Today’s #TipTuesday is about Checklinks, and specifically about a message you may get if you run file maintenance against Sales > Receivables Open Transaction Files. Some general parts of this blog may apply to other errors in checklinks but I’ll focus on this one message for now to keep it simple.Continue reading “Checklinks “the keys record has been removed””
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.Continue reading “Canadian Payroll 2019 YE Update Round 2”
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.Continue reading “Year End Tax Updates – plan ahead!”
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!Continue reading “SmartList Export Options”
Today’s #TipTuesday comes to you courtesy of a question on the GPUG open forum about how to copy a budget in Dynamics GP.Continue reading “How to copy budgets”
Today’s #TipTuesday article is yet another SmartList tip. The past few weeks, I have been focused on small aspects of SmartList since I love this tool so much! Today I’ll be talking about searching & filtering in SmartLists.Continue reading “SmartList Tips – search”
Today’s #TipTuesday topic is still related to SmartLists, the subject I’ve been writing a few of these about the past few Tuesdays! My topic is SmartList Favorites, which will be a bit shorter than the others as there is only so much one can write about it!
PS, unrelated side note: being Canadian, it’s killing me inside that I have to keep typing “favorites” instead of “favourites” but I know for SEO and all that stuff if users are searching for the proper term with respect to SmartLists they will be looking for the US spelling. You win some, you lose some, eh? 😉Continue reading “SmartList Tips – favorites”
Today’s #TipTuesday post is the third in my series of tips on using SmartLists in Dynamics GP. The first two posts were around the “basics” as I call them and then printing and exporting. Today’s topic is working with columns.Continue reading “SmartList Tips – working with columns”
Today’s #TipTuesday is a continuation from last week, where I covered some of the basics around SmartLists: terminology, security, sorting & resizing columns, using the GoTo, and statuses.
In this post I plan to cover a few more things that I didn’t fit: more of the commands on the toolbar (Refresh, Stop, Print, Excel & Word) plus a bit more detail around exporting to Excel.Continue reading “SmartList Tips – printing & exporting”
I am in the early stages of a set of tips around the use of SmartList in Dynamics GP. Today I was writing one for this coming Tuesday and in doing the prep work to get screenshots etc. ready, I was doing some exports. One thing led to another, and I realized I should include a screenshot of what the toolbar looks like when you use Export Solutions, one of the future topics I plan on covering. I created a super simple Export Solution to format an Account Transactions list and create a Net Amount column. It was pretty basic and off I went to test it and start putting the process together in screenshots. I tested it, and it didn’t work! What the heck?
Well, this detour led me to a discovery that I hadn’t yet stumbled upon, and then another when returning to the original blog I was really sitting here writing in the first place. (Welcome to blogging, it’s one rabbit hole after another!)Continue reading “SmartList Export Oddities”