Categorized | Featured

avatar
avatar

BKD’s Dynamics GP Twitter Tips Compilation – Part 4

Completing our compilation, here is the fourth article containing tips from our Microsoft Dynamics GP Twitter account (@gpinsights). This article contains our last 25 tips. We hope you enjoy.

  1. Print groups of historical sales documents? Transactions | Sales | Print Sales Documents, select Print | Historical Documents
  2. It’s that time of year! Make mass payroll changes to codes—Utilities | Payroll | Mass Update. Always make a backup first.
  3. Create suggested purchase orders based on reorder points in inventory. Transactions | Purchasing | Purchase Order Generator
  4. Place individual invoices on hold to prevent payment. Transactions | Purchasing | Holds
  5. Automatically write off under/overpayments! Microsoft Dynamics GP | Tools | Routines | Sales | Write Off Documents
  6. Control home page defaults for users. Tools | Setup | System | System Preferences
  7. Automatically route reports and documents to specific printers. Tools | Setup | System | Named Printers
  8. Modify default maximum records and columns for SmartLists. Tools | Setup | System | SmartList Options
  9. Did you know user classes can still be used to deploy shortcuts to groups of users?
  10. What modules do you own? Check it out. Help | About Microsoft Dynamics GP | Options
  11. Pass payroll liabilities to payables for payment. Tools | Setup | Payroll | Payables Integration | Vendors
  12. Key reports for payroll reconciliation? Reports | Payroll | Quarter End, Reports | Payroll | Period End | Payroll Summary
  13. Reprint a payroll check stub. Inquiry | Payroll | Employee Check
  14. You can post FUTA and SUTA liabilities to the GL using Reports | Payroll | Period | Post Liabilities checkboxes.
  15. In SmartList Builder, go to Options | Duplicate to create an Excel Report based on your SmartList.
  16. Set up additional source document codes to track integrated journal entries. Tools | Setup | Posting | Source Documents
  17. Make mass changes to your item price lists. Tools | Utilities | Inventory | Price List Utilities
  18. Place an individual invoice on hold to prevent payment. Transactions | Purchasing | Holds
  19. Link extender windows to existing SmartLists. Tools | Extender, open your window, click SmartList button.
  20. Automatically open an extender window when the user enters/exits a field. Tools | Extender | Open your window | Options button
  21. Set up a custom reminder in GP, from a SmartList with the reminder results, click Favorite | Add Favorite and Reminder.
  22. Did you know you can track budgets by Analytical Accounting dimension code. Cards | Financial | Analytical Accounting | Budget
  23. Backup your Management Reporter building blocks before making changes. Companies | Building Block Groups | Export
  24. When using HR, calculate an employee’s first review date, assign review type to positions. Cards | Payroll | Position
  25. Filter employee lookups, to specific departments and/or divisions. Setup | System | HR Preferences | Employee Filters

Follow BKD’s Dynamics GP group on Twitter at @gpinsights for more tips to keep your work life running more smoothly. For assistance, contact BKD’s Dynamics GP Support Center or email gpsupport@bkd.com.

 

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.

Leave a Reply


Dynamics GP Categories