Acumatica Signature
Sean Casey

Add Signature to Check within Acumatica

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

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clear receipts
Sean Casey

Clear Unused Receipts in Dynamics GP

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

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Security
Sean Casey

What Security Reports Should I Use for Auditors for Dynamics GP?

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

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SmartList Builder- Purchase Order
Sean Casey

How To:  Purchase Order Prepayments in Dynamics GP 2016

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

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Sean Casey

Dynamics GP:  Error during Payroll Year-end Update

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

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Sean Casey

Creating a Dynamics GP Budget Excel Template

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

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Sean Casey

Paid Transaction Removal for Dynamics GP Receivables

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

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