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 takes the popular, easy-to-use SmartList tool and increases its power and range. Now you can query more data in more ways. This SmartList Builder gives you access to all the information that you capture, enabling you to create your own custom SmartLists. With SmartList Builder, the possibilities are endless. Here are just a few examples: You can combine multiple tables to go beyond basic SmartList data. You can create calculated fields. … [Read more...] about Search Smarter, Not Harder With GP SmartLists
Sort Data Faster, Smarter With Our Custom Solutions
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 accountants trying to get a monthly analysis of business performance. It’s often a monthly ordeal and can take precious time out of your busy schedule. If this sounds familiar, you should know that we can help you create SQL objects that do the heavy lifting for you. Once the objects are loaded, you can view the data with your tool of preference, such as an Excel Refreshable Report, a SQL Server Reporting Services report or … [Read more...] about Sort Data Faster, Smarter With Our Custom Solutions
Close the Books in Minutes with Dynamics GP Reconciliations
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 or more. However, we have some companies that are performing their month-end close with Dynamics GP in two or three days. CPA and author Stephen Bragg provides a guide to shrink the process down to just one day in his book Fast Close. Impossible, you say? It’s not if you perform daily bank reconciliations. One of the very time-consuming activities at month-end is reconciling bank accounts. Traditionally, accounting professors taught their students to reconcile bank accounts monthly after … [Read more...] about Close the Books in Minutes with Dynamics GP Reconciliations
Microsoft Releases Dynamics GP 2016
The latest version of Microsoft Dynamics GP was officially released on May 1. The highly anticipated 2016 version is now available as an upgrade or to new customers. An ERP accounting software for mid-sized businesses, Dynamics GP has more than 47,000 customers in the U.S. This latest version includes the following new features: HTML5 browser with multi-device support for Web Client Key additions to the All-in-One Document viewers ODATA service for Power BI New service-based architecture entities More than 35 new functionality features To learn more about GP 2016, check out the GP Dynamics Community Blog. Boyer & Associates will also discuss the features of this latest version of GP at our free client event on June 7. … [Read more...] about Microsoft Releases Dynamics GP 2016
Is Data Warehouse the Best Tool for Nonprofits?
When you have decisions to make but an overabundance of data, how can you make the best decision? This is where data warehousing can be helpful particularly for nonprofit organizations that pull data from multiple data sources. This article explains how a data warehouse can improve management and analyses of your information from Microsoft Dynamics GP, Dynamics SL or Dynamics NAV. What Is a Data Warehouse? A data warehouse (DW) is a multi-dimensional database or a virtual storage unit that houses diverse transactional and operational data sets. Think of it this way: if you could add a third dimension to an Excel spreadsheet, you could organize all of your transactional and operational information. Management of DWs involves a technical … [Read more...] about Is Data Warehouse the Best Tool for Nonprofits?
Security Tips in 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 of this post, we provide a new script that you can run that will help automate this process for you. Usually the main security issue is that a user tries to access a certain window and get an error saying they do not have permission to open that window. Initially, you could determine the requirements by creating a DEXSQL log of the permission error. Start this log just at the moment before you click the link or open the window, then … [Read more...] about Security Tips in Microsoft Dynamics GP
Management Reporter Tips and Tricks – 49. P&L Check Figure
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. The first step is to add a non-printing check figure to add up all your P&L accounts. Now, add a row that subtracts the calculated net income from the check figure and make it non-printing if it is zero. Caution: If using a tree with the P&L, this will not check to make sure all departments are in the tree. This tip, and many more, are covered in our Management Reporter training class held each month. If … [Read more...] about Management Reporter Tips and Tricks – 49. P&L Check Figure
Management Reporter Tips and Tricks – 48. Web Viewer Default
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 more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event. Be sure to subscribe to our blog so you don’t miss next week’s tip – P&L Check Figure. … [Read more...] about Management Reporter Tips and Tricks – 48. Web Viewer Default
Management Reporter Tips and Tricks – 47. Wrap Text
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. If you are interested in more training, please visit our calendar to register for an event. Be sure to subscribe to our blog so you don’t miss next week’s tip – Web Viewer Default. … [Read more...] about Management Reporter Tips and Tricks – 47. Wrap Text
Management Reporter Tips and Tricks – 46. Renumber Row Option
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 many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event. Be sure to subscribe to our blog so you don’t miss next week’s tip – Wrap Text. … [Read more...] about Management Reporter Tips and Tricks – 46. Renumber Row Option
