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Mike

Processing Prepayments in Payables in Acumatica

We get a lot of questions in support about how to process prepayments in accounts payable in Acumatica. Prepayments are used when you need to create an advance payment or a down payment to a vendor. There are two ways to create a prepayment. Standard way: enter the prepayment in the Bills and Adjustments screen. … Read more

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Dynamics GP Payroll Tax Updates
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Mike

Dynamics GP 2020 U.S. Payroll Tax Update Release

The 2020 Round 1 tax update has been released.  There are new federal tax tables published based on 15-T, including new head of household status, and withholding tax tables.  Additionally, FICA social security limit for 2020 is increased to $137,700. State updates include: California Illinois Iowa Kentucky Maine Michigan Minnesota Missouri North Caroline North Dakota … Read more

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Acumatica Signature
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Mike

Add Signature to Check within Acumatica

If you work in accounts payable, you know that check runs can be a pain, and would welcome any ways to expedite the process of printing checks. Crestwood to the rescue! Did you know that in Acumatica, you can add a digital signature to checks before they print? Here’s how: Adding the Signature to the … Read more

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Valuation Methods
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Mike

Inventory Valuation Methods in Dynamics GP

Valuation methods are what determines how the costs of inventory items are calculated. There are several different methods you can use in Microsoft Dynamics GP. I recently had a client question how the various Inventory Valuation Methods in Dynamics GP differ. In this client’s case, the valuation they were using did not make sense for … Read more

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Dynamics GP Business Challenges
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Mike

4 Dynamics GP Challenges and How to Address Them

Microsoft Dynamics GP has been a mainstay in the ERP community. Designed for small and mid-sized businesses who want a reliable and well-vetted solution, GP has evolved and grown to be one of the most trusted ERP vendors for this market. However, no matter how consistent this solution is, no matter how powerful, there are … Read more

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Dynamics SL Challenges
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Mike

5 Microsoft Dynamics SL Challenges (and How to Address Them)

Microsoft Dynamics SL has long been the go-to for project-based businesses in need of a focused solution that delivers financial management, project management and accounting, distribution, field service, payroll, e-business, and more. However, while it does do many things well, there are certain areas where it could be improved, better customized, or better supported. 1. … Read more

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Dynamics GP Charts
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Mike

Changing your Chart of Accounts in Dynamic Great Plains

All accounting professionals know the importance of a well-designed Chart of Accounts (COA). Whether you’re new to Microsoft Dynamics GP or a seasoned veteran, you’ve pulled the COA report for yourself and the other business leaders within your company. Have you ever wanted to customize it, though? Our team gets this request a lot. Commonly-Requested … Read more

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SmartList Builder- Purchase Order
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Mike

Dynamics GP SmartList Builder: Purchase Order Shipment Receipt and Matching Line Number

I recently helped a Microsoft Dynamics GP client create a SmartList to pull in purchase order numbers for shipments and match receiving lines.  Additionally they wanted to see the number of the receiving line. To accomplish this I created a SmartList Builder Report from the SmartList “Receiving Transactions.” Here’s how: The trick is we had … Read more

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Microsoft Dynamics Changes
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Mike

New Tech Support Portal: Big Change Coming for Microsoft Dynamics Users

Life would be so boring without change, don’t you think? We know that Microsoft agrees with that! One big change is coming that we wanted to make you aware of: the new, modern portal for submitting support requests for all Dynamics products (like Dynamics GP, Dynamics SL, and Dynamics 365 Business Central). Microsoft is working … Read more

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Management Reporter Refresher
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Mike

A Management Reporter (MR) Refresher: Advanced MR Tips with Downloadable Guides

Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works exactly the same in Dynamics SL! Management Reporter (MR) in Dynamics GP is known for the valuable financial data it can offer — and in turn the … Read more

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Date Overview in GP
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Mike

Microsoft Dynamics GP Dates Overview Guide

Many times I get asked questions about what all the different dates in Microsoft Dynamics GP do and or mean.  All the dates in Dynamics GP can be confusing.  So, I created this handy overview to help you out.   Basic User Dates Thanks to Jen Kuntz for her post. User Date:  Your “User Date” … Read more

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Time Management with Multi Entities
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Mike

Dynamics GP:  Multi Entity Issues with Vendors, Customers, or Items not Being Available

I recently came across a client that had issues accessing new Items, Customers, and Vendors.  The issue wound up being relatively simple; it was because when these things were setup in Dynamics GP, the Entity Relationship in Multi Entity Management was not setup.   What is Multi-Entity Management? If you use multiple companies in Dynamics … Read more

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clear receipts
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Mike

Quickly Clearing Unused Receipts in Dynamics GP

We occasionally get requests from our Microsoft Dynamics GP users to clear unused receipts in the deposit window (Transactions>Financial>Bank Deposits). Sometimes a customer starts to use the bank reconciliation for the first time, or maybe someone just lost track of receipts and they never got posted. No matter the reason, here’s how to clear receipts. … Read more

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Mike

Use SSRS to Save Time Getting Dynamics GP Reports for Your Audits

Most people export a .csv file of their Trial Balance Detail report right from Microsoft Dynamics GP for their audit team.  However, you usually end up spending more time than you would like cleaning it up, re-formatting, and manipulating it first.  Sound familiar? Here’s an easy solution: Export using SSRS Instead of exporting from Dynamics GP … Read more

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