Report Writer Series: Toolbox Tips

I’m a bit behind in my blogging lately, time to catch up a little bit!  Today I’m digging into some of the lesser-used items on the toolbox, and finishing this topic up next week.  How can I tell these tools are not used much?  The answer is simple: I’ve seen a lot of ugly reports – fields formatted poorly or not lined up with the header fields they match up to, etc.

I do cringe when I see simple things like a block of address fields (for instance) not aligned, when there are tools there for you to eliminate this issue forever.

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Adopting new GP2010 features

I’m behind on my blogging this week!  Usually my weekends are my writing time, but instead of writing blogs, I was doing my own month-end and billings for January.

One of the clients I sent an invoice to emailed me today via the new GP2010 EFT Remittance email functionality with my remittance advice for their January invoice.

This client has been using GP’s EFT for Payables for years but only with a handful of vendors each month, the majority of their payments were still via cheque.  They had been paying me via EFT but without any remittances or notifications so far.  They started asking me about EFT remittance/email functionality as they wanted to expand this to more vendors but needed to have a plan for the remittance advice.

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What happens when you hit the max Journal Entry Number

This falls under the category of “who knew?”!

There is a long story to why I even tested this in the first place, but it’s not very interesting so I will spare you the details!  Suffice it to say I’m evaluating some requirements for a client who is planning to add a significant volume of transactions to Dynamics GP (potential volume in the millions of transactions per year).

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Report Writer Series: Don’t settle for ugly reports! Part 1

Now that most of the payroll year-end tax update season is behind us, it’s back to the Report Writer series of articles.

You’re not the only one who is sick of looking at ugly plain-text edit lists and searching for the information you want to review. Have no fear, more useful and attractive reports are a few mouse clicks away!

Lots of users have gone to other reporting tools to get better looking reports and I don’t blame them. Crystal and SQL Reporting Services give us a lot of great tools to improve reporting in terms of look and feel as well as flexibility of layout and many other benefits. As much as some of us would like Report Writer to die a slow death, the reality is for posting journals and edit lists and anything with temp tables, Report Writer is “it”.

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New Year’s Resolutions 2011

Happy new year everyone!  It’s January 1st, 2011 and, like many of you, I take some time around the new year to look back on my last year and look forward to the new.  It’s always fun to take a look at last year’s resolutions to see how you fared a year later.  I’m not sure if others do this too, but most of the time the resolutions I wrote the previous year, I don’t look at again during the year!  Ugh!  No wonder resolutions are not very successful for me!

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The cost of inefficient processes

Last week I sat with a user at a not-for-profit agency. This user is an older semi-retired gentleman who has a fairly strong accounting background, and is supposed to be working 3 days a week. They converted to Dynamics GP in October 2010 after using Simply Accounting for years.

The Executive Director called me to arrange for me to come in due to concerns that her financial co-ordinator had not, at that point, started entering any November activity. He had received what she deemed a lot of support from the folks who implemented them. They were rapidly approaching the end of a quarter (end of December) and she has only recently received October financials.

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Issues with GP2010 and uninstalling

I ran into a difficult situation at a client where we were unable to edit (add new features) to GP2010, unable to uninstall or repair GP2010 and unable to launch GP2010 because of dictionary version mismatches.  If you ever have issues finding the references in the registry to troubleshoot installations I hope this may help, that is where I ended up in my quest.

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