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Excel – where did my workbook go?
Today’s #TipTuesday is an odd one. A few months ago, a client had an issue with a specific Excel workbook they couldn’t “open”. Of course, the usual questions around “Is there an error message?” etc. didn’t pan out. Typically it might be a corrupt file issue or something, but once I saw the issue on…
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MVP Renewal for 2020/2021
Today was a good day. It is Canada Day, which is a national holiday, and already a great day for us Canucks, but July 1st is also MVP renewal day for close to 3,000 Microsoft MVPs worldwide. I’m pleased to share that I was awarded for the 4th time today, within the Business Applications category…
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SmartList Export – Excel cannot open error
Today’s #TipTuesday is one a client ran into a little while ago and is worth sharing how to find out what is causing the issue. The TL;DR version is a strange character that somehow was input into an invoice comment and it caused an issue when that record (with that field) was exported to Excel…
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Thunderbolt dock problem? Try this.
This post is purely to save someone else (or my future self) the frustration of troubleshooting their Thunderbolt dock if they reinstall Windows and then can’t get the dock working. Background The context around my situation was this: I’m using a Lenovo P43s and Lenovo “ThinkPad Thunderbolt 3 Workstation Doc”, part 40ANY230US. I ran a…
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Testing email functionality
Today’s #TipTuesday is around email functionality in Microsoft Dynamics GP and some tips on how to test it. In my post last week, I made some mistakes in testing that have led to this post. Long story short: I neglected to edit all the tables that had live email addresses when I did some testing.…
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Owning up to your mistakes
It’s been a while since I wrote a non-technical post, so I thought I would share a situation that happened to me earlier this week and how I dealt with it. At the risk of coming across as a complete moron to whoever reads this, when many would simply never mention it again, I am…
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Fixed Assets GL Posting Flow Part 8
Today’s #TipTuesday is the finale of my series on Fixed Asset transactions in Dynamics GP and what GL accounts get used where. In this post, I will walk through the rest of the catch-all set of scenarios around what kinds of asset changes impact the GL. The previous posts so far are: Additions with &…
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Fixed Assets GL Posting Flow Part 7
Today’s #TipTuesday is a continuation of my series on Fixed Asset transactions in Dynamics GP and what GL accounts get used where. Today is the second-last of the series, where I will walk through a catch-all set of scenarios around what kinds of asset changes impact the GL. Half of the scenarios are here, and…
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Fixed Assets GL Posting Flow Part 6
Today’s #TipTuesday is a continuation of what happens during Retirement transactions in Dynamics GP. Today is the last of the “retirement” scenarios I plan on covering and it is proceeds (cash, non-cash), sale expenses and their impact on the resulting retirement journal entry. The previous posts so far are: Additions with & without YTD/LTD amortization…
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Fixed Assets GL Posting Flow Part 5
Today’s #TipTuesday is a continuation of what happens during Retirement transactions in Dynamics GP. Today: different retirement types and the impact on which Gain/Loss account is chosen. The previous posts so far are: Additions with & without YTD/LTD amortization Depreciation/Amortization Retirements in the 1st year of ownership Retirements after the 1st year of ownership Setting…
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Fixed Assets GL Posting Flow Part 4
Today’s #TipTuesday is a continuation of what happens during Retirement transactions in Dynamics GP. Today: retirements after the first year of ownership (in a year after the acquisition year). The previous posts so far are: Additions with & without YTD/LTD amortization Depreciation/Amortization Retirements in the 1st year of ownership Setting the stage In this post,…
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Fixed Assets GL Posting Flow Part 3
Today’s #TipTuesday is a continuation of my Fixed Assets series around GL posting flow. This post will be the start of what happens during Retirement transactions in Dynamics GP. There are a lot of options around retirement transactions, although, in the end, most selections don’t impact the results much. I will be breaking this into…
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Fixed Assets GL Posting Flow Part 2
Back in September, I started a series and honestly figured I would not have taken this long to get to “part 2”! What I’m going to do is make this part of my #TipTuesday series and try to get through it a little bit faster! Today’s post is about what happens during the Depreciation routine…
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Back-dating Fixed Asset Retirements
Today’s #TipTuesday is about the message the user may receive when back-dating a Fixed Asset retirement in Dynamics GP. I completed a project recently where the client was catching up on some IFRS asset derecognition that, in some cases, had occurred in prior years by the time we got around to doing the retirement in…
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Checklinks “the keys record has been removed”
Today’s #TipTuesday is about Checklinks, specifically about a message a user may get when running file maintenance against Sales > Receivables Open Transaction Files. Some general parts of this blog may apply to other errors in checklinks but I’ll focus on this one message for now to keep it simple. File Maintenance Error Message The…
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Excel Background Refresh & Pivot Tables
Welcome to my first 2020 #TipTuesday post. Today’s topic is Excel and how a background refresh setting can impact refreshing pivot tables. The background to this post is related to a report I was creating for a client to validate timesheets before approval. The report has a couple of queries in it (from SQL) and…
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New Year’s Resolutions 2020
It’s time to look back on the year 2019 and the last 10 years. I won’t say “the last decade” lest the mansplainers get their shorts in a knot about it technically not being the end of the decade. 😄 10 years ago, I was 4 months into my own consulting business. In 2019, I…
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Top 10 Blog Posts from 2019
This is a look back at what posts had the most views during 2019. It’s the 3rd year I’ve done this and it is always interesting what old posts continue to be relevant (or at least “hit” via search). The first year I did this, only 4 posts from that year made the top 10,…
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SmartList Export Options
Today’s #TipTuesday post is the last in my mini-series of SmartList tips for Dynamics GP. I’m going to walk through a very simplistic example of an export from an Account Transactions smartlist, to Excel, where a macro will do some basic formatting and create a formula for Net Amount. The method I show below is…
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How to copy budgets
Today’s #TipTuesday comes courtesy of a question on the GPUG open forum about how to copy a budget in Dynamics GP. Method #1 – Export/Import The method described in one of the thread answers is exporting the budget to be copied and then importing it back in with a new Budget ID. Does it work?…
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Excel tip – is X in the list?
Today’s #TipTuesday is a detour from my recent SmartList tips for Dynamics GP, and I’m going back to Excel for this one. I have been working on a project recently where some data validation is needed to ensure that user-entered data on some forms is valid. I want to have some visual validation for Accounting…
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SmartList Tips – search
Today’s #TipTuesday article is yet another SmartList tip. For the past few weeks, I have been focused on small aspects of SmartList since I love this tool so much! Today I’ll be talking about searching & filtering in SmartLists. Search basics There are some basics to search and some advanced stuff about search. To start…
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SmartList Tips – favorites
Today’s #TipTuesday topic is still related to SmartLists, the subject I’ve been writing a few of these about the past few Tuesdays! My topic is SmartList Favorites, which will be a bit shorter than the others as there is only so much one can write about it! PS, unrelated side note: being Canadian, it’s killing…
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SmartList Tips – working with columns
Today’s #TipTuesday post is the third in my series of tips on using SmartLists in Dynamics GP. The first two posts were around the “basics” as I call them and then printing and exporting. Today’s topic is working with columns. Changing the Column Order & Names In my first tip post, I showed that it’s…
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SmartList Tips – printing & exporting
Today’s #TipTuesday is a continuation from last week, where I covered some of the basics around SmartLists: terminology, security, sorting & resizing columns, using the GoTo, and statuses. In this post, I plan to cover a few more things that I didn’t fit: more of the commands on the toolbar (Refresh, Stop, Print, Excel &…
