-
Are you using what you’ve purchased?
Today’s #TipTuesday isn’t a technical tip, it’s more of a business tip. I’ve written this to be specific to Dynamics GP, although what I describe may apply to other applications and software licensing. I have not worked with licensing on any other ERP packages to know if this might be a general rule of thumb…
-
Excel Paste Special – Operations
Today’s #TipTuesday is an Excel tip. There are some funky Paste Special options beyond the basics like Paste Values, Paste Formats etc. I find if I were to ask most Excel users what Paste Special is, the majority would answer “pasting values instead of formulas”. While that’s true, there are also Paste Operations. There are…
-
SQL Alerts with HTML email body
Today’s #TipTuesday is a bit different from my normal type of post. In the course of monitoring some integrations, I wanted to change the emails I get when there are issues. What I inherited was email alerts with attachments, without any data that I could use as an Outlook filter to tell me if something…
-
SmartList stuck on My Reports pane
Today’s #TipTuesday post is about troubleshooting an issue with the My Reports home page area/pane and how to remove SmartList favourites from there. The specific scenario here related to favourites that were “stuck” in MyReports after an upgrade to GP 2013 a few years ago. I was reminded of this when I saw this post…
-
Originating fields in SmartList
Today’s #TipTuesday is a bit about the “Originating” fields in SmartList, what they are and what one may find in them. These fields are found under the Account Transactions SmartList (under Financial) and in certain circumstances, users will be able to extract *some* sub-ledger information from their GL to supplement their account analysis. What are…
-
SmartConnect, Variables & Quotes
Today’s #TipTuesday title is a little obscure but it’s 2 tips in 1! I’ve been building some integrations lately, as I alluded to in my last post. Today’s tip, and next week’s tip, are all coming out of some things I ran into today that gave me some great topics to share! Woohoo! This tip…
-
Fixed Asset Labelling
Today’s #TipTuesday comes about from a question on the GPUG forum about Asset tags and an issue a user was having with asset numbering not tying back to the asset tags (getting out of sequence I believe was the issue). This isn’t about that specific piece but a more general tip around Asset ID numbering…
-
SmartConnect Define Company
Today’s #TipTuesday is a tip for those Dynamics GP customers using eOne Solutions’ SmartConnect. I often have a situation where I want users to select which company to integrate into themselves, instead of defining a single company on a map. What I’ll show in this post also opens up the possibility of integrating data into…
-
Mass Update CPY Basic Personal Exemption
Last week, I was asked if I knew of a quick way to update the Basic Personal Exemption (“BPE”) amount in Dynamics GP Canadian Payroll. It’s not the first time I’ve been asked as it’s relatively common for an “oops” on the CPY Year End Close routine to either forget to update the personal exemption…
-
Cdn Payroll T4 XML & Multiple Employers
Today’s #TipTuesday is too late for 2018 filings but hopefully, those this applies to will file it away for next year. The post is a result of a question from a consultant who works for one of the Dynamics GP VARs in the Toronto area, whose client asked how to get 1 XML T4 file…
-
Additional menu in GP windows
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…
-
When did that GL Account get added?
This phrase was uttered in the office recently, by the person who is tracking final changes to the year-end Financial Statements. Her statements were out of balance, which turned out to be a new GL Account. The next phrase was “Oh sorry, I forgot to tell you I added that. There must be some way…
-
SmartList Options
Today’s #TipTuesday is about the SmartList Options window, a hidden gem! The misconception is some of the things I’m describing might require using SmartList Designer or Builder to create new SmartLists. Many useful tweaks can be made without any of those tools. What is it? First of all, this window is found on the Administration…
-
My write-off doesn’t add up!
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…
-
Quick Journals
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,…
-
Backout or Correct Journal Entry
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…
-
Copy Journal Entry
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…
-
AutoComplete Tips
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…
-
Getting a list of write-offs follow up
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…
-
Getting a list of write-offs
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…
-
My Reports in GP
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…
-
Take company offline
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…
-
Two Factor Authentication, part 2
Today’s #TipTuesday is a continuation of last week’s first post on Two Factor Authentication, 2FA for short. Today I am not getting into examples, as I found an interesting article last week after posting my first blog, that illustrates some of why 2FA and password managers are important. Instead of trying to document what already…
-
Two Factor Authentication, part 1
Today’s #TipTuesday is a topic that likely needs multiple posts to handle it properly. As I write this, it’s already long before I even get into examples and “how to” on common sites so this will be a mini-series in my #TipTuesday series (a series within a series?!). Long story short: with all of the…
-
Advanced Lookups
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…
