Dynamics GP Blog

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Finding Missing Accounts in Management Reporter
Finding Missing Accounts in Management Reporter

- May 21, 2019

Overview A common complaint at month end is that it’s hard to find what accounts are missing in Management Reporter. ...

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Microsoft Dynamics GP – SmartList Displays SOP Returns as Negative Numbers
Microsoft Dynamics GP – SmartList Displays SOP Returns as Negative Numbers

- May 17, 2019

Recently I have had a few inquiries about how SmartList displays and exports SOP return documents.  Have you ever noticed...

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Microsoft Dynamics GP: The Disk is Full Error
Microsoft Dynamics GP: The Disk is Full Error

- May 14, 2019

You have just logged in to Dynamics GP, and attempt to open one of the menu options and receive an...

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Which reporting tool do I use in Microsoft Dynamics GP?  (Continued)
Which reporting tool do I use in Microsoft Dynamics GP?  (Continued)

- May 9, 2019

Report Writer and SmartList In my last post I provided some basic conditions to consider in determining which reporting tool...

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Integration Manager and Default Distribution Accounts
Integration Manager and Default Distribution Accounts

- May 2, 2019

Overview Users new to Integration Manager (or just rusty) often contact the RSM Dynamics GP National Help Desk with questions...

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Trouble Getting SafePay to Read the Account Number in Dynamics GP
Trouble Getting SafePay to Read the Account Number in Dynamics GP

- April 30, 2019

Have you ever had issues with  Dynamics GP’s Safepay reading your bank account number? One of the most common issues...

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Improving the customer experience on the Help Desk Performance Management: Part I – Service Level Agreements
Improving the customer experience on the Help Desk Performance Management: Part I – Service Level Agreements

- April 29, 2019

Measuring the performance of your firm’s help desk is an integral part of understanding your client’s needs. In fact, in...

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Dynamics GP – 7 Things You Should Know About the Reports Dictionary
Dynamics GP – 7 Things You Should Know About the Reports Dictionary

- April 26, 2019

After many years of consulting and supporting Microsoft Dynamics GP, many customers still rely heavily on their Dynamics GP modified...

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Management Reporter: Reports are not updating with the correct amounts, or at all
Management Reporter: Reports are not updating with the correct amounts, or at all

- April 24, 2019

You are running your financial reports in Management Reporter Report Designer but the reports are not updating with the amounts...

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Microsoft Dynamics GP:  How to Eliminate Multiple W2 Forms When There Are More Than Two Local Taxes Withheld
Microsoft Dynamics GP: How to Eliminate Multiple W2 Forms When There Are More Than Two Local Taxes Withheld

- April 10, 2019

Now that W2 season is in the rearview mirror, it is a good time to reflect on the challenges we...

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SmartConnect Error Fixes for Dynamics GP 2018
SmartConnect Error Fixes for Dynamics GP 2018

- April 10, 2019

Overview: Recently, while importing data into Dynamics GP 2018, using SmartConnect, I ran across some error messages. My first instinct...

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Dynamics GP Field Service work order won’t close due to “You may not complete due to a back order or in transit document” message
Dynamics GP Field Service work order won’t close due to “You may not complete due to a back order or in transit document” message

- March 19, 2019

While working in the Dynamics GP Service Call Management module, the user received the error message, “You may not complete...

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Duplicate SQL job “Remove Posted PJOURNALs” and the havoc it can unleash
Duplicate SQL job “Remove Posted PJOURNALs” and the havoc it can unleash

- March 1, 2019

Dynamics GP has a very important SQL job that cleans up records in a table called PJOURNAL. Without this job,...

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Solving an Excruciatingly Long GL Import
Solving an Excruciatingly Long GL Import

- January 24, 2019

Steve Endow, owner of Precipio Services, has done a fair amount of volume testing of imports to Dynamics GP and...

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It’s All About You: Audience Considerations for eLearning
It’s All About You: Audience Considerations for eLearning

- November 1, 2018

Creating a great self-paced training experience depends significantly on identifying and understanding the audience that you are expecting to take...

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Publishing SmartList Reports to Excel in Dynamics GP
Publishing SmartList Reports to Excel in Dynamics GP

- September 24, 2018

Did you know that you have the ability to publish reports to Excel? SmartList reporting has been around since the...

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Known Issue with Collections Management and Customer Combiner
Known Issue with Collections Management and Customer Combiner

- August 21, 2018

Have you had trouble using the Customer Combiner in the Professions Service Tools (PSTL) after implementing Collections Management? You may...

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Get Patching! CVE-2018-0886 CredSSP Flaw in RDP Affects All Versions of Windows
Get Patching! CVE-2018-0886 CredSSP Flaw in RDP Affects All Versions of Windows

- August 3, 2018

Microsoft released an update in March which may or may not impact your ability to use Remote Desktop Protocol (RDP)...

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Which reporting tool do I use in Microsoft Dynamics GP?
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 Transaction Descriptions in Microsoft Dynamics GP: Reconcile Payables to GL
Using Transaction Descriptions in Microsoft Dynamics GP: Reconcile Payables to GL

- May 30, 2018

There are a few key concepts to understand how Transaction Descriptions and Reference fields work in Dynamics GP to make...

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“Unhandled script exception” Error  When Running the Historical Stock Status Report
“Unhandled script exception” Error When Running the Historical Stock Status Report

- May 29, 2018

We have gotten reports of GP users receiving the error shown in the screenshot below when generating the Inventory’s Historical...

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Assigning SSRS Reports to GP Windows for Self Service Users
Assigning SSRS Reports to GP Windows for Self Service Users

- May 2, 2018

I recently worked with a client that is using Requisition Management in GP2016. They wanted their requestors to be able...

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GP Web Services and TLS 1.0
GP Web Services and TLS 1.0

- May 2, 2018

Recently, we’ve noticed that some users have encountered a few issues after they ran Windows Updates on their GP/SQL Server,...

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Fixing stuck batches in Dynamics GP
Fixing stuck batches in Dynamics GP

- May 1, 2018

Locked records and stuck batches in Dynamics GP can happen for a variety of reasons including temporary loss of network...

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Dynamics GP Project Accounting error: The Employee ID cannot be assigned as a Project Manager
Dynamics GP Project Accounting error: The Employee ID cannot be assigned as a Project Manager

- April 30, 2018

You have an existing Project and would like to change the Project Manager. In the Project Maintenance window, you attempt...

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How to Update Work Flow Status in Dynamics GP
How to Update Work Flow Status in Dynamics GP

- April 27, 2018

Have you ever accidentally submitted a GL Batch for approval while setting up WorkFlow?  To correct the issue, you’ll need...

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How to Handle State by State Tax Treatment Differentials When Setting Up Payroll Codes in Dynamics GP
How to Handle State by State Tax Treatment Differentials When Setting Up Payroll Codes in Dynamics GP

- April 26, 2018

In an earlier post, we were warned of the dangers of having payroll codes with tax treatments that do not...

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Using User-Defined fields in Purchase Requisition Approval Workflow
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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SQL View – Inventory Transactions with Lots and Reason Codes
SQL View – Inventory Transactions with Lots and Reason Codes

- April 18, 2018

Standard Dynamics GP Inventory Transaction reports and SmartLists do not include Lots or Reason Codes, but there are times that...

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Printing Miscellaneous Checks using Mekorma
Printing Miscellaneous Checks using Mekorma

- April 17, 2018

Printing Miscellaneous Checks with Mekorma MICR needs to be done correctly in order for the transaction to be be completed...

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When Should GP Users Consider Advanced Bank Reconciliation?
When Should GP Users Consider Advanced Bank Reconciliation?

- April 16, 2018

While GP’s Bank Reconciliation tool works fine for many situations, once banking gets a little more complicated, it may be...

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Multicurrency Tips and Tricks: Rolling Retained Earnings in Management Reporter
Multicurrency Tips and Tricks: Rolling Retained Earnings in Management Reporter

- April 12, 2018

Rolling retained earnings in management reports is one of the more problematic areas in multicurrency.  In order for retained earnings...

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SmartList Tip: Unable to change display name field created from SmartList Designer
SmartList Tip: Unable to change display name field created from SmartList Designer

- April 11, 2018

If you are struggling to change a display name field created from SmartList Designer, there are a few steps you...

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Utilizing User Classes to Organize SmartList Favorites
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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Dynamics GP – Payroll deductions missing for employee that is NOT subject to FICA
Dynamics GP – Payroll deductions missing for employee that is NOT subject to FICA

- April 10, 2018

A company has added a health insurance deduction, dental deduction and a group life benefit. These are standard deductions and benefit codes we use for all employees. When they process payroll, the health deduction isn’t there and the dental deduction is the same as the group life benefit instead of what is setup in the card. The deductions show up correctly on the build check file report. There is an employee that is exempt from FICA tax, everything else is the same as other employees. Below is a huge list of why deductions may not be...

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SQL Updates Made Easy Using Excel
SQL Updates Made Easy Using Excel

- April 9, 2018

Have you ever setup several inventory items in Dynamics GP and realized after the fact that you have assigned the...

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Reconciling the General Ledger with the Payables Subledger Using SmartList Builder
Reconciling the General Ledger with the Payables Subledger Using SmartList Builder

- March 30, 2018

For those of you who have clients that use SmartList Builder, you can create a SmartList that will help those...

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PM_Key_MSTR error when Posting a Payables Batch
PM_Key_MSTR error when Posting a Payables Batch

- March 26, 2018

Welcome, I hope everyone is having a great day, but if you’ve found this blog chances are you have a...

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General Ledger Data Extract Too Large for SmartList
General Ledger Data Extract Too Large for SmartList

- March 16, 2018

The typical scenario goes something like this: The auditors have requested that you give them an excel file that contains...

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Dexterity: Setting a Range on a Composite Field in Dynamics GP
Dexterity: Setting a Range on a Composite Field in Dynamics GP

- March 15, 2018

This week, I faced a Dexterity customization for Dynamics GP in which I needed to set a range on the...

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Microsoft Dynamics GP – Fixed Asset screen freezing
Microsoft Dynamics GP – Fixed Asset screen freezing

- March 5, 2018

Occasionally, RSM receives reports from clients that their Microsoft Dynamics GP fixed asset screen is experiencing stalling, or freezing altogether....

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Dynamics GP OData Security
Dynamics GP OData Security

- February 22, 2018

OData is a great new feature in GP 2016 which allows you to expose your GP data to any OData...

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How to configure OData in Microsoft Dynamics GP 2016
How to configure OData in Microsoft Dynamics GP 2016

- February 22, 2018

One of the best new features in the release of Dynamics GP 2016 is the new OData service. If you...

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So your Dynamics GP Web Client certificate expired?
So your Dynamics GP Web Client certificate expired?

- February 22, 2018

Given that the Dynamics GP web client came out in 2013, we’re seeing that some of the certificates used on...

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Data entry errors exist – Dynamics GP
Data entry errors exist – Dynamics GP

- February 1, 2018

I have received several calls about a Payables Check Batch that was interrupted and sent to Batch Recovery.  In Batch...

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Dynamics GP Payroll: “There are no Checks in this range to void”
Dynamics GP Payroll: “There are no Checks in this range to void”

- January 16, 2018

Recently, I ran into an unusual problem where a client entered a manual check to adjust an employee’s pay record,...

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Microsoft Dynamics GP Refunds Made Easy
Microsoft Dynamics GP Refunds Made Easy

- December 20, 2017

There’s no need to struggle with processing customer refunds anymore.  Microsoft Dynamics GP includes a module called Refunds that is...

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In-Transit Inventory Transfers Locked
In-Transit Inventory Transfers Locked

- December 19, 2017

Have you ever had to modify or delete an In-Transit Inventory record that was locked in the editing status or...

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Audit Tracking in Microsoft Dynamics GP
Audit Tracking in Microsoft Dynamics GP

- December 5, 2017

Have your auditors ever asked to see a report that shows changes made to your setup windows or any changes...

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Building the Foundation for Dynamics GP Manufacturing: Things to Consider Before You Begin
Building the Foundation for Dynamics GP Manufacturing: Things to Consider Before You Begin

- December 4, 2017

Welcome to the wonderful world of manufacturing in Dynamics GP!  This series is designed to help you build the foundation...

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Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part I
Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part I

- October 5, 2017

Those of us who are Microsoft Dynamics GP support professionals know all too well the pressure to take as many...

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10 Things Microsoft Dynamics GP Users Should Know About SmartLists
10 Things Microsoft Dynamics GP Users Should Know About SmartLists

- September 21, 2017

Whether you’re new to Microsoft Dynamics GP or have been using the program for a while, you may have found...

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SSRS – MEM Trial Balance Reports
SSRS – MEM Trial Balance Reports

- July 17, 2017

Several of our Dynamics GP customers who have deployed the Binary Stream Multi-Entity module have experienced a random sort order...

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Dynamics GP: Where is my 3rd Party Table?
Dynamics GP: Where is my 3rd Party Table?

- July 16, 2017

I encountered a “cannot find table” error on a custom table and I was especially confused because I had just...

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What’s New with Fixed Assets in GP 2016 R2?
What’s New with Fixed Assets in GP 2016 R2?

- July 15, 2017

One of the coolest new features in GP 2016 R2 is the POP to Fixed Assets link which now includes...

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Wells Fargo Payment Manager
Wells Fargo Payment Manager

- June 16, 2017

We have had several requests to assist clients with generating an ACH file out of Dynamics GP in the Wells...

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Management Reporter Login Issues after Dynamics GP Password Change
Management Reporter Login Issues after Dynamics GP Password Change

- June 16, 2017

When using the Dynamics GP Legacy integration in Management Reporter, the user is asked to enter their GP UserID and...

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Recording Credit Card Transactions
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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Top 5 List of Commonly Used SQL Scripts in Microsoft Dynamics GP
Top 5 List of Commonly Used SQL Scripts in Microsoft Dynamics GP

- April 28, 2017

Favorite SQL Scripts These are my most commonly used SQL scripts on every Microsoft Dynamics GP implementation that I perform,...

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Inventory Lots and IV Reconcile in Dynamics GP
Inventory Lots and IV Reconcile in Dynamics GP

- April 27, 2017

What do you do if you haven’t run IV Reconcile after checking “Enable multiple bins” in Inventory Control Setup and...

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Some SmartConnect Errors and How to Fix Them
Some SmartConnect Errors and How to Fix Them

- April 27, 2017

Here are a few errors that may be encountered when using SmartConnect and some simple steps to try and fix...

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SQL 2016 with Microsoft Dynamics GP (CAUTION!!)
SQL 2016 with Microsoft Dynamics GP (CAUTION!!)

- April 26, 2017

Don’t let the caution headline lead you to believe SQL Server 2016 and Microsoft Dynamics GP 2016 are not compatible;...

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Dynamics AX: Sending XML Files to a Microsoft Message Queue
Dynamics AX: Sending XML Files to a Microsoft Message Queue

- April 10, 2017

  I’ve been working with Scribe Insight to integrate Microsoft Dynamics AX 2012 with Microsoft Dynamics CRM 2016.  I’m using...

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Microsoft Dynamics GP 2013: Fixed Asset Depreciation Reports
Microsoft Dynamics GP 2013: Fixed Asset Depreciation Reports

- April 3, 2017

With the release of Microsoft Dynamics GP 2013, Microsoft introduced many new enhancements to the Fixed Asset module.  One of...

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Managing Restricted Funds in Microsoft Dynamics GP
Managing Restricted Funds in Microsoft Dynamics GP

- February 22, 2017

Reporting tools available in Microsoft Dynamics GP can assist nonprofits in overcoming the challenge of managing restricted funds and maintaining...

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Dynamics GP: Adding EFT Data to the Vendor Master Trigger
Dynamics GP: Adding EFT Data to the Vendor Master Trigger

- February 1, 2017

Beginning with Microsoft Dynamics GP 2010, Microsoft began offering the Professional Services Tools Library (PSTL) for free. The PSTL includes...

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Microsoft Dynamics GP Fix for W-2 Form RS Numbers
Microsoft Dynamics GP Fix for W-2 Form RS Numbers

- February 1, 2017

I was recently approached by one of our Dynamics GP functionality consultants looking for a solution to convert the W2...

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Save Time Importing Records with Mail Merge Macro
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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Mass Update GL Account Segments in Microsoft Dynamics GP
Mass Update GL Account Segments in Microsoft Dynamics GP

- January 6, 2017

Chances are when you began using Microsoft Dynamics GP and loaded the chart of accounts, you may not have thought...

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Microsoft Dynamics GP: Advanced Interfund Management
Microsoft Dynamics GP: Advanced Interfund Management

- January 6, 2017

Microsoft Dynamics GP’s Interfund Management module is often part of the equation for implementing Dynamics GP in not- for-profit entities...

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How to Customize EFT Files in Microsoft Dynamics GP
How to Customize EFT Files in Microsoft Dynamics GP

- December 16, 2016

Out of the box,  Dynamics GP supports several formats, which on most occasions will work, with some effort in setup....

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Dynamics GP — PM_Key_MSTR error when Posting a Payables Batch
Dynamics GP — PM_Key_MSTR error when Posting a Payables Batch

- November 15, 2016

Welcome, I hope everyone is having a great day, but if you’ve found this blog chances are you have a...

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Troubleshooting Data Sync Issues Management Reporter and Dynamics GP
Troubleshooting Data Sync Issues Management Reporter and Dynamics GP

- November 1, 2016

You’ve just closed the month or year for one or more of your entities in Dynamics GP and you’re now...

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Importing Payroll Deductions and Benefits in Microsoft Dynamics GP
Importing Payroll Deductions and Benefits in Microsoft Dynamics GP

- November 1, 2016

Those of you who use the Microsoft Dynamics GP Human Resources Module in conjunction with payroll are aware of the...

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Optimizing MR Report Speed after FRX Migration with Dynamics GP
Optimizing MR Report Speed after FRX Migration with Dynamics GP

- October 27, 2016

Frustrated that your Management Reporter reports are running extremely slow after FRx Migration?  Here are some easy tips to help...

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Vendor/Customer Modifier and/or Combiner in Dynamics GP
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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In Dynamics GP – Depreciation Expense is Low and Depreciation Button Unavailable
In Dynamics GP – Depreciation Expense is Low and Depreciation Button Unavailable

- October 26, 2016

You created your GL Batch from FA and you notice Depreciation is lower than expected. Possible causes: system interruption, lost...

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How to make mass changes to decimal places for inventory items in Microsoft Dynamics GP
How to make mass changes to decimal places for inventory items in Microsoft Dynamics GP

- October 6, 2016

A client once asked me if there was a way to change the quantity decimals places on the item maintenance...

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Challenges that some Microsoft Dynamics GP users face when creating SmartList reports
Challenges that some Microsoft Dynamics GP users face when creating SmartList reports

- February 23, 2016

Many users struggle when it comes down to creating new SmartLists reports using either SmartList Builder Tool or Microsoft Dynamics...

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Tips for Setting up Microsoft Dynamics GP multi-currency for use with Management Reporter
Tips for Setting up Microsoft Dynamics GP multi-currency for use with Management Reporter

- February 18, 2016

Creating translated financial reports in Management Reporter is, in large part, dependent on how you setup multi-currency in Microsoft Dynamics...

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Backup and disaster recovery for Microsoft Dynamics GP
Backup and disaster recovery for Microsoft Dynamics GP

- December 10, 2015

How do I protect my Microsoft Dynamics GP environment from data loss? The answer, very often is, “It depends.” Each...

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Understanding Microsoft Dynamics GP module integration :  Best practices for posting setups
Understanding Microsoft Dynamics GP module integration : Best practices for posting setups

- November 13, 2015

Navigating through the posting process in Microsoft Dynamics GP can be challenging if you do not understand how the system...

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The new features in Microsoft Dynamics GP 2015 R2 and why you should stay current
The new features in Microsoft Dynamics GP 2015 R2 and why you should stay current

- November 3, 2015

Microsoft Dynamics GP is on track for the promise of bi-annual significant update releases. Adding many new features with the...

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Deleting a company in Management Reporter 2012
Deleting a company in Management Reporter 2012

- October 29, 2015

Management Reporter is a common tool for the Microsoft Dynamics ERP solutions, Dynamics AX, Dynamics GP and Dynamics SL alike....

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Changing from a single EFT format to multiple EFT file formats in Microsoft Dynamics GP
Changing from a single EFT format to multiple EFT file formats in Microsoft Dynamics GP

- October 22, 2015

We recently had a client who needed to process an EFT payment in Microsoft Dynamics GP to an individual’s personal...

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Microsoft Dynamics GP with single sign on functionality and simplified IT administration
Microsoft Dynamics GP with single sign on functionality and simplified IT administration

- October 8, 2015

As organizations grow, so do their need for larger, more complex environments. As a result, users are becoming all too...

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Escheatment and unclaimed property procedures in Microsoft Dynamics GP
Escheatment and unclaimed property procedures in Microsoft Dynamics GP

- September 15, 2015

It’s very common for companies in Microsoft Dynamics GP to have open reconciling items on their books for checks that...

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ERP Shout Out — Why Microsoft Dynamics GP is a leading player in the middle market
ERP Shout Out — Why Microsoft Dynamics GP is a leading player in the middle market

- August 24, 2015

Already an established leader within the ERP community with well over 47,000 customers, there is a renewed enthusiasm for Microsoft...

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Need an Accounts Payable Historical Aged Trial Balance in SmartList or SQL for Microsoft Dynamics GP?
Need an Accounts Payable Historical Aged Trial Balance in SmartList or SQL for Microsoft Dynamics GP?

- July 30, 2015

How many times has a Microsoft Dynamics GP client asked for a trial balance report that they can easily see...

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Error when opening Workflow Document from email using Microsoft Dynamics GP Web Client
Error when opening Workflow Document from email using Microsoft Dynamics GP Web Client

- July 16, 2015

Recently, I was working with one our Colorado clients and ran into an interesting issue. When the user was attempting...

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Microsoft Dynamics GP brings robust ERP solutions to health care organizations
Microsoft Dynamics GP brings robust ERP solutions to health care organizations

- July 7, 2015

If you are looking for a robust, cost effective ERP solution in the health care industry, you should evaluate Microsoft...

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How to recreate the data mart in Management Reporter for Microsoft Dynamics
How to recreate the data mart in Management Reporter for Microsoft Dynamics

- June 25, 2015

Are you seeing bad or missing data in Management Reporter for Microsoft Dynamics? You may need to recreate your data...

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When and why to upgrade your Microsoft Dynamics GP system
When and why to upgrade your Microsoft Dynamics GP system

- June 16, 2015

Clients upgrade their Microsoft Dynamics GP system for many reasons. For some, it’s to keep in compliance with payroll taxes...

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Microsoft Dynamics GP’s Management Reporter Data Mart: what is it and when you’d recreate
Microsoft Dynamics GP’s Management Reporter Data Mart: what is it and when you’d recreate

- June 12, 2015

If you use Management Reporter, and you have probably heard of the Data Mart. The Data Mart is a way...

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What does the Microsoft GP 2015 R2 release mean to the Dynamics GP user?
What does the Microsoft GP 2015 R2 release mean to the Dynamics GP user?

- June 9, 2015

Microsoft Dynamics GP 2015 R2 was just released. So what does that mean to the Dynamics GP user?  At a...

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How to manage automatic client updates in Microsoft Dynamics GP
How to manage automatic client updates in Microsoft Dynamics GP

- May 21, 2015

I recently got asked how IT can manage and deploy the updates for Microsoft Dynamics GP for several client workstations...

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What is Service Based Architecture for Microsoft Dynamics GP
What is Service Based Architecture for Microsoft Dynamics GP

- April 30, 2015

Service Based Architecture is being introduced in Microsoft Dynamics GP 2015, and represents part of a larger paradigm shift for...

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How to mask the bank account number in Microsoft Dynamics GP reports such as Direct Deposit Statement in Report Writer
How to mask the bank account number in Microsoft Dynamics GP reports such as Direct Deposit Statement in Report Writer

- April 22, 2015

There is a KB article, How to use Report Writer to create a calculated field to mask the bank account...

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Changing default SmartList options in Microsoft Dynamics GP
Changing default SmartList options in Microsoft Dynamics GP

- April 9, 2015

I frequently get asked by my Microsoft Dynamics GP clients if they can increase the default SmartList maximum records from...

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Learn how to copy and paste journal entries from Microsoft Excel with new Microsoft Dynamics GP 2013 R2 feature
Learn how to copy and paste journal entries from Microsoft Excel with new Microsoft Dynamics GP 2013 R2 feature

- March 31, 2015

One of the new feature released in Microsoft Dynamics GP 2013 R2 is the ability to copy and paste journal...

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Setting security in report manager for deployment Microsoft Dynamics GP SSRS reports
Setting security in report manager for deployment Microsoft Dynamics GP SSRS reports

- March 27, 2015

Part of setting up and deploying Microsoft Dynamics GP SSRS reports is making sure the security is configured. There are...

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Setting up payroll blended rates in Microsoft Dynamics GP
Setting up payroll blended rates in Microsoft Dynamics GP

- March 4, 2015

The standard overtime rate is at least time and a half (1.5) and that is real easy to set up...

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Solving SQL Server Reporting Services “cannot create connection to data source” error
Solving SQL Server Reporting Services “cannot create connection to data source” error

- February 26, 2015

Have you ever received this error when trying to run a SQL Server Reporting Services report? An error has occurred...

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The benefits of Identity Management in Microsoft Dynamics GP
The benefits of Identity Management in Microsoft Dynamics GP

- February 9, 2015

One of the great new features included in the Microsoft Dynamics GP 2015 release is an improvement to Identity Management....

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How to identify active users in Microsoft Dynamics GP
How to identify active users in Microsoft Dynamics GP

- January 30, 2015

Identifying active user in Microsoft Dynamics GP is a subject that comes up all the time.  If a Dynamics GP...

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Attach files to notes in Microsoft Dynamics GP and move OLE notes from previous versions
Attach files to notes in Microsoft Dynamics GP and move OLE notes from previous versions

- January 22, 2015

Document attach is available in Dynamics GP 2013, and with each release, it is getting more functionality. The document attach...

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Using Autodim.exe with Integration Manager to run integrations across multiple companies in Microsoft Dynamics GP
Using Autodim.exe with Integration Manager to run integrations across multiple companies in Microsoft Dynamics GP

- January 20, 2015

Do you run several integrations with Integrations Manager across multiple companies in Microsoft Dynamics GP? Do you find yourself doing...

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#1 Tip for year-end close in Microsoft Dynamics GP General Ledger – proper account types
#1 Tip for year-end close in Microsoft Dynamics GP General Ledger – proper account types

- January 16, 2015

Of course creating a backup before you close the general ledger is very important, but the most common issue that...

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Creating reports for Microsoft Dynamics GP using dynamic queries
Creating reports for Microsoft Dynamics GP using dynamic queries

- January 12, 2015

Most Microsoft Dynamics GP users love SmartLists and those that have deployed them, love Excel Refreshable (ER) Reports. ER Reports give...

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Update to the Intercompany Processing function in Microsoft Dynamics GP 2015
Update to the Intercompany Processing function in Microsoft Dynamics GP 2015

- December 18, 2014

With the release of Microsoft Dynamics GP 2015, Microsoft is making an effort to address some of the limitations of...

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Modifying Microsoft Dynamics GP SQL reports
Modifying Microsoft Dynamics GP SQL reports

- December 10, 2014

SQL Reports provide a great way to access your Microsoft Dynamics GP data without needing to login to Dynamics GP....

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Batch posting for Microsoft Dynamics GP — Part 3: How to fix batches stuck in posting
Batch posting for Microsoft Dynamics GP — Part 3: How to fix batches stuck in posting

- October 15, 2014

Even with all of the preventive measures for stuck batches in place, invariably you still may experience a posting interruption...

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Accounting for Construction in Progress in Microsoft Dynamics GP Fixed Assets – Part 2
Accounting for Construction in Progress in Microsoft Dynamics GP Fixed Assets – Part 2

- October 14, 2014

In a previous post, I described the recommended procedures for recording construction in progress (CIP) assets in Microsoft Dynamics GP....

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Batch posting for Microsoft Dynamics GP — Part 1: Batch posting vs. transaction level posting and batch edit lists
Batch posting for Microsoft Dynamics GP — Part 1: Batch posting vs. transaction level posting and batch edit lists

- October 2, 2014

Although Microsoft Dynamics GP allows individual transaction level posting, we recommend using batch posting whenever possible. Batch posting allows you...

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Batch posting for Microsoft Dynamics GP — Part 2: Cause and prevention for stuck batches
Batch posting for Microsoft Dynamics GP — Part 2: Cause and prevention for stuck batches

- October 2, 2014

Transactional errors are not the only reason for a batch to be interrupted and fail during posting in Microsoft Dynamics...

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How to record Construction in Progress (CIP) in Dynamics GP Fixed Assets
How to record Construction in Progress (CIP) in Dynamics GP Fixed Assets

- September 5, 2014

Clients frequently want to understand the options for tracking construction in progress (CIP) assets in Microsoft Dynamics GP. CIP assets...

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Getting ready for budgeting season with the latest budgeting tools
Getting ready for budgeting season with the latest budgeting tools

- August 19, 2014

It’s getting close to budgeting time and you may be thinking there has to be another way other than Excel...

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The phase out of Business Portal — What now?
The phase out of Business Portal — What now?

- July 22, 2014

There are a significant number of Microsoft Dynamics GP users who have used the Business Portal application for entering things...

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Pros and cons of Microsoft Dynamics GP 2013 Roll Down Segment Changes feature
Pros and cons of Microsoft Dynamics GP 2013 Roll Down Segment Changes feature

- July 16, 2014

Roll Down Segment Changes is a new feature added to Microsoft Dynamics GP 2013 that allows users to make a...

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Microsoft Dynamics GP 2013 Progress Bar Issues
Microsoft Dynamics GP 2013 Progress Bar Issues

- March 28, 2014

Microsoft Dynamics GP 2013 includes a new progress bar feature on the Depreciate Routine, but it is a bit touchy. ...

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Solving Microsoft Dynamics GP’s Unable to Enter Invoice against PO Receipt Issue
Solving Microsoft Dynamics GP’s Unable to Enter Invoice against PO Receipt Issue

- February 10, 2014

I recently had a repeat support request.  That is, same issue but from a different client.  So, I thought I...

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Five ways to jump start your Microsoft Dynamics ERP system
Five ways to jump start your Microsoft Dynamics ERP system

- February 7, 2014

Many users have been working with their ERP system for five or ten years and paying the enhancement each year. ...

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Important message for Dynamics GP users who need to print 1099s
Important message for Dynamics GP users who need to print 1099s

- January 15, 2014

We are starting to get a lot of calls from customers who are getting ready to print their 1099s.  For...

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How Data Mart in Management Reporter 2012 helps Analytical Accounting
How Data Mart in Management Reporter 2012 helps Analytical Accounting

- January 13, 2014

If you are using Analytical Accounting (AA) in Microsoft Dynamics GP, there are benefits from implementing the Data Mart in...

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Microsoft Dynamics GP 2013 Service Pack 2 installation error
Microsoft Dynamics GP 2013 Service Pack 2 installation error

- October 31, 2013

When attempting to install the Microsoft Dynamics GP 2013 Service Pack 2 (12.00.1482), I received a message stating “The path...

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Using Microsoft Dynamics GP 2013 tenant functionality
Using Microsoft Dynamics GP 2013 tenant functionality

- October 29, 2013

Microsoft Dynamics GP 2013 now comes with tenant functionality. This enhancement lets you have more than one instance of Dynamics GP...

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How to set up Microsoft Dynamics GP Payroll deductions for union dues calculations
How to set up Microsoft Dynamics GP Payroll deductions for union dues calculations

- September 6, 2013

The formulas used to calculate union dues are often complicated, non standard deductions that require special treatment in Microsoft Dynamics...

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Intercompany Processing in Microsoft Dynamics GP
Intercompany Processing in Microsoft Dynamics GP

- August 14, 2013

Microsoft Dynamics GP is aimed at the middle market and organizations in that space are often comprised of multiple legal...

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Microsoft Dynamics GP SmartList Export Solutions Save You Time in Excel
Microsoft Dynamics GP SmartList Export Solutions Save You Time in Excel

- July 15, 2013

Are you utilizing SmartList for Microsoft Dynamics GP to its fullest extent? You know about exporting to Excel for data lists...

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Magic Way to Increase Speed with Microsoft Dynamics GP SmartList Export
Magic Way to Increase Speed with Microsoft Dynamics GP SmartList Export

- July 12, 2013

Many of us rely on SmartList queries to get financial data out of Microsoft Dynamics GP and into our favorite...

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Options for Microsoft Dynamics GP 2013 Cloud Deployment
Options for Microsoft Dynamics GP 2013 Cloud Deployment

- June 18, 2013

As cloud computing for ERP heats up, Microsoft Dynamics GP 2013 is finally starting to respond. Many of us have...

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What’s New in Microsoft Dynamics GP 2013 for Distributors
What’s New in Microsoft Dynamics GP 2013 for Distributors

- June 12, 2013

Distributors and direct sales organizations will benefit from a new feature in Microsoft Dynamics GP 2013 Sales Order Processing.  Suggested...

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Reporting Access for Everyone with Microsoft Dynamics GP
Reporting Access for Everyone with Microsoft Dynamics GP

- June 4, 2013

I help many of my clients evaluate Microsoft Dynamics GP, and one area that is extremely important in their eyes...

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Why Should You Put Your Microsoft Dynamics GP system in the Cloud?
Why Should You Put Your Microsoft Dynamics GP system in the Cloud?

- May 17, 2013

Working with Microsoft Dynamics GP for the past 14 years has allowed me to witness the evolution of many information...

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Hosting provider implements Microsoft Dynamics GP for process integration and significant savings
Hosting provider implements Microsoft Dynamics GP for process integration and significant savings

- May 10, 2013

This Colorado-based company provides cloud hosting and recovery solutions to a global customer base.  They inherited Microsoft Dynamics GP after a acquisition...

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Spring is the Perfect Time to Migrate from FRx to Management Reporter
Spring is the Perfect Time to Migrate from FRx to Management Reporter

- May 3, 2013

Now is the perfect time to migrate your FRx reports to Management Reporter (MR). You have made the decision to...

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Integrating “National Accounts” in Microsoft Dynamics GP and Microsoft Dynamics CRM using Scribe
Integrating “National Accounts” in Microsoft Dynamics GP and Microsoft Dynamics CRM using Scribe

- January 30, 2012

While integrating Microsoft Dynamics CRM and Microsoft Dynamics GP, I ran into a situation where I needed to: Be able...

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