GP Support


Using Drill-Down in Management Reporter (MR)

Posted by Misty Galbreth, Support Analyst on April 20, 2016

One feature of Microsoft Dynamics Management Reporter that isn’t used often is the drill-down feature using an Attribute column.  Here are some helpful tips for setting up a report to use the drill-down feature to get detailed information for report line items. First, a few important caveats…

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How-to Guide: Drop Ship Orders in Microsoft Dynamics GP

Posted by Georgia Stewart on March 17, 2016

Microsoft Dynamics GP allows you to track drop ship purchases, where a product is shipped directly from your vendor, to your customer.  With drop shipping in Dynamics GP, the sales order and purchase order are linked together, so that once the customer receives the product from the vendor, you…

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Change a Group of Assets at Once in Microsoft Dynamics GP

Posted by Mike Gordon, CPA, MCP on March 15, 2016

Save time and money by grouping your assets in Microsoft Dynamics GP.  Using groups allows you to classify assets by characteristics; which, allows you to perform operations on all the assets in that group at once, such as: Changes Transfers Retiring Depreciate Project depreciation Once you have an asset…

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Microsoft Dynamics GP: Be Careful When Running Check Links

Posted by Jen Bieker on March 9, 2016

A Tip from Crestwood Support: Be careful!  Have you noticed that the “Check Links”  utility window and the “Clear Data” utility window in Microsoft Dynamics GP look identical to each other?  Or the fact that they are directly next to…

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Microsoft Dynamics GP: Mass Modify - Quickly Create New GL Accounts

Posted by Misty Galbreth, Support Analyst on March 4, 2016

Many times, a company will open a new division or department as their business grows.  When that occurs, the Accounting or Finance department will need to create all new General Ledger Accounts for that new division or department.  This can seem like a huge headache and lots of…

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Microsoft Dynamics GP: Word Template Modifications Not Showing

Posted by Jen Bieker on February 19, 2016

Submitted by:  Andi Bowman Problem: Recently, we’ve been assisting some clients with modifications to their invoices and order forms.  For example, we added the line items details to the order form and modified the template for the invoice to include company comments.  However, one of…

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Back to Basics: Create a New User in Management Reporter

Posted by Misty Galbreth, Support Analyst on January 14, 2016

Whether you’re new to Management Reporter or you just need a refresher, outlined below are the steps required to create a new user in Management Reporter (going forward known as “MR”). 1. Login into MR Designer as an Administrator. Please note: If you are not currently an…

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Setting up Dynamics GP for the New Year

Posted by Misty Galbreth, Support Analyst on January 8, 2016

Creating a New Fiscal Year in Microsoft Dynamics GP Submitted by:  Misty, Crestwood Support Analyst   Our support team has noticed a lot of confusion around starting the New Year in Dynamics GP. Particularly, they’ve gotten calls for help when: Clients didn’t even know they…

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Microsoft Dynamics GP 2016 U.S. Payroll Tax Update Round 1 Now Available

Posted by Jen Bieker on January 6, 2016

Microsoft has released Dynamics GP 2016 U.S. Payroll Tax Updates Round 1.  Upon logging in, you can download these updates from Microsoft CustomerSource: Microsoft Dynamics GP 2016 U.S. Payroll Round 1 tax update for Microsoft Dynamics GP 2013 Microsoft Dynamics GP 2016 U.S. Payroll Round 1 tax update for Microsoft Dynamics GP 2015 The 2016…

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Dynamics GP Year-End Closing: 12 Questions & Answers

Posted by Jen Bieker on December 30, 2015

Crestwood held customer seminars on Microsoft Dynamics GP Year-End Closing, this December.  Here are 12 of the most frequently asked questions and our answers.  We’ve also included some short video clips to help explain them a bit further. Question 1: How come the Dynamics GP canned report, Received…

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