Sean

Processing Prepayments in Payables in Acumatica

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

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Acumatica Signature
Sean

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

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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SmartList Builder- Purchase Order
Sean

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

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

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

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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Sean

Dynamics GP – How to Pay a Partial Payment

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

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