Showing archived posts for: June 2016

20 Ways to Save Time in Microsoft Dynamics GP 2016

Posted by Jen Bieker on June 20, 2016

1.  The ability to scan multiple pages into the Document Attach Management area. 2.  Now, manage and edit attachment attributes that flow to transactions.  For example, you can choose to have them “Flow” from the Master Record to Transactions with a new radio button. 3.  Attach Word…

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The Economic Nexus

Posted by Jen Bieker on June 16, 2016

Uncollected sales tax from online sales is at $24 billion! State budget shortfalls for the next 18 months are estimated at $19 billion. Could our state budgets be solved by enforcing and collecting missing online sales tax? Probably, and that is the reason states are turning their attention to nexus.  Sales…

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Learn How to Delete Attachments in Greentree

Posted by Kim Norman on June 6, 2016

I have an attachment on a Job that I want to remove, how can I delete it? Attachments can be deleted through the use of the Function Key mappings as defined in User Preferences. The default for delete is Shift + F2. Only in rare circumstances have we changed this across…

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What is Hotprinting in Greentree?

Posted by Kim Norman on June 2, 2016

Glad you asked!! There are actually 3 classifications of printing in Greentree.   Windows Based Printing Hotprinting Printing via the Task Queue For today…we’ll discuss Hotprinting. This method allows a user to print relevant documents directly from within data entry programs such as invoices, credit notes, checks,…

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Get Started with Voice of the Customer surveys in Microsoft Dynamics CRM 2016

Posted by admin on June 1, 2016

My boss recently returned from a conference all hyped up on Net Promoter Scores (NPS).  If you’ve never used them, they are basically just a way to rank how likely your current clients are to recommend you.  The value of NPS has been contested, but it…

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