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 For instance, if two vendors were set up independently but should only be a single vendor, and both have open or historical documents.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 more Tip: Vendor Combiner & Modifier in Microsoft Dynamics GP

Tip: Workflows in Microsoft Dynamics GP

by the TrinSoft Dynamics GP Team History Prior to GP 2013, workflow and approvals were kept outside of the GP database in either Business Portal or within the SharePoint function. With the release of GP 2013, workflow was embedded in the system. End users are now able to create individual workflows or approval processes. What … Read more Tip: Workflows in Microsoft Dynamics GP

Tip: Use Multiple Formulas in the Same Column in Management Reporter

by the TrinSoft Dynamics GP Team You may want to have a report that uses one formula for certain rows, and another formula for other rows, but have it show in the same column in the report. 1. Create a new column next to the existing column that already had the original formula. a. Make … Read more Tip: Use Multiple Formulas in the Same Column in Management Reporter

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

Tip: Paste from Excel into Microsoft Dynamics GP

by the TrinSoft Dynamics GP Team A nice time-saving function that came with the release of Microsoft Dynamics GP 2013 R2 was the ability to copy journal entries from Excel and paste them into the proper corresponding fields in Dynamics GP. First, open Dynamics GP and navigate to the Financial Page and select “General” under … Read more Tip: Paste from Excel into Microsoft Dynamics GP

Tip: Email Setup in Microsoft Dynamics GP

by the TrinSoft Dynamics GP Team The ability to email from Dynamics GP has been around since the 2010 version, however, recent releases with GP 2013 & R2 have significantly increased the power of the email tool and function within GP. Let’s take a quick look at how to make sure your Dynamics GP is … Read more Tip: Email Setup in Microsoft Dynamics GP

Microsoft Dynamics GP’s Future is Secure, says new GPUG Board Chair Rick Zich

Source: MSDynamicsWorld.com Incoming Chairman of the GPUG (GP User Group) Board Rick Zich took time to answer a few questions about the future of Dynamics GP and its community as Dynamics 365 enters the picture. Zich observes that “it’s very clear that GP is not going away. But what wasn’t clear from the way Microsoft … Read more Microsoft Dynamics GP’s Future is Secure, says new GPUG Board Chair Rick Zich

Tip: Email Functionality in Microsoft Dynamics GP

by the TrinSoft Dynamics GP Team The ability to email has come a long way in Dynamics GP 2013 since it was initially offered with Dynamics GP 2010. Here we will take a look at several of the email functions currently available. The first thing that a user needs do is to ensure that email … Read more Tip: Email Functionality 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 more Tip: 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 more Tip: Bank Deposit, Bank Transactions, & Reconcile Bank Statement Windows in Microsoft Dynamics GP