microsoft dynamics gp

12 Days of GP Tips: Day 9 – Be Prepared for 2021

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Dynamics GP Year-End Tips

After you have your year closed and everything up and running for 2021, update your checklists. Revise so you are prepared for year-end 2021. You can even create a year-end count down with calendar reminders for year-end 2021. Check out these additional resources to help with your year-end close: Year-end information on CustomerSource https://mbs.microsoft.com/customersource/northamerica/GP/downloads/ Look here to … Read more 12 Days of GP Tips: Day 9 – Be Prepared for 2021

12 Days of GP Tips: Day 7 – NEW 2020 Form 1099-NEC

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1099-NEC

In a move that will impact most businesses using Dynamics to generate their 1099 tax forms:  The IRS has released a NEW 2020 Form 1099-NEC.  This is a form that replaces form 1099-MISC for reporting nonemployee compensation (Box 7).  The form 1099-MISC is still used for reporting other types of compensation. If you are planning … Read more 12 Days of GP Tips: Day 7 – NEW 2020 Form 1099-NEC

12 Days of GP Tips: Day 6 – Remember These Steps After Closing the Year

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Dynamics GP Year-End Closing Tips

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

12 Days of Dynamics GP Tips: Day 5 – Remember That Some Year-End Closing Routines TAKE TIME

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microsoft dynamics gp year end tips

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

12 Days of Dynamics GP Tips: Day 4 – Watch the Year-End Processing Webinar Recording

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GP Year-End Tips

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

12 Days of Dynamics GP Tips: Day 1 – Stress-Free Year-End

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GP Year-End Tips

For the rest of December, we’re posting a series of Dynamics GP tips. We hope you’ll follow along, and please share with us any helpful tips you have that we can pass along to our GP user community.  Remember to PLAN AHEAD – Since you only have to close the year ONCE every 12 months, … Read more 12 Days of Dynamics GP Tips: Day 1 – Stress-Free Year-End

Webinar: AP Automation Made Easy with TrinDocs

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AP Automation Made Easy

Date: Thursday, December 3 Time: 2:00 p.m. ET Would you like to learn how to eliminate the need to manually process invoices? Join us for this free webinar to learn how one company saved $125,000 during the first year with AP process automation. See how your company can automatically receive, read, route, approve and insert AP invoices into your business software … Read more Webinar: AP Automation Made Easy with TrinDocs

TrinCon Session Recordings Now Available

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Dynamics virtual user group

We wanted to let you know that TrinCon session recordings are now available. You can rewatch your favorite sessions, or if you were unable to attend the live event, you can now watch it at your convenience. Available Sessions TrinCon Opening Keynote (featuring Mike Silver from Microsoft) Don’t Get Spooked by Power BI & Reporting … Read more TrinCon Session Recordings Now Available

Miss the ActivReporter Webinar? Watch it Now.

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Miss the recent webinar? Watch the recording. What if you could replace both Management Reporter and SmartLists with a single, flexible and intuitive tool – and an extremely budget-friendly cost? Join us as we briefly share some key features of ActivReporter’s financial report and data analysis capabilities.

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