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: 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