Does your bank rec take too long to process? Try this trick to move the historic/reconciled data to history tables and speed up the process!Continue reading “GP #LifeHacks 204: Remove Bank Rec History”
Another quick entry/placeholder – I will add more detailed information soon.
Schedule payments write up: Here is a great blog I found on this process! It wills ave you time, for sure!Continue reading “GP #LifeHacks 111: Scheduled Payments”
Join me for a free webinar hosted by PBIUserGroup (PBIUserGroup.com) on April 16th, 2019 @ 12:00pm eastern!
Power Query in Power BI
Data in the real world is messy, never available in the exact form that users need for their analysis or reports. Data Analysts need to spend a significant amount of their time working on data preparation, before the data is ready to be visualized.Continue reading “Join Me for a Webinar: Power Query in Power BI”
In earlier posts for the Custom Link series, I shared how you can setup a custom link to invoke a phone call using Skype for Business… directly from within Microsoft Dynamics GP!
In this article, I will be sharing a quick update on how to switch from Skype for Business to Microsoft Teams.
Generally businesses are using Skype for Business, and upon install, this becomes the default application for invoking phone calls. But with the increasing development on Teams, and the growing desire to change from Skype for Business to Teams… how do you tell the software to use Teams for phone calls instead of Skype?
Continue reading “Custom Links – Change Which App is Used When Making a Phone Call”
Conference season for ERP professionals is right around the corner… or perhaps it’s already here, and that means a lot of travel!! Join me and my friends Belinda Allen and Mark Polino as we chat on our latest podcast about traveling and packing!
Don’t forget to subscribe via iTunes
Come join me for a FREE workshop at the Microsoft Office in Charlotte! We will be discussing how to get Dynamics GP in the cloud – best practices, options and things to be on the look out for!
March 26th, 2019
1:30p – 2:30p
8055 Microsoft Way, Charlotte, NC 28273
I hope to see you there!
Thanks for reading!
Now that Jet Reports is installed, it’s time to connect to the Dynamics GP Data Source.
GP Data can be both on site (on premises) or in the cloud (Remote Data Service).
Below is a quick guide on how to connect to your data source!
Continue reading “Jet Reports – Connecting the Data Source”
Jet Reports for Dynamics GP comes with a very good selection of sample reports. These sample reports are an excellent resource – not only to see what Jet Basics does, but how the reports are built!
Many of those sample reports rely on something called ‘Friendly Names’.
Friendly names are names that properly describe the content of that SQL Table, or SQL View… they are, well, friendly 🙂 Rather than your typical naming convention for GP – like GL20000.
Not only are the sample reports built using these friendly names, but it makes it much easier to use.
Also Jet Reports comes with several useful SQL Views… both the friendly names and SQL Views get installed using the GP Update Utility.
Below is a quick guide on how to use the GP Update Utility – PRO TIP! It’s ok to add this later but I 100% recommend doing this before getting started.
Jet Reports is easy to install. Once you have the file downloaded (visit here) you are ready to install the add-in for Excel.
Financial Reporting for Dynamics GP… if you export it to Excel from Management Reporter, why not just START in Excel, right?
Here is how to install Jet Reports:
Jet Reports is an Excel Add-in that can be used to easily create financial statements and other business intelligent reports. It lives in excel and connects directly to your Dynamics GP database. There is even a free version… interested? YES PLEASE!!
This quick write up walks through how to get the Jet Reports add-in and get it installed in your excel application.
Jet Reports works with versions of GP dating all the back to version 9… it also even works with Excel 2010!! So, let’s take a look.
For the complete series listing on Jet Reports – Click here!
Continue reading “Jet Reports – What is it and how do I get it?”