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Microsfot Dynamics GP Tips & Tricks

8 Tips & Tricks for Dynamics GP

8 Tips & Tricks for Dynamics GP

Your Microsoft Dynamics GP software solution is very robust. It's probably saving you time and helping you create efficiencies in your organization. But waht if it could save you even more time? Keep reading for 8 of our favorite Dynamics GP software tips & tricks!

1. How to create reports that you can run over and over with the same filters.

  • Choose a report type (i.e. Historical Aged Trial Balance) and choose “New” at the bottom of the screen
  • In the options field, place a very short description (i.e. Your Name, Date, or “Monthly”)
  • Set the desired parameters for your report
  • Save the report
  • The next time you want to run the report, you can generate the report quickly and modify your dates as needed

2. Easy date creation in any GP window.

  • Clicking (+) or (-) keys on date fields in Dynamics GP increases or decreases the date by one day
  • Keying in the day number in date field will cause Dynamics GP to fill in the current month and year; for example, keying “10” in the date field on 5/3/17 will automatically input the date 5/10/17 in the date box

3. Fix auto-complete errors.

  • The auto-complete function finishes your entries for you
  • This is a great tip until you misspell a word and are stuck with it forever
  • To get rid of an auto-complete error, start typing until the error shows up in auto-complete, then right click and select “Remove” from list

4. Copy/Paste from Excel for easy journal entry imports.

  • Set up an Excel spreadsheet with four columns in this order: Description, Debit, Credit, Amount
  • Fill in the data; you don’t need to fill in the description, but the description column needs to be in your Excel spreadsheet
  • Copy just the data, not the column headers
  • In GP start a GL transaction (Financial/Transactions/Financial/General)
  • Click the “Past” button at the top of the screen and the data will be pasted
  • Fill in the rest of the data for the transaction

5. Correct/Fix journal entries.

  • GP will allow you to back out a journal entry OR back out a journal entry to create a correcting journal entry
    • Go to Financial/Transactions/Financial/General
    • At the top of the screen choose “Correct”
    • Choose if you would like to simply back out a journal entry OR if you would like to back out the journal entry and create a correcting journal entry
    • Choose the year and original journal entry number
  • This is a helpful tip if you simply want to back out a journal entry that has been posted
  • This is also helpful if someone has entered a large journal entry and posted it, but one of the accounts is incorrect; you can then use the back out/create correcting option and the journal entry will be backed out, and a correcting entry will be created that you can then edit and post

6. Speed checkbook inquiry by entering dates first.

  • Enter your date range in the checkbook inquiry search field to avoid waiting for a long history of data
  • This allows you to pull the transactions you need in a shorter amount of time

7. Safepay to help stop check fraud.

  • Easily provide a check list to the bank after every check run
  • The bank will use the information to compare to checks presented for payment to be sure it matches

8. Document attach functionality.

  • In the GP/tools/Setup/Company/Document Attach Setup window, you can mark the check box to allow document attachments
  • Set your default location for attachments, and choose a max file size
  • Indicate if attachments can be deleted and if a password is needed to do so
  • Indicate if attachments should flow from Master Records to related documents; for example, sales contract to flow to customer order, or item picture to flow to order for same
  • Indicate if attachments can be sent in email
  • Access document attachments window by clicking on the paperclip at the top of the screen OR the notes icon on a screen

For a demo of each of these tips and tricks, contact Tidestone Solutions today! We're happy to help. You could also subscribe to our newsletter to current with every Dynamics GP feature.

 

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