How GP Chooses the First Depreciation Period Dynamics GP depreciation timing depends on two fields: the Placed-in-Service Date and the Averaging ConventionStart with the Placed-in-Service Date Everything starts with the Placed-in-Service Date (PISD) the date the asset becomes usable in Dynamics GP. That's not always the purchase date. Apply the Averaging Convention Next, GP checks the Averaging Convention
A successful GP Year-End begins with structured planning and a clear understanding of your business requirements. Before initiating any closing procedures, be sure to complete the following preparation steps: GP Year-End Closing Preparation 1. Proper Planning and Scheduling Allocate adequate time for your team to complete the GP Year-End tasks.Communicate
User security in Dynamics GP is often more open than many organizations realize. The system uses role-based and task-based permissions, but default roles rarely fit every company’s workflow. This guide walks through practical steps to review existing access, build safer custom roles, assign users correctly, and validate permissions using GP’s
A stuck batch in Dynamics GP can bring your posting process to a halt and create real delays for your finance team. Whether you see errors in the Batch Recovery window, posting interruptions, or a batch that won’t release from printing or editing status, the root cause is often tied
If you’re experiencing GP login issues, you’re not alone. Many Microsoft Dynamics GP users encounter access errors caused by password policies, user credentials, or SQL settings. Whether you’re seeing a “Login Failed” message, forgot your GP credentials, or are locked out due to security policies, this guide walks you through
Why it's important to schedule a GP upgrade as soon as possible: Microsoft is changing email security rules effective October 1, 2022, and it will impact Microsoft Dynamics GP users like you. Here are the three quick details to know: THE TIMELINE: On October 1, 2022, Microsoft will release changes
Update – Microsoft has republished the Round 1 (12/16/2021) Dynamics GP updates with the new State and Federal tax table changes. Download the update here. This new update is still dated December 16, 2021 but includes the following items: Changes in January Round 1 update ICA Social Security Limit $147,000
January is typically the time where many of us decide to get into shape. New year, new us! But what about our beloved Microsoft Dynamics GP? Look for these signs: Are transactions taking forever to post? Is running the reconcile process taking a long time? Are batches taking longer and
It’s our favorite time of year, the holidays and closing the books for GP! Here are some helpful updates and resources. As always, we are here to support you, so reach out with any questions and our Dynamics experts can help you. Important 2021 Tax Filing Dates January 31, 2022
Great Plains HR and Payroll Module Changes Some Microsoft Dynamics GP users will be seeing some changes in the upcoming years. The Human Resources and Payroll suites consist of four modules that provide existing functionality to Dynamics GP installations that will be discontinued in March of 2022. The four modules in
Year-end is coming too quickly – can you believe the year is almost over? For our Dynamics GP folks, it’s time to start looking at what needs to be done. October 2021 Dynamics GP Release Let’s start with the latest release – Dynamics GP 18.4. Microsoft has added a ton
Thursday, December 9, 2021 10:00 AM - 12:00 PM (CST) Close out the year with Crestwood Associates in this special 2-hour webinar. Mary Lenehan, one of our in-house Dynamics GP experts, will go over best practices for year-end closing, things to pay special attention to, common problems, and tax
As we sit on the precipice of the next Microsoft Dynamics GP release (scheduled for October), we figured it was time to again check in with our Great Plains folks! Payroll Tax Updates The first thing we should note is the updated payroll tax tables. Late July saw Round 4
As we stroll through the tech graveyard, fondly remembering obsolete systems and tools (we hardly knew you, Skype for Business!), we notice that a fresh plot of land has been tilled, and the tombstone reads “Microsoft CustomerSource.” Here’s what happens when you click on your old CustomerSource bookmarks: Yes, that’s
I recently had a client who was trying to create a Report Writer report for a new Check Format. They were adjusting one of the existing check formats to create a Check Stub Stud Report. In order to do this, they had to move the first stub section to the body.
There are times when Microsoft Dynamics GP payable will skip a check number. Why does the system do this? First, if you have multiple users working in your system, Dynamics GP will place a lock on any check number in use and increments the Next Check number. For example, if
Occasionally our team will get a request from a client seeking an answer to a question that isn’t easy to find on the web. We LOVE this. It allows us to flex our Dynamics GP muscles (or any ERP we support!) and solve somebody’s issue, even if it’s a small
As we discussed in a previous blog, Changes to 1099 Forms in Dynamics GP, the IRS announced big changes to reporting non-employee compensation and 1099 forms for the 2020 tax year. The 1099-NEC has moved non-employee compensation (box 7) off of the 1099-MISC to a new form: 1099-NEC. The other
A client recently had some changes in their IT department that required the accounting department to no longer use the System Administrator (SA) user. In order to use an existing Dynamics GP user account or create a new user account with SA-level permissions, the following permission and access need to
I had a client recently inquire as to how to run a list of payables transactions they wanted to accrue. For example the client needed to see documents that were posted after July 31, 2020 and the Document Date was before August 1, 2020. They also needed to see the
First, a big note: if you’re running GP2015 or older, there will be no year-end update this year, and you need to look at upgrade options as soon as possible. Big Changes to 1099 Forms The IRS announced some big changes to reporting non-employee compensation and 1099 forms for the
I had a client recently inquire as to how to write off small amounts. The Write Off Documents routine is usually a part of the AR Month End process, but you may complete it at any time. With this tool you can write off overpayments and underpayments quickly and easily
In Microsoft Dynamics GP, a blanket purchase order lists a single item and its quantities that will be delivered in a series of shipments, usually on specific dates. Blanket purchase orders allow you to make long-term agreements with vendors to purchase the same item—usually to receive a volume discount or
In Microsoft Dynamics GP, you can use customer or sales process holds to prevent any further sales to a customer. You may want to do this, for example, if the customer has an unpaid balance, a shipping address hasn’t been verified, or any other reason. You still can receive payments
