Tag: #tip

  • Multicurrency troubleshooting tip

    Today’s #TipTuesday post is a small tip, something to watch for if any GL Accounts in Dynamics GP are revaluing month after month despite having a zero balance in the company’s functional currency. Nearly 20 years ago, I worked for a company that did a lot of transactions in multi-currency and we revalued our A/R…

  • Tips for refreshing a test company

    Today’s #TipTuesday is not an application tip but a technical one. Most Dynamics GP clients have one or more test companies or test environments. I’d be willing to wager that many have some standard scripting that is run when a test company is refreshed and may even automate it in a SQL stored procedure or…

  • Assigning an item to multiple sites

    Today’s #TipTuesday is a feature that was introduced in GP 2013 R2 and it’s an alternate way to assign multiple sites to an item quickly as well as some other Item-Site attributes. Why this is cool When adding a new item to Dynamics GP, users need to assign it to one or more sites. Before…

  • Account Maintenance Options

    Today’s #TipTuesday is a “back to the basics” tip. I wanted to cover a few areas in GL Account Maintenance that are often overlooked or that users are unaware of. The first one, Allow Account Entry, is a favourite of mine because too often I’ve seen organizations with reconciliation issues that were caused by “rogue”…

  • Reverse Fiscal Year End Close

    This #TipTuesday discusses the feature introduced in GP 2013 R2, the ability to reverse a Fiscal year-end close (i.e. re-open a closed fiscal year). Generally speaking, there should be very few reasons why this is necessary in the first place, as users can post to the previous (most recent) closed year already, which I hope…

  • Clear Recurring Batch Amounts

    Today’s #TipTuesday is a simple one that was introduced in Dynamics GP 2010. Recurring batches have been around forever, but the tiny, nearly unnoticed feature added in GP 2010 was the ability to clear recurring amounts, once the batch is posted. Overview This feature is available in General Ledger batches of the origin General Entry…

  • Write Off Small Customer Balances

    Today’s #TipTuesday post is around writing off small customer balances. Year-end is a great time to perform some clean-up tasks (if it’s not part of normal monthly or quarterly processes. This post will cover the default Dynamics GP “Write Off Documents” process that makes this one very easy. Overview The Write Off Documents window is…

  • Tips for Dates in Dynamics GP

    I’m starting a #TipTuesday series and this is my first one in the series. Back in 2010, in one of my first-ever blog posts, I wrote about some tips to handle dates. Today I’ll expand to include a few other gems that I find many users don’t already know! User Date Let’s start with the…

  • 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…

  • Multiple instances of GP & applying service packs

    I recently purchased a new laptop and loaded it up with 16 GB of RAM so it could handle having multiple instances of Microsoft Dynamics GP on it.  Two of the instances are of GP 2016. One of the wrinkles of having test machines with multiple instances of the same version of GP is ensuring service packs are…

  • Cool Excel Tip – dates without holidays included

    Have you ever wanted to put a schedule together in Excel with planned dates for something over a period of time, and then manually reviewed the formula, to change dates so they didn’t fall on a holiday? A client of mine prepares a billing schedule a year in advance where they have to incorporate certain…

  • Looking for special characters in SQL

    Recently, a client was starting a SafePay & EFT implementation for Dynamics GP and one of the requirements of the bank was that the vendors cannot have any special characters outside of a handful of “regular” special characters. Their specifications and instructions had a list of acceptable characters and a longer list of unacceptable characters.…

  • How to add the Employer Address to T4 Forms

    For some reason, out of the box, Dynamics GP Canadian Payroll T4 Forms don’t have the employer’s address. Why? I have no idea… but the information is there to be added easily, and here’s how to add it to the T4 reports for Employer and Employee versions. Make sure the Employer record is fully set up…

  • Quick Comparison Report Testing Tip

    I am working on an upgrade right now with a client and have a quick tip to share, that may save a little bit of time in testing, depending on how many company databases there are. Common Time Wasters One very common problem with upgrades that I’ve seen is specific to people who, shall we…

  • Find the right GL account with Aliases

    Is it challenging finding the right GL account to use when entering transactions? Are the same GL accounts used frequently on day-to-day transactions? Has the GL account numbering changed recently? Aliases may be useful in any of the scenarios! What is it? Aliases are a little-used field on the Account Maintenance window meant for an…

  • Let the User Date be your friend!

    How many times something been posted in Dynamics GP on the wrong date because the user forgot to change the date?  Let the User Date be your best friend! What is it? The User Date is the default date for any transaction window in Dynamics GP.  It will default to the system date when logging…

  • Tips & Tricks – Date Shortcuts

    Here are few quick and easy tips for keyboard lovers when it comes to dates inside Dynamics GP. On a date fields, the + and – keys on your keyboard will increment the date forward or backwards. Dates can be entered according to the computer’s date format without the year and without the slashes.  If the…