We get a lot of questions in support about how to process prepayments in accounts payable in Acumatica. Prepayments are used when you need to create an advance payment or a down payment to a vendor. There are two ways to create a prepayment. Standard way: enter the prepayment in the Bills and Adjustments screen. … Read more
If you work in accounts payable, you know that check runs can be a pain, and would welcome any ways to expedite the process of printing checks. Crestwood to the rescue! Did you know that in Acumatica, you can add a digital signature to checks before they print? Here’s how: Adding the Signature to the … Read more
We occasionally get requests from our Microsoft Dynamics GP users to clear unused receipts in the deposit window (Transactions>Financial>Bank Deposits). Sometimes a customer starts to use the bank reconciliation for the first time, or maybe someone just lost track of receipts and they never got posted. No matter the reason, here’s how to clear receipts. … Read more
I recently got a call from a client and their Scribe integrations had stopped working. This can be very frustrating and hinder your business’s performance. Why would this happen, and how do you fix it? There’s lots of ways to go about finding the problem and fixing it, but here’s what I did to hopefully … Read more
We often receive calls from our clients when auditors want to review security. Microsoft Dynamics GP offers several security reports you can run for audits. How to print the Dynamics GP security reports Go to Reports>System>Security. In this window, you’ll see the list of available reports. The most common reports that auditors look for are: … Read more
Recently, we have received a handful of calls on how to add a new user to Management Reporter (MR). So, I thought this would be a good time to revisit the process. First, you must be an MR administrator to add users. Also, the user you are adding must have access to the company in … Read more
Microsoft Dynamics GP 2016 enhanced the procedure to place prepayments on purchase orders making it easier when requiring an upfront payment from customers. Setup First, you must setup prepayments in the purchase order processing window. Go to: Tools>Setup>Purchasing>Purchase Order Processing. Click to Allow Purchase Order Prepayments and Create manual prepayment from Purchase Order Processing. Choose … Read more
Microsoft has retired the Connect gadget on the Dynamics GP home page. Microsoft used this gadget to communicate Dynamics GP community news and information to users. Now that it has been retired, you might see the following error on your home page if your Connect gadget is still in place. “Navigation to the webpage was … Read more
We have gotten a couple support calls about an error occurring while running the Dynamics GP utilities after installing the payroll year-end update. Error The following SQL statement produced an error: exec w fDeployClrAssemblies [Microsoft][SQL Server Native Client 10.0][SQL Server]Assembly ‘system.directoryservices, version=2.0.0.0, culture=neutral, publickeytoken=b03f5f7f11d50a3a.’ was not found in the SQL catalog. This error is caused … Read more
Have you recently performed a company import in your Dynamics system? Did your MR report definitions disappear? Don’t worry, here’s the fix. Follow these steps to bring back your report definitions. Log in to Report Designer and click on Company in the menu ribbon and select companies. In this window, highlight a company and click … Read more
Many businesses use Excel templates to create their annual budgets. By creating a budget template in Excel, you’ll save yourself time. Just populate the monthly data by the general ledger account, and then after uploading the budget into Dynamics GP, you can include these budget numbers on your Management Reporter (MR) reports. Here’s how to … Read more
The paid transaction removal tool is used to transfer paid sales transactions to history. It is also used to consolidate balance forward accounts. It consolidates the balance forward transaction amounts and adds the total to the noncurrent aging period. Paid transaction removal will speed up receivables processes, inquiries and windows should open more quickly. Also, … Read more
Here’s how to process a credit when using a credit card to pay vendors in Microsoft Dynamics GP. Let’s say you have entered an invoice in a vendor’s account and entered the amount in the credit card field. This will move the document to history in the vendor and create an open invoice in the … Read more
Using Select Checks and Edit Check Batch I recently helped a client print partial checks in Microsoft Dynamics GP. They needed to pay an invoice in multiple payments. I’ve also run into this when someone needs to create a payment for a deposit, but had not yet received the invoice. Here’s how to make a … Read more
Have you ever modified a report template in Microsoft Dynamics GP, only to go and print it, and your changes aren’t there? Why? If you modify a Word document outside of Dynamics GP, it doesn’t know that the file has changed. It’s easy to fix, just import the Word template you changed so that Dynamics … Read more