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”
Here’s another pet peeve of mine when it comes to Integration Manager: changing the default IM database on each installation. Like my previous post on how to register IM quickly, here’s another tip on using the .ini file settings to your advantage to roll out workstation installs quickly and painlessly.
Continue reading “More fun with Integration Manager”
An update on my Azure experiences… apparently I forgot to turn off my Azure VM one day last month. I say apparently because I don’t recall using Azure to turn it on, but perhaps I did, anticipating doing something, then forgot. It happens.
Continue reading “Azure – when you forget to turn your vm off!”
Pretty soon I’ll have to be more creative with the blog post titles! Part 193 …. geez.
More stuff I’m learning: it’s way easier to install and configure Active Directory Domain Services on Azure than installing SQL Server 2014 fresh on a Windows-only VM. Seriously… I’m on my 3rd attempt to install SQL Server!
If you’ve read my last post, part of the What’s Next was creating a standard VM, installing A/D on it and installing SQL Server on it. This is not and never will be anything close to a production machine, so the significant faux-pas of having SQL Server on a Domain Controller seems like an acceptable risk to me. Since I have test & development licenses, instead of paying by the minute for the license, I figured I should be able to start with a standard Windows O/S VM on Azure and go from there.
Continue reading “Dynamics GP on Microsoft Azure – Part 6”
Day 3 of using Microsoft Azure and things are becoming a little more clear. I haven’t *done* much with actually using apps on the VM yet, more messing around with installs and configuration. This is a continuation of my first two posts on learning Azure in the context of upgrading to GP2015 for testing. Part 1 is here and Part 2 is here.
Continue reading “Dynamics GP on Microsoft Azure – Part 3”
As I sat up til nearly 1:00am last night (er, this morning) playing with the new Azure VM, I was thinking “this is going SO smoothly!”. I should have known it wasn’t going to be that easy. 🙂
See yesterday’s “Part 1” post for the introduction to this journey I’m on, which covers why I’m doing this, going from a new subscription to provisioning a SQL server VM. At the end of yesterday’s post, I stopped at “I’ve provisioned my VM”. After that I tried some things, and ran into a problem.
Continue reading “Dynamics GP on Microsoft Azure – Part 2”
I feel that I’m a bit behind the curve… I haven’t installed GP 2015 in my environment yet, I haven’t tried anything on Microsoft Azure yet, and I figure it is about time I started to look at both.
Continue reading “Dynamics GP on Microsoft Azure – Part 1”
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
Continue reading “Don’t forget about your reminders!”