Paul James

/Paul James

About Paul James

Paul James began his career in accounting in 1992 through the United States Air Force. He obtained his associate’s degree from the University of Alaska Anchorage and his bachelor’s degree in accounting from the University of St. Thomas in 1999. Paul has more than 20 years of experience in accounting, systems and business. With a background in both accounting and staff development/training, Paul has excelled at teaching the intricacies of Microsoft Dynamics SL, Dynamics GP and Management Reporter at Boyer & Associates.

Dynamics SL Quick Fix For Tab Key Problems

By |April 28th, 2016|Microsoft Dynamics SL|

Users of Dynamics SL sometimes have a difficult time remembering to use the tab key to move to the next field during data entry in the input screens. A fix to this is a somewhat hidden option. In the tools menu item there is an option to use the enter key to move from one [...]

Management Reporter Tips and Tricks – 49. P&L Check Figure

By |November 10th, 2015|Blog, ERP Events, Microsoft Dynamics GP|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on P&L Check Figure. Ever wonder if you are pulling all the GL accounts and your formula is working correctly in your P&L row definitions? Add a check figure to validate and warn you if there are accounts missing, duplicated, or if the formulas are wrong. [...]

Management Reporter Tips and Tricks – 48. Web Viewer Default

By |November 1st, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

Here's this week’s Management Reporter tip for Microsoft Dynamics ERP: Do your reports keep opening up in the web viewer like below? Change your default to the MR Report Viewer in the Reporter Designer under Tools. This will have a few more options available that the Web viewer does not have. This tip, and many [...]

Management Reporter Tips and Tricks – 47. Wrap Text

By |October 27th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Wrap Text feature. Wrap Text – This feature is in the column definition and prevents the row description from being cut off, as illustrated below. Column Definition: This tip, and many more, are covered in our Management Reporter training class held each month. [...]

Management Reporter Tips and Tricks – 46. Renumber Row Option

By |October 20th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Renumber Row Option. Renumber Row Option – Found in the Row Definition Edit/Renumber rows. It will also renumber formulas. The Renumber Row Option is a very nice feature for those accountants that like good organization in their reports. Before: After: This tip, and [...]

Management Reporter Tips and Tricks – 45. Zero Value Override

By |October 13th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Zero Value Override Text. Zero Value Override Text – Allows you to override a zero value in the format of a row or column with a text such as “N/A”.  This is very useful if your report is set to show blanks for zero, [...]

Management Reporter Tips and Tricks – 44. Acct Modifier

By |October 6th, 2015|Blog, ERP Events, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Acct Modifier. Acct Modifier - Change the period data of a specific row. This can be very useful for cash flow statements to pull in beginning period cash balances or to show a YTD number below a MTD number. Row Definition:   This tip, [...]

Management Reporter Tips and Tricks – 43. Column Restrictions for Rows

By |September 29th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Column Restriction for Rows. Column Restrictions for Rows – Restrict data and formats to specific columns on the report as illustrated below. Row Definition:             Result: This tip, and many more, are covered in our Management Reporter training class [...]

Management Reporter Tips and Tricks – 42. Dynamic Headers with CALC

By |September 22nd, 2015|Blog, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Dynamic Headers with CALC. Dynamic Headers with CALC – If you want the auto text to populate in the column header for a calculated column, you will need to define the Fiscal Year and the Period, as highlighted in the illustration below. Column Definition: [...]

Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns

By |September 15th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on calculations on hidden columns. Calculations on Hidden Columns – When using non-printing rows that you want to be included in the calculation you need to specify the columns individually B+C+D. When you want a total for only the rows displayed on the report use [...]