Welcome to Crestwood’s new Productivity Tips. Every week we will look at a new feature in Office 365 and show you every day tips and tricks. I’m certain you will find lots of time savers for Outlook, Word, Excel, and PowerPoint. Microsoft Outlook’s Email Attach File Tool One of my new favorite features of … Read more
Before Closing Your Year, Check Your Account Posting Types Closing a fiscal year in Microsoft Dynamics GP when you have a General Ledger Posting Type marked incorrectly can be a hassle. Either you have a Balance Sheet account marked as Profit & Loss or you have a P&L account marked as a Balance Sheet account. … Read more
Setting Your Default Company in Management Reporter (MR) The first time you login into Management Reporter Designer as a new user, or the first time you login after an upgrade, you may notice that you are missing all of your report options on the left hand side. You might find yourself looking at the Security … Read more
Have you ever noticed that when you download Management Reporter (MR) reports into Excel, the headers don’t show up at all in the Normal View, or the headers only show up in the Page Layout View? If the Page Layout View in Excel is not to your liking, this can present a problem. Example 1 … Read more
We get a lot of questions from Microsoft Dynamics GP Administrators on the User Type field when creating new users. The most common question is, “What’s a Limited type user”? What is a Limited User? Limited user licenses are 80% less expensive than Full users, but these users can only read information within Dynamics GP. … Read more
There is a very powerful tool in Microsoft Dynamics GP that can greatly reduce the time it takes you to find errors between your Trial Balances in your subledgers (Purchasing, Receivables, Inventory, Bank Reconciliation) and your General Ledger (GL). This tool is called the Reconcile to GL routine and can be found by going to … Read more
One of my personal frustrations when I started working with SmartLists in Microsoft Dynamics GP, was the fact that on every report using debits and credits, they were ‘backwards’ from how I was used to seeing them. In my mind, debits always came first and credits were always after. Many times, I’d work on a … Read more
Have you ever logged into Microsoft Dynamics GP and noticed you were missing your Quick Links on the Homepage? Maybe you even tried to add them back in, only to discover that the items you added did not ‘stick’. If this describes your situation, I have the solution! Here’s the Fix First, have the user … Read more
It happens to everyone. You close your fiscal year in Microsoft Dynamics GP and then, when going through your year-end reporting, you discover that one or more General Ledger accounts were closed with an incorrect Posting Type*. That means your Retained Earnings either are over or under stated. Fortunately, beginning with Microsoft Dynamics GP 2013 … Read more
The Crestwood Support Team receives a lot questions about creating Statements of Cash Flow in Management Reporter (MR). I’d like to provide to you answers to some of the most commonly asked questions about Cash Flows, and show you some tips along the way. Default Cash Flow Report I recommend starting with the Default Report … Read more
Entering your Microsoft Dynamics GP registration keys is an easy task to accomplish, as long as you know where to go and what to do. Sometimes your Dynamics GP Registration Keys may need updating. For example, because you have increased your number of licensed users. Here’s how to update your Dynamics GP Registration Keys After … Read more
You were happily working away every day in Microsoft Dynamics GP, and then one day your company upgraded to Dynamics GP 2013 R2 or later and suddenly, your Print button in Manufacturing was gone! You aren’t the first person to have this happen, and it can be startling the first time you go to print … Read more
Sometimes, you have a need to reprint the reports that generate after you reconcile a bank account in Microsoft Dynamics GP. Maybe you had a printer malfunction at just the wrong time, or possibly the originals are lost in a file somewhere. You can easily reprint the Bank Reconciliation reports by following these step-by-step instructions. … Read more
You may notice in Microsoft Dynamics GP that sometimes the General Ledger Summary and the General Ledger Detail do not match. While this doesn’t happen often, it’s an indication that the SQL tables behind the scenes are not correct and need to be repaired. This situation may cause your reporting software, such as Management Reporter … Read more