Power of Attorney: lessons learned
I am a year-and-a-bit into my “on-the-fly” education of acting as Power of Attorney (POA will be used as the abbreviation for the rest of this article) for a relative, and let me tell you, … (more)
#tip
CRA T619 change for 2025
It’s been a while since I have posted something on my blog, but this one might impact a few people and it is causing some confusion among those transmitting T4 or T5 XML files. The … (more)
Add to Shortcuts & Startup folder
This #TipTuesday post has a couple of things in it, one of which is not working for me in my test install of Dynamics GP though! DOH! Update after publishing this: the Startup folder functionality … (more)
Stop Excel from opening “Book1”
Some things irritate me that really shouldn’t, and this is one of them. I often use computers provided by my clients instead of my own if I remotely access their environment or at their office. … (more)
Canadian Payroll Incomplete Paycodes message
A client ran into this last week and I thought it would be a good topic for a #TipTuesday blog post. The scenario is specific to users with both the Canadian Payroll (CPY) module and … (more)
Maximum columns in a SmartList
This is most likely the shortest #TipTuesday post I will ever create! I was playing with a SmartList to prep for my upcoming series on Power BI, Excel & Dynamics GP. I stumbled across something … (more)
Power BI matrix column width sizing
I’ve been working with Power BI a lot lately on a “passion project” for myself. I’ll be starting to share more about that in the coming days but first I wanted to share a little … (more)
Remove all notes in PowerPoint
WOW, it’s been *some time* since I last blogged. I’m alive and well and finally getting back to the right mindset to get back into this. Stay tuned! This is a super easy tip that … (more)
Excel – where did my workbook go?
Today’s #TipTuesday is an odd one. A few months ago, a client had an issue with a specific Excel workbook they couldn’t “open”. Of course, the usual questions around “Is there an error message?” etc. … (more)
Testing email functionality
Today’s #TipTuesday is around email functionality in Microsoft Dynamics GP and some tips on how to test it. In my post last week, I made some mistakes in testing that have led to this post. … (more)
Checklinks “the keys record has been removed”
Today’s #TipTuesday is about Checklinks, specifically about a message a user may get when running file maintenance against Sales > Receivables Open Transaction Files. Some general parts of this blog may apply to other errors … (more)
Excel Background Refresh & Pivot Tables
Welcome to my first 2020 #TipTuesday post. Today’s topic is Excel and how a background refresh setting can impact refreshing pivot tables. The background to this post is related to a report I was creating … (more)
SmartList Export Options
Today’s #TipTuesday post is the last in my mini-series of SmartList tips for Dynamics GP. I’m going to walk through a very simplistic example of an export from an Account Transactions smartlist, to Excel, where … (more)
How to copy budgets
Today’s #TipTuesday comes courtesy of a question on the GPUG open forum about how to copy a budget in Dynamics GP. Method #1 – Export/Import The method described in one of the thread answers is … (more)
Excel tip – is X in the list?
Today’s #TipTuesday is a detour from my recent SmartList tips for Dynamics GP, and I’m going back to Excel for this one. I have been working on a project recently where some data validation is … (more)
SmartList Tips – search
Today’s #TipTuesday article is yet another SmartList tip. For the past few weeks, I have been focused on small aspects of SmartList since I love this tool so much! Today I’ll be talking about searching … (more)
SmartList Tips – favorites
Today’s #TipTuesday topic is still related to SmartLists, the subject I’ve been writing a few of these about the past few Tuesdays! My topic is SmartList Favorites, which will be a bit shorter than the … (more)
SmartList Tips – working with columns
Today’s #TipTuesday post is the third in my series of tips on using SmartLists in Dynamics GP. The first two posts were around the “basics” as I call them and then printing and exporting. Today’s … (more)
SmartList Tips – printing & exporting
Today’s #TipTuesday is a continuation from last week, where I covered some of the basics around SmartLists: terminology, security, sorting & resizing columns, using the GoTo, and statuses. In this post, I plan to cover … (more)
SmartList Tips – the basics
Today’s #TipTuesday is another one for the newer Dynamics GP users in the community. Recently a user asked me how they could prepare a SmartList for some receivables data they wanted. It turns out they … (more)
Show Required Fields
Today’s #TipTuesday is for new users, and it could be a very helpful one. This post is all about options to make “required” fields in Dynamics GP more visible to users, a feature that is … (more)
Hyphens in Dynamics GP Fixed Assets
Today’s #TipTuesday is about the Dynamics GP Fixed Assets module. I am going to discuss the restriction around the use of hyphens (dashes) in Fixed Asset IDs. Before GP 2013, there was no issue with … (more)
Excel Navigation tips
Today’s #TipTuesday is yet another Excel tip. This one is about navigation, and some tips around things I use every day when I’m working in Excel. Some of these are particularly useful for Excel users … (more)
Excel’s hidden gem – IFERROR
Today’s #TipTuesday is yet another Excel tip. I’ve been working with spreadsheets a lot lately. My blogs tend to follow my work and these last 3 weeks have been no exception. As I run into … (more)
Excel VLOOKUP – numbers as text & vice versa
Who has tried using a VLOOKUP formula in Excel to look up something numeric but stored as text, or vice versa? It’s annoying to have data formatted one way and the lookup in another. Today’s … (more)