Category: #GPLifeHacks

GP #LifeHacks 201: Faster Transaction Search

Fellow Microsoft MVP and friend Steve Endow has released a FANTASTIC replacement for the transaction search windows for PM and RM in Dynamics GP.

I will be posting a more detailed write up on this post soon but in the mean time, here is the link to his post for instructions, etc… it’s FAST AND FREE!!

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GP #LifeHacks 200: Replace Management Reporter with Jet Reports

Some time ago Microsoft announced that Management Reporter was no longer going to get development support.  This meant that it was time to start exploring options to replace MR internally for financial reporting.  No rush, MR isn’t going away soon, but why not explore…

Here is a link with some information about this:

https://www.jetglobal.com/promos/gp/upgrade-from-management-reporter/

At the same time that the announcement occurred, Microsoft also announced a FREE solution to report our financials… FREE… plus it is EXCEL based.  WHAT?!?!?! Awesome, I know!!

Jet Express (Now called Jet Basics) is 100% FREE and does a great job of utilizing Excel and connecting directly to your GP data source for financial reporting… don’t let FREE push you away… it is a VERY powerful free tool and can replace Management Reporter.

Jet Basics is a great way to get started with financials in Excel.  Jet Reports takes it one step further… and it’s totally awesome!!!

In this series I will break down how to install Jet Reports and how to build out your first simple reports.
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GP #LifeHacks 147: Show Unused Codes On Paystub With YTD Information!

Payroll for Microsoft Dynamics GP is packed with tons of cool functionality… most importantly.. making sure everyone gets paid! 🙂
How about those deductions and benefits… yup, it handles those too, all represented on the employee pay stub… SWEET!
But what happens when a code is inactivated part way through the year… the code no longer shows up on the statement!?!?!?! YIKES!
That’s OK, you can change a simple setting to get them to show up, automatically… keeping your employee’s happy and showing that very valuable YTD amount… especially come close to the end of the year, right?
Here’s how:
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GP #LifeHacks 105: Using Custom Links to Track Packages, Add Images and More!

Dynamics GP is bursting at the seems with tons of functionality just waiting to get utilized and in this blog series, I will explore the custom links feature.
“Custom Links” is a feature available on many windows in GP and can be a huge help for folks by adding, well… Custom Links to those windows 🙂  (Teaser:  I will show you how to add Inventory Item Images and how to add links to track shipments!)
In this series, I will cover all the available functionality and also share  some very cool use cases that you might be able to incorporate in your organization today!
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GP #LifeHacks 163: Smartlists gone WILD!! Search Functionality explained

One of the MANY things that sets Dynamics GP apart from other ERP solutions… SMARTLISTS BABY!!!
Smartlists are a linear list of your data.  You can customize them easily but out of the box, there are lists for all transactions, vendors, customers, and TONS of other things.
With the SmartList tool (free/included with Microsoft Dynamics GP) you have the ability to do some valuable filtering of your data… this filtering is made available through data ‘Search’ options.
A simple search example would be, show me all the transactions for Vendor XYZ… and BOOM, there they are… but what if your search is a little more complex that that?  Let’s take a look at the options for basic and advanced search functionality.
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GP #LifeHacks 101: Use dimensions WITHOUT Analytical Accounting! MDA to the rescue!

AA (Analytical Accounting) provides the ability to add additional details to transactions without adding new segments to your chart of accounts.  It does a lot of other ‘fun’ stuff, but before you dive into the deep end… consider an alternative… consider Multidimensional Analysis (MDA for the acronym fans out there).
Once thought to be removed from Dynamics GP (and maybe even some folks still believe it is not in GP), MDA lives and breathes in Dynamics GP and is an underutilized feature… so let’s take a look at this functionality!

What is MDA and how does it work?

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GP #LifeHacks 110: Post Financial Transactions to History

Does this sound familiar?  “I can’t close my fiscal year yet… the audit is not finished.”
Closing a fiscal year in Dynamics GP does a few things, but in particular, it closes the Profit and Loss account balances out to the retained earnings account.
Many customers fear closing their fiscal year because their previous years work is not complete.  This causes complications with summary windows as well as with Financial Reporting.
I believe, in most cases, that the fiscal year can be closed right on schedule… just like closing any other month… no need to wait… no need to rebuild reports to create a make shift ‘balance brought forward’.  Just use the ‘Post to History’ functionality.
Let’s take a brief look at this…
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GP #LifeHacks 113: Resetting Forgotten System Password

Some of the administrator type functions in Dynamics GP use a system password in order to provide a thin layer of protection against unintentional and/or inappropriate use.
This password often gets misplaced, forgotten, or just disappears with turnover.
I have some good news for you if you fall into this situation… A SQL Script can be used to reset the password.
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