How to Set a Password Reminder in Microsoft Dynamics GP

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 moreHow to Set a Password Reminder in Microsoft Dynamics GP

Comprehensive Document Attach in Microsoft Dynamics GP 2018

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 moreComprehensive Document Attach in Microsoft Dynamics GP 2018

Apply Credit Memo to Partially Paid Invoice in Microsoft Dynamics GP

by the TrinSoft Dynamics GP Team In order to close an invoice with an unapplied amount but will not be paid at any point in the future, we will need to apply a credit memo to move the invoice to history. 1. Identify the invoice that is partially applied and note the unapplied amount for … Read moreApply Credit Memo to Partially Paid Invoice in Microsoft Dynamics GP

1099s in Microsoft Dynamics GP: What You Can Do Now for a Smoother 2017 Year-end

by Chris Hadden, Greenshades Software Really? Already? Yes, I know; year-end just wrapped up, and you do not want to start thinking about year-end tax forms already. But how smooth and quick was that wrap-up? A few small changes now in Microsoft Dynamics GP will lead to a better experience at this year-end. This article … Read more1099s in Microsoft Dynamics GP: What You Can Do Now for a Smoother 2017 Year-end

Tip: Vendor Combiner & Modifier in Microsoft Dynamics GP

In some cases, there is a need to combine two vendors into a single vendor. For instance, if two vendors were set up independently but should only be a single vendor, and both have open or historical documents. Additionally, you may want to rename a vendor to streamline your vendor list or correct a typo. … Read moreTip: Vendor Combiner & Modifier in Microsoft Dynamics GP

Tip: Purchasing All-in-One View in Microsoft Dynamics GP

A Purchasing All-in-One View window is available for locating vendor records and displaying related purchasing documents in the same window. For example, suppose a vendor calls asking about a specific payment. You can use the Purchasing All-in-One View window to select that vendor and then view all documents related to the payment, such as the … Read moreTip: Purchasing All-in-One View in Microsoft Dynamics GP

Tip: Document Attach in Microsoft Dynamics GP

A new enhanced feature with GP 2013 is the ability to attach scanned documents. Anywhere a window-, transaction-, or record-level note can be added, a document can now be attached. The first thing that a user will want to review is the setup within Dynamics GP. To do this follow the path Dynamics GP >> … Read moreTip: Document Attach in Microsoft Dynamics GP

Tip: Bank Deposit, Bank Transactions, & Reconcile Bank Statement Windows in Microsoft Dynamics GP

In Dynamics GP there are a few windows related to cash receipt, bank activity and reconciliation of bank statements; below is a breakdown of each window: Bank Deposit – enter a deposit of funds (with or without receipt) that updates the checkbook Cash Receipt Entry – recording of funds received from a customer Bank Transactions … Read moreTip: Bank Deposit, Bank Transactions, & Reconcile Bank Statement Windows in Microsoft Dynamics GP

Tip: Add a Feature to an Existing Microsoft Dynamics GP Installation

Open control panel > Programs > Programs and features Select Microsoft Dynamics GP and click Change Select Add/Remove Features and it will move you to the next screen. Right click on the Fixed Asset Management feature (Or any feature that you want to install, provided it’s already installed on the server) and select ‘Run from … Read moreTip: Add a Feature to an Existing Microsoft Dynamics GP Installation

Tip: Microsoft Dynamics GP 1099 Update & Modify

There are a couple of tools within Dynamics GP that enable users to review and update the 1099 status of their vendors. The 1099 Modifier tool from within PSTL on the navigation pane is a good tool for updating vendor tax status on payments that have already been made. Note, the 1099 Modifier tool does … Read moreTip: Microsoft Dynamics GP 1099 Update & Modify