Microsoft Dynamics GP Financial Reconcile
A member of our team just showed this to a client today so it seemed like a good opportunity to share an update in GP that may not get...
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Hunter Perry
- Apr 8, 2021
- 2 min
Customizing Edit Payment Batch Columns
To say that Microsoft Dynamics GP is highly customizable would be a bit of an understatement. Some customizations are more obvious than...
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Samantha Higdon
- Jan 25, 2021
- 1 min
AP Invoice - Edit 1099 Amount During Data Entry
Did you know that sometimes the work done by a 1099 eligible vendor is not always subject to 1099 rules? It all comes down to the type...
25 views0 comments
Samantha Higdon
- Jan 5, 2021
- 1 min
Dynamics GP - Vendor DBA
If you've recently updated to Dynamics GP on the modern life cycle, you might want to take a minute and check out the new Vendor DBA...
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Hunter Perry
- Oct 12, 2020
- 2 min
PSTL: SOP PO Number Check
Find yourself constantly unraveling how you managed to issue two sales orders/invoices against the same customer PO Number? Well then...
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Hunter Perry
- Oct 2, 2020
- 2 min
PSTL: Item Number Combiner and Modifier
Fat finger an item number and need to make a change? Created a new item number for an item that already exists in GP? It's okay...we've...
65 views0 comments
Hunter Perry
- Sep 14, 2020
- 2 min
PSTL: POP Cost Defaulter
Sometimes the out of the box GP default settings aren’t exactly what fits a company’s needs. Of course, one size does not fit all, and...
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Hunter Perry
- Sep 4, 2020
- 2 min
PSTL: SOP Customer Item Lookup
Who doesn't love having quick, beneficial information at their fingertips? Professional Services Tools Library (PSTL) has a tool that...
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Hunter Perry
- Aug 24, 2020
- 2 min
PSTL: Doc Date Verify
Fat fingered a date? Been there, done that…sadly! Frequently these transpositions are missed before posting and now that transaction has...
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Hunter Perry
- Aug 13, 2020
- 2 min
Professional Services Tools Library (PSTL): Intro & Shortcuts Copy
Did you know there is a free (yes, free!) GP add-on that boasts some seriously powerful tools that, when used correctly, can be huge...
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Samantha Higdon
- Jul 29, 2020
- 1 min
GP Quick Tip! Changing Between Companies
Working on something in GP and realize you might need to test that in a test company first? Thankfully, Microsoft made switching between...
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Samantha Higdon
- Jul 7, 2020
- 1 min
Stop Messing With My Control Accounts!
Reconciling subledgers taking longer than necessary because General Journal Entries got booked to Cash or another control account and not...
31 views0 comments
Samantha Higdon
- Jun 22, 2020
- 2 min
Holds on AP Invoices
Need more documentation from a vendor from before payments can be issued? Have questions about an invoice? Waiting for a credit memo...
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Samantha Higdon
- Jun 4, 2020
- 3 min
Personalizing Your GP Experience Pt.3
In our last two posts, we have highlighted GP customization strictly from the User Preferences window, but really that's just the tip of...
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Samantha Higdon
- May 18, 2020
- 2 min
Personalize Your GP Experience- Pt. 2
Here we go! Part 2 of how to Personalize Your GP Experience! In our last post we highlighted a few items from GP’s user preferences...
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Samantha Higdon
- May 7, 2020
- 2 min
Personalize Your GP Experience - Part 1
Everyone is unique which is why Dynamics GP offers a variety of ways for users to personalize their GP experience. Navigation layouts,...
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Samantha Higdon
- Mar 24, 2020
- 1 min
Adding a SmartList Favorite to Your Reminders
Have a SmartList Favorite and want to be alerted when a specific situation arises? Linking your reminders to a SmartList Favorite can be...
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Samantha Higdon
- Jan 16, 2020
- 1 min
Finding Data Quickly in GP Reports
Tired of searching tons of pages of data for one key field? Check out how to find data quickly in a long GP report!
17 views0 comments
Samantha Higdon
- Jul 12, 2019
- 1 min
GP 2018 R2 - Transaction Level Posting
This week I had the exact same conversation with two different clients. The topic? Why do I have to post a transaction separately in the...
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Samantha Higdon
- Mar 6, 2019
- 2 min
Customer PO Number Check
Today we're going to look at the Customer PO Number Check available in Professional Services Tool Library (PSTL). PSTL is included at...
121 views0 comments
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