Do you have Field Level Security set up in your Microsoft Dynamics GP system? Did you know you can use it to do things such as: Lock a user date Hide a field Require a password to change a default warehouse And so much more Dynamics GP Field Level Security allows you to control user … Read more
This question has come up multiple times over the past few months. So, I wanted to share our recommendations for credit card payments to vendors in Microsoft Dynamics GP. Here are two methods to use credit cards when paying a vendor. Method 1: First, enter all credit card transactions when the credit card statement is … Read more
We often receive calls from our clients when auditors want to review security. Microsoft Dynamics GP offers several security reports you can run for audits. How to print the Dynamics GP security reports Go to Reports>System>Security. In this window, you’ll see the list of available reports. The most common reports that auditors look for are: … Read more
We have had several clients inquire about the impact on the Retained Earnings Account during the Year End Close process. Here is an explanation. During the Year End Close process, Microsoft Dynamics GP uses the Posting Type of each account to determine which accounts are Balance Sheet vs. P&L accounts. For all of the P&L … Read more
I run into a lot of clients that get Journal Entries which do not originate in Microsoft Dynamics GP. Whether it’s an outside payroll vendor, or a Point-of-Sale system, you probably receive Excel or .csv files. These journal entries might be multiple line entries or recurring entries. As long as they are in a readable … Read more
Do your bank or auditors need an AR roll forward report? Many times I work with businesses who do asset-based borrowing and this report is required. The AR Roll Forward report details all the transactional accounts receivable activity in a period, with the beginning and ending balances tying back to the source report – AR … Read more
Recently, I was asked by a client to list out the steps to run a Dexterity-based customization in Test or Debug mode. The client had indicated that he “has never been able to run” his customizations in Test mode and asked for my help. Since I have not had issues running the client’s GP2016 R2 … Read more
We recently got a call from a customer with a Management Reporter (MR) Dynamics 365 issue that I had not run into yet. It happened after the client had installed updates and rebooted their server. They weren’t sure what happened but MR started prompting everyone for a username and password when trying to run reports. … Read more
Many people use Scribe to connect their Microsoft Dynamics GP system to other business systems. With Scribe’s Dynamics GP Connector, you can build simple or complex integrations with Dynamics GP, whether that be through the standard business objects, or going directly to the tables and stored procedures. We have built many of these types of … Read more
I was helping a client and was trying to determine the problems with Integration Manager (IM). However, when I went to check the log files, I got an error message and couldn’t get to the log files to see the problems. Here is the IM Log Error: Within Integration Manager, I went to view the … Read more
I recently helped a customer solve an issue with their Purchase Order (PO) in Microsoft Dynamics GP. They had changed the cost on an inventory item, but the new item cost was not showing up on the PO. Why is this? Here’s what happened First, my customer had changed the “Current Cost” of an item … Read more
I recently had a couple of my clients complain about their merchant services for processing credit cards in Microsoft Dynamics GP, so I decided to look at alternative solutions. Since Crestwood is part of the BDO Alliance, I asked who they might recommend. iTransact merchant services was at the top of the list. After some … Read more
Recently, one of our clients upgraded to Microsoft Dynamics GP 2018 and ran into an issue with a view no longer working. They used a view in a SmartList to show security roles, security resource details, and tasks assigned to each user in a Dynamics GP company. However, after the upgrade, this view no longer … Read more
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
Our clients often ask about the best data integration options with Dynamics GP. While every client’s business requirements are different, there are still several best practices that our team considers when working with our clients. First, we always make sure that we understand the business requirements for the integration. This includes setting short-term and long-term … Read more
Which vouchers have attachments? In Dynamics GP, the Document Attach feature allows you to connect documents such as requisitions, credit reports, and images to master records and transactions. An easy way to quickly see whether a payable voucher has an attachment is to create a SmartList. Read on to find out more and download our … Read more
I use Professional Advantage Collection Management for Dynamics GP every day and have found a couple of features that are very useful and time-savers. Here are two helpful tips you need to try. Last Payment Made View First, I am always looking at the view showing me the last payment made and how it … Read more
Are you using the Dynamics GP Fixed Asset module? You should be. You own it as part of the Starter Pack (if you are on GP 2013 or later). The Dynamics GP Fixed Asset module can do everything you need for your depreciable and non-depreciable assets. Here are 9 reasons for using the module: Group … Read more
If you are still using Excel Workbooks to defer revenue, you need to take a look at RED, Microsoft Dynamics GP most over-looked module. The Revenue/Expense Deferrals module (RED) simplifies deferring revenues or distributing expenses by allowing you to make entries for future periods within these areas: General Ledger Receivables Management Payables Management Sales Order … Read more
We recently had a client contact our support team with a great question on depreciation of fixed assets in Microsoft Dynamics GP. Customer Scenario & Question on Depreciation Our Company has been acquired by an equity firm and they have revalued all our fixed assets as of December 2017. I need to adjust the … Read more
Quite often we have clients ask us to create a new company in Dynamics GP that has the same master data as an existing company. Many businesses will do this because: The company was purchased and the new owners will start a new company with the same master data but no transactions as of the … Read more
Are you using CustomerSource, GPUG Dynamics GP User Group, or our Crestwood Resources to enhance your Dynamics GP experience? If you use Microsoft Dynamics GP, these are places you’ll want to bookmark! Microsoft CustomerSource provides access to documentation, the Dynamics GP support community, software downloads, and up to date information about your system. Access to … Read more
Do you dread year-end in Dynamics GP? If so, do these tasks monthly and you can make year-end a breeze. By following these guidelines, you will keep things in Dynamics GP clean and ready, so when you get to year-end, the process will be much easier. Follow the checklists in Dynamics GP or print out … Read more
We’ve been waiting for what seems to be a very long time for a Power BI Dynamics GP Content Pack. The wait is OVER! This Power BI Content Pack includes pre-built reports for your Dynamics GP data on: Financials Sales Purchasing Inventory This content pack helps you with the relationships between your Dynamics GP data … Read more