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The blog for all things Dynamics Business Solutions

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  • Etelligent Solutions Inc. is excited to officially announce our merger with BDO Canada LLP.

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    Canada’s leading Microsoft Partner merges with Western Canada Dynamics partner, Etelligent Solutions. We are pleased to announce that Etelligent Solutions Inc. (ESI), is merging with the IT Solutions practice of BDO Canada LLP (BDO), one of the largest accounting and advisory firms in Canada. This merger will be effective as of December 16, 2016. WHY […]
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  • Payroll Cost Calculator

    We have created a simplistic Payroll Cost Calculator worksheet to help you estimate the current costs associated with your current Payroll. We would love the opportunity to review your current payroll setup with you and provide an estimate and recommendation on how/if Dynamics GP Canadian Payroll would work for your business.   September Promotion  Existing Clients not currently […]
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  • GP2105 R2 New Feature: Default SmartList Visibility

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    Many Dynamics GP users like to use Smartlist for finding information.  They like being able to choose what details are displayed, being able to filter data, being able to export their results to Excel, and being able to store their settings as “Favorites”. However in some organizations the lists of Favorites can become lengthy and […]
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  • Dynamics GP 2016 on Updated Roadmap

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    Photo Credit: blibbleblobble via Compfight cc Recently updated information on the Microsoft Dynamics GP Roadmap (Figure 1) has come out.  As presented at Convergence earlier this year (March 2015) the Microsoft Dynamics GP Roadmap did not include Dynamics GP 2016 (To see the roadmap at that time you can read Dynamics GP 2015 R2 due by […]
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  • Etelligent expands CRM and ERP Services to Vancouver, B.C.

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    Etelligent Solutions Inc., an Alberta based provider of ERP and CRM software services, is pleased to announce the official opening of their new office in Vancouver, British Columbia effective October 1st, 2015. Etelligent Solutions has recorded a great year in the Alberta market and have committed to continued growth through 2016.
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  • GP2105 R2 New Feature: Debits Before Credits in SmartList

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    In Dynamics GP 2015 R2 there are a couple of SmartList objects that now display debits before credits by default.  This may not seem significant to some people but such individuals are probably not reading this post.  The reality is that the accounting standard is to always display debits before credits. This is the norm […]
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  • GP2015 R2 New Feature: Customer Over Credit Limit Notice

    Dynamics GP
    Dynamics GP 2015 R2 makes it easier for users of the system to know when they are dealing with customers who are over their credit limit. From the Receivables Management Setup  window there are two new Options available Display Over Credit Icon and Warn If Customer Over Credit (Figure 1). Figure 1 The Display Over […]
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  • October 1 Alberta Tax Update

    Testimonials Computer Key Shows Recommendations And Tributes Online
    Important notice to all Payroll clients operating in Alberta.   There will be a change coming into effect October 1st, 2015 for personal income tax rates in Albert and due to this change Microsoft will be releasing a Tax update for Alberta near the end of September.The new progressive tax system introduced by the Alberta […]
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  • GP 2015 R2 New Feature: Payables Transaction Workflow

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    The number of workflows in Dynamics GP keeps on growing, and with GP 2015 R2 the latest addition is the Payables Transaction Approval workflow.  With this workflow payables documents can be entered, saved and submitted for approval before being posted. What follows is a simple example of the setup and processing of the Payable Transaction […]
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  • Management Reporter 2012 CU13 – Notes for GP 2010 Users

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    As I was reviewing the announcement that Management Reporter 2012 CU 13 is now available, a couple of the changes caught my attention because of their relevance to Dynamics GP users.  First, I noticed that this will be the last supported release for Dynamics GP 2010.   Support for Dynamics GP 2010 itself is ending later […]
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  • Ten key reasons you should be using Messenger EDD with GP

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    As a commitment to provide the best all-around solutions to our clients we work with a variety of Partners whose solutions perfectly complement the dynamics product suite. Liaison Software is a product that integrates seamlessly with Dynamics products which allows user to batch email  invoices, statements, quotes, orders PO’s and more directly from Dynamics GP […]
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  • NAV 2015 – Unit Cost In Inventory

        Have you ever wondered how the unit cost is calculated on an Item Card in NAV 2015?  The question is a common one.  Here is how the UNIT COST works.   Depending on what you selected in the Costing Method field, the program fills in the Unit Cost field as follows: If the […]
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  • GP 2015 R2 New Feature: Purchasing All-in-One View

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    When I hear the term “all inclusive” my first thoughts are of a vacation to an exotic sun destination.  However this term also came to mind when I was reviewing one of the new features in Dynamics GP 2015 R2, the Purchasing All-in-One View.  In this case I think it is the similar meanings of […]
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  • Dynamics GP Canadian Payroll Tax Updates

      Microsoft announced this week that it has release the Canadian Payroll Tax Updates.  And, yes, there is an update for the Canadian Payroll Mid-Year Tax updates for each of  Dynamics GP 2010 and GP 2013, as well as GP 2015. Here is a list of the changes by version as noted in Terry Heley’s […]
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  • GP 2015 R2 New Feature: Historical Received/Not Invoiced Report

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    Dynamics GP 2015 R2 was recently released (see details and related links here) and more functionality has once again been added to this feature rich ERP product.  My colleague Judy Hirst has already demonstrated the improvements to the General Ledger Inquiry and I want to bring the Historical Received/Not Invoiced (Historical RNI) report to light. […]
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  • GP 2015 R2 New Features General Ledger Inquiry

    If you are one of the people that complained that you had to do inquiries in two places in Dynamics GP General Ledger, then you will love this!   No longer do users have to navigate to different inquiry windows depending on whether or not the transaction is in an open or historical year. The Detail […]
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  • Dynamics GP 2015 R2 is Available!

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    For those of you Dynamics GP users who like the latest and the greatest, Microsoft has released Dynamics GP 2015 R2!  The messaging from Microsoft over last few years has been to expect an increased cadence to the releases for Dynamics GP that include new features and functionality and we are seeing evidence of that […]
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  • SQL Server 2016 Preview

    Figure 1 is an excerpt from the new datasheet about Microsoft SQL 2016   Software is moving quickly and evolving so that sometimes the end users and the resellers seem to have to run to keep up.  However, on May 13th, it was exciting to get the mail that talked about Microsoft releasing previews of […]
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  • Dynamics GP – News on the Support Debugging Tool

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    There is news out on the future of the Support Debugging Tool.  First, there will be releases with a new name “ GP Power Tools”.  Second, there is an announcement that GP Power Tools will be released for the following Dynamics GP versions: Microsoft Dynamics GP 2010 Microsoft Dynamics GP 2013 and 2013 R2 Microsoft […]
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  • Microsoft Convergence 2016 and Dynamics GP

    Picture from the Microsoft Convergence website for 2016.  See the link below.   After Convergence 2015, attendees were posting blogs and conversations about the Convergence 2016, and saying that Dynamics GP would no longer be part of Convergence. The good news is that Convergence 2016 is in New Orleans from April 4 to April 7, […]
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  • What to do when Dynamics GP windows are too small.

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    Photo Credit: Ric_Robinson via Compfight cc When using Microsoft Dynamics GP 2013 and 2015 some GP users are finding on-screen elements (windows or labels) too small for their liking.  These are users with high resolution screens or monitors and some have large monitors with lots of real estate to work with, so it is frustrating […]
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  • Vote on Accurate GL to PA Reporting in Dynamics GP!

    Figure 1 – Project Maintenance Window in GP Recently, the number of support calls for project accounting seem to have increased.  While I was out searching for a specific solution, I stumbled across a posting in LinkedIn by Dawn Prigmore, from Advanced Integrators, Inc., asking for Project Accounting Users to vote on her suggestion for […]
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  • Dynamics GP – What it means to Remove Completed PO’s

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      In normal speech the word “remove” has a breadth of meaning, but what comes to my mind first is the idea of “getting rid of or doing away with”.  For example, I want my laundry detergent to effectively remove stains.  However in Dynamics GP the purchasing routine to Remove Completed Purchase Orders doesn’t necessarily […]
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  • Promotion – Give me 5 Starter + Extended! GP & NAV

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    Give Me 5 Starter – Starter Pack plus 2 Full Users for $6,600 CAN Give Me 5 + 2 Extended – Starter Pack plus Extended Pack plus 4 Full Users for $18,700 CAN EXPIRES: June 25th, 2015.  Growing your business takes more than just hard work. You need deep insights, complete control over your finances, and the […]
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  • Promotion – Get 3 more 4 Less! GP and NAV!

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    Get 3 More 4 Less 15% discount when licensing 3 to 15 full users by end of June 2015. For a limited time, Microsoft is discounting Microsoft Dynamics GP Perpetual Licensing and Business Ready Licensing model full users. So, if you think that you will need more users in the next 6 to 12 months, […]
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  • Dynamics GP 2015 R2 due by June 2015, R3 in 2016

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    Figure 1 – Dynamics GP Roadmap presented at Convergence Convergence 2015 introduced an exciting roadmap for Dynamics GP.  The big news is the GP 2015 R2 release in June.  MsDynamicsWorld.com talks about this in their reviews on Convergence.   Some of the features that customers and partners can look forward to are: GP 2015 R2 will […]
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  • Improved Item Management in Dynamics GP 2013

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    Figure 1 Have you ever participated in a treasure hunt? One enjoyable memory I have of my childhood is following clues with a group of friends as we traversed my parent’s farmyard in search of birthday party treats. I don’t recall the treasure at the end of the search but I can’t help but smile […]
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  • Interesting Facts on the Growth of Dynamics ERP from Convergence 2015

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    Figure1 – Slide from Convergence 2015 showing the rate of growth of different Dynamics ERP products   Clients often ask me when I am out on site, “How is Dynamics GP doing?”  Or, “How is Microsoft Dynamics doing?” Those are fair questions given that Microsoft made some big changes to its staffing in the summer […]
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  • Could one App Boost your Sales Efficiency by 15%?

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    As your Microsoft Dynamics Partner part of our commitment to our clients is to provide a steady stream of information that will help you gain greater insights into your business and software to help you make better decisions. While the saying “If you want something done right do it yourself” has its merits we believe that if […]
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  • Can your system handle Dynamics GP 2015?

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    Recently I have been hearing from a number of clients on the topic of upgrading to Dynamics GP 2015.  Some want service estimates so they can budget for the upgrade costs, some want to know how much time will be required for their upgrade, and still others are wondering what are the benefits they will […]
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  • Jesse Byam talks Customer Success, Software Selection, and Future

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    Etelligent Solutions has partnered with Journyx to provide clients with enterprise time and expense tracking software that integrates with Microsoft Dynamics GP and NAV. Journyx for Microsoft Dynamics allows companies to quickly implement a complete time and expense tracking solution using existing business data. In a recent post, Curt Finch the CEO of Journyx, interviewed Jesse Byam Vice President […]
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  • Updates on Reporting: Forecaster Is Still Available

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    Figure 1 – Setting up Microsoft Forecaster Tasks   Forecaster Available in Dynamics GP Extended Pack With Unlimited Users Many Dynamics GP users have been asking Microsoft whether Forecaster, the fabulous budgeting and forecasting tool, is still available.  The answer is “Yes”. Pamela Misialek explains this in her blog at https://community.dynamics.com/gp/b/gpteamblog/archive/2015/03/12/what-39-s-up-with-forecaster-for-microsoft-dynamics-gp.aspx.  The highlights are: – […]
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  • Addressing Dynamics GP Copy & Paste from Excel Issues

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    Figure 1 Have you seen advertisements for a “One Stop Shop” offering everything you need for ‘_____” (you fill in the blank)?  The term “One Stop Shop” came to mind as I was thinking about the topic for this post.  I had noticed someone post a couple of points to remember when addressing issues while […]
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  • Dynamics GP 2015 & The Future of The Support Debugging Tool

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    As a fan and user of the Support Debugging Tool which has always been free from Microsoft, I was intrigued by a heading that I saw that asked, “Where is the Support Debugging Tool for GP 2015?”  And, I started to investigate to see if there was a SDT (Support Debugging Tool) for the newest […]
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  • What the end of Business Portal means for GP in 2015

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    Curt Finch the CEO of Journyx posted a great blog about the end of business Portal and what it means for GP 2015 so we asked him to share it to our readers as a guest blogger.  What the end of Business Portal means for Microsoft Dynamics GP in 2015 by Curt Finch, CEO, Journyx published […]
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  • Should you wait to update to Dynamics GP 2015?

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    I read an interesting article at MSDynamicsWorld.com by Mark Polino entitled “With Microsoft Dynamics GP 2015, ignore the old thinking on new releases”.  In it he makes the case for not waiting for the first service pack before updating to Dynamics GP 2015.  This topic has touched a nerve with some people and generated several […]
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  • Top 5 Reasons CRM Implementations Fail

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    CRM – or Customer Relationship Management is huge right now, and there are some incredible tools at your disposal to create amazing customer experiences. Unfortunately implementing a great CRM system and Customer engagement strategy isn’t a turnkey solution – and it shouldn’t be. You want to create a unique brand experience for your customers and prospects and need your CRM system to help you enable that.
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  • Dynamics GP 2015 And Business Intelligence

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    Figure 1 – Explaining how the suite of BI Tools has grown Bring your lunch to the office and spend an informative 20 minutes or so watching the Microsoft video Microsoft “Dynamics GP 2015 New Features in Business Intelligence” out on YOUTUBE.  Here is the link.  For those of you that like to put the […]
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  • When are users logging in and out of Dynamics GP?

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    Photo Credit: seanbolton.me via Compfight cc A question came to me recently from a client wanting to know if they could get a report listing the times when users had logged in and out of Dynamics GP.   They didn’t provide the rationale for their request initially, which would have been helpful, nevertheless my response directed them […]
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  • SmartList Designer & Add Import Objects Function

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    Figure 1 – Logged a new feature request for SmartList Designer   I am reaching out to everyone to ask you to vote for a new feature in SmartList Designer. We have clients that do not have SmartList Builder.  Without SmartList Builder, users and partners cannot create SmartList objects and import them into SmartList.  Many […]
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  • 3 Ways Oil Companies Save Money with Dynamics GP

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    3 Ways Oil & Gas Companies can save Money with Dynamics GP Operating in the Oil heavy industry in Alberta we have many clients who work in, or for Oil and Gas organizations. In an economic downturn where the price of oil is dropping, companies need to be smart about their use of man hours […]
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  • GP 2015 & How To Use The New Payment Terms

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      Figure 1 – The new payment terms setup window in GP 2015 Over the last several years, our oil and gas service clients have asked for different payment term options that those options currently allowed in GP 2010 and GP 2013.  In the words of one client, “These are ancient payment terms and do […]
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  • Dynamics GP: Creating a New Company and Copying Setup

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    Figure 1 I am not sure what it is about this new year but we aren’t even through the first month and I have already had requests from four organizations using Dynamics GP to create six new companies and then copy the setup from an existing company.  I have previously written about the options for […]
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  • Extend for Less Promotion – GP and NAV

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    Microsoft has launched an exciting promotion to help clients extend their Microsoft Dynamics GP and Microsoft Dynamics NAV solutions by offering a compelling deal on the deep functionality of the Extended Pack.  There are product specific versions of the Extend For Less promotions to reflect the differentiated value of the Extended Pack between Microsoft Dynamics […]
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  • Dynamics GP & How To Find Obsolete Inventory

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    The Inventory Case It’s now January 2015, and all the inventory has been counted for those companies that have December 31 year ends.  The inventory item counts have been entered. As part of year end,  the accountants want to know what inventory should be written off and cleared out of the warehouses.  They have determined […]
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  • Management Reporter 2012 CU 11 – Get the Critical Update

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    Last week my colleague Judy Hirst wrote on the Management Reporter 2012 CU 11 Fixes.  Something that came to light subsequently is a bug that prevents some users from logging into any company and thereby also prevents them from generating any reports.   In response to this bug a Critical Update for Management Reporter 2012 CU […]
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  • Management Reporter 2012 CU 11 Fixes

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        At last, Microsoft has released Management Reporter Fixes for issues that plague the users.  This release is called Cumulative Update 11.  Rather than trying to summarize all the fixes, I simply used the FIX LIST that is provided with the download information.  It is all below,  This will make creating financial statements and […]
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  • Power BI and Dynamics CRM

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    Power BI is the self-service business intelligence solution designed for everyone.   And now,  it is for everyone!   Microsoft released a new Power BI preview on December 18 that added  new features including;  Power BI Dashboards  (this gives you the tour of the Power BI Dashboards)  Users can create personalized dashboards to monitor their most important […]
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  • Happy New Year for 2015 From Etelligent Solutions Inc!

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    Sheldon and I have enjoyed blogging about Dynamics GP and NAV.  We thank everyone who responded to a blog or tweeted about a blog.  We thank our team members for providing us with information to share in our blogging. We look forward to blogging about all the changes coming in 2015 to the Microsoft world, […]
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  • Microsoft Dynamics 2015 HR Enhancements

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    This blog covers the new features in Dynamics GP 2015 in the Human Resource Module.  To see all of the other great features in Dynamics GP 2015, please see the previous blog at http://www.esicanada.com/erp-posts/dynamics-gp-2015-has-great-new-features/.     Employee self-service enhancements   Now employees can view and edit their own information in their employee profile, skills and […]
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  • How CRM Saved Christmas – A Holiday Tale

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    Twas 3 days before Christmas, when all through the office Not a colleague was stirring, not even the bosses. Out of office messages were scheduled with care, In hopes that Christmas break soon would be there. Consultants and developers were snug at their desks While visions of freedom danced in their heads. Fabian in his […]
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  • WennSoft Service – New Features in release R3

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    Clients have been asking, “What is new in WennSoft’s latest release of Signature 2013?”  This blog is a shopping list of the new features in SERVICE so that companies can decide whether they want to upgrade or wait until WennSoft’s GP 2015 version is released.   Service Enhancements • Additional Task Responses – Provides the […]
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  • Top 10 Blog Posts of 2014 – Microsoft Dynamics

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    It’s that time of year again – not just year-end tax update time (but call if you need help with yours) it’s the Holiday Season! And, as 2014 comes to a close we would like to take this time to thank all of our clients for another amazing year. We pride ourselves on the relationships […]
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  • Dynamics NAV 2015 & Cumulative Update 2

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    Nav 2015 CU On December 5, 2014, Microsoft released a cumulative update for NAV.  The release includes all application (Administration, Finance, Inventory, Manufacturing, Marketing, Purchase, Sales, Service and Warehouse) and platform hot fixes and regulatory features that have been released for Dynamics NAV 2015. The CU can be downloaded from the cumulative update from KB […]
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  • Adding a New Dynamics GP Company in MR 2012

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    Do you always read the fine print before signing a contract or accepting the terms of an agreement for a contest or web service? I will admit that I don’t always read the fine print but that doesn’t mean it isn’t a good idea.  Recently I was forced to look at the fine print, in […]
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  • Dynamics GP 2015 Has Great New Features

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    Last week, my colleague, Sheldon Gitzel blogged about Dynamics GP 2015 being released by Microsoft.  You can see his blog at http://www.esicanada.com/erp-posts/dynamics-gp-2015-released/. This week, I am giving you a list of all the wonderful new features.  Microsoft’s Dynamics team did wonderful job of creating these new features.  I am excited about them!   Foundation Enhancements […]
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  • Dynamics GP 2015 Has Been Released!

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      There is excitement in the Microsoft Dynamics GP team today with the announcement that Dynamics GP 2015 has been released.   I have seen several mentions of the announcement already and in each case  there is a sense of enthusiasm and enjoyment in being able to make this news known.  You can check out the […]
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  • 2014 Year End Close Procedures for Microsoft Dynamics GP

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    Microsoft advises that there are some new procedures for year end closing for some of the Dynamics GP modules.  Therefore, the GP team has put together an 18 minute, YouTube video on the changes, and how to do the close.  The modules are: US Payroll Canadian Payroll Payables Management Fixed Assets Watch the video called […]
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  • System Requirements For Management Reporter 2012 CU10

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    Figure 1 – Management Reporter 2012 Do you complain that Management Reporter and Dynamics GP run really, really slowly when you are generating a report?  If so, it is a good idea to look at whether the recommended system requirements are in place.   Chances are, you will find that the bare minimum for running the […]
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  • Easy Journal Entry Imports from Excel into Dynamics GP

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    Photo Credit: joepopp via Compfight cc   I appreciate simple solutions but recently I missed out on a chance to use the simplest option available to me.  I had imported opening General Ledger balances for a client who is just starting to use Dynamics GP 2013 and when I told a colleague about my task […]
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  • Reprint the Bank Reconciliation Reports in GP 2013 R2

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    Figure 1 – New Bank Reconciliation Posting Journals For everyone that has ever complained about NOT being able to reprint the Bank transfer journal and the Outstanding Checks after a bank reconciliation, your prayers have been answered!   The new reprint feature is part of Dynamics GP 2013 R2. The outstanding transactions report allows the user […]
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  • Benefits of using Wennsoft Field Service software

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    The following article is a guest post from my colleague Ragaei Soliman.  Ragaei recently attended Synergy 2014, Wennsoft’s annual user group conference, and has come back feeling more enthusiastic than ever about Wennsoft’s suite of products that work in tandem with Microsoft’s Dynamics GP.  In this article Ragaei demonstrates some of the benefits of using […]
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  • QUADRA, Estimating Package for WennSoft Software & GP

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    Figure 1 – Diagram of the Quadra Estimating Solution and How it interfaces with WennSoft Job Cost and Dynamics GP – from ERTH website: http://www.ebterthcorp.com/distributer-services/quadra-work-estimation   For all the WennSoft Job Cost users who have asked for an estimating solution, the answer is QUADRA! WennSoft’s Synergy 2014 was full of information about products that work […]
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  • Notes from WennSoft Synergy 2014

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    This year, Etelligent Solutions sent Ragaei Soliman and Judy Hirst to WennSoft Synergy 2014. What a conference!  First, the location was awesome.  It was held in sunny San Diego, at the wonderful Hilton San Diego Bayfront, pictured above.  Second, the sessions covered a broad range of topics including new features in job cost, equipment management, […]
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  • Management Reporter 2012 CU10 – What new feature do you like?

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    Photo Credit: deeplifequotes via compfight cc The folks at Dynamics Financial Reporting announced the release of Management Reporter 2012 CU10 last week.  One noteworthy section was the line stating “This release contains enhancements around some of the most voted on suggestions in MSConnect…”.  I have voted for several MR enhancements through Microsoft Connect and am […]
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  • Dynamics GP 2013 R2 Adds To Analytical Accounting

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    More and more GP users are tapping in to the power of Analytical Accounting (AA) to whittle down the number of general ledger accounts that they need to have, and, to take advantage of all the ways information can be tracked in AA. Because end users are developing a passion for AA, Microsoft has added some new features to GP 2013 R2 that make AA even more attractive. Check them out!
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  • Dynamics GP Word Template for Upgraded SOP Blank History Invoice Confounds

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    Do you always seek out the hard road in your life’s travels? I’ll admit that I don’t try to contrive difficulties for myself. When I am making plans I don’t attempt to orchestrate problems and when I am in charge I don’t scheme to include complications.
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  • Dynamics NAV 2015 Scheduled To Release For October 1, 2014 with a Client for Tablets!

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    Microsoft is planning on releasing it’s Dynamics NAV 2015 product on October 1, 2014. One of the coolest new features is the NAV client for tablets! The Microsoft Dynamics NAV for Tablet allows users in small and medium sized businesses to access data from a tablet.
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  • Dynamics GP 2013 R2 – New Features in The Foundation Modules

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    Figure 1 – Showing the Dynamics Logo and the version information   Microsoft considers the Foundation of Microsoft Dynamics GP to be the combination of System Manager including security management, Report Writer including Word Templates, Key Performance Indicators, web services, and Company Setup.   In GP 2013 R2, there are new enhancements to the existing foundation.  […]
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  • How to use Dynamics GP SmartList to find accounts with the wrong posting type

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    Figure 1 Do you own a handheld multi-tool (Figure 2), a versatile instrument that combines several useful functions into a single device?  I keep a multi-tool in my vehicle and also make sure it accompanies me when I go camping.  I like having a compact device available that can address many needs and situations.   […]
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  • SmartList Designer “Go To” Feature in Dynamics GP 2013 R2

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    When Microsoft returned SmartList Builder to eOne Solutions,  GP users were worried that the ability to build their own SmartList reports would disappear.   However, Microsoft introduced SmartList Designer in Microsoft Dynamics GP 2013 SP2.  This tool provided similar, although reduced,  functionality to that of SmartList Builder. One of the great new features in Dynamics GP […]
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  • Dynamics GP Learning Opportunities Fall 2014

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    Photo Credit: Thomas Hawk via Compfight cc This is the season of “Back to School”, at least in North America.  Whether it is for primary, secondary, or post secondary studies, with late August and September comes the start of another school year.  Students of all ages are heading back to the classroom to expand their […]
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  • Good bye, Business Portal; This Functionality Discontinued in Dynamics GP 2015

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    On August 6, 2014, Microsoft made an announcement about the functionality that will be discontinued as Dynamics GP rolls into 2015.   You can see the entire announcement at https://mbs.microsoft.com/partnersource/northamerica/pricing-ordering/pricing-ordering-news/MSDYGP2015_FunctionalityDiscontinue.   What is being discontinued?  For some, the Business Portals will be a loss.  The good news is that the functionality is being moved into the […]
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  • Options to be aware of with Excel Budget Imports into Dynamics GP 2013

      Thanks to Sean King, over at the Dynamics GP Support and Services Blog, for explaining the change in default behavior in Dynamics GP 2013 when  Importing Excel budgets with Calculated fields.  This is important information for end users performing budget imports and those power users and consultants who support them.  He also includes explanations […]
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  • Canadian Payroll 2014 Tax Changes for Ontario are supported in Dynamics GP

      August is not part of the tax change season in Canada, or so I thought. But as I was reviewing announcements that came out last week I noticed that the Dynamics GP Support and Services Blog had the following post Canadian Payroll Tax Update for Ontario…yes we will be supporting it!!   Along with a […]
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  • CRM – Where’s my Email Configuration Button?

    CRM Server Side Sync works great for those that have started their CRM journey with CRM 2013. It's even better post 2014 Spring Update. But for those of us that have been longer-time clients.. the instructions might not work! Segueing to today's topic: Finding/Enabling the Email Configuration Link If you've recently upgraded to CRM 2013, you'll […]
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  • What is Dynamics GP Workspace For Office 365

      Figure 1 –  The Microsoft Dynamics GP Workspace App is a Free download   On July 11, 2014, Microsoft announced the availability of the Microsoft Dynamics GP Workspace APP.  This app provides Microsoft Excel-based dashboard information in Microsoft Office 365 SharePoint Online.  The dashboards provided for Financial, Sales, Purchasing and Inventory allow users to […]
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  • Self Service Features in GP 2013 R2 For Requisition Management and Employee Self Service

    Have your employees been asking for the ability to enter their time from the web, in the comfort of their home?  Have employees asked why they cannot do requisitions on line and have them tied to the Purchase Order? The release of Dynamics GP R2 now can address some of those questions.  To use the […]
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  • The US Sales and Use Tax Rates, Rules, and Regulations Change for July 1, 2014

      Is your company doing work in the United States, and billing into the States?  Are you aware of the numerous rate changes that went into law on July 1, 2014?  We partner with Avalara Inc., providers of the cloud based solution, AvaTax.  AvaTax enables businesses to automate the process of managing sales and other […]
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  • How Is Formatting Applied in Management Reporter 2012?

                       Figure 1 – Title slide from Microsoft’s video on how formatting is applied in Management Reporter Management Reporter is quickly becoming more integrated into the reporting cycles in Dynamics GP and Dynamics AX.  After the recent changes in Management Reporter CU8 and CU9, clients are asking questions about which comes first, Report formatting or […]
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  • Microsoft Dynamics NAV 2015 Highlights

    Figure 1 – Dynamics NAV roadmap to 2015 Today, in the World Partner Conference, an announcement was made about the next major release for Dynamics NAV.  NAV 2015 will offer easier upgrades, better integration with Microsoft products like Office 365, and add new mobile device support.  Dynamics NAV general manager Eric Tiden highlighted key improvements […]
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  • Dynamics GP: Retiring Business Portal

    Photo Credit: Nick Kenrick via Compfight cc What comes to mind when you think about retirement?  Are there pleasant thoughts about relaxation, travel, and time for yourself?  Or worrisome thoughts concerning loss of purpose, inadequate finances, and fear of boredom? Just last week a colleague of mine was showing me pictures of the property that she […]
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  • Creating In-House Training for Dynamics GP? Try Office Mix to Create Your Online Training Lesson

    Figure 1 – Office Mix slide from the blog, “Meet Office Mix by Office Team, on May 6, 2014 Many clients that I work with like to come to our office for training.  However, when your employees are spread over the continent, it may not always be convenient to have people travel for face-to-face training, […]
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  • Will you update to Dynamics GP 2013 R2?

    What factors do you consider when deciding if and when you will apply an update to your install of Dynamics GP?  Dynamics GP 2013 R2 was released in the last week of May, 2014 and I have observed that there are several factors influencing the decision to apply the update.  Some clients look at the […]
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  • Dynamics GP 2013 – We Need a National Accounts Window For Vendors

    Clients often ask for new features for Dynamics GP.  Usually, these features are an extension of existing features.  To help our clients to request new features, my fellow blogger on this site, Sheldon Gitzel, wrote an excellent article on how to log a new feature’s request.  It is called Help Get the Features that You […]
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  • Dynamics Podcast: Dynamics News, Views, Reviews and Interviews

      If you ever want unique but simple ideas for making your life easier try doing an internet search for “life hacks”.  There are numerous tips and solutions for a wide range of everyday problems. For example, check out the tip (Figure 1) that I found to simplify your barbeques this summer! Figure 1 from […]
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  • 3 ways MS Dynamics can help you prepare for Canada’s New Anti-Spam Laws (CASL)

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    Is your business or nonprofit ready for Canada’s New Anti-Spam Legislation (CASL)? Do not let the name fool you, the new Anti-Spam Law does not just regulate spam it regulates all email communication. Everyday business activities likes sending emails to customers and prospects will soon be subject to new rules that could have serious implications […]
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  • Microsoft Dynamics GP and Office 365 Compatibility – What You Need To Know

                                   Microsoft Office 365 is implemented in more and more businesses as organizations work to provide great tools for their employees around the world.   So, if your company is looking at replacing the current Microsoft Office version with Office 365, and if your company also runs Microsoft Dynamics GP, then you need […]
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  • Dynamics GP 2013: Setting Up New Companies

    Figure 1   I have heard it said “there is more than one way to skin a cat”, meaning that that there is more is than one way to accomplish a goal or complete a task.  This may be an outdated phrase and I don’t mean to offend anyone by using it here but I […]
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  • Canada’s New Anti-Spam Legislation

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    Canada’s new Anti-Spam law comes into effect July 1st, 2014…. Are you ready? If you’re in a Marketing role like I am you have probably already heard about this new legislation. If you’re not maybe you have noticed an influx of emails coming in lately asking for your permission to continue sending you email communications (like the […]
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  • Activating Dynamics GP 2013 Purchase Order Approval

      Figure 1 – Showing the Steps to Activate Purchase Order Approval   Several days ago, I was working with a client that wanted to change the approval order within their Dynamics GP 2013.  Purchase order approval is part of the PURCHASE ORDER ENHANCEMENTS feature of Dynamics GP.  It is included in GP 2013, and, […]
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  • Troubleshooting Analytical Accounting Discrepancies between Dynamics GP and Management Reporter

      You Can’t Judge a Book By Its Cover Have you ever used the phrase  “You can’t judge a book by its cover” when referring to  someone who is more than they appear on the surface?  Similarly, have you ever been misled by a name, label or title?  How did you feel when when you […]
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  • When Does Support For My Dynamics GP Version End?

    Microsoft has indicated a planned release cycle for Dynamics GP that will see a significant release or upgrade version, approximately every six months, starting with Dynamics GP 2013 R2 which is being released in May 2014.   Some clients are on older versions of Dynamics GP.  They are wondering when their support will expire.  Here is […]
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  • Dynamics GP: Word Template Documentation & Resources

      “Obviously, the highest type of efficiency is that which can utilize existing material to the best advantage.”  Jawaharlal Nehru   I have needed to edit and troubleshoot several Word Template layouts recently.  I have done this before but once again I found myself looking for reference materials and  utilizing resources that I recalled reading […]
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  • Microsoft Business Analyzer for Rapid Business Intelligence (BI)

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      What is Business Analyzer? Business Analyzer is a touch enabled, tablet-friendly report viewing tool for Microsoft Dynamics ERP, which allows customers to connect to and report on ERP data.   What Does Business Analyzer Do? This tool is part of Microsoft’s strategy  to deliver rapid business intelligence (BI) and reporting value to customers.   […]
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  • A Preview Of Features Coming for GP 2013 R2

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    Figure 1 – The Dynamics GP Roadmap showing GP 2013 R2   We are very close to the highly anticipated Dynamics GP 2013 R2 release which is scheduled to happen in the May 2014 time frame.   In March, at Convergence, the GP team talked about many of the new features.  Since then, clients that I […]
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  • Deleting Inventory Items in Dynamics GP

    Peter Morgan via Compfight   Inventory Cleanup Spring is supposed to be here, though when I look out my office window and see another April snowfall it doesn’t feel as if Spring has actually arrived.  But regardless of the weather some people are thinking about spring cleaning, that annual rite of washing, purging, and organizing.  […]
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  • Microsoft Dynamics Price Increase July 1st, 2014

    Effective July 1st, 2014 Microsoft Dynamics user licenses and products will experience a price increase. If you have been thinking about adding additional users or new functionality to your current solution now is the time to do so.  Planning to add new users? If you think you’ll need to add new users in the next […]
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  • Fixes for Managment Reporter 2012 CU8

    We are all excited that Microsoft has fixed some of the issues that have been documented in Management Reporter 2012.  The following information comes from the KB article 2929034, at this link:  http://support.microsoft.com/kb/2929034 .  All download links are on this KB as well.   Fixes in the cumulative update The following are some of the […]
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  • Dynamics GP 2013 March 2014 Hotfix: Void Payables Enhancement!

    Figure 1   Introduction There is a sense of satisfaction that comes from making a positive difference in the world.  Volunteer groups, charitable organizations, and aid agencies often appeal to this fact as they seek support for their causes.  I recently experienced some satisfaction when I realized that I had contributed to making a positive […]
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  • The Future of Microsoft Forecaster

    Figure 1 – Roadmap showing the direction of Management Reporter and Forecaster   Microsoft Forecaster is a wonderful budgeting tool that works with Management Reporter 2012.  Microsoft says on the website “Forecaster for Microsoft Dynamics ERP helps you manage financial performance through accurate financial budgeting, planning and financial forecasting”.  (From the website link at http://www.microsoft.com/dynamics/en/za/products/forecaster.aspx) […]
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  • Sortable Columns Make Life Easier in Dynamics GP

      Figure 1 We all have habits, routines and patterns of behavior that we use to get through our day.  A morning routine allows me to get ready for the day without much thought, which is a good thing, especially on those mornings when my mind is not at its sharpest.  There can be efficiency […]
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  • Looking at the New Platform "DexNext" for Dynamics GP

    Figure 1 – A slide representing the vision for DexNext In the ERP world, we, the audience who are resellers, developers, and consumers of software, have seen huge changes in the advancement of software.  The changes have been so big and so rapid that ERP which means "Enterprise Resource Planning" has a whole new meaning […]
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  • Hot Fix List for GP 2013 and GP 2010 for March 2014

       Microsoft has announced hot fix releases that will fix the following issues identified over the last several months: US Payroll 941 form change (COBRA information is removed – http://www.irs.gov/pub/irs-pdf/f941.pdf lines 12a and 12b) Payroll Deduction issues with TSA and DIA marked after applying SP 2/US payroll year end (GP 2013 only) Canadian Payroll – […]
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  • Dynamics GP 2013: Dex.ini Settings for Terminal Servers

    When I first started working with the predecessor of today’s Dynamics GP, back in the 90’s, almost all implementations utilized GP clients on local workstations.  But today I see more and more implementations where terminal servers are used to run the Dynamics GP client software.  There are benefits to utilizing terminal servers for Dynamics GP […]
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  • Convergence 2014 Recap

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    Convergence is the Premium event for Microsoft Dynamics Customers and Partners. There is always something new, something exciting, and something unexpected at Convergence which is why we go back year after year—and invite our customers to do the same. If you’ve never been to Convergence, you should really consider joining us in 2015. It will […]
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  • Dynamics GP 2013 – Why Do My Bank Reconciliation Check Book Balance and GL Bank Balance Not Agree?

      Over the last several months, I have helped several clients bring their check book balance in the bank reconciliation in line with their bank balance in the general ledger.   The issues have all been different.  Here is a list of reasons that your balances may not agree.  Use this list as a checklist to […]
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  • Get more from your Dynamics GP with Continuing Education

    I noticed that one of the prolific contributors to the Dynamics GP blogosphere, Mark Polino, recently stated that he had learned something new.  Now I am sure that Mark is learning new things about Dynamics GP regularly, he just doesn’t notify the world every time it happens.  Dynamics GP is not a static product.  It […]
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  • Microsoft Dynamics Business Analyzer App Now in Windows Phone 8

    In April 2013, I wrote about the Business Analyzer App.  See that blog here.   On January 14, 2014, Microsoft’s Errol Schoenfish announced that the App for the Windows 8 phone is now available. Here is what Schoenfish says:  “ Microsoft Dynamics Business Analyzer for WP8 enables our customers to view and take action on information […]
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  • Will you be attending Convergence 2014?

    Convergence 2014 is just around the corner, it runs from March 4 – 7, 2014 in Atlanta, GA, will you be attending? If you have attended Convergence in the past, you know it is an event where there is a lot to take in on the latest that Microsoft has to offer the business community.  […]
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  • Microsoft Chooses Satya Nadella as CEO Effective Feb 4, 2014

    From: http://www.zdnet.com/microsoft-goes-internal-for-its-next-ceo-with-satya-nadella-7000025813/?s_cid=e539&ttag=e539 I am excited that Microsoft has finally chosen a successor to Steve Ballmer!  And, I believe that Mr. Nadella is a great choice.  On December 31, 2013, I wrote a blog about what is ahead for Microsoft, and included some predictions from Mark Polino where he stated that Microsoft would pick Mr. Nadella.  […]
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  • Dynamics GP: Creating an EFT file format that follows CPA Standard 005

    Figure 1   It bothers me to find out that someone has struggled or worked harder than necessary because of a lack of knowledge.  Yesterday I became aware of two colleagues who “learned the hard way” of something that I already knew.  I wish that I had known of each of their needs sooner so […]
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  • GP2013 Formatting an Excel Spreadsheet to 2 Decimal Places

      Figure 1 – The Export Solutions Window in SmartList   For the last several years, my clients have asked if the SmartList export to Excel could be speeded up.  The answer is Yes!  One of the new features in GP 2013 is an increase in the SmartList export to five decimal places to increase […]
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  • Collections Management for GP 2013 – New Features in February!

      In May of 2013, I posted a blog about Dynamics GP Collections Management being returned to the ISV,  Professional Advantage.  You can see the post at   http://www.esicanada.com/index.php/new-collections-management-release-for-gp-2013/. Now, Professional Advantage is advising that there is a new release of Collections Management for GP 2013 coming out in February 2014.  For anyone using Collections […]
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  • What the Mass Modify Chart of Accounts window lets you change in Dynamics GP.

    Figure 1 Do you have a favorite labor saving device or appliance, something that you appreciate because it makes your life easier?  Is it a cordless drill, an electric screwdriver, or a dishwasher?  Recently, I’ve noticed that several of my neighbors have gas powered snow blowers though I don’t (I live in Western Canada and […]
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  • How to Configure SharePoint 2010 for Microsofts Management Reporter 2012

    It is a new year and with it comes an article from my colleague Ragaei Soliman. He has recently assisted several clients in sharing their financial reports from Management Reporter 2012 in a SharePoint Library.  Read on if you too want to find out how to configure SharePoint 2010 for Management Reporter 2012. Sheldon Gitzel, […]
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  • What Lies Ahead in 2014 for Dynamics GP 2013?

        I am always curious about what the New Year will bring for me, for my company, for my clients, and for all the software that Etelligent Solutions offers.   I was happy to find someone who is making some predictions about what next year will hold for Dynamics GP 2013.   What do you think […]
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  • On Christmas Eve, We Wish You Happy Holidays!

      We wish all of our friends, clients, and partners, the merriest of Christmases, the happiest of holidays, and the best wishes for a healthy, happy, prosperous New Year!   The team at Etelligent Solutions Inc.
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  • Closing Procedures for Fixed Assets in Dynamics GP 2013

                                       Recently, Microsoft updated the closing procedures for Fixed Assets.  I thought the steps were very clear and I believe that the steps will make your year end closing life a little easier, especially if you are closing Fixed Assets for the first time.  Before you start this process or any other year end […]
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  • Preparing for Year End 2013 in Dynamics GP

    The new year is approaching and will soon be upon us.  The cycle of the seasons is continuing to roll.  In our office the annual delivery of chocolates to clients has been done, year end tax updates have been scheduled, and a couple of last minute upgrades are being completed.  For those who are new […]
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  • How To Use Hot Keys in Dynamics Nav 2013 RTM, Part 1

    Figure 1 – Common Hot Keys Used In Windows 7 or 8 Hot keys are sometimes called shortcut keys.  A hotkey is a key or a combination of keys on a computer keyboard that, when pressed at one time, performs a task (such as starting an application) more quickly than by using a mouse or […]
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  • Dynamics GP: Changing the Fiscal Year End – Part 2

    Have you noticed how popular franchises are in the film industry? One of the earliest movie franchises that caught my attention was the Rocky franchise.  During the ‘70’s and ‘80’s the character of Rocky Balboa kept reappearing every few years in a new movie.  Now just because I am writing a sequel to my last […]
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  • New Features in Dynamics Nav 2013 R2

      Dynamics Nav clients have been wondering what is ahead for them in the Dynamics Nav 2013 R2 release.  This blog covers some of the new features. General Ledger Table Locking and Dimension Posting / Storing– faster posting processes by enabling more users to post sales / purchase orders simultaneously. Analytical capabilities improved with more […]
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  • Dynamics GP: Changing the Fiscal Year End

    Do you notice when things happen in threes? Within the last month I have seen three requests from companies wanting to change their fiscal year end on a company in Dynamics GP.  This number of requests caught my attention and as a result I have determined to demonstrate the process of changing the fiscal year […]
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  • Microsoft Dynamics GP 2013 Implementation Resource

    Victoria Yudin has released her latest book, “Microsoft Dynamics GP 2013 Implementation”, and it is now available from Packt Publishing, or, you can purchase it from Amazon.com. This book is a great resource for all consultants and analysts who want to learn from the best!  Ms. Yudin is a Microsoft Dynamics GP MVP.  She is […]
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  • Dynamics GP 2013 How To Enable The Inventory Reconcile to GL Option

    Figure 1 – Reconcile to GL Options, highlighting Inventory Customers have long been requesting that Microsoft add a feature in Dynamics GP to assist in the reconciliation of Inventory.  This enhancement is now available in Dynamics GP 2013, along with another new feature, Bank Reconciliation.   However, recently, a client moving from GP 2010 to GP […]
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  • Dynamics GP 2013 SP2: Emailing Attached Documents

      I was recently showing a client new features of their upgraded Dynamics GP software and do you know which feature they got most excited about? It was the ability to email attached documents when emailing sales invoices. The client is now on Dynamics GP 2013 SP2 and the enthusiasm shown for this feature was […]
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  • A New Book On Financial Management For Dynamics GP 2013

    Clients often ask if there are any books available, other than the Microsoft user manuals or training manuals, that would help them work with Dynamics GP 2013. Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant, specializing in the delivery of Microsoft Dynamics GP and CRM projects.  He has just published a book […]
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  • Management Reporter 2012 – New Features in CU7 Update

    Figure 1 – The New Features in MR 2012 allow the user to drill back to Dynamics GP in either the Actual or The Budget columns.   Microsoft Dynamics Management Reporter 2012 now has a web viewer in release CU7!   What makes this cool is  that you  can drill down to the individual transactions or […]
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  • Dynamics GP 2013 SP2 Void Payables: Enhancement?

    Figure 1 Do you remember when New Coke was released?  It was supposed to replace the old standard Coke and be an improvement over the past.  New Coke didn’t catch on and based on early feedback that I am getting from some clients I have the impression that the Void Payables Enhancements in Dynamics GP […]
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  • Dynamics GP 2013 SP2: More Features In SmartList

                                                   Figure 1 – SmartList Splitter and Navigation Pane Control Are you one of the SmartList users that often shake your heads at the inability to change the split between the navigation pane and the SmartList report results in Dynamics GP SmartList?   The solution is at hand!   One of the new features in GP […]
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  • Dynamics GP 2013 SP2: Editing Vendor and Customer IDs

    Figure 1 Picture Clark Kent stepping into a phone booth, spinning around in a blur, and reappearing as Superman.  His public identity has changed and if Clark Kent was in your Dynamics GP customer list you may want to update his Customer ID to reflect who he now is.  I admit that I am not […]
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  • Dynamics GP 2013 SmartList Designer in Service Pack 2

    One of the most requested features that I hear from GP users is –“Why can’t we get a simple way to change our SmartList reports?” Well, in Dynamics GP 2013 Service Pack 2, Microsoft has released the SmartList Designer. What does it do?  It extends SmartList so that an end user can create a new […]
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  • Benefits of Using In-transit Transfers in Dynamics GP

    A long time Dynamics GP client was discussing their multi-site inventory management with me recently and when I suggested that they start using In-transit transfers their question back to me was basically “What are the benefits of using the in-transit transfer?”.   This client implemented Dynamics GP before In-transit Transfer functionality was introduced in Dynamics GP […]
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  • Microsoft Discontinues Dynamics GP SmartList Builder

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      On Friday, September 6, 2013, Microsoft announced that it will be removing SmartList Builder for Microsoft Dynamics GP, from the price lists as of January 1, 2014. At that time, eOne Solutions (eOne), the owner of SmartList Builder, will continue to support existing SmartList Builder customers.  eOne will then be responsible for:   Improving […]
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  • E-mail Receivables Invoices from Dynamics GP 2013

    Organizations that are looking to improve efficiency, cut costs, and reduce their environmental footprint should look to meet these goals in a number of ways, and should consider reducing or eliminating the transmission of physical documents. Dynamics GP users can choose to send electronic documents from within GP, and as an example I will explain […]
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  • GP 2013 Service Pack 2 Features

    Microsoft has just released service pack 2 for Dynamics GP 2013.  And, it is full of great tools to help businesses become more efficient at working and at tabulating numbers. In this release, Microsoft has included some new features. Check this list. GL – Roll down changes to Account Segment Description Reconcile checkbook without marking […]
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  • Management Reporter 2012 CU6: New Features

    Management Reporter 2012 for Microsoft Dynamics ERP with Cumulative Update 6 was released on July 31, 2013.  Below is a list of the new features available in this release and links to explanations and examples of these features from the Dynamics Corporate Performance Management blog.  Management Reporter 2012 CU6 features: Ability to generate a single […]
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  • How To Delete A Customer In Dynamics GP

    Needing to delete a customer is not a common task.  There are, however, times when a circumstance does exist where a customer needs to be deleted, and a “do over” is required.  An example would be setting up a customer under a trade name, instead of under its legal name. Since the setup was not […]
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  • Options for Handling Multiple Companies in Dynamics GP

    I recently noticed that a popular topic on a GP User Group (GPUG) member forum was about “Color Coding Multiple Companies”.  This discussion prompted me to consider what tools there are in Dynamics GP for organizations that process and manage multiple companies within Dynamics GP.  There are several products that came to mind right away […]
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  • For Canadian Tax Reporting – Calculate GST on Employee Expenses in Dynamics GP & NAV

    It is a challenge, some days, to get the employee expenses paid on time and to have the correct GST tax calculated for the GST PAID disbursement.  DynamicPoint, a company in Long Beach, California, has written a software package that helps Canadian companies quickly calculate GST on employee expenses. The product is called SHAREPOINT EXPENSE […]
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  • Dynamics GP 2013 FAQ: How to Add Field Level Security

    Requests for security controls in Microsoft Dynamics GP that can be addressed through Field Level Security functionality usually don’t sound like the title for this article.  Rather they are phrased similarly to the following questions: “Is there a way to prevent users from changing the the Primary Vendor ID field on the Item Quantities Maintenance […]
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  • How to Adjust Employee Tax, CPP or EI in Dynamics GP Canadian Payroll

    Occasionally, users may need to adjust the calculated source deductions. This can happen in a number of circumstances, some examples are: Retroactive pay, Bonus payout, or, a pay code may have been setup wrong. Here are the steps for making the adjustments. 1. Process the payroll as you normally would, up to and including the […]
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  • Dynamics GP 2013 FAQ: How to Modify a Security Task

    Figure 1 Security tasks provide the granular control of security access within Dynamics GP.  One or more Security Tasks are assigned to each Security Role and one or more Security Roles are assigned to each GP user.  In a previous post I demonstrated How to Modify a Security Role and in this article I will […]
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  • How to Fix the Bootstrapper Error on the GP 2013 Install

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    Installation Window From the GP 2013 Install Process   There are many reasons that we install GP 2013 over and over.  We may install it for testing or training.  We may set it up on a TEST Server to see how software updates affect the retrieval of records (a BEST PRACTICE, I might add!).  Or, […]
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  • Dynamics GP 2013 FAQ: How to Modify a Security Role

      As follow-up to my post on cleaning up converted security roles entitled Dynamics GP 2013 Upgrade: Are you still using converted security roles in you GP security?, I want to provide an example showing how to modify a security role within Dynamics GP.  In the scenario that I will address the company Fabrikam, Ltd. […]
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  • Dynamics GP 2013 – Inventory Reconcile to GL

      My goal as an accountant, is to make month end reconciles as easy as I can.  Several factors come in to play when you have this goal.        1.   All entries in the sub-ledgers need to be correct.  Well, we know that not all transactions are created perfectly.         2.  You may have two […]
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  • Dynamics GP 2013 Upgrade: Are you still using converted security roles in your GP security?

    Based on the title, does this article apply to you?  If you don’t know how can you find out? It it does apply to you what should you do?  These are the questions that I will address in this post. Organizations that started using Dynamics GP on version 9 or earlier, and are now on […]
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  • GP 2010 and 2013 – Budget 2013 Changes To Payroll

    The Canadian Payroll Association has published Federal and Provincial budget update that directly affect the GP 2010 and GP 2013 Payroll modules. Highlights of this budget are: Only New Brunswick payrolls will require a tax update for July 1, 2013.  If you require this update, please send an email to boliver@esicanada.com.  She will arrange for […]
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  • Benefits of Moving to Dynamics GP 2013 – Part 2

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    In our last newsletter we focused on the benefits of the new pricing model and the modules that add value when moving to Dynamics GP 2013.  In this article we are still going to focus on modules that add value. Specifically, we are focusing on Management Reporter which replaces FRx Financial Report Writer.  Management Reporter […]
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  • Dynamics GP 2013 FAQ: Why set up Multilingual Checks?

    I have set up multilingual check functionality in Dynamics GP for several clients but not because they are using various languages for data entry in Dynamics GP.  Rather it is because of the inclusion of the CPA cheque formats used in Canada and the features that support the printing of checks (cheques) with currency specific […]
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  • GP 2013 Business Portal 6.0 Now Available!

      Portals are about opening doorways to new “things”.  To visualize how this works, think of the old TV show, “Stargate Atlantis” which was about the military guarding and using a stargate portal that takes them to different worlds.  Business portal is about opening up information to be available across the enterprise.  It is a […]
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  • Dynamics GP 2013 FAQ: How to Run File Maintenance.

    File Maintenance options are not much different in Dynamic GP 2013 than in previous versions of Dynamics GP.  However, our office regularly gets questions about running file maintenance, whether it is in relation to upgrade preparations or addressing errors and issues.  So in this article I will address running Check Links and performing Reconciles. Preparing […]
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  • New Collections Management Release for GP 2013

    Collections Management for Microsoft Dynamics GP has been transferred back to its creator, Professional Advantage.  Collections Management has not had a functionality upgrade for a while. On June 1, 2013, Professional Advantage will be releasing a new version of Collections Management.  The new release will use collection plans to automate collection steps, integrates with non-GP invoicing systems, […]
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  • Dynamics GP 2013 FAQ: Adding New Users

    To add a new Dynamics GP user, use the following steps: Create the user in Dynamics GP – Log into Dynamics GP with a user that has elevated rights on the SQL Server.  The elevated rights should be the securityadmin SQL fixed server role and the db_securityadmin, and db_accessadmin roles on the DYNAMICS database and […]
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  • Moving to GP 2013: Added Modules are a Benefit

    Migrating to Dynamics GP 2013 is a big decision for most companies. It involves a great deal of planning and work to complete the migration and typically there are costs involved.  Moving to Dynamics GP 2013 may seem daunting but there are definitely benefits in choosing to do so.  Benefits come in two ways: the […]
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  • Dynamics GP 2013 SP1 Has Been Released

      Microsoft released Dynamics GP 2013 SP1 on April 19, 2013.  For those of you that keep track of version updates, here are the latest versions released with the service pack. Customers can download the service pack at https://mbs.microsoft.com/customersource/downloads/servicepacks/MDGP2013_Release_Download. Partners can download the service pack at https://mbs.microsoft.com/Cms/Templates/document/General.aspx?NRMODE=Published&NRNODEGUID=%7b69E3C184-9D8E-427F-A776-1AEB0D906149%7d&NRORIGINALURL=%2fpartnersource%2fdownloads%2freleases%2fMDGP2013_Release_Download&NRCACHEHINT=Guest Please remember that these links may change over […]
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  • Using Management Reporter to Create Consolidated Financial Statements from Dynamics GP Data

    I was working with a colleague this week that wanted some help with creating a consolidated balance sheet in Management Reporter 2012.  In providing help, I wanted to offer something more than a conversation and checked out the Dynamics Corporate Performance Management Blog to see what they had to offer.  I was happy to find […]
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  • GP 2013 – Moving To The Web Client

    Convergence is over, and people came home with starry eyes because they had seen “The Web Client”.  It was an awesome sight to behold!  And, the people said, “When can we move to the web client?”  With all the excitement around Dynamics GP 2013, this is a valid question. Jivtesh Singh, writing under the Microsoft Dynamics […]
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  • GP 2013- Fixed Assets Depreciation Changes

    GP 2013 – Fixed Assets Depreciation Changes Because Fiscal Periods Changed in GL Managing Fixed Assets seems like such a simple task. However, anyone who has managed FA in Excel will tell you how quickly the asset management can get out of hand, especially if a company is in growth mode. In Dynamics GP, if […]
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  • Microsoft Dynamics Business Analyzer now available on Windows 8!

        Microsoft has released a number of its own in-house created apps for Windows 8 in the past several months, ranging from News and Sports apps from its Bing team to the Fresh Paint art program. In January, the company quietly launched a Windows 8 app in the Windows Store specifically for the Dynamics […]
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  • Posting Drop Ship Sales Item in Dynamics GP

    In Dynamics GP, Sales Line Items can be marked as Drop Ship items by marking the “D” check box (Figure 1).  The usual scenario is that a Drop Ship  Purchase Order is then entered and the item is delivered from the supplier (vendor) directly to the customer.  Figure 1 However there may be other scenarios […]
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  • Dynamics GP 2013 – Using the Ole Container to Store Scanned Documents Or Emailed Attachments

        In business, we are always looking for ways to be more efficient.  Document storage, online instead of in file folders or in storage bins, is becoming more and more popular, as organizations use electronic messaging to send purchase orders, invoices, confirmations, and even payments.  The business case for using document management covers several […]
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  • Handling Penny Rounding in Dynamics GP

    Use of the penny is being phased out in Canada.  Payments made for goods and services by cheque, credit card and debit card are not affected by this amendment but cash payments are.  As of February 4, 2013 businesses and retailers should be rounding the amount required for cash payments to the nearest five cents. […]
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  • Collections Management Is No Longer Offered As Part of Microsoft Dynamics GP

        Microsoft has announced that after a successful 12 year licensing relationship, Microsoft is transferring the ongoing sales, maintenance and support of Collections Management back to Professional Advantage, the authors of the software.  Beginning June 1, 2013, new licenses to Collections Management will only be available for purchase via channel partners registered with Professional […]
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  • Use Credit Cards to Pay Vendors in Dynamics GP 2010 or 2013

    Recently, I have had several clients ask me about setting up credit cards to pay vendors.  There are several options.   This is a generic discussion of how the process can work.  If you are having difficulty with the process, contact your Microsoft Dynamics GP partner. There are a number of different ways to record paying […]
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  • Updating Management Reporter to Use a New GP Budget

    I was responding to requests on the Etelligent Support Desk a couple of weeks ago when I addressed a situation where budget numbers had been updated in Dynamics GP but an income statement in Management Reporter wasn’t reflecting the changes.  This is a question that I have dealt with in the past and was able […]
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  • How to control the use of non-inventoried items in Dynamics GP Sales and Purchasing

    How to control the use of non-inventoried items in Dynamics GP Sales and Purchasing In my consulting experience there have been multiple times when I have helped clients who have had inventory concerns as a result of items not being set up properly.  In one scenario a new item gets entered on a purchase order […]
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  • Tracking Dynamics GP in Twitter

    As we roll into the end of the first month of 2013, many users are wondering how they can keep up with all of the “new” that is rolling out of Microsoft for Dynamics GP 2013. An easy way to do this is to follow all of the developments on Twitter through hashtags. For those […]
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  • How to Make Changes to Posted Receivables Transactions with the Professional Services Tool Library for Dynamics GP

    If you have ever needed to make a change to posted receivables transactions in Dynamics GP you will know that the rules are different depending on whether or not Paid Transaction Removal routine has been run.  But are you aware of the updated rule book that took effect in the spring of 2012?  On March […]
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  • Microsoft Dynamics GP – General Ledger Closing Procedures 2012

      Many organizations have fiscal year ends ending December 31.  This coincides with the payroll year end closing so companies can have a lot of adjustments and reports to run.  The key to getting through the year end close with grace and dignity is to be very organized. To help companies get organized, we published […]
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  • Use SmartList Options to Improve Searches in Dynamics GP

    Do you frequently use the default view for a SmartList as the starting point for a search in Dynamics GP but then make the same edits each time?   If so then you should consider using the SmartList Options window (Microsoft Dynamics GP>Tools>Setup>System>SmartList Options) to edit the settings for the default view.  For example, I was […]
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  • Questions That Drill Down Into Dynamics GP 2013

    Today’s post deals with some specific questions about the functionality in Dynamics GP 2013.  We hope that this post will help reduce some of the reservations about moving forward on this new version. 1.  Our company owns Modifier with VBA and eXtender.  We use Modifier to add fields directly to existing forms.  Will we still […]
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  • Processing Holdbacks in Dynamics GP Time and Material Projects

    This content for this article is once again compliments of my colleague, Brenda Oliver.  She put this material together for one of our clients and has generously chosen to post it so others can benefit.  Thank you Brenda! Sheldon Gitzel, ERP Consultant for Etelligent Solutions www.esicanada.com   Processing Holdbacks in Dynamics GP Time & Material […]
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  • Dynamics GP 2010 Tools For POP

        Microsoft has released many of the tools that they have used to support Dynamics GP over the past years.  The most well known of these tools is probably PSTL  (Professional Services Tools Library).  However, there are other handy tools that have been released.  Today, we look at the POP tools. POP OVER RECEIPT […]
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  • Are You Ready for Canadian Payroll Year End?

    The content for this week’s post is from my colleague, Brenda Oliver.  I asked for her assistance in preparing an article to address this week’s topic and she exceeded my expectations by delivering all of the following content that she was going to send to the clients of Etelligent Solutions Inc.  Thank you Brenda! Sheldon […]
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  • Lets Look At The Current Software Requirements for Dynamics GP 2013

      One of the challenges of changing software releases is that the software that supports it or integrates with it, must also change.  IT Departments or Budgeting Departments need to be aware of the changes that coming with “next releases” because the costs might be beyond the cost of one software upgrade. As ERP systems […]
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  • Do You Run Paid Transaction Removal in Dynamics GP Receivables Management?

    I was working with a colleague at a client site recently when we discovered that the client has never run the Paid Transaction Removal routine available in Receivables Management.  Now this is not the first time that I have come across this scenario so I have decided to address how to initiate this routine and […]
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  • Dynamics GP 2010 Receivables and Sales Management Questions And Answers

                                  The most important part of any business is finding work and doing the work.  Then, businesses must bill or invoice clients for the work done.  Over time, I have collected some interesting and useful questions and answers about invoicing and reporting.  So, I thought that I would share some of them today.    When […]
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  • Fixed Asset ID Missing in Dynamics GP 2010

      I recently helped a client that reported that one of their Asset ID’s had disappeared in GP 2010.  As I helped them with this issue I wanted to accomplish two goals:  1.     Restore the missing information, 2.     And determine what may have caused the issue.    It turns out that I was able to […]
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  • Management Reporter 2012 Is Getting A Facelift; Added Functionality Is Being Released

      As winter sets in to Calgary, accountants’  thoughts begin to wander to December year ends, and closing year ends, and creating financial reports.  Now is a good time to start setting up the year end financial statements if they differ from your operating statements whether you use FRx or Management Reporter. Users of  Management […]
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  • Added Control for Posting Dates from the PSTL

    As a controller or finance manager you put processes and procedures in place to ensure that you have an accurate and reliable financial system.  One aspect of accuracy is ensuring that all transactions posted into your accounting system are posted into the right fiscal period.  Dynamics GP 2010 has robust functionality in this regard.  There […]
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  • GP 2013 Features – Approval of Journal Entries

      Recently, a client asked for help in trying to determine where some journal entries originated, and who approved them.  We had to tell him that there wasn’t a tracking of the approvals of journal entries.  He was quite disappointed. We can all look forward to GP 2013, however, which has a new feature that […]
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  • Connecting 3rd Party Service Items on Dynamics GP Sales Orders to the related PO

    Some Dynamics GP users have encountered the scenario where a customer brings in something that needs to be fixed or serviced, but that service assignment is then outsourced to a 3rd party vendor.  The GP user wants to track the outsourced service and connect it to the original sales order for one or more of […]
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  • Dynamics GP Service Pack 3 Fixes Issues In Reporting and Processing in Many Modules

    The Dynamics GP team has released Service Pack 3 for Dynamics GP 2010.  They have worked on some of the issues that have caused frustration for users trying to create SmartList reports.  Payables, Receivables, and Project Accounting Clerks will like the fixes that eliminate some common complaints about the way that Dynamics brings in defaults, […]
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  • Fixed Asset Feature in Dynamics GP 2013: Historical Depreciation Reports

    Dynamics GP 2013 will include interesting new functionality, like the web client, that members of the Dynamics GP community are fascinated in learning about and looking forward to trying out.  But there is more than just net new functionality to look forward to in Dynamics GP 2013.  There are multiple additions and enhancements to existing […]
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  • GP 2013 Makes Voiding A Cheque Easier Because Credit Notes Are Unapplied At the Same Time

    For anyone that has had trouble voiding a cheque and releasing the invoice, this improvement is for you!  We have all had instances where we need to void a payment to a Vendor, and then release the invoice so that we can void that  as well, or make a change to it.  In GP 2010, […]
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  • The Dynamics GP Team at Microsoft’s Fargo Campus Rock With GP 2013

      Consultants and developers from around the world gathered in Fargo, North Dakota, for the Technical Airlift conference.  The presentations focused on the new features in Dynamics GP 2013, and the vision for future releases.  It was great!! Here is a partial list of new features.  What makes me excited about this list is that […]
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  • Dynamics GP 2013 Beta Release Available to Partners

    I am attending the Microsoft Dynamics GP Technical Airlift 2012 conference in Fargo, ND this week.  The focus of the event is the upcoming release of Dynamics GP 2013 and a significant announcement on Wednesday, September 12 was that the Dynamics GP 2013 Beta is available for download by partners.  You can find out more […]
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  • “Post To” versus “Post Through” in Dynamics GP

        Recently a fellow consultant at Etelligent was asked twice in one day if there are any benefits to having sub-ledger transactions only “Post To” the general ledger rather than “Post Through” the general ledger.  As he considered the question he couldn’t come up with any benefits to leaving the posting settings as only […]
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  • Not-For-Profit GST Calculation in Dynamics GP

    No one likes doing more work than is necessary.  We’d all rather do something else with our time.  So, when it comes to calculating taxes, it is great if you can rely on Dynamics GP to do the calculating for you.  For the auto-tax calculation to work, the tax detail must be set up correctly. […]
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  • Using the PSTL Account Combiner in Dynamics GP with Canadian Payroll

    Recently I was working with a client that wanted to utilize the Account Combiner tool within the Professional Services Tool Library (PSTL) to update their company’s chart of accounts.  We discussed the process and I pointed out to them that the Canadian Payroll module, which is installed in their environment and which they use, was […]
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  • Yes, Dynamics GP 2010 is Compatible with Microsoft SQL Server 2012

      Recently, as we have been discussing new installs with clients, we are being asked the question about whether Dynamics GP 2010 R2 is compatible with the new SQL 2012. The answer is, “Yes”. At the end of June 2012, Microsoft confirmed that GP 2010 is compatible with SQL 2012, and that GP 10.0 and […]
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  • Etelligent Acquires SurePath

    Etelligent Solutions Inc. announces the acquistion of SurePath Solutions Etelligent Solutions (Etelligent Solutions Inc.) and SurePath Solutions Inc., two leading providers of Microsoft Dynamics business solutions announced the acquisition of SurePath by Etelligent and their joining forces effective immediately. The combined, privately-held company will be called Etelligent Solutions Inc. For more details please click here: […]
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  • Looking Ahead at Dynamics GP 2013

    A new version of Dynamics GP is scheduled to be released later this year and will be called Dynamics GP 2013.  There will be some significant changes coming with this new version including a new pricing model and new features; a Web Client is one example.  Microsoft has already identified a list of the upcoming […]
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  • Tuning Up Project Accounting in Dynamics GP

      I am working with a client who is implementing Dynamics GP Project Accounting.  The Team wanted to know what some of the processes are to “tune-up” a project, after it has been running for a while.  I had to think about this for some time.  The tasks that they like are listed below. 1.   […]
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  • “Account Not Found” When Posting Stock Count Variances in Dynamics GP

    I recently came across a scenario where a client was surprised to find a General Ledger batch that originated from an inventory stock count was sent to Batch Recovery due to a missing account (see the sample edit list in Figure 1).  I helped them identify that this scenario resulted because a certain inventory item […]
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  • Strategies for Collections Management In Dynamics GP

    When we talk about Collections, we are talking about collecting debts – the money that is owed to your company for either goods or services that have been provided.  The invoice may even be for both a good – such as a piece of equipment – and the service – installation.   What if the customer […]
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  • National Accounts for Receivables in Dynamics GP

    A client recently asked me to provide an example of cash receipt processing for national account customers.  That request prompted me to choose the topic of “National Accounts for Receivables …” for this blog post.   My thinking is that if one client has a question it is likely that other clients have the same question.  […]
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  • The Top Five Word Defaults To Change For Dynamics GP Users

    Dynamics GP is moving towards using Microsoft Word Default templates as forms, rather than GP’s internal reports which are built in Report Writer.  As we move towards using Word more and more, here is how you can make your lives more manageable by changing some of these Word defaults. 1.  Line Spacing Figure 1 – […]
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  • Should You Post in Summary or Detail Within Dynamics GP?

    I am at the start of a new Dynamics GP implementation and one of the configuration choices facing the client decision makers will be at what level they want transactions to post into the General Ledger, in detail or summary. Dynamics GP allows for three options on the Posting Setup window for all series except […]
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  • Five Things to Know About XPS Writer and Viewer for Dynamics Users

                                             Figure 1 – Windows XPS Viewer Installs with Microsoft .Net Framework 3.0   You may have noticed that Microsoft is providing some additional tools to make life easier and to help the environment.  XPS Writer is one of the printer options available in in Dynamics GP, CRM, and Management Reporter.  It is also a […]
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  • Help Get the Features that You Want in Microsoft Dynamics

    Do you remember Microsoft’s advertising campaign that included the slogan “I’m a PC, and Windows 7 was my idea.”  This catchphrase came to mind today as I was thinking of MS Connect, Microsoft’s website for collecting suggestions for product changes and improvements because visitors to MS Connect can submit their own suggestions and also vote […]
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  • Migrating FRx Reports to Management Reporter 2012

    Figure 1 – “Welcome to Management Reporter” page complete with report definition sample reports In my last blog,  Five Reasons To Upgrade To Management Reporter 2012, I said that I would talk about the experiences that we had with migrating FRx reports to Management Reporter 2012.  Generally, the experience has been good.  Some tweaks have […]
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  • Streamlined Sales Processing in Dynamics GP – Copy from Existing

    In my last post I addressed how to streamline sales processing in Dynamics GP with the use of repeating documents.  In this post I want to explain how to copy data from an existing sales document onto a new one and thereby minimize data entry in another way.   Start a new sales document and fill […]
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  • Five Reasons to Upgrade to Management Reporter 2012 (GP 2010R2)

    Fig. 1 –  Starting up Management Reporter At Etelligent, we have just started moving some of our customers from FRx to Management Reporter 2012.  Yes, there are a few hiccups.  However, the process moves quite smoothly with the Wizard, and all of the rows, columns, and report definitions come across.  In my next blog, I […]
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  • Streamlined Sales Processing in Dynamics GP – Repeating Documents

    Do you have customers that use scheduled services or have standing orders with your company?  One of the ways to streamline sales processing in Dynamics GP for these situations is to set up repeating quotes or repeating orders.    In order to utilize this functionality first ensure that appropriate sales document types are set up, […]
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  • Tips For Using Management Reporter (GP 2010)

    Over the last several weeks, I have been working on Management Reporter with different clients.  This report writer makes it easy to write financial reports.  However, as with any tool, there are a few operating tips that can make your life better.  Here are three tips that I used last week. 1.  Assigning a name […]
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  • Using an Excel Data Connection as the Starting Point for a New Excel Report

    Here is an example for Dynamics GP users that want to create an Excel Report that is similar to one of the existing SmartList favorites but who also want the option of selecting from all the available data fields (columns within SmartList) when choosing the data to display.   One of my clients has a […]
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  • Making the Most of Word In GP 2010 by Using The Word Template Generator

    Clients often say to me that they like the information in a report in GP 2010.  However, they add, the report layout is not very nice.  In fact, it is rather clunky.  Can we change it?  The answer is “Yes!”.  You can often redo the report to make it more tailored to the user needs […]
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  • Fulfillment Options for Sales Order Processing in Dynamics GP

      As follow-up to my article on Allocation Options for Sales Order Processing in Dynamics GP, I want to address a related topic, sales fulfillment.  I haven’t received any fulfillment questions from our client who wanted to know about allocation options, but I still want to address this topic because it naturally follows a decision […]
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  • Outlook 2010–Schedule An Email or “Delay Delivery” For Emails in Dynamics GP

    Have you ever promised a client that you would send them an invoice copy in a day or two?  Then, after you have hung up the phone, you realized that you have the information at your fingertips, however, you do not want to condition the person into thinking that you respond immediately to all requests.   […]
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  • Allocation Options for Sales Order Processing in Dynamics GP

    A client was recently reviewing their sales process with the goal of better managing the allocation and fulfillment of sales orders.  One of the questions to came through to our office was “What can we do to keep inventory from becoming allocated as soon as a sales order is entered? “  The starting point for the […]
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  • Streamlined Inventory Processing within Dynamics GP

    Item transactions within Dynamics often flow into the inventory sub-ledger from other modules, primarily Purchase Order Processing and Sales Order Processing.  Therefore, there are fewer opportunities for streamlined processing related to inventory transactions than there for transactions within other modules.   There is the opportunity for Recurring Batches as we can see with the screenshot of […]
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  • The Top Ten Reasons To Use An Automated Bank Reconciliation

                                                       Figure 1.  The manual process for a bank reconciliation. As Supervisor of Project Accounting, I was hiring individuals for junior, intermediate, and senior accounting positions.  When I was interviewing candidates for an intermediate accounting position, one of the short tests that I would give them was a short bank statement and the corresponding […]
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  • Use Snipping Tool To Create Pictures To Insert in Procedures For Your Company’s Dynamics GP 2010 Processes

    Several people have asked me how to easily get pictures into their procedure manuals.  The tool that I use is the snipping tool. There are lots of occasions when I need a picture of something that I am doing, and, I don’t want all of the data in the picture. A good example is when […]
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  • Streamlined General Ledger Processing in Dynamics GP

    General Ledger (GL) entries are often generated by sub-ledger transactions within Dynamics GP but all companies that I have worked with still have need to enter and post GL journal entries.  In order to streamline GL data entry within Dynamics GP there are few tools to choose from.   Recurring Batches   Use of recurring […]
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  • The Top Five Reasons To Use Short Cuts in Dynamics GP

    Most people forget that they have a very fast shortcut to creating new records – the shortcut bar as shown in Figure 1.                                              Figure 1 – The Shortcut Menu By clicking on any of the small icons, you can create a record for entering Purchase Orders under Purchasing, or creating Customers, or setting […]
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  • Streamlined Purchase Processing in Dynamics GP: Processing from the List View

    As I continue this series of articles on streamlined data processing I will stick with Purchase Order Processing.  I have already addressed “copy” functionality and now I will address use of the List View for Purchase Order Transactions as a launching point for multiple purchasing actions. In the past I have often used separate windows […]
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  • How To Combine GP Procedure Files to Make A Master Document in Word 2010

    This document shows you how to make your own Policy and Procedure guide for Accounting, for Dynamics GP 2010, using the Word Master Document process.  Policies and procedures help to clarify what steps need to be done in what order so that data is input is consistent, and results of sales or purchases can be […]
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  • Use Word’s Master Document To Organize Dynamics GP 2010 Procedures Manual

    A “best practice” way to ensure processes and procedures are adhered in a new system to is to give the teams doing the work a tool to help them – that is, procedures or policies.  When I am out at client sites, I am  asked the easiest way to write up policies and procedures around […]
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  • Five Reasons To Keep Calendar Year History (Even Though Your Fiscal Year End Is Different!)

          Picture from Clipart   As one year closes and another begins, we accountants think about the housekeeping that needs to be done in our offices and in our ERP systems.  If our fiscal year end is December 31, then we will be closing our files on our accounting system, and rolling to the […]
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  • Streamlined Purchase Processing in GP: Copying from existing PO’s

    As we start 2012 I have decided to start a series of articles on streamlined data processing.  There are quite a few features in Dynamics GP that allow for efficient data entry and transaction processing and hopefully as each feature is covered it will allow someone to carry out their work more proficiently.   In […]
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  • The Top Five Reasons To Have The Fixed Asset Module On Your ERP System

    When I was in public practice, I never understood why companies with hundreds of assets (or even thousands of assets) preferred to “try” to track all of the assets on spread sheets rather than in an Asset Management System.  The accountants would spend days and weeks trying to reconcile the spreadsheets to last year’s yearend […]
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  • Take a look at Importing GP Account Segment Descriptions

    Recently I was reviewing some vendor address data within a spreadsheet that a client was preparing for import.  One of the columns contained telephone number s but they were not formatted consistently.  The client took on the job of editing the phone numbers.  When the updated file was ready for import I asked the client […]
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  • CRM Modifications and Customization

    One of the true powers of CRM is the ability to make modifications or customize to the system simply and quickly.  However “with great power comes great responsibility”… seriously, planning and caution need to be taken in to consideration when making any changes.  Here are few simple tips when making modifications to CRM.  When planning […]
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  • Top Five Reasons to Use “Collections Management” with Receivables

    When the phrase “collections management” comes up in conversation, people that collect art or objects of some kind, think about software to manage their art, music, or whatever collections. Accountants and executives think about collecting money, and managing that process. If you are looking after a collection of objects, then an asset management package is […]
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  • Movember’s MoERP

    This year, some of our Etelligent team had the chance to take part in Movember. As a team of 5, they managed to raise $710 dollars which will go to help support prostate cancer initiatives. You might be interested to know that Canada raised the most money of any other country in the world, and […]
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  • Reflections on GPPC Connections 2011

      I was at GPPC Connections 2011 in Las Vegas last week.  I won’t go into my thoughts on Las Vegas as a city but will limit my reflections to the conference experience itself. Now before rumors start flying, note that I have nothing to hide (my wife accompanied me on this trip and can […]
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  • Need PD or Training for Dynamics GP?

    I am fortunate to work for an organization that values lifelong learning and professional development.  Next week I will be attending GPPC Connections 2011 in Las Vegas where I will have the opportunity to hang out with fellow members of the GP Partner community for a few days.  I will get to delve into topics […]
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  • Learn how Dynamics GP meets your IFRS needs

    ERP Software Blog has the most comprehensive series of articles that I have seen on transitioning to the IFRS accounting standards when using Dynamics GP. I've compiled a series of posts that they ran on IFRS accounting, and put them in order for your convenience. Additonally, I've included my thoughts on each post:   IFRS Accounting with Microsoft Dynamics […]
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  • 5 Signs You’ve Outgrown QuickBooks

    Here is an excellent article that was posted on ERP software blog. Offers some great insight into why companies should start considering MS Dynamics when they grow to more than just a few staff. You can read the article here: http://www.erpsoftwareblog.com/2011/08/5-signs-your-business-is-outgrowing-quickbooks/
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  • Microsoft Announces Dynamics CRM for Nonprofits & NGOs

    Redmond, Washington. — April 7, 2010 — Microsoft Corp. today announced the availability of Microsoft Dynamics CRM for nonprofits and nongovernmental organizations (NGOs). The solution provides out-of-the-box constituent relationship management functionality as well as customizations for donation and pledge management, basic membership management, basic volunteer tracking, campaign management, dashboard reports, and support for online payment […]
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  • User Group Early Bird Now Available

    You can now register for Etelligent's 11th Annual User Group Conference, Connect and Exceed, which will take place in Calgary at the Greenwood Inn and Suites. More information will be coming out over the Summer, including an agenda and details on main and breakout sessions. To register early, click here
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  • New FRx Service Pack 12 Out Now

    For those of you who don't know, there is a new service pack out for FRx. Though FRx will eventually be phased out, and replaced by Management Reporter, there are still some legs left for FRX. Expect one more Service Pack update to follow after this one before th FRx sunset date.
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  • CGA Golf Tournament

    Come check out our booth at the CGA Conference and Golf Tournament in Banff Springs. Will have lots of free giveaways! Be sure to say hello, and remember to ask Scott what his golf score was.
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  • Rockton Software Webinar

    Join our free webinar Tuesday, July 12, 2011 at 11:00am MDT to see how Dynamics GP Tool Box can work for you.   Dynamics GP Toolbox is a set of modules that improve efficiency, security, and administrative tasks in Microsoft Dynamics GP. Need better security? The Password Policy tool allows for advanced password change rules, […]
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  • Scott’s thoughts on the Sales Process

    Sales Process, Sales Process , Sale Process! When asked what one of the biggest factors in having a successful CRM implementation I always respond Sales Process. Sales is not some magical gift that you are born with , its hard work and a repeatable process that makes sales. I think that if you speak with […]
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  • What is CRM?

    Customer Relationship Management usually refers to software. If you're like me, you find it odd that software does not appear anywhere in acronynm. After all, relationship management refers to more than just software. I guess it's just one of those things–like how indie rock is genre despite the fact that indie could refer to any […]
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