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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Assigning Security Roles in Management Reporter (MR)

Posted by Jen Bieker on May 31, 2016

Are you just setting up Management Reporter for the first time, or adding new users? You will want to learn the basics around security roles.  There are three basic areas for security in MR: Company access: accessed using your Dynamics GP credentials Management Reporter access: controls which functions you…

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What End-of-Service for SQL Server 2005 Means for Your Business

Posted by Jen Bieker on May 24, 2016

If you’re running Dynamics GP, Dynamics SL, or Dynamics CRM on SQL Server 2005, it’s time to upgrade.  Microsoft support ended in April 2016.  Many of our clients are using this opportunity to move software to the cloud, saving money by reducing IT staff and support…

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Customizing Microsoft Dynamics GP Reports

Posted by Jen Bieker on May 24, 2016

It’s great that Dynamics GP comes with so many built-in reports, report options, and even report building tools.  But have you ever run into a situation where you hit a wall?  You just can’t seem to get what you want on the report? …

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Microsoft Dynamics SL Home Screen

Posted by Jen Bieker on May 10, 2016

Submitted By:  Kami Armes, Senior Consultant Adding External Links to the Favorites Menu Do you spend most of your day going between several screens in Dynamics SL, comparing data to outside sources, referring to references outside the built-in help system, and opening web pages or other tasks? If so,…

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Currency Manager and Financial Statement Translation Modules in Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on May 8, 2016

The Currency Manager and FST modules serve two different purposes in Dynamics SL.  Currency Manager can be used alone, but Financial Statement Translation requires the Currency Manager module.  Below are the benefits of the two modules, as well as the differences. Currency Manager: This module allows users to…

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Microsoft Dynamics GP 2016 New Feature

Posted by Jen Bieker on May 5, 2016

Attach Word Templates to Batch-Related Workflows Wouldn’t it be great to get detailed journal entry information in an email message when approving batches?  In previous versions of Dynamics GP, email notifications for Batch approvals could be set up and sent through the workflow process, but were missing…

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Microsoft Goes Head to Head with QuickBooks with Project Madeira Preview

Posted by Donna Krizik on April 29, 2016

Two weeks ago, Microsoft released its Outlook-centric, software-as-a-service business management offering for SMBs. Microsoft wants to make ERP capabilities more attainable for small and midsize businesses using Office.  Targeted at companies with between 10 and 100 employees, Madeira is designed for those that need more than the simple financial and accounting…

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Take Control of Your Projects Using Dynamics SL

Posted by Jen Bieker on April 29, 2016

For most organizations projects are constantly changing entities with many moving parts, such as, approvals, changes, resources, etc.  For a project based business, it’s crucial to track the changes throughout the life of a project.  Even more important is the ability to measure what is actually…

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Go Paperless: Project Expense Entry Using Dynamics SL 2015 Web Apps

Posted by Jen Bieker on April 26, 2016

A mobile workforce needs a mobile tool.  Not just to make things easy, but to get information back quickly, so that billing gets done fast.  With Dynamics SL 2015 web apps, long gone are the days of mailing paper receipts, or scanning and emailing them to accounting for manual…

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