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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

New Etelligent Promo Video