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reImagine 2016 – Travel Day
It’s that time of year again – my annual trek to Fargo. People still chuckle when I tell them where I’m going… I guess for those who are from Fargo, it’s something you’ve heard before. I briefly re-read my posts from last year. A year ago, I tried Roam Mobility for the first time and…
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Fun with Writing Dynamics Pros Exam Questions
Several months ago, I volunteered to sit on an exam sub-committee with the Association of Dynamics Professionals. This simply means I volunteered to help write and review exam questions for Dynamics GP exams. Having passed both the exams that exist today (Financials and Install/Config), I felt it was a good chance to help improve the…
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Mgmt. Reporter Quirk – Tree Filters & Unit Restrictions
I’m just catching up on my “to blog” folder and finding a few Dynamics GP or Management Reporter topics that I intended to write about a few months ago. This is another one that actually may end up being more than one post, as I think there are multiple “quirks” going on here. This one…
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Mgmt. Reporter & Reporting Ledgers
This will be short and sweet. Management Reporter only supports the Dynamics GP Reporting Ledgers feature when using the Data Mart connector. I was working with a client on some new reports and was just about to recommend using the Reporting Ledgers in GP to record some IFRS adjusting entries. Good thing I did some…
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Dynamics GP Word Template Error & Compatibility Mode
A client of mine is implementing Dynamics GP EFT for Payables (yay, no more cheques soon!)… and I needed to modify the Remittance Form that gets emailed to the vendors when they are paid. If nothing else, I needed to change the title “Check Remittance” to anything but the US spelling of cheque! I did my…
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Year End Close & the Inactive Account Myth
This was a blog I was planning on writing earlier this year but the topic had slipped my mind. Earlier today I was browsing the forums at GPUG and one thread reminded me of this topic so I figured today’s a good time to get this post written while it’s fresh in my mind. The…
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Cool Excel Tip – dates without holidays included
Have you ever wanted to put a schedule together in Excel with planned dates for something over a period of time, and then manually reviewed the formula, to change dates so they didn’t fall on a holiday? A client of mine prepares a billing schedule a year in advance where they have to incorporate certain…
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Looking for special characters in SQL
Recently, a client was starting a SafePay & EFT implementation for Dynamics GP and one of the requirements of the bank was that the vendors cannot have any special characters outside of a handful of “regular” special characters. Their specifications and instructions had a list of acceptable characters and a longer list of unacceptable characters.…
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Transaction vs. Batch Posting
I was working with a new Dynamics GP user recently, and one of the issues that they asked me about was an error they received when they tried to post a cash receipt transaction. Error: “You cannot post. The transaction is assigned to a batch.” Many users would have seen this before and know immediately what the…
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More Azure – Part 3
I made the rookie mistake of forgetting I left my VM on earlier this week and now I’m out of credits and have to wait another few days to use it again. Drag! Before that, I had taken some screenshots to demonstrate how to find and use some settings around IP addresses and DNS names.…
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More Azure – Part 2
Last year I wrote about what happens when you forget to turn your machine off. Well, I did it again. The good news is, this time the message is a lot less cryptic! Here’s the email I received this morning! DOH! Warning about services being disabled because I’d reached my spending limit. I logged into…
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GPUG Amplify 2016 – Day 3
Day 3 at Amplify was short and sweet, to enable the travelers to avoid the traffic that the Donald Trump rally might bring, which was scheduled to be at the Anaheim convention center next door! Originally we were supposed to start the day with a 9 am breakout session followed by the closing keynote, ending…
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GPUG Amplify 2016 – Day 2
The second day at Amplify was a little more streamlined than day 1, with 5 breakout session time slots and a wide-open evening. 😄 Here are the sessions I attended and some more GP Live fun! Session 1 – Web Client Infrastructure – Mariano Gomez Mariano presented a deep dive into the infrastructure behind the web…
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GPUG Amplify 2016 – Day 1 – Rest of the day
The remainder of the first day at Amplify consisted of breakout sessions (4 timeslots throughout the day), with expo time and lunch in the middle and a social/mingle-sponsored welcome reception in the evening. For each session timeslot, there seemed to be 5 choices of session content, with one breakout timeslot being entirely ISV presentations. Overall…
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GPUG Amplify 2016 – Day 1 – General Session
Day 1 of the inaugural Amplify 2016 conference started with a general session at 8:30 am. The general session followed the familiar format of introductions and general administrative things, followed by Dynamics GP product strategy, roadmap and GP 2016 product demos. I won’t get into details on “breakfast”. The organizers got an earful of feedback on the disappointing…
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GPUG Amplify 2016 – Pre-Conference
This is the first post of a small series of posts to come this week, outlining some of my thoughts and takeaways from the brand-spanking-new GPUG Amplify 2016 conference. What is Amplify? It’s a brand new conference, driven by demand from our fantastic Dynamics GP community, for end-users of Dynamics GP. With the transition of…
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More Azure – part 1
In early May 2016, we saw the introduction of Microsoft Dynamics GP 2016 and the general availability of the first two Canadian Azure data centres in Toronto and Quebec City. That combination gave me a chance to roll up my sleeves again and work with Azure a little more, as I want to ultimately host any of…
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Poor man’s dashboard?
A client asked me where they could find out some metric-type information from the last couple of years’ processing in Dynamics GP, such as the number of A/P invoices processed, number of cheques processed etc.; and the same for A/R if possible. Simple question, not so simple answer. I admit it never occurred to me,…
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Mgmt. Reporter Quirk – unposted entries
I have been working with a client recently where the focus is to minimize any manual reporting in Excel and use Management Reporter more, to the extent that they can leverage it. They are using Dynamics GP 2013 R2 and of course, Management Reporter (MR) comes with Dynamics GP so it’s theoretically “free”. It is hard to argue…
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Tales of shopping for a new car

So, I’ve been kicking around the idea of getting a new car for a while now. I was (past tense, as I picked up my new car tonight) leasing a Subaru Outback for the past 3 years. The lease was coming up to an end in July, however, I was already 20,000 km over my…
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How to add the Employer Address to T4 Forms
For some reason, out of the box, Dynamics GP Canadian Payroll T4 Forms don’t have the employer’s address. Why? I have no idea… but the information is there to be added easily, and here’s how to add it to the T4 reports for Employer and Employee versions. Make sure the Employer record is fully set up…
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New Year’s Resolutions 2016
I’ve heard that as we get older, time seems to fly by more quickly. I’ve certainly found that to be true recently, as 2015 seems to have vanished quite quickly. I’m writing this while sitting on my sofa, with a bowl of fruit and a cup of tea, my Christmas tree still lit up, reflecting…
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How YTD CPP & EI factor into Tax calcs
This is about something completely boring but perhaps useful to someone who is verifying Dynamics GP Canadian Payroll vs the Canada Revenue Agency’s payroll deductions online calculator. I’ve always said, I know how the Canadian Payroll module works, but I am not a Payroll expert. I’m an accountant, not a payroll or HR person; there…
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Diary of a day in jury duty
A few months ago, I received a questionnaire about the possibility of the summoned for jury duty. Yikes, that was my first reaction! I filled it out, indicated I was self-employed and mailed it off, hoping that was the end of it. Then I received a summons to appear in court (in Ontario) the day…
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More fun with Integration Manager
Here’s another pet peeve of mine when it comes to Integration Manager: changing the default IM database on each installation. Like my previous post on how to register IM quickly, here’s another tip on using the .ini file settings to roll out workstation installs quickly and painlessly. Default IM database When first installing Integration Manager,…