GP Reporting

Microsoft Dynamics GP 2013 SmartList Export to Excel values are 0

A customer brought an issue to our attention with Microsoft Dynamics GP 2013 and exporting SmartLists to Excel. Using the Employee default to create a new Smartlist, if you add a column called “Vacation Accrual Amount”, in SmartList after that column is added, the values show up in SmartList just fine. However, when you export the list to Excel the values for this column are zero in Excel. If you export this to Word, the values are there.

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Microsoft Dynamics GP 2013 SmartList Export to Excel values are 0

A customer brought an issue to our attention with Microsoft Dynamics GP 2013 and exporting SmartLists to Excel. Using the Employee default to create a new Smartlist, if you add a column called “Vacation Accrual Amount”, in SmartList after that column is added, the values show up in SmartList just fine. However, when you export the list to Excel the values for this column are zero in Excel. If you export this to Word, the values are there.

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Finding SQL tables for Microsoft Dynamics GP

At times, the Resource Descriptions can be a useful tool when figuring out a table name. However, it can be difficult to track down the exact table needed if all you know is the GP window.

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Tips for 1099 Reporting in Dynamics GP

Time is tight to generate 2012 1099s. As a Microsoft Dynamics GP user, relying on the canned 1099 Smartlist report is not recommended. 1099s generated using this canned report are not always accurate. So, how best to get 1099s generated in the next few days that you can be more confident in? Follow these detailed tips to use Smartlist Builder and check 1099 reporting off your To DO list!

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PROTECT YOUR ACCOUNTING WITH MICROSOFT DYNAMICS GP

An insurance company was experiencing severe issues with their existing ERP software. They are a public, self-insurance pool providing liability and property coverage to municipal governmental entities. They needed a comprehensive accounting package to support their growing and emergent needs and selected the powerful accounting platform that only Microsoft Dynamics GP provides for their complex financial reporting.

They had been using an old mainframe system handling their claims and billing before implementing an industry specific software for insurance companies called Finys. This insurance software product suite is built to provide an operating platform for the carriers of property and casualty insurance. It also easily integrated with Microsoft Dynamics GP and met their needs for GAAP (General Accepted Accounting Principles) compliant by providing:
• Strong Financial Reporting
• Budgeting Capabilities
• Traceability for Audits, Security and Financial
• Ability to import Finys summary data into Microsoft Dynamics GP

Through the implementation of Microsoft Dynamics GP and its included robust, financial analysis tool, Management Reporter, the company’s reports for their 180+ members which formerly took all day to generate, now takes just minutes. The company is now enjoying many benefits by utilizing GP’s Reporting Tools, along with Microsoft Dynamics SmartList. They are now also able to eliminate manually entering ten key adding machine tapes which was very labor intensive. Standard GP edit reports allowed the users to stop using these ten key adding machine tapes in order to check totals. Now they spend less time keying and more time analyzing!

We would be very pleased to discuss an innovative solution for your growing business. With the year just beginning it is important to start it off right. The TM Group is here to help simplify and streamline your needs for 2013. Please contact The TM Group today at 888.482.2864, visit our website at www.tmgroupinc.com or email jennifers@tmgroupinc.com.

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Easily mass assign “missing” reports back to the Microsoft Dynamics® GP report.

Do you ever try to print a report and you get this message, “Cannot access this form because the dictionary containing it is not loaded.” Do you ever wish you could mass assign all the “missing” reports back to the Microsoft Dynamics GP report easily?

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The Regional Detroit GPUG Discover What’s New for Microsoft Dynamics GP 2013

The Regional Detroit GPUG (GP User Group) met Tuesday, December 18th at The Microsoft Office in Southfield, MI. The agenda was very exciting as we opened the meeting with an overview presented by The TM Group’s own Consulting Manager, Perry Kountouriotis. The presentation was extremely beneficial and included an actual demonstration of Microsoft Dynamics GP 2013. A few of the featured demo highlights consisted of:

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Refreshable Excel Reports Mean Right-to-the-Minute Data

A high priority on every CFO’s task list is equipping employees with the best tools to gather the correct and most current information in order to make the best decisions with real time results. Using Microsoft Dynamics GP with Smartlist Builder to publish refreshable Microsoft Office Excel reports into Microsoft Outlook is a fantastic way to put a check on that list. With the ability to format the reports to include graphs, arrange information so its best understood by the user, and refresh at any time to gather the most current data – making an informed decision goes from burdening task to smooth solution.

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Show Me The Money: An Easier Way to Show the Value of Your Employer Health Care Plan

The Patient Protection and Affordable Care Act (PPACA) requires employers to report the value of employer provided health care plans. This includes the premium portion paid by the employer as well as the employee. Compliance with this law can easily be met using Microsoft Dynamics GP Human Resources and Payroll modules. It requires company health insurance plans to be set up as a benefit for the employer paid portion and as a deduction for the employee paid portion.

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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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