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  • Blog Post: Added Control for Posting Dates from the PSTL

    Scott McHale
    Etelligent Solutions As a controller or finance manager you put processes and procedures in place to ensure that you have an accurate and reliable financial system. One aspect of accuracy is ensuring that all transactions posted into your accounting system are posted into the right fiscal period. Dynamics...
    on 23 Oct 2012

  • Blog Post: Using the PSTL Account Combiner in Dynamics GP with Canadian Payroll

    Scott McHale
    Etelligent Solutions Recently I was working with a client that wanted to utilize the Account Combiner tool within the Professional Services Tool Library (PSTL) to update their company’s chart of accounts. We discussed the process and I pointed out to them that the Canadian Payroll module, which...
    on 28 Aug 2012

  • Blog Post: National Accounts for Receivables in Dynamics GP

    Scott McHale
    Etelligent Solutions A client recently asked me to provide an example of cash receipt processing for national account customers. That request prompted me to choose the topic of “National Accounts for Receivables …” for this blog post. My thinking is that if one client has a question...
    on 17 Jul 2012

  • Blog Post: Should You Post in Summary or Detail Within Dynamics GP?

    Scott McHale
    Etelligent Solutions I am at the start of a new Dynamics GP implementation and one of the configuration choices facing the client decision makers will be at what level they want transactions to post into the General Ledger, in detail or summary. Dynamics GP allows for three options on the Posting Setup...
    on 5 Jul 2012

  • Blog Post: Help Get the Features that You Want in Microsoft Dynamics

    Scott McHale
    Etelligent Solutions Do you remember Microsoft’s advertising campaign that included the slogan “I’m a PC, and Windows 7 was my idea.” This catchphrase came to mind today as I was thinking of MS Connect , Microsoft’s website for collecting suggestions for product changes...
    on 19 Jun 2012

  • Blog Post: Streamlined Sales Processing in Dynamics GP – Copy from Existing

    Scott McHale
    Etelligent Solutions In my last post I addressed how to streamline sales processing in Dynamics GP with the use of repeating documents . In this post I want to explain how to copy data from an existing sales document onto a new one and thereby minimize data entry in another way. Start a new sales document...
    on 5 Jun 2012

  • Blog Post: Streamlined Sales Processing in Dynamics GP – Repeating Documents

    Scott McHale
    Etelligent Solutions Do you have customers that use scheduled services or have standing orders with your company? One of the ways to streamline sales processing in Dynamics GP for these situations is to set up repeating quotes or repeating orders. In order to utilize this functionality first ensure...
    on 22 May 2012

  • Blog Post: Use Word’s Master Document To Organize Dynamics GP 2010 Procedures Manual

    Scott McHale
    Etelligent Solutions A “best practice” way to ensure processes and procedures are adhered in a new system to is to give the teams doing the work a tool to help them – that is, procedures or policies.  When I am out at client sites, I am  asked the easiest way to write up policies and procedures...
    on 30 Jan 2012