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Posts by Joe Garcia

Dynamics GP Account Payable Reconcile
Joe Garcia
Joe Garcia

Dynamics GP Tips & Tricks for Reconciling Your Accounts Payables

Things to look for when reconciling your Accounts Payable Sub-Ledger (Accounts Payable Aging with Options) to the General Ledger: Inquire either detail or summary to your Accounts Payable – Trade account. If you use more than one account for accounts payable be sure that the accounts tie to: Vendor Class Payment Priority Range of vendors … Read more

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  • Dynamics GP
  • Support
August 24, 2020
More by Joe Garcia
Copying Reports and Word Templates in Dynamics GP
Joe Garcia
Joe Garcia

Copying Reports and Word Templates to Create History Versions in Dynamics GP

Here’s a time saving way to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Template. Once you have modified the SOP invoice form that is in … Read more

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  • Dynamics GP
  • Support
April 27, 2020
More by Joe Garcia
Multi-currency ID in Dynamics GP
Joe Garcia
Joe Garcia

Importing Journal Data with Multi-Currency ID in Dynamics GP

If your business works with foreign vendors or customers, you might want to set up foreign currencies in Microsoft Dynamics GP. To use more than one currency, one must set up Multi-currency Management.  I have had many clients ask me about copying and pasting in data from Excel, but unfortunately, you cannot use the ‘Paste … Read more

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  • Dynamics GP
  • Support
April 19, 2020
More by Joe Garcia
AvaTax with Dynamics GP
Joe Garcia
Joe Garcia

Helpful Hints When Implementing Avalara AVATAX in Dynamics GP

Avalara AvaTax connects easily with Microsoft Dynamics GP to deliver a robust sales tax automation tool. If you are a business running Microsoft Dynamics GP, it’s easy to automate your sales tax compliance process using AvaTax. Here’s a quick demo from Avalara if you want to see AvaTax in action. It’s fast and easy it … Read more

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  • Dynamics GP
  • Support
April 17, 2020
More by Joe Garcia
Inventory Spreadsheet
Joe Garcia
Joe Garcia

How to Set Up an Accounts Receivable Roll Forward Report in Dynamics GP

Do your bank or auditors need an AR roll forward report? Many times I work with businesses who do asset-based borrowing and this report is required. The AR Roll Forward report details all the transactional accounts receivable activity in a period, with the beginning and ending balances tying back to the source report – AR … Read more

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  • Dynamics GP
  • Reporting
July 18, 2018
More by Joe Garcia

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