Author Archives for Tracy Jo Dance

Which reporting tool do I use in Microsoft Dynamics GP?

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Which reporting tool do I use in Microsoft Dynamics GP?

- July 12, 2018

Have you ever needed to print a report or extract data out of Dynamics GP and wondered which reporting tool...

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Using User-Defined fields in Purchase Requisition Approval Workflow

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Using User-Defined fields in Purchase Requisition Approval Workflow

- April 20, 2018

When implementing requisition approval workflow, you can make several adjustments beyond the standard entry fields. Now, you can set your...

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Utilizing User Classes to Organize SmartList Favorites

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Utilizing User Classes to Organize SmartList Favorites

- April 10, 2018

Are you an organization with lots of companies/databases and an endless list of SmartList favorites? Would you like to group...

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Recording Credit Card Transactions

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Recording Credit Card Transactions

- May 18, 2017

Importing those voluminous monthly credit card transactions Are you like many customers dreading the recording of the American Express or...

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Save Time Importing Records with Mail Merge Macro

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Save Time Importing Records with Mail Merge Macro

- January 11, 2017

Have you ever needed to import thousands of records that can’t be done using Integration Manager?  And have you thought...

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Vendor/Customer Modifier and/or Combiner in Dynamics GP

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Vendor/Customer Modifier and/or Combiner in Dynamics GP

- October 26, 2016

Have you ever created a new vendor and realized weeks later that you had already created that vendor under another...

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