dynamics gp tips

Dynamics GP Tip: How to Add a DBA Field to the Vendor Maintenance Window, Reporting and 1099s

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Vendor Maintenance Dynamics GP

Source: Dynamics GP Documentation With the October 2020 release of Dynamics GP, you now have the ability to add a DBA field to the vendor maintenance window, reporting and 1099s. When a business is created in the United States or Canada many times, they have the option of using a DBA, or “Doing Business As” name, … Read more Dynamics GP Tip: How to Add a DBA Field to the Vendor Maintenance Window, Reporting and 1099s

How to Import Credit Card Transactions to a Vendor Account in Dynamics GP

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GP payable management setup page

Source: Dynamics GP Documentation With the October 2020 release of Dynamics GP, you now have the ability to import credit card transactions to a vendor account. Importing a credit card statement to a vendor account in Dynamics GP makes it fast and easy to enter invoice transactions. Users can import the credit card transactions as payable … Read more How to Import Credit Card Transactions to a Vendor Account in Dynamics GP

How to Bulk-Edit SmartList Columns in Microsoft Dynamics GP

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Bulk Edit SmartList in GP

Source: Dynamics GP Documentation With the October 2020 release of Dynamics GP, you now have the ability to bulk-edit the columns on a SmartList. In order to see this new functionality you will need to start by opening SmartList (choose Microsoft Dynamics GP, and then choose SmartList). You’ll then navigate to the specific SmartList that you want … Read more How to Bulk-Edit SmartList Columns in Microsoft Dynamics GP

How to Set a Password Reminder in Microsoft Dynamics GP

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by Bobby Haggard Situation: Often a client or user will call saying they have been locked out of Dynamics GP or that they are unable to login because they failed to update or reset their password prior to the password expiring. Resolution: TrinSoft encourages our clients to set reminders on their GP Home Page To … Read more How to Set a Password Reminder in Microsoft Dynamics GP

Comprehensive Document Attach in Microsoft Dynamics GP 2018

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When Microsoft built Document Attachment in Dynamics GP, they relied on user input to identify the top scenarios you wanted solved. The Dynamics GP 2018 release broadens the availability of the document attachment capability to additional master record windows, inquiries and transaction entry windows. The option to attach new documents in Inquiry windows is also … Read more Comprehensive Document Attach in Microsoft Dynamics GP 2018

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