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 of why I wanted to write this article, which isn’t about batches specifically but about edit lists, which you only can use if you use batches in Dynamics GP. Two incidents in recent weeks have re-affirmed my belief that using batches, reviewing your work prior to posting and specifically, using the edit lists, is an important practice to follow.
Continue reading “Why Edit Lists are important”
Over the past few months, I’ve put more of a concentrated effort on helping answer questions on various #MSDYNGP forums. I’ve responded off and on over the years, but only in the last few months have I attempted to regularly work at contributing in that way. I’ve noticed a few things that are either pet peeves or simply my opinion on right and wrong ways to use public forums for advice when it comes to your Dynamics GP question. Most of these items can easily be applied to any forum experience but mine are more specific to ERP forums in general.
Continue reading “8 Tips for Using Forums Effectively”
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 specific holding periods and factor in different holidays of both themselves and their service providers (mostly the same holidays but some different). For example, their data is read by a third party service and it takes so many business days after a scheduled read date to get the data back for billing; then they have a window of so many business days to finish and post the billing cycle etc. All these dates are based on a start date and a factor of so many days – business working days – but excluding holidays.
Continue reading “Cool Excel Tip: Dates without holidays included”
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.
Continue reading “Looking for special characters in SQL”
I was working with a new Dynamics GP user recently, and one of the issues that they asked me about was an error they received when they tried to post a cash receipt transaction.
Continue reading “Transaction vs. Batch Posting”
I made the rookie mistake of forgetting I left my VM on earlier this week and now I’m out of credits and have to wait another few days to use it again. Draaaaaag!
Prior to that I had taken some screen shots to demonstrate how to find and use some settings around IP addresses and DNS names. Some of these things have changed since I wrote about my Azure experiences around this time last year, so this is an update if you are using the new Resource Manager approach to managing VMs.
Continue reading “More Azure – Part 3”
In early May 2016, we saw the introduction of Microsoft Dynamics GP 2016 and the general availability of the first two Canadian Azure data centres in Toronto and Quebec City. That combination gave me a chance to roll up my sleeves again and work with Azure a little more, as I want to ultimately host any of my own Azure machines in Canada, and of course, play with the last version of Dynamics GP!
One year ago now, I wrapped up a series of posts detailing my adventures with Microsoft Azure, learning about how it works, and what the cost looks like over the first few months of activity. The wrap-up post is here, which has the index of the series I wrote. Reading through those, most of what I wrote is useless now!
I hope to write some updated blog articles on what’s changed in Azure since I wrote about things last year. My experience recently has shown me that nearly everything I thought I knew last year, has changed! There is a new portal, which means deploying resources differently, with different terminology, different locations for finding some things etc.
Continue reading “More Azure – part 1”
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, this information isn’t particularly easy to get to in GP in aggregate form, or I’m drawing a complete blank on where to get it. There are many inquiry windows but most with this type of thing are at a customer level, not company level.
So, I wrote a couple of quick smartlists – one for A/P, one for A/R, and I thought I’d write it out as this client likely isn’t the first one to ask this question! I’ll call it a poor man’s dashboard… it’s simple, and for those who haven’t delved into dashboards yet or graphs or KPIs, this may suffice for some simple information about what you’re processing in Dynamics GP.
Continue reading “Poor man’s dashboard?”
For some reason, out of the box, Dynamics GP Canadian Payroll T4 Forms don’t have the employer address. Why? I have no idea… but the information is there to be added easily, and here’s how to add it to your T4 reports for Employer and Employee versions.
Continue reading “How to add the Employer Address to T4 Forms”
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 is a wealth of knowledge someone certified in payroll matters knows that I’ll never know!
Continue reading “How YTD CPP & EI factor into Tax calcs”