GP TIPS AND TRICKS

FREE Step-by-step guides to improve how you use Microsoft Dynamics GP!

NAVIGATION

  • Changes to the menu bar

  • Creating custom security tasks and roles

  • Assigning function keys to shortcuts

DATA ENTRY

  • Creating macros to import data into GP

MICROSOFT EXCEL

  • Microsoft Excel “tour” – Free step-by-step training created by Microsoft

  • Using Excel Text to Columns for GL balances

GENERAL LEDGER

  • Using the Account Rollup Inquiry screen to summarize GL activity

  • Using Text to Columns for GL balances

  • SmartList – GL transactions with vendor or customer transaction info

ACCOUNTS RECEIVABLE

  • Cash receipts – Finding customers by using invoice number

  • Writing off AR documents

  • Customer credit limit based on past due amount

  • Automatically deposit AR cash receipts (new to GP2016)

  • Setting up sales tax in Microsoft Dynamics GP

ACCOUNTS PAYABLE

  • Vendor setup – Setting multiple default purchase accounts

  • Clearing previously applied AP

  • Using the credit card function to process escheated (unclaimed property) AP checks

  • Open payables transactions – Changing due date or editing transaction information

SALES ORDER PROCESSING

  • Setting up sales tax in Microsoft Dynamics GP

BANK RECONCILIATION

  • Using SmartList to create unreconciled transaction report

  • Automatically deposit AR cash receipts (new to GP2016)

INVENTORY

  • Set up stock count schedule with SmartList designer and mail merge macro

SMARTLIST – INCLUDING SMARTLIST DESIGNER AND SMARTLIST BUILDER

  • GL transaction SmartList with who, what, and when

  • Using SmartList to create custom reminders

  • SmartList Designer – SQL views and publishing as live Excel reports

  • SmartList Builder – Importing templates and granting security

  • SmartList – Changing default Visible To

  • SmartList – Export solutions

COMING SOON!

PURCHASE ORDER PROCESSING

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