Archive

Adding Documents to Vendors: A Different Method

Many may already know that a document located outside Microsoft Dynamics GP can be added to a vendor’s card using the OLE functionality. There is another way to do this and some users prefer it.

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Debits & Credits – Printing Edit Lists Reduces Payroll Errors

One of the most common Payroll posting errors occurs when a new Department/Position/Pay Code combination is processed that was not previously accounted for in the Payroll Posting Accounts Setup window. Using Payroll edit lists helps identify this scenario and gives the opportunity to either edit for the current posting or go back and fix the posting accounts setup for future payroll runs.

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Automating Electronic Payment Processing

Organizations want flexibility when it comes to accepting payments from customers. With so much financial insight already existing in Microsoft Dynamics GP, it can be an ideal spot for companies to handle credit card transactions and speed up the payment settlement process altogether.

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Automating Electronic Payment Processing

Organizations want flexibility when it comes to accepting payments from customers. With so much financial insight already existing in Microsoft Dynamics GP, it can be an ideal spot for companies to handle credit card transactions and speed up the payment settlement process altogether. Keeping customer payment records and accounts all in one place makes it easier to access and manage customer’s sales, voids, and returns. From connecting gateways, processors, and financial management software – payment processing in Microsoft Dynamics GP can save companies valuable time and resources.

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Warning Vacation pay hours exceed employee vacation available on Build Payroll Checks Report

If you are accruing Vacation and Sick in Human Resources (HR) rather than the payroll module in Microsoft Dynamics GP 2010, after applying the 2012-Year End Service Pack, you may see a warning message on the Build Check File Report.

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CRM TIPS & TRICKS

One of the most utilized Microsoft Outlook features when interacting with emails is to flag and categorize those emails for future use. Often, these are categories users set up themselves for their own personal way of grouping emails, con-tacts, tasks, and other Outlook records.

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Building Business With CRM – Not Merely a “Must read,” but the “Best read” on Business Applications

Richard Knudson is well known and respected in the Microsoft Dynamics channel as both a writer and a trainer. I began reading his book, Building Business with CRM, with high expectations and am happy to say it did not disappoint. He focuses not only on the conceptual aspects of business process automation but delves into the practical and procedural as well.

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Simplifying Year-End Procedures for Microsoft Dynamics GP

It’s that time of year again! It’s time to start discussing year-end closing procedures for the modules in Microsoft Dynamics GP. Although these procedures are not cumbersome, they do tend to make some people nervous just because it’s only done once a year.

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Andy Sather – The One to Talk to as the Year Comes to a Close

Andy Sather is a Senior Support Engineer for Microsoft at the Fargo, ND campus. He is a member of the Microsoft Dynamics GP Applications Support Team and is a graduate of Valley City State University with a degree in Computer Science. He worked for a Microsoft Partner called Datatranz before joining Microsoft about five years ago. In addition to being an application support engineer, Andy is the product captain for Microsoft Dynamics GP Word Templates. In October 2012, I visited with Andy to talk about Microsoft Dynamics GP year-end and what Microsoft is doing to educate and support clients through the annual year-end close process.

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Integrity Data’s U-LINC and Rockton Software’s Inspector – Even Better Together

You’ve wanted flexible workflows and notifications within Microsoft Dynamics® GP forever and have finally got Integrity Data’s U-LINC® installed and running with one of our pre-defined templates or have worked with our crack implementation team to create a workflow just for you, but now you’re ready to dive in and begin creating your own workflow integrations.

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