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BKD’s Dynamics GP Twitter Tips Compilation – Part 3

Posted on 05 December 2012
Authors: and

Continuing our compilation, here are more tips from our Microsoft Dynamics GP Twitter account (@gpinsights). This article contains tips 51 through 75.

  1. Generate multiple reports in one step in Management Reporter. File | Report Groups
  2. EFT for Payables is included in your Business Ready Licensing; configure and start paying your vendors electronically!
  3. Need to get started? Tools | Report Wizard in Management Reporter will guide you through the process.
  4. Get ready for year-end; check your version level now. Help | About Microsoft Dynamics GP
  5. Large bank reconciliation? Use eReconcile to upload reconciliation information from your bank! Included in BRL.
  6. Press <Ctrl> + <Alt> + <A> in SQL Server Management Studio to see activity on the server.
  7. Create your own sales document views! Inquiry | Sales | Sales Doc Inquiry
  8. Activate date effective tax rates with the additional menu from Company Setup!
  9. Right-click on your menu bar to add/remove toolbars
  10. Create parent/child customer relationships. Cards | Sales | National Accounts
  11. Do you use recurring entries in GL? Mark “Clear Recurring Amounts” on the batch to reset entry to zeros after posting.
  12. Why use Unit Accounts? Track statistical amounts for financial reporting calculations. Cards | Financial | Unit Accounts
  13. When installing software, use the Administrator account. Even users assigned as domain administrators can have issues.
  14. Import your budget from Excel for reporting. Cards | Financial | Budgets
  15. Cards | Financial | Account Currencies, Currency Translation Type field controls translation in Management Reporter.
  16. Make sure you download the 2012 tax tables after you close 2011 and before your first 2012 pay run.
  17. Year-end information is available straight from Microsoft. http://tinyurl.com/6tbh8bm
  18. Cards | Financial | Account, Posting Type influences how an account closes at year-end.
  19. Assign word templates to customers or customer classes for specific invoice formats. Reports | Template Maintenance
  20. Set up your new fiscal year now. Setup | Company | Fiscal Periods. Click “Close All” to prevent accidental postings.
  21. Do you use Forecaster? Use ExpressLink to import your actuals into Forecaster for reporting to budget owners!
  22. Allocate from one department to many departments in Forecaster. Setup | Budgets | Allocations
  23. Dimension sets in Management Reporter allow you to bundle accounts for use on many reports. Edit | Manage Dimension Sets
  24. Print an edit list of 1099 information. Routines | Purchasing | Print 1099 | Printer ICON in the upper right-hand corner
  25. Need to edit 1099 info? Cards | Purchasing | 1099 Details, select to display by Month

Related posts:

  1. BKD’s Dynamics GP Twitter Tips Compilation – Part 2
  2. BKD’s Dynamics GP Twitter Tips Compilation – Part 1
  3. Account Maintenance Options: The Forgotten Fields
  4. Unit Accounts and Beginning Balances in Dynamics GP
  5. Checklist for Year-End Preparation in Dynamics GP

This post was written by: and

Charles Allen is a member of BKD Technologies. He has more than 22 years of experience as a technology consultant, performing information systems needs assessments and analysis and providing system selections, implementations, installations, training and support for a variety of industries, including manufacturing and distribution.

Christina, a member of the BKD Technologies Microsoft Dynamics GP team, has more than 10 years of experience in implementation and training for Microsoft Dynamics GP software, including Forecaster, FRx/Management Reporter, Human Resources and Payroll and Project Accounting. She is a Microsoft Certified Trainer and won the Top Instructor Award for Microsoft Dynamics GP in 2008 and 2009.

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