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 [...]

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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 [...]

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 [...]