUG Summit offers expires soon – so get the worm!  Or, even better, save some money!

As part of the planning committee, I can personally guarantee you that this year’s event in Nashville will make sure that your boots were made for walking!!!  It’s top notch and full of over 170 sessions of educational content!

The biggest reason people don’t do more with GP… they don’t learn more.  Let’s get to work (and have some fun!)  Hear more from the most Irish Cowboy on the planet, @Bob McAdam – check out this video: GPUG Summit 2017 Video Series_1

Need some help convincing your boss?  Tell them Shawn sent you – or better yet, check out this download 🙂
GPUG Summit – Convince your boss

Last but not least… if you are an end user looking to show off your GP skillz – send me a message – we’d love to have you share your knowledge at a chapter meeting or even possibly present at  Summit 2017!  (Sorry DC marketing, I like to call it Summit 2017 instead of Summit Nashville 🙂  )

#GPUGSummit

#MFWD

http://www.interdynartis.com

 

 

#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

#GPLifeHack 150 – Make Payments using Credit Cards for Payables Transactions in Dynamics GP

Making payments in Dynamics GP is pretty easy and interacts nicely with the Bank Reconciliation module.  This is true for payments made via EFT and paper check.  However, organizations who make payments using credit cards often have to do a bit of a work around in order to get these transactions handled correctly within the system.  This makes reconciling painful… even though using the CC makes things easier on the front side.

GP Life Hack #150 … click to see original posting

 

 

#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.