RSMUS.comDynamics GP Blog
Discover more on Dynamics GP
Reaffirming Our Commitment to Dynamics GP Customers
At RSM, we understand the concerns surrounding Microsoft Dynamics GP as it approaches the end of mainstream support. We want...
Dynamics GP End of Support
In a recent announcement, Microsoft confirmed the end of mainstream support for Dynamics GP. This marks a critical juncture for...
RSM Celebrates Outstanding Team Members with Microsoft Most Valuable Professional Awards
RSM proudly announces the recognition of its exceptional team members through...
Dynamics GP: Will you stay or will you go? Take our survey
Microsoft is sunsetting Dynamics GP yet plans to support it through 2028. Some organizations will stay with the platform to...
2024 RSM Microsoft Events
RSM plays an active role in the Microsoft community across all product areas. We regularly sponsor and attend conferences and...
Microsoft Nonprofit Global Summit
Welcome to the heart of innovation! RSM is excited to participate in the Global Nonprofit Leaders Summit, an exclusive event...
Unlocking the Potential ROI of AI: A Physics Perspective
Technology has always been a catalyst for transformative growth, and today, Artificial Intelligence (AI) holds tremendous potential to reshape businesses. Like potential...
Microsoft Dynamics GP Year-End Close Webcast Series
Event overview Your year-end close doesn’t have to be painful! RSM will help you navigate through all the latest changes...
Recent IRS change related to filing Year End documents, including 1099s, W2s and 1095-Cs
As we approach 2023 calendar year end, the RSM team would like to make sure you are aware of a...
Community Summit – RSM Speaking Sessions
RSM is thrilled to be a premier sponsor of North America Community Summit in Charlotte, NC (Oct. 15-20, 2023). We...
2023 Microsoft Innovation Summit
Event Overview Event Date: 9/20/2023 Time: 1pm – 4pm ET As a Microsoft user, staying updated with the latest advancements...
Preparing for the transition off Dynamics GP
Is your organization ready to move off Dynamics GP? This short list is meant to assist you in building out...
3 reasons to replace Dynamics GP now
We know that Dynamics GP will be supported by Microsoft through at least 2028, but many GP customers will start...
Is Dynamics GP Going Away?
There has been a lot of confusion about the roadmap for Microsoft Dynamics GP. Several years ago Microsoft shifted Dynamics...
Important Update to The Buzz on Dynamics GP Email Functionality & TLS!
This post has been revised as of 9/23/22 to provide the most current information. In January of 2022 Microsoft announced effective...
The Buzz on Dynamics GP Email Functionality & TLS
Update: for the most recent details on this topic please view this post, “Important Update to the Buzz on Dynamics...
Pre-year end close tips and tricks for Dynamics GP
Is it too early to start thinking about year end? Absolutely not. For those of you that have survived the...
Join RSM at Community Summit North America this Fall
Dynamics Communities Summit : Oct 10-13, 2022 We would like to invite you to join RSM at this year’s Community...
Tech Tip: Verify Mekorma Product Keys at Renewal
RSM clients experiencing issues with Mekorma should verify that the updated product keys are applied after renewal anniversary and before...
Changes to Office 365 that will impact Dynamics GP email and workflow functionality
Recently Microsoft announced security changes to Office 365 and Exchange Online. Effective October 1, 2022, Basic Authentication protocols will be...
Microsoft Innovation Summit (June 14th)
Event overview As a Microsoft user, you need to stay current with the latest the product has to offer. RSM...
Microsoft releases new Dynamics GP Modern Lifecycle version for year end close
Year-end brings with it many different events… with luck these events will include holidays, family and friends, and fresh starts. ...
Capital One Integrated Payables
We have had several requests to assist clients with generating an ACH file out of Microsoft Dynamics GP in the...
Don’t wait to start planning for year end!
Year end will be here before we know it. It is not too early to start planning, and RSM can...
Dynamics Community Summit returns!
RSM is excited that the Dynamics Community Summit (formerly called Dynamics UG Summit) is returning this Fall. This year Dynamics...
RSM announces the new quarterly Dynamics Innovation Summit
RSM is excited to announce our inaugural Microsoft Dynamics Innovation Summit, which will kick off at 1:00pm Eastern on Tuesday,...
Updated Dynamics GP Roadmap
On July 8, 2021 Microsoft released the below updated roadmap for Dynamics GP. We are excited to see Microsoft’s commitment...
Microsoft to Launch New Cloud Promotion for Legacy Customers
On September 1, 2021, Microsoft will launch the Bridge to the Cloud promotion through the Cloud Solution Provider (CSP) program....
Working Remotely with Microsoft Dynamics GP
Covid restrictions may be starting to lift around the country, however, according to a recent survey only about 1 in...
Dynamics GP – Payables Trial Balance Reports Missing Vendor Invoices after GP18 Update”
Several of our clients noticed some vendor invoices not yet paid had dropped off the aging reports after updating to...
Microsoft Dynamics GP – Error on Payroll Tax Filing Status
When running the Payroll Calculate Checks process in Dynamics GP, you receive an error: “The tax filing status record for...
Microsoft Dynamics GP Permission Errors Running Reports After Upgrading to GP 2018 & GP 2016
You’ve just recently upgraded Dynamics GP, and when running a report, you receive the error: “Not privileged to run this...
Management Reporter – DataMart Rebuild & Reconfiguring Change Tracking
If you’ve discovered missing or bad data on your Management Reporter reports or have some other reason that you need...
Microsoft Dynamics GP – Error “Asset ID is required.”
The user attempted to delete a Fixed Asset in GP and received an error message that the “Asset ID is...
Microsoft Dynamics GP – Error Opening Customer/Vendor Consolidations Window
You’re receiving the following error when trying to open the Customer/Vendor Consolidations window, “Your previous transaction level posting has not...
Dynamics GP Payroll – New Federal Filing Status Options
In 2020 Microsoft rolled out some new Federal Filing Statuses for Dynamics GP Payroll. The 5 new filing statuses that...
Security and Controls for Dynamics GP
Fastpath and RSM Do you question if your GP environment is actually secure? Do you wonder if users have unauthorized...
RSM & Emburse Partnership Announcement
We are excited to announce that we are now partnered with Emburse, the market leader for expense management and accounts...
What’s New in Dynamics GP? October 2020 Release Features
With the most current release of Microsoft Dynamics GP that came out last month, many new and exciting features and...
New IRS form 1099-NEC: What it Means for Dynamics GP
The IRS has released a new form 1099-NEC (non-employee compensation) which replaces using Box 7 of the 1099-MISC form from...
Dynamics GP Technical Support Alert, Word Template and eOne SmartConnect Errors
Many of our clients have recently reported receiving errors in Dynamics GP & eOne’s SmartConnect related to a recent Microsoft...
RSM’s National Dynamics GP Support Moves to World-Class Service Now Platform
Are you experiencing delays getting support from your Dynamics GP solution partner? If so, wait no longer. RSM’s National Dynamics...
Dynamics Users: Migrate to the Cloud for Free
Has the sudden switch to full-time remote work had an impact on you and your organization? Well, Microsoft has now...
Extend the Life of your Dynamics GP Solution
Two key reasons a company usually decides to change their accounting system are 1) for better financial reporting and 2)...
Making the Case for Better B2B E-Payment Processing
New fintech trends are constantly emerging. This can make it difficult to determine which ones are necessary and which are...
Dynamics GP – Stay or Leave?
With the recent increase of attention on the Microsoft Dynamics 365 lineup of cloud applications, my clients often ask me...
Learning the Microsoft Dynamics GP Table Structure
Whether you are the IT person, a GP power user, or both and tasked with extracting/importing data into or from...
Microsoft Dynamics GP Security Access Processing POP Returns
After years of working with Dynamics GP, I recently encountered one of those unusual security settings that made no sense....
Top 4 Management Reporter Issues
I have been working with Management Reporter (MR) for over 10 years and understand the frustration many of our customers...
Dynamics GP Error – “This Transaction is Being Edited by Another User”
You’re trying to open an unposted transaction in Dynamics GP and receiving an error “This Transaction is being edited by...
When a SmartList returns no data and Dynamics GP does not provide an error message
One of the most common issues reported to the RSM Dynamics GP Help Desk is when a SmartList returns data...
Dynamics GP Error – “This Document Cannot be Marked for Voiding. It Has Been Either Partially Applied or is on Hold.”
This error is one we see come across our support desk a lot. A user attempts to void a document,...
Dynamics GP Error – “You don’t have security privileges to open this window error message. Contact your system administrator.”
How often does one of your GP users receive a permissions error when trying to access a specific window in...
Dynamics GP Login Issue – “This login failed. Attempt to log in again or contact your System Administrator”
Are you having trouble logging into GP? Are you entering your GP User ID and Password and receiving the below...
Cannot access this report because the dictionary containing it is not loaded in Dynamics GP
Have you ever gone to print a report in Dynamics GP and receive the error ‘Cannot access this report because...
Dynamics GP Correcting 1099 Tax Type
At some point throughout the year, you may discover that a vendor has been set up in GP with the...
Unknown Dictionary Error in Dynamics GP
One of the most common errors we receive on our help desk is the “Unknown Dictionary” error, usually occurring when...
RSM on Bob Scott’s VAR Stars 2019
RSM has been selected as a member of the Bob Scott’s VAR Stars for 2019, a group of 100 organizations...
Finding Missing Accounts in Management Reporter
Overview A common complaint at month end is that it’s hard to find what accounts are missing in Management Reporter. ...
Microsoft Dynamics GP – SmartList Displays SOP Returns as Negative Numbers
Recently I have had a few inquiries about how SmartList displays and exports SOP return documents. Have you ever noticed...
Microsoft Dynamics GP: The Disk is Full Error
You have just logged in to Dynamics GP, and attempt to open one of the menu options and receive an...
Which reporting tool do I use in Microsoft Dynamics GP? (Continued)
Report Writer and SmartList In my last post I provided some basic conditions to consider in determining which reporting tool...
Integration Manager and Default Distribution Accounts
Overview Users new to Integration Manager (or just rusty) often contact the RSM Dynamics GP National Help Desk with questions...
Trouble Getting SafePay to Read the Account Number in Dynamics GP
Have you ever had issues with Dynamics GP’s Safepay reading your bank account number? One of the most common issues...
Improving the customer experience on the Help Desk Performance Management: Part I – Service Level Agreements
Measuring the performance of your firm’s help desk is an integral part of understanding your client’s needs. In fact, in...
Dynamics GP – 7 Things You Should Know About the Reports Dictionary
After many years of consulting and supporting Microsoft Dynamics GP, many customers still rely heavily on their Dynamics GP modified...
Management Reporter: Reports are not updating with the correct amounts, or at all
You are running your financial reports in Management Reporter Report Designer but the reports are not updating with the amounts...
Microsoft Dynamics GP: How to Eliminate Multiple W2 Forms When There Are More Than Two Local Taxes Withheld
Now that W2 season is in the rearview mirror, it is a good time to reflect on the challenges we...
SmartConnect Error Fixes for Dynamics GP 2018
Overview: Recently, while importing data into Dynamics GP 2018, using SmartConnect, I ran across some error messages. My first instinct...
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
While working in the Dynamics GP Service Call Management module, the user received the error message, “You may not complete...
Duplicate SQL job “Remove Posted PJOURNALs” and the havoc it can unleash
Dynamics GP has a very important SQL job that cleans up records in a table called PJOURNAL. Without this job,...
Solving an Excruciatingly Long GL Import
Steve Endow, owner of Precipio Services, has done a fair amount of volume testing of imports to Dynamics GP and...
It’s All About You: Audience Considerations for eLearning
Creating a great self-paced training experience depends significantly on identifying and understanding the audience that you are expecting to take...
Publishing SmartList Reports to Excel in Dynamics GP
Did you know that you have the ability to publish reports to Excel? SmartList reporting has been around since the...
Known Issue with Collections Management and Customer Combiner
Have you had trouble using the Customer Combiner in the Professions Service Tools (PSTL) after implementing Collections Management? You may...
Get Patching! CVE-2018-0886 CredSSP Flaw in RDP Affects All Versions of Windows
Microsoft released an update in March which may or may not impact your ability to use Remote Desktop Protocol (RDP)...
Which reporting tool do I use in Microsoft Dynamics GP?
Have you ever needed to print a report or extract data out of Dynamics GP and wondered which reporting tool...
Using Transaction Descriptions in Microsoft Dynamics GP: Reconcile Payables to GL
There are a few key concepts to understand how Transaction Descriptions and Reference fields work in Dynamics GP to make...
“Unhandled script exception” Error When Running the Historical Stock Status Report
We have gotten reports of GP users receiving the error shown in the screenshot below when generating the Inventory’s Historical...
Assigning SSRS Reports to GP Windows for Self Service Users
I recently worked with a client that is using Requisition Management in GP2016. They wanted their requestors to be able...
GP Web Services and TLS 1.0
Recently, we’ve noticed that some users have encountered a few issues after they ran Windows Updates on their GP/SQL Server,...
Fixing stuck batches in Dynamics GP
Locked records and stuck batches in Dynamics GP can happen for a variety of reasons including temporary loss of network...
Dynamics GP Project Accounting error: The Employee ID cannot be assigned as a Project Manager
You have an existing Project and would like to change the Project Manager. In the Project Maintenance window, you attempt...
How to Update Work Flow Status in Dynamics GP
Have you ever accidentally submitted a GL Batch for approval while setting up WorkFlow? To correct the issue, you’ll need...
How to Handle State by State Tax Treatment Differentials When Setting Up Payroll Codes in Dynamics GP
In an earlier post, we were warned of the dangers of having payroll codes with tax treatments that do not...
Using User-Defined fields in Purchase Requisition Approval Workflow
When implementing requisition approval workflow, you can make several adjustments beyond the standard entry fields. Now, you can set your...
SQL View – Inventory Transactions with Lots and Reason Codes
Standard Dynamics GP Inventory Transaction reports and SmartLists do not include Lots or Reason Codes, but there are times that...
Printing Miscellaneous Checks using Mekorma
Printing Miscellaneous Checks with Mekorma MICR needs to be done correctly in order for the transaction to be be completed...
When Should GP Users Consider Advanced Bank Reconciliation?
While GP’s Bank Reconciliation tool works fine for many situations, once banking gets a little more complicated, it may be...
Multicurrency Tips and Tricks: Rolling Retained Earnings in Management Reporter
Rolling retained earnings in management reports is one of the more problematic areas in multicurrency. In order for retained earnings...
SmartList Tip: Unable to change display name field created from SmartList Designer
If you are struggling to change a display name field created from SmartList Designer, there are a few steps you...
Utilizing User Classes to Organize SmartList Favorites
Are you an organization with lots of companies/databases and an endless list of SmartList favorites? Would you like to group...
Dynamics GP – Payroll deductions missing for employee that is NOT subject to FICA
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...
SQL Updates Made Easy Using Excel
Have you ever setup several inventory items in Dynamics GP and realized after the fact that you have assigned the...
Reconciling the General Ledger with the Payables Subledger Using SmartList Builder
For those of you who have clients that use SmartList Builder, you can create a SmartList that will help those...
PM_Key_MSTR error when Posting a Payables Batch
Welcome, I hope everyone is having a great day, but if you’ve found this blog chances are you have a...
General Ledger Data Extract Too Large for SmartList
The typical scenario goes something like this: The auditors have requested that you give them an excel file that contains...
Dexterity: Setting a Range on a Composite Field in Dynamics GP
This week, I faced a Dexterity customization for Dynamics GP in which I needed to set a range on the...
Microsoft Dynamics GP – Fixed Asset screen freezing
Occasionally, RSM receives reports from clients that their Microsoft Dynamics GP fixed asset screen is experiencing stalling, or freezing altogether....
Dynamics GP OData Security
OData is a great new feature in GP 2016 which allows you to expose your GP data to any OData...
How to configure OData in Microsoft Dynamics GP 2016
One of the best new features in the release of Dynamics GP 2016 is the new OData service. If you...
So your Dynamics GP Web Client certificate expired?
Given that the Dynamics GP web client came out in 2013, we’re seeing that some of the certificates used on...
Data entry errors exist – Dynamics GP
I have received several calls about a Payables Check Batch that was interrupted and sent to Batch Recovery. In Batch...
Dynamics GP Payroll: “There are no Checks in this range to void”
Recently, I ran into an unusual problem where a client entered a manual check to adjust an employee’s pay record,...
Microsoft Dynamics GP Refunds Made Easy
There’s no need to struggle with processing customer refunds anymore. Microsoft Dynamics GP includes a module called Refunds that is...
In-Transit Inventory Transfers Locked
Have you ever had to modify or delete an In-Transit Inventory record that was locked in the editing status or...
Audit Tracking in Microsoft Dynamics GP
Have your auditors ever asked to see a report that shows changes made to your setup windows or any changes...
Building the Foundation for Dynamics GP Manufacturing: Things to Consider Before You Begin
Welcome to the wonderful world of manufacturing in Dynamics GP! This series is designed to help you build the foundation...
Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part I
Those of us who are Microsoft Dynamics GP support professionals know all too well the pressure to take as many...
10 Things Microsoft Dynamics GP Users Should Know About SmartLists
Whether you’re new to Microsoft Dynamics GP or have been using the program for a while, you may have found...
SSRS – MEM Trial Balance Reports
Several of our Dynamics GP customers who have deployed the Binary Stream Multi-Entity module have experienced a random sort order...
Dynamics GP: Where is my 3rd Party Table?
I encountered a “cannot find table” error on a custom table and I was especially confused because I had just...
What’s New with Fixed Assets in GP 2016 R2?
One of the coolest new features in GP 2016 R2 is the POP to Fixed Assets link which now includes...
Wells Fargo Payment Manager
We have had several requests to assist clients with generating an ACH file out of Dynamics GP in the Wells...
Management Reporter Login Issues after Dynamics GP Password Change
When using the Dynamics GP Legacy integration in Management Reporter, the user is asked to enter their GP UserID and...
Recording Credit Card Transactions
Importing those voluminous monthly credit card transactions Are you like many customers dreading the recording of the American Express or...
Top 5 List of Commonly Used SQL Scripts in Microsoft Dynamics GP
Favorite SQL Scripts These are my most commonly used SQL scripts on every Microsoft Dynamics GP implementation that I perform,...
Inventory Lots and IV Reconcile in Dynamics GP
What do you do if you haven’t run IV Reconcile after checking “Enable multiple bins” in Inventory Control Setup and...
Some SmartConnect Errors and How to Fix Them
Here are a few errors that may be encountered when using SmartConnect and some simple steps to try and fix...
SQL 2016 with Microsoft Dynamics GP (CAUTION!!)
Don’t let the caution headline lead you to believe SQL Server 2016 and Microsoft Dynamics GP 2016 are not compatible;...
Dynamics AX: Sending XML Files to a Microsoft Message Queue
I’ve been working with Scribe Insight to integrate Microsoft Dynamics AX 2012 with Microsoft Dynamics CRM 2016. I’m using...
Microsoft Dynamics GP 2013: Fixed Asset Depreciation Reports
With the release of Microsoft Dynamics GP 2013, Microsoft introduced many new enhancements to the Fixed Asset module. One of...
Managing Restricted Funds in Microsoft Dynamics GP
Reporting tools available in Microsoft Dynamics GP can assist nonprofits in overcoming the challenge of managing restricted funds and maintaining...
Dynamics GP: Adding EFT Data to the Vendor Master Trigger
Beginning with Microsoft Dynamics GP 2010, Microsoft began offering the Professional Services Tools Library (PSTL) for free. The PSTL includes...
Microsoft Dynamics GP Fix for W-2 Form RS Numbers
I was recently approached by one of our Dynamics GP functionality consultants looking for a solution to convert the W2...
Save Time Importing Records with Mail Merge Macro
Have you ever needed to import thousands of records that can’t be done using Integration Manager? And have you thought...
Mass Update GL Account Segments in Microsoft Dynamics GP
Chances are when you began using Microsoft Dynamics GP and loaded the chart of accounts, you may not have thought...
Microsoft Dynamics GP: Advanced Interfund Management
Microsoft Dynamics GP’s Interfund Management module is often part of the equation for implementing Dynamics GP in not- for-profit entities...
How to Customize EFT Files in Microsoft Dynamics GP
Out of the box, Dynamics GP supports several formats, which on most occasions will work, with some effort in setup....
Dynamics GP — PM_Key_MSTR error when Posting a Payables Batch
Welcome, I hope everyone is having a great day, but if you’ve found this blog chances are you have a...
Troubleshooting Data Sync Issues Management Reporter and Dynamics GP
You’ve just closed the month or year for one or more of your entities in Dynamics GP and you’re now...
Importing Payroll Deductions and Benefits in Microsoft Dynamics GP
Those of you who use the Microsoft Dynamics GP Human Resources Module in conjunction with payroll are aware of the...
Optimizing MR Report Speed after FRX Migration with Dynamics GP
Frustrated that your Management Reporter reports are running extremely slow after FRx Migration? Here are some easy tips to help...
Vendor/Customer Modifier and/or Combiner in Dynamics GP
Have you ever created a new vendor and realized weeks later that you had already created that vendor under another...
In Dynamics GP – Depreciation Expense is Low and Depreciation Button Unavailable
You created your GL Batch from FA and you notice Depreciation is lower than expected. Possible causes: system interruption, lost...
How to make mass changes to decimal places for inventory items in Microsoft Dynamics GP
A client once asked me if there was a way to change the quantity decimals places on the item maintenance...
Challenges that some Microsoft Dynamics GP users face when creating SmartList reports
Many users struggle when it comes down to creating new SmartLists reports using either SmartList Builder Tool or Microsoft Dynamics...
Tips for Setting up Microsoft Dynamics GP multi-currency for use with Management Reporter
Creating translated financial reports in Management Reporter is, in large part, dependent on how you setup multi-currency in Microsoft Dynamics...
Backup and disaster recovery for Microsoft Dynamics GP
How do I protect my Microsoft Dynamics GP environment from data loss? The answer, very often is, “It depends.” Each...
Understanding Microsoft Dynamics GP module integration : Best practices for posting setups
Navigating through the posting process in Microsoft Dynamics GP can be challenging if you do not understand how the system...
The new features in Microsoft Dynamics GP 2015 R2 and why you should stay current
Microsoft Dynamics GP is on track for the promise of bi-annual significant update releases. Adding many new features with the...
Deleting a company in Management Reporter 2012
Management Reporter is a common tool for the Microsoft Dynamics ERP solutions, Dynamics AX, Dynamics GP and Dynamics SL alike....
Changing from a single EFT format to multiple EFT file formats in Microsoft Dynamics GP
We recently had a client who needed to process an EFT payment in Microsoft Dynamics GP to an individual’s personal...
Microsoft Dynamics GP with single sign on functionality and simplified IT administration
As organizations grow, so do their need for larger, more complex environments. As a result, users are becoming all too...
Escheatment and unclaimed property procedures in Microsoft Dynamics GP
It’s very common for companies in Microsoft Dynamics GP to have open reconciling items on their books for checks that...
ERP Shout Out — Why Microsoft Dynamics GP is a leading player in the middle market
Already an established leader within the ERP community with well over 47,000 customers, there is a renewed enthusiasm for Microsoft...
Need an Accounts Payable Historical Aged Trial Balance in SmartList or SQL for Microsoft Dynamics GP?
How many times has a Microsoft Dynamics GP client asked for a trial balance report that they can easily see...
Error when opening Workflow Document from email using Microsoft Dynamics GP Web Client
Recently, I was working with one our Colorado clients and ran into an interesting issue. When the user was attempting...
Microsoft Dynamics GP brings robust ERP solutions to health care organizations
If you are looking for a robust, cost effective ERP solution in the health care industry, you should evaluate Microsoft...
How to recreate the data mart in Management Reporter for Microsoft Dynamics
Are you seeing bad or missing data in Management Reporter for Microsoft Dynamics? You may need to recreate your data...
When and why to upgrade your Microsoft Dynamics GP system
Clients upgrade their Microsoft Dynamics GP system for many reasons. For some, it’s to keep in compliance with payroll taxes...
Microsoft Dynamics GP’s Management Reporter Data Mart: what is it and when you’d recreate
If you use Management Reporter, and you have probably heard of the Data Mart. The Data Mart is a way...
What does the Microsoft GP 2015 R2 release mean to the Dynamics GP user?
Microsoft Dynamics GP 2015 R2 was just released. So what does that mean to the Dynamics GP user? At a...
How to manage automatic client updates in Microsoft Dynamics GP
I recently got asked how IT can manage and deploy the updates for Microsoft Dynamics GP for several client workstations...
What is Service Based Architecture for Microsoft Dynamics GP
Service Based Architecture is being introduced in Microsoft Dynamics GP 2015, and represents part of a larger paradigm shift for...
How to mask the bank account number in Microsoft Dynamics GP reports such as Direct Deposit Statement in Report Writer
There is a KB article, How to use Report Writer to create a calculated field to mask the bank account...
Changing default SmartList options in Microsoft Dynamics GP
I frequently get asked by my Microsoft Dynamics GP clients if they can increase the default SmartList maximum records from...
Learn how to copy and paste journal entries from Microsoft Excel with new Microsoft Dynamics GP 2013 R2 feature
One of the new feature released in Microsoft Dynamics GP 2013 R2 is the ability to copy and paste journal...
Setting security in report manager for deployment Microsoft Dynamics GP SSRS reports
Part of setting up and deploying Microsoft Dynamics GP SSRS reports is making sure the security is configured. There are...
Setting up payroll blended rates in Microsoft Dynamics GP
The standard overtime rate is at least time and a half (1.5) and that is real easy to set up...
Solving SQL Server Reporting Services “cannot create connection to data source” error
Have you ever received this error when trying to run a SQL Server Reporting Services report? An error has occurred...
The benefits of Identity Management in Microsoft Dynamics GP
One of the great new features included in the Microsoft Dynamics GP 2015 release is an improvement to Identity Management....
How to identify active users in Microsoft Dynamics GP
Identifying active user in Microsoft Dynamics GP is a subject that comes up all the time. If a Dynamics GP...
Attach files to notes in Microsoft Dynamics GP and move OLE notes from previous versions
Document attach is available in Dynamics GP 2013, and with each release, it is getting more functionality. The document attach...
Using Autodim.exe with Integration Manager to run integrations across multiple companies in Microsoft Dynamics GP
Do you run several integrations with Integrations Manager across multiple companies in Microsoft Dynamics GP? Do you find yourself doing...
#1 Tip for year-end close in Microsoft Dynamics GP General Ledger – proper account types
Of course creating a backup before you close the general ledger is very important, but the most common issue that...
Creating reports for Microsoft Dynamics GP using dynamic queries
Most Microsoft Dynamics GP users love SmartLists and those that have deployed them, love Excel Refreshable (ER) Reports. ER Reports give...
Update to the Intercompany Processing function in Microsoft Dynamics GP 2015
With the release of Microsoft Dynamics GP 2015, Microsoft is making an effort to address some of the limitations of...
Modifying Microsoft Dynamics GP SQL reports
SQL Reports provide a great way to access your Microsoft Dynamics GP data without needing to login to Dynamics GP....
Batch posting for Microsoft Dynamics GP — Part 3: How to fix batches stuck in posting
Even with all of the preventive measures for stuck batches in place, invariably you still may experience a posting interruption...
Accounting for Construction in Progress in Microsoft Dynamics GP Fixed Assets – Part 2
In a previous post, I described the recommended procedures for recording construction in progress (CIP) assets in Microsoft Dynamics GP....
Batch posting for Microsoft Dynamics GP — Part 1: Batch posting vs. transaction level posting and batch edit lists
Although Microsoft Dynamics GP allows individual transaction level posting, we recommend using batch posting whenever possible. Batch posting allows you...
Batch posting for Microsoft Dynamics GP — Part 2: Cause and prevention for stuck batches
Transactional errors are not the only reason for a batch to be interrupted and fail during posting in Microsoft Dynamics...
How to record Construction in Progress (CIP) in Dynamics GP Fixed Assets
Clients frequently want to understand the options for tracking construction in progress (CIP) assets in Microsoft Dynamics GP. CIP assets...
Getting ready for budgeting season with the latest budgeting tools
It’s getting close to budgeting time and you may be thinking there has to be another way other than Excel...
The phase out of Business Portal — What now?
There are a significant number of Microsoft Dynamics GP users who have used the Business Portal application for entering things...
Pros and cons of Microsoft Dynamics GP 2013 Roll Down Segment Changes feature
Roll Down Segment Changes is a new feature added to Microsoft Dynamics GP 2013 that allows users to make a...
Microsoft Dynamics GP 2013 Progress Bar Issues
Microsoft Dynamics GP 2013 includes a new progress bar feature on the Depreciate Routine, but it is a bit touchy. ...
Solving Microsoft Dynamics GP’s Unable to Enter Invoice against PO Receipt Issue
I recently had a repeat support request. That is, same issue but from a different client. So, I thought I...
Five ways to jump start your Microsoft Dynamics ERP system
Many users have been working with their ERP system for five or ten years and paying the enhancement each year. ...
Important message for Dynamics GP users who need to print 1099s
We are starting to get a lot of calls from customers who are getting ready to print their 1099s. For...
How Data Mart in Management Reporter 2012 helps Analytical Accounting
If you are using Analytical Accounting (AA) in Microsoft Dynamics GP, there are benefits from implementing the Data Mart in...
Microsoft Dynamics GP 2013 Service Pack 2 installation error
When attempting to install the Microsoft Dynamics GP 2013 Service Pack 2 (12.00.1482), I received a message stating “The path...
Using Microsoft Dynamics GP 2013 tenant functionality
Microsoft Dynamics GP 2013 now comes with tenant functionality. This enhancement lets you have more than one instance of Dynamics GP...
How to set up Microsoft Dynamics GP Payroll deductions for union dues calculations
The formulas used to calculate union dues are often complicated, non standard deductions that require special treatment in Microsoft Dynamics...
Attend RSM’s 2013 Microsoft Dynamics Summits
This fall, RSM will hold its fourth annual Microsoft Dynamics™ Summit events in an expanded footprint. The cities include Malvern,...
Intercompany Processing in Microsoft Dynamics GP
Microsoft Dynamics GP is aimed at the middle market and organizations in that space are often comprised of multiple legal...
Microsoft Dynamics GP SmartList Export Solutions Save You Time in Excel
Are you utilizing SmartList for Microsoft Dynamics GP to its fullest extent? You know about exporting to Excel for data lists...
Magic Way to Increase Speed with Microsoft Dynamics GP SmartList Export
Many of us rely on SmartList queries to get financial data out of Microsoft Dynamics GP and into our favorite...
4 Quick Ways to Enhance Your ERP Solution
Here are a few suggestions for extending your investment with your current ERP solution without having to endure complex implementations....
Options for Microsoft Dynamics GP 2013 Cloud Deployment
As cloud computing for ERP heats up, Microsoft Dynamics GP 2013 is finally starting to respond. Many of us have...
What’s New in Microsoft Dynamics GP 2013 for Distributors
Distributors and direct sales organizations will benefit from a new feature in Microsoft Dynamics GP 2013 Sales Order Processing. Suggested...
Before You Abandon Your ERP System, Consider Optimizing
Let’s face it, the demands of an implementation project along with the pressures of their “day jobs” mean that most...
Reporting Access for Everyone with Microsoft Dynamics GP
I help many of my clients evaluate Microsoft Dynamics GP, and one area that is extremely important in their eyes...
Why Should You Put Your Microsoft Dynamics GP system in the Cloud?
Working with Microsoft Dynamics GP for the past 14 years has allowed me to witness the evolution of many information...
Hosting provider implements Microsoft Dynamics GP for process integration and significant savings
This Colorado-based company provides cloud hosting and recovery solutions to a global customer base. They inherited Microsoft Dynamics GP after a acquisition...
Spring is the Perfect Time to Migrate from FRx to Management Reporter
Now is the perfect time to migrate your FRx reports to Management Reporter (MR). You have made the decision to...
Integrating “National Accounts” in Microsoft Dynamics GP and Microsoft Dynamics CRM using Scribe
While integrating Microsoft Dynamics CRM and Microsoft Dynamics GP, I ran into a situation where I needed to: Be able...