Canadian Payroll 2019 YE Update Round 2

Microsoft released a “Round 2” update for Canadian Payroll for Dynamics GP. What is a round 2 update? It’s a change that wasn’t in the first update in December! Typically we don’t see this in Canadian Payroll but the CRA made a relatively last minute change to the federal basic personal amount (BPA for short) that necessitated an update. As it turns out, the update does not address that change from the CRA but it does fix 3 other bugs.

Here’s what you need to know and do if you are a Dynamics GP Canadian Payroll user.

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Excel Background Refresh & Pivot Tables

Welcome to my first 2020 #TipTuesday post. Today’s topic is Excel and how a background refresh setting can impact refreshing pivot tables.

The background to this post is related to a report I was creating for a client to validate timesheets prior to approval. The report has a couple of queries in them (from SQL) and a pivot table to summarize the data. In order to make the refreshing easier, I created a tiny bit of VBA and a button for the users to click when they wanted to refresh the data, to pull in the latest timesheets. When testing it, it was doing everything except updating the pivot table. Here’s how I resolved that!

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New Year’s Resolutions 2020

It’s time to look back on the year 2019 and the last 10 years. I won’t say “the last decade” lest the mansplainers get their shorts in a knot about it technically not being the end of the decade. 🙂

10 years ago, I was 4 months into my own consulting business. In 2019, I started the year in an employment role but went back to full time independent consulting in June. Long story short: I think I was meant to be a consultant. If you’d asked me 10 years ago if I thought I’d still be running my own business, I would have likely said “I’m not sure but I hope so!”.

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Top 10 Blog Posts from 2019

This is a look back at what posts had the most views during 2019. I believe it’s the 3rd year I’ve done this and it is always interesting what old posts continue to be relevant (or at least “hit” via search). The first year I did this, only 4 posts from that year made the top 10, and last year 7 of my 2018 posts hit the top 10. This year 6 posts from 2019 made the top 10… and once again, a post from 2011 made the list.

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Year End Tax Updates – plan ahead!

In lieu of a #TipTuesday post, today’s post is a heads up for planning for this year end’s tax updates. With the changes to the product names earlier this year – i.e. dropping the “year” number from the name – there are some ripple effects that some customers are only starting to realize will happen this year end. Ideally your VAR/partner has been already communicating some of this to you but if not, this may help you.

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SmartList Export Options

Today’s #TipTuesday post is the last in my mini-series of SmartList tips for Dynamics GP. I’m going to walk through a very simplistic example of an export from an Account Transactions smartlist, to Excel, where a macro will do some basic formatting and create a formula for Net Amount.

The method I show below is just one way to do this, and it’s a mini end-to-end example that you can follow if this is your first time using this feature. The intent of SmartList Export Options is to automate repetitive tasks. If you export SmartLists a lot and continually do the same things to the exported file, then read this post to see how you might be able to automate part of your work with that particular export. While the example is simplistic, the options are fairly limitless with what you could do with VBA in Excel!

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Excel tip – is X in the list?

Today’s #TipTuesday is a detour from my recent SmartList tips for Dynamics GP, and I’m going back to Excel for this one.

I have been working on a project recently where some data validation is needed to ensure that user-entered data on some forms is valid. I want to have some visual validation for Accounting when reviewing these forms prior to uploading the data into Dynamics GP to determine in advance if the G/L Accounts exist, or if the Job/Project and/or Cost Code/Category exists. In my use-case, I can’t use the built-in Data Validation features as the lists would be too lengthy to be manageable, so the fields are simple text fields, prone to errors and typos.

I want an easy way to highlight invalid entries before proceeding further in the process, during the review stage. Specifically, I want to use Conditional Formatting to highlight anything that can be validated if it isn’t in various lists (of accounts, jobs, cost codes etc.).

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