Archive | January, 2012

Project Accounting in Dynamics GP

I recorded some overview videos for Dynamics GP Project Accounting to provide an introduction to some of the scope and functionality of the system.  I covered these topics: Project Accounting – T&M; –  This video shows how to use Project Accounting in Dynamics GP to set up a simple T&M; project, enter timesheet information, and create […]

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Simple Dashboards Using Excel and Dynamics GP

Excel is increasingly being used as a reporting tool. I created a simple dashboard for a client using the refreshable Excel Reports that come with Dynamics GP: I started by using three of the Excel Reports to pull the data from Dynamics GP. I used the Customers Past Due, Customer Balance, and Vendor Balance reports to […]

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Dynamics GP Bank Reconciliation Setup

Setting up the bank reconciliation process in Dynamics GP is simple to do, and you’ll want to set it up at the beginning. It makes the other setup and processing tasks easier. You will want set up an Checkbook ID for all of your bank accounts. This video shows the minimum bank reconciliation setup for a new […]

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Using Word to Create Your Business Forms in Dynamics GP

The business documents you use to communicate with your business partners need to reflect the quality of your business. Having a shabby looking customer invoice can undo the hard work you’ve put into establishing your relationships with your customers. Insist that your business forms present the best image of your business to your business partners. […]

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Importing and Exporting Budgets in Dynamics GP

Financial budgets are an important business tool to help you control your business and guide you toward your goals. Financial budgets help you define your financial expectations for future periods and provide a guidepost against which you can analyze your actual financial performance. Ideally you will want to keep your budgets in your ERP system […]

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Dynamics GP Inventory Setup

You will need set up the Dynamics GP inventory module before you can even access the module’s functionality. Specifically you will need to identify the one segment of your account number format that relates to inventory locations. This identification allows the system to select an inventory general ledger account to use when moving inventory in […]

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EFT for Payables in Dynamics GP

Dynamics GP has included for a long time, the ability to easily create EFT payments in conjunction with the normal payables check writing process. Setting up and using the module can be easy. These are the basic setup steps: Setup the EFT file format:  Financial >> Cards >> EFT Setup Set up EFT for specific banks:  […]

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