Dan Moore

/Dan Moore

About Dan Moore

Dan Moore is a GP consultant at Boyer & Associates. Before joining our team in 2013, he worked at Microsoft in licensing and support for six years. As a support specialist, Dan enjoys troubleshooting and helping clients solve their problems. As if he doesn't get enough of computers at work, Dan's hobbies include computers and movies.

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 [...]

Security Tips in Microsoft Dynamics GP

By |November 13th, 2015|Blog, Microsoft Dynamics GP|

Since security has become more complicated in Dynamics GP, there are times when it becomes difficult to figure out what tasks a user needs assigned in order to access a certain window. In the beginning of this blog post, we will show you the detailed information and how we previously did this. In the later half [...]

Professional Services Tools Library (PSTL) Installation Instructions for Dynamics GP

By |April 13th, 2015|Blog, Microsoft Dynamics GP|

Today, I am going to show you how to install the Professional Services Tool Library (PSTL) for Microsoft Dynamics GP and how to launch it. However, please note that the tools in this package can only be used by the System Administrator (SA) user. You will have to be logged into Dynamics GP as the SA user [...]

How to Set Up a New Company in Dynamics GP

By |December 30th, 2014|Blog, Microsoft Dynamics GP|

Today, I will demonstrate the steps to create a new company in Microsoft Dynamics GP. You will need to navigate to your Windows Start menu and then select the Microsoft Dynamics folder and expand it. You will see another folder for GP 2010/2013/2016 (depending on what version you are using); expand that folder as well. [...]

Moving Transactions to History in Dynamics GP

By |October 3rd, 2014|Blog, Microsoft Dynamics GP|

Ever wondered how to move transactions to history in Microsoft Dynamics GP? Below are the reasons why you might want to do so and fairly simple steps to moving transactions to history in Sales Order Processing (SOP), Receivables Management (RM), Purchase Order Processing (POP), and Payables Management (PM). Sales Order Processing (SOP) Per the help [...]

SOP to POP Link in Microsoft Dynamics GP

By |September 16th, 2014|Blog, Microsoft Dynamics GP|

Today, I am going to show how to create a Purchase Order from a Sales Order in Microsoft Dynamics GP.  You can do this to purchase shortages of items that you need to sell. First, navigate to the Sales Transaction Entry window (Sales → Transactions → Sales Transaction Entry). Enter your Sales Order information completely. [...]

How to Delete a Previously Printed Sales Order Processing Batch in Dynamics GP

By |August 28th, 2014|Blog, Microsoft Dynamics GP|

Microsoft Dynamics GP users, have you ever wondered how to delete a Sales Order Processing (SOP) batch that has already been printed?  Today, I will explain how to do just that, whether some or all of the documents in it have been printed. When you try to delete a batch of sales invoices where some [...]

Integration Manager: “Document cannot be edited; it is being edited by another user”

By |July 16th, 2014|Blog, Microsoft Dynamics GP|

Today, I would like to share a resolution to an error message when using Integration Manager to import records into Sales Order Processing. Recently, I was working with a customer who was trying to import sales invoices into Microsoft Dynamics GP, but the integration was failing with an error on one document: “ERROR: Document cannot [...]

Currency Translation in Management Reporter 2012 CU8

By |May 28th, 2014|Blog, Management Reporter, Microsoft Dynamics GP|

Currency Translation was added in Management Reporter in the CU8 update.  This allows you to switch between currencies on the fly when printing the report to the web viewer by clicking on the Currencies button and selecting which currency you wish the report to display in: Before this will work, however, you need to have [...]

Dynamics GP 2013 SmartList Export Error

By |April 22nd, 2014|Blog, Microsoft Dynamics GP|

We have seen a new issue with SmartList export in Microsoft Dynamics GP 2013 – it is truncating numbers to the thousands place.  For example, on the two incidents we saw, they had a number in SmartList like 4,950.00. When exported to Excel, it exported as 4.  Changing the format on the column does nothing [...]