In 2017, when it comes to sales tax, states are taking stances on everything from soda to streaming content, tobacco to tampons. The New Year will also bring renewed efforts by states to implement internet sales taxes and continue the legal battle to overturn existing legislation. Here is a summary of 2017’s most newsworthy federal … Read more
Category: Dynamics GP
How to Create a New SmartList Using SmartList Designer
Recently, our support team helped a Crestwood customer set up some new SmartLists using SmartList Designer in Microsoft Dynamics GP. We created this handy, how-to and wanted to share. Here’s how: Open SmartList (click the Dynamics GP button and then click SmartList) Click the New button at the top left of the SmartList window. Type … Read more
PSTL Company Copy vs. Dynamics GP Utility Create a Company
I’m going to admit, I’ve been a bit confused as to why and when I would want to use these two tools. So, I’ve been asking around and I think I’ve finally got it. What’s the difference? When and why would I use each of them? Here’s my breakdown. Dynamics GP Utility – Create a Company This built-in … Read more
Reprinting Bank Reconciliation Reports in Dynamics GP
Sometimes, you have a need to reprint the reports that generate after you reconcile a bank account in Microsoft Dynamics GP. Maybe you had a printer malfunction at just the wrong time, or possibly the originals are lost in a file somewhere. You can easily reprint the Bank Reconciliation reports by following these step-by-step instructions. … Read more
PSTL Company Copy for Dynamics GP
Microsoft includes a license with Dynamics GP for their “Swiss Army Knife” set of tools called the Personal Services Tools Library (PSTL). One of these tools is Company Copy. It is used to copy the setups from one company to a new one. This is very useful for new Dynamics GP companies, implementations, or for … Read more
Dynamics GP – Your GL Summary Does Not Match Your GL Detail
You may notice in Microsoft Dynamics GP that sometimes the General Ledger Summary and the General Ledger Detail do not match. While this doesn’t happen often, it’s an indication that the SQL tables behind the scenes are not correct and need to be repaired. This situation may cause your reporting software, such as Management Reporter … Read more
Where Are My Report Template Modifications in Dynamics GP?
Have you ever modified a report template in Microsoft Dynamics GP, only to go and print it, and your changes aren’t there? Why? If you modify a Word document outside of Dynamics GP, it doesn’t know that the file has changed. It’s easy to fix, just import the Word template you changed so that Dynamics … Read more
Where is That Window in Dynamics GP?
Do you ever feel like you’re wasting time looking for the right place to go in Dynamics GP? Or you don’t remember where something is? Well, I recently stumbled upon this cool little tool. It allows you to enter in the name of a Dynamics GP window, and viola, it tells you exactly where to go. Additionally, … Read more