It’s that time of year again: the air has grown crisp, the snow has started to fall, and Microsoft has released the year-end updates for Dynamics GP. No matter which version you’re currently running (Dynamics GP 2015, Dynamics GP 2016, or Dynamics GP 2018), there are three main items to note: some forms that stay … Read more
Free Training Events & Webinar Join our in-house Microsoft Dynamics GP experts for our annual year-end events. All the events will cover the same information, so pick what works best for you! We will have multiple local events you can attend in person, or an online webinar. No matter what you choose, you will learn … Read more
Microsoft’s CustomerSource is a valuable resource available to all Microsoft Dynamics ERP (Dynamics GP, Dynamics SL, Dynamics 365, etc.) customers who are currently on a support plan. CustomerSource is divided into several sections, such as KnowledgeBase, Online Learning, and Account Management. Each section has its own set of resources and functions. Here’s a quick guide … Read more
Many times I get asked questions about what all the different dates in Microsoft Dynamics GP do and or mean. All the dates in Dynamics GP can be confusing. So, I created this handy overview to help you out. Basic User Dates Thanks to Jen Kuntz for her post. User Date: Your “User Date” … Read more
Recently working with a customer we were trying to give a user access to a TEST company in Microsoft Dynamics GP. When trying to switch to the test company, the user was getting the following error: “The selected company is not configured as a company of the current Microsoft Dynamics GP system database. You must … Read more
With the Year-end fast approaching, there are some versions of Dynamics GP that are no longer supported. In 2018, any release prior to and including GP 2013. If you are using the payroll module in any of these releases you will not receive the Payroll Year-end Update hotfix that Microsoft releases in November 2018, and … Read more
I recently came across a client that had issues accessing new Items, Customers, and Vendors. The issue wound up being relatively simple; it was because when these things were setup in Dynamics GP, the Entity Relationship in Multi Entity Management was not setup. What is Multi-Entity Management? If you use multiple companies in Dynamics … Read more
Repost from Avalara Economic nexus is here. Is your business prepared? Before the Supreme Court of the United States issued its ruling in South Dakota v. Wayfair, Inc. (June 21. 2018), states could only tax sales by businesses with a physical presence in the state. Wayfair changed that long-standing rule. The court found the respondents’ … Read more
Why batches get stuck Chances are you’ve had a batch stuck in Dynamics GP. There are a number of reasons why, but most of the time if a batch gets stuck and needs to be recovered, it’s because a user is in the middle of posting and either Dynamics GP freezes, or their computer loses … Read more
The Professional Service Tools Library (PSTL) is a free set of tools you can install and use with your Microsoft Dynamics GP system. Be careful – although these tools are free, they can destroy your system if you run the wrong thing. For example, running the Financial Tools can remove all historical data – and … Read more
The new release of Microsoft Dynamics GP 2018 R2 is full of customer-suggested improvements, new features, and Roadmap items. Thank you to everyone for submitting ideas to make Dynamics GP even better. The new version is out on October 1st – here are some of the features we are excited about: Financial Enhancements Exclude items … Read more
Are you trying to improve performance of Microsoft Dynamics GP without investing thousands more in hardware and infrastructure? Has your SQL database size started to grow out of control? Perhaps Inventory Reconcile, Check Links, or other maintenance tasks are taking a long time to run due to the growing data volume? Sounds like you need … Read more
Have you made your plans to go to Phoenix with me for GPUG Summit October 15-18? Great! Send me an email and we can meet up for a meal or a drink that week. Please let me know if you haven’t registered and I will send you a special code to save you 10%! GPUG … Read more
The annual GPUG Summit is right around the corner. We hope to see you there! Our very own Mary Lenehan will be presenting a session on SmartLists this year – that’s one you don’t want to miss. This annual event is hosted and coordinated by the Microsoft Dynamics GP User Group (GPUG). GPUG, is a … Read more
Recently, a client asked if it is possible to set up payroll direct deposit for an employee where the employee requested that a portion of their net pay be deposited into one account and the remaining balance be deposited into another account. With Microsoft Dynamics GP, you can enter percentages for the direct deposit amounts, … Read more
Now that you’re using a Refreshable Data Connection between your Microsoft Dynamics GP system and Excel, you might find that you’re missing a field or two. It’s not as hard as you’d think to edit the data connection and add in those missing fields. I’ll explain how. If you’re not using this feature yet, you … 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
Microsoft Dynamics GP Letter Writing Assistant has been around for a long time but I find a lot of people don’t know about it. Microsoft has provided sample Word documents to be used for letters that you need to send to customers, vendors, and employees. You can send the letters to all, or select from … Read more
Have you ever encountered a Purchase Order in Microsoft Dynamics GP that was still open but should be closed? I had a customer run into this problem recently. Here’s what I did to fix it. First, I reviewed the Purchase Order process the client used. We entered a PO like this one. Next, we entered … Read more
Do you have Field Level Security set up in your Microsoft Dynamics GP system? Did you know you can use it to do things such as: Lock a user date Hide a field Require a password to change a default warehouse And so much more Dynamics GP Field Level Security allows you to control user … Read more
This question has come up multiple times over the past few months. So, I wanted to share our recommendations for credit card payments to vendors in Microsoft Dynamics GP. Here are two methods to use credit cards when paying a vendor. Method 1: First, enter all credit card transactions when the credit card statement is … 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
We have had several clients inquire about the impact on the Retained Earnings Account during the Year End Close process. Here is an explanation. During the Year End Close process, Microsoft Dynamics GP uses the Posting Type of each account to determine which accounts are Balance Sheet vs. P&L accounts. For all of the P&L … Read more
I run into a lot of clients that get Journal Entries which do not originate in Microsoft Dynamics GP. Whether it’s an outside payroll vendor, or a Point-of-Sale system, you probably receive Excel or .csv files. These journal entries might be multiple line entries or recurring entries. As long as they are in a readable … Read more