Why Edit Lists are important

A few years ago, I had an idea for a post about batches and why I recommend them but I never followed through on the idea. I had written a short post last year about Transaction vs. Batch posting but that’s as close as I got to elaborating on my blog thought.

I was reminded today of why I wanted to write this article, which isn’t about batches specifically but about edit lists, which you only can use if you use batches in Dynamics GP. Two incidents in recent weeks have re-affirmed my belief that using batches, reviewing your work prior to posting and specifically, using the edit lists, is an important practice to follow.
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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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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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