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, this information isn’t particularly easy to get to in GP in aggregate form, or I’m drawing a complete blank on where to get it. There are many inquiry windows but most with this type of thing are at a customer level, not company level.

So, I wrote a couple of quick smartlists – one for A/P, one for A/R, and I thought I’d write it out as this client likely isn’t the first one to ask this question! I’ll call it a poor man’s dashboard… it’s simple, and for those who haven’t delved into dashboards yet or graphs or KPIs, this may suffice for some simple information about what you’re processing in Dynamics GP.
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Re-branding “me” – changing my twitter handle

Quick update: I’ve changed my twitter handle from @kuntzconsulting to @jenkuntzGP.

Why?

Well… it’s something that I’ve thought about for a long time. When I first started my business, I didn’t know what direction my new consulting firm would be heading in: solo consultant for life or start to grow and build a team. Nearly 7 years into my latest self-employment adventure, it’s pretty clear, I love being a solo consultant.
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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 are able to 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 against using a product that comes with your ERP solution right?  Realistically now I see it as a good stepping stone to, perhaps, ultimately a more robust reporting tool in the future.

In this part of the project, the client is booking entries to “last year” (a closed year) to record opening IFRS balance sheet adjustments that they have been doing manually in Excel to produce IFRS statements.  They are also now using an “elimination” company in Dynamics GP to hold entries they don’t want to really book in production, like consolidation entries between their entities, and the odd IFRS reclassification they don’t want permanently in production just for the sake of financial statement presentation.

If the client was using FRx, everything I’ve been trying to do, based on what I have done in the past, would be easy to do and it would be relatively smooth sailing. I was a loyal FRx proponent for years and as much as that product had some warts, my memories of it grow fonder with every day I work with Management Reporter so far.  It’s that frustrating at times.
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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 kms over my lease mileage. Oops. I do love a road trip, apparently too much so to be continuing to lease cars!

I love cars. I’m not an enthusiast in the sense that I keep my cars immaculate and wax them to a shine every weekend… no, I’m not that kind of car lover. I just love new shiny things, and I get bored easily so I tend to flip cars a lot more often than conventional wisdom would say is smart. Oh well. My Subaru was my 10th car, and since I’ve been driving for 31 years, that averages out to a car every 3 years. Yes, that is probably about right, even though I didn’t actually have my own car when I was a new driver.
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New Year’s Resolutions 2016

I’ve heard that as you 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 on the past year and easing into my day. Before I get too comfy or distracted, here’s my annual post on my resolutions for the new year and how I fared in my resolutions for last year!
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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 is a wealth of knowledge someone certified in payroll matters knows that I’ll never know!
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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, 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 actually appear in court (in Ontario) the day after Thanksgiving, which was today. I’ll be completely up front and say I’ve been trying to figure out how to get out of it, ever since I got the summons. I have no issue with doing your civic duty, but I’ve yet to find a client who will pay me while I do that! Such is the nature of being self-employed, no work = no pay.

Here’s the lowdown of how my day fared:
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The quick way to register Integration Manager

I’m working on an upgrade at a client from GP 2010 to GP 2015. Part of this involves upgrading Integration Manager to the newest version.  As I opened IM the first time on a new install, I am reminded of what a pain in the butt it is to manually put the reg keys in each workstation.

I started reading an old installation document to update it, a document that was written by someone else for their GP 2010 installs.  It struck me that many people still don’t know there is a faster way to register Integration Manager on every machine, instead of having registration keys handy to cut and paste into each installed workstation. The instructions include the keys and the steps to put new keys in on each installation.
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