Training


Get More Power from Your Acumatica Reports

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

Statistical Reporting with Acumatica Analytical Report Manager (ARM) Many clients we work with like to track statistical data in combination with their financial information.  This can be a powerful tool for management to track many business measures.  These statistical items can be tracked in a ledger, just like…

Read More

Getting Everyone Out of Dynamics GP

Posted by Carla Duquette on November 4, 2016

Sometimes, it’s important to make sure no one is logged into Microsoft Dynamics GP.  Tasks such as these, require that no one is working with the data. File Maintenance Year-end Close First, you will want to notify everyone that you are going to need them to be…

Read More

How to Change Your Own Password in Dynamics GP

Posted by Misty Galbreth, Support Analyst on November 2, 2016

Occasionally, you might want to change your Microsoft Dynamics GP password.  This is fairly easy to do as long as you know your current password.  If you've forgotten your Dynamics GP password, you will have to contact your system administrator.  Here are step-by-step directions on…

Read More

Dexterity Test Mode Lookup Window Error

Posted by Tony Khoury, Senior Consultant on November 1, 2016

I ran across this error the other day when I was in Dexterity Test Mode and opened a lookup window:  Cannot access this form because the dictionary containing it is not loaded. Why?  The problem is that the lookup window is not stored in the Dynamics…

Read More

Create a New User in Dynamics SL 2015

Posted by Kami Armes on October 31, 2016

Setting up a new user in Microsoft Dynamics SL isn’t something you do every day.   So, when it comes time, I don’t always remember all the steps involved.   We've created this handy guide for you to keep around for easy,…

Read More

Dynamics GP Can Help You with New Overtime Labor Rules

Posted by Georgia Stewart on October 26, 2016

If you have Microsoft Dynamics GP Human Resources and Payroll Suite, you’ll want to make sure you are using the “Overtime Rate Manager”.  Starting December 1, 2016 all employers must comply with the Department of Labor (DOL)’s new overtime rules.  This built in feature…

Read More

SUTA Tax is Not Properly Calculated in Dynamics SL 2015 CU1

Posted by Kami Armes on October 19, 2016

There's a known issue in Microsoft Dynamics 2015 CU1 calculating State Unemployment Tax (SUTA) when a garnishment deduction is changed in the Review/Edit screen (02.030.00).  This issue (#36144) has been documented by Microsoft and will be fixed in Dynamics SL 2015 CU2.  In the meantime, if you're encountering…

Read More

Formatting Whole Numbers in Dynamics CRM

Posted by Brenda Senger on October 10, 2016

Question:  The information I am tracking in Microsoft Dynamics CRM are large numbers.  But I don't want to show the commas?  Can I do that? Answer:  Removing commas, along with other number formats can be found in the settings area - currency, time,…

Read More

Dynamics GP & SmartList Builder: Show Invoices within Aging Periods

Posted by Georgia Stewart on September 28, 2016

Have you ever wanted to get a quick look at Microsoft Dynamics GP customer documents ages based on due dates?  Wouldn’t it be great if you could then export that list to Excel?  You can, by using calculated columns in SmartList Builder, which is an add-on…

Read More

Missing Document Attach Paper Clip in Dynamics GP

Posted by Brandon Richards, Implementation Manager on September 26, 2016

We recently assisted a client with an upgrade to Microsoft Dynamics GP 2016.  One of the new features they were excited to use was the Document Attach functionality within various areas of Dynamics GP.  However, during testing, we discovered that the Doc Attach paper clip icon was not…

Read More