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 to email security for Office … Read more
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 Federal tax tables added 12/30/2021 … Read more
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 longer? Do you find your … Read more
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 – to employees and IRS/SSA … Read more
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 question are: Payroll Extensions – … Read more
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 of functionality this time around. … Read more
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 updates in Idaho, Kansas, New … Read more
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 right – CustomerSource is now … Read more
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. They also had to move … Read more
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 one user is in a … Read more
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 one. This is one such … Read more
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 boxes have moved around. The … Read more
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 be assigned. Dynamics GP Steps … Read more
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 Account Number. In order to … Read more
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 2020 tax year. The 1099-NEC … Read more
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 for all customers, regardless of … Read more
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 to be sure of obtaining … Read more
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 from customers on hold, but … Read more
There’s no doubt that working from home can be challenging, especially if you don’t have an office full of equipment. If you don’t possess a printer, how do you execute documents that need a signature? If you are running Acumatica, you can integrate the signed documents directly into your system where they belong. There are … Read more
Microsoft Dynamics GP is one of those reliable, familiar business management tools. Able to grow with your business, the product has been used by companies for decades. Better yet, with the announcement of their new “Modern Policy” starting in October 2019, Microsoft has made coming releases of Dynamics GP even more resilient and evergreen. However, … Read more
Have you ever experienced this issue with Microsoft Dynamics GP? When both SmartList Designer and SmartList Builder are installed, SmartList Designer reports will not be able to be modified until SmartList Builder is temporarily disabled. This is an easy fix. The steps below describe how to do this. First open SmartList. Next, go to Tools … Read more
We occasionally get this question from our Microsoft Dynamics GP users: how do I post cash receipts automatically as deposits? To post cash receipts as deposits, first navigate to Administration > Setup > Company > Company. Next, click Options. Then mark the box next to “Automatically post cash receipt deposits.” Click OK, and then … Read more
Microsoft recently released a fresh hotfix for Dynamics GP 18.2 in February 2020. This hotfix resolves a few different issues for Dynamics GP 18.2 users, but doesn’t affect other versions of the system. You should only look to install this hotfix if you’ve been seeing issues. If you haven’t, there’s no need to install the … Read more
Is it too early to talk about spring cleaning? Even if the winter has been mild (by Midwest standards), there’s still a bit of time before we open up the windows and go crazy on cleaning up our homes. But what about the situation at our companies? Maybe we shouldn’t wait for March or April … Read more