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Backout or Correct Journal Entry
Today’s #TipTuesday is the “cousin” of last week’s tip on the Copy Journal Entry feature, the Backout or Correct Journal Entry feature in Dynamics GP. This week’s tip was introduced in GP 8, so it too has been out for quite a while. I love this feature and I find many users are still manually reversing…
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Copy Journal Entry
Today’s #TipTuesday post is about the Copy Journal Entry feature in Dynamics GP. This has been around forever, or it feels like it at least! Despite that, there are still users I’ve encountered over the years who were unaware this was possible. What is it? Simply put, this is a feature that allows a user…
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AutoComplete Tips
Today’s #TipTuesday post is all about the AutoComplete feature in Dynamics GP. There’s not a lot to this but at the same time, there are a few tips I can pass along that users may not have known about! What is it? AutoComplete is the feature where a drop-down list appears in certain fields in…
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Getting a list of write-offs follow up
Last week, my #TipTuesday was a post about how to get a list of write-offs of receivables transactions. I went through what I called the “easy” way but it had a few caveats. It would work in what I believe to be only the most perfect of scenarios. This is the follow-up where I’ll walk…
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Getting a list of write-offs
A few months ago, when I first started this #TipTuesday series, one of my first posts was about writing off small customer balances. A reader posted a comment last week with a great question: how do I get a list of invoices written off (for an audit, for example)? What I am going to describe…
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My Reports in GP
Today’s #TipTuesday post is about the My Reports functionality in Dynamics GP. There was a user question yesterday on the GPUG forums, where someone was asking how to modify their My Reports list. Great question! Here are some tips on getting reports on and off the My Reports list. What is it? My Reports is…
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Connecting a 2nd PC as a second monitor
Today’s #TipTuesday is yet another non-Dynamics GP post… I’m on a bit of a roll of finding oddball new things that are worth sharing. I’ll get back to more GP content soon, I promise! Update: this was originally written for Windows 10. Background In a previous post, I had written about some health issues my…
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Take company offline
Today’s #TipTuesday is a feature that was introduced in GP 2013 R2: taking a company offline for maintenance or other periodic routines. What is it? This is a feature under the Administration page > System > Utilities area. The purpose of it is simply to prevent users from logging into one or more companies so…
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GPUG Summit 2018 Recap
So, I said I wasn’t going to do a recap but here I am. I thought I’d do a very brief wrap-up of my short week. Previous Posts Here are the posts from earlier in the week: Monday, Pre-Day Tuesday, Day 1 Wednesday, Day 2 Getting Home There were no misadventures getting home, thankfully. It…
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GPUG Summit 2018 Day 2
Today was day 2 of the official portion of GPUG Summit 2018 in Phoenix, and my last day here. I’m flying out early Thursday to head back home, missing the 3rd day (so there will be no recap from me about it!). Here is how my day fared today… Breakfast & Bad News Breakfast was…
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GPUG Summit 2018 Day 1
Today was day 1 of the GPUG Summit in Phoenix. Not much happened today… LOL… ya right! This year is the first year where there was content for the Power Platform (Microsoft Flow, PowerApps and Power BI). Today I took full advantage of that as it is predominantly new content for me and a chance…
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GPUG Summit 2018 Pre-Day
Today was a “long” day but a short day at GPUG Summit. This year’s conference is in Phoenix, Arizona. I originally wasn’t planning on attending, so my time here is short due to the length of my stay being primarily a factor of the cost of the flights I could find to get here! Travel…
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Dynamics GP is on docs.microsoft.com!
Great news! Dynamics GP documentation is starting to make its way onto the docs.microsoft.com platform. That is AWESOME! So many of us have been vocal about the lack of updated documentation and this is a good first step about addressing that IMHO. Why is this so great? Take a look at all of the other…
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Two Factor Authentication, part 2
Today’s #TipTuesday is a continuation of last week’s first post on Two Factor Authentication, 2FA for short. Today I am not getting into examples, as I found an interesting article last week after posting my first blog, that illustrates some of why 2FA and password managers are important. Instead of trying to document what already…
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GP & Intelligent Cloud – first impressions
Last week, Dynamics GP 2018 R2 was released and the first thing I did was check out and set up the replication with the Intelligent Cloud. I’ve tried a few more things, with somewhat minimal success, which means I need to do some more learning around how to navigate Business Central. In the meantime, here…
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Two Factor Authentication, part 1
Today’s #TipTuesday is a topic that likely needs multiple posts to handle it properly. As I write this, it’s already long before I even get into examples and “how to” on common sites so this will be a mini-series in my #TipTuesday series (a series within a series?!). Long story short: with all of the…
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GP 2018 R2 Intelligent Cloud
Great news! GP 2018 R2 was released today, October 2, 2018. There are tons of posts on the official Dynamics GP blog about the features through their feature of the day series. I downloaded and installed it on my Surface Go, so I could try it on this device as well as check out the…
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Advanced Lookups
Today’s #TipTuesday is an oldie but a goodie: Advanced Lookups. These have been around as long as I can remember, but they are one of those hidden things in Dynamics GP that many users don’t realize exists. What are they? For selected Lookup windows in Dynamics GP, Advanced Lookups will add extra sorting and lookup…
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Excel tip – copy & paste unique values
Here’s a cool little Excel tip for #TipTuesday. Have you ever had a column of information in Excel and wanted to get a distinct / unique list of values from one of your columns of data? I learned a new thing last week doing just this, and, surprise, it wasn’t “create a pivot table with…
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Surface Go – First Impressions
TL;DR summary: I like it! I have had the Surface Go for just over 1 week now. I had been interested in it since it came out and did a lot of research on my recent trip to Fargo comparing US prices vs. CAD prices and comparing the “unique” build configuration that Costco was selling…
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GP Utilities user permissions part 2
Today’s #TipTuesday is short, but also related to a post from a couple of weeks ago where I posted what the minimum permissions required were for using GP Utilities. Coincidentally (or perhaps not?), last week a consultant posted a “tip” (link removed) on this on the GPUG Open Forum, where there was a dangerous suggestion…
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Duplicate payments & internal controls
This post doesn’t have anything to do with Dynamics GP specifically, but more about business processes, internal controls or lack thereof and a fun “Twitter Moment” earlier today. Late last week, Steve Endow, fellow Microsoft MVP, independent technical consultant, and ISV posted a tweet, and it’s not the first time I’ve seen something like this…
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Flash Fill in Excel
Today’s #TipTuesday post is a Microsoft Excel tip, instead of the usual Dynamics GP tips! I do have a tie-in to Dynamics GP on where users could use this in a pinch in GP from an exported Smartlist, at the end of this post! Flash Fill came out in Office 2013 (as far as I…
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PowerApps Newbie – home screen
This is post 3 in my series, but it’s the first post where I’m starting to document actual work in PowerApps. Today I have simply started to create the shell of my new app “My Golf Stats” as well as start to get the data layout for what I envision in Excel. This post will…
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PowerApps Newbie – project background
I can’t believe it’s nearly 6 weeks ago that I posted my first post on this topic! Wow, time flies when you’re having fun! Quick recap: I’m interested in learning PowerApps, but as of the moment, I don’t have a good handle on a business application for it in my company. So, it’s going to…
