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
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
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
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