tips

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

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

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

Financial Reports in Microsoft Dynamics NAV 2017

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Did you know the most commonly used financial statements are available upon your first login to Microsoft Dynamics NAV 2017? It really is easy. Sign in to your Microsoft Dynamics NAV 2017 account and then follow these few steps to run your financial statements in a matter of moments. 1. From Home, select the actions … Read more Financial Reports in Microsoft Dynamics NAV 2017

Tip: Workflows in Microsoft Dynamics GP

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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

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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: Paste from Excel into Microsoft Dynamics GP

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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

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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

Tip: Email Functionality in Microsoft Dynamics GP

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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

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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

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