Getting a list of write-offs

A few months ago, when I first started this #TipTuesday series, one of my first posts was around writing off small customer balances. A reader posted a comment last week with a great question: how do you get a list of invoices written off (for an audit, for example)? What I am going to describe below is what would work if you record write offs using the Write Off Amount field in GP or use the Write Off Documents routine I describe in the blog linked above. The key is this is looking only for documents with a “write-off” amount.

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GPUG Summit 2018 Day 1

Today was day 1 of 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 to learn new things that aren’t necessarily Dynamics GP related. As I do with other events, I’ll go through what my day looked like.

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How to follow a conference or event

Today’s #TipTuesday is another non-product tip, but I’ll be knee-deep in sessions at GPUG Summit by the time many of you read this, so in the interest of a “simpler” topic, this is what I’ve come up with!

Today is the first “full” day of the 2018 GPUG (& other UGs) Summit. I get the sense that a lot of users tend to miss out on the news or updates because they aren’t on Twitter, or other social media sites where the news and information flow is often shared first. There are a lot of you out there reading this that may not know or care what a hashtag is, or know what you can do with it.

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