Category: Dynamics GP

Today’s #TipTuesday is a pretty simple one, it’s about the Additional menus in GP windows that appear when using Extender (from eOne Solutions) or other ISV solutions or customizations that add functionality to existing Dynamics GP windows. I learned something that shouldn’t have been new to me, so I either didn’t know this or had…

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 using the write-off feature while applying payments or credit notes in Dynamics GP Receivables Management, the results display rather oddly on the RM Historical Aged Trial Balance (HATB). In…

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,…

Today’s #TipTuesday is the “cousin” of last week’s tip on the Copy Journal Entry feature, the Backout or Correct Journal Entry feature in Dynamics GP. This week’s tip was introduced in GP 8, so it too has been out for quite a while. I love this feature and I find many users are still manually reversing…

Today’s #TipTuesday post is about the Copy Journal Entry feature in Dynamics GP. This has been around forever, or it feels like it at least! Despite that, there are still users I’ve encountered over the years who were unaware this was possible. What is it? Simply put, this is a feature that allows a user…

Today’s #TipTuesday post is all about the AutoComplete feature in Dynamics GP. There’s not a lot to this but at the same time, there are a few tips I can pass along that users may not have known about! What is it? AutoComplete is the feature where a drop-down list appears in certain fields in…

Last week, my #TipTuesday was a post about how to get a list of write-offs of receivables transactions. I went through what I called the “easy” way but it had a few caveats. It would work in what I believe to be only the most perfect of scenarios. This is the follow-up where I’ll walk…

A few months ago, when I first started this #TipTuesday series, one of my first posts was about writing off small customer balances. A reader posted a comment last week with a great question: how do I get a list of invoices written off (for an audit, for example)? What I am going to describe…

Today’s #TipTuesday post is about the My Reports functionality in Dynamics GP. There was a user question yesterday on the GPUG forums, where someone was asking how to modify their My Reports list. Great question! Here are some tips on getting reports on and off the My Reports list. What is it? My Reports is…

Today’s #TipTuesday is a feature that was introduced in GP 2013 R2: taking a company offline for maintenance or other periodic routines. What is it? This is a feature under the Administration page > System > Utilities area. The purpose of it is simply to prevent users from logging into one or more companies so…

Today’s #TipTuesday is an oldie but a goodie: Advanced Lookups. These have been around as long as I can remember, but they are one of those hidden things in Dynamics GP that many users don’t realize exists. What are they? For selected Lookup windows in Dynamics GP, Advanced Lookups will add extra sorting and lookup…

Today’s #TipTuesday post is a simple one, and it’s about user notifications. In Dynamics GP 2013 R2, the “Send Users Message” feature was introduced as an easy way to send a notification to users who are logged in or to add a task to the users’ reminder list in Dynamics GP. How to use it…

Today’s #TipTuesday is a brief post about Budget Transactions. Introduced in GP 2010, Budget Transactions were a feature to add more control over budget changes in Dynamics GP. Here is a brief post on how it works. Why would I use this? In the past with Dynamics GP, before GP 2010, changing a budget meant…

Today’s #TipTuesday post comes from a GPUG forum question that someone posted recently, answered by Victoria Yudin. It’s a good example of what I like to post as “tips” because it’s pretty small but useful to know. The question essentially was about getting an error about an inactive Retained Earnings account when trying to run…

Today’s #TipTuesday contains some Lookup window tips. After last week’s tip on finding a shortcut to the Available to Promise window, I realized some hidden gems on Dynamics GP Lookup windows are often overlooked. What’s a “Lookup” window? Simply stated, these are the windows behind any magnifying glass icon in Dynamics GP. The primary purpose…

I wrote this on a plane because I realized I was heading on vacation and hadn’t yet written a #TipTuesday post. I’m on a roll now and didn’t want to skip a week!! So, this is pretty short, and maybe everyone else knows about this but it was new to me so I thought I…

This week’s #TipTuesday is about the navigation pane and some very brief tips on personalizing what I can see. How to customize it By default, the navigation pane will show 4-5 panes, as pictured below. Depending on what I have installed in my environment, there may be more “panes” I have as icons below that.…

Today’s #TipTuesday is a recap of the User Preferences window. Last week I was doing some upgrade testing with some staff and I realized some users weren’t aware of how to personalize some elements of their Dynamics GP environment. So, this is a brief recap of what kinds of things are in the User Preferences…