Now that Jet Basics is installed, it's time to connect to the Dynamics GP Data Source. GP Data can be both on site (on premises) or in the cloud (Remote Data Service). Below is a quick guide on how to connect to your data source! From within Excel, click on the Jet Ribbon and then … Continue reading Jet Basics – Connecting the Data Source
Jet Reports for Dynamics GP comes with a very good selection of sample reports. These sample reports are an excellent resource - not only to see what Jet Basics does, but how the reports are built! Many of those sample reports rely on something called 'Friendly Names'. Friendly names are names that properly describe the … Continue reading Jet Basics – GP Update Utility
Jet Basics is easy to install. Once you have the file downloaded (visit here) you are ready to install the add-in for Excel. Financial Reporting for Dynamics GP... if you export it to Excel from Management Reporter, why not just START in Excel, right? Here is how to install Jet Basics. Double Click on the … Continue reading Jet Basics – How do I install it?
Jet Basics is an Excel Add-in that can be used to easily create financial statements and other business intelligent reports. It lives in excel and connects directly to your Dynamics GP database. It's FREE... interested? YES PLEASE!! This quick write up walks through how to get the Jet Basics add-in and get it installed in … Continue reading Jet Basics – What is it and how do I get it?
Does this sound familiar? "I can't close my fiscal year yet... the audit is not finished." Closing a fiscal year in Dynamics GP does a few things, but in particular, it closes the Profit and Loss account balances out to the retained earnings account. Many customers fear closing their fiscal year because their previous years … Continue reading GP #LifeHacks 110: Post Financial Transactions to History