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:
Continue reading “Jet Reports – How do I install it?”
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?”
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.
Continue reading “GP #LifeHacks 200: Replace Management Reporter with Jet Reports”
As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.
Yes, you read that correctly… Do you use Skype for Business and Dynamics GP? Do you want to have links that automatically open up chat windows or place phone calls?
Yes, you can!! Let’s take a look at this together!
Continue reading “Custom Links – Using Skype for Business from within Dynamics GP”
As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.
Custom Links for vendors is based on Address Types and the values in the fields on the Internet Information Window for the address ID, assigned to the specific address type. Deep Breathe, we will walk through this. 🙂 Each address ID provides several data locations to store links. We can add custom links to email addresses, websites and more! Let’s look at this more together.
Continue reading “Custom Links – Adding Custom Links for Vendors”
As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.
Custom Links for Items can be pretty helpful, indeed! We can link directly to folders holding documents relating to the inventory item, links to ‘punch out’ to a vendors website for that item, or even something simple but extremely helpful, an Image of the item!
Let’s take a look at this together!
Continue reading “Custom Links – Adding Custom Links for Inventory Items”
As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.
Custom Links for Employees can be pretty helpful, indeed! We can link directly to folders holding employee documents or even open an employee photo!
Let’s take a look at this together!
Continue reading “Custom Links – Adding Custom Links for Employees”
As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.
Custom Links for customers is based on Address Types and the values in the fields on the Internet Information Window for the address ID, assigned to the specific address type. Deep Breathe, we will walk through this. 🙂 Each address ID provides several data locations to store links. We can add custom links to email addresses, websites and more! Let’s look at this more together.
Continue reading “Custom Links – Adding Custom Links for Customers”
As part of a SmartList Search series (which can be found here), we will discuss advance search requirements AND using wildcards.
Wildcards are available in the SmartList search. They are a few that I know of… someone once told me there were others but I have yet to figure that out… if I have missed any, leave a comment below and TEACH ME!!!
Continue reading “SmartList Search Options – Advanced Search: Using Wildcards and ANY FIELD”
As part of a SmartList Search series (which can be found here), we will discuss how to use the search window for basic search requirements. Requirements can go beyond basic, don’t worry, we talk about that too!
Each SmartList can be filtered… and they can be filtered by multiple values. Each filter criteria is called a Search Definition. There are 4 available in the SmartList search. For example, if I wanted a list of GL Transactions for account 000-1100-00, I can do that, but I can also add additional criteria. How about GL Transactions for account 000-1100-00 AND only those transactions that posted on May 31, 2017. I can do that too.
Continue reading “SmartList Search Options – Using basic search requirements AND Field comparisons!”
