TrinSoft invites you to our Dynamics 2021 Virtual User Group! Get ready for informative sessions lead by our Dynamics experts who will be sharing tips & tricks, best practices, etc.! There will also be CPE credits, fun prizes, and more! Here are some of the topics we’ll be featuring for clients and prospects: Should … Read more Dynamics 2021 Virtual User Group Registration is Now Live!
Do you have a great idea for a new Dynamics GP feature and don’t know where to submit it? Microsoft has a site where users can add ideas and vote on them. Go to https://experience.dynamics.com/ideas/ and submit your request in the GP category. If the idea is valid and gets enough votes, Microsoft will act and … Read more 12 Days of GP Tips: Suggest an Idea for Future Releases
After you have closed the Year – REMEMBER the following: For the year that you just closed, you can re-open the last period IF you need to post adjusting entries. These entries will automatically update the beginning balance accounts and retained earnings. If you accidentally had an account set to be a Balance Sheet account, … Read more 12 Days of GP Tips: Day 6 – Remember These Steps After Closing the Year
Today we’re focusing on making sure you have enough time to do your GP year-end closing tasks properly. Plan ahead. All users will need to be out of the system during the close. Perform the year-end close process at the server. Do not stop the close process when it is running. The process may take a … Read more 12 Days of Dynamics GP Tips: Day 5 – Remember That Some Year-End Closing Routines TAKE TIME
Did you miss this week’s “Dynamics GP Year-End Processing” webinar? No worries… You can now watch it on-demand. Join Bobby Haggard to receive valuable tips and learn about resources to help get your Dynamics GP year-end processes done quickly & painlessly. WATCH NOW If you need any help with your year-end processes, please contact us. Stay … Read more 12 Days of Dynamics GP Tips: Day 4 – Watch the Year-End Processing Webinar Recording
Timing is key, and today’s tip focuses on those time/order sensitive year-end processing tasks. Some key steps to consider regarding timing are as follows: Prepare a “Soft” close for all of the 2020 periods from the Fiscal Period Setup. This will be helpful to prevent incorrect postings. Our team recommends that a “test run” or soft … Read more 12 Days of Dynamics GP Tips: Day 3 – Remember That Year-End Close Tasks Are Time/Order Sensitive
Date: Tuesday, March 10 Time: 2 p.m. ET Register now! Please join us for this webinar and see why TrinSoft is recommending ActivReporter as a Management Reporter replacement. You can produce all your financial statements in Excel using ActivReporter functions. Excel is everyone’s favorite reporting tool. In the 1990s, financial reports for Dynamics GP were … Read more Webinar: Replace Management Reporter with Excel