Showing archived posts for: January 2017

PSTL Company Copy for Dynamics GP

Posted by Mike Giuffre on January 5, 2017

Microsoft includes a license with Dynamics GP for their “Swiss Army Knife” set of tools called the Personal Services Tools Library (PSTL).   One of these tools is Company Copy.  It is used to copy the setups from one company to a new one.  This…

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Cash Management in Acumatica - Part 1

Posted by Melissa Blassingame on January 5, 2017

Creating an Entry Type and Making the Entry Type Available on a Cash Account In Acumatica, there may be times when you need to create a new Entry Type to be used with your Cash Accounts. For example: Credit Card Fees Interest Expense Interest Income Misc. Receipt Band Service Charges …

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Reprinting Bank Reconciliation Reports in Dynamics GP

Posted by Misty Galbreth, Support Analyst on January 5, 2017

Sometimes, you have a need to reprint the reports that generate after you reconcile a bank account in Microsoft Dynamics GP.  Maybe you had a printer malfunction at just the wrong time, or possibly the originals are lost in a file somewhere.   You can easily reprint the…

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Handling Vendor Payments Made by Corporate Credit Cards in Acumatica

Posted by Mike Aichinger on January 4, 2017

Did you know Acumatica has built-in functionality to handle vendor payments made by credit cards? In many other ERP systems, add-on software is required to keep track of vendor payments that are paid by credit cards. Reconciling credit card statement can become a time consuming task if the transaction volume…

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Where's That in Dynamics GP?

Posted by Jen Bieker on January 4, 2017

Do you ever feel like you're wasting time looking for the right place to go in Dynamics GP? Or you don't remember where something is? Well, I recently stumbled upon this cool little tool.  It allows you to enter in the name of a Dynamics GP…

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Where Are My Report Template Modifications in Dynamics GP?

Posted by Sean Casey, MCTS on January 4, 2017

Have you ever modified a report template in Microsoft Dynamics GP, only to go and print it, and your changes aren’t there?  Why? If you modify a Word document outside of Dynamics GP, it doesn’t know that the file has changed. It’s easy…

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VSS Error When Uninstalling Dynamics CRM 2016

Posted by Brandon Richards, Implementation Manager on January 4, 2017

I recently was helping a client who tried to upgrade to Microsoft Dynamics 2016 and had problems.  I had to uninstall Microsoft Dynamics CRM 2016 and reinstall Dynamics CRM 2013 first.  When doing so, I ran into an issue with the Volume Snapshot Service, also known as the Volume Shadow Copy…

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Dynamics GP – Your GL Summary Does Not Match Your GL Detail

Posted by Misty Galbreth, Support Analyst on January 4, 2017

You may notice in Microsoft Dynamics GP that sometimes the General Ledger Summary and the General Ledger Detail do not match.  While this doesn’t happen often, it’s an indication that the SQL tables behind the scenes are not correct and need to be repaired. …

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Configuring Acumatica to Handle Incoming Credit Card Payments

Posted by Mike Aichinger on January 3, 2017

Most people, now days use credit cards for purchases.  One of the things Acumatica handles smoothly is the ability to process credit cards.   I'm going to show you how to set up the processing and payment methods for processing credit cards in Acumatica. If…

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