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Logging off Correctly in Dynamics GP

Logging off Correctly in Dynamics GP With the move to the cloud, we are seeing more terminal server type access points to Dynamics GP systems. With this comes a multitude of stranded users, since they are assuming that closing the window closes a...

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How to Create a New User in Microsoft Dynamics GP

Follow these steps below if you need to create a new user in Microsoft Dynamics GP: 1. Log in as ‘sa’ 2. Go to the Administration Page 3. Under Setup click User a. Enter User ID. Note: Remember User ID will be case sensitive b. User Name c. Class...

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Reverse Historical Year – GP2013 R2

Have you ever wished you could re-open one of your historical years? Dynamics GP2013 R2 now makes this possible! A new feature was added that allows you to reverse a historical year. When you reverse a historical year, the original Balance Brough...

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Dynamics GP 2015 R2 puts SmartList Designer on Steroids with Workflow!

When Microsoft gave us SmartList Designer it was like having a dream come true (for us reporting geeks)! But we quickly learned that security stopped us from flying with it. Now Dynamics GP 2015 R2 has given us a new Workflow to help with this. ...

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Canadian Revenue Agency ROE Format Discontinuation Announcement

Canada Revenue Agency announced that in an effort to standardize their ROE Web file version, they will be decommissioning some of the ROE formats and will no longer be accepted by CRA effective December 31st, 2015. Discontinued ROE Formats 27 Wee...

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Dynamics GP Database Structure – Finding Fields

Dynamics GP Database Structure – Finding Fields There is a lot of data stored in Dynamics GP, but when users try to write reports they don’t know where the data is. Understanding the underlying database in Dynamics GP will help users build better ...

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Dynamics GP Reporting Tools

Dynamics GP Reporting Tools Dynamics GP has reporting tools for different user needs and there are various ways users can get data out of GP. The reports allow you to pull important data and generate reports to view the data in different ways. The...

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Dynamics GP Account Structuring – Chart of Accounts

Dynamics GP Account Structuring – Chart of Accounts Many companies grow and change over time and need to update their Chart of Accounts in Dynamics GP. During this recorded webinar, we discuss how to plan out a change to your Chart of Accounts and...

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Dynamics GP Year End Procedures and Processes

Dynamics GP Year End Procedures and Processes It seems that every year I have the same conversation with several clients over the procedure for year end closing of Dynamics GP. We usually discuss two sides of the system requirements as well as yea...

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How to Use the Payables Copy/Paste Feature in Excel – Dynamics GP (Video)

How to Use the Payables Copy/Paste Feature in Excel – Dynamics GP (Video) In this short video, see how to use the new Payables copy and paste feature using Excel that was added in Dynamics GP 18.3. Transcript below: My name is Shil...

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Multicurrency in Dynamics GP

Multicurrency in Dynamics GP There are a lot of things to think about when doing Multicurrency in Dynamics GP. During this recorded webinar, learn how to setup currency, rates, and revaluation. We discuss realized vs. unrealized gains and losses, ...

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Jet Reports Financial Reporting for Dynamics GP

Jet Reports Financial Reporting for Dynamics GP During this recorded webinar, learn about Jet Reports Financial Reporting for Dynamics GP. Jet Reports is an Excel add-in that can be used to replace Management Reporter, so if you know Excel then y...

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Creating a Test Environment for Dynamics GP

Creating a Test Environment for Dynamics GP Creating a good test environment is an important step in controlling your Dynamics GP system. I’ll cover 3 aspects: Test Environment vs Test Company Tips for Copying Data Important Steps After Liv...

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