This phrase was uttered in the office recently, by the person who is tracking final changes to the year end Financial Statements. Her statements were out of balance, which turned out to be a new G/L Account. The next phrase was “Oh sorry, I forgot to tell you I added that. There must be some way to to alert you because I won’t always remember to tell you!”
Yes, there must be a way! Cue the SmartList-based Home Page Reminders. This is the subject of today’s #TipTuesday post.
Continue reading “When did that G/L Account get added?”
Today’s #TipTuesday is a hidden gem, and if you didn’t know what you could do with it, you’re going to love this post! The misconception is some of the things I’m describing might require using SmartList Designer or Builder to create new SmartLists. Many useful tweaks can be made without any of those tools.
Continue reading “SmartList Options”
Back in October last year, I posted a couple of articles around my recommendations and use of Two-Factor authentication. (Here’s part 1 and part 2 for those articles, if you’re interested in reading them.)
In my part 2 post, I indicated that I was also using a password manager and was using LastPass at the time. I have recently switched to 1Password and after posting a couple of things about that on Twitter, a few friends and followers expressed interest in knowing more about why I switched and how I would compare the two of them.
Continue reading “Changing Password Managers”
Or does it? Today’s post is the first #TipTuesday of 2019, and a little bit of an obscure one at that. The short version is, if you use the write-off feature while you are applying payments or credit notes in Dynamics GP Receivables Management, the results display rather oddly on the RM Historical Aged Trial Balance. In fact, at first glance, it seems like the report is actually wrong, but it’s not, and here’s why.
Continue reading “My write-off doesn’t add up!”
It’s January, which means we’re coming to the end of another contribution year for those of us Microsoft MVPs that are up for renewal on July 1st. By the end of March, we need to have submitted our contributions, and new this year, answered the four magic questions on the MVP site.
Continue reading “Keeping up with the MVP firehose”
Well, it’s that time of year again, and time to look back at 2018 and plan for the new year. This is the 9th year where I’ve been writing these resolution posts and it’s always fun to look back at what I thought the last year would bring.
If I could describe 2018 in one word or phrase, it would be “emotional roller-coaster”. This year had more ups and downs that I’ve had in a long while. My life is fairly simple overall and I don’t tend to vary emotionally much (I don’t think) but 2018 reminded me that no one is immune to things affecting your mental health, no matter how strong a person you are otherwise.
Continue reading “New Year’s Resolutions 2019”
I took a look at last year’s top 10 list and 4 “new” posts made it to the top 10 with the oldest post being from August 2011. This year, 7 posts made the list from 2018, and 3 repeats.
It’s always interesting what topics or posts have staying power or something relevant to today’s searches! I guess it’s safe to say that users still continue to have issues restoring GP from time to time (my #1 post year after year), FRx will never die (always in the top 3 year after year) and ROE field information is apparently universally sought after!
Here are the top 10 posts from 2018:
- Restore Issue on GP 2015 drove me nuts! (August 2015, last year rank #1)
- Tips for dates in Dynamics GP (January 2018)
- Canadian Payroll some ROE fields demystified (August 2011, last year rank #2)
- Write off small customer balances (January 2018)
- Microsoft Treehouses (March 2018)
- Upload pending issue in Excel with OneDrive (May 2018)
- GP 2018 R2 Intelligent Cloud (October 2018)
- FRx with Dynamics GP 2015 (April 2015, last year rank #4)
- Big news, I’ve changed jobs! (January 2018)
- GP Tech 2018 Day 1+ (August 2018)
Will you look at that? It’s nearly Christmas and year-end and that means it’s time for some tax updates. Today the last of the updates were released for US English and they cover GP 2015, GP 2016 and GP 2018. Hopefully if you are reading this and still running GP 2013, you’ve got a backup plan in place!
Continue reading “Canadian Payroll 2018 Year End Update”
This is a funny story… or funny now that I’ve figured out the problem I had earlier today. This story begins with a DEV/TEST environment for Dynamics GP where I was setting up some scripts to automate the process of restoring from PROD to DEV. I posted a blog article about this earlier this year in fact, but I didn’t get into the Clear Companies script.
Continue reading “Clear Companies script & custom tables”
The last couple of #TipTuesday posts have been around some older “new” features – copy journal entry and backout/correct journal entry. Today I thought I would write a quick tip post around one of the lesser known options for creating journal entries in Dynamics GP: quick journals. Next week for my last #TipTuesday of the year, I’ll have a post about the other option which is clearing entries.
Continue reading “Quick Journals”