Ways to Help!
If you are not a member of the Microsoft Dynamics GP Community, you should be, I am a member.
There is loads of good information, including a forum that I actively answer.
Click on the image above to find your compatible Microsoft Dynamics GP forms from Deluxe For Business.
Click HERE to download Brochure.
Need to make sure you have all the necessary information for 1099 transactions?
With Microsoft Dynamics GP 2013 SP2 and higher, SmartList Designer can be used to create just want you need. Watch this video to see how to do it!
I noticed today the following message from a GP user on GPUG Collaborate:
Does anyone know how to run a trial balance or JE listing out of GP or a Smartlist that shows the date that the entry was originally recorded? For instance, all December 2012 entries that were recorded and posted after January 15, 2013.
Microsoft Partner Rod O'Connor from Briware Solutions gave a great answer regarding how to have this show in SmartList.
Although Rod’s answer was perfect and the best approach to offer a user, I wanted to extend the answer with a video of how this can be added to a Microsoft Dynamics GP General Ledger Trial Balance.
Please note the following Video moves VERY quickly and does NOT explain the whys of what I am doing only the how to. This video would be for those who already know how to use the Microsoft Dynamics GP Report Writer and want the posting date always included on the Trial Balance.
For More information on GPUG and Collaborate, visit www.GPUG.com.
The picture below was taken from my client's office, I thought it would be fun to share. In the window you see my colleague's image as he took the picture!
OK, so you are using Microsoft Dynamics GP with the Purchase Order Enhancement “Approvals” but now you want to see “unapproved” Purchase Orders in SmartList. What do you do?
Out of the box, GP’s PO Enhancements do not get added to SmartList objects, so I’ve done that for you here. To utilize this feature you must have a license a GP’s “SmartList Builder.” This blog posting includes a Contact Form to request a free XML file that you can import into SmartList Builder. After importing you’ll have access to a SmartList Object for Purchase Orders with the Approval status AND you’ll have access to an Excel File that will reside with your other “Excel Refreshable Reports” that includes “Drill back” into GP pulling up the PO in question. Note to use the Drill Back feature you must have GP installed on the same machine you are using AND you must be logged into GP.
If you are not using the Purchase Order Enhancement “Approvals then this SmartList will yield NO information on it. You will not get an error, but you will not get any data either.
You’ll also note from this video that I am using GP2013. Here’s an opportunity to get a sneak peak of this very cool new release!
Come see me in person discuss SmarList Builder and Excel Builder at the (Microsoft Dynamics GP) GPUG regional meeting Tuesday, 11/27/12 at the Microsoft Office in Manhattan, New York.
Please join us for the next meeting of the GPUG NY/NJ Regional Chapter on
Tuesday, November 27, 2012 from 8:30am - 12:00pm EST. We're planning a great
meeting at the Microsoft office in Manhattan. Don't miss this exciting opportunity
for face-to-face networking with your peers and fellow GP users in your area.
To register for the event, click here.
8:30 - 9:00am
Welcome & Introductions
9:00 - 10:00am
10:00 - 10:20am
Break & Networking
10:20 - 10:40am
SmartList Builder - Customer Examples
10:40 - 11:45am
Excel Builder & Navigation Builder
11:45 - 12:00pm
Planning of Next Meeting
Meeting Location: Microsoft Office1290 Avenue of the Americas - 6th FloorRoom: Belasco New York, NY 10104 Registration Costs: Basic Members: $20.00Premium Members: FREE
I will be on the panel for this free Webcast answering your questions about reporting in Dynamics GP!
Join our panel of experts in financial reporting tools forMicrosoft Dynamics ERP to learn the latest thinking on the tools and techniques for building the right reports for the right audiences with the right data. Learn how top minds in the field are using the Microsoft technology stack to enforce compliance, improve secure access, and optimize data visibility and intelligence in different scenarios and in different types of businesses.Is your organization's financial reporting maximizing the tools at its disposal? Do you find yourself producing less than optimal layouts for your executive team based on the tools you have on hand?
Join us on Friday, April 20, 2012 at 11am EDT (GMT -4) to ask the experts your questions and learn about topics including:
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