Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction...
STEP 1: Open SmartList. STEP 2: Click on Account Transactions STEP 3: Click on Columns STEP 4: Click ADD STEP 5: Scroll to “Originating Master ID” STEP 6: Hold down CTRL and select “Originating Master...
View ArticleMicrosoft Dynamics GP Tip: Writing Off AR Documents
Download and Print: Microsoft Dynamics GP – Writing Off AR Documents Use the Write-Off Documents window to write off outstanding credit or debit balance amounts for one or more customers. You can...
View ArticleMicrosoft Dynamics GP Tip: Cash Receipts – Finding Customer by Using Invoice...
Download and Print Cash Receipts-Finding Customer by Using Invoice Number This is a great tip for Cash Receipts! Sales>>Transactions>>Cash Receipts Click into the “Document” field. Enter...
View ArticleMicrosoft Dynamics GP Tip: Excluding Inactive Customers or Vendors from...
Download and Print: Excluding Inactive Customers or Vendors from Lookup Screen If you have inactivated customer or vendors, GP allow you to hide them from the Default lookup screen: BEFORE: Make sure...
View ArticleMicrosoft Dynamics GP Tip: How to Bring In Open AP/AR/Inventory in Microsoft...
Sometimes we get stuck in our ways. Over the last 15 years I had one process to bring in open AP/AR/Inventory in Microsoft Dynamics GP. But I have found a better way. In the past I would either delete...
View ArticleMicrosoft Dynamics GP Tip: Using Reconcile to GL
Download: Microsoft Dynamics GP Tip: Using Reconcile to GL When your A/P, A/Record or cash sub ledgers don’t match your General Ledger, the GL reconcile can show you where you have missing or...
View ArticleMicrosoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End...
Download and Print: Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP This tip will cover what you need to know about printing the trial...
View ArticleMicrosoft Dynamics GP Tip: How To Set up E-mail Document Options in Dynamics GP
Note: This tip is taken from the Microsoft Dynamics GP Help Center and republished for your convenience. Use the Company E-mail Setup window to select options to use when sending documents in e-mail....
View ArticleEliminate Manual Entry in Dynamics GP Tip #2 – Send EFT Payments with...
How do you send online payments? There is an easy, and inexpensive way to do this directly from Dynamics GP without a lot of manual processes. The Manual Way to Do This Let’s say you are booking an...
View ArticleEliminate Manual Entry in Dynamics GP Tip #3 – Stop Depositing Checks with...
Getting more checks in the mail is a good thing for a company. You are making more money. But what about the extra time involved? Lock Box Processing in Dynamics GP can help. The Manual Way to Do This...
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