Microsoft Dynamics GP

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Disable Word Templates in Dynamics GP for Printing

By |March 28th, 2017|Blog, Microsoft Dynamics GP|

How to disable Word Template as the default report type in Dynamics GP Today I am going to talk about how to change the default Report Type on reports in Microsoft Dynamics GP. Specifically, I have had some questions from customers wanting to know how to change the Report Type option default from Template to [...]

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Dynamics GP 2016 R2 Now Available

By |January 17th, 2017|Microsoft Dynamics GP|

Microsoft releases Dynamics GP 2016 R2 The latest release of Microsoft Dynamics GP debuted Dec. 1, 2016. Microsoft continues to improve its products based on customer needs, as evidenced by this latest release. New features in the R2 release include: SmartList Designer enhancements PowerBI reports added to web client home page Project Accounting and Requisitions [...]

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Dynamics GP Troubleshooting: Fixed Asset Issues

By |November 8th, 2016|Microsoft Dynamics GP|

Fixed Asset Depreciation Stuck – Depreciate button greyed out in GP This is an issue I have seen a few times. You go to depreciate in Dynamics GP and you see that the Depreciate button is greyed out and the book is already in the Selected Books section: Cause:  After some testing I found that [...]

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Fix Document Attach Issues in Dynamics GP

By |October 26th, 2016|Microsoft Dynamics GP|

"Document Attach not working in Microsoft Dynamics GP. Paperclip icon missing." Have you seen this error? Today I am going to show a fairly common issue within GP regarding the document attach functionality. Some users will see, when clicking to add an OLE note to a record, that the paperclip icon is missing for the document [...]

Write Off Documents in GP Receivables

By |September 13th, 2016|Microsoft Dynamics GP|

How to Write Off Documents in Receivables Management — 9 Easy Steps You can use the Write Off Documents window in Microsoft Dynamics GP to write off outstanding credit or debit balance amounts for one or more customers. You can specify a write-off limit and cutoff date, and whether to create one credit or debit [...]

Who Did It? Tracking Changes in Dynamics GP

By |August 2nd, 2016|Blog, Microsoft Dynamics GP|

Sometimes you just need to know who entered a transaction into your Microsoft Dynamics GP system. As you may have already noticed, GP has no standard window to show who entered a particular transaction. However, most of the transaction tables in the GP database do have a field for the “User ID.” This field shows [...]

GP SmartList Quick Tip: Changing Display Columns

By |July 26th, 2016|Blog, Microsoft Dynamics GP|

Have you ever wanted to change the name of a column in a Dynamics GP SmartList? Perhaps instead of “Customer Name” you would like the export to show “Client Name,” for example. It is very easy to change the names of columns as well as the order of columns as they appear on your SmartList. [...]

Search Smarter, Not Harder With GP SmartLists

By |July 19th, 2016|Blog, Microsoft Dynamics GP|

Using SmartList Builder in Dynamics GP Microsoft Dynamics GP SmartLists have always enabled users to organize and display data from the accounting system in a way that makes sense to them. Users can search records according to specific criteria to show exactly what data they need to see. SmartList Builder in Microsoft Dynamics GP 2010 [...]

Sort Data Faster, Smarter With Our Custom Solutions

By |July 12th, 2016|Blog, Microsoft Dynamics GP|

Do you ever have to output financial information with GP SmartLists and then go through the same manual efforts in Excel? Perhaps you need to export to Excel to filter out certain groups (such as top customers) or sort data (largest dollar amount to smallest dollar amount, for example). This is a typical headache for [...]

Close the Books in Minutes with Dynamics GP Reconciliations

By |July 5th, 2016|Blog, Microsoft Dynamics GP|

Performing Daily Bank Reconciliations in Dynamics GP Speeds Up Month-End Closing The beginning of every month is an exceptionally busy time for accountants as they try to close the books for month end. Many companies feel good when they close their books in a couple of weeks. For other companies, the process can take five weeks [...]