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Poor man’s dashboard?
A client asked me where they could find out some metric-type information from the last couple of years’ processing in Dynamics GP, such as the number of A/P invoices processed, number of cheques processed etc.; and the same for A/R if possible. Simple question, not so simple answer. I admit it never occurred to me,…
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Mgmt. Reporter Quirk – unposted entries
I have been working with a client recently where the focus is to minimize any manual reporting in Excel and use Management Reporter more, to the extent that they can leverage it. They are using Dynamics GP 2013 R2 and of course, Management Reporter (MR) comes with Dynamics GP so it’s theoretically “free”. It is hard to argue…
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How YTD CPP & EI factor into Tax calcs
This is about something completely boring but perhaps useful to someone who is verifying Dynamics GP Canadian Payroll vs the Canada Revenue Agency’s payroll deductions online calculator. I’ve always said, I know how the Canadian Payroll module works, but I am not a Payroll expert. I’m an accountant, not a payroll or HR person; there…
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More fun with Integration Manager
Here’s another pet peeve of mine when it comes to Integration Manager: changing the default IM database on each installation. Like my previous post on how to register IM quickly, here’s another tip on using the .ini file settings to roll out workstation installs quickly and painlessly. Default IM database When first installing Integration Manager,…
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The quick way to register Integration Manager
I’m working on an upgrade at a client from GP 2010 to GP 2015. Part of this involves upgrading Integration Manager to the newest version. As I opened IM the first time on a new install, I am reminded of what a pain in the butt it is to manually put the reg keys in each…
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Restore issue on GP 2015 drove me nuts!
I lost an evening that I’ll never get back over something so stupid I wish I had just stopped to think about this issue a little more. The situation was this: I just upgraded a client from GP 2010 to GP 2015. I didn’t upgrade the test companies, because it’s a waste of time right? So…
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Dynamics GP on Microsoft Azure – Wrap-Up
This is officially the last post, for the foreseeable future, on my experiences with Azure. There isn’t a ton of meat in this one, as it’s more of a “what’s happened since the last post” type of post. Since the last post I’ve done everything I said I would do at the end of my…
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FRx with Dynamics GP 2015
Recently I’ve been playing with Microsoft Azure and installing Dynamics GP 2015 on Azure, upgrading my GP 2010 test environment etc. One of the things I needed to try to get working was FRx. I haven’t gotten to the point of adding Active Directory on Azure yet, therefore I don’t have a domain and can’t…
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Dynamics GP on Microsoft Azure – Part 6
Pretty soon I’ll have to be more creative with the blog post titles! Part 193 …. geez. More stuff I’m learning: it’s way easier to install and configure Active Directory Domain Services on Azure than installing SQL Server 2014 fresh on a Windows-only VM. Seriously… I’m on my 3rd attempt to install SQL Server! In…
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Dynamics GP on Microsoft Azure – Part 5
One month has been completed, and my Azure experience cost me $18.80 for a month. So far, I haven’t left the machine running outside of when I am using it yet… hence the extremely low cost to date. And of course, it didn’t *actually* cost me anything because I was using my MPN credits. Costs…
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Dynamics GP on Microsoft Azure – Part 4
This post is a continuation of my little series of learning about Azure. Part 1 is here Part 2 is here Part 3 is here. In this post, I’m going to correct a couple of things I’ve written in the previous posts, update the costs of running this so far, and add a few more general…
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Dynamics GP on Microsoft Azure – Part 3
Day 3 of using Microsoft Azure and things are becoming a little more clear. I haven’t *done* much with actually using apps on the VM yet, more messing around with installs and configuration. This is a continuation of my first two posts on learning Azure in the context of upgrading to GP2015 for testing. Part…
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Dynamics GP on Microsoft Azure – Part 2
As I sat up til nearly 1:00 am last night (er, this morning) playing with the new Azure VM, I was thinking “This is going SO smoothly!”. I should have known it wasn’t going to be that easy. 😄 See yesterday’s “Part 1” post for the introduction to this journey I’m on, which covers why…
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Dynamics GP on Microsoft Azure – Part 1
I feel that I’m a bit behind the curve… I haven’t installed GP 2015 in my environment yet, I haven’t tried anything on Microsoft Azure yet, and I figure it is about time I started to look at both. There has been a lot of press and information about Azure, but I haven’t had the time…
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Don’t forget about your reminders!
As most of my blog topics start, this begins with a fairly standard question from a client asking why their taxes are not defaulting on their Purchase Order in Dynamics GP. This situation is something I see a lot of in various clients: Something isn’t working. They try to troubleshoot it themselves but can’t find…
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GP 2015 is released!
Right on time, Microsoft announced the release of Dynamics GP 2015 yesterday (December 1, 2014). Awesome! Tons of new features and continued advancement in the integration of data and possibilities for applications. As always, watch the Dynamics GP team blog for the most up-to-date information and new feature announcements. I’m excited for a number of…
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Full vs Light User licenses
This is short and sweet – as I don’t usually post “sales” types of things and don’t intend to start now! It’s somewhat of a tale of two client scenarios, and advice to those who hear certain things from their clients and are in a position to recommend license options. I’ve got two clients right…
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Update on Account Number error in Canadian Payroll
A couple of years ago around this time of year, I got a call from a client of mine with a strange error in Canadian Payroll. At the time, I ran into other significant issues in trying to help with said error, and at the time, I blogged/ranted about it here. Fast forward to last…
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Bizarro world – integration manager “use input” doesn’t work
This is a short post… a bizarre issue that I can’t find an answer to. A client has a bunch of inactive GL accounts and for a project, wants to re-activate them to do some reallocations and then inactive them again. Simple right? I set up a simple Integration Manager integration for them, and set…
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Canadian Payroll & US Payroll in the same environment
I was asked this question by someone a few days ago and I have a little bit of information about this. At some point, I will expand on this article but for now, it’s a short one! This article is simply about using Cdn Payroll and US Payroll together, as in “Can the modules be…
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Project Accounting – Misc Log eConnect issue
My last post about the good and the ugly of the Update Budget Lines feature had a continuing theme to it. I was telling the story of the client who mass-updated 650+ projects with a new cost category only to find the budget sources set to Specific didn’t get populated with the default “specific” GL…
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Project Accounting – Update Budget Lines, the good, the bad and the ugly
The other day a client asked me if there was a way to mass-add a new cost category to all projects simultaneously. I didn’t know there was a new function to do this starting with GP 10, but a quick Google search resulted in a post from Mark Polino describing this exact thing. Wow. That doesn’t…
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Report Writer Series – The End
Well, it’s been fun but it’s time to focus on more interesting areas of Microsoft Dynamics GP. This is the last official article in the Report Writer series of posts I’ve written, although I’m sure there may be an odd article pop-up that has some Report Writer content. Summary Here is a summary of what I’ve…
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Report Writer Series – Keys, Restrictions, Sorting, Grids
Here, at long last, is my next-to-last blog post in the Report Writer series. It’s not that I’ve covered everything to possibly know about Report Writer, not by a long shot, but what I’ve found is some of the basic information I’ve shared thus far wasn’t as easy to find as the more advanced stuff…
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Report Writer Series – Custom Reports
The next in my series of blog posts about Report Writer is a brief article on Custom reports. Why create a custom report in Report Writer? (really… why?) I’ve done it a handful of times, and don’t particularly recommend it (with all due respect to David Musgrave 😄) but there are a couple of simple reasons…
