Tag: #tip

  • CRA T619 change for 2025

    It’s been a while since I have posted something on my blog, but this one might impact a few people and it is causing some confusion among those transmitting T4 or T5 XML files. The CRA (Canada Revenue Agency) has changed some of the schemas on the T619, which is the “header” of the XML…

  • Add to Shortcuts & Startup folder

    This #TipTuesday post has a couple of things in it, one of which is not working for me in my test install of Dynamics GP though! DOH! Update after publishing this: the Startup folder functionality is working on my Fabrikam Ltd. 18.5 GP install now. It appears to me that it does not work when…

  • Stop Excel from opening “Book1”

    Some things irritate me that really shouldn’t, and this is one of them. I often use computers provided by my clients instead of my own if I remotely access their environment or at their office. That means things I have streamlined on my computer are not present, and typically, I have forgotten all about it…

  • Canadian Payroll Incomplete Paycodes message

    A client ran into this last week and I thought it would be a good topic for a #TipTuesday blog post. The scenario is specific to users with both the Canadian Payroll (CPY) module and the Human Resources (HR) module in Microsoft Dynamics GP. This only will apply if HR is installed, so for those…

  • Maximum columns in a SmartList

    This is most likely the shortest #TipTuesday post I will ever create! I was playing with a SmartList to prep for my upcoming series on Power BI, Excel & Dynamics GP. I stumbled across something I have never seen before: I tried to add too many columns to a SmartList! Here’s the message I received.…

  • Power BI matrix column width sizing

    I’ve been working with Power BI a lot lately on a “passion project” for myself. I’ll be starting to share more about that in the coming days but first I wanted to share a little tip (that I wish we didn’t need!) for sizing columns on Matrix visuals in Power BI. I’ve read many other…

  • Remove all notes in PowerPoint

    WOW, it’s been *some time* since I last blogged. I’m alive and well and finally getting back to the right mindset to get back into this. Stay tuned! This is a super easy tip that I learned today. I also learned I’m a super lazy PowerPoint creator. I create PowerPoint presentations by copying the last…

  • Excel – where did my workbook go?

    Today’s #TipTuesday is an odd one. A few months ago, a client had an issue with a specific Excel workbook they couldn’t “open”. Of course, the usual questions around “Is there an error message?” etc. didn’t pan out. Typically it might be a corrupt file issue or something, but once I saw the issue on…

  • Testing email functionality

    Today’s #TipTuesday is around email functionality in Microsoft Dynamics GP and some tips on how to test it. In my post last week, I made some mistakes in testing that have led to this post. Long story short: I neglected to edit all the tables that had live email addresses when I did some testing.…

  • Checklinks “the keys record has been removed”

    Today’s #TipTuesday is about Checklinks, specifically about a message a user may get when running 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. File Maintenance Error Message The…

  • 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 before approval. The report has a couple of queries in it (from SQL) and…

  • 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…

  • How to copy budgets

    Today’s #TipTuesday comes courtesy of a question on the GPUG open forum about how to copy a budget in Dynamics GP. Method #1 – Export/Import The method described in one of the thread answers is exporting the budget to be copied and then importing it back in with a new Budget ID. Does it work?…

  • 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…

  • SmartList Tips – search

    Today’s #TipTuesday article is yet another SmartList tip. For 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. Search basics There are some basics to search and some advanced stuff about search. To start…

  • SmartList Tips – favorites

    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…

  • SmartList Tips – working with columns

    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. Changing the Column Order & Names In my first tip post, I showed that it’s…

  • SmartList Tips – printing & exporting

    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 &…

  • SmartList Tips – the basics

    Today’s #TipTuesday is another one for the newer Dynamics GP users in the community. Recently a user asked me how they could prepare a SmartList for some receivables data they wanted. It turns out they had not utilized SmartLists at all in their day-to-day work yet, despite using Dynamics GP for a few years. It…

  • Show Required Fields

    Today’s #TipTuesday is for new users, and it could be a very helpful one. This post is all about options to make “required” fields in Dynamics GP more visible to users, a feature that is easily overlooked in training. User Preferences In a post last summer, I covered some of the User Preferences window, but…

  • Hyphens in Dynamics GP Fixed Assets

    Today’s #TipTuesday is about the Dynamics GP Fixed Assets module. I am going to discuss the restriction around the use of hyphens (dashes) in Fixed Asset IDs. Before GP 2013, there was no issue with hyphens and many customers who utilized Fixed Assets had created Asset IDs with them as separators. Of the numerous clients…

  • Excel Navigation tips

    Today’s #TipTuesday is yet another Excel tip. This one is about navigation, and some tips around things I use every day when I’m working in Excel. Some of these are particularly useful for Excel users to get a set of data ready for an integration, which often is the world I’m living in. Sometimes I’ve…

  • Excel’s hidden gem – IFERROR

    Today’s #TipTuesday is yet another Excel tip. I’ve been working with spreadsheets a lot lately. My blogs tend to follow my work and these last 3 weeks have been no exception. As I run into things or use something I haven’t touched in a while, I tend to blog about it! This tip is about…

  • Excel VLOOKUP – numbers as text & vice versa

    Who has tried using a VLOOKUP formula in Excel to look up something numeric but stored as text, or vice versa? It’s annoying to have data formatted one way and the lookup in another. Today’s #TipTuesday is all about that, showing a couple of formula tweaks to make this a bit easier. Example 1 –…

  • Excel tip – “corner” copy

    Today’s #TipTuesday post is a little Excel tip. It’s one of those things that I assume most people know, and then I work with someone and watch them use Excel and end up teaching it to someone. I call it “corner copy” but I’m sure that is not the official name! There are 2 parts…