Don’t forget about your reminders!

As most of my blog topics start, this begins with 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 the answer
  • They are getting more and more frustrated at the “randomness” of GP by the minute (their words not mine!)
  • They email me with the equivalent of a “WTF?” with screen shots showing me when something works fine and when it doesn’t, assuming it’s completely randomly doing something just to piss them off.

The answer nearly always ends up with some variation of one of these:

  • Someone did something they shouldn’t have done
  • Someone didn’t do something they should have done

Sound familiar?
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Fun with Windows 8

I’ve been using Windows 8 now on my new laptop for about a couple of weeks.  I *love* it!  What baffles me is the sheer volume of blogs and articles I run into that are crapping all over this new operating system… it’s hilarious really.  “How to make windows 8 look like windows 7”??  Are you serious?  Why bother upgrading if you’re going to do that?

Enough of that.  Part of the learning curve has fortunately been handled by reading other users’ experiences and searching out tips and tricks to understand how to get things to work for you.  None of what I’m putting in here is new or revolutionary, but hopefully it helps someone out!

Key note for all of these tips: I am not using a touch device so these tips are 100% for keyboard and mouse users… some might work for touch too, I have no idea!
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Why does the JE description say “Receivings Transaction Entry”?

This question came up in a forum recently – not in this exact form – but essentially the question was “where can you change the description of a transaction from a Dynamics GP Receivings Shipment or Shipment/Invoice”?

The short answer is, it’s very well hidden but it is there, and most users don’t see it and generally it stays at the default value which is “Receivings Transaction Entry”.  That means if you print transaction descriptions on a Accounts Payable cheque or EFT remittance, that’s what you see.

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Find the right G/L account with Aliases

Do you have trouble finding the right G/L account to use when you enter transactions?  Do you frequently use the same G/L accounts on your day to day transactions and have the key them in or look them up each time? Have you recently changed your G/L account numbering and can’t remember the new account numbers? Aliases may be useful to you if you answered yes to any of these questions!

Continue reading “Find the right G/L account with Aliases”

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